Grundlæggende statistik
| Institutionelle ejere | 408 total, 408 long only, 0 short only, 0 long/short - change of 10,51% MRQ |
| Gennemsnitlig porteføljeallokering | 1.0212 % - change of 13,71% MRQ |
| Institutionelle aktier (lange) | 93.618.094 (ex 13D/G) - change of 12,88MM shares 15,95% MRQ |
| Institutionel værdi (lang) | $ 4.228.810 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (US:JPIE) har 408 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 93,618,094 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Morgan Stanley, Sequoia Financial Advisors, LLC, Wells Fargo & Company/mn, Savant Capital, LLC, Bank Of America Corp /de/, Heritage Financial Services, LLC, Envestnet Asset Management Inc, Warren Averett Asset Management, LLC, and Royal Bank Of Canada .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (ARCA:JPIE) 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 23, 2026 is 46,02 / share. Previously, on March 24, 2025, the share price was 46,00 / share. This represents an increase of 0,04% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | Dynamic Financial Group | 5.615 | 0,00 | 260 | -0,38 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 6.904 | 111,26 | 320 | 111,26 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 24.470 | -1,50 | 1.133 | -1,74 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 6.945 | 3,27 | 321 | 2,88 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 561.513 | 6,05 | 25.992 | 5,77 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 5.592.163 | 21,32 | 258.861 | 21,00 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 75.291 | 3.485 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 79.572 | 24,33 | 3.683 | 24,01 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 835.817 | 10,60 | 38.690 | 10,31 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 460.776 | 26,05 | 21.329 | 25,73 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 11.703 | -20,10 | 542 | -20,32 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 191.748 | 47,44 | 8.876 | 47,08 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 26.957 | 1 | ||||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 46.882 | 20,14 | 2.170 | 19,82 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 164.653 | 60,73 | 7.622 | 60,31 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.541.476 | 4,24 | 117.645 | 3,97 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 117.613 | 16,89 | 5.444 | 16,60 | ||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 19.162 | 887 | ||||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 537.259 | 7,31 | 24.870 | 7,03 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 15.790 | 2,98 | 731 | 2,67 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 170.086 | 96,40 | 7.873 | 95,89 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 108.017 | 3,08 | 5.000 | 2,82 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.606 | 0,00 | 121 | 0,83 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 215.438 | 61,85 | 9.973 | 61,44 | ||||
| 2026-02-11 | 13F | Invst, LLC | 82.868 | 7,67 | 3.836 | 7,39 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 140.799 | 6.548 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 107 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 12.777 | 139,72 | 1 | |||||
| 2026-02-12 | 13F | Betterment LLC | 12.089 | 13,79 | 1 | |||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 19.402 | 4,32 | 900 | 4,41 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 15.000 | 145,90 | 694 | 145,23 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 9.375 | 434 | ||||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 10.006 | 3,09 | 463 | 2,67 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 48.392 | 2,31 | 2.240 | 2,05 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 938 | 1,52 | 43 | 2,38 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 25.096 | 69,18 | 1.162 | 68,75 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 4.903 | 228 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 23.232 | 1 | ||||||
| 2026-02-09 | 13F | Syverson Strege & Co | 89.698 | -2,32 | 4.152 | -2,56 | ||||
| 2026-01-27 | 13F | Benchmark Financial, LLC | 43.010 | 1.991 | ||||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2.848.628 | 23,56 | 131.863 | 23,24 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 45.023 | 18,50 | 2.084 | 18,21 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 5.459 | 253 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 2.276.189 | 8,08 | 105.365 | 7,80 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1.743 | 53,57 | 81 | 55,77 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 417.704 | -17,16 | 19.336 | -17,37 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 642 | -37,12 | 30 | -38,30 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 55.127 | -0,68 | 2.552 | -0,93 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.248 | -61,89 | 104 | -61,90 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 11.468 | -13,75 | 1 | |||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 14.709 | -55,12 | 681 | -55,26 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 69.404 | 3,62 | 3.213 | 3,35 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 17.675 | 1 | ||||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 453.100 | 4,43 | 20.974 | 4,16 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 1.741 | 81 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 49.228 | 305,17 | 2.279 | 304,62 | ||||
