JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
US ˙ NasdaqGM ˙ US46654Q2030

Grundlæggende statistik
Institutionelle ejere 940 total, 936 long only, 0 short only, 4 long/short - change of 6,81% MRQ
Gennemsnitlig porteføljeallokering 0.4704 % - change of -16,01% MRQ
Institutionelle aktier (lange) 172.565.812 (ex 13D/G) - change of -13,38MM shares -7,20% MRQ
Institutionel værdi (lang) $ 9.839.690 USD ($1000)
Institutionelt ejerskab og aktionærer

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (US:JEPQ) har 940 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 172,565,812 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Ameriprise Financial Inc, Royal Bank Of Canada, Raymond James Financial Inc, Advisor Group Holdings, Inc., and UBS Group AG .

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (NasdaqGM:JEPQ) 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 24, 2026 is 58,99 / share. Previously, on April 28, 2025, the share price was 51,11 / share. This represents an increase of 15,42% over that period.

JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF Historical Put/Call Ratio
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.

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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 TCG Advisory Services, LLC 359.246 21,92 20.879 23,19
2026-02-04 13F JSF Financial, LLC 25.711 91,64 1.494 93,77
2026-01-28 13F Fischer Investment Strategies, Llc 5.245 305
2026-02-13 13F Focused Alpha, Llc 5.392 313
2026-02-04 13F First Foundation Advisors 11.781 685
2026-02-11 13F Sunrise Financial Services, LLC 1.320 77
2026-02-12 13F Rossby Financial, LCC 237 0,00 14 0,00
2026-04-13 13F Plan Group Financial, LLC 13.032 48,46 724 41,76
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-04-17 13F Nautilus Advisors LLC 21.208 33,57 1.177 27,66
2026-01-29 13F IMC-Chicago, LLC 11.485 668
2026-02-13 13F Centaurus Financial, Inc. 103.612 2,83 6 20,00
2026-04-24 13F Secured Retirement Advisors, Llc 23.181 -4,11 1.287 -8,40
2026-04-23 13F Granite Harbor Advisors, Inc. 4.221 2,68 234 -1,68
2025-11-12 13F Creekmur Asset Management LLC 175 2,34 10 11,11
2026-04-23 13F Signature Securities Group Corporation 63.163 -2,25 3.507 -7,54
2026-02-10 13F Envestnet Asset Management Inc 3.388.639 -5,20 196.948 -4,21
2026-02-13 13F Ubs Asset Management Americas Inc 3.324 193
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 78.497 12,46 4.562 13,65
2026-02-19 13F Mcguire Capital Advisors Inc 2.642 154
2025-11-14 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-22 13F TBH Global Asset Management, LLC 51.274 2.847
2026-04-23 13F SageGuard Financial Group, LLC 352.467 -3,78 19.569 -8,09
2026-04-08 13F Dynamic Advisor Solutions LLC 108.291 -4,60 6.012 -8,87
2026-04-17 13F Investment Advisory Services Inc /tx /adv 48.762 -0,94 2.707 -5,35
2026-02-03 13F Sequoia Financial Advisors, LLC 9.155 46,62 532 48,19
2026-02-26 13F Ssa Swiss Advisors Ag 2.799 0,00 163 1,25
2026-01-21 13F New Wave Wealth Advisors Llc 127.449 1,97 7.481 4,06
2026-02-02 13F Ping Capital Management, Inc. 5.700 -83,24 331 -83,07
2026-02-12 13F Ruggiero Investments, Inc. 18.441 1.072
2026-04-21 13F WMS Group LLC 57.626 -4,84 3.199 -9,09
2026-04-15 13F Silverlake Wealth Management Llc 12.462 2,13 692 -2,54
2026-02-27 13F Southern Capital Services Inc /adv 184.451 10.720
2026-01-29 13F Dunhill Financial, LLC 127 1,60 7 0,00
2026-02-10 13F Novak & Powell Financial Services, Inc. 4.274 248
2026-04-17 13F PMG Family Office LLC 49.758 5,68 2.763 -0,04
2026-04-20 13F Ritholtz Wealth Management 0 -100,00 0
2025-11-05 13F Soundwatch Capital LLC 0 -100,00 0
2026-02-10 13F Turn8 Private Wealth Inc. 64.849 0,14 3.620 1,09
2026-02-17 13F Integrity Wealth Advisors, Inc. 8.149 474
2026-02-09 13F Investors Portfolio Services LLC 41.593 2.432
2026-02-11 13F Invst, LLC 34.771 3,62 2.021 4,66
2026-02-17 13F Russell Investments Group, Ltd. 680 411,28 40 457,14
2026-02-17 13F Gotham Asset Management, LLC 20.074 55,76 1.167 57,35
2026-04-15 13F FNY Investment Advisers, LLC 18.767 -2,09 1 0,00
2026-02-17 13F Warren Averett Asset Management, LLC 289.236 9,88 16.810 11,03
2026-02-17 13F Captrust Financial Advisors 23.174 66,25 1.347 68,04
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 17.292 9,87 960 5,03
2026-02-09 13F Integrity Alliance, Llc. 95.648 38,63 5.559 40,10
2026-02-03 13F Anfield Capital Management, LLC 116 2,65 7 0,00
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 825.450 24,85 48 23,68
2026-01-23 13F Diversify Advisory Services, LLC 9.323 17,83 549 18,06
2026-01-30 13F Camden Capital, LLC 3.766 0,00 219 0,93
2026-02-04 13F GGM Financials LLC 1.532 2,54 89 4,71
2026-04-22 13F Retirement Guys Formula Llc 67.671 6,57 3.757 1,82
2026-01-08 13F Ulland Investment Advisors, LLC 86.409 -1,51 5 0,00
2026-02-17 13F Cahill Financial Advisors Inc 9.121 -27,01 530 -26,18
2026-02-10 13F WCG Wealth Advisors LLC 70.273 4.084
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 110.793 -0,96 6.151 -5,38
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-17 13F Coppell Advisory Solutions LLC 30.533 7,68 1.804 10,88
2025-11-06 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-02-05 13F Thrivent Financial For Lutherans 108.493 20,53 6 20,00
2026-04-20 13F MBA Advisors LLC 24.681 1,61 1.370 -2,91
2026-02-09 13F Fisher Asset Management, LLC 4.405 256
2026-02-05 13F Td Private Client Wealth Llc 56 -89,29 3 -90,00
2026-02-05 13F RiverFront Investment Group, LLC 1.961.662 -25,43 114.012 -24,68
2025-11-07 13F Synovus Financial Corp 25.595 160,43 1.472 175,66
2026-01-28 13F Edge Financial Advisors LLC 5.641 328
2026-01-23 13F Transcend Wealth Collective, Llc 30.143 -5,96 1.752 -4,99
2026-02-02 13F Robertson Stephens Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Betterment LLC 16.160 62,31 1
2026-03-16 13F Osbon Capital Management Llc 263 15
2026-04-23 13F 3Chopt Investment Partners, LLC 374 -0,53 21 -9,09
2026-02-13 13F Intrepid Financial Planning Group LLC 97.232 -1,22 5.651 -0,19
2026-04-10 13F Marshall Financial Group LLC 35.958 -5,33 1.996 -9,56
