Grundlæggende statistik
| Institutionelle ejere | 250 total, 250 long only, 0 short only, 0 long/short - change of 5,88% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4903 % - change of 19,67% MRQ |
| Institutionelle aktier (lange) | 33.340.179 (ex 13D/G) - change of 0,11MM shares 0,32% MRQ |
| Institutionel værdi (lang) | $ 1.576.405 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (US:IHDG) har 250 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 33,340,179 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Ameritas Advisory Services, LLC, Creative Planning, Falcon Wealth Planning, UBS Group AG, Stifel Financial Corp, and Envestnet Asset Management Inc .
WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (ARCA:IHDG) 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 6, 2026 is 48,96 / share. Previously, on March 10, 2025, the share price was 44,64 / share. This represents an increase of 9,68% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.831 | 89 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 23.899 | -5,03 | 1.163 | 0,26 | ||||
| 2026-01-28 | 13F | Provident Wealth Management, LLC | 32.050 | 9,84 | 1.560 | 16,00 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 99 | 0,00 | 5 | 0,00 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 6.822 | -6,05 | 351 | 2,04 | ||||
| 2026-01-26 | 13F | Argo Wealth Advisory, LLC | 172.117 | 8.375 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4.108 | -40,33 | 200 | -37,22 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.688 | 82 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 12.236 | 2,75 | 1 | |||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 1.973 | 0,00 | 96 | 6,67 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 13.219 | 0,00 | 643 | 5,58 | ||||
| 2026-02-17 | 13F | Fmr Llc | 8.250 | 2,38 | 401 | 8,09 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 51.641 | -56,34 | 2.513 | -53,91 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 27.513 | 21,11 | 1.339 | 27,92 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 5.506 | 268 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 389 | 0,26 | 19 | 5,88 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 79 | 4 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 865 | 0,23 | 42 | 7,69 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.198 | -71,97 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 97.308 | 18,27 | 4.729 | 24,72 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 382.100 | -1,99 | 18.593 | 3,50 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 488.774 | -0,63 | 24 | 4,55 | ||||
| 2026-02-03 | 13F | Foronjy Financial Llc | 6.984 | -7,10 | 340 | -2,02 | ||||
| 2025-10-31 | 13F | Castle Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 57.860 | -6,01 | 2.815 | -0,74 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 33.680 | -0,25 | 1.639 | 5,34 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 587.576 | 2,11 | 28.591 | 7,82 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 47.454 | -7,72 | 2.309 | -2,53 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 6.749 | -2,53 | 311 | -0,32 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 3.401.918 | -1,91 | 165.537 | 3,58 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 5.307 | -9,28 | 258 | -4,09 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 6.541 | -2,45 | 318 | 3,25 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 68 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 910 | 0,00 | 44 | 7,32 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 218.647 | -5,11 | 10.639 | 0,21 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 257.530 | -17,84 | 12.531 | -13,24 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 59.523 | -12,71 | 2.896 | -7,83 | ||||
| 2026-03-05 | 13F | Bayban | 70 | 3 | ||||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 61.239 | -10,18 | 2.980 | -5,16 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 72.607 | 2,10 | 3.533 | 7,84 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 45.445 | 1,13 | 2.211 | 6,81 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 38.916 | 1,64 | 1.894 | 7,31 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 21.293 | 1.036 | ||||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 3.704 | 180 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.675.568 | 6,51 | 81.533 | 12,48 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 20.455 | 3,69 | 995 | 9,46 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 100.046 | -0,60 | 4.868 | 4,98 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 13.619 | -20,07 | 663 | -15,67 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 614.574 | -1,41 | 29.905 | 4,11 | ||||
| 2025-10-20 | 13F | Laurel Wealth Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 860.524 | 4,35 | 41.873 | 10,20 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 1.125.048 | 101.714,30 | 54.745 | 109.388,00 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 10.033 | 10,12 | 488 | 16,47 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Platform Technology Partners | 37.805 | 19,70 | 1.840 | 26,39 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 20.668 | -1,49 | 1.006 | 4,04 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 7.750 | 0,00 | 377 | 5,60 | ||||