| 2025-09-25 | NP | JNBAX - JPMorgan Income Builder Fund Class A | 514.265 | 0,00 | 23.759 | 0,37 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 652.659 | 37,50 | 30.212 | 37,14 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 159.795 | 8,16 | 7.397 | 7,88 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 81.671 | 0,37 | 3.798 | 0,58 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 9.011 | 22,85 | 417 | 22,65 | ||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 5.324 | 0,00 | 246 | -0,40 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 26.943 | -2,91 | 1.247 | -3,11 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Helen Stephens Group, LLC | 12.765 | 17,25 | 591 | 16,83 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 61.430 | 6,13 | 2.844 | 5,85 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 22.055 | 2,68 | 1.021 | 2,41 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 5.025 | -50,98 | 233 | -51,16 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 49.463 | 1,43 | 2.290 | 1,15 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 192.319 | -16,18 | 8.902 | -16,40 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 444 | 21 | ||||||
| 2026-02-13 | 13F | Menard Financial Group LLC | 16.251 | -3,23 | 752 | -3,47 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 434.639 | 4,34 | 20.119 | 4,07 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 14.605 | -13,01 | 676 | -13,22 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 8.906 | -2,24 | 412 | -2,37 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 270.602 | 34,00 | 13 | 33,33 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 116.809 | 9,84 | 5.407 | 9,56 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 6.745 | 312 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.469.124 | 66,13 | 68.006 | 65,70 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 57.314 | -16,33 | 2.653 | -16,55 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 534.415 | 0,62 | 24.738 | 0,91 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 86.034 | -0,41 | 3.983 | -0,67 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 770 | -16,49 | 36 | -16,67 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 25.506 | 48,58 | 1.181 | 48,24 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 22.125 | 17,10 | 1.029 | 17,35 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 1.063.485 | -5,08 | 49.229 | -5,33 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 164.988 | 2.878,12 | 7.675 | 2.886,38 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 68.546 | -2,80 | 3.173 | -3,06 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 70.232 | -2,78 | 3.251 | -3,01 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 359.069 | 1.655,92 | 16.621 | 1.651,42 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 411.612 | 12,69 | 19.054 | 12,40 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 348.917 | -0,28 | 16.151 | -0,54 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 392.108 | 41,80 | 18.151 | 41,43 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 223 | -0,45 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 45.293 | 45,60 | 2.102 | 45,67 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 169.510 | 8,86 | 7.847 | 8,58 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 57 | 0,00 | 3 | 0,00 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 41.239 | 1.909 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 6.958 | 12,84 | 322 | 12,59 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 47.948 | 2.220 | ||||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 17.122 | 86,78 | 793 | 86,35 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.480.357 | -22,70 | 68.542 | -23,11 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 41.975 | -10,22 | 1.943 | -10,42 | ||||
| 2026-02-11 | 13F | Palladiem, Llc | 15.290 | 708 | ||||||
| 2026-01-26 | 13F | PDS Planning, Inc | 42.558 | 13,81 | 1.970 | 13,54 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 27.019 | 12,28 | 1.251 | 12,01 | ||||
| 2026-01-15 | 13F | LifeGoal Wealth Advisors | 135.702 | 27,51 | 6.299 | 27,54 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 4.404 | 0 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 7.526 | 350 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 47.387 | -5,22 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 7.567 | 45,66 | 350 | 45,23 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 299.656 | 2,09 | 13.871 | 1,84 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 28 | -15,15 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 256.004 | 53,38 | 11.850 | 52,92 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 43.589 | -62,52 | 2.018 | -62,63 | ||||
| 2025-09-25 | NP | JFLI - JPMorgan Flexible Income ETF | 12.837 | 0,00 | 593 | 0,51 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 337.607 | 11,02 | 15.628 | 10,74 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 95.025 | 25,56 | 4.399 | 25,23 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 21.476 | 994 | ||||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 7.405 | 22,28 | 343 | 21,71 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 4.810 | 11,60 | 223 | 11,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7.731.323 | 4,06 | 357.883 | 3,79 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Marmo Financial Group, LLC | 101.639 | 1,60 | 4.705 | 1,34 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 8.882 | -19,11 | 411 | -19,25 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 551.425 | 11,30 | 25.526 | 11,02 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 50.039 | 2.317 | ||||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 10.775 | 10,72 | 499 | 10,42 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 10.443 | 1,21 | 483 | 1,05 | ||||
| 2026-01-26 | 13F | Opal Wealth Advisors, LLC | 51.115 | -0,30 | 2.366 | -0,55 | ||||