2026-02-13 13F Pacific Center for Financial Services 10.466 0,00 602 0,00
2026-02-09 13F Putnam Fl Investment Management Co 10.224 594
2026-04-15 13F Diligent Investors, LLC 10.109 561
2026-02-13 13F Corps Capital Advisors, LLC 15.058 39,97 875 41,59
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.000 0,00 56 -5,17
2026-01-21 13F Capital Investment Advisory Services, LLC 73.351 0,16 4.263 1,21
2025-11-05 13F Lokken Investment Group LLC 9.639 111,29 554 123,39
2026-02-13 13F Acumen Wealth Advisors, LLC 153 9
2026-02-12 13F Summit Financial, LLC 177.705 -8,70 10.431 -6,83
2026-02-11 13F MidWestOne Financial Group, Inc. 35.161 0,98 2.044 2,05
2026-01-26 13F PFG Investments, LLC 74.492 6,70 4.329 7,82
2026-02-06 13F FourThought Financial Partners, LLC 0 -100,00 0
2026-02-09 13F Allen Capital Group, LLC 9.141 5,65 531 6,84
2026-02-11 13F Franklin Resources Inc 588.942 -4,80 34.229 -3,81
2026-04-23 13F SevenBridge Financial Group, LLC 6.063 -2,65 357 -3,51
2026-04-24 13F Wagner Wealth Management, Llc 63.821 1,71 3.543 -2,85
2026-02-28 13F NCM Capital Management, LLC 18.961 2,71 1.102 3,86
2026-02-04 13F Strait & Sound Wealth Management LLC 5.668 11,31 329 12,67
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-04-16 13F Montecito Bank & Trust 6.450 -0,31 358 -4,79
2026-02-05 13F Owen LaRue, LLC 18.062 48,88 1.050 50,50
2026-01-28 13F Kingswood Wealth Advisors, Llc 204.496 120,26 11.885 122,57
2026-04-20 13F Hilton Head Capital Partners, LLC 1.500 0,00 83 -4,60
2026-02-03 13F NewEdge Wealth, LLC 16.835 -1,23 978 -1,91
2026-02-13 13F Searle & Co. 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 72.231 -17,03 4.228 -18,33
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 262.881 -1,32 15.318 -0,01
2026-04-06 13F Highline Wealth Partners Llc 545 30
2026-01-27 13F Berger Financial Group, Inc 5.225 -1,51 304 -0,66
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-05 13F Odyssey Capital Advisors, Inc. 5.604 326
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-02-10 13F Baker Avenue Asset Management, LP 9.111 46,53 530 48,18
2026-03-31 13F Sankala Group LLC 0 -100,00 0
2026-04-16 13F Lee Johnson Capital Management, Llc 97.631 -9,11 5.420 -13,17
2026-02-05 13F Triton Wealth Management, PLLC 7.518 5,18 440 3,78
2026-04-20 13F CWA Asset Management Group, LLC 6.965 387
2026-01-30 13F Samalin Investment Counsel, LLC 0 -100,00 0
2026-02-12 13F Founders Financial Alliance, LLC 1.182 -32,11 69 -32,00
2026-02-17 13F Jones Financial Companies Lllp 1.714.156 31,56 99.628 33,56
2026-01-26 13F Thomasville National Bank 5.500 0,00 320 0,95
2026-01-06 13F Advance Capital Management, Inc. 16.618 -0,72 966 0,31
2026-01-26 13F Childress Capital Advisors, Llc 142.833 -7,24 8.301 -6,27
2026-01-28 13F Joseph P. Lucia & Associates, LLC 34.102 -5,71 1.982 -4,71
2026-02-13 13F Beck Capital Management, Llc 116.859 -1,53 6.792 -0,51
2025-11-14 13F Wetherby Asset Management Inc 3.531 203
2026-04-14 13F Prospera Financial Services Inc 214.264 10,13 11.897 5,21
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 49.586 -1,36 2.753 -5,75
2026-04-16 13F Capital Advisors, Ltd. LLC 10.561 0,23 1
2026-02-10 13F Verus Capital Partners, Llc 13.702 13,13 796 14,37
2026-02-17 13F Per Stirling Capital Management, LLC. 5.378 313
2026-02-05 13F SkyOak Wealth, LLC 3.750 0,00 218 0,93
2026-01-26 13F Prosperity Financial Group, Inc. 9.080 -83,78 528 -83,63
2026-01-28 13F West Michigan Advisors, Llc 99.471 1,60 5.839 3,68
2026-04-13 13F ONE Advisory Partners, LLC 5.562 0,00 309 -4,64
2026-02-10 13F Operose Advisors LLC 10 1
2026-02-12 13F Empower Advisory Group, LLC 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-04-14 13F Drive Wealth Management, Llc 42.396 18,75 2.354 12,32
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 4.435 0,00 246 -4,28
2026-04-22 13F Kapstone Financial Advisors LLC 9.042 73,98 502 66,23
2026-04-14 13F Wealthcare Advisory Partners LLC 128.135 -1,36 7.114 -5,76
2026-02-06 13F Rps Advisory Solutions Llc 3.619 210
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-08 13F Significant Wealth Partners LLC 35.425 241,51 1.967 226,58
2026-04-16 13F Roble, Belko & Company, Inc 871 0,00 0
2026-01-23 13F Smith, Moore & Co. 56.793 -11,60 3.301 -10,69
2026-01-12 13F Traynor Capital Management, Inc. 317.764 17,00 18.468 18,23
2026-02-02 13F Chung Wu Investment Group, LLC 14.015 -1,41 815 -0,37
2026-04-22 13F Asset Allocation Strategies LLC 14.778 -13,43 820 -17,34
2026-01-07 13F Sagespring Wealth Partners, Llc 5.285 25,65 307 27,39
2026-02-04 13F MONECO Advisors, LLC 3.672 213
2026-02-06 13F Principle Wealth Partners Llc 145.107 1,71 8.434 2,77
2026-01-20 13F Savvy Advisors, Inc. 13.726 69,27 798 71,03
2026-04-06 13F Miller Global Investments, LLC 205 11
2026-02-13 13F Mariner, LLC 662.314 19,70 38.494 20,95
2026-02-12 13F TopTier Wealth Management, LLC 12.889 749
2026-02-06 13F Great Diamond Partners, LLC 16.582 964
2026-04-03 13F Investors Research Corp 54 0,00 3 -33,33
2026-02-13 13F Wells Fargo & Company/mn 8.195.365 4,91 476.315 6,01
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-01-26 13F Marion Wealth Management 9.217 -2,46 546 0,37
2026-02-10 13F Argent Trust Co 211.015 -3,36 12.264 -2,35
2026-04-10 13F Armstrong Advisory Group, Inc 11.153 0,87 619 -3,58
2026-04-23 13F Game Plan Financial Advisors, LLC 200 0,00 11 0,00
2026-02-17 13F Integrated Advisors Network LLC 31.039 9,75 1.804 10,89
2026-04-16 13F Triad Wealth Partners, LLC 7.863 44,12 437 37,54
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 9.623 -2,19 534 -6,48
2026-02-17 13F Garden State Investment Advisory Services LLC 116.161 0,35 6.782 1,86
2026-04-22 13F Tepp RIA, LLC 14.187 21,58 788 16,08
2026-02-09 13F Harbour Investments, Inc. 70.902 3,91 4.121 4,99
2026-01-22 13F Personal Cfo Solutions, Llc 6.238 -1,61 363 -0,55
2026-01-23 13F Freestone Capital Holdings, LLC 5.362 312
2026-02-11 13F Hamel Associates, Inc. 4.466 24,82 260 26,34
2026-04-13 13F Cogent Private Wealth, Inc. 0 -100,00 0
2026-04-21 13F Xcel Wealth Management, LLC 19.832 18,56 1.101 13,27
