Grundlæggende statistik
| Institutionelle ejere | 320 total, 320 long only, 0 short only, 0 long/short - change of 4,89% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1671 % - change of 13,64% MRQ |
| Institutionelle aktier (lange) | 6.748.154 (ex 13D/G) - change of 0,45MM shares 7,07% MRQ |
| Institutionel værdi (lang) | $ 967.665 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Industrials ETF (US:IYJ) har 320 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,748,154 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Green Harvest Asset Management LLC, LPL Financial LLC, UBS Group AG, Mml Investors Services, Llc, Kozak & Associates, Inc., Royal Bank Of Canada, and Ferguson Wellman Capital Management, Inc .
iShares Trust - iShares U.S. Industrials ETF (BATS:IYJ) 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 February 23, 2026 is 158,46 / share. Previously, on February 24, 2025, the share price was 135,18 / share. This represents an increase of 17,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-02 | 13F | Mutual Advisors, LLC | 4.057 | -0,37 | 601 | 0,17 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 3.444 | 510 | ||||||
| 2025-10-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 249 | 0,00 | 37 | 0,00 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 19.447 | 71,78 | 2.909 | 76,99 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 3.291 | -0,81 | 488 | 0,83 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 767 | -8,91 | 114 | -7,38 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 257.237 | 10,00 | 38.115 | 11,74 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 212.150 | 10,38 | 31.435 | 12,12 | ||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 2.008 | 0,00 | 298 | 1,71 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 56.467 | -15,83 | 8.367 | -14,50 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 600 | 0,00 | 88 | 2,35 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 1.794 | 1,30 | 266 | 2,71 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 643 | 0,00 | 95 | 2,15 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 50.891 | 13,04 | 7.541 | 14,82 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 678 | 0,30 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 40.656 | 1,97 | 6.024 | 3,58 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 6.220 | 1 | ||||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 3.023 | 13,43 | 448 | 15,21 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 74.821 | 2,93 | 11.086 | 4,56 | ||||
| 2026-02-17 | 13F | Creative Planning | 19.156 | 0,72 | 2.838 | 2,31 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 2.017 | -13,66 | 299 | -12,35 | ||||
| 2026-01-16 | 13F | Pictet North America Advisors SA | 1.891 | 0,00 | 280 | 1,82 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 4.805 | 15,03 | 712 | 16,75 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 300 | 44 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 3.471 | 0,00 | 514 | 1,58 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 38.995 | 56,59 | 5.778 | 59,06 | ||||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 2.135 | 0,00 | 316 | 1,61 | ||||
| 2025-11-13 | 13F | Financial Life Planners | 0 | 0 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 411 | 61 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 2.569 | 0,00 | 381 | 1,60 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22.517 | -13,47 | 3.336 | -12,09 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 269 | 0,00 | 39 | 2,63 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 48 | 0,00 | 7 | 16,67 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 2.343 | 347 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 220 | 0,00 | 35 | 9,38 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 1.358 | 201 | ||||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.642 | 0,00 | 243 | 1,67 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 55 | 0,00 | 8 | 14,29 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 13.882 | -0,27 | 2.112 | 4,04 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.383 | -17,71 | 501 | -16,36 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 1.522 | 226 | ||||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 5.187 | 769 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 2.102 | 0,05 | 311 | 1,63 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.145 | 4,35 | 0 | |||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 2.457 | 0,04 | 364 | 1,68 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 775 | 0,00 | 115 | 0,88 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 334 | 41,53 | 50 | 44,12 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 100 | 15 | ||||||
| 2026-01-09 | 13F | Spence Asset Management | 16.295 | 1,91 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.135 | 10,03 | 1.502 | 11,76 | ||||
| 2026-01-27 | 13F | Cfm Wealth Partners Llc | 1.963 | 0,00 | 291 | 1,40 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 192 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 3.316 | 0,00 | 491 | 1,66 | ||||
