Grundlæggende statistik
| Institutionelle ejere | 436 total, 436 long only, 0 short only, 0 long/short - change of 7,62% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5709 % - change of -12,20% MRQ |
| Institutionelle aktier (lange) | 89.935.896 (ex 13D/G) - change of 5,29MM shares 6,25% MRQ |
| Institutionel værdi (lang) | $ 4.427.263 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) har 436 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 89,935,896 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, Cetera Investment Advisers, Bank Of America Corp /de/, HighTower Advisors, LLC, and First Trust Advisors Lp .
First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (NasdaqGM:LMBS) 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 50,18 / share. Previously, on March 10, 2025, the share price was 49,12 / share. This represents an increase of 2,16% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Patten Group, Inc. | 38.159 | -3,24 | 1.908 | -2,85 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 4.690 | 1,01 | 234 | 1,30 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 6.425 | 321 | ||||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 8.513 | 0,00 | 426 | 0,47 | ||||
| 2026-02-17 | 13F | Creative Planning | 9.347 | -5,15 | 467 | -4,69 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 4.443 | -7,67 | 222 | -5,56 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 39.452 | -12,37 | 1.986 | -11,69 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 8.101 | -6,85 | 405 | -6,70 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 166.379 | 10,11 | 8.317 | 10,55 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 139.042 | 6,30 | 6.951 | 6,73 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 8.443 | -2,65 | 422 | -2,09 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F/A | TL Private Wealth | 332.800 | 1,35 | 16.700 | 1,69 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 6.733 | -3,41 | 337 | -3,17 | ||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 223.431 | 13,88 | 11.169 | 14,34 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 69.419 | 70,64 | 3.470 | 73,24 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 1.645 | 0,00 | 82 | 1,23 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 191.267 | -0,65 | 9.559 | -0,28 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 76.355 | 3.817 | ||||||
| 2025-10-09 | 13F | Kessler Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 6.138 | 31,80 | 307 | 32,47 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 111.529 | 2,38 | 5.575 | 2,80 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 14 | 1 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 900 | 38,46 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 28.808 | 0,48 | 1.440 | 0,91 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 67.169 | 0,88 | 3.358 | 1,27 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 13.174 | -9,42 | 659 | -8,10 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.739 | 17,07 | 287 | 17,21 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 325.074 | 6,20 | 16.250 | 6,63 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 36.281 | -2,64 | 1.814 | -2,26 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 434.569 | -3,62 | 21.734 | -3,22 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 44.757 | -4,67 | 2.237 | -4,28 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 4.334 | -77,67 | 217 | -77,64 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 47.828 | 14,51 | 2.391 | 14,96 | ||||
| 2026-01-22 | 13F | City Holding Co | 54.788 | 1,07 | 2.739 | 1,48 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 19.299 | 9,16 | 965 | 9,55 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 61 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 555.539 | 3,60 | 28 | 3,85 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 11.806 | -21,67 | 590 | -21,33 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 16.166 | -6,67 | 808 | -6,26 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 17.486 | 874 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 450 | 0,00 | 22 | 0,00 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 9.600 | 480 | ||||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 204.734 | 1,43 | 10.235 | 1,83 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 336.076 | -25,22 | 16.800 | -24,92 | ||||
| 2026-01-21 | 13F | ProCore Advisors, LLC | 21.909 | 1.095 | ||||||
| 2026-01-26 | 13F | SMART Wealth LLC | 20.024 | 23,06 | 1.001 | 23,46 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.380.079 | -2,51 | 118.980 | -2,12 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 36.149 | 22,94 | 1.807 | 23,43 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 139.011 | 28,70 | 6.949 | 29,24 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 17.159 | 4,17 | 858 | 4,51 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 11.416 | -0,09 | 571 | 0,35 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.686 | -6,54 | 234 | -6,02 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 13 | -83,33 | 1 | -100,00 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 62.315 | 264,14 | 3.115 | 265,61 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 20.626 | 15,43 | 1.031 | 15,97 