2026-02-04 13F Seelaus Asset Management LLC 5.394 -12,25 313 -11,33
2026-04-22 13F Kennedy Investment Group 150.658 8,20 8.365 3,36
2026-02-09 13F Smith Chas P & Associates Pa Cpas 10.416 2,72 605 3,77
2026-02-12 13F Adviser Investments LLC 6.096 75,17 354 77,00
2026-02-13 13F National Bank Of Canada /fi/ 702 -3,57 41 -2,44
2026-01-27 13F Portfolio Strategies, Inc. 5.223 3,94 304 4,84
2026-02-10 13F Evolution Wealth Management Inc. 93 0,00 5 0,00
2026-01-23 13F Legacy Bridge, LLC 15 0,00 1
2026-02-06 13F Cascade Financial Partners, LLC 3.886 0,00 226 0,90
2026-02-17 13F High Falls Advisors, Inc 3.784 220
2026-04-23 13F Comprehensive Money Management Services LLC 8.700 23,67 483 18,38
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.944 -0,28 229 0,88
2026-02-04 13F Sloy Dahl & Holst, LLC 51.129 0,40 2.972 1,43
2026-01-30 13F Socha Financial Group, LLC 7.363 -7,49 428 -6,56
2026-02-05 13F Requisite Capital Management, LLC 3.424 -79,76 201 -79,45
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0
2026-04-21 13F Fulcrum Wealth Advisors, Llc 5.989 333
2026-04-24 13F Capital Asset Advisory Services LLC 9.490 557
2026-02-09 13F Wellington Shields Capital Management, LLC 4.300 0,00 250 0,81
2026-02-12 13F Richard W. Paul & Associates, LLC 0 -100,00 0
2026-04-07 13F Investment Partners Asset Management, Inc. 60.009 10,46 3.332 5,51
2026-04-15 13F Raub Brock Capital Management LP 6.163 0,00 342 -4,47
2026-02-10 13F Tandem Financial, LLC 12.821 -9,85 729 -11,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9.420 -4,83 523 -9,04
2026-02-13 13F Smartleaf Asset Management LLC 120.460 74,75 7.118 79,86
2026-04-16 13F Consolidated Planning Corp 25.283 -10,33 1.404 -14,35
2026-02-09 13F Huntington National Bank 4.793 37,78
2026-01-28 13F Cornerstone Advisory, LLC 385.776 2,13 22.421 3,20
2026-02-12 13F Hohimer Wealth Management, Llc 0 -100,00 0
2026-01-30 13F Archer Investment Corp 590 34
2026-02-17 13F Signature Equity Partners, LLC 10.109 588
2026-02-10 13F Shepherd Financial Partners LLC 9.817 0,00 571 1,06
2026-02-13 13F Level Four Advisory Services, Llc 56.878 6,45 3.306 7,55
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-04-21 13F Wesbanco Bank Inc 14.014 -15,92 778 -19,63
2026-02-06 13F EverSource Wealth Advisors, LLC 1.945 -46,57 113 -45,93
2026-02-13 13F Silicon Valley Capital Partners 0 -100,00 0
2026-04-07 13F Ethos Capital Management, Inc. 15.048 -20,86 835 -24,43
2026-02-17 13F Mercer Global Advisors Inc /adv 40.923 74,91 2.378 76,80
2026-02-12 13F JT Stratford LLC 54.644 -3,15 3.176 -2,16
2026-02-13 13F Maia Wealth LLC 83.052 1,54 4.771 -0,75
2026-04-17 13F Blankinship & Foster, LLC 0 -100,00 0
2026-04-23 13F ELCO Management Co., LLC 11.375 0,00 632 -4,54
2026-03-20 13F Purpose Unlimited Inc. 19 1
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 206.914 98,51 11.488 89,62
2026-02-13 13F Bluedoor Private Wealth, Llc 3.674 214
2026-01-26 13F Mountain Hill Investment Partners Corp. 32 3,23 2 0,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 168.439 49,23 9.352 42,55
2026-04-08 13F RoundAngle Advisors LLC 4.218 234
2026-01-23 13F Legacy Financial Strategies, LLC 5.720 -12,07 332 -11,23
2026-03-17 13F Stance Capital Llc 0 -100,00 0
2026-04-14 13F Cornerstone National Bank & Trust Co 459 0,00 25 -3,85
2026-02-02 13F Marks Wealth, LLC 29.144 6,70 1.694 7,77
2026-04-21 13F Aurdan Capital Management, LLC 4.785 0,00 266 -4,68
2025-10-27 13F Ashton Thomas Securities, Llc 0 -100,00 0 -100,00
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-04-15 13F 21 West Wealth Management LLC 88.407 -8,91 4.908 -12,98
2026-02-12 13F BRYN MAWR TRUST Co 100 0,00 6 0,00
2026-04-22 13F Continuum Advisory, LLC 27.409 1,08 1.522 -3,49
2026-04-24 13F Semus Wealth Partners LLC 80.456 2,53 4.467 -2,06
2026-02-04 13F Rollins Financial Advisors, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 155.214 -4,62 9.021 -3,62
2026-01-30 13F Strategic Blueprint, LLC 9.025 525
2026-01-27 13F TD Waterhouse Canada Inc. 14.058 2,46 817 4,08
2026-02-06 13F Pnc Financial Services Group, Inc. 353.775 9,69 20.561 10,83
2026-02-12 13F Quadrant Capital Group Llc 375 22
2025-10-27 13F ZEGA Investments, LLC 0 -100,00 0 -100,00
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-01-26 13F BTS Asset Management, Inc. 9.904 -3,37 575 -2,38
2026-02-02 13F Ellis Investment Partners, LLC 175.227 -33,10 10.184 -32,40
2026-02-11 13F Tradition Wealth Management, LLC 69.263 -47,36 4.026 -46,82
2026-02-04 13F Money Concepts Capital Corp 73.337 13,86 4.262 15,06
2026-02-14 13F Adalta Capital Management LLC 0 -100,00 0
2026-02-18 13F EP Wealth Advisors, Inc. 34.460 -3,38 2.003 3,20
2026-04-13 13F 5T Wealth, LLC 14.050 -4,99 780 -9,20
2026-01-07 13F Aventura Private Wealth, LLC 302.951 -2,60 17.608 -1,58
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-02-11 13F Eldridge Investment Advisors, Inc. 191.863 -6,04 11.151 -4,31
2026-02-02 13F Benjamin Edwards Inc 85.280 3,02 4.956 4,10
2026-02-02 13F Benjamin Edwards Inc Put 18.500 311,11 1.075 316,67
2026-01-30 13F Sigma Planning Corp 68.591 0,90 3.987 2,00
2026-02-17 13F Palogic Value Management, L.P. 14.400 837
2026-02-18 13F Caitlin John, LLC 2.636 -46,22 153 -45,55
2026-04-21 13F Vise Technologies, Inc. 29.108 0,00 1.692 0,00
2026-04-10 13F Centurion Wealth Management LLC 265.813 5,52 14.758 0,79
2026-02-05 13F Tucker Asset Management Llc 42.452 3,41 2.467 4,49
2026-04-21 13F Financial Consulate, Inc 100 0,00 6 0,00
2026-04-07 13F Howard Financial Services, Ltd. 12.478 0,69 693 -3,89
2026-01-12 13F Daymark Wealth Partners, Llc 41.340 6,77 2.403 7,86
2026-03-06 13F Redwood Family Wealth LLC 5.200 302
2026-02-03 13F Crossmark Global Holdings, Inc. 5.939 -52,47 345 -51,95
2026-02-10 13F IFG Advisory, LLC 30.950 1.799
2026-01-28 13F Proathlete Wealth Management Llc 15 25,00 1
2026-04-10 13F Finivi Inc. 20.377 -3,69 1.131 -7,97
2026-02-13 13F Delos Wealth Advisors, LLC 294 0,00 17 6,25
2026-01-29 13F Matisse Capital 8.659 17,03 503 18,35
2026-04-20 13F Independent Wealth Network Inc. 11.498 43,01 638 36,62
