Grundlæggende statistik
| Institutionelle ejere | 283 total, 283 long only, 0 short only, 0 long/short - change of 1,79% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0824 % - change of 0,60% MRQ |
| Institutionelle aktier (lange) | 12.135.923 (ex 13D/G) - change of -0,68MM shares -5,32% MRQ |
| Institutionel værdi (lang) | $ 574.740 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Energy ETF (US:IYE) har 283 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,135,923 aktier. Største aktionærer omfatter Morgan Stanley, Green Harvest Asset Management LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Goldman Sachs Group Inc, UBS Group AG, LPL Financial LLC, Royal Bank Of Canada, Ameriprise Financial Inc, and Bright Rock Capital Management, Llc .
iShares Trust - iShares U.S. Energy ETF (ARCA:IYE) 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 15, 2026 is 59,15 / share. Previously, on April 16, 2025, the share price was 42,21 / share. This represents an increase of 40,13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-15 | 13F | Bright Rock Capital Management, Llc | 300.000 | 0,00 | 14.259 | 0,02 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 468 | -95,55 | 22 | -95,63 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 35.660 | -0,03 | 2.310 | 36,22 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 4.577 | 6,74 | 218 | 6,90 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 23.316 | -0,05 | 1.108 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 3.238 | 210 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-02 | 13F | Reflection Asset Management | 291 | 14 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 432 | 21 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 6.089 | -18,15 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7.007 | 28,62 | 333 | 29,07 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 434 | 0,00 | 21 | 5,00 | ||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 244.460 | -8,16 | 11.619 | -8,14 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 13.608 | 0,00 | 881 | 36,38 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7.256 | -1,17 | 345 | -1,15 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.034 | 1,66 | 239 | 1,70 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 45.443 | -12,03 | 2.160 | -12,02 | ||||
| 2025-11-10 | 13F | Ellerson Group Inc /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 340 | 0,00 | 16 | 0,00 | ||||
| 2026-01-22 | 13F | Christensen, King & Associates Investment Services, Inc. | 4.307 | 205 | ||||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 5.203 | -47,35 | 247 | -47,33 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 44.465 | 0,92 | 2.113 | 6,07 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 700 | -13,37 | 33 | -13,16 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 75.990 | -3,99 | 3.612 | -3,99 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 100 | 5 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 210 | 0,00 | 10 | 0,00 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.259 | 60 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 55.073 | -1,78 | 724 | -72,86 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 34.737 | -15,08 | 1.651 | -15,03 | ||||
| 2026-04-06 | 13F | CX Institutional | 236 | -76,09 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 30.452 | -4,07 | 1.447 | -4,05 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 7.663 | 406 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.704 | 0,01 | 604 | 0,00 | ||||
| 2026-02-10 | 13F | Concord Investment Counsel Inc. | 8.173 | 0,00 | 388 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 28.006 | 0,03 | 1.331 | 0,08 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.100 | 0,00 | 71 | 36,54 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 596 | 0,68 | 28 | 0,00 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7.256 | -0,06 | 345 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 2.667 | -0,22 | 127 | -0,79 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.551 | 0,14 | 169 | 0,00 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 4.458 | 212 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 9.282 | -14,29 | 0 | |||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 529 | -39,61 | 25 | -35,90 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 10.576 | 1,36 | 685 | 21,67 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 127 | 0,00 | 8 | 33,33 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 6.976 | 0,00 | 452 | 36,25 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 8.568 | -45,66 | 856 | 91,70 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 6.924 | 329 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 13.276 | -1,15 | 860 | 34,64 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 15.141 | 11,03 | 720 | 10,96 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 115.371 | -7,02 | 5.488 | -7,63 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Tsfg, Llc | 357 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 6.828 | -6,78 | 325 | -6,90 | ||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 21.654 | 2,74 | 1.029 | 2,80 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 94 | 1,08 | 5 | 0,00 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 5.000 | -13,79 | 238 | -13,82 | ||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 9.669 | 1.247 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 23.837 | -1,09 | 1.133 | -0,61 | ||||
| 2026-01-27 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.140 | 0,00 | 54 | 0,00 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 7.331 | -3,75 | 348 | -3,60 | ||||
