Grundlæggende statistik
| Institutionelle ejere | 477 total, 477 long only, 0 short only, 0 long/short - change of 19,20% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5097 % - change of -2,92% MRQ |
| Institutionelle aktier (lange) | 88.537.654 (ex 13D/G) - change of 26,59MM shares 42,93% MRQ |
| Institutionel værdi (lang) | $ 4.394.705 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF (US:JMUB) har 477 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 88,537,654 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, LPL Financial LLC, Northwestern Mutual Wealth Management Co, Meeder Advisory Services, Inc., Cetera Investment Advisers, Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, Bank Of America Corp /de/, Raymond James Financial Inc, and Envestnet Asset Management Inc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF (BATS:JMUB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 50,74 / share. Previously, on March 10, 2025, the share price was 50,43 / share. This represents an increase of 0,61% 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 | Leslie Global Wealth, LLC | 11.005 | 135,91 | 557 | 135,59 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 267.185 | 1,90 | 13.493 | 1,96 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 6.523 | 30,62 | 329 | 30,56 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 279 | 14 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 190.819 | 81,44 | 9.636 | 81,54 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 29.569 | -19,21 | 1.493 | -19,17 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 38.203 | 1.929 | ||||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 76 | 4 | ||||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 87.837 | 86,34 | 4.436 | 86,42 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 250.340 | 8,28 | 12.642 | 8,35 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 435.348 | 3,41 | 21.985 | 3,47 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 57.725 | -5,70 | 2.915 | -5,63 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 500 | 0,00 | 25 | 0,00 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 6.910 | 350 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.032 | 39,86 | 254 | 40,33 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.600.660 | 52,47 | 80.833 | 52,56 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 47.269 | -2,18 | 2.387 | -2,09 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 21.805 | 5,68 | 1.101 | 5,76 | ||||
| 2025-10-03 | 13F | West Oak Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 193.982 | -3,22 | 9.796 | -3,16 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 7.177 | -10,58 | 0 | |||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 38.774 | 17,91 | 1.958 | 18,02 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 14.026 | 708 | ||||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 40.600 | 2.050 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 4.854 | 54,93 | 245 | 55,06 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 7.223 | 0,71 | 365 | 0,83 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 4.390 | 223 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 14.286 | -6,11 | 724 | -5,74 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 21.445 | 1.083 | ||||||
| 2026-02-06 | 13F | Condor Capital Management | 257.668 | -1,57 | 13.012 | -1,51 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 56.624 | 25,62 | 2.860 | 25,67 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 6.579 | 0,23 | 332 | 0,30 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 6.075 | -0,16 | 307 | -0,33 | ||||
| 2026-01-15 | 13F | Presidio Capital Management, LLC | 44.130 | 6,55 | 2.229 | 6,60 | ||||
| 2026-02-13 | 13F | Storgate, LLC | 13.444 | 679 | ||||||
| 2026-01-21 | 13F | Hartford Financial Management Inc. | 269.279 | 33,37 | 13.599 | 33,44 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 183.808 | 86,14 | 9 | 125,00 | ||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | Abacus Planning Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.212.920 | 14,29 | 61.252 | 14,36 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 6.785 | 343 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 5.376 | -0,74 | 271 | -0,73 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 5.251 | 265 | ||||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 8.334 | 2,25 | 421 | 2,44 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.283 | 65 | ||||||
| 2026-02-04 | 13F | GGM Financials LLC | 9.737 | 16,23 | 492 | 16,35 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 20.155 | 18,74 | 1.018 | 18,81 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 28.454 | -22,94 | 1.445 | -22,64 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 132.163 | 4,05 | 6.674 | 4,12 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 93.416 | 7,03 | 4.718 | 7,11 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 1.246.876 | 6,19 | 63.014 | 6,33 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 148.104 | 2,14 | 7 | 0,00 | ||||
| 2026-01-08 | 13F | Sincerus Advisory, LLC | 4.142 | 209 | ||||||
| 2026-01-12 | 13F | Skyline Advisors, Inc. | 140.862 | 6,61 | 7.114 | 6,67 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 130.131 | 18,40 | 6.572 | 18,46 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 14.084 | 2,50 | 711 | 2,60 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 6.228 | 315 | ||||||
| 2026-01-09 | 13F | Teamwork Financial Advisors, LLC | 6.254 | 0,30 | 316 | 0,32 | ||||
| 2026-01-07 | 13F | Boston Standard Wealth Management, LLC | 101.384 | 5,84 | 5.120 | 5,87 | ||||