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 376.414 | 18,78 | 18.817 | 19,25 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 382.459 | 54,61 | 19.119 | 55,48 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 14.544 | 0,00 | 727 | 0,41 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.789.292 | -4,69 | 89.447 | -4,31 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 6.475 | -78,43 | 325 | -78,20 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 4.049 | 202 | ||||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 118.816 | -1,49 | 5.946 | -1,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 93.226 | 8,99 | 4.660 | 9,42 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 5.033 | 253 | ||||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 49.370 | -2,72 | 2.468 | -2,30 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 23.517 | 0,49 | 1.176 | 0,86 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.219 | 42,60 | 311 | 42,86 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 139.520 | 3,78 | 6.975 | 4,20 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.375 | 1,99 | 169 | 2,44 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 20.760 | -56,21 | 1.038 | -56,06 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 8.917 | 446 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.006 | 550 | ||||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 144.209 | 2,43 | 7.209 | 2,84 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 418 | 20 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 6.008 | -0,64 | 300 | -0,33 | ||||
| 2025-10-16 | 13F | Quad-Cities Investment Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 131.567 | 7,91 | 6.577 | 8,35 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 32.765 | 5,13 | 1.638 | 5,54 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 52.257 | 2,67 | 2.612 | 3,08 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 819.001 | -18,93 | 40.942 | -18,60 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 25.881 | 86,31 | 1.294 | 87,12 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 7.703 | 385 | ||||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 42.169 | 0,32 | 2.098 | 1,50 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 8.035 | 402 | ||||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 8 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 14.879 | 6,59 | 744 | 6,91 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 103 | -83,73 | 5 | -83,87 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 50 | 0,00 | 362 | -0,28 | ||||
| 2026-01-22 | 13F | Searcy Financial Services Inc /adv | 422.173 | 3,62 | 21.104 | 4,04 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 151.581 | 1,78 | 7.578 | 2,18 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 14.150.597 | 2,45 | 707.388 | 2,86 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 5.090 | 254 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 20.658 | 11,35 | 1.033 | 11,81 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 90.743 | -0,79 | 4.541 | -0,20 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 71 | -50,00 | 4 | -57,14 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.870.141 | 7,47 | 143.479 | 7,90 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 6.252 | 13,96 | 313 | 14,29 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 6.608 | 39,67 | 0 | |||||
| 2026-02-13 | 13F | Luminist Capital LLC | 5.936 | 0,00 | 297 | 0,34 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 5.522.020 | 1,61 | 276.046 | 2,02 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 4.944 | -0,78 | 247 | -0,40 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 28.429 | -28,23 | 1.421 | -27,94 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 389.913 | 13,64 | 19 | 11,76 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Moneywise, Inc. | 4.236 | -2,62 | 212 | -2,31 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 78.250 | 2,39 | 3.912 | 2,79 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 12.157 | -8,76 | 608 | -8,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 179.348 | -0,08 | 8.966 | 0,32 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 306.917 | 11,96 | 15.343 | 12,40 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 420.927 | 23,66 | 21.042 | 24,16 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 335 | 0,00 | 17 | 0,00 | ||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 452.717 | 4,28 | 22.631 | 4,70 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 135 | 0 | ||||||
| 2025-11-13 | 13F | Rathbone Brothers plc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | PFS Partners, LLC | 219.832 | 1,76 | 10.989 | 2,18 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 525 | 0,00 | 26 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.843 | -17,21 | 142 | -16,47 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 11.663 | -0,41 | 583 | 0,00 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 5.748 | 287 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 62 | 3,33 | 3 | 50,00 | ||||
| 2026-02-02 | 13F | Hidden Cove Wealth Management, LLC | 12.141 | -24,63 | 607 | -24,44 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 115.583 | 7,59 | 5.778 | 8,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 226.402 | 3,41 | 11.318 | 3,83 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 4.298 | 215 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 50.290 | 5,06 | 2.514 | 5,46 | ||||