| 2026-02-12 | 13F | Promethium Advisors,llc | 5.670 | 0,00 | 269 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 15.075 | -2,10 | 740 | 1,09 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 90 | 1,12 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 97 | 0,00 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 49.777 | 107,71 | 3.127 | 169,57 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 22.992 | -14,77 | 1.203 | -6,68 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 294 | 0,00 | 14 | 0,00 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 40.255 | -6,50 | 1.913 | -6,45 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 72 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1 | -95,00 | 0 | |||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 9.023 | 584 | ||||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 29.438 | -17,48 | 1.399 | -17,46 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 6.635 | 0 | ||||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 163 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 1.452.119 | 0,37 | 69.019 | 0,39 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 10.506 | 0,49 | 499 | 0,60 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.000 | 0,00 | 48 | 0,00 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Simmons Bank | 9.116 | 0,56 | 433 | 0,70 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 500 | 0,00 | 24 | 0,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 43.123 | -4,73 | 2.050 | -4,74 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.334 | 0,45 | 63 | 0,00 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 10.700 | 0,01 | 509 | 0,00 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 1.903 | 0,00 | 90 | 0,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 7.996 | 0,00 | 518 | 36,05 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 69 | 3 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 33.674 | -0,98 | 1.601 | -0,93 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 294 | 0,00 | 14 | 0,00 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 8.360 | 541 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 11.835 | 32,98 | 563 | 33,18 | ||||
| 2026-02-17 | 13F | Politan Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 5.840 | 0,83 | 278 | 0,73 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 9.857 | 171,17 | 469 | 172,09 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 22.271 | 0,00 | 1.059 | 0,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 13.686 | 0,00 | 650 | 0,00 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 24.112 | -2,44 | 1.168 | -0,17 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 8.894 | 4,24 | 423 | 4,20 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10 | 0 | ||||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 200 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 8.274 | 396 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 37.968 | -17,35 | 1.805 | -17,36 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 82 | 4 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 140.487 | -2,82 | 6.677 | -2,80 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 20.621 | -55,32 | 980 | -55,31 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 8.336 | 0,00 | 396 | 0,00 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 1.890 | 0,00 | 90 | 0,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 90 | -55,00 | 4 | -55,56 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4.393 | -7,83 | 209 | -7,96 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 450 | 0,00 | 21 | 0,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Zurich Insurance Group Ltd/FI | 79.500 | 0,00 | 3.801 | 0,40 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 88.374 | 8,98 | 4.200 | 9,01 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 8.013 | 143,70 | 381 | 143,59 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 305 | 0,00 | 14 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.575 | 0,00 | 75 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 5.278 | 30,48 | 251 | 37,36 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 6.122 | -3,18 | 291 | 1,75 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 37.390 | 0,72 | 1.777 | 0,74 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 4.193 | 272 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 425 | 0,00 | 28 | 35,00 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 4.674 | -2,69 | 222 | -2,63 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 23.562 | 1.120 | ||||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 40 | 2 | ||||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 7.675 | 0,01 | 365 | 0,00 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 15.154 | 720 | ||||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 353 | 0,00 | 17 | 0,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 10.851 | 1,99 | 516 | 1,98 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 26.403 | 40,49 | 1.710 | 91,49 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 56 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 46.172 | 3,68 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 473.817 | -17,39 | 22.521 | -17,37 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 105.704 | -1,05 | 5.024 | -1,02 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 5.888 | 0,00 | 280 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 28.038 | 3,74 | 1.333 | 3,74 | ||||
| 2026-02-03 | 13F | Navellier & Associates Inc | 17.701 | 17,72 | 841 | 17,79 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 9.728 | -2,43 | 462 | -2,33 | ||||
| 2026-01-15 | 13F | Counterweight Ventures, LLC | 12.968 | -0,38 | 616 | -0,32 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 169.554 | -12,84 | 8.059 | -12,82 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 15.382 | 32,16 | 731 | 32,19 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 17.607 | -0,12 | 1.141 | 36,16 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 4.968 | 0,00 | 236 | 0,00 | ||||