| 2026-02-02 | 13F | Capital Wealth Management, Llc | 375.483 | 25,42 | 18.271 | 32,45 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 3.090 | 0,00 | 150 | 8,70 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 8.167 | -4,37 | 397 | 1,02 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 153.539 | 7.471 | ||||||
| 2026-02-13 | 13F | QTR Family Wealth, LLC | 7.561 | -6,10 | 386 | 4,04 | ||||
| 2026-01-23 | 13F | Colorado Capital Management, Inc. | 14.967 | -3,69 | 1 | |||||
| 2026-01-29 | 13F | UBS Group AG | 850.452 | -11,66 | 41.383 | -6,71 | ||||
| 2026-01-26 | 13F | Berkeley, Inc | 189.416 | -49,08 | 9.217 | -46,23 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 342 | 0,00 | 17 | 6,67 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 8.463 | 1,05 | 412 | 6,75 | ||||
| 2025-10-15 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 72.935 | -29,48 | 3.549 | -25,52 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 165.675 | 0,90 | 8.062 | 6,56 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 568 | 0,00 | 28 | 3,85 | ||||
| 2026-02-05 | 13F | Sculati Wealth Management, LLC | 65.775 | -18,51 | 3.201 | -13,96 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 35 | 0,00 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 527 | 0,00 | 26 | 4,17 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 7.011 | -0,24 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 7.500 | 0,00 | 382 | 10,72 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 117.260 | -29,70 | 5.706 | 81.400,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 6.134 | -9,27 | 298 | -4,18 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 384.732 | -6,84 | 18.721 | -1,62 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 116 | 0,00 | 6 | 0,00 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9.095 | 0,01 | 451 | 7,64 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 44.435 | 8,36 | 2.162 | 14,45 | ||||
| 2026-02-04 | 13F | Nwam Llc | 22.874 | 25,66 | 1.149 | 34,27 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 271.443 | 0,21 | 13.208 | 5,82 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 4.506 | -4,59 | 219 | 0,92 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 6.848 | 15,95 | 333 | 22,43 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 239.716 | -3,47 | 12 | 0,00 | ||||
| 2025-11-07 | 13F | Mason & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.993 | 97 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 456 | 0,00 | 22 | 4,76 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 4.426 | -40,60 | 215 | -37,32 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 18.164 | -3,56 | 884 | 1,85 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 31.325 | 2,66 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 12.059 | -11,55 | 587 | -6,69 | ||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 6.925 | -9,52 | 337 | -4,55 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 26.962 | 16,61 | 1.312 | 23,10 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3.790 | 3,41 | 184 | 9,52 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 10.140 | -12,87 | 493 | -8,02 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 372.292 | 1,11 | 18.116 | 6,77 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 15.094 | 769 | ||||||
| 2026-02-06 | 13F | Aspen Investment Management Inc | 5.650 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Nvest Wealth Strategies, Inc. | 111.450 | 5.423 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 185.552 | 12,57 | 9.029 | 18,87 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 37.223 | -53,13 | 1.806 | -50,64 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 86.576 | 9,09 | 4.213 | 15,81 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 5.000 | 0,00 | 243 | 5,65 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 817.653 | -3,18 | 39.787 | 2,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 38.646 | -74,43 | 1.881 | -73,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 52.695 | 10,35 | 2.564 | 16,55 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.861 | 41,55 | 316 | 44,95 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 26.764 | 1.302 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 5.944 | -7,64 | 289 | -2,36 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 86.893 | 3,60 | 4.228 | 9,42 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 6.415 | -20,78 | 312 | -16,35 | ||||
| 2025-10-21 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.005 | -14,38 | 1.217 | -9,59 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 14.334 | 697 | ||||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 607 | 30 | ||||||
| 2026-01-13 | 13F | First Financial Corp /in/ | 3.250 | 0,00 | 158 | 6,04 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 45 | 2 | ||||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 18.634 | 907 | ||||||
| 2026-02-17 | 13F | Creative Planning | 973.061 | -3,16 | 47.349 | 2,27 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 743.857 | -3,30 | 36.196 | 2,12 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 4.207 | -77,49 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 937 | -1,68 | 46 | 4,65 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 120.905 | 5,89 | 5.883 | 11,82 | ||||
