Grundlæggende statistik
| Institutionelle ejere | 219 total, 219 long only, 0 short only, 0 long/short - change of 6,28% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6810 % - change of 3,13% MRQ |
| Institutionelle aktier (lange) | 8.388.520 (ex 13D/G) - change of 0,37MM shares 4,56% MRQ |
| Institutionel værdi (lang) | $ 1.392.929 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell Top 200 ETF (US:IWL) har 219 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,388,520 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Tompkins Financial Corp, Gilbert & Cook, Inc., Richmond Investment Services, LLC, Lido Advisors, LLC, Ameriprise Financial Inc, LPL Financial LLC, FreeGulliver LLC, and Heck Capital Advisors, LLC .
iShares Trust - iShares Russell Top 200 ETF (ARCA:IWL) 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 April 1, 2026 is 161,83 / share. Previously, on April 2, 2025, the share price was 138,75 / share. This represents an increase of 16,63% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1 | 0 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.000 | 0,00 | 171 | 2,41 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 531 | -8,76 | 91 | -6,25 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 4.561 | -4,42 | 778 | -1,77 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 56.328 | -3,54 | 9.611 | -0,91 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 13.210 | 3,88 | 2.254 | 6,72 | ||||
| 2026-02-13 | 13F | Commerce Bank | 173.607 | 29.623 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 25.529 | 4,23 | 4 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12.173 | -10,74 | 2.099 | -7,70 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 7.673 | 11,51 | 1.309 | 14,62 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 161 | 0,00 | 27 | 3,85 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 41.633 | 3,19 | 7.104 | 6,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 2.213 | 0,09 | 378 | 2,72 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 46 | 8 | ||||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 77.787 | -14,06 | 13.273 | -11,71 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 16 | 3 | ||||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 204.621 | 0,40 | 34.914 | 3,14 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 20.807 | -13,35 | 3.550 | -10,98 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 13.344 | 2.277 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 728.697 | 6,65 | 124.338 | 9,56 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 140 | 0,00 | 24 | 0,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.314 | -5,67 | 224 | -3,03 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29 | 5 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 140 | 24 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.537 | 32,20 | 433 | 35,85 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 6.000 | 0,00 | 1.024 | 2,71 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.067 | 3,54 | 1 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 2 | 0 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 13.892 | -2,82 | 2.370 | -0,17 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 56.328 | -4,32 | 9.611 | -1,71 | ||||
| 2025-10-17 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 19.078 | -3,42 | 3.255 | -0,79 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 654 | -96,71 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 13.577 | -24,43 | 2.317 | -24,41 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 127 | 0,00 | 22 | 0,00 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 21.585 | 14,40 | 3.683 | 17,56 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 336 | 0,00 | 57 | 3,64 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 3.352 | 0,45 | 572 | 3,25 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 3.519 | 0,00 | 600 | 2,74 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 173 | -13,50 | 30 | -12,12 | ||||
| 2026-02-10 | 13F | George Kaiser Family Foundation | 134.450 | 0,00 | 22.941 | 2,73 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 10.993 | -21,58 | 1.876 | -19,46 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 29.252 | 0,00 | 4.991 | 2,74 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 219.255 | -9,12 | 37.412 | -6,64 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 52.300 | 22,15 | 8.924 | 25,48 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 69 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 31.394 | 6,24 | 5.357 | 9,13 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 3.575 | -0,86 | 610 | 2,01 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 3.343 | -0,36 | 570 | 2,33 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 43 | 26,47 | 7 | 40,00 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 3.686 | -2,18 | 629 | 0,48 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 3.156 | 75,24 | 539 | 79,93 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 282 | 0,36 | 48 | 4,35 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 11.574 | -1,81 | 1.975 | 0,87 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 100 | 0,00 | 17 | 6,25 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 129.261 | -4,87 | 22.056 | -2,28 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 56 | 0,00 | 10 | 0,00 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 2.267 | 0,27 | 387 | 2,93 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 5.549 | -1,33 | 947 | 1,28 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.115 | 23,42 | 1.214 | 26,85 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 1.750 | 0,00 | 299 | 2,76 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 3.562 | 608 | ||||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 73.440 | -20,04 | 12.531 | -17,86 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.765 | -1,48 | 2.178 | 1,21 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 140 | 24 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 27.713 | -0,08 | 4.729 | 2,65 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 12.074 | 1.937 | ||||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 6.155 | 1.050 | ||||||
