Grundlæggende statistik
| Institutionelle ejere | 316 total, 316 long only, 0 short only, 0 long/short - change of 12,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1067 % - change of 6,60% MRQ |
| Institutionelle aktier (lange) | 18.475.875 (ex 13D/G) - change of 3,45MM shares 22,97% MRQ |
| Institutionel værdi (lang) | $ 850.404 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (US:IRBO) har 316 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,475,875 aktier. Største aktionærer omfatter Morgan Stanley, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, LPL Financial LLC, Hancock Prospecting Pty Ltd, Ameriprise Financial Inc, Wharton Business Group, LLC, Assetmark, Inc, Rockefeller Capital Management L.P., and Advisor Group Holdings, Inc. .
iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (ARCA:IRBO) 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%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-14 | 13F | Eastern Bank | 30 | 0,00 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 4.609 | 222 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 144.591 | 24,65 | 6.966 | 31,19 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 31.217 | -61,88 | 1.590 | -59,52 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 48 | 4,35 | 19 | 5,88 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 7.140 | 7,05 | 344 | 12,79 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 546 | 0,00 | 26 | 8,33 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 4.746 | 0 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 87.002 | -9,49 | 4.192 | 104.675,00 | ||||
| 2026-01-29 | 13F | Matisse Capital | 9.019 | -30,41 | 435 | -26,81 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.359 | -9,40 | 65 | -4,41 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 425 | 0,00 | 20 | 5,26 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 7.928 | 382 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 9.368 | -2,91 | 451 | 2,27 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.458 | 8,42 | 263 | 13,91 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 5.850 | 5,88 | 282 | |||||
| 2026-01-29 | 13F | Riverbend Wealth Management, LLC | 4.237 | 204 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 6.735 | 325 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 3.093 | 0,00 | 149 | 5,67 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Entrust Financial Llc | 60 | 3 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 5.000 | 5,75 | 241 | 11,11 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 533 | 333,33 | 26 | 400,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 5.830 | 0,00 | 281 | 5,26 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 27.496 | 2,22 | 1.325 | 7,55 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.469 | 64,20 | 697 | 72,95 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 117 | 6 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 10 | 0 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 125 | -24,24 | 6 | -14,29 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 200 | 0,00 | 10 | 0,00 | ||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 21.494 | 25,07 | 1 | |||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 169.312 | 9,45 | 8.157 | 15,18 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 16.362 | 17,53 | 788 | 23,70 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 3.895 | 20,14 | 188 | 26,35 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 577 | -2,20 | 0 | |||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 210 | 0,00 | 10 | 11,11 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 46.284 | 5,46 | 2.230 | 10,95 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 127.966 | 13,12 | 6.165 | 19,04 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 8.409 | -30,19 | 405 | -26,50 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 127 | 0,00 | 6 | 20,00 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 11.702 | 564 | ||||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 457 | 0,00 | 22 | 10,00 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.371 | 520,36 | 66 | 560,00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 163 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Legacy Capital Wealth Management, Llc | 4.307 | 208 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 126 | 0,00 | 6 | 20,00 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 119 | 6 | ||||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 51.886 | 8,71 | 2.500 | 14,37 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 7.285 | 1,75 | 351 | 7,03 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 3.810 | 4,56 | 184 | 10,24 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 91 | 0,00 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | LRI Investments, LLC | 89.594 | 1,22 | 4.317 | 6,52 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 447 | 851,06 | 22 | 950,00 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 304.299 | 14.661 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 1.561 | 75 | ||||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 290 | 0,00 | 14 | 0,00 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 173 | -48,05 | 8 | -33,33 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 57.814 | 15,08 | 2.786 | 21,14 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 37.254 | -76,56 | 1.795 | -75,35 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 557 | 6,50 | 28 | 12,50 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 8.806 | 424 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 32.621 | -23,66 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 322 | 0,00 | 16 | 7,14 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 1.873 | 90 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6.000 | 23,71 | 289 | 30,18 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 30.908 | 6,97 | 1.489 | 12,63 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 12.212 | 0,46 | 588 | 5,76 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 12.526 | 6,11 | 604 | 11,67 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 17.635 | 99,69 | 850 | 110,15 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 400 | 0,00 | 19 | -5,00 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 9.276 | 7,36 | 447 | 12,91 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 8.266 | -6,13 | 398 | -1,24 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 6.100 | 294 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 7.882 | 35,50 | 380 | 42,48 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 16.209 | 4,15 | 781 | 9,69 | ||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 101.029 | 4.625 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.603 | 174 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 7.771 | 0,00 | 374 | 5,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.393 | -1,32 | 356 | 4,09 | ||||