| 2026-02-03 | 13F | Grimes & Company, Inc. | 9.667 | 0,39 | 459 | 0,44 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 355 | 17 | ||||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 53.494 | 2.543 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 339 | 3,35 | 16 | 6,67 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5.715 | 321 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 38 | 0 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 6.657 | 0,00 | 316 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.490 | 0,00 | 161 | 36,44 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 14.282 | 15,47 | 679 | 15,50 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 175 | 0,00 | 8 | 0,00 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.079 | 11,76 | 817 | 46,76 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 46.187 | 3,11 | 2.195 | 3,10 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 19.268 | 0,00 | 916 | 0,00 | ||||
| 2026-01-15 | 13F | Rockland Trust Co | 23.409 | -2,50 | 1.113 | -2,46 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 24.285 | 5,61 | 1.154 | 5,68 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.229 | 0,00 | 58 | 0,00 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 48.283 | 6,51 | 2.295 | 6,50 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 152.159 | -19,22 | 7.232 | -19,20 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Biondo Investment Advisors, LLC | 44.513 | 4,47 | 2.116 | 4,50 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.471 | 54,19 | 70 | 53,33 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 6.001 | -6,63 | 312 | 4,70 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 115 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.553 | 0,00 | 74 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 8.065 | -33,56 | 383 | -33,51 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.163 | 0,00 | 55 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.012 | -18,46 | 143 | -18,29 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 6.540 | -1,88 | 0 | |||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 8.974 | 3,28 | 427 | 3,40 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 15.749 | 1.020 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 975.248 | -2,81 | 46.354 | -2,79 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 6.798 | 0,04 | 323 | 0,31 | ||||
| 2026-01-29 | 13F | UBS Group AG | 603.424 | 2,98 | 28.681 | 3,00 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 9.876 | 128,40 | 469 | 128,78 | ||||
| 2026-02-10 | 13F | Eq Llc | 6.036 | -5,83 | 287 | -5,92 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 20.200 | -1,89 | 960 | -1,84 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 74 | 0,00 | 4 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 279 | 0,00 | 13 | 0,00 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.062 | 0,38 | 51 | 0,00 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 142 | 0,71 | 7 | 0,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 742 | -56,84 | 35 | -54,55 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 8.146 | 0,00 | 387 | 0,00 | ||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 11.700 | 0,00 | 556 | 0,18 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 857 | 0,71 | 41 | 0,00 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 246 | -38,04 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 119 | -21,19 | 8 | 0,00 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.498 | 0,67 | 71 | 1,43 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 7.273 | 22,79 | 346 | 22,78 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 457 | 0,00 | 22 | 0,00 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.366 | -3,74 | 88 | 31,34 | ||||
| 2026-01-30 | 13F | Narwhal Capital Management | 8.825 | 0,00 | 419 | 0,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 4.558 | 217 | ||||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 14.125 | 2,39 | 671 | 2,44 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 125.765 | -9,69 | 5.978 | 99.516,67 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 150 | 10 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 280 | 40,00 | 13 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 5.315 | 0,00 | 265 | 4,76 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.081 | 13,55 | 51 | 13,33 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 103.707 | -9,24 | 4.929 | -9,21 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.203 | -11,31 | 105 | -11,86 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 4.925 | 28,76 | 234 | 29,28 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 1.025 | 0,00 | 49 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 20 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 310 | 0,00 | 15 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 7.155 | 0,27 | 340 | 0,29 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 33.130 | -7,93 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 535 | -27,70 | 25 | -28,57 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 6.598 | -28,48 | 314 | -28,54 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 5.500 | 0,00 | 261 | 0,00 | ||||
