Grundlæggende statistik
| Institutionelle ejere | 395 total, 395 long only, 0 short only, 0 long/short - change of 8,77% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4054 % - change of -9,71% MRQ |
| Institutionelle aktier (lange) | 25.022.279 (ex 13D/G) - change of -0,39MM shares -1,54% MRQ |
| Institutionel værdi (lang) | $ 1.928.831 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Morningstar Mid-Cap Growth ETF (US:IMCG) har 395 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,022,279 aktier. Største aktionærer omfatter Vantagepoint Investment Advisers Llc, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, Ameriprise Financial Inc, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Commonwealth Equity Services, Llc, and Bank Of America Corp /de/ .
iShares Trust - iShares Morningstar Mid-Cap Growth ETF (ARCA:IMCG) 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 81,06 / share. Previously, on March 7, 2025, the share price was 73,45 / share. This represents an increase of 10,36% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-10-07 | International City Management Association Retirement Corp | 3,117,331 | 8.00 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.580 | 206 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 129.370 | -5,82 | 10.329 | -9,11 | ||||
| 2026-01-12 | 13F | First Bank & Trust | 13.143 | 22,41 | 1.049 | 18,13 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 2.715 | 0,93 | 227 | 6,60 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 6.915 | 0,00 | 552 | -3,50 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.862 | 9,15 | 231 | 6,94 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 16.403 | 14,82 | 1.310 | 10,84 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 3.330 | 278 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 30.299 | 3,79 | 2.419 | 0,17 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 3.490 | -1,97 | 279 | -5,44 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 79.020 | 0,48 | 6.309 | -3,04 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 4.006 | -7,95 | 320 | -11,39 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.156 | 412 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 5.907 | 489 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 38.701 | 2,90 | 3.090 | -0,71 | ||||
| 2025-10-28 | 13F | Running Point Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 14.978 | 198,31 | 1.196 | 187,95 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 17.341 | 2,22 | 1.384 | -1,35 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 2.700 | -2,56 | 216 | -6,11 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11.839 | -40,78 | 945 | -42,83 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 11.184 | 47,24 | 1 | |||||
| 2026-02-10 | 13F | American Money Management, LLC | 4.630 | 0,00 | 370 | -3,66 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 29.494 | 2 | ||||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 7.517 | -21,18 | 607 | -23,10 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 287 | 23 | ||||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 4.800 | -23,81 | 387 | -25,29 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 4.123 | -2,34 | 329 | -5,73 | ||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 91.838 | 5,88 | 7.332 | 1,30 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 127.572 | 76,63 | 10.185 | 70,46 | ||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 27.403 | 611,40 | 2.188 | 587,74 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 6.475 | 0,00 | 517 | -3,55 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 184.438 | -3,70 | 14.726 | -7,06 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 254 | 20 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.930 | -20,69 | 314 | -23,47 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 26.543 | 6,19 | 2.119 | 2,52 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 2.209 | 0,00 | 176 | -3,30 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 420 | 0,00 | 34 | -2,94 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 19.942 | 0,00 | 1.592 | -3,46 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 263 | 21 | ||||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 513 | -0,77 | 42 | -2,38 | ||||
| 2026-01-14 | 13F | Eastern Bank | 222 | 0,00 | 18 | -5,56 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 618 | 49 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.606 | -4,32 | 288 | -7,72 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 96.304 | 5,77 | 7.689 | 2,07 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 161.775 | 7,98 | 12.916 | 4,21 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 127.905 | 1,89 | 10.212 | -1,68 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 30 | 2 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 105 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 20.090 | 1,64 | 1.604 | -1,90 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 530 | 42 | ||||||
