Grundlæggende statistik
| Institutionelle ejere | 487 total, 487 long only, 0 short only, 0 long/short - change of 6,10% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2228 % - change of -4,28% MRQ |
| Institutionelle aktier (lange) | 26.636.445 (ex 13D/G) - change of 0,80MM shares 3,11% MRQ |
| Institutionel værdi (lang) | $ 2.700.682 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Global Tech ETF (US:IXN) har 487 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 26,636,445 aktier. Største aktionærer omfatter Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Royal Bank Of Canada, Portfolio Strategies, Inc., Green Harvest Asset Management LLC, and FIL Ltd .
iShares Trust - iShares Global Tech ETF (ARCA:IXN) 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 103,39 / share. Previously, on March 10, 2025, the share price was 76,63 / share. This represents an increase of 34,92% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Ancora Advisors, LLC | 354 | 0,00 | 37 | 2,78 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 44.847 | 0,42 | 4.709 | 2,15 | ||||
| 2025-10-21 | 13F | SOA Wealth Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 30.663 | -1,29 | 3.220 | 0,41 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 11.510 | 0,29 | 1.209 | 2,03 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 266 | 28 | ||||||
| 2026-01-15 | 13F | Defined Wealth Management, Llc | 34.915 | -0,65 | 3.666 | 1,08 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 84.762 | 9 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 2.889 | 23,67 | 303 | 25,73 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 167.943 | -0,58 | 17.634 | 1,15 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 5.383 | 10,65 | 565 | 12,55 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.096.783 | -3,98 | 220.162 | -2,31 | ||||
| 2025-11-14 | 13F | PineBridge Investments, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 15.824 | 8,10 | 1.662 | 10,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 13.569 | -1,47 | 1.425 | 0,21 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 464 | -53,41 | 49 | -52,94 | ||||
| 2025-09-17 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 22.215 | -1,62 | 2.333 | 0,09 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 8.644 | -5,94 | 908 | -4,32 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.354 | -6,56 | 142 | -4,70 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.913 | 0,00 | 306 | 1,67 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 353 | 0,00 | 37 | 2,78 | ||||
| 2026-01-16 | 13F | Pictet North America Advisors SA | 18.050 | 0,00 | 1.895 | 1,77 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 64.977 | -0,06 | 6.823 | 1,67 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.680 | -0,04 | 491 | 1,66 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 10.589 | 0,43 | 1.112 | 2,11 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.955 | 0,00 | 205 | 1,99 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Charter Oak Capital Management, LLC | 40.211 | 0,12 | 4.222 | 1,86 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 178 | 19 | ||||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 2.049 | 215 | ||||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 2.700 | 0,00 | 284 | 1,80 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 3.000 | 0,00 | 315 | 1,94 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 4.678 | -8,42 | 491 | -6,83 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Romano Brothers And Company | 3.865 | 0,00 | 406 | 1,76 | ||||
| 2026-01-15 | 13F | James Hambro & Partners | 11.450 | -12,26 | 1.203 | -10,63 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 8.612 | 18,33 | 904 | 20,37 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 3.708 | 0,00 | 389 | 1,83 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 4.716 | 0,00 | 495 | 1,85 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 32.037 | 541,51 | 3.364 | 553,01 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 4.139 | 0,00 | 435 | 1,64 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 242 | 25 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 8.825 | -1,72 | 927 | -2,63 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 34.902 | 3.665 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 48.818 | 5.126 | ||||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 2.749 | -2,07 | 289 | -0,35 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 3.450 | 0,00 | 362 | 1,69 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.026.774 | -2,00 | 107.811 | -0,30 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.613 | 22,29 | 171 | 26,87 | ||||
| 2026-01-12 | 13F | Byrne Asset Management LLC | 76 | -20,83 | 8 | -22,22 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 9.851 | -0,17 | 1.034 | 1,57 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 8.760 | 0,19 | 920 | 1,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32.580 | 0,08 | 3.421 | 1,82 | ||||