| 2026-01-05 | 13F | Helen Stephens Group, LLC | 355.918 | 10,88 | 17.974 | 10,94 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 422.900 | 4,91 | 21.356 | 4,97 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 12.494 | 631 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 14.487 | 76,82 | 732 | 77,00 | ||||
| 2025-10-10 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 4.689 | 7,55 | 237 | 7,27 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 127 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 287.068 | 10,14 | 14.542 | 10,54 | ||||
| 2026-01-22 | 13F | Newman Dignan & Sheerar, Inc. | 123.040 | 5,25 | 6.214 | 5,31 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 44.531 | 1.001,71 | 2.249 | 1.001,96 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 26.754 | 1.351 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 10.603 | -14,21 | 535 | -14,13 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 957 | 17,57 | 48 | 17,07 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 99.794 | 16,55 | 5.040 | 16,37 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 7.959 | 67,59 | 402 | 67,78 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 327.319 | 106,14 | 17 | 100,00 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 5.314 | 0,00 | 268 | 0,00 | ||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 24.728 | 11,35 | 1.249 | 11,43 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 132.350 | 18,00 | 6.684 | 18,07 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 21.872 | 12,62 | 1.105 | 12,65 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 2.584 | 0,00 | 130 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 751.420 | 18.550,29 | 37.947 | 18.592,61 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 24.123 | 118,90 | 1.218 | 119,06 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 26.840 | 0,48 | 1.355 | 0,52 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 9.731 | 142,31 | 491 | 143,07 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 17.358 | -5,29 | 877 | -5,30 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 13.540 | 0,00 | 686 | 0,29 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 108.977 | 44,25 | 5.503 | 44,36 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 83.516 | 72,05 | 4 | 100,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.531.924 | 44,46 | 279.362 | 44,54 | ||||
| 2026-02-10 | 13F | Charter Research & Investment Group, Inc. | 4.984 | 252 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 50 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.941.957 | 40,89 | 98.069 | 40,97 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.230.539 | 3,85 | 62.142 | 3,91 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 40.285 | 43,34 | 2.034 | 43,44 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 781.550 | 3,29 | 39.468 | 3,35 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 5.827 | 4,33 | 294 | 4,63 | ||||
| 2026-01-26 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 5.569 | 5,65 | 281 | 5,64 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 276.723 | 146,35 | 13.975 | 146,50 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 9.810 | 29,74 | 495 | 29,92 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 250.037 | 61,74 | 12.627 | 61,83 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 16.427 | 830 | ||||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44.378 | 2,89 | 2.241 | 2,99 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 194.805 | 3,69 | 9.838 | 3,75 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 4.677 | 0,00 | 237 | 0,00 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 184.286 | 7,25 | 9.306 | 7,32 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 490.456 | 24.768 | ||||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 10.600 | 0,00 | 535 | 0,19 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 693.873 | 1,90 | 35.041 | 1,96 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 11.711 | -20,73 | 591 | -20,67 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 82.660 | 22,87 | 4.174 | 22,95 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 11.105 | -60,45 | 561 | -60,45 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 8.790 | -0,75 | 444 | -0,67 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 8.584 | 433 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 1.196 | 60 | ||||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 42,86 | 1 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 5.641 | 285 | ||||||
| 2026-01-26 | 13F | PDS Planning, Inc | 8.641 | 0,91 | 436 | 0,93 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 40.151 | 2.028 | ||||||
| 2026-02-06 | 13F | Sierra Ocean, Llc | 6.241 | 0,91 | 315 | 0,96 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 131.559 | 6.644 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.314 | 117 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 629.062 | 394,17 | 31.768 | 394,50 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 755.542 | 118,08 | 38.155 | 118,65 | ||||
| 2026-01-21 | 13F | Impact Investors, Inc | 32.493 | 4,37 | 1.641 | 4,39 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 80.363 | 1,75 | 4.069 | 2,08 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 158.217 | 7.990 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 221.338 | 758,53 | 11.178 | 759,11 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 352.676 | 1.180,78 | 23.668 | 1.603,96 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.078 | 0,84 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 281.673 | -2,74 | 14.224 | -2,68 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 27.860 | 16,35 | 1.413 | 16,97 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 5.797 | 0,00 | 293 | 0,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 40.458 | 30,29 | 2.008 | 30,30 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 716.605 | 9,34 | 36.189 | 9,40 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 69.196 | 3,06 | 3.494 | 3,13 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 794.545 | 4,18 | 40.125 | 4,24 | ||||