| 2025-10-06 | 13F | Puff Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 21.016 | 0,51 | 1.023 | 6,13 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 7.057 | 343 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 3.138 | -24,24 | 153 | -20,00 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 18.069 | 0,95 | 879 | 6,67 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 304 | 382,54 | 15 | 600,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 63.733 | 7,17 | 3.101 | 13,18 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 24.592 | -6,21 | 992 | -17,88 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 32.889 | -7,54 | 1.600 | -2,38 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 6.621 | 3,36 | 322 | 9,15 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 4.244.637 | -6,32 | 206.544 | -1,07 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 84.902 | 315,23 | 4.131 | 338,54 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 11.489 | 559 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 37.001 | -0,00 | 1.800 | 5,57 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.444 | 0,00 | 119 | 5,36 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 4.444 | 216 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 23.089 | 14,16 | 1.124 | 20,62 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 4.081 | 207 | ||||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 191 | 9 | ||||||
| 2026-01-07 | 13F | Stonebridge Wealth Management, LLC | 30.781 | -9,82 | 1.498 | -4,77 | ||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 294.876 | 1,11 | 14.349 | 6,77 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.129 | 45,40 | 152 | 53,54 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 5.609 | 459,22 | 273 | 491,30 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 10.729 | -0,31 | 522 | 5,45 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 18.799 | 3,06 | 866 | 5,48 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 1.110 | 3,26 | 54 | 8,16 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 6.599 | 321 | ||||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 6.682 | -21,03 | 325 | -16,45 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 259.107 | -37,49 | 12.608 | -33,99 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 5.393 | -4,19 | 262 | 1,16 | ||||
| 2025-11-12 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 10.826 | -31,96 | 527 | -28,24 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 474 | 0,21 | 23 | 9,52 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 40.281 | 25,02 | 1.960 | 32,08 | ||||
| 2026-01-07 | 13F | Melone Private Wealth, LLC | 207.002 | -40,01 | 10.073 | -36,65 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 11.408 | 0,02 | 555 | 5,71 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.616.012 | -2,51 | 127.295 | 2,95 | ||||
| 2026-01-14 | 13F | MeadowBrook Investment Advisors LLC | 1.380 | 0,00 | 67 | 6,35 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 10.885 | -1,21 | 530 | 4,34 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 55.197 | -11,40 | 2.686 | -6,45 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 4.737 | -8,68 | 231 | -3,77 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 26.077 | -12,35 | 1.269 | -7,45 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 141.460 | -22,17 | 6.883 | -17,81 | ||||
| 2026-02-06 | 13F | Northbridge Financial Group, Llc | 31.220 | 1.519 | ||||||
| 2025-11-13 | 13F | Integrated Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 16.906 | 7,56 | 823 | 13,54 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.141 | 29,81 | 56 | 37,50 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 25.672 | -19,73 | 1.249 | -15,21 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 42.917 | -50,05 | 2.088 | -47,26 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 26.452 | -6,54 | 1.287 | -1,30 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.802 | -13,35 | 185 | -8,91 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 17.753 | -93,45 | 902 | -92,93 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Amplius Wealth Advisors, LLC | 5.180 | 0,00 | 252 | 5,88 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 22.238 | 0,15 | 1.082 | 5,77 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 8.005 | 0,00 | 390 | 5,71 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 7.485 | -4,23 | 364 | 1,11 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 383.245 | 0,93 | 18.649 | 6,58 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 20.260 | -4,36 | 986 | 0,92 | ||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 34.106 | 1.660 | ||||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 200.378 | 2,46 | 9.750 | 8,20 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 122.910 | 7,21 | 5.981 | 13,95 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 29.501 | -12,20 | 1.636 | 5,62 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 174.682 | 0,41 | 8.500 | 6,04 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3.742 | -12,83 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 53 | -60,31 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 4.535 | 221 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 7.892 | -24,67 | 384 | -20,33 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 4.540 | -6,14 | 221 | -0,90 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 20.999 | 1,61 | 1.022 | 7,25 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 52.387 | -0,43 | 2.549 | 2,70 