| 2026-01-27 | 13F | Paul Damon & Associates, Inc. | 14.715 | -0,02 | 2.511 | 2,70 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 1.496 | -3,42 | 255 | -0,78 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 4.330 | 739 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 230 | -41,62 | 39 | -40,00 | ||||
| 2026-01-22 | 13F | Searcy Financial Services Inc /adv | 177.992 | -0,28 | 30.371 | 2,44 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 22.007 | -11,83 | 3.755 | -9,43 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 41.493 | 1,98 | 7.080 | 4,77 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 9.909 | 0,00 | 1.691 | 2,74 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 25.916 | 4,03 | 4.422 | 6,84 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 37.099 | -2,18 | 6.330 | 0,49 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 1.264 | -1,86 | 216 | 0,94 | ||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 2.529 | 0,44 | 432 | 3,11 | ||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 680 | 0,00 | 116 | 3,57 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 571.143 | 3,31 | 97.454 | 6,13 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 19.141 | -0,87 | 3.266 | 1,84 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 2.695 | 2,98 | 460 | 5,76 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 2.745 | 0,04 | 468 | 2,86 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 3.054 | 6,75 | 521 | 9,68 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 508 | -5,22 | 87 | -3,37 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 8.425 | 1.438 | ||||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 683 | 0,15 | 117 | 2,65 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.790 | -3,76 | 476 | -1,04 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 684.447 | 9,98 | 116.787 | 12,98 | ||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 2.468 | 11,67 | 421 | 14,40 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.223 | -2,51 | 1.403 | 0,14 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 2.004 | 0,00 | 346 | 3,92 | ||||
| 2026-01-29 | 13F | UBS Group AG | 68.400 | -6,67 | 11.671 | -4,12 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 72.435 | -1,04 | 12.360 | 1,65 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 82.008 | -2,78 | 13.993 | -0,12 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 319 | -10,64 | 54 | -8,47 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 292 | 0,00 | 50 | 2,08 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 22.940 | -0,15 | 3.914 | 2,57 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 3.932 | -1,31 | 671 | 1,36 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 6.151 | -16,30 | 1.050 | -14,02 | ||||
| 2026-02-09 | 13F | Redstone Wealth Management, Llc | 15.550 | 2.653 | ||||||
| 2026-01-21 | 13F | Mason & Associates, LLC | 18.065 | -4,85 | 3.082 | 6,02 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 5.501 | 0,00 | 939 | 2,74 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 1.354 | -17,49 | 231 | -15,07 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 1.805 | 0,00 | 308 | 2,68 | ||||
| 2026-02-12 | 13F | Granite Islands Private Wealth, Llc | 5.953 | 1.016 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 7.936 | -9,35 | 1.354 | -6,88 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 102.214 | -0,84 | 17.441 | 1,86 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 7.127 | -0,47 | 1.216 | 2,27 | ||||
| 2026-01-20 | 13F | Orca Investment Management, LLC | 1.214 | -2,41 | 207 | 0,49 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 654 | 0,00 | 112 | 2,78 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 396.436 | 2,70 | 67.643 | 5,50 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 38.310 | -0,11 | 6.537 | 2,61 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 131 | 0,00 | 22 | 4,76 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 283.567 | 8,53 | 48.385 | 11,49 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 123.432 | -2,18 | 21 | 5,00 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 2.500 | 0,00 | 427 | 2,65 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 52.128 | -2,50 | 8.896 | 0,95 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.000 | 0,00 | 341 | 2,71 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 7.968 | -2,23 | 1.360 | 0,44 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 1.487 | -9,49 | 254 | -6,99 | ||||
| 2026-02-06 | 13F | Yanni & Associates Investment Advisors, LLC | 1.676 | 286 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Stronghold Wealth Management L.L.C. | 2.959 | 505 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 480 | 0,00 | 82 | 2,53 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 4.485 | -1,58 | 765 | 1,19 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.748 | 2,04 | 810 | 4,52 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 382.370 | 14,84 | 65.208 | 17,91 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 537 | 0,00 | 92 | 2,25 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 58.440 | 1,96 | 9.972 | 4,74 | ||||
| 2026-01-23 | 13F | Legacy Advisory Services, LLC | 14.295 | 0,06 | 2.439 | 2,78 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 3.159 | 0,03 | 539 | 2,86 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 29 | 5 | ||||||
| 2026-01-13 | 13F | Kelly Financial Services LLC | 1.224 | 209 | ||||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 912 | 43,17 | 156 | 47,62 | ||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 35.641 | -3,98 | 6.082 | 0,46 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 194 | 33 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 24.731 | 0,00 | 4.220 | 2,73 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 133.395 | -8,12 | 22.761 | -5,62 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 75.809 | 12.935 | ||||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 14.624 | -0,11 | 2.495 | 2,63 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 11.217 | -1,60 | 1.914 | 1,11 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 56 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 366.923 | 2,45 | 62.579 | 5,15 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 718 | -80,51 | 123 | -80,03 | ||||