| 2026-02-17 | 13F | EFG International AG | 300 | 32 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.066 | -40,58 | 112 | -40,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 6.882 | 1 | ||||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 28.235 | -26,27 | 2.965 | -25,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 448 | 0,00 | 47 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 199.653 | -6,44 | 20.972 | 0,93 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 91.286 | -1,46 | 9.585 | 0,25 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 5.937 | 0,00 | 623 | 1,80 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 9.358 | 0,00 | 983 | 1,76 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2.500 | 0,00 | 262 | 1,55 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3.053.228 | 1,92 | 320.589 | 3,69 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 3.500 | 0,00 | 368 | 1,66 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 732 | 0,00 | 77 | 1,33 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 11.699 | -0,03 | 1.228 | 1,74 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 74.125 | -5,90 | 7.783 | -4,27 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 2.160 | 227 | ||||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 14.872 | 0,00 | 1.562 | 1,76 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 450 | 0,00 | 47 | 2,17 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 195.520 | 3,46 | 21 | 5,26 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 2.500 | 0,64 | 272 | 3,03 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 3.533 | 371 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 7.179 | 12,01 | 754 | 13,92 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 3.689 | 0,16 | 387 | 1,84 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 1.036 | -2,26 | 109 | -0,92 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 14.272 | 0,16 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 8.269 | -6,00 | 891 | -1,76 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 3.227 | -16,31 | 339 | -14,86 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 193.781 | -1,72 | 20.347 | -0,01 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 10.863 | -18,08 | 1.141 | -16,67 | ||||
| 2026-02-13 | 13F | Searle & Co. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 21.543 | -1,35 | 2.259 | 0,13 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 40.701 | 0,51 | 4.267 | 2,28 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 3.419 | 11,26 | 359 | 12,93 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 4.641 | 2,75 | 498 | 5,74 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 3.076 | 0,00 | 323 | 1,58 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 2.955 | 310 | ||||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 22.057 | -2,99 | 2.316 | -1,32 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 13.697 | 1.438 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 2.253 | 0,00 | 237 | 1,72 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 50 | 0,00 | 5 | 0,00 | ||||
| 2026-01-07 | 13F | Pps&v Asset Management Consultants, Inc. | 2.400 | 0,00 | 252 | 2,02 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 12.944 | 0,00 | 1.359 | 1,80 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 113 | 0,00 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 1.056 | 0,00 | 111 | 1,85 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 1.110 | 117 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 3.132 | -2,03 | 329 | -0,30 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 5.085 | -15,25 | 534 | -13,89 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 14.075 | -3,99 | 1.478 | -2,38 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 47.242 | -10,33 | 4.960 | -8,77 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 266 | 0,00 | 28 | 0,00 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 7.774 | 2,36 | 816 | 4,21 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 3.715 | -0,96 | 390 | 0,78 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 37.073 | -5,32 | 3.893 | -3,69 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 286.164 | 1,41 | 30.047 | 3,17 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 735 | 0,00 | 77 | 2,67 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 11.264 | 0,80 | 1.183 | 2,52 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 28.698 | -5,31 | 3.039 | -2,85 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 951 | 100 | ||||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 1.959 | 0,00 | 206 | 1,49 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.313 | -9,18 | 348 | -7,71 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 49.956 | -7,53 | 5.245 | -5,92 | ||||
| 2026-01-26 | 13F | PDS Planning, Inc | 3.943 | -1,45 | 414 | 0,49 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 8.114 | 852 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 85 | 0,00 | 9 | 0,00 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 80 | -93,17 | 5 | -94,32 | ||||
| 2026-02-17 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 498 | 0,00 | 52 | 1,96 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 5.447 | -7,03 | 572 | -5,46 | ||||
| 2025-11-04 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 3.384 | -0,21 | 355 | 1,72 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 19.397 | 1,79 | 2.037 | 3,56 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 8.694 | 21,20 | 913 | 23,24 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 1.785 | 0,00 | 187 | 1,63 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 10.217 | 1.054 | ||||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 74.627 | -14,00 | 7.836 | -12,52 | ||||