| 2026-01-13 | 13F | FMA Wealth Management, LLC | 272.585 | 0,47 | 12.618 | 0,21 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 126 | -21,25 | 6 | -28,57 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 119.439 | 141,32 | 5.536 | 141,33 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 607 | 46,27 | 28 | 47,37 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 186 | -73,88 | 9 | -75,76 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.790.024 | 25,83 | 314.310 | 25,51 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 6.910 | -39,50 | 320 | -39,81 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 463.201 | 45,38 | 21.442 | 45,00 | ||||
| 2026-01-22 | 13F | Vicus Capital | 76.295 | 6,15 | 3.532 | 5,88 | ||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 12.388 | 573 | ||||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 178.275 | 8.252 | ||||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 927.662 | 2,89 | 42.941 | 2,63 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 14.723 | 682 | ||||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 79.920 | 26,71 | 3.699 | 26,38 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 15.343 | 3,44 | 710 | 3,20 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 304 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 18.265 | -6,49 | 1 | |||||
| 2026-01-05 | 13F | Commons Capital, Llc | 21.000 | 5,56 | 972 | 5,31 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 233.624 | 10.814 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 632.844 | 5,91 | 29.294 | 5,63 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 4.479 | -10,88 | 207 | -11,16 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 8.200 | 34,43 | 380 | 33,92 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 86.838 | 4.038 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 26 | |||||||
| 2026-01-27 | 13F | Novem Group | 8.707 | 99,43 | 403 | 99,50 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.280 | 65.500,00 | 152 | |||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 648.730 | 21,02 | 30.030 | 20,71 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 554.452 | -0,14 | 25.666 | 0,03 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 271 | 13 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 6.547 | 12,30 | 305 | 12,59 | ||||
| 2026-02-02 | 13F | Williams Financial, LLC | 1.053.702 | 131,02 | 48.776 | 130,43 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 10.771 | 66,71 | 499 | 66,56 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 244.845 | 55,30 | 11.360 | 56,09 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 165 | 1,85 | 8 | 0,00 | ||||
| 2025-09-25 | NP | GAOAX - JPMorgan Global Allocation Fund Class A | 2.095.298 | 96.803 | ||||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 296.491 | 3,70 | 13.725 | 3,43 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 34.553 | -11,49 | 1.599 | -11,71 | ||||
| 2026-02-03 | 13F | Bokf, Na | 10.128 | 469 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 620 | -6,20 | 29 | -6,67 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 47.761 | 15,67 | 2.211 | 15,34 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 6 | 0 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 21.779 | 45,42 | 1.008 | 45,04 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 880 | 95,12 | 41 | 100,00 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 5.681 | 0,00 | 264 | 0,00 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 511.466 | 7,62 | 23.676 | 7,34 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 178.574 | 8.266 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 38.811 | 56,98 | 1.797 | 56,58 | ||||
| 2026-01-21 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 15.772 | 13,74 | 730 | 13,53 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 381.213 | 12,45 | 17.646 | 12,16 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 193.076 | 27,74 | 8.937 | 27,42 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 9.473 | 11,80 | 440 | 12,28 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 60.124 | 11,36 | 2.783 | 11,10 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 11.248 | 30,64 | 521 | 30,58 | ||||
| 2025-11-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 40.922 | -1,20 | 1.894 | -1,46 | ||||
| 2026-01-22 | 13F | Altus Wealth Management, LLC | 52.094 | 27,21 | 2.411 | 26,89 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 184.468 | 38,42 | 8.539 | 38,06 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 14.248 | 44,52 | 660 | 44,20 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 295.311 | 11,61 | 13.670 | 11,32 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 7.012 | 3,85 | 325 | 3,51 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 5.252 | 243 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 937.379 | 7,39 | 43.395 | 7,12 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.298 | 65,87 | 245 | 65,54 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 195.162 | 21,14 | 9.034 | 20,84 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 10.548 | 28,70 | 488 | 28,42 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 4.957 | 0,94 | 229 | 0,88 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 64.485 | -0,22 | 2.985 | -0,47 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 3.038 | 0,00 | 141 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1.014 | -96,73 | 47 | -96,80 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 73.147 | 3,95 | 3.386 | 3,68 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 61.782 | -0,00 | 2.860 | -0,28 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 270 | 39,18 | 12 | 50,00 | ||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 15.792 | 2,54 | 731 | 2,24 | ||||