| 2026-02-02 | 13F | CX Institutional | 2.247 | 65,83 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 25.780 | -13,42 | 2.058 | -16,44 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 12.583 | 5,09 | 1.005 | 1,41 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 472.349 | -9,47 | 37.721 | -12,15 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 79.672 | 5,39 | 6.361 | 1,71 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 550 | 0,00 | 44 | -4,44 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 352.307 | -2,41 | 29.414 | -0,06 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.848 | 0,00 | 148 | -3,29 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 292 | 39,05 | 23 | 35,29 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 8.591 | -20,81 | 686 | -23,63 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 101.373 | -1,00 | 8.094 | -4,46 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.097 | -7,14 | 247 | -10,18 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 270.444 | 0,69 | 21.592 | -2,82 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 930 | 74 | ||||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 4.556 | 0,26 | 364 | -3,20 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 14.922 | 0,42 | 1.191 | -3,09 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 282 | 23 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 21.921 | -0,35 | 1.750 | -3,79 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 5.157 | 7,01 | 427 | 10,36 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 22.378 | -1,07 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 15.700 | 4,19 | 1.253 | 0,56 | ||||
| 2026-02-02 | 13F | Capital Wealth Management, Llc | 198.645 | 12,19 | 15.860 | 8,27 | ||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 78 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 2.400 | 192 | ||||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 3.880 | 0,00 | 310 | -3,44 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 2.387 | -7,98 | 191 | -11,21 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 19.478 | -1,20 | 1.555 | -4,66 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5.764 | 22,40 | 460 | 18,25 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 641 | -0,62 | 51 | -3,77 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 12.244 | 1,36 | 978 | -2,20 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 120 | 10 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 8.055 | -5,61 | 666 | -2,63 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 535 | 0,19 | 43 | -4,55 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 9.235 | -17,01 | 1 | |||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 774 | 0,00 | 62 | -4,69 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7.072 | 0,06 | 565 | -3,42 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 41.326 | 4,13 | 3.299 | 0,49 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 153.457 | 3,14 | 12.252 | -0,46 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 5.496 | -0,22 | 439 | -3,74 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 5.538 | 0,27 | 442 | -0,45 | ||||
| 2025-10-15 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 100 | 8 | ||||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 231.448 | 2,31 | 18.479 | -1,27 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.807 | 8,13 | 224 | 4,67 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 21.966 | 0,52 | 1.754 | -2,99 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 31.376 | 0,08 | 2.505 | -3,39 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 12.888 | 1.029 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 17.996 | 3,32 | 1.437 | -0,28 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 2.793 | 223 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 56.472 | -0,27 | 4.506 | -3,80 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 3.557 | -14,25 | 284 | -17,49 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 32.116 | 62,58 | 2.564 | 56,92 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 7.550 | 0,00 | 603 | -3,53 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 400 | 0,00 | 32 | -6,06 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 7.981 | 0,00 | 637 | -3,48 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 453 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 19.820 | 3,69 | 1.654 | 5,35 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 159.323 | 2,68 | 12.720 | -0,90 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 54.252 | 1,93 | 4.331 | -1,64 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 5.250 | 0,00 | 421 | -2,77 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 50.926 | 0,06 | 4.066 | -3,44 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 10.930 | 0,00 | 873 | -3,54 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 200.442 | 47,16 | 16.003 | 42,02 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.719 | -8,67 | 297 | -11,90 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 3.111 | 0,03 | 248 | -3,50 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 6.395 | 8,15 | 506 | 3,48 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 15.580 | 4,44 | 1.244 | 0,73 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 2.094 | 0,00 | 167 | -3,47 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 25.020 | -10,64 | 2.087 | -8,55 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 552.017 | 22,01 | 44.073 | 17,75 | ||||
| 2026-02-03 | 13F | Marmo Financial Group, LLC | 39.533 | -4,60 | 3.156 | -7,93 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 4.488 | -41,55 | 358 | -43,62 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 9.680 | 1,55 | 773 | -2,03 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 5.651 | -14,42 | 451 | -17,40 | ||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 4.536 | 6,25 | 362 | 3,13 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 270.303 | -13,83 | 21.581 | -16,84 | ||||