2026-01-26 13F Keystone Wealth Services, LLC 13.468 1,48 783 2,49
2026-02-04 13F Ameritas Advisory Services, LLC 43.478 2,57 2.527 3,61
2026-02-17 13F Bank Of America Corp /de/ 12.745.418 8,12 740.764 9,25
2026-02-10 13F Syntegra Private Wealth Group, LLC 10.765 0,00 626 0,97
2026-01-12 13F Rialto Wealth Management, LLC 1.882 0,00 109 0,93
2026-04-10 13F Oxinas Partners Wealth Management LLC 47.456 7,45 2.635 2,65
2026-04-07 13F Plus Group Wealth Advisors LLC 8.734 12,16 485 7,08
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-02-09 13F MSH Capital Advisors LLC 10.055 584
2026-02-03 13F Milestone Asset Management Group, LLC 6.512 378
2026-04-13 13F Compass Ion Advisors, LLC 4.281 16,90 238 11,79
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 15.000 25,00 872 26,23
2026-02-12 13F SWAN Capital LLC 0 -100,00 0
2026-02-17 13F Two Sigma Investments, Lp 7.700 -95,73 448 -95,69
2026-02-10 13F Savant Capital, LLC 15.659 -14,52 910 -13,58
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-01-23 13F Galvin, Gaustad & Stein, LLC 10.500 0,00 610 1,16
2026-04-16 13F Security National Bank 38.451 0,91 2.135 -3,61
2025-11-14 13F M&t Bank Corp 0 -100,00 0
2026-01-21 13F Ergawealth Advisors, Inc. 9.846 -70,57 572 -70,27
2026-02-02 13F Mcdonald Partners Llc 33.959 21,94 1.974 23,24
2026-01-12 13F VisionPoint Advisory Group, LLC 4.637 8,16 270 9,35
2026-02-13 13F Ausdal Financial Partners, Inc. 51.661 31,77 3.003 33,13
2026-04-21 13F Lewis Asset Management, LLC 18.081 10,51 1.004 5,58
2026-01-20 13F Stratos Wealth Partners, LTD. 125.682 -11,72 7.305 -10,81
2026-02-09 13F Atlantic Trust, LLC 5.834 20,71 339 22,38
2026-01-20 13F Steel Peak Wealth Management LLC 12.202 -49,87 716 -48,86
2026-02-24 13F Barnes Wealth Management Group, Inc 4.067 -3,58 236 -2,48
2026-02-13 13F Capital Square, LLC 3.558 0,00 207 0,98
2026-04-22 13F Quattro Financial Advisors Llc 4.180 232
2026-02-10 13F Moors & Cabot, Inc. 26.972 -2,39 1.568 -1,38
2026-02-06 13F Gables Capital Management Inc. 4.900 25,64 285 26,79
2026-02-13 13F Financial Sense Advisors, Inc. 5.994 348
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-07 13F Estate Planners Group, LLC 3 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 235.309 3,76 13.771 5,57
2026-04-10 13F Pure Financial Advisors, Inc. 21.550 0,66 1.196 -3,86
2026-02-17 13F LaSalle St. Investment Advisors, LLC 7.330 0
2026-02-11 13F Buckingham Strategic Partners 7.542 61,50 438 62,22
2026-01-21 13F MBL Wealth, LLC 116.040 -10,27 6.744 -9,33
2026-01-27 13F Lodestar Private Asset Management Llc 4.459 -3,69 259 -2,63
2026-01-15 13F Capital Advisors Inc/ok 1.121.601 2,90 65.187 3,97
2026-02-17 13F Westwood Holdings Group Inc 335.097 0,16 19.476 1,20
2025-11-14 13F Sofos Investments, Inc. 0 -100,00 0
2026-04-17 13F Ignite Planners, LLC 95.597 0,31 5.308 -6,29
2026-02-12 13F Ankerstar Wealth, LLC 4.684 275
2026-02-12 13F Insigneo Advisory Services, Llc 31.022 35,48 1.803 36,83
2026-02-17 13F Evergreen Wealth Solutions, LLC 215.597 -3,14 12.531 -2,13
2026-02-12 13F Kovack Advisors, Inc. 54.612 96,47 2.325 45,43
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 7.430 427
2026-03-02 13F Clearwave Capital, LLC 8.948 520
2026-04-24 13F Family Investment Center, Inc. 6.161 -23,98 342 -27,85
2025-11-13 13F Beaird Harris Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 505.220 8,11 28.050 3,27
2026-04-13 13F Bay Rivers Group 4.311 9,95 239 5,29
2026-02-17 13F Creative Planning 127.602 17,65 7.416 18,88
2026-04-14 13F Cathy Pareto & Associates, Inc 5.523 0,20 307 -4,37
2026-01-29 13F Scissortail Wealth Management, LLC 0 -100,00 0
2026-02-05 13F AlphaCore Capital LLC 370 37,55 22 40,00
2026-04-10 13F Piscataqua Savings Bank 335 0,00 19 -5,26
2026-04-20 13F Kestra Private Wealth Services, Llc 207.627 -2,58 11.527 -6,94
2026-04-21 13F Narus Financial Partners, LLC 9.871 3,36 548 -1,26
2026-02-11 13F Gwn Securities Inc. 7.846 -3,33 456 -2,36
2026-02-13 13F/A New England Private Wealth Advisors LLC 124.526 -0,37 7.237 0,67
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-23 13F Littlejohn Financial Services, Inc. 43.883 -6,34 2.436 -10,54
2025-11-14 13F Strategic Wealth Partners, Ltd. 5.026 1.682,27 289 1.826,67
2026-02-12 13F Principal Securities, Inc. 83.160 17,68 4.833 18,92
2026-02-02 13F Avidian Wealth Solutions, LLC 49.457 12,74 2.874 13,91
2026-02-13 13F Colony Group, LLC 446.570 6,14 26.008 7,47
2026-02-17 13F Main Street Financial Solutions, LLC 3.607 -26,36 210 -25,62
2026-04-22 13F Pasadena Private Wealth, LLC 25.549 52,54 1.418 45,73
2026-02-11 13F Zions Bancorporation, National Association /ut/ 12.300 0,00 715 0,99
2026-02-13 13F Lifeworks Advisors, LLC 42.096 0,00 2.447 1,03
2026-01-05 13F Foguth Wealth Management, LLC. 94.820 4,05 5.508 11,12
2026-04-02 13F Aspect Partners, LLC 100 0,00 6 0,00
2026-04-09 13F Herbst Group, Llc 38.343 -40,05 2.129 -42,75
2026-01-29 13F UBS Group AG 3.423.625 0,86 198.981 1,91
2026-02-17 13F Fountainhead AM, LLC 3.608 -22,44 210 -21,72
2026-02-17 13F Elequin Capital Lp 0 -100,00 0
2026-02-04 13F MADDEN SECURITIES Corp 222.368 -9,41 12.924 -8,46
2026-01-26 13F Slagle Financial, LLC 30.039 58,17 1.746 59,80
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-16 13F Cambridge Advisors Inc. 206.159 -1,13 11.446 -5,55
2026-04-07 13F/A Round Rock Advisors, LLC 19.365 2,22 1.125 3,31
2026-04-17 13F Total Clarity Wealth Management, Inc. 14.312 9,57 795 4,61
2026-04-22 13F Apollon Financial, LLC 6.291 46,68 349 40,16
2026-04-09 13F Teamwork Financial Advisors, LLC 21.959 -13,40 1.219 -17,24
2026-04-22 13F Ridgecrest Wealth Partners, Llc 4.000 0,00 222 -4,31
2026-04-22 13F Morris Retirement Advisors, LLC 0 -100,00 0
2026-04-06 13F Versant Capital Management, Inc 2.237 0,00 124 -3,88
2026-04-15 13F Merit Financial Group, LLC 18.308 -7,34 1.016 -11,50
2026-02-17 13F Snowden Capital Advisors LLC 33.561 80,84 1.970 84,54
2026-01-12 13F Evolution Wealth Advisors, LLC 28.140 0,36 1.636 1,43
2026-02-09 13F Melia Wealth LLC 25.201 20,19 1.465 21,39
2026-02-13 13F MAI Capital Management 15.003 13,94 872 15,06