| 2026-01-26 | 13F | Wealth Effects Llc | 9.394 | 0,00 | 470 | 0,43 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 108.660 | 9,38 | 5.432 | 9,81 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 4.088 | -13,52 | 204 | -13,19 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 528.903 | 9,37 | 26.440 | 9,81 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 82.374 | 1,74 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 16.729 | -4,33 | 836 | -3,91 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 16.501 | -17,99 | 825 | -17,68 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 560.913 | -7,34 | 28.040 | -6,97 | ||||
| 2026-02-05 | 13F | True Blue Financial, LLC | 29.784 | 1.489 | ||||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 4.899 | -0,04 | 245 | 0,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 13.265 | -24,44 | 663 | -24,14 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 4.832 | 0,00 | 242 | 0,42 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 24.501 | 13,29 | 1.225 | 13,75 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 3.551 | 0,28 | 178 | 0,57 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 198.100 | -35,64 | 9.903 | -35,38 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2 | 100,00 | 0 | |||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 73.324 | -1,31 | 3.665 | -0,92 | ||||
| 2026-02-02 | 13F | CX Institutional | 574 | 0,70 | 0 | |||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 6.461 | -6,47 | 323 | -6,12 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 125 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 244 | 12 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 96.938 | -16,47 | 4.846 | -16,15 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.521 | 76 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 9.991 | -3,08 | 499 | -2,73 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 2.872 | 0,00 | 144 | 0,70 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 29.374 | 1 | ||||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 490.777 | 0,55 | 24.534 | 0,96 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 303.153 | -7,23 | 15.155 | -6,85 | ||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 252.620 | 4,94 | 12.628 | 5,22 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 6.022 | -7,15 | 301 | -6,52 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 26.863 | -5,64 | 1.343 | -5,29 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 9.625 | 17,12 | 481 | 17,60 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Columbia Advisory Partners Llc | 14.301 | -22,13 | 715 | -21,88 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 825 | -5,93 | 41 | -4,65 | ||||
| 2025-10-14 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 11.766 | -26,57 | 591 | -26,34 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 236 | -10,61 | 12 | -15,38 | ||||
| 2026-01-16 | 13F | Morris Retirement Advisors, LLC | 232.834 | 3,98 | 11.639 | 4,40 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 38.142 | -5,80 | 1.907 | -5,46 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 179.328 | 133,21 | 8.965 | 134,17 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.232 | -19,07 | 212 | -18,85 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 672.921 | -22,89 | 33.650 | -22,38 | ||||
| 2026-01-30 | 13F | Narwhal Capital Management | 10.658 | -20,80 | 533 | -20,60 | ||||
| 2026-01-20 | 13F | Midwest Financial Group LLC | 36.884 | -4,71 | 1.844 | -4,36 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 69.112 | -48,32 | 3.455 | -48,12 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 128.456 | -2,71 | 6.422 | -2,33 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 104.023 | 152,41 | 5.227 | 154,23 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 16.675 | 1,21 | 834 | 1,59 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Northeast Planning Associates, Inc. / Nh / | 67.236 | 13,37 | 3.361 | 13,86 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 16.576 | -25,63 | 807 | -27,32 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 1.207.824 | 46,42 | 60.379 | 47,01 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 6.780 | -12,63 | 338 | -11,78 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 17.215 | 861 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 14.962 | -3,57 | 748 | -3,24 | ||||