| 2026-01-26 | 13F | Opal Wealth Advisors, LLC | 2.572 | 0,00 | 205 | -3,30 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 11.642 | 2,05 | 930 | -1,48 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 3.080.936 | -1,17 | 245.982 | -4,62 | ||||
| 2026-01-27 | 13F | Fortitude Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 450.978 | 24,66 | 36.006 | 20,31 | ||||
| 2026-01-23 | 13F | Bouvel Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 3.544 | 0,00 | 293 | 3,17 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 7.412 | 65,52 | 592 | 59,73 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 62.843 | 0,92 | 5.017 | -2,60 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 48.738 | -1,61 | 3.891 | -5,03 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 2.625 | 210 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 121 | 0,00 | 10 | -10,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 867 | -64,48 | 69 | -65,67 | ||||
| 2026-01-29 | 13F | St. Johns Investment Management Company, LLC | 400 | 0,00 | 32 | -6,06 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 86.162 | 0,56 | 6.879 | -2,95 | ||||
| 2026-01-29 | 13F | UBS Group AG | 433.109 | -6,81 | 34.579 | -10,06 | ||||
| 2026-01-22 | 13F | Whitaker-Myers Wealth Managers, LTD. | 6.675 | 1,17 | 533 | -2,39 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 31.686 | 9,88 | 2.595 | 8,81 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 30.424 | -0,11 | 2.429 | -3,57 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 3.369 | 273 | ||||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Matrix Trust Co | 203.324 | 0,74 | 16 | 0,00 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 12.749 | 1.018 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 841.443 | 4,53 | 67.181 | 0,88 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.503 | 0,00 | 280 | -3,46 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 65.401 | -30,58 | 4.940 | -36,63 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 5.780 | -0,46 | 461 | -3,96 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 9.721 | 9,27 | 776 | 5,58 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3.890 | 0,00 | 311 | -3,43 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 625.720 | -1,50 | 49.957 | -4,94 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 57.796 | -1,67 | 4.614 | -5,10 | ||||
| 2026-01-13 | 13F | Triangle Securities Wealth Management | 3.885 | 51,05 | 310 | 46,23 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 180 | -47,37 | 14 | -50,00 | ||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 10.180 | 1,25 | 813 | -2,29 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 98 | 0,00 | 8 | -12,50 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 5.450 | 0,00 | 435 | -3,33 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 9.504 | 0,00 | 786 | 3,15 | ||||
| 2025-10-28 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 4.700 | 0,00 | 375 | -3,35 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 69.854 | 3,64 | 5.577 | 0,04 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 11.153 | 14,66 | 890 | 10,70 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 21.167 | 1.416,26 | 1.690 | 1.368,70 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 809.912 | -44,00 | 64.686 | -45,94 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 39.994 | -3,50 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 80 | -3,61 | 132 | -3,68 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 9.486 | -8,56 | 215 | -74,94 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 731 | 0,00 | 58 | -3,33 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 6.125 | 489 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 419.448 | -1,23 | 33.489 | -4,68 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 53.081 | 11,30 | 4.238 | 7,43 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 1.627 | 0,00 | 130 | -3,73 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 21.085 | 0,63 | 1.683 | -2,89 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 73.187 | -0,64 | 5.843 | -4,10 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 916.927 | 7,62 | 73.208 | 3,86 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 8.375 | 0,01 | 669 | -3,47 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 15.864 | 67,22 | 1.281 | 63,39 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 4.461 | 6,34 | 372 | 6,92 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 8.240 | -41,46 | 658 | -43,56 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.381 | 137,15 | 190 | 128,92 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 3.591 | -87,31 | 287 | -87,78 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 366 | 0,27 | 29 | -3,33 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 27.564 | -21,34 | 2.201 | -24,11 | ||||
| 2025-10-15 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 1.501 | 120 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 95.115 | 10,57 | 7.594 | 6,72 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 4.150 | 2,52 | 331 | -0,90 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 3.649 | 70,43 | 291 | 64,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16.717 | 183,00 | 1.335 | 173,36 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 11.035 | 881 | ||||||