| 2026-01-13 | 13F | Cadent Capital Advisors, LLC | 36.663 | 4,30 | 5.432 | 5,95 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 98.465 | -0,24 | 14.591 | 1,17 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.757 | 4,58 | 260 | 6,12 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 40.026 | -8,86 | 5.931 | -7,43 | ||||
| 2026-01-23 | 13F | Charter Oak Capital Management, LLC | 4.522 | -0,99 | 670 | 0,60 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 8.862 | -4,36 | 1.313 | -2,81 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.550 | 34,64 | 378 | 36,59 | ||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 85 | 0,00 | 13 | 8,33 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 7.681 | -0,40 | 1.138 | 1,25 | ||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Capital Asset Advisory Services LLC | 7.399 | 1,90 | 1.145 | 8,03 | ||||
| 2026-01-14 | 13F | Shulman DeMeo Asset Management LLC | 19.112 | 0,18 | 2.832 | 1,76 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 1.769 | 262 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 80 | 0,00 | 12 | 0,00 | ||||
| 2026-01-12 | 13F | Central Valley Advisors, Llc | 4.283 | 0,00 | 635 | 1,60 | ||||
| 2026-01-21 | 13F | Planning Directions Inc | 6.940 | -4,30 | 1.028 | -2,74 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 186 | 0,00 | 28 | 0,00 | ||||
| 2026-01-27 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.100 | -17,91 | 163 | -16,92 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 1.355 | 201 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 33.016 | 0,76 | 4.892 | 2,36 | ||||
| 2025-10-17 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 332.013 | -0,64 | 49.194 | 0,93 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.204 | 0,00 | 178 | 1,71 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 24 | -4,00 | 4 | 0,00 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 32.849 | 4.867 | ||||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 235 | 0,00 | 35 | 0,00 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 96.769 | 3,73 | 14.338 | 5,36 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 1.835 | 12,65 | 204 | -11,69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12.874 | 40,12 | 1.908 | 42,31 | ||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 2.993 | -42,44 | 443 | -41,56 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 2.240 | -16,48 | 331 | -15,35 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 582 | 0,17 | 86 | 2,38 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 610 | 90 | ||||||
| 2026-02-05 | 13F | Simmons Bank | 7.265 | 0,57 | 1.076 | 2,18 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 49.821 | 14,04 | 7.382 | 15,82 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 1.585 | 235 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 14.655 | 13,19 | 2.171 | 14,99 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.465 | 50,21 | 365 | 52,72 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 1.360 | -6,85 | 202 | -5,19 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 5.150 | -43,19 | 763 | -42,28 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 23.389 | -4,97 | 3.465 | -3,48 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 5.491 | -3,62 | 814 | -2,17 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 10.370 | 0,00 | 1.537 | 1,59 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 4.002 | 0,00 | 593 | 1,54 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 25.035 | 2,27 | 3.709 | 3,86 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.962 | 0,00 | 439 | 1,39 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 662 | -24,52 | 98 | -22,83 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 4.742 | 175,86 | 703 | 187,70 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 2.099 | 306 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 10.346 | 14,04 | 1.533 | 15,80 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 1.650 | -87,15 | 244 | -86,97 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.490 | 0,00 | 217 | 2,84 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 16.597 | 0,10 | 2.459 | 1,70 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 70 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 9.913 | -12,05 | 1.469 | -10,71 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 1.654 | 0,00 | 245 | 1,66 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 799 | 0,00 | 118 | 1,72 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 2.005 | -1,96 | 297 | -0,34 | ||||
| 2026-02-02 | 13F | CX Institutional | 24.034 | 7,72 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 760 | 0,00 | 113 | 1,82 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 | 0 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 12.335 | 67,41 | 1.828 | 70,11 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 12.025 | 0,18 | 1.782 | 1,77 | ||||
| 2026-02-17 | 13F | Zurich Insurance Group Ltd/FI | 17.360 | 0,00 | 2.597 | 1,84 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.991 | -5,14 | 463 | -0,22 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4.562 | -1,06 | 676 | 0,45 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 4.129 | -11,79 | 612 | -10,41 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.700 | 0,00 | 252 | 1,62 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 311.785 | -0,44 | 46.197 | 1,13 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.137 | -0,42 | 317 | 1,28 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 3.780 | -2,22 | 560 | -0,53 | ||||