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-01-27 13F Belpointe Asset Management LLC 71.414 31,35 4.151 32,72
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-13 13F Arkadios Wealth Advisors 92.896 16,96 5.399 18,19
2026-04-08 13F Community Financial Services Group, LLC 200 11
2026-02-06 13F Global Retirement Partners, LLC 44.323 13,90 2.576 15,10
2026-01-29 13F D.a. Davidson & Co. 112.396 13,31 6.532 14,50
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 337.822 3,24 19.634 4,32
2026-02-20 13F White Knight Strategic Wealth Advisors, LLC 5.948 50,58 346 51,98
2026-02-20 13F Sunbelt Securities, Inc. 18.999 -37,33 1.104 -36,66
2026-04-17 13F AdvisorNet Financial, Inc 116.550 -25,54 6.471 -28,88
2026-04-21 13F Fullerton Advisors, LLC 12.471 -6,60 692 -10,82
2026-02-17 13F Trexquant Investment LP 5.636 3,64 328 4,81
2026-04-08 13F Fermata Advisors, LLC 14.679 4,92 815 0,12
2026-02-13 13F Headlands Technologies LLC 73.101 103,20 4.249 105,32
2026-02-13 13F Virtus ETF Advisers LLC 37 -2,63 2 0,00
2026-04-15 13F Activest Wealth Management 903 45.050,00 50
2026-04-15 13F Purus Wealth Management, LLC 51.304 -0,36 2.848 -4,81
2026-01-27 13F Emissary Wealth LLC 17.236 1.002
2026-02-10 13F BlackDiamond Wealth Management Inc. 21.537 -30,39 1.259 -29,23
2026-02-14 13F Rockefeller Capital Management L.P. 656.512 11,81 38.178 13,04
2025-11-13 13F Nemes Rush Group LLC 0 -100,00 0 -100,00
2026-01-29 13F Blodgett Wealth Advisors, Llc 6.150 0,00 357 1,13
2026-04-15 13F Redhawk Wealth Advisors, Inc. 8.080 -6,01 449 -10,22
2026-02-03 13F Emerald Investment Partners, Llc 6.254 -2,19 363 -1,09
2026-01-20 13F Independence Bank of Kentucky 720 -93,16 42 -93,22
2026-01-28 13F Geneos Wealth Management Inc. 105.857 22,90 6.152 24,18
2026-04-14 13F Meadowbrook Wealth Management, LLC 6.114 0,00 339 -4,51
2026-04-20 13F Focused Wealth Management, Inc 22.915 0,65 1.272 -3,85
2026-02-04 13F Meridian Wealth Management, LLC 12.716 173,58 739 176,78
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-17 13F Old Mission Capital Llc 20.065 -41,18 1.166 -40,57
2026-02-11 13F Cerity Partners LLC 276.324 371,41 16.060 376,42
2026-01-05 13F Catherine Avery Investment Management LLC 405 0,00 24 0,00
2026-02-05 13F Navalign, LLC 568 33
2026-02-17 13F Perennial Investment Advisors, LLC 71.211 17,11 4.139 18,33
2026-04-15 13F Steinberganna Wealth Management 16.373 0,49 909 -3,91
2026-01-16 13F Worth Financial Advisory Group, LLC 4.079 237
2025-11-04 13F Guerra Advisors Inc 689 40
2026-04-13 13F LexAurum Advisors, LLC 30.690 8,52 1.704 4,74
2026-02-13 13F Arete Wealth Advisors, LLC 4.257 -0,54 0
2026-02-05 13F WealthPlan Investment Management, LLC 32.777 756,02 1.905 765,91
2026-04-24 13F Essex Financial Services, Inc. 18.496 11,55 1.027 6,54
2026-04-17 13F Signal Advisors Wealth, LLC 17.001 104,31 944 95,24
2026-02-11 13F Dorsey & Whitney Trust CO LLC 4.157 0,00 242 0,84
2026-02-12 13F WealthPLAN Partners, LLC 3.954 230
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-04-08 13F Capital Advisors Wealth Management, LLC 5.162 0,02 287 -4,35
2026-01-30 13F Pvg Asset Management Corp 51.472 1.041,79 2.992 1.054,83
2026-02-04 13F CAP Partners, LLC 12.842 -6,64 746 -5,69
2026-01-22 13F Montz Harcus Wealth Management LLC 4.176 4,40 243 5,22
2026-04-21 13F Welch Financial Planning, LLC 4.139 0,00 230 -4,58
2026-04-20 13F Consilium Wealth Advisory, LLC 16.950 1,30 941 -3,19
2026-04-21 13F PDS Planning, Inc 44.248 1,73 2.457 -2,85
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 2.872.597 3,21 166.955 104.246,88
2025-11-13 13F Promus Capital, LLC 2.200 127
2026-02-04 13F Pensionmark Financial Group, Llc 85.793 40,04 4.065 15,36
2026-02-17 13F Cresset Asset Management, LLC 21.122 6,43 1.240 8,59
2026-01-27 13F PFG Advisors 23.021 -33,54 1.338 -32,88
2026-02-17 13F Mpwm Advisory Solutions, Llc 700 41
2026-02-06 13F Larson Financial Group LLC 137.415 5,24 7.987 6,34
2026-02-03 13F Winch Advisory Services, LLC 2.155 1,65 125 3,31
2026-01-12 13F AllSquare Wealth Management LLC 802 0,00 46 6,98
2026-04-22 13F Princeton Global Asset Management LLC 62.185 -8,78 3.452 -12,87
2026-02-04 13F BEAM Asset Management, LLC 20.112 1,03 1.169 2,10
2026-02-06 13F Csenge Advisory Group 5.176 4,44 301 5,26
2026-02-06 13F Keystone Financial Group 4.821 9,39 280 10,67
2026-01-28 13F Confluence Wealth Services, Inc. 32.002 4,10 1.860 5,15
2026-01-27 13F Ring Mountain Capital, LLC 49.543 -0,10 3 0,00
2026-02-17 13F Prosperity Consulting Group, LLC 16.711 47,23 971 48,93
2026-01-27 13F Steele Capital Management, Inc. 22.763 0,00 1.336 2,06
2026-02-06 13F Goldenstone Wealth Management LLC 3.893 226
2026-04-23 13F Oppenheimer & Co Inc 41.703 -17,32 2.315 -21,02
2026-02-17 13F Ancora Advisors, LLC 0 -100,00 0
2026-04-08 13F M.e. Allison & Co., Inc. 55.248 21,42 3.075 16,30
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 211.145 14,96 11.723 9,82
2026-04-09 13F Key Client Fiduciary Advisors, LLC 15.321 77,39 851 69,66
2026-02-17 13F Royal Bank Of Canada 4.088.702 3,40 237.636 4,48
2026-04-21 13F Sunpointe, LLC 72.079 2,64 4.002 -2,91
2026-02-13 13F Inspire Advisors, LLC 4.521 263
2026-02-11 13F Cedar Mountain Advisors, LLC 1.593 0,00 93 1,10
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 3.475 202
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 9.191 12,77 510 7,82
2026-02-13 13F Pin Oak Investment Advisors Inc 1.415 -7,33 0 -100,00
2026-04-23 13F Catalyst Investment Management LLC 0 -100,00 0
2026-02-17 13F Cape Investment Advisory, Inc. 2.542 1.171,00 148 1.236,36
2026-04-16 13F Aurora Private Wealth, Inc. 13.309 0,00 1
2026-02-18 13F Financial Advisory Service, Inc. 77.363 14,96 4.496 16,18
2026-02-17 13F Northern Trust Corp 14.120 1,77 821 2,76
2026-04-23 13F Harbor Investment Advisory, Llc 13.135 -2,83 729 -7,13
2025-11-05 13F Runnymede Capital Advisors, Inc. 0 -100,00 0 -100,00
2026-02-05 13F HighMark Wealth Management LLC 5.056 2,56 294 3,53
2026-01-21 13F Paladin Advisory Group, LLC 60 0,00 3 0,00
2026-02-10 13F Lido Advisors, LLC 34.714 0,37 1.997 0,35