| 2026-02-20 | 13F | Catalyst Investment Management LLC | 7.907 | 830 | ||||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 14.836 | -0,40 | 1.558 | 1,30 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 3.079 | 0,00 | 323 | 1,89 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 12.600 | 0,00 | 1.323 | 1,77 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 545.249 | 2,88 | 57.251 | 4,67 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 7.286 | 0,00 | 765 | 1,73 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.523 | -7,17 | 2.155 | -5,57 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 1.828 | -1,35 | 192 | 0,00 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 67 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 10.430 | -7,58 | 1.095 | -5,93 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 22.990 | -3,36 | 2.414 | -1,71 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 18.000 | 1.890 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.950 | 0,00 | 205 | 1,49 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 375 | 0,00 | 39 | 2,63 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 144.278 | 165,87 | 15.149 | 170,47 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 15.750 | -1,99 | 1.654 | -0,30 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 77.634 | 8.152 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 701 | -13,88 | 74 | -13,10 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 68.859 | 5,13 | 7.230 | 6,97 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 5.868 | 0,00 | 616 | 1,82 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 13.536 | 0,00 | 1.421 | 1,72 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.640 | 514,23 | 172 | 537,04 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 2.647 | 0,27 | 284 | -2,74 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 2.050 | 0,00 | 215 | 1,90 | ||||
| 2025-11-14 | 13F | Evelyn Partners Asset Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 30.996 | 3.255 | ||||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.420 | 0,00 | 149 | 2,05 | ||||
| 2026-02-10 | 13F | Eq Llc | 31.677 | 1,21 | 3.326 | 2,97 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 11.302 | -1,30 | 1.187 | 0,42 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 3.903 | 410 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 35.565 | 0,19 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.049.090 | -0,30 | 110.155 | 1,43 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 3.044 | -1,71 | 320 | 0,00 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 325 | 0,93 | 34 | 3,03 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 2.918 | -6,92 | 306 | -5,26 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 2.852 | -1,59 | 299 | 0,00 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 70.899 | -20,87 | 7.444 | -19,50 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.404.883 | -0,56 | 252.513 | 1,17 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 936.140 | -1,64 | 98.279 | 0,06 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 490 | 0,00 | 51 | 2,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 7.306 | -7,81 | 767 | -6,12 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 13.023 | -8,86 | 1.367 | -7,26 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 10.033 | 2,78 | 1.053 | 4,57 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 1.920 | 0 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.442 | -10,92 | 361 | -9,30 | ||||
| 2026-01-20 | 13F | JB Capital LLC | 3.597 | -21,24 | 378 | -19,96 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 14.372 | -3,91 | 1.509 | -2,20 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 88.998 | 3,20 | 9.345 | 4,98 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 74 | -91,35 | 8 | -91,03 | ||||
| 2026-02-17 | 13F | Amundi | 260.100 | 0,00 | 27.310 | -0,87 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 24.248 | 0,00 | 2.546 | 1,76 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 3.617 | 6,48 | 380 | 8,29 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 100,00 | 1 | |||||
| 2026-01-29 | 13F | Courier Capital Llc | 48.982 | -5,29 | 5.143 | -3,64 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 890 | 0,00 | 93 | 2,20 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 648 | 0,00 | 68 | 3,03 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 69.888 | -0,05 | 7.338 | 1,69 | ||||
| 2026-01-21 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 2.329 | 0,00 | 245 | 1,67 | ||||
| 2026-03-02 | 13F | Sankala Group LLC | 1 | 0 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.746 | -18,14 | 393 | -16,74 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 9.671 | -2,35 | 1.015 | -0,68 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 2.679 | 0,71 | 281 | 2,55 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 16.777 | 2 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 6.497 | -6,25 | 682 | -4,62 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 2.791 | 0,00 | 293 | 1,74 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 8.581 | 42,12 | 922 | 48,07 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 3.033 | -21,22 | 318 | -19,90 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 5.828 | -17,27 | 612 | -15,96 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 2.058 | 0,88 | 216 | 2,86 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 2.337 | 0,13 | 245 | 2,08 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 16.484 | 5,95 | 1.731 | 7,79 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 765 | 0,53 | 80 | 2,56 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 10.818 | 0,01 | 1.136 | 1,70 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 224.535 | 228,98 | 23.576 | 234,70 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 33.491 | -0,87 | 3.517 | 0,86 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 11.924 | -14,48 | 1.235 | -14,18 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 8.653 | -4,69 | 909 | -2,99 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 599 | 0,84 | 63 | 1,64 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3.300 | 0,00 | 346 | 38,96 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 23.666 | -31,09 | 2.485 | -30,60 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 5.981 | 0,00 | 628 | 1,78 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 18.307 | 154,62 | 1.922 | 159,03 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 7.406 | -8,47 | 778 | -6,95 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 3.376 | 0,00 | 362 | 3,74 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 4.270 | 10,48 | 448 | 12,56 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 87.941 | -1,46 | 9.234 | 0,25 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 16.685 | -0,23 | 1.752 | 1,51 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 10.612 | 1.114 | ||||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 9.611 | 0,00 | 1.009 | 1,82 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 5.190 | 545 | ||||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 3.000 | 25,00 | 318 | 28,74 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 41.438 | -6,38 | 4.351 | -4,77 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 5.045 | 5,77 | 538 | 7,60 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.918 | 0,42 | 201 | 2,03 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 4.381 | 460 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 222 | 0,00 | 23 | 4,55 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 2.453 | 258 | ||||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 22.600 | -3,42 | 2.373 | -1,74 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 87.033 | -0,49 | 9.138 | 1,23 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 960 | 131,88 | 0 | |||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 105 | 1,94 | 91 | 1,12 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 20.063 | -3,87 | 2.107 | -2,23 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 2 | 0 | ||||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 12.028 | 0,00 | 1.263 | 1,69 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 38 | 0,00 | 4 | 0,00 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3.000 | 0,00 | 315 | 1,94 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 1.974 | 207 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 67.432 | 7,72 | 7.080 | 9,58 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 97.190 | 0,39 | 10.205 | 2,13 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 69.841 | 21,00 | 7.333 | 23,10 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 7.644 | 0,00 | 803 | 1,78 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 2.208 | 0,00 | 232 | 1,76 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 24.596 | 0,00 | 2.583 | 1,77 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 2.017 | 0,90 | 212 | 2,43 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 496.607 | -7,43 | 52.119 | -5,90 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 11.548 | -12,03 | 1.213 | -12,99 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.015 | -81,87 | 1.472 | -81,56 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 2.944 | 309 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 128.378 | -0,04 | 13.480 | 1,70 | ||||
| 2025-10-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 453.248 | -2,00 | 47.591 | -0,30 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 9.500 | 0,00 | 998 | 1,73 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 3.066 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 4.604 | 0,00 | 483 | 1,68 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.002 | 210 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 4.414 | 0,00 | 463 | 1,76 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 25.763 | -5,52 | 2.705 | -3,87 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.323 | 10,90 | 559 | 12,73 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 199.279 | -0,80 | 20.918 | 0,90 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 9.406 | 0,14 | 988 | 1,86 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 4.544 | 0,87 | 477 | 2,80 | ||||
| 2026-02-09 | 13F | Shelter Rock Management, LLC | 4.410 | 463 | ||||||
| 2026-02-06 | 13F | Keystone Financial Group | 22.795 | -1,80 | 2.393 | -0,50 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 8.125 | -2,36 | 853 | -0,58 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.545 | 12,24 | 1.527 | 14,21 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 2.700 | 0,00 | 284 | 1,80 | ||||
| 2026-01-15 | 13F | Windsor Capital Management, LLC | 6.300 | 0,00 | 662 | 1,69 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 5.983 | -2,65 | 628 | -0,95 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 4.550 | 1,02 | 478 | 14,94 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 4.684 | 105,26 | 492 | 108,94 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 7.032 | -0,26 | 738 | 1,51 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 247.313 | -0,79 | 25.968 | 0,93 | ||||
| 2025-10-21 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 17.432 | 4,07 | 1.830 | 5,90 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 944.545 | 10,82 | 99.177 | 12,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 241.686 | -11,53 | 25.377 | 90.532,14 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 575 | 60 | ||||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 223.900 | 23.510 | ||||||