| 2026-02-12 | 13F | Manchester Financial Inc | 118.491 | 1,87 | 20.218 | 4,65 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 199.143 | -1,23 | 33.980 | 1,46 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11.688 | -57,11 | 1.994 | -55,94 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 244 | 0,00 | 42 | 2,50 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 20.167 | 3,02 | 3.441 | 5,84 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 69.063 | -2,08 | 11.784 | 0,59 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 776 | 40,83 | 132 | 46,67 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.656 | -8,76 | 283 | -6,31 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 5.554 | 948 | ||||||
| 2025-11-14 | 13F | Victory Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 1.453 | 0,00 | 248 | 2,49 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 42 | 7 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 413 | 0 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 18.352 | -0,26 | 3.131 | 2,45 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 3.930 | 0,03 | 671 | 2,76 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 35.268 | 4,75 | 6.018 | 7,60 | ||||
| 2026-01-16 | 13F | Bouchey Financial Group Ltd | 2.229 | -1,15 | 380 | 1,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 99.550 | 15,54 | 16.986 | 121.228,57 | ||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 12.897 | 0,00 | 2.201 | 2,71 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 646 | 0,00 | 110 | 2,80 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 435 | -0,69 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 3.000 | 82,15 | 512 | 87,18 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 767 | 0,00 | 131 | 2,36 | ||||
| 2026-02-06 | 13F | Prescott Group Capital Management, L.l.c. | 134.450 | 0,00 | 22.941 | 2,73 | ||||
| 2026-02-03 | 13F | Bokf, Na | 13.045 | 2.226 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 69 | 12 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 55.668 | -9,31 | 9.499 | -6,84 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 23 | 0,00 | 4 | 0,00 | ||||
| 2025-11-04 | 13F | Atlas Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 156.027 | -3,90 | 26.623 | -1,27 | ||||
| 2026-01-27 | 13F | Juncture Wealth Strategies, Llc | 1.177 | 201 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 397 | 0,00 | 68 | 3,08 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 5.248 | 11.562,22 | 895 | 12.685,71 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 2.550 | 69,44 | 435 | 74,70 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 9 | 2 | ||||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 5.268 | -2,79 | 899 | -0,22 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 22.382 | 3,06 | 3.819 | 5,88 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 5.884 | 166,97 | 1.004 | 174,04 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 150 | 0,00 | 26 | 4,17 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 13 | 0,00 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.175 | 22,27 | 200 | 25,79 | ||||
| 2026-02-11 | 13F | Nicollet Investment Management, Inc. | 47.632 | 0,16 | 8 | 14,29 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 2.000 | -15,97 | 341 | -13,67 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 4.299 | 734 | ||||||
| 2026-01-28 | 13F | Boyd Wealth Management, LLC | 14.093 | -0,03 | 2.405 | 2,69 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 38.109 | 1,18 | 6.503 | 3,95 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 15.125 | 152,42 | 2.581 | 159,30 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 4.187 | -1,81 | 714 | 0,85 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 6.295 | -7,30 | 1.074 | -4,79 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | LRI Investments, LLC | 83 | 0,00 | 14 | 7,69 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 3.036 | 10,40 | 518 | 13,60 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 50.501 | 8.617 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 640 | 0,00 | 109 | 2,83 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.447 | 26,33 | 418 | 29,91 | ||||
| 2025-11-17 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 10.738 | 11,61 | 1.832 | 14,64 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 13.000 | -50,42 | 2.218 | -49,06 | ||||
| 2026-01-06 | 13F | Iowa State Bank | 1.222 | 0,00 | 209 | 2,97 | ||||
| 2026-01-15 | 13F | Spirit Of America Management Corp/ny | 1.732 | -41,92 | 299 | -39,84 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 7.188 | 6,73 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 1.707 | 0,00 | 291 | 2,83 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 2.535 | 4,93 | 433 | 7,98 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 3.247 | -4,61 | 554 | -1,95 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 123 | 0,00 | 21 | 0,00 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 4.374 | 23,91 | 746 | 27,30 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 37.156 | -7,25 | 6.340 | -4,73 | ||||
| 2025-10-30 | 13F | WFA Asset Management Corp | 90.048 | -1,63 | 12.646 | 3,14 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 2.290 | 15,08 | 391 | 18,18 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First American Trust, Fsb | 31.762 | 5.420 | ||||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 1.466 | 0,00 | 250 | 2,88 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 919 | 157 | ||||||
| 2026-02-17 | 13F | Creative Planning | 17.889 | 0,00 | 3.052 | 2,73 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 7.667 | 5,61 | 1.308 | 8,55 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 12.968 | 53,69 | 2.228 | 58,96 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 509.259 | -1,23 | 86.895 | 1,46 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 364 | 0,00 | 62 | 3,33 |