| 2025-11-12 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 21.649 | -47,89 | 1.082 | -47,68 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 48.791 | -11,75 | 2.439 | -11,37 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 72.006 | -68,53 | 3.600 | -68,41 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 32.588 | -2,71 | 1.629 | -2,28 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 51.136 | 2.556 | ||||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 56 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16.347 | 2,79 | 817 | 3,29 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 13.971 | 698 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 122 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Stockman Wealth Management, Inc. | 8.000 | 0,00 | 398 | 0,00 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 47.232 | 23,75 | 2.361 | 24,26 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 314.038 | 23,31 | 15.699 | 23,81 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 329.446 | 23,67 | 16.469 | 24,17 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 307.367 | 0,44 | 15.365 | 0,85 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 45.700 | -73,08 | 2.285 | -72,98 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 138.106 | 1,85 | 6.904 | 2,25 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 29.784 | 1.489 | ||||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 6.695 | 0,13 | 335 | 0,60 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 103.102 | -4,26 | 5.154 | -3,86 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 121.692 | 16,41 | 6.083 | 16,87 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 6.583 | 0,00 | 329 | 0,61 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 39.647 | -12,72 | 1.982 | -12,38 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 610.372 | 105,15 | 30.512 | 105,98 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 36.253 | 55,91 | 1.812 | 56,61 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 6.272 | 1,01 | 314 | 1,29 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 5.820 | 16,52 | 290 | 17,89 | ||||
| 2025-11-10 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 21.358 | 1.068 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 49.640 | -6,28 | 2.482 | -5,92 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 43.802 | 2.190 | ||||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 4.721 | -9,32 | 236 | -8,88 | ||||
| 2026-02-10 | 13F | Ssi Investment Management Llc | 10.090 | 0,00 | 504 | 0,40 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1.220 | -35,21 | 61 | -35,48 | ||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 1.900 | 0,00 | 95 | 1,08 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 8.482 | -87,53 | 424 | -87,50 | ||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 74.141 | 1,26 | 3.706 | 1,67 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 117.605 | 2.325,85 | 5.879 | 2.339,42 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 86 | 4 | ||||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 42.153 | 2.107 | ||||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 174.461 | 0,83 | 8.721 | 1,23 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 30.457 | 2,54 | 1.523 | 2,98 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.377 | 69 | ||||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 11.068 | 553 | ||||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 531.187 | 8,40 | 26.554 | 8,83 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 158 | -42,12 | 8 | -46,15 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 47.421 | -32,67 | 2.371 | -32,40 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 47.371 | -10,19 | 2.368 | -9,82 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 44.510 | -5,15 | 2.225 | -4,75 | ||||
| 2026-01-28 | 13F | APS Management Group, Inc. | 55.951 | 3,94 | 2.797 | 4,37 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 734.499 | 3,46 | 36.719 | 3,88 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 131.790 | 3,95 | 6.588 | 4,37 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 64.975 | 15,23 | 3.248 | 15,71 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 2.706 | 368,17 | 135 | 382,14 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 544.981 | 90,33 | 27.244 | 91,10 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.750 | 13,64 | 187 | 14,02 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 14.691 | 23,25 | 734 | 23,78 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 34.506 | -1,60 | 1.725 | -1,20 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 18.231 | -50,82 | 911 | -50,62 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 28.030 | 63,30 | 8.796 | 929,86 | ||||
| 2026-02-17 | 13F | Claro Advisors LLC | 9.078 | 21,40 | 454 | 21,77 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 27.551 | -0,22 | 1.378 | -0,22 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 24.174 | -2,02 | 1.208 | -1,63 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 3.721 | 1.990,45 | 186 | 2.225,00 | ||||
| 2026-01-15 | 13F | Dominguez Wealth Management Solutions, Inc. | 64.793 | 0,04 | 3.239 | 0,47 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 100 | 0,00 | 5 | 25,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 10.578 | 214,54 | 529 | 216,17 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 34.130 | 20,59 | 1.706 | 21,08 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.801 | -53,22 | 243 | -52,55 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 17.294 | 55,69 | 865 | 56,24 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 10.784 | 1.850,09 | 539 | 151,87 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 554.218 | 2,49 | 27.705 | 2,90 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 358.591 | 2,74 | 17.926 | 3,15 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 293.949 | 109,38 | 14.694 | 110,21 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 400 | 0,00 | 20 | 0,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 8.566 | 25,64 | 428 | 26,25 | ||||