| 2026-02-03 | 13F | Marmo Financial Group, LLC | 56.896 | -2,63 | 2.873 | -2,58 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 5.522 | -14,11 | 279 | -14,20 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 19.307 | 1,88 | 975 | 1,99 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 865 | 44 | ||||||
| 2025-10-20 | 13F | Masso Torrence Wealth Management Inc. | 6.000 | 0,00 | 303 | 1,68 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 739.939 | 0,82 | 37.367 | 100.889,19 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 16.000 | 808 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.772 | 828,94 | 342 | 847,22 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 29.684 | 290,07 | 1.499 | 290,36 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 67.764 | -4,91 | 3.422 | -4,84 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | 951 | 48 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 143.226 | 31,60 | 7 | 40,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.219 | 0,73 | 264 | 1,15 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.506 | 0 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.444 | 73 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 6.035 | 0,47 | 305 | 0,33 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.193 | 69,03 | 161 | 69,47 | ||||
| 2026-01-13 | 13F | FMA Wealth Management, LLC | 72.827 | 1,71 | 3.678 | 1,77 | ||||
| 2026-01-26 | 13F | Opal Wealth Advisors, LLC | 92.598 | -0,92 | 4.676 | -0,85 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 13.592.101 | 1.656,36 | 686.401 | 1.657,43 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 48.175 | 107,94 | 2.433 | 108,04 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.873.662 | 18,07 | 145.120 | 18,13 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 85 | -93,20 | 4 | -93,65 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 62.997 | 4,71 | 3.181 | 4,78 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 13.400 | 0,37 | 677 | 0,45 | ||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 36.328 | 2,02 | 1.835 | 2,06 | ||||
| 2026-01-22 | 13F | Vicus Capital | 81.374 | 0,81 | 4.109 | 0,86 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 12.830 | 0,69 | 652 | 1,24 | ||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 253.182 | 45,23 | 12.786 | 45,32 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 27.903 | 2,85 | 1.409 | 2,92 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 147 | 7 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 72.867 | 6,52 | 3.680 | 6,58 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 6.552 | 23,76 | 331 | 23,60 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 19.097 | 0,46 | 964 | 0,52 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 17.308 | -85,78 | 874 | -85,77 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 6.310 | 319 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 33.759 | 1.705 | ||||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 28.909 | 1.464 | ||||||
| 2026-02-13 | 13F | McAdam, LLC | 39.926 | -0,22 | 2.016 | -0,15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.173 | 1.403,85 | 59 | 1.866,67 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 34.284 | 0,00 | 1.731 | 0,06 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 54.564 | 1,35 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 198.048 | 58,57 | 10.001 | 58,67 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 22.273 | 21,44 | ||||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 24.317 | 20,23 | 1.228 | 20,39 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 867 | -24,15 | 44 | -24,56 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 8.890 | 0,00 | 449 | 1,82 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 139.525 | 7.046 | ||||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 39.306 | 1.985 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 16.992 | 103,96 | 858 | 104,29 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 435.288 | 7,11 | 21.982 | 7,17 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 49.968 | 42,81 | 2.523 | 42,95 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 30.760 | -3,09 | 1.553 | -3,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 567.263 | 33,10 | 28.647 | 33,18 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 13.700 | 692 | ||||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 48.046 | 5,90 | 2.426 | 5,99 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 25.752 | 1.300 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 159.571 | 17,61 | 8.058 | 17,69 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 2.484 | 125 | ||||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.843 | 93 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 97.540 | 11,12 | 4.926 | 11,17 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 14.335 | 724 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 111 | 5,71 | 6 | 0,00 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 18.147 | 12,46 | 916 | 12,53 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 35.737 | 32,02 | 1.805 | 32,06 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 284.598 | 22,94 | 14.372 | 23,02 