| 2026-02-12 | 13F | Asset Advisory Group, Inc. | 122.134 | 5.653 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 5.492 | 0,26 | 254 | 0,00 | ||||
| 2026-01-28 | 13F | Planned Solutions, Inc. | 519.501 | 4,39 | 24.048 | 4,12 | ||||
| 2026-01-27 | 13F | Emerald Advisors, LLC | 6.877 | 38,96 | 318 | 38,86 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 24.862 | -26,75 | 1.151 | -26,98 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 185.167 | 2,41 | 8.571 | 2,15 | ||||
| 2026-01-06 | 13F | First Citizens Financial Corp | 59.318 | 10,84 | 2.746 | 10,55 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 10.070 | 0,96 | 466 | 0,87 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 4.440 | 0,00 | 206 | -0,49 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 32.925 | 1.524 | ||||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 200.083 | -19,68 | 9.262 | -19,89 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 22.899 | -9,91 | 1.060 | -10,18 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 13.561 | -2,13 | 628 | -2,49 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 4.871 | 225 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 168.155 | 3,52 | 7.784 | 3,22 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Breakwater Capital Group | 6.299 | 39,42 | 292 | 39,23 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 102.590 | 4.771 | ||||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 25.763 | 1.193 | ||||||
| 2026-03-03 | 13F | S Harris Financial Group, LLC | 192.336 | 8.903 | ||||||
| 2026-01-21 | 13F | Penney Financial, LLC | 201.316 | 12,44 | 9.319 | 12,14 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.131.325 | 1.679,62 | 52.596 | 1.682,88 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 5.008 | 0,66 | 232 | 0,43 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 25 | 1 | ||||||
| 2026-02-20 | 13F | Cambient Family Office, Llc | 3.245 | 151 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 3.532.480 | 0,22 | 163.518 | -0,04 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 171.093 | -1,58 | 8 | -12,50 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Matisse Capital | 6.700 | 0,00 | 310 | 0,00 | ||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 550.174 | 3,79 | 25.468 | 3,52 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 23.595 | 1.097 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 5.574 | -27,02 | 258 | -27,12 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 335.466 | 2,09 | 15.529 | 1,82 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.434 | 252 | ||||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 5.810 | 269 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.164.598 | 2,10 | 100.199 | 1,84 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 33.634 | 3,54 | 1.557 | 3,25 | ||||
| 2026-01-26 | 13F | Seamount Financial Group Inc | 18.456 | 0,00 | 854 | -0,23 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 7.773 | 0,00 | 360 | -0,28 | ||||
| 2026-02-18 | 13F | Royal Harbor Partners, LLC | 193.138 | 2,77 | 8.940 | 2,51 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 14.769 | 63,92 | 686 | 63,88 | ||||
| 2025-10-20 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.103.338 | 42,30 | 143.654 | 41,93 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 1.081.981 | 3,51 | 50.085 | 3,24 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 131.443 | 0,00 | 6.084 | -0,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 21.044 | 53,90 | 974 | 53,63 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 194.134 | 20,60 | 8.986 | 20,28 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 2.606 | 6,80 | 121 | 6,19 | ||||
| 2026-01-05 | 13F | Miller Global Investments, LLC | 86.020 | 3.982 | ||||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 520.833 | 22,49 | 24.109 | 22,18 | ||||
| 2026-01-26 | 13F | Red Mountain Financial, LLC | 114.732 | 3,63 | 5.311 | 3,35 | ||||
| 2026-01-29 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 5.505 | 0,46 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 3.333 | -14,41 | 155 | -13,97 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 212.450 | -5,34 | 9.834 | -5,59 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 360.269 | 826,38 | 16.677 | 824,39 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 32.398 | 19,32 | 1.500 | 18,97 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 6.076 | 281 | ||||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 51.478 | 19,50 | 2.136 | 6,85 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 7.775 | 3,32 | 360 | 2,87 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 18.834 | 872 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 8.000 | 372 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 196.975 | 54,47 | 9.119 | 54,09 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 33.146 | 1.534 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 121.715 | -5,45 | 5.657 | -5,32 | ||||
| 2025-10-27 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 21.546 | -16,83 | 997 | -17,05 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 18.050 | 1,82 | 838 | 1,95 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.109.045 | -7,78 | 51 | -7,27 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 7.494 | -97,90 | 349 | -97,90 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6 | 0 | ||||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 44.225 | -4,24 | 2.047 | -4,48 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 56.562 | 5,30 | 3 | 0,00 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 123.320 | 12,55 | 5.708 | 12,25 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 12.612 | 3,98 | 584 | 3,74 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 9.011 | 22,85 | 417 | 22,65 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 93.174 | 2,40 | 4.313 | 2,16 | ||||