| 2026-02-12 | 13F | Sava Penzisko Drushtvo A.d. Skopje | 296.349 | -2,91 | 31.117 | -1,23 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 76.234 | 0,65 | 8.005 | 2,39 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16.698 | -0,94 | 1.753 | 0,81 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 4.939 | 0,02 | 519 | 1,77 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 16.204 | 700,59 | 1.701 | 717,79 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 20.104 | -2,42 | 2.111 | -0,75 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 17.941 | 0,06 | 1.884 | 1,78 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 166 | 0,00 | 17 | 0,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 2.423 | 19,18 | 0 | |||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 5.561 | 0,00 | 584 | -2,51 | ||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 19.042 | -0,30 | 1.999 | 1,42 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 442 | 0,91 | 46 | 2,22 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 98.472 | -21,12 | 10.340 | -19,76 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.968 | 4,43 | 312 | 6,14 | ||||
| 2026-02-17 | 13F | Creative Planning | 41.642 | 4,99 | 4.372 | 6,82 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.114 | 443,83 | 852 | 453,25 | ||||
| 2026-02-09 | 13F | Buckhead Capital Management Llc | 5.430 | 570 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 59.521 | 259,47 | 6.250 | 265,87 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 5.300 | 15,22 | 556 | 17,30 | |||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 12.459 | -0,12 | 1.308 | 1,63 | ||||
| 2026-02-13 | 13F | Commerce Bank | 4.056 | -25,86 | 426 | -24,65 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 2.527 | 0,88 | 265 | 2,71 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 25.552 | -5,18 | 2.683 | -3,56 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 2.312 | -16,08 | 243 | -14,79 | ||||
| 2025-11-03 | 13F | Great Lakes Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 2.466 | 12,86 | 259 | 14,67 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 3.600 | 378 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 651 | 0,00 | 68 | 1,49 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 40.060 | 165,49 | 4.206 | 170,13 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 3.801 | -3,16 | 399 | -1,48 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 5.067 | 0,00 | 532 | 1,92 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 13.867 | 2,74 | 1.456 | 4,52 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3.300 | 0,00 | 341 | 11,84 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 2.445 | 0,00 | 257 | 1,59 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 3.512 | 6,04 | 369 | 7,92 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 799 | 84 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 282 | 0,00 | 30 | 0,00 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 3.200 | 14,94 | 336 | 17,07 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 4.209 | 2,28 | 442 | 4,01 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 14.111 | -12,66 | 1.482 | -0,67 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 24.483 | -2,57 | 2.571 | -0,89 | ||||
| 2026-01-12 | 13F | Central Valley Advisors, Llc | 7.840 | 0,00 | 823 | 1,73 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 3.623 | -7,65 | 0 | |||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 844 | -3,65 | 89 | -2,22 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 4.668 | 0,00 | 490 | 1,87 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 261 | 0,77 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 17.988 | -40,49 | 1.889 | -39,47 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 6.158 | -5,20 | 647 | -3,58 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 5.362 | 0,00 | 563 | 1,81 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 4.395 | -73,92 | 461 | -73,49 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 2.055 | 0,00 | 218 | 2,36 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.482 | 576 | ||||||
| 2026-01-29 | 13F | Pictet Asset Management Holding SA | 702.260 | 76,40 | 74.454 | 82,82 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 376 | 0,80 | 39 | 2,63 | ||||
| 2025-10-24 | 13F | Aspiriant, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 127 | 13 | ||||||
| 2026-02-17 | 13F | Zacks Investment Management | 3.576 | 375 | ||||||
| 2026-02-04 | 13F | Tsfg, Llc | 192 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.619 | -4,31 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 10.031 | 9,63 | 903 | -4,34 | ||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 2.522 | 265 | ||||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 1.000 | 0,00 | 105 | 1,94 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 30.389 | 3.191 | ||||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 50.514 | -2,08 | 5.304 | -0,39 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 534 | 0,00 | 56 | 1,82 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 16.123 | 0,37 | 1.693 | 2,11 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 2.272 | 0,00 | 239 | 0,85 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 2.699 | 0,22 | 283 | 2,17 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 5.889 | 1,53 | 618 | 3,34 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 870 | 0,00 | 91 | 2,25 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2.087 | 0 | ||||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 4.980 | -13,54 | 523 | -12,12 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 30.190 | -5,66 | 3.170 | -4,03 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 69.485 | 2,62 | 7.486 | 5,38 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 10.518 | 0,00 | 1.104 | 1,75 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 991 | -9,41 | 104 | -7,14 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 2.309 | -7,86 | 242 | -6,20 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 