| 2026-01-06 | 13F | JBR Co Financial Management Inc | 11.847 | -4,51 | 1.755 | -2,99 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 16.821 | 0,60 | 2.492 | 2,17 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Fundamentun, Llc | 1.706 | 3,65 | 253 | 5,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Adirondack Capital Advisors, LLC | 18.832 | 2.790 | ||||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 3.600 | 0,00 | 533 | 1,52 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 105 | 0,00 | 16 | 0,00 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 4.090 | -1,11 | 606 | 0,50 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.398 | -0,92 | 207 | 0,98 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 50.125 | -0,74 | 7 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.015 | -10,52 | 595 | -9,17 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 44.699 | -1,17 | 6.623 | 0,39 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 24.468 | 0,00 | 3.625 | 1,57 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 18.683 | -6,58 | 2.768 | -5,11 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.300 | -44,27 | 341 | -43,52 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 230 | 34 | ||||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 1.918 | 284 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 187.725 | 8,48 | 27.815 | 10,18 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 5.542 | -1,30 | 821 | 0,24 | ||||
| 2026-02-13 | 13F | Biondo Investment Advisors, LLC | 6.940 | 2,21 | 1.028 | 3,84 | ||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 5.454 | -13,04 | 808 | -11,60 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.913 | 0,00 | 425 | 2,42 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 7.399 | -0,88 | 1.096 | 0,74 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 2.200 | 0,00 | 326 | 1,56 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 5.103 | 0,00 | 756 | 1,61 | ||||
| 2025-10-22 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 1.700 | -5,56 | 252 | -4,20 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 210.385 | 224,67 | 31.173 | 229,79 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 15 | 0 | ||||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 25 | 4 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 12.853 | -7,53 | 1.904 | -6,07 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 240 | 0,00 | 36 | 0,00 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 2.500 | 370 | ||||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 5.639 | 836 | ||||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 1.703 | 0,18 | 252 | 1,61 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 220 | 0,00 | 33 | 0,00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 33.887 | -6,75 | 5.021 | -5,26 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.041 | -49,00 | 154 | -48,15 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 4.937 | -27,43 | 731 | -26,31 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 13.726 | 0,41 | 2.034 | 1,96 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 221 | 0,00 | 33 | 0,00 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 374 | 0 | ||||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 2.370 | -5,58 | 351 | -4,10 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 3.080 | 0,92 | 456 | 2,47 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.514 | 0,08 | 1.706 | 1,67 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 160 | -71,73 | 24 | -71,95 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 19.834 | -10,84 | 2.939 | -9,46 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 821 | 0,00 | 122 | 1,68 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.570 | 0,00 | 233 | 1,31 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 13.130 | 2,34 | 1.945 | 3,96 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 2.498 | 0,00 | 370 | 1,65 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 2.768 | 410 | ||||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.918 | -3,66 | 729 | -2,15 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 160 | 0,00 | 24 | 0,00 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.543 | 0,00 | 229 | 1,33 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 14 | 2 | ||||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 4.132 | 0,00 | 612 | 1,66 | ||||
| 2026-01-20 | 13F | Essex LLC | 11.242 | -0,27 | 1.666 | 1,28 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 14.105 | 8,66 | 2.090 | 10,35 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 572.104 | -6,91 | 84.769 | -5,44 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 813 | 0,00 | 120 | 1,69 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.307 | 15,35 | 342 | 17,18 | ||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 19.364 | 4,43 | 2.869 | 6,10 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 60 | 0,00 | 9 | 0,00 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 19.106 | 4,13 | 2.968 | 10,63 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 5.172 | 0,00 | 766 | 1,59 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 4.425 | 656 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 218 | 0,00 | 32 | 3,23 | ||||