| 2026-02-11 | 13F | Smithbridge Asset Management Inc/de | 12.697 | 0,86 | 635 | 1,28 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 197.785 | 9.887 | ||||||
| 2026-01-23 | 13F | Old North State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 4.432 | 222 | ||||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 174.797 | 8.738 | ||||||
| 2025-11-06 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 34.543 | 21,63 | 1.727 | 21,21 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 9.396 | -9,05 | 470 | -8,75 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 65.971 | -4,45 | 3.298 | -4,07 | ||||
| 2026-01-20 | 13F | American National Bank | 75 | -73,12 | 4 | -76,92 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 244.164 | -0,72 | 12.206 | -0,32 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 11.511.063 | -0,86 | 575.438 | -0,46 | ||||
| 2025-10-07 | 13F | First International Bank & Trust | 205.968 | -2,30 | 10.255 | -1,25 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Genesee Capital Advisors, LLC | 4.683 | 0,88 | 234 | 1,30 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1.123 | 0 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 83.503 | 357,28 | 4.174 | 359,19 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 102.307 | 145,06 | 5 | 150,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 24.898 | -32,53 | 1.245 | -32,28 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 203 | 10 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 136.142 | 3,85 | 6.806 | 4,26 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 4.611.640 | -0,40 | 230.536 | 0,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 121.359 | 1.972,03 | 6.067 | 1.984,54 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 73.897 | 17,27 | 3.694 | 17,76 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 8.308 | 0,00 | 415 | 0,48 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.454.146 | 95,33 | 72.693 | 96,12 | ||||
| 2026-01-26 | 13F | O'Connor Financial Group LLC | 13.104 | 4,69 | 656 | 5,14 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 725 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 55.512 | -6,37 | 2.781 | -5,79 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 47.284 | 0,04 | 2.364 | 0,42 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 4.260 | 213 | ||||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 49.418 | 47,79 | 2.470 | 48,44 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 450 | -56,01 | 22 | -56,00 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 38.665 | 3,04 | 1.933 | 3,43 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 20.001 | -82,67 | 1.000 | -82,61 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 852.617 | 5,66 | 42.622 | 6,08 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 27.880 | 56,99 | 1.394 | 57,58 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 50.845 | 64,54 | 2.542 | 65,21 | ||||
| 2026-01-15 | 13F | Trust Co | 46 | 2 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 8.181 | -4,28 | 409 | -4,00 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 23.151 | 6,12 | 1.157 | 6,54 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 13.505 | 0,47 | 675 | 0,45 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4.179 | 0,14 | 209 | 0,48 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 255 | 0,00 | 13 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 276.883 | -0,90 | 13.841 | -0,50 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 6.833 | -7,54 | 342 | -7,08 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 16.310 | 87,08 | 682 | 57,14 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 14.305 | -0,21 | 1 | |||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 5.248 | 0,21 | 262 | 0,77 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10.193 | 133,20 | 510 | 134,56 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 16.648 | -6,27 | 832 | -5,88 | ||||
| 2025-10-20 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Golden State Equity Partners | 21.533 | -51,51 | 1.076 | -51,33 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 5.141 | 257 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.266 | -12,85 | 1.263 | -12,47 | ||||
| 2026-01-29 | 13F | Comerica Bank | 187.988 | -2,06 | 9.398 | -1,67 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 11.949 | -0,42 | 597 | 0,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 403.411 | 4,94 | 20.173 | 5,37 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 241.809 | -2,04 | 12.088 | -1,64 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 9.336 | -86,78 | 467 | -86,74 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.046.614 | 21,97 | 52.320 | 22,46 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2026-01-14 | 13F | Fairvoy Private Wealth, LLC | 298.570 | 1,58 | 14.926 | 2,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 9.982 | -43,66 | 499 | -43,54 | ||||
| 2026-01-23 | 13F | Financial Enhancement Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 737 | 168,98 | 37 | 176,92 | ||||