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 352.699 | 3,54 | 17.811 | 3,61 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 530.147 | 11,29 | 26.772 | 11,36 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 20.750 | 1.048 | ||||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 4.037 | 0,00 | 204 | 1,50 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2.700 | 136 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 846 | 0,00 | 43 | 0,00 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 457.761 | 9,64 | 23.117 | 9,70 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 162.293 | 43,89 | 8.196 | 43,97 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 17.871 | -4,06 | 902 | -4,04 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 2.300 | 0,00 | 116 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 142.367 | 8,27 | 7.190 | 8,33 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 8.344 | 0,05 | 422 | 0,48 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 8.612 | 0,00 | 435 | 0,00 | ||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 103.665 | -5,03 | 5.235 | -4,96 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 168.523 | 4,66 | 8.510 | 4,73 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 6.421 | -0,45 | 324 | 1,57 | ||||
| 2026-01-29 | 13F | Comerica Bank | 35.601 | 428,13 | 1.798 | 428,53 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 33.346 | 79,16 | 1.684 | 79,23 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 31.759 | 14,70 | 1.604 | 14,75 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 104.126 | 5,48 | 5.258 | 5,54 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 240 | 12 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.650 | 134 | ||||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 27.203 | -8,85 | 1.374 | -8,83 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 55.479 | 2.813 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 2.966 | 12,43 | 150 | 12,03 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.871 | 13,72 | 700 | 13,82 | ||||
| 2026-01-29 | 13F | Higgins & Schmidt Wealth Strategies LLC | 51.394 | 12,56 | 2.595 | 12,63 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 6.255 | 45,60 | 316 | 45,83 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 32.904 | 19,11 | 1.662 | 19,15 | ||||
| 2026-01-15 | 13F | Crane Advisory, LLC | 8.174 | 83,19 | 415 | 84,82 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 317 | 16 | ||||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 11.703 | 0,00 | 592 | 0,34 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 7.261 | 367 | ||||||
| 2026-01-08 | 13F | Choice Wealth Advisors, LLC | 9.131 | -24,54 | 461 | -24,43 | ||||
| 2026-01-20 | 13F | BKA Wealth Consulting, Inc. | 28.627 | -0,23 | 1.446 | -0,21 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 16.432 | 21,22 | 830 | 21,20 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 20.294 | 1.025 | ||||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 8.599 | 37,91 | 434 | 38,22 | ||||
| 2026-01-08 | 13F | Centerline Wealth Advisors, LLC | 15.218 | 769 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 12.826 | -0,77 | 648 | -0,77 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 14.679 | 21,75 | 741 | 21,88 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 123.511 | 6,69 | 6.237 | 6,76 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 2.969 | 0,00 | 150 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4.723 | 41,79 | 239 | 41,67 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 55.751 | 45,39 | 2.815 | 45,48 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 14.677 | 1,78 | 743 | 1,78 | ||||
| 2025-11-14 | 13F | Boothbay Fund Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Collective Family Office Llc | 711.318 | 13,60 | 35.922 | 13,67 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 10.341 | 14,27 | 522 | 14,47 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 54.295 | 29,68 | 2.742 | 29,72 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 57.861 | -2,96 | 2.922 | -3,28 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 23.800 | 1.206 | ||||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 18.174 | 13,10 | 918 | 13,07 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 795.805 | 10,50 | 40.191 | 10,58 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.205.962 | 76,21 | 111.401 | 76,32 | ||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 149.803 | 7,53 | 7.565 | 7,59 | ||||
| 2026-01-21 | 13F | Planning Directions Inc | 19.889 | 0,91 | 1.004 | 1,01 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 10.469 | 0,00 | 529 | 0,00 | ||||
| 2026-01-29 | 13F | Wealth Alliance Advisory Group, LLC | 200.308 | 1,69 | 10.116 | 1,75 | ||||
| 2026-02-20 | 13F | Cambient Family Office, Llc | 19.818 | 1.001 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 515.077 | -0,80 | 26 | 0,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 238.223 | 27,13 | 12.030 | 27,21 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 35.645 | 1.814 | ||||||
| 2026-01-21 | 13F | Seascape Capital Management | 16.000 | 33,33 | 1 | |||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 6.892 | 16,07 | 348 | 16,39 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 56.181 | 0,28 | 2.837 | 0,35 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 9.219 | 466 | ||||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 7.620 | 0,11 | 385 | 0,00 | ||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 52.142 | 20,02 | 2.633 | 20,12 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 97.407 | -38,55 | 4.919 | -38,50 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 59.832 | 37,64 | 3.021 | 37,76 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 5.608 | 283 | ||||||