| 2026-01-29 | 13F | UBS Group AG | 272.970 | -1,43 | 40.446 | 0,12 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 3.614 | -0,41 | 535 | 1,13 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 9.093 | -4,96 | 1.347 | -3,44 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 8.804 | -0,23 | 1.305 | 1,32 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1.000 | 0,00 | 148 | 2,07 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 58.881 | 0,79 | 8.724 | 2,37 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 8.989 | 6,50 | 1.332 | 8,12 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 5.161 | -22,81 | 806 | -16,32 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.800 | 0,00 | 267 | 1,53 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 10.200 | 1.511 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 6.842 | -5,50 | 1.014 | -4,07 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.618 | 18,55 | 1.129 | 20,38 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 6.322 | 937 | ||||||
| 2026-02-12 | 13F | Woodley Farra Manion Portfolio Management Inc | 1.949 | -41,21 | 289 | -40,37 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 1.921 | 0,00 | 285 | 1,43 | ||||
| 2026-02-13 | 13F | Kennicott Capital Management Llc | 8.055 | 0,00 | 1.194 | 1,53 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 42.262 | -0,76 | 6 | 0,00 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 50 | 0 | ||||||
| 2026-01-13 | 13F | McClarren Financial Advisors, Inc. | 148 | -90,98 | 243 | 1,67 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.354 | 1,78 | 645 | 3,37 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.500 | 0,00 | 222 | 1,83 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.945 | 56,73 | 288 | 59,12 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 18.497 | -62,22 | 2.741 | -61,64 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.226 | -4,49 | 923 | -3,05 | ||||
| 2025-11-12 | 13F | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Navellier & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 7.605 | 1,60 | 1.127 | 3,30 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 10.663 | 1.580 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Muirfield Wealth Advisors Llc | 5.784 | 31,93 | 857 | 34,12 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 15.951 | 13,94 | 2.363 | 15,72 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 79.572 | 962,23 | 3.414 | 212,55 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 64 | 0,00 | 9 | 0,00 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 2.391 | -11,05 | 354 | -9,69 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 4.395 | 0,00 | 684 | 6,54 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 123 | -0,81 | 18 | 0,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 339 | 17,71 | 50 | 19,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 34.899 | -13,57 | 5.171 | 103.320,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 26.151 | 13,70 | 3.875 | 15,47 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 200 | 0,00 | 30 | 0,00 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 104.036 | 15.415 | ||||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 8.889 | 1.317 | ||||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 2.050 | 0,00 | 304 | 1,34 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 600 | -14,29 | 89 | -3,30 | ||||
| 2026-01-14 | 13F | Stillwater Capital Advisors, LLC | 12.047 | 1,93 | 1.785 | 3,54 | ||||
| 2026-01-27 | 13F | Magnolia Capital Management Ltd | 20.076 | -8,79 | 3 | -33,33 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 55.763 | 4,26 | 8.262 | 5,90 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 3.628 | -56,36 | 538 | -55,69 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 2.411 | 0,00 | 357 | 1,71 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 462.319 | 4,55 | 68.502 | 6,19 | ||||
| 2026-01-14 | 13F | Aventus Investment Advisors, Inc. | 500 | 0,00 | 74 | 2,78 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 3.626 | -12,82 | 537 | -11,39 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 4.850 | 716 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 98,58 | 14.817 | 101,73 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 428 | 63 | ||||||
| 2026-02-09 | 13F | Glenview Trust Co | 6.894 | 48,07 | 1.021 | 50,37 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 1.618 | 0,00 | 240 | 1,27 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 15.600 | 0,00 | 2.311 | 1,58 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 2.667 | 395 | ||||||
| 2026-02-11 | 13F | Picton Mahoney Asset Management | 100 | -90,91 | 15 | |||||
| 2026-01-28 | 13F | Southern Capital Advisors, Llc | 32.182 | 1,95 | 4.768 | 3,56 | ||||
| 2026-01-21 | 13F | Lakeshore Capital Group, Inc. | 3.887 | -1,12 | 576 | 0,35 | ||||
| 2026-01-21 | 13F | V2 Financial group LLC | 2.000 | 0,00 | 296 | 1,72 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 174 | 0,00 | 26 | 0,00 | ||||