| 2026-02-17 | 13F | Hancock Prospecting Pty Ltd | 1.055.190 | 0,00 | 50.839 | 5,24 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 4.543 | 208 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 6.435 | -6,00 | 310 | -0,96 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 38 | 2 | ||||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 16 | 1 | ||||||
| 2026-01-14 | 13F | Spire Wealth Management | 250 | 0,00 | 12 | 9,09 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 52 | 1,96 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 152.218 | 339,96 | 7.334 | 363,23 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 13.475 | 87,36 | 649 | 97,26 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 659 | 21,36 | 32 | 29,17 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Saranac Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.345.005 | 16,36 | 64.802 | 22,46 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 4.648 | -6,37 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | VVR Holdings LLC | 21.589 | 1.040 | ||||||
| 2026-01-16 | 13F | PFS Partners, LLC | 698 | 0,00 | 34 | 6,45 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 30.624 | 9,86 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 5.741 | -17,88 | 253 | -20,94 | ||||
| 2026-01-20 | 13F | Advocate Group Llc | 11.054 | 64,52 | 533 | 73,29 | ||||
| 2025-11-12 | 13F | Rockbridge Investment Management, LCC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 31.895 | -28,03 | 1.537 | -24,26 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.557 | 7,62 | 123 | 13,89 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 3.326 | 0 | ||||||
| 2026-01-22 | 13F | Phoenix Wealth Advisors | 23.410 | -0,12 | 1.128 | 5,03 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 260 | 0,00 | 12 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 571 | 61,76 | 28 | 68,75 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 143.600 | 2.023,63 | 6.919 | 2.138,83 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 7.863 | 19,05 | 379 | 25,17 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 156 | 0,00 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 88.486 | 6,09 | 4.263 | 11,66 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 45.189 | -0,28 | 2.177 | 4,97 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 1.010 | 0,00 | 49 | 4,35 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 160 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 37.326 | 37,98 | 1.798 | 45,23 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 27.948 | 5,67 | 1.347 | 11,06 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 56.514 | 63,31 | 3 | 100,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 167.749 | -47,68 | 8.074 | -45,92 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 140 | 0,00 | 7 | 0,00 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.095 | 101 | ||||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 91.998 | -4,60 | 4.432 | 0,41 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 42.062 | 10,05 | 2.027 | 15,84 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 5.435 | -0,86 | 262 | 4,40 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 32.540 | 26,63 | 1.568 | 33,25 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 224.766 | 11,12 | 10.829 | 16,94 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 4.657 | 224 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7.294 | 370 | ||||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 9.351 | 451 | ||||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 179 | 0,00 | 9 | 0,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 49 | 2 | ||||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 7.519 | -20,85 | 362 | -16,59 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 200 | 0,00 | 10 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.618 | 0,00 | 126 | 5,88 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 6.088 | -8,08 | 317 | -4,80 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 297 | 0,00 | 14 | 7,69 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 14.751 | 0,39 | 711 | 5,65 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 12.630 | 609 | ||||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 75 | 0,00 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.000 | 0,00 | 48 | 6,67 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 90 | 4 | ||||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 10.836 | 522 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 26.310 | 32,20 | 1.268 | 39,08 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 9.144 | 17,31 | 441 | 23,60 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 817 | 0,00 | 39 | 5,41 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 12.471 | -17,04 | 601 | -12,79 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 21.748 | -3,11 | 1.048 | 1,95 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.892 | 0,00 | 91 | 5,81 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.610.430 | 9,87 | 125.771 | 15,63 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 12.576 | 7,58 | 606 | 13,08 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 1.700 | 0,00 | 82 | 5,19 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 4.687 | 226 | ||||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 30.735 | 0,00 | 1.481 | 5,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4.450 | 214 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.587 | 27,82 | 125 | 34,78 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 32.507 | 9,52 | 1.566 | 15,32 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 17 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.468 | 0,00 | 119 | 5,36 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 8.186 | 74,95 | 394 | 84,11 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 145 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 13.093 | 0,00 | 631 | 5,18 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 4.024 | 79,32 | 194 | 89,22 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 10 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 522 | 0,00 | 25 | 8,70 | ||||