2026-02-02 13F PKS Advisory Services, LLC 21.987 4,62 1.278 5,71
2026-02-02 13F Fifth Third Bancorp 3.613 93,00 210 95,33
2026-02-13 13F Beacon Financial Advisory LLC 196.586 3,22 11.426 4,30
2026-02-10 13F Strategic Advisors LLC 11.951 41,50 695 43,09
2026-01-21 13F Kraematon Investment Advisors, Inc 24.885 0,48 1.446 1,54
2026-02-04 13F Fourth Dimension Wealth, LLC 11.393 2.239,43 662 2.264,29
2026-04-24 13F Redwood Wealth Management Group, LLC 4.600 0,00 255 -4,49
2026-04-10 13F Legacy Wealth Management, LLC / MS 6.990 0,00 388 -4,43
2026-02-13 13F Motiv8 Investments LLC 3.444 0
2026-02-13 13F Innovative Wealth Building LLC 13.379 -12,30 778 -11,40
2026-04-20 13F Skyline Advisors, Inc. 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-02-13 13F Jacobi Capital Management LLC 14.645 7,97 851 9,10
2026-01-30 13F Citizens Financial Group Inc/ri 59.690 27,69 3.504 30,32
2026-04-14 13F Valicenti Advisory Services Inc 4.145 0
2026-04-16 13F Annex Advisory Services, LLC 15.205 -13,21 844 -17,09
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-17 13F Advisor Group Holdings, Inc. 3.874.499 -0,55 225.250 2,67
2026-01-15 13F Allspring Global Investments Holdings, LLC 250 15
2026-02-12 13F Empire Financial Management Company, LLC 68.571 -14,09 3.985 -13,20
2026-04-13 13F Wolff Wiese Magana Llc 961 269,62 53 253,33
2026-04-08 13F Sandbox Financial Partners, LLC 145.733 4,12 8.091 -0,53
2025-11-13 13F Marshall Wace, Llp 0 -100,00 0
2026-02-17 13F Boreal Capital Management LLC 36.180 231,08 2.110 235,83
2026-04-22 13F Clear Creek Financial Management, LLC 33.528 19,44 1.861 14,10
2026-04-07 13F Central Pacific Bank - Trust Division 100 0,00 6 0,00
2026-02-17 13F Harvest Investment Services, LLC 10.007 23,85 582 25,22
2026-04-21 13F Chapin Davis, Inc. 32.119 3,85 1.783 -0,78
2026-04-24 13F Means Investment Co., Inc. 7.561 -28,58 420 -31,87
2026-02-13 13F Navis Wealth Advisors, LLC 43.448 740,71 2.525 750,17
2026-02-12 13F Resurgent Financial Advisors LLC 34.635 -2,37 2.013 -1,37
2026-02-13 13F Integrated Wealth Concepts LLC 103.633 -18,36 6.023 -17,50
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 10.189 0,00 592 1,02
2026-02-17 13F Fmr Llc 7.649 1.187,71 445 1.205,88
2026-04-14 13F Nbc Securities, Inc. 11.696 10,77 649 5,87
2026-02-17 13F Aqr Capital Management Llc 31.222 121,65 1.815 123,95
2026-02-12 13F Hm Payson & Co 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 45.778 -0,67 2.542 -5,12
2026-02-12 13F Beacon Capital Management, Inc. 1 0
2026-02-12 13F Ironsides Asset Advisors, LLC 12.158 -0,40 707 0,57
2026-02-13 13F PCM Encore, LLC 10.515 611
2026-04-20 13F Kfg Wealth Management, Llc 82.965 20,34 4.606 14,95
2026-01-16 13F Crewe Advisors LLC 9.306 31,79 541 33,00
2026-02-06 13F Synergy Investment Management, LLC 8.921 46,53 518 48,00
2025-11-19 13F Coldstream Capital Management Inc 0 -100,00 0
2026-02-14 13F American Trust 42.995 0,37 2.499 1,38
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-03 13F Morse Asset Management, Inc 153.505 1,15 8.922 2,21
2026-02-10 13F Rothschild Investment Llc 203.611 0,15 11.834 1,20
2026-02-13 13F Transamerica Financial Advisors, Inc. 53 -3,64 3 0,00
2026-04-08 13F RDA Financial Network 11.241 -1,61 624 -6,02
2026-04-22 13F Financially in Tune, LLC 7.095 13,65 394 8,56
2026-02-11 13F Capital Analysts, Inc. 109.130 3,14 6 0,00
2026-02-10 13F Greenwich Wealth Management LLC 13.406 -4,45 1
2026-03-04 13F SHP Wealth Management 137.958 8.018
2026-04-15 13F Valley National Advisers Inc 411 0,00 0
2026-04-13 13F Fortress Wealth Group, LLC 32.221 -46,31 1.802 -49,50
2026-02-18 13F NFP Retirement, Inc. 9.458 2,97 550 3,98
2026-04-23 13F Interchange Capital Partners, LLC 5.878 -0,24 304 -11,11
2026-02-04 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 60 3
2026-04-20 13F Sowell Financial Services LLC 30.185 19,57 1.676 14,18
2026-04-22 13F Qp Wealth Management, Llc 21.095 -31,21 1.171 -34,29
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-05 13F Western Wealth Management, LLC 22.961 6,11 1.334 7,23
2026-02-10 13F Sentinus, LLC 8.710 -2,89 506 -1,75
2026-02-04 13F Advisor OS, LLC 7.554 0,01 439 1,15
2026-02-14 13F Whipplewood Advisors, LLC 45.968 18,19 2.672 19,40
2026-01-26 13F Whittier Trust Co Of Nevada Inc 2.970 -21,22 175 -19,07
2026-02-09 13F Coordinated Financial Services, Inc. 19.378 26,05 1.126 27,38
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Accurate Wealth Management, LLC 4.781 275
2026-02-02 13F Truist Financial Corp 578.402 -1,58 33.617 -0,56
2025-11-07 13F Ballast, Inc. 0 -100,00 0 -100,00
2026-01-28 13F Salomon & Ludwin, LLC 434 0,00 25 4,17
2026-04-24 13F Medallion Wealth Advisors, LLC 2.275 0,00 126 -4,55
2026-04-15 13F Websterrogers Financial Advisors, Llc 3.799 211
2026-04-24 13F Keybank National Association/oh 5.739 0,00 319 -4,50
2026-04-24 13F Swmg, Llc 0 -100,00 0
2026-02-18 13F/A Virtue Capital Management, LLC 4.261 -95,82 248 -35,17
2026-02-10 13F Tidemark, LLC 3.780 -6,64 220 -5,60
2026-02-02 13F RWQ Financial Management Services, Inc. 196.750 5.521,43 11.435 5.589,05
2026-02-13 13F Visionary Wealth Advisors 75.911 -0,01 4.412 1,03
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-04-15 13F Meridian Financial Partners LLC 26.151 116,52 1.462 106,50
2026-02-13 13F Stifel Financial Corp 1.272.889 -7,59 73.980 -6,63
2026-02-10 13F Private Wealth Asset Management, LLC 4.319 251
2026-02-10 13F Cherry Tree Wealth Management, LLC 17.679 -2,15 1.027 -1,15
2026-02-17 13F Evercore Wealth Management, LLC 5.000 0,00 291 1,05
2026-04-09 13F Park Place Capital Corp 700 -76,67 39 -78,16
2026-04-21 13F ADG Wealth Management Group, LLC 160.133 7,06 8.891 2,27
2026-02-13 13F McAdam, LLC 3.840 -20,71 223 -19,78
2026-01-26 13F Roman Butler Fullerton & Co 7.631 450
2026-02-17 13F National Asset Management, Inc. 16.079 8,36 935 9,50
2026-02-10 13F Advisor Resource Council 10.600 629
2026-04-21 13F Rooted Wealth Advisors, Inc. 51.457 -25,15 3.019 -23,88
2026-04-24 13F Eagle Bluffs Wealth Management LLC 108.206 -0,11 6.008 -5,52