| 2026-02-04 | 13F | Washington Trust Bank | 112.896 | -18,46 | 5.701 | -18,42 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 36.188 | 0,29 | 1.833 | 0,66 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 577.817 | -40,88 | 29.180 | -40,85 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 29.629 | 1.496 | ||||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 225.949 | -0,10 | 11.410 | -0,04 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 12.867 | -4,68 | 650 | -4,70 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7.146 | 361 | ||||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 211.321 | 3,49 | 10.672 | 3,55 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 29.347 | 33,57 | 1.484 | 33,84 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 4.493 | 227 | ||||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 35.241 | 29,12 | 1.780 | 29,19 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.076 | -92,50 | 256 | -92,51 | ||||
| 2026-01-26 | 13F | Seamount Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 53 | 3 | ||||||
| 2026-01-26 | 13F | Red Mountain Financial, LLC | 69.277 | -1,97 | 3.498 | -1,91 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 212.416 | 4.322,57 | 10.727 | 4.332,64 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 23.548 | 1.189 | ||||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 369.290 | 217,38 | 18.649 | 217,59 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 77.193 | 146,36 | 4 | 200,00 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 13.328 | 673 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 138.397 | 7,15 | 6.989 | 7,21 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 10.122 | 511 | ||||||
| 2026-02-17 | 13F | Vista Investment Management | 22.339 | 0,68 | 1.128 | 0,80 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 4.567 | 231 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 91.651 | 1,56 | 4.628 | 1,62 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 405.090 | 348,66 | 20.457 | 349,01 | ||||
| 2026-01-09 | 13F | Friday Financial | 19.452 | 111,71 | 982 | 112,10 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 5.805 | 293 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 69.323 | 34,50 | 4 | 50,00 | ||||
| 2026-01-12 | 13F | Perennial Advisors, LLC | 17.760 | 41,23 | 897 | 41,32 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 11.839 | 0,85 | 598 | 0,84 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 426.969 | 1,84 | 21.562 | 1,90 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 4.000 | 202 | ||||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 31.344 | -0,39 | 1.583 | -0,38 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 136.366 | 7,15 | 6.888 | 7,22 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Smithbridge Asset Management Inc/de | 58.920 | 106,30 | 2.975 | 106,45 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 22 | 0,00 | 1 | 0,00 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 8.113 | 0,31 | 410 | 0,25 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 15.720 | 794 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 745.676 | 6,19 | 37.657 | 6,25 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6.461 | 1,05 | 326 | 1,24 | ||||
| 2026-01-29 | 13F | UBS Group AG | 23.940 | 56.900,00 | 1.209 | 60.300,00 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 8.312 | 2,49 | 420 | 2,44 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 10.901 | 0,62 | 554 | 0,91 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 135.421 | 149,79 | 6.839 | 149,93 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 4.302 | -0,02 | 217 | 0,00 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 9.133 | 119,17 | 461 | 119,52 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 372.925 | 0,70 | 18.833 | 0,75 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 18.567 | 31,98 | 938 | 31,97 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 637.423 | 32.190 | ||||||
| 2026-01-14 | 13F | Bond & Devick Financial Network, Inc. | 6.819 | -10,06 | 344 | -9,95 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 14.794 | 100,30 | 747 | 100,81 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 55.515 | -9,62 | 2.804 | -9,58 | ||||
| 2026-01-23 | 13F | Kooman & Associates | 31.759 | -3,15 | 1.604 | -3,08 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 11.709 | -9,14 | 591 | -9,08 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 13.399 | -30,01 | 677 | -30,02 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 10.912 | 0,00 | 551 | 0,18 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 6.910 | 13,32 | 350 | 14,01 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 156.236 | 1,84 | 7.890 | 1,90 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 17.628 | -8,27 | 890 | -8,15 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 896.541 | 13,67 | 45.276 | 14,33 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 6.666 | 41,26 | 337 | 41,18 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 17.653 | -13,13 | 891 | -13,07 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 19.334 | -77,27 | 976 | -77,26 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 5.238 | 0,42 | 266 | 1,14 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 4.159.706 | 29,63 | 210.065 | 29,71 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 75.963 | 24,19 | 3.836 | 24,30 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 4.700 | 239 | ||||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 5.052 | 0,00 | 255 | 0,39 