887.835 | -3,75 | 93.223 | -2,08 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 31.722 | -3,14 | 3.331 | -1,48 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 4.248 | -0,96 | 446 | 0,90 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 2.195 | 0,73 | 231 | 2,68 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 10.534 | 6,11 | 1.106 | 8,01 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 2.094 | 0,00 | 220 | 1,39 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 99.153 | 10,82 | 10.411 | 12,75 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 18.819 | 7,90 | 1.877 | 4,22 | ||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 3.600 | 0,00 | 0 | |||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 25.197 | 0,10 | 2.601 | 11,88 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 25.059 | -0,96 | 2.631 | 0,77 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 7.384 | -4,14 | 775 | -2,52 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 70.406 | 0,41 | 7.393 | 2,16 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 3.052 | 320 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.143 | 545,76 | 120 | 561,11 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.167 | 2,66 | 753 | 4,44 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 2.875 | 14,09 | 302 | 15,77 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 2.835 | -5,78 | 298 | -4,19 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 14.015 | 0,00 | 1.472 | 1,73 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 570 | 60 | ||||||
| 2026-01-13 | 13F | Dakota Wealth Management | 17.807 | -2,73 | 1.870 | -1,06 | ||||
| 2026-02-02 | 13F | Bellecapital International Ltd. | 2.508 | 0,00 | 263 | 1,94 | ||||
| 2026-01-27 | 13F | MontVue Capital Management, Inc. | 4.596 | 0,00 | 483 | 1,69 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 2.600 | 0,00 | 273 | 1,87 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 271 | 28 | ||||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 2.364 | -8,23 | 248 | -10,47 | ||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Citizens Business Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Trexquant Investment LP | 2.700 | -7,53 | 284 | -5,98 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 77.200 | -1,03 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.507 | -1,88 | 2.153 | -0,19 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 9.141 | 8,91 | 1 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 3.000 | 0,00 | 315 | 1,94 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 3.150 | -43,57 | 331 | 6,09 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 11.781 | 1.237 | ||||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 3.706 | -59,73 | 389 | -59,01 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 9.072 | -1,72 | 953 | 0,00 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 2.280 | -4,20 | 239 | -2,45 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 522 | 0,58 | 55 | 1,89 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 15.825 | -0,76 | 1.662 | 0,97 | ||||
| 2026-02-17 | 13F | Decision Investments, Inc | 31.176 | 3.273 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.423 | 0,00 | 147 | 11,45 | ||||
| 2025-11-10 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 49 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 3.143 | 0,00 | 330 | 1,85 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 4.623 | -8,11 | 485 | -6,55 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 3.148 | -2,90 | 337 | 0,90 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 3.600 | 0,14 | 378 | 1,62 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 266 | 0,00 | 28 | 0,00 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 514 | 0,00 | 54 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 4.020 | 422 | ||||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 3.600 | -7,88 | 378 | -6,20 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 12.115 | -1,10 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 18.230 | 0,41 | 1.914 | 2,19 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 99.801 | -2,98 | 10.479 | -1,29 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 53 | 6 | ||||||
| 2026-01-21 | 13F | Greenleaf Trust | 16.985 | 0,00 | 1.783 | 1,71 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 2.622 | 0,31 | 275 | 2,23 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.227 | 0,91 | 234 | 2,64 | ||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 1.950 | 205 | ||||||
| 2026-02-05 | 13F | L & S Advisors Inc | 3.040 | 0,90 | 319 | 2,90 | ||||
| 2026-02-02 | 13F | Pines Wealth Management, LLC | 10.028 | 0,34 | 1.053 | 2,04 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 4.084 | 79,12 | 429 | 82,13 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 85.979 | 2,46 | 8.809 | 1,71 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 3 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 11.249 | 1.181 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.233 | 27,64 | 339 | 29,89 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 7.494 | 44,62 | 787 | 47,19 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 2.160 | 0,00 | 227 | 1,80 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 12.857 | 20,93 | 1.350 | 22,97 | ||||
| 2026-01-09 | 13F | Sunflower Bank, N.A. | 2.157 | 0,00 | 226 | 1,80 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 189 | 0,00 | 20 | 0,00 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 64.198 | -0,47 | 6.741 | 1,26 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 6.000 | 0,00 | 630 | 1,78 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 219 | 0,00 | 23 | 0,00 | ||||