2026-02-12 13F Federation des caisses Desjardins du Quebec 700 -59,04 41 -59,18
2026-02-17 13F Strive Financial Group ,LLC 2.088 121
2026-02-09 13F Kingsview Wealth Management, LLC 300.051 23,63 17.439 24,92
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-20 13F Fiduciary Alliance LLC 40.412 -0,24 2.363 0,38
2026-02-17 13F Millennium Management Llc 0 -100,00 0
2026-02-19 13F/A Axxcess Wealth Management, Llc 88.947 4,77 5.170 5,86
2026-04-21 13F Wealth Effects Llc 31.506 -6,21 1.749 -10,40
2026-04-23 13F Intrua Financial, LLC 20.958 -0,10 1.164 -4,59
2026-01-26 13F Reyes Financial Architecture, Inc. 2.307 0,00 134 1,52
2026-02-11 13F SlateStone Wealth, LLC 68.395 -0,61 4 0,00
2026-01-21 13F Newbridge Financial Services Group, Inc. 119.884 -0,63 6.968 0,40
2026-01-23 13F Rsm Us Wealth Management Llc 68.219 14,18 4.031 17,32
2025-11-04 13F Howard Capital Management Inc. 0 -100,00 0
2026-02-04 13F Bridgewealth Advisory Group, LLC 18.693 -50,94 1.086 -50,43
2026-04-22 13F Spire Wealth Management 140.657 27,76 7.809 22,05
2026-02-13 13F Gen-Wealth Partners Inc 58 3
2026-02-03 13F Kingstone Capital Partners Texas, LLC 66.562 0,58 3.869 1,66
2026-02-06 13F Trajan Wealth LLC 71.812 -4,50 4.174 -3,51
2026-01-21 13F Woodmont Investment Counsel Llc 10.878 137,25 632 140,30
2026-04-23 13F Investment Planning Advisors, Inc. 12.902 8,33 716 3,47
2026-04-20 13F First PREMIER Bank 144 0,00 0
2026-02-10 13F Financially Speaking Inc 0 -100,00 0
2026-01-29 13F Howard Wealth Management, Llc 3.676 4,94 214 5,97
2026-02-12 13F Concorde Asset Management, LLC 9.869 -1,20 574 0,17
2025-11-14 13F WNY Asset Management, LLC 792.148 272,73 45.564 294,12
2026-01-26 13F Valmark Advisers, Inc. 39.510 10,40 2.296 11,56
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 13.094 -41,41 761 -40,69
2026-04-14 13F Foresight Capital Management Advisors, Inc. 114.807 3,16 6.374 -1,45
2026-02-10 13F Sfmg, Llc 16.026 931
2026-02-13 13F Centerpoint Advisors, LLC 3.005 3,87 0
2026-01-26 13F Cwm, Llc 823.751 6,08 48 6,82
2026-02-13 13F Venture Visionary Partners LLC 184.687 5,30 10.734 6,40
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 77.679 8,44 4.313 3,58
2026-04-21 13F Meridian Financial, LLC 4.427 246
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.595 -2,15 89 -6,38
2026-02-10 13F Thoroughbred Financial Services, Llc 125.136 2,11 7 0,00
2026-01-27 13F Stillwater Wealth Management Group 44.201 -3,44 2.569 -2,47
2026-04-21 13F Mendel Capital Management LLC 8.718 -0,95 484 -4,35
2026-01-30 13F Delta Investment Management, LLC 26.223 6,16 1.524 7,32
2026-02-11 13F Stirlingshire Investments, Inc. 18.140 1.065
2026-02-12 13F Front Row Advisors LLC 1.115 0,00 65 1,56
2026-01-26 13F Pennsylvania Capital Management Inc /adv 10.148 1,01 590 2,08
2026-02-05 13F Panoramic Investment Advisors, Llc 13.805 1,66 802 2,69
2026-02-17 13F Hilltop Holdings Inc. 8.154 17,44 474 18,55
2026-04-15 13F Hilltop Wealth Advisors, Llc 0 -100,00 0
2026-02-03 13F Koshinski Asset Management, Inc. 38.994 -12,59 2.266 -11,66
2026-02-17 13F Concorde Financial Corp 45.311 0,00 2.656 1,92
2026-04-17 13F BCS Wealth Management 4.445 -42,79 247 -45,45
2026-02-03 13F SBI Securities Co., Ltd. 737.969 1,75 42.891 2,81
2026-04-07 13F Farther Finance Advisors, LLC 125.086 49,16 6.945 42,47
2026-02-02 13F Sun Financial Inc 3.496 203
2026-02-02 13F Dudley Capital Management, Llc 4.341 0,14 252 1,20
2026-02-18 13F Garton & Associates Financial Advisors LLC 40 2
2026-01-14 13F ORG Wealth Partners, LLC 167 10
2026-01-23 13F Westside Investment Management, Inc. 7.907 -0,19 459 1,32
2026-04-15 13F Milestone Asset Management, Llc 126.255 4,10 7.010 -0,57
2026-02-13 13F First National Bank Of Omaha 17.304 1.022
2026-01-28 13F Mountain Capital Investment Advisors, Inc 211.822 4,02 12.595 8,12
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-30 13F BancorpSouth Bank 114.044 13,71 6.628 14,89
2026-02-09 13F Cary Street Partners Financial Llc 588.774 -2,05 34.220 -1,03
2026-04-17 13F Discipline Wealth Solutions, LLC 7.214 -36,74 401 -39,58
2026-01-12 13F Abound Wealth Management 0 -100,00 0
2026-02-12 13F Triumph Capital Management 17.038 23,91 990 25,32
2026-01-21 13F Sound Income Strategies, LLC 7.987 0,86 471 3,07
2026-01-16 13F Trust Co Of Vermont 1.601 18,50 93 20,78
2026-04-16 13F Balboa Wealth Partners 9.528 8,03 529 3,13
2026-01-30 13F Us Bancorp \de\ 30.480 1,16 1.771 2,19
2026-02-05 13F Clarendon Private LLC 4.240 0,00 246 1,23
2026-02-11 13F LPL Financial LLC 14.883.554 4,13 865.032 5,21
2026-02-13 13F Baird Financial Group, Inc. 659.374 1,38 38.323 2,44
2026-04-21 13F Paradigm Financial Partners, Llc 4.549 12,24 253 7,23
2026-02-10 13F Natixis Advisors, L.p. 78.691 66,67 5 100,00
2026-02-17 13F Raymond James Financial Inc 3.937.400 0,16 228.842 1,21
2026-04-09 13F Secure Asset Management, LLC 5.873 12,94 326 7,95
2026-01-20 13F Fundamentun, Llc 5.740 0,00 334 0,91
2026-02-20 13F Bauman Advisory Group, LLC 20.781 1.208
2026-02-17 13F Citadel Advisors Llc Put 126.500 -4,17 7.352 -3,16
2026-04-23 13F SMART Wealth LLC 4.832 1,30 268 -3,25
2026-02-12 13F Elevation Wealth Management LLC 10.584 621
2026-02-05 13F Armor Investment Advisors, LLC 16.780 -79,60 975 -79,39
2026-02-17 13F Citadel Advisors Llc Call 302.000 -28,54 17.552 -27,79
2026-01-28 13F Chicago Partners Investment Group LLC 105.038 10,65 6.220 10,87
2026-01-22 13F Westbourne Investments, Inc. 58.309 4,47 3.392 2,63
2026-04-08 13F First Heartland Consultants, Inc. 4.215 234
2026-02-17 13F Equitable Holdings, Inc. 1.922.556 178,33 111.739 181,24
2026-02-10 13F Texas Yale Capital Corp. 6.025 14,22 350 15,51
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0 -100,00
2026-04-21 13F TigerOak Management, L.L.C. 14.733 14,02 818 8,93
2026-02-06 13F Mjp Associates Inc /adv 7.236 4,43 421 5,53
2026-01-21 13F Modera Wealth Management, LLC 7.860 0,00 457 0,88
2026-02-12 13F BlackRock, Inc. 841 -73,72 49 -73,91
2026-01-22 13F Bfsg, Llc 3.372 1,29 196 2,09
2026-02-05 13F Atria Investments Llc 12.935 8,85 752 9,96
2025-11-05 13F Moloney Securities Asset Management, LLC 126.256 186,58 7.262 203,09