| 2026-02-18 | 13F/A | Pinnacle Financial Partners, Inc. | 4.870 | 389 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 113 | 48,68 | ||||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 6.987 | 558 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.965 | -2,04 | 476 | -5,37 | ||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 53.986 | 1,96 | 4.310 | -1,60 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 3.069 | 0,07 | 245 | -3,16 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 230 | 0,00 | 18 | -5,26 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 11.652 | 16,11 | 930 | 12,05 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 111.594 | 1,32 | 8.910 | -3,07 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.659 | 292 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 6.079 | 485 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 126.391 | 77,49 | 10.091 | 71,30 | ||||
| 2026-02-17 | 13F | Creative Planning | 48.614 | 20,34 | 3.881 | 16,16 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 3.719 | 5,65 | 297 | 1,72 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 129.827 | 7,29 | 10.365 | 3,55 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.567 | 467,75 | 125 | 468,18 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 3.200 | -88,27 | 255 | -88,69 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 6.555 | -40,59 | 1 | |||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 19.184 | 1.532 | ||||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 4.500 | 0,00 | 359 | -3,49 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 37.700 | 3.010 | ||||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 26.957 | -0,64 | 2.152 | -4,10 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 594 | 50 | ||||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 297 | 0,00 | 24 | -4,17 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 60 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 37.633 | 2,36 | 3.005 | -1,22 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.453 | -0,80 | 994 | -4,24 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 3.753 | 0,11 | 300 | -3,55 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 9.245 | -31,48 | 738 | -33,87 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.091 | 6,33 | 406 | 2,53 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 5.408 | 64,63 | 432 | 59,04 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 18.682 | 0,00 | 1.492 | -3,50 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 43.797 | 5,34 | 3.639 | 6,50 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 12.373 | 4,07 | 202 | -79,45 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 589 | 47 | ||||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 1.563 | 0,26 | 125 | -3,12 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 22.216 | 28,30 | 1.774 | 23,81 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 17.772 | -4,96 | 1.419 | -8,27 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 22.112 | -6,23 | 1.765 | -9,49 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 79.500 | 0,60 | 6.596 | 0,92 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 17.877 | -0,03 | 1.427 | -3,52 | ||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 53.300 | -0,21 | 4.255 | -3,69 | ||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12.292 | -41,65 | 981 | -43,69 | ||||
| 2026-03-05 | 13F | Bayban | 220 | 18 | ||||||
| 2026-01-09 | 13F | Breakwater Capital Group | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.249 | -5,28 | 259 | -8,48 | ||||
| 2026-01-06 | 13F | Afg Fiduciary Services Limited Partnership | 6.750 | 0,00 | 545 | -2,16 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.471 | 12,89 | 0 | |||||
| 2026-01-09 | 13F | Capital Asset Advisory Services LLC | 18.063 | 3,86 | 1.499 | 4,17 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 21.483 | -1,61 | 1.715 | -5,04 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 589 | 47 | ||||||
| 2026-01-23 | 13F | James J. Burns & Company, LLC | 44.564 | 12,38 | 3.558 | 8,48 | ||||
| 2026-01-28 | 13F | City State Bank | 2.148 | 0,00 | 171 | -3,39 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 11.361 | -1,19 | 907 | -4,63 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 517 | 0,39 | 0 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sfam, Llc | 759 | 61 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.654 | 27,23 | 132 | 23,36 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 150.387 | 8,52 | 12.007 | 4,73 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 13.671 | 35,99 | 1.092 | 31,29 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 337 | 0,30 | 27 | -3,70 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 98.237 | 1,10 | 7.843 | -2,43 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 32.016 | 2.556 | ||||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 63.437 | 11,29 | 5.065 | 7,40 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 8.676 | 693 | ||||||
| 2026-02-09 | 13F | Avalon Trust Co | 1.200 | -40,00 | 96 | -42,42 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 96 | 0,00 | 8 | 0,00 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 46.606 | 6,07 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 | -92,86 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 196.225 | 1,97 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 772 | 12,54 | 62 | 8,93 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 22.245 | -3,76 | 1.776 | -7,06 | ||||