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 108.239 | 121,76 | 5.466 | 121,92 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 668 | 34 | ||||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 5.086 | -8,69 | 257 | -8,90 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 35.627 | 35,75 | 1.799 | 35,88 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 194 | 10 | ||||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 82.928 | 2,58 | 4.188 | 2,17 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 209.555 | 0,67 | 10.583 | 0,72 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 809.819 | -3,69 | 40.896 | -3,63 | ||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 19.782 | 999 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 195.757 | 7.067,96 | 9.886 | 7.115,33 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.755.465 | 22,65 | 139.123 | 22,81 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 126.612 | 0,09 | 6.390 | 1,77 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 19.245 | 0,99 | 972 | 1,04 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 158.760 | 21,30 | 8.017 | 21,38 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 2.196 | 111 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 21.739 | -70,09 | 1.098 | -70,08 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 47.818 | 14,45 | 2.415 | 14,52 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 47.421 | -3,00 | 2.395 | -2,96 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 4.901 | 12,23 | 248 | 12,27 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 17.235 | 6,59 | 870 | 6,62 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 32.747 | 0,96 | 1.654 | 1,04 | ||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 13.849 | 16,78 | 699 | 17,09 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 11.632 | 587 | ||||||
| 2026-01-21 | 13F | Lockerman Financial Group, Inc. | 19.774 | 999 | ||||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 5.435 | 12,48 | 276 | 13,58 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 9.149 | -33,31 | 462 | -33,24 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 268.763 | 4,17 | 13.573 | 4,23 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 22.818 | 1,54 | 1.152 | 1,59 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 10.480 | 13,96 | 529 | 14,01 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 159.979 | 14,42 | 8.079 | 14,48 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 4.267 | 215 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 21.640 | 5,30 | 1.093 | 5,30 | ||||
| 2026-01-15 | 13F | Trust Co | 1.898 | 96 | ||||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 57.530 | -1,36 | 2.905 | -1,29 | ||||
| 2026-02-13 | 13F | Croban | 16.546 | 836 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 437.600 | 13,35 | 22.099 | 116.205,26 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 8.540 | 3,26 | 431 | 3,36 | ||||
| 2026-02-10 | 13F | Sivia Capital Partners, LLC | 4.163 | 0,00 | 210 | 0,00 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 153.365 | -17,35 | 7.745 | -17,31 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 402.722 | 3,76 | 20.337 | 3,82 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 6.989 | 18,32 | 353 | 18,12 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 1.385 | 0,58 | 70 | 0,00 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 25.366 | 9,83 | 1.281 | 9,87 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 120.758 | 102,10 | 6.099 | 102,26 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 172.577 | 61,37 | 8.715 | 64,19 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 30.260 | 2.453,59 | 1.528 | 2.489,83 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 14.580 | 0,00 | 736 | 0,14 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 296 | 15 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.200 | 0,00 | 61 | 0,00 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 57.859 | 11,87 | 2.922 | 11,92 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 8.705 | -15,49 | 440 | -13,92 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 14.951 | 23,61 | 755 | 23,77 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 235.599 | 11.898 | ||||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 218.585 | 11,93 | 11.039 | 11,99 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 43.252 | 59,59 | 2.184 | 59,77 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 21.212 | 8,49 | 1.071 | 8,62 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 8.500 | 44,36 | 429 | 44,44 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 14.311 | -5,42 | 723 | -5,37 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 455.178 | 32,72 | 23.087 | 32,85 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 75.039 | -0,24 | 3.789 | -0,18 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 15.702 | 8,52 | 793 | 8,49 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 880 | 44 | ||||||
| 2026-01-02 | 13F | First Financial Bank - Trust Division | 26.801 | 25,31 | 1.353 | 25,39 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 148.083 | 349,06 | 7.478 | 349,40 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 154 | -43,80 | 8 | -46,15 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 56.166 | -2,58 | 2.839 | -2,17 | ||||