2026-01-29 13F Integras Partners LLC 37.069 -0,74 2.154 0,28
2026-01-23 13F Assetmark, Inc 107.405 7,58 6.242 8,71
2026-04-20 13F Columbia Asset Management 5.028 0,00 279 -4,45
2026-01-15 13F Guided Capital Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Coastal Bridge Advisors, LLC 159.581 0,28 9.275 1,32
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 18.782 49,23 1.092 50,90
2026-02-10 13F Foundations Investment Advisors, LLC 41.777 10,86 2.428 12,04
2026-02-25 13F Tempo Wealth, LLC 14.041 816
2026-04-23 13F Bell Bank 15.335 -1,45 851 -5,86
2026-04-13 13F Kmg Fiduciary Partners, Llc 39.740 2,22 2.206 -2,35
2025-11-12 13F Transce3nd, LLC 0 -100,00 0 -100,00
2026-02-10 13F Dover Advisors, Llc 0 -100,00 0
2026-04-13 13F Gill Capital Partners, Llc 43.674 7,65 2.425 2,84
2026-04-15 13F Parsons Capital Management Inc/ri 5.264 4,55 292 0,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 8.759 -15,88 514 -14,05
2026-04-14 13F Bay Harbor Wealth Management, LLC 5 0
2026-04-17 13F Roxbury Financial LLC 949 0,00 53 -5,45
2026-02-17 13F Qube Research & Technologies Ltd 1.747 -83,60 102 -83,50
2026-04-14 13F Grant Private Wealth Management Inc 13.627 15,97 757 10,85
2026-02-06 13F Hexagon Capital Partners LLC 71.043 28,29 4.129 29,64
2026-04-15 13F Johnson & White Wealth Management, LLC 10.871 -33,38 604 -36,39
2026-04-17 13F Cora Capital Advisors Llc 8.796 -67,37 488 -68,84
2026-02-17 13F Family Management Corp 4.100 0,00 238 1,28
2026-01-27 13F Institute for Wealth Management, LLC. 37.617 3,11 2.186 4,19
2026-04-10 13F Sulzberger Capital Advisors, Inc. 42.448 1,90 2.357 -2,68
2026-02-09 13F Sterling Investment Advisors, Ltd. 21.609 0,04 1.256 1,05
2026-04-20 13F Apella Capital, LLC 78.395 4.599
2026-01-21 13F Prime Capital Investment Advisors, LLC 312.367 -1,83 18.155 -0,81
2026-02-09 13F Hartland & Co., LLC 35.310 5,43 2.052 6,54
2026-02-11 13F Mascagni Wealth Management, Inc. 7.759 -5,30 451 -4,46
2026-04-22 13F Smallwood Wealth Investment Management, LLC 39.170 11,16 2.175 6,15
2026-01-26 13F Asset Dedication, LLC 264 0,00 15 0,00
2026-04-14 13F Westend Capital Management LLC 8.870 -0,34 492 -4,84
2026-01-26 13F San Luis Wealth Advisors LLC 31.025 -41,85 1.803 -41,23
2026-04-13 13F John W. Brooker & Co., CPAs 19.687 53,00 1.093 46,32
2026-02-10 13F Carnegie Lake Advisors LLC 7.945 -0,13 462 0,88
2026-02-11 13F Jpmorgan Chase & Co 23.671.381 -15,48 1.375.781 -14,60
2026-02-19 13F CI Private Wealth, LLC 18.918 78,10 984 60,88
2026-01-20 13F/A Miller Wealth Advisors, Llc 324 0,00 19 0,00
2025-11-10 13F Citigroup Inc 0 -100,00 0
2026-04-08 13F Legacy Wealth Asset Management, LLC 4.119 229
2026-04-08 13F Castle Rock Wealth Management, LLC 10.674 6,48 593 1,54
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-01-26 13F AE Wealth Management LLC 93.835 188,95 5.454 192,07
2026-02-12 13F Hibernia Wealth Partners, LLC 84.005 104,79 4.882 106,95
2026-02-17 13F Imprint Wealth LLC 722 42
2026-02-03 13F Costello Asset Management, INC 101 -96,25 6 -96,75
2026-02-10 13F Hazlett, Burt & Watson, Inc. 674 0,45 0
2026-02-12 13F Richmond Investment Services, LLC 6.458 -6,19 375 -5,06
2026-02-17 13F Cetera Investment Advisers 2.831.490 5,11 164.566 6,20
2026-02-09 13F Hantz Financial Services, Inc. 651 15,43 0
2026-04-23 13F Financial Guidance Group, Inc. 31.704 14,57 1.760 9,45
2026-02-05 13F Burford Brothers, Inc. 3.587 0,00 208 0,97
2026-03-25 13F Mission Financial Group, LLC 4.983 290
2026-04-17 13F RFG Advisory, LLC 61.653 74,46 3.423 66,68
2026-02-12 13F Steward Partners Investment Advisory, Llc 612.639 4,07 35.607 5,15
2026-04-17 13F Wealth Management Partners, LLC 19.185 6,46 1.065 1,72
2026-02-12 13F Hilton Capital Management, LLC 1.070.046 0,43 62.191 1,48
2026-04-20 13F Tranquility Partners, LLC 0 -100,00 0
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 197 2,60 11 0,00
2026-02-10 13F KERR FINANCIAL PLANNING Corp 5.685 57,52 324 55,02
2025-11-14 13F Frederick Financial Consultants, LLC 0 -100,00 0
2026-02-05 13F Soltis Investment Advisors LLC 17.292 4,91 1.005 6,01
2026-01-12 13F CVA Family Office, LLC 17.905 11,68 1.041 12,80
2026-02-10 13F CIBC World Markets Inc. 10.162 18,70 591 19,92
2026-04-23 13F Cornerstone Wealth Management, LLC 161.407 5,60 8.961 0,88
2026-02-13 13F LGT Financial Advisors LLC 62 -36,73 4 -40,00
2026-02-10 13F New Republic Capital, LLC 0 -100,00 0
2026-04-07 13F Cooper Financial Group 17.964 -5,83 997 -10,02
2026-02-13 13F/A Newport Capital Group, LLC 23.216 2,33 1.349 3,37
2026-02-12 13F CIBC Private Wealth Group, LLC 2.818 -5,69 164 -4,68
2026-02-17 13F Pinnacle Financial Partners, Inc. 25.935 1.508
2026-02-13 13F Resources Investment Advisors, LLC. 15.833 -5,42 920 -4,37
2026-02-11 13F M Holdings Securities, Inc. 47.834 3
2026-03-03 13F NWF Advisory Services Inc. 89.489 -7,55 5.201 -6,57
2026-01-30 13F Simplicity Wealth,LLC 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 1.630 22,37 90 16,88
2026-01-23 13F Nbt Bank N A /ny 2.000 0,00 116 0,87
2026-04-24 13F DB&C Advisors, LLC 18.045 8,52 1.002 3,62
2026-01-27 13F Elevated Capital Advisors, LLC 60 3
2026-01-28 13F N.E.W. Advisory Services LLC 3.506 193,39 204 198,53
2026-04-10 13F Putney Financial Group LLC 29.326 77,95 1.628 70,11
2026-04-16 13F Brookstone Capital Management 121.108 12,95 6.724 7,90
2026-02-06 13F VSM Wealth Advisory, LLC 2.782 15,20 162 16,67
2026-02-17 13F Private Advisor Group, LLC 1.010.618 0,95 58.737 2,01
2026-02-13 13F Mml Investors Services, Llc 1.343.676 15,29 78.094 16,49
2026-02-17 13F Regal Investment Advisors LLC 5.421 8,12 315 9,38
2026-04-03 13F Waller Financial Planning Group, Inc 10.505 150,12 583 138,93
2026-02-17 13F Herold Advisors, Inc. 41.868 21,84 2.433 23,13
2026-02-03 13F Bokf, Na 1.363 79
2026-04-13 13F Kelly Financial Services LLC 11.724 2,85 651 -1,81
2026-02-20 13F Wick Capital Partners, LLC 173.878 3,70 9.049 -6,18
2026-04-07 13F Signaturefd, Llc 5.450 3,20 303 -1,31
2026-04-17 13F Andina Capital Management, LLC 6.284 349
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