| 2026-02-10 | 13F | Excalibur Management Corp | 3.857 | -19,53 | 405 | -18,02 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 10.246 | 1.076 | ||||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 400 | -11,11 | 42 | -8,70 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 13.347 | -31,92 | 1.401 | -30,75 | ||||
| 2026-01-27 | 13F | PFG Advisors | 15.722 | 107,11 | 1.651 | 110,73 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 15.149 | -6,10 | 1.564 | 4,97 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 22.161 | -2,66 | 2.327 | -0,98 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 66.654 | 0,52 | 6.999 | 2,27 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 2.930 | -89,94 | 308 | -89,79 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 13.091 | -5,46 | 1.375 | -3,85 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 554 | -1,77 | 58 | 0,00 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 210 | 0,00 | 22 | 4,76 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 327.675 | 17,96 | 34.406 | 20,01 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 26.696 | 15,78 | 2.803 | 17,82 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 5.580 | -0,20 | 586 | 1,39 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 9.729 | -5,33 | 1.022 | -3,68 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sageworth Trust Co | 8.311 | 0,00 | 873 | 1,75 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 2.688 | 11,21 | 282 | 13,25 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 321 | 0,94 | 34 | 3,13 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 6.656 | 5,20 | 699 | 6,89 | ||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 7.000 | -22,22 | 735 | -20,80 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 1.120 | 118 | ||||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 4.124 | 324 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 210 | 22 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 149 | 16 | ||||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 7.971 | 0,16 | 837 | 1,83 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 9.105 | -4,75 | 956 | -3,04 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.272 | 1.666,67 | 134 | 1.800,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 414.800 | 2,21 | 44 | 4,88 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 34.280 | 5,60 | 3.599 | 7,43 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 17.599 | -1,20 | 1.848 | 0,49 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 17 | 2 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 52 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 954.811 | 4,78 | 100.255 | 6,60 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 5.141 | -0,25 | 540 | 1,51 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 7.813 | 2,21 | 807 | 2,15 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 1.914 | 201 | ||||||
| 2026-01-28 | 13F | Nicholson Meyer Capital Management, Inc. | 84.895 | -1,24 | 8.914 | 0,46 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 2.247 | 0,13 | 236 | 1,73 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 3.629 | 381 | ||||||
| 2026-02-17 | 13F | FIL Ltd | 750.715 | -10,11 | 79.253 | -8,06 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.800 | -23,68 | 609 | -22,32 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 4.761 | -50,00 | 500 | -49,19 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 1.229 | 0,66 | 129 | 2,38 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 563.592 | -0,89 | 59.177 | 0,83 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 2.263 | 0,18 | 238 | 1,72 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 5.088 | 1,96 | 534 | 3,69 | ||||
| 2026-02-17 | 13F | Fmr Llc | 29.799 | 10,72 | 3.146 | 13,25 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 95 | 10 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 126.375 | 10,75 | 13.269 | 14,35 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.453 | 0,07 | 573 | 1,78 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 23.234 | -3,05 | 2.440 | -1,37 | ||||
| 2026-01-26 | 13F | Zullo Investment Group, Inc. | 2.813 | 0,07 | 295 | 1,72 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 480 | 50 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 115.998 | 0,17 | 12.180 | 1,91 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 6.426 | 0,00 | 675 | 1,66 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 50.000 | 5.250 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 294 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4.456 | -0,91 | 468 | 0,65 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 12.424 | -13,85 | 1.304 | -12,37 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 12.222 | -3,31 | 1.283 | -1,61 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 3.839 | 0,00 | 403 | 1,77 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 34.843 | -2,06 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Mandatum Life Insurance Co Ltd | 4.846 | 0,00 | 509 | 1,60 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 14.590 | -0,16 | 1.532 | 1,53 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.379 | -3,05 | 565 | -1,40 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 80 | -78,84 | 9 | -80,00 | ||||
| 2026-02-12 | 13F/A | Pinebridge Investments Llc | 18.092 | 1.900 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 22.877 | 3,63 | 2.402 | 5,44 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 3.961 | 416 | ||||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 2.373 | 0,00 | 249 | 2,05 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 4.068 | 427 |