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 924 | 0,00 | 45 | 4,76 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 47.379 | -0,21 | 2.305 | 5,40 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 1.556 | 0,00 | 76 | 5,63 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 22.909 | 2,90 | 1.084 | 6,49 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 4.626 | 0 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | 0 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 116.762 | -1,14 | 5.682 | 4,39 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 656.728 | -2,75 | 31.957 | 2,68 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 15.750 | 0,01 | 1 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 7.592 | 18,70 | 369 | 25,51 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 248.226 | -0,56 | 12.079 | 5,01 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 219 | 0,00 | 11 | 0,00 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.971 | -94,44 | 96 | -94,19 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 23.028 | 6,32 | 1.121 | 12,22 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 31.768 | 1.546 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 551.608 | -6,92 | 26.841 | -1,71 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 168.640 | -1,04 | 8.206 | 4,51 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 34.106 | 1.660 | ||||||
| 2025-11-13 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 116.597 | 92,09 | 6 | 150,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 155.353 | -3,54 | 7.559 | 1,86 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 305.412 | 14.861 | ||||||
| 2026-01-23 | 13F | Prism Advisors, Inc. | 74.747 | -13,74 | 3.637 | -8,92 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 74.471 | 3.624 | ||||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | YANKCOM Partnership | 8.400 | 0,00 | 409 | 5,43 | ||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 315.474 | -16,64 | 15.351 | -11,98 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 5.338 | 4,24 | 260 | 10,21 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 101.956 | 840,03 | 4.961 | 894,19 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 6.846 | 0,00 | 333 | 5,71 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 32.968 | -0,59 | 1.604 | 4,97 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 644.697 | 61,91 | 31.371 | 70,97 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 2.961 | 124 | ||||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 9.974 | -0,12 | 485 | 5,43 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 4.526 | 443,99 | 220 | 478,95 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 11.009 | -0,14 | 536 | 5,52 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Americana Partners, LLC | 105.246 | -3,59 | 5.121 | 1,81 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 63.854 | 2,71 | 3.107 | 8,48 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 472.965 | -6,06 | 23.022 | 0,20 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 9.236 | 0,00 | 449 | 4,66 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 50.017 | -48,08 | 2.434 | -45,18 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 6.380 | 0,00 | 310 | 5,80 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.446 | 131,59 | 168 | 145,59 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Condor Capital Management | 44.144 | 3,58 | 2.148 | 9,42 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 87 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 196.754 | 0,62 | 9.574 | 6,26 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 7.578 | -5,16 | 369 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 535 | 1.386,11 | 26 | 2.500,00 | ||||
| 2025-10-27 | 13F | O'Dell Group, LLC | 13.814 | 637 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 156 | 0,00 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.014 | 0,00 | 195 | 5,98 | ||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 96.638 | -9,99 | 4.702 | -4,95 | ||||
| 2025-11-10 | 13F | Patten Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Tounjian Advisory Partners, Llc | 46.444 | -1,65 | 2.260 | 3,81 | ||||
| 2026-02-12 | 13F | Solano Wealth Investment Advisors LLC | 220.642 | 0,69 | 10.736 | 6,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 9.583 | 19,92 | 466 | 26,63 | ||||
| 2025-10-21 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Mission Wealth Management, Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-06 | 13F | General Partner, Inc. | 225 | 0,00 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.000 | 0,00 | 146 | 5,07 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 347 | 0,00 | 16 | 0,00 | ||||
| 2025-10-01 | 13F | Caldwell Trust Co | 0 | 0 | ||||||
| 2026-01-08 | 13F | Choice Wealth Advisors, LLC | 358.135 | 0,11 | 17.427 | 5,71 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 320 | -85,51 | 16 | -85,15 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 239.010 | -2,66 | 11.630 | 2,79 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 15.871 | 772 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 494 | 0,00 | 24 | 9,09 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 132.134 | 12,21 | 6.430 | 18,49 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 129.998 | 6,11 | 6.491 | 12,48 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 4.161 | 202 |