| 2026-01-21 | 13F | Asio Capital, LLC | 641.876 | 2,70 | 32.515 | 3,08 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 323.198 | -2,11 | 16.321 | -2,05 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 19.349 | -13,76 | 977 | -13,69 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 31.894 | 0,04 | 1.611 | 0,06 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 11.440 | -48,45 | 578 | -48,48 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 24.297 | 20,08 | 1.227 | 20,18 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 565 | 0,00 | 29 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 11.635 | -1,14 | 588 | -1,01 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 270.126 | 13.641 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 4.868 | 246 | ||||||
| 2025-11-13 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 32.330 | 1.633 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 357.403 | -0,19 | 18.046 | -0,14 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 4.340 | 8,36 | 219 | 8,42 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 308 | -8,06 | 16 | -6,25 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12.130 | 612 | ||||||
| 2026-02-02 | 13F | Signature Wealth Management Partners, LLC | 4.578 | 0,00 | 231 | 0,00 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 800 | 40 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 9.801 | 42,75 | 496 | 43,35 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 21.632 | 18,32 | 1.092 | 18,44 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7.298 | 369 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 631 | 32 | ||||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 5.760 | -1,71 | 291 | -1,69 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 11.101 | 563 | ||||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 728 | 0,00 | 37 | 0,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | 5T Wealth, LLC | 58.086 | 115,52 | 2.933 | 115,66 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 10.262 | 96,18 | 518 | 96,21 | ||||
| 2026-01-26 | 13F | MBM Wealth Consultants, LLC | 37.535 | 2,10 | 1.896 | 2,16 | ||||
| 2026-02-13 | 13F | Tenzing Financial LLC | 17.210 | 869 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 45.283 | 16,73 | 2.287 | 16,81 | ||||
| 2026-02-10 | 13F | Blueline Advisors Llc | 2.258 | 114 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 30.522 | 18,45 | 1.541 | 18,54 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 85.800 | -25,52 | 4.333 | -25,49 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 175.414 | 118,78 | 8.858 | 118,93 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 85.615 | -71,77 | 4.324 | -71,75 | ||||
| 2026-01-12 | 13F | Amplius Wealth Advisors, LLC | 333.858 | 12,22 | 16.860 | 12,28 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 44 | 2 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 89.723 | 1,79 | 4.531 | 1,87 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 183.937 | 38,55 | 9.289 | 38,64 | ||||
| 2026-01-30 | 13F | Prentice Wealth Management LLC | 73.014 | -7,11 | 3.687 | -7,06 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 74.277 | 27,06 | 3.761 | 27,49 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 6.963 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 617.935 | -9,67 | 31.206 | -9,62 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 76.129 | 10,43 | 3.856 | 12,65 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 51.209 | 24,26 | 2.586 | 24,39 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 5.001 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 5.267 | -0,04 | 266 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 211 | 11 | ||||||
| 2026-02-13 | 13F | LM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 20.047 | 42,71 | 1.012 | 42,94 | ||||
| 2026-02-14 | 13F | American Trust | 48.723 | -89,81 | 2.461 | -89,81 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 3.217.485 | 162.483 | ||||||
| 2026-01-09 | 13F | Leverty Financial Group, LLC | 227.961 | -5,17 | 11.512 | -5,11 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 226.173 | 129,43 | 11.422 | 129,57 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 140.010 | 7.058 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 934 | 47 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 7.229 | -16,25 | 365 | -16,09 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 29.816 | -11,97 | 1.506 | -11,94 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 395 | 20 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.717.626 | 6,96 | 137.566 | 7,44 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 41.794 | 19,75 | 2.111 | 19,82 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 30.095 | 20,02 | 1.520 | 20,08 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 113.031 | 28,12 | 5.708 | 28,21 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 454.649 | 7,12 | 22.960 | 7,18 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 132.043 | 10,17 | 6.668 | 10,25 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 541 | 27 | ||||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 61.859 | 3,61 | 3.124 | 3,65 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 3.032 | 153 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1.251.400 | 7,86 | 63.196 | 7,93 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.436 | 49,49 | 578 | 49,48 | ||||
| 2025-10-03 | 13F | Shorepoint Capital Partners LLC | 140.638 | 13,62 | 7.098 | 14,71 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 4.578 | 0,00 | 231 | 0,00 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 4.296 | 217 | ||||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 464.964 | -1,56 | 23.481 | -1,51 | ||||
| 2026-02-13 | 13F | Invenio Wealth Partners Llc | 390.217 | -4,99 | 19.706 | -4,94 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 140.100 | 10,97 | 7.075 | 11,05 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 2.016 | 11,20 | 102 | 10,99 |