| 2026-02-10 | 13F | Old Peak Finance LLC | 9.488 | 457 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.019.810 | -22,99 | 49.126 | -18,99 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 14.839 | 83,11 | 715 | 92,45 | ||||
| 2026-01-26 | 13F | Virginia Wealth Management Group, Inc. | 5.000 | 0,00 | 241 | 5,26 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 726 | 35 | ||||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 99 | 5 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 176.660 | 13,65 | 8.511 | 19,60 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 6.720 | 324 | ||||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 103 | 5 | ||||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 32.527 | 1.567 | ||||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 2.040 | 0,00 | 98 | 5,38 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 41.871 | 2,87 | 2.038 | 9,34 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.119 | 75,34 | 632 | 83,72 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 196.873 | 38,87 | 9.485 | 46,15 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.117 | 43,39 | 54 | 51,43 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 6.646 | 320 | ||||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 1 | 0 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 131 | -68,28 | 6 | -66,67 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 338.665 | 50,56 | 16.317 | 61,02 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 322 | 114,67 | 16 | 150,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 6.408 | 21,18 | 309 | 27,27 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 625 | 0,00 | 30 | 7,14 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 10.294 | 496 | ||||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 8.339 | 29,77 | 402 | 36,39 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 51.675 | -5,00 | 2.490 | -0,04 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 13.593 | 94,63 | 655 | 105,02 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 8.104 | 0,00 | 424 | 9,30 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 10.215 | 444 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 109 | 0,00 | 5 | 25,00 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 368 | 0,00 | 18 | 6,25 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 18.300 | -37,54 | 882 | -34,30 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 105.920 | -0,18 | 5.103 | 5,06 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 3.068 | 11,36 | 148 | 16,67 | ||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 2.700 | 0,00 | 130 | 5,69 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 13.000 | 0,00 | 626 | 5,21 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 17.000 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Kilter Group LLC | 852 | 0,00 | 41 | 5,13 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 362.580 | 22,36 | 17.469 | 35,71 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 22 | 1 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 12 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 60.073 | 419,66 | 2.894 | 447,07 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 506 | -7,33 | 24 | 0,00 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 26.560 | 18,48 | 1.280 | 24,66 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 11.509 | -1,33 | 555 | 3,94 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 150 | 0,00 | 7 | 16,67 | ||||
| 2026-01-16 | 13F | Stephen J. Garry & Associates, Llc | 33.829 | 4,54 | 1.630 | 9,99 | ||||
| 2026-02-06 | 13F | Berbice Capital Management LLC | 7.154 | 0,00 | 345 | 5,20 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 1.591 | 0,00 | 77 | 5,56 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 953 | 46 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 655 | -40,29 | 32 | -38,00 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 84.743 | 413,66 | 4.083 | 440,66 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 22.874 | 24,46 | 1.067 | 26,87 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 10.193 | -1,57 | 496 | 4,43 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 6.473 | 312 | ||||||
| 2026-01-23 | 13F | Legacy Advisory Services, LLC | 4.506 | 0,00 | 217 | 5,34 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 29 | 3,70 | ||||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 11 | 0,00 | 1 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 10.000 | 0,00 | 482 | 5,25 | ||||
| 2026-02-10 | 13F | Sivia Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 5.024 | 11,10 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 208 | 5,58 | 10 | 11,11 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 100 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.729 | 26,11 | 276 | 33,33 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 5.016 | 242 | ||||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 10.669 | 12,26 | 514 | 18,16 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.696 | 130 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.431 | 0,00 | 69 | 4,62 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 631.409 | 1.433,25 | 30.421 | 1.513,85 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 4.207 | 203 | ||||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 79.922 | 7,04 | 3.851 | 12,64 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 157 | 8 | ||||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 4.569 | 209 | ||||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 4.200 | 202 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 4.300 | -83,96 | 207 | -83,12 | |||
| 2026-01-15 | 13F | Brookstone Capital Management | 76.679 | 79,80 | 3.694 | 89,24 | ||||
| 2026-03-02 | 13F | Sankala Group LLC | 200 | 10 | ||||||