| 2026-01-06 | 13F | Chemistry Wealth Management LLC | 2.051 | -4,56 | 304 | -3,19 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Paragon Financial Partners, Inc. | 2.664 | 0,08 | 395 | 1,55 | ||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 31.826 | -21,68 | 4.716 | -20,46 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 5.423 | -1,08 | 804 | 0,50 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 2.188 | -3,53 | 324 | -1,82 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 55 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 51.325 | 19,72 | 7.605 | 22,66 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 8.889 | -0,17 | 1.368 | 5,32 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Finley Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 24.841 | 130,67 | 3.681 | 134,39 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 95.566 | 1,20 | 14.153 | 2,74 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 4.037 | -1,05 | 598 | 0,50 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 2.116 | 0,14 | 314 | 1,62 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.263 | 231,50 | 197 | 258,18 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.031 | 0,00 | 153 | 1,33 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 9.062 | 2,28 | 1.343 | 3,87 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 96 | 14 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 145 | 21 | ||||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.172 | -6,24 | 174 | -4,95 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.569 | 0,00 | 232 | 1,75 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.899 | 0,00 | 281 | 1,44 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 6.170 | -16,59 | 914 | -15,29 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 3.018 | 447 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.520 | 1,98 | 373 | 3,61 | ||||
| 2026-01-06 | 13F | First Citizens Financial Corp | 33.103 | -1,23 | 4.905 | 0,33 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 4.692 | 0,06 | 695 | 1,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 7.363 | 0,00 | 1.091 | 1,49 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.528 | 671 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 1.461 | 216 | ||||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 2.000 | 0,00 | 296 | |||||
| 2025-10-28 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 12.021 | 3,75 | 1.781 | 5,45 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 44.471 | 20,71 | 6.589 | 22,61 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 2.248 | 2,79 | 333 | 4,39 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 1.617 | 3,39 | 239 | 4,82 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 330 | 0,00 | 49 | 0,00 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 1.534 | 0,00 | 227 | 1,79 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 799.436 | -3,35 | 118.453 | -1,83 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.818 | 23,16 | 862 | 25,11 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Signaturefd, Llc | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 202 | 30 | ||||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 43 | 0,00 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 50 | -95,00 | 7 | -95,21 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 2.915 | -1,79 | 432 | -0,46 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 2.965 | 0,00 | 439 | 1,62 | ||||
| 2025-11-17 | 13F | Avondale Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 1.759 | 0,17 | 261 | 1,56 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 610 | 0,00 | 90 | 2,27 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 6.976 | 10,55 | 1.034 | 12,28 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 23.346 | -47,11 | 3.459 | -46,28 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 6.388 | 0,00 | 1 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 216 | 0,00 | 32 | 3,23 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 2.087 | 0,10 | 309 | 1,64 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37.718 | 81,81 | 5.368 | 98,78 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 11 | -45,00 | 2 | -50,00 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 214.805 | 6,40 | 33.220 | 16,66 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 3.498 | 0,00 | 518 | 1,57 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 7.207 | -46,27 | 1.068 | -45,45 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 2.811 | 0,00 | 435 | 5,08 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.067 | 3,05 | 1.047 | 4,70 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 3.698 | 0,03 | 548 | 1,48 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 1.407 | -46,38 | 208 | -40,57 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 30 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1.584 | 0,06 | 235 | 1,74 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 4.412 | 54,37 | 654 | 56,97 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 2.050 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1.973 | -9,33 | 292 | -7,89 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.306 | 1,56 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 3.324 | 2,47 | 493 | 4,02 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 2.000 | -50,00 | 296 | -49,23 | |||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 518 | 77 |