| 2026-01-28 | 13F | Provident Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 421.283 | 2,14 | 33.635 | -1,47 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 3.786 | 302 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.856 | 3,22 | 627 | -0,32 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 10.115 | -5,36 | 808 | -8,71 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 19.070 | 1.523 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 60.210 | 2,26 | 4.807 | -1,31 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.149.360 | 10,01 | 91.765 | 6,17 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 9.587 | 18,77 | 765 | 14,69 | ||||
| 2025-11-10 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 9.774 | 780 | ||||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 6.041 | 7,93 | 482 | 4,10 | ||||
| 2026-01-09 | 13F | Ptm Wealth Management, Llc | 127.607 | 3,78 | 10.423 | 1,78 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 20.255 | -2,54 | 1.617 | -5,93 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 49.148 | 0,35 | 4 | -25,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 5 | 0 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 102 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 2.884 | 0,00 | 230 | -3,36 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Richwood Investment Advisors, LLC | 3.725 | -0,67 | 308 | -0,65 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 723 | 0,14 | 58 | -3,39 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.840 | -8,65 | 227 | -12,06 | ||||
| 2025-10-22 | 13F | Compass Planning Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 9.318 | 9,97 | 744 | 5,99 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 63 | 0,00 | 5 | 0,00 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 366 | 1,67 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 9.496 | -1,23 | 758 | -4,65 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 32.325 | -7,92 | 2.581 | -11,16 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.792 | 38,82 | 383 | 34,04 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 124.994 | -1,96 | 9.980 | -3,13 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 4.028 | 322 | ||||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 291.237 | 0,35 | 23.252 | -3,15 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 3.541 | 203 | ||||||
| 2026-02-13 | 13F | Mlp3, Llc | 8.309 | 663 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 66.430 | 0,63 | 5.304 | -2,89 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 6.347 | -2,26 | 507 | -5,77 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 4.337 | 23,60 | 346 | 19,31 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 14.060 | 96,70 | 1.123 | 89,85 | ||||
| 2026-02-11 | 13F | Premier Private Wealth Management LLC | 45.544 | 3.764 | ||||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 21.262 | 0,03 | 1.698 | -3,47 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 29.652 | -1,44 | 2.367 | -4,86 | ||||
| 2026-02-02 | 13F | Cerro Pacific Wealth Advisors LLC | 47.023 | 13,51 | 3.754 | 9,54 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 510 | 41 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 9.948 | -74,13 | 794 | -75,04 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 3.897 | 2,93 | 323 | 2,88 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 3.153 | 16,26 | 252 | 12,05 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 5.530 | -76,87 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 11.520 | 0,00 | 953 | 3,14 | ||||
| 2025-10-29 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 5.563 | 107,42 | 444 | 100,90 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 460 | 0,00 | 37 | -5,26 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 358 | -50,69 | 29 | -53,33 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 22.451 | 0,38 | 1.793 | -3,14 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 313 | 25 | ||||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 3.000 | 0,00 | 240 | -3,63 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 888 | 0,00 | 71 | -4,11 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 2.720 | 0,00 | 217 | -3,56 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 28.950 | 8,95 | 2.311 | 5,14 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 18.148 | 0,03 | 1.449 | -3,47 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 9.291 | -5,25 | 742 | -8,63 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 203.324 | 0,74 | 16.233 | -2,78 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 4.950 | 0,00 | 395 | -3,42 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 360 | 29 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 5.119 | 409 | ||||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 7.113 | -0,59 | 568 | -4,06 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 2.677 | 0,00 | 214 | -3,62 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 36.361 | 2.863 | ||||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 17.776 | -0,29 | 1.419 | -3,73 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 55.500 | -50,62 | 4.431 | -52,34 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 967.995 | -3,51 | 77.285 | -6,88 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 133.754 | 10.679 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 124.731 | -9,52 | 10 | -18,18 | ||||