| 2026-02-06 | 13F | Banque Cantonale Vaudoise | 1.100 | 0,00 | 53 | |||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 6.508 | 0,00 | 314 | 5,39 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 15.977 | 24,45 | 770 | 31,01 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.710 | 3,29 | 227 | 8,65 | ||||
| 2026-01-27 | 13F | PFG Advisors | 12.131 | -5,39 | 584 | -0,51 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 8.171 | 7,77 | 394 | 13,26 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 4.428 | 228 | ||||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 812 | 39 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 23 | -58,18 | 1 | -50,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 29.107 | 17,87 | 1.402 | 24,07 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 6.404 | 309 | ||||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 45.088 | 2,31 | 2.172 | 7,68 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.170 | 1,83 | 56 | 7,69 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.112.697 | 13,38 | 53.610 | 19,32 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 23.109 | 15,21 | 1.113 | 21,24 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 171 | 8 | ||||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 60 | 0,00 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 156 | 8 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 583.709 | 1.204,12 | 1.983 | -3,27 | ||||
| 2026-01-16 | 13F | Herbst Group, Llc | 14.564 | 142,73 | 702 | 155,84 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 100 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Eukles Asset Management | 1.765 | 137,87 | 85 | 157,58 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 162 | 0,00 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 255.108 | 29,72 | 12.291 | 36,54 | ||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 1.243 | 0,00 | 51 | 8,51 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 19.561 | 942 | ||||||
| 2026-01-12 | 13F | Amplius Wealth Advisors, LLC | 11.271 | -34,76 | 543 | -31,27 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 17.851 | 20,45 | 860 | 26,84 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 2.419 | 0,00 | 117 | 5,45 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 26 | 44,44 | 1 | |||||
| 2026-02-05 | 13F | Atlas Private Wealth Advisors | 10.208 | 0,00 | 492 | 5,14 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 6.605 | -8,57 | 318 | -3,64 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 4.015 | 202 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2.506 | 129 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 49.853 | -0,45 | 2.402 | 4,80 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 13.838 | -2,69 | 667 | 2,46 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 4.385 | 211 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 35.480 | 6,50 | 1.709 | 12,07 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.701 | 8,36 | 323 | 13,78 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2.224 | 0,00 | 107 | 5,94 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 27.880 | 6,38 | 1.450 | 12,15 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Natixis | 3.158 | -18,80 | 154 | -12,50 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.070 | 0,00 | 100 | 5,32 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 336.824 | 43,97 | 16.228 | 51,52 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.456 | 0,00 | 70 | 6,06 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.432 | 111 | ||||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 22 | 1 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 796 | 2,58 | 38 | 8,57 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 332 | -24,72 | 16 | -25,00 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 11.239 | 541 | ||||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 5.985 | 18,00 | 288 | 24,14 | ||||
| 2025-11-06 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 64.238 | 3 | ||||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 22.491 | 1.084 | ||||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 45.600 | 0,00 | 2.197 | 5,27 | ||||
| 2026-01-22 | 13F | City Holding Co | 300 | 0,00 | 14 | 7,69 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.183 | 10,94 | 153 | 16,79 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 38.028 | 2 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7.338 | 354 | ||||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 79.630 | -2,50 | 3.837 | 2,62 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 954.682 | -3,47 | 45.997 | 1,59 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 20.517 | -9,38 | 989 | -4,63 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 7.722 | 0,00 | 372 | 5,38 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 5.518 | 0,00 | 281 | 11,51 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 5.685 | -14,07 | 273 | -11,97 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 800 | 0,00 | 39 | 5,56 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.165 | 56 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 163 | 8 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.367 | 66 | ||||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 7 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 31.397 | 4,35 | 1.513 | 9,80 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 1.041 | 11,22 | 50 | 19,05 | ||||
| 2026-02-17 | 13F | Fmr Llc | 5.662 | 111,11 | 273 | 122,95 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 338.041 | 1,39 | 16.287 | 6,70 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 19.795 | -6,38 | 954 | -1,55 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 11.024 | 531 | ||||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 17.437 | 840 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 130.110 | 25,18 | 6.269 | 31,74 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 30.823 | -21,95 | 1.485 | -17,82 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 6.910 | 42,21 | 333 | 49,55 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 4.300 | 207 | |||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 74 | -56,21 | 4 | -57,14 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.094.259 | 73,62 | 100.901 | 82,73 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 143 | 0,00 | 7 | 0,00 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.818 | 0,00 | 88 | 4,82 |
Other Listings
| US:ARTY | 47,77 $ |