| 2026-02-11 | 13F | Artesa Financial Group, LLC | 46.025 | 2.188 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 500 | 0,00 | 24 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 9.894 | 7,25 | 470 | 7,31 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 8.200 | -19,91 | 458 | -5,97 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 44.645 | 2.122 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 7.619 | -20,70 | 362 | -20,61 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12.043 | -9,40 | 780 | 23,61 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 2.240 | -2,52 | 107 | -2,75 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 17 | 0 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 24.198 | 6,60 | 1.150 | 6,68 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 48 | 0,00 | 40 | -13,33 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.296 | 62 | ||||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 21.904 | -0,02 | 1.368 | 31,41 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 1.760 | 0,23 | 84 | 0,00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 15 | 0,00 | 1 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 5.845 | -2,81 | 278 | -2,81 | ||||
| 2026-01-29 | 13F/A | Lazari Capital Management, Inc. | 6.950 | 0,00 | 330 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 24.746 | -8,10 | 1.176 | -8,05 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.186 | 0,62 | 199 | 0,51 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 6.827 | -7,07 | 442 | 26,65 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 29.893 | -2,19 | 1.421 | -2,20 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.022 | 1,60 | 619 | 1,48 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 1.225 | 0,00 | 58 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 356.022 | -5,36 | 16.922 | -5,31 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 7.759 | -3,69 | 369 | -3,66 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.146 | 74 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.190 | 271 | ||||||
| 2026-02-06 | 13F | Northwest Wealth Advisors, LLC | 11.667 | 555 | ||||||
| 2026-02-04 | 13F | LRI Investments, LLC | 480 | 0,00 | 23 | 0,00 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 15.560 | 740 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 342 | -5,52 | 16 | -5,88 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 209 | 0,00 | 14 | 44,44 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 9.969 | -18,39 | 646 | 11,21 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 299 | -66,78 | 15 | -64,29 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 96.481 | 13,01 | 4.586 | 9,82 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.809.873 | -4,92 | 86.023 | -4,90 | ||||
| 2026-02-18 | 13F | CrossGen Wealth, LLC | 9.134 | 434 | ||||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 25.709 | -2,48 | 1.564 | 19,13 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.932 | 0,42 | 282 | 0,36 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 300 | 0,00 | 14 | 0,00 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 22.262 | -39,80 | 1.058 | -39,78 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.266 | 60 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 357.170 | -0,28 | 16.976 | -0,26 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 6.525 | 22,54 | 310 | 22,53 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.212 | 0,00 | 58 | 0,00 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 69 | 15,00 | 3 | 50,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.127 | 5,04 | 291 | 5,05 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 5 | 0,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 132 | -15,92 | 6 | -14,29 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 5.700 | 0,00 | 369 | 36,67 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 505 | 0,00 | 33 | 33,33 | ||||
| 2025-10-21 | 13F | SC&H Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 4.376 | 0,00 | 208 | 0,00 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 27.845 | -4,22 | 1.325 | -4,13 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 934.461 | -1,70 | 44.415 | -1,68 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 17.079 | 812 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 849 | 0,00 | 40 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 68.308 | 24,07 | 1.920 | -26,64 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 65.924 | 5,47 | 3.133 | 5,49 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 400 | 0,00 | 19 | 0,00 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 692 | 33 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 26.605 | -9,09 | 1.265 | -9,06 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 16.925 | -8,33 | 1 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4.243 | -3,81 | 275 | 31,10 | ||||
| 2025-10-29 | 13F | Allstate Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 20.472 | -1,37 | 973 | -1,32 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 23.805 | 1.131 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 5.300 | -32,05 | 252 | -32,16 | |||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 18.105 | -2,60 | 861 | -2,60 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 5.643 | -77,39 | 268 | -77,38 | ||||
| 2026-01-21 | 13F | Lakeshore Capital Group, Inc. | 6.920 | -0,62 | 329 | -0,61 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 7.427 | 10,44 | 353 | 10,66 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 8.285 | 58,41 | 394 | 58,47 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 3.290 | 213 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 6.550 | 20,96 | 311 | 21,01 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 203 | 1,00 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.256 | -0,07 | 202 | 0,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 983 | -8,99 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 7.100 | 0,00 | 337 | 0,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 3.050 | 0,00 | 198 | 36,81 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 5.500 | 0,00 | 261 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 722.662 | 14,29 | 34.348 | 14,32 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 507 | 0,00 | 24 | 0,00 |