| 2026-02-12 | 13F | Betterment LLC | 27.067 | 7,10 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.335 | 0,98 | 346 | -2,54 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 4.936 | 394 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.448.326 | 6,99 | 195.474 | 3,26 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 223.763 | 6,22 | 17.865 | 2,51 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.244 | -6,01 | 499 | -9,29 | ||||
| 2026-01-08 | 13F | DDFG, Inc | 50.456 | 4,33 | 4.028 | 0,70 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 1.752 | 0,00 | 140 | -3,47 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 7.420 | -1,83 | 592 | -5,28 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 208.688 | -2,71 | 16.662 | -6,11 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 11.114 | 0,00 | 887 | -3,48 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 6.823 | -1,36 | 545 | -4,90 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 55.952 | -3,49 | 4.467 | -6,86 | ||||
| 2025-10-28 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 3.360 | 0,00 | 268 | -3,25 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 2.865 | 0,00 | 229 | -3,80 | ||||
| 2026-01-08 | 13F | Dagco, Inc. | 380 | 30 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 24.701 | 28,84 | 1.972 | 25,29 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.405 | 272 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 106.179 | 7,77 | 8.477 | 4,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 7.658 | 39,31 | 611 | 34,58 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 14.526 | 0,00 | 1.160 | -3,50 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 9.339 | -0,16 | 746 | -3,62 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.292 | -21,62 | 263 | -24,50 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 79.594 | 8,97 | 6.355 | 5,16 | ||||
| 2026-02-04 | 13F | Nwam Llc | 51.942 | 0,02 | 4.318 | 0,61 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 2.637 | -22,10 | 211 | -25,00 | ||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 402.303 | -0,46 | 32.120 | -3,94 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 22.638 | 1,32 | 1.807 | -2,22 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 151 | 0,00 | 12 | 0,00 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 9.286 | -50,08 | 741 | -51,82 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 254 | 0,40 | 20 | 0,00 | ||||
| 2025-11-13 | 13F | Sage Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 4.084 | 0,27 | 330 | -1,79 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 3.861 | 4,95 | 308 | 1,32 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 47.435 | -6,57 | 3.787 | -9,83 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 10.700 | 854 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 9.014 | 0,00 | 720 | -3,49 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2.215 | 0,00 | 177 | -3,83 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 273.141 | 21.808 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 14.806 | -3,04 | 1.182 | -6,41 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 4.385 | 0,00 | 350 | -3,31 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 5 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 15.076 | 0,00 | 1.204 | -3,53 | ||||
| 2026-01-20 | 13F | American National Bank | 2.512 | 0,00 | 201 | -3,38 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 6.052 | -2,89 | 483 | -6,58 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 12.282 | 0,23 | 981 | -3,26 | ||||
| 2026-01-20 | 13F | YANKCOM Partnership | 300 | 24 | ||||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 6.524 | 0,25 | 521 | -3,35 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 6.508 | 14,58 | 520 | 10,66 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 19.056 | 228,67 | 1.521 | 217,54 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 6.396 | -8,20 | 511 | -11,46 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 143 | 11 | ||||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 9.673 | -1,01 | 772 | -4,46 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 240 | 0,00 | 20 | 0,00 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 3.840 | 307 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 563.087 | -9,73 | 44.957 | 88.049,02 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 29.730 | 0,00 | 2.374 | -3,50 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 22.852 | 2,86 | 1.825 | -0,71 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 2.797 | 10,82 | 223 | 7,21 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 14.079 | 1.124 | ||||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 62.488 | -43,75 | 4.989 | -45,71 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 446 | 0,00 | 36 | -2,78 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 100.267 | 3,74 | 8 | 14,29 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 61 | 5 | ||||||
| 2026-01-26 | 13F | Integrated Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 5.289 | 0,00 | 422 | -3,43 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.076 | 86 |