| 2026-02-17 | 13F | Creative Planning | 118.234 | 5,30 | 5.473 | 5,03 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 510.423 | 43,48 | 23.627 | 43,11 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 454.774 | 2.032,79 | 21.051 | 2.026,36 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 4.161 | 37.727,27 | 193 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 126.586 | 10,07 | 5.860 | 9,78 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 100.326 | -0,72 | 4.644 | -0,98 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 1.669 | 77 | ||||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 243.326 | 9,11 | 11.264 | 8,82 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 6.200 | 287 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 114 | 0 | ||||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 33.550 | 11,89 | 1.553 | 11,65 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 76.073 | 11,17 | 3.523 | 10,93 | ||||
| 2026-02-12 | 13F | Alpha Advisors, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 76.627 | 11,64 | 3.555 | 11,59 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 9.175 | -94,35 | 425 | -94,38 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 107.448 | -0,86 | 4.974 | -1,11 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 117.567 | 4,87 | 5.467 | 5,07 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 60.669 | 8,63 | 2.808 | 8,38 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 6.492 | 301 | ||||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 24.555 | 17,54 | 1.138 | 17,58 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 172.209 | 261,03 | 7.972 | 260,19 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 30.560 | 1.415 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 18.952 | 25,20 | 877 | 24,93 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 172.703 | 10,52 | 7.994 | 11,29 | ||||
| 2026-02-04 | 13F | BankPlus Wealth Management LLC | 178.646 | 7,65 | 8.270 | 7,38 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 101.048 | 11,92 | 4.678 | 11,62 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 83.221 | 3.870 | ||||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 57.578 | 2.665 | ||||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 56.615 | 162,25 | 2.621 | 161,74 | ||||
| 2026-01-28 | 13F | Hudson Value Partners, LLC | 7.928 | -0,04 | 367 | -0,27 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.759.117 | 45,86 | 174.009 | 45,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 32.217 | 22,98 | 1.491 | 22,72 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 416.007 | 19.257 | ||||||
| 2026-02-17 | 13F | URS Advisory LLC | 4.380 | 203 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 73.029 | 3.381 | ||||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 497.834 | 18,40 | 23.045 | 18,09 | ||||
| 2026-01-12 | 13F | M.e. Allison & Co., Inc. | 13.069 | -0,44 | 605 | -0,82 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 311.542 | 14.421 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 500 | 23 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 299.860 | 19,14 | 13.881 | 18,84 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 9.500 | 10,47 | 442 | 10,53 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 93.940 | 6,92 | 4.348 | 6,65 | ||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 390.618 | 377,87 | 18.082 | 378,71 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 43.597 | 314,14 | 2.018 | 313,52 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 532.785 | 3,65 | 24.663 | 3,38 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 13.806 | 1,81 | 639 | 1,59 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 76.315 | 3.548 | ||||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 173.015 | 10,98 | 8.009 | 10,68 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 146.481 | 25,26 | 6.781 | 24,86 | ||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 140.568 | 0,40 | 6.507 | 0,14 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 8.260 | 0,00 | 382 | -0,26 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 37.999 | 12,45 | 1.759 | 12,12 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 82.394 | 285,25 | 3.814 | 284,48 | ||||
| 2026-01-20 | 13F | Essex LLC | 7.045 | 0,00 | 326 | 0,00 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 14.904 | 4,00 | 690 | 3,61 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 43.777 | 11,85 | 1.742 | -4,07 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 238 | 0,00 | 11 | 0,00 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 337.830 | -1,18 | 15.679 | -0,99 | ||||
| 2026-01-20 | 13F | BXM Wealth LLC | 12.369 | 20,18 | 573 | 19,92 | ||||
| 2026-01-27 | 13F | PFG Advisors | 48.745 | 18,82 | 2.256 | 18,55 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 458.059 | 2.446,61 | 21.204 | 2.442,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 764 | 35 | ||||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 147.064 | 1,46 | 6.808 | 1,19 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 7.500 | 347 | ||||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 20.438 | -24,72 | 946 | -24,86 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 11.150 | 31,25 | 516 | 30,96 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 20.014 | -0,80 | 926 | -1,07 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 19.295 | 10,07 | 893 | 10,52 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 80.744 | 15,70 | 3.738 | 15,41 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 5.118 | -10,46 | 237 | -10,94 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 933.629 | 3,51 | 43.218 | 3,24 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 260.167 | 1,12 | 12.043 | 0,86 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 40.706 | 12,14 | 1.884 | 11,88 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 8.464 | 2,04 | 392 | 1,82 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 169.953 | 26,42 | 7.867 | 26,11 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 576.780 | 43,69 | 26.699 | 148.227,78 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 63.589 | 35,28 | 2.944 | 34,94 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 425 | -51,54 | 20 | -52,50 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 8.286 | -2,07 | 384 | -2,30 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 1.000 | 0,00 | 46 | 0,00 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 6.545 | 2,75 | 303 | 2,37 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 447.971 | 20.737 | ||||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 766 | 35 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 422 | 20 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 29.330 | -0,44 | 1.358 | -0,73 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 23.644 | 1.094 | ||||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 28.723 | -12,00 | 1.330 | -12,22 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 8.830 | 7,87 | 409 | 7,65 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 16.553 | 766 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 11.310 | 0,00 | 525 | 0,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 24.347 | 1 | ||||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 23.488 | 1.087 | ||||||
| 2025-11-10 | 13F | LongView Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 149.014 | 0,13 | 6.898 | -0,13 | ||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 59.103 | 18,16 | 2.749 | 18,40 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 14.854 | 1,67 | 688 | 1,33 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 93.087 | 7,36 | 4.309 | 7,06 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 171.463 | -2,77 | 7.974 | -2,58 | ||||
| 2026-02-13 | 13F | Spahn Wealth & Retirement LLC | 11.275 | 645 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 9.736 | 404,98 | 451 | 405,62 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 102.669 | 1,25 | 4.753 | 0,98 | ||||
| 2026-02-02 | 13F/A | Fortress Wealth Group, LLC | 10.774 | 1,56 | 501 | 1,63 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 6.937 | 37,75 | 321 | 37,77 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 206.988 | -70,79 | 9.581 | -70,86 | ||||
| 2026-02-17 | 13F | Fmr Llc | 5 | -28,57 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 9 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 5.882 | 0,00 | 272 | 0,00 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 114.736 | 13,77 | 5.336 | 14,00 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 57.004 | 14,59 | 2.639 | 14,30 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 75.055 | 26,71 | 3.474 | 26,37 | ||||
| 2026-01-14 | 13F | InTrack Investment Management Inc | 37.021 | 18,08 | 1.714 | 17,73 | ||||
| 2026-01-27 | 13F | 5T Wealth, LLC | 41.238 | -5,59 | 1.909 | -5,87 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 15.000 | 9,55 | 694 | 9,29 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 849 | 351,60 | 39 | 387,50 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 759.765 | 2,88 | 35.170 | 2,61 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 28 | 0 | ||||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 298.749 | 3,81 | 13.865 | 4,01 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 70.473 | 18,42 | 3.262 | 18,15 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 4.858 | 225 | ||||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 108.526 | 8,22 | 5.024 | 7,95 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 28.192 | -4,21 | 1.305 | -4,40 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 874.075 | 10,46 | 40.461 | 10,18 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 349.395 | 23,89 | 16 | 23,08 | ||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 4.987 | 231 | ||||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 6.925 | 9,31 | 321 | 8,84 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Investment Partners Asset Management, Inc. | 8.224 | -2,62 | 381 | -2,81 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 76.630 | 83,18 | 3.547 | 82,74 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 546.067 | -16,46 | 25.277 | -16,68 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 8.620 | 399 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 71.740 | 2,73 | 511 | -84,26 | ||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.362 | -3,14 | 248 | -3,12 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 11.800 | 0,00 | 546 | -0,18 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 179.952 | -1,23 | 8.330 | -1,49 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 287.192 | 14,55 | 13.314 | 14,91 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 16.779 | 43,84 | 777 | 43,44 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 440 | 20 | ||||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 225.353 | 8,43 | 10.432 | 8,15 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 500 | 23 | ||||||
| 2025-10-24 | 13F | MADDEN SECURITIES Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 41.274 | 6,11 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 15.121 | -42,43 | 700 | -42,66 |