| 2026-01-23 | 13F | James J. Burns & Company, LLC | 90.135 | 2,12 | 4.506 | 2,53 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 14.842 | 3,27 | 742 | 3,64 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 15.433 | -7,99 | 771 | -7,66 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 334 | -87,46 | 17 | -87,88 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 137.579 | -32,46 | 6.850 | -31,73 | ||||
| 2026-01-26 | 13F | Ferguson Shapiro LLC | 85.396 | 4.269 | ||||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 7.189 | -16,01 | 359 | -15,73 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Essex LLC | 5.081 | 0,00 | 254 | 0,40 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 42.007 | 2.102 | ||||||
| 2026-02-13 | 13F | Platform Technology Partners | 7.226 | -7,68 | 361 | -7,20 | ||||
| 2025-10-20 | 13F | Mattern Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 226.042 | -13,32 | 11.300 | -12,97 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 36 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 19.347 | 967 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 11.093 | -26,62 | 555 | -26,33 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 4.987 | 249 | ||||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2.173 | 0,00 | 109 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 29.976 | -6,56 | 1.498 | -6,20 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.054.929 | 4,27 | 52.736 | 4,69 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 26.213 | -21,43 | 1.310 | -21,13 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 12.824 | -6,40 | 641 | -6,01 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 4.255 | 213 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 668.153 | 33.401 | ||||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 9.867 | 0,89 | 493 | 1,23 | ||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 10.223 | -1,60 | 511 | -1,16 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 55.289 | 1,02 | 2.764 | 1,43 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 173.158 | -19,65 | 9 | -20,00 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 63.094 | 13,08 | 3.154 | 13,53 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 14.530 | 0,00 | 726 | 0,41 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 1.321.454 | 7,21 | 66.059 | 7,64 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 442 | -23,40 | 22 | -21,43 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 111.046 | 2,59 | 5.551 | 3,01 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 67.643 | 3.381 | ||||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 4.278 | 214 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 168.475 | 7,22 | 8.422 | 7,66 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 36 | -2,70 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 4.398 | 5,67 | 222 | 7,80 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 8.205 | -3,81 | 409 | -2,86 | ||||
| 2026-01-15 | 13F | Towerpoint Wealth, LLC | 16.828 | -5,31 | 841 | -4,86 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 347 | 22,18 | 17 | 21,43 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 167.591 | 9,27 | 8.378 | 9,70 | ||||
| 2025-11-13 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 5.797 | 3,74 | 290 | 3,96 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 5.585 | 0,87 | 279 | 1,09 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 5.719 | -2,82 | 286 | -2,73 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 196.710 | 4,63 | 9.834 | 5,04 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 31.740 | 7,55 | 1.584 | 7,76 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 435.016 | 0,72 | 21.746 | 1,13 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 154 | 8 | ||||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 3.431 | 0,00 | 172 | 0,59 | ||||
| 2026-02-05 | 13F | Plus Group Wealth Advisors LLC | 43.119 | 2.156 | ||||||
| 2026-01-20 | 13F | Ascent Group, LLC | 16.120 | 47,27 | 806 | 47,71 | ||||
| 2026-02-12 | 13F | Betterment LLC | 4.103 | 0 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 321.590 | -12,15 | 16.076 | -11,79 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2.668 | -36,75 | 133 | -36,67 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 7.675 | 384 | ||||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 250.129 | 3,05 | 12.494 | 2,92 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 134.804 | 24,24 | 6.741 | 24,75 | ||||
| 2026-01-26 | 13F | J.M. Arbour, LLC | 6.577 | 329 | ||||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 30.825 | 85,64 | 1.541 | 86,44 | ||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 32.678 | -82,02 | 1.634 | -81,95 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 5.028 | -14,34 | 251 | -14,04 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 143.658 | -4,71 | 7.181 | -4,33 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 22.130 | -12,59 | 1.106 | -12,22 | ||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 17.852 | 0,15 | 892 | 0,56 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 68.044 | 23,84 | 3.401 | 24,35 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 17.396 | -59,34 | 870 | -59,20 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 20.651 | -5,94 | 1.032 | -5,58 | ||||
| 2025-11-05 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 415.932 | 1.602,62 | 20.792 | 1.609,87 | ||||
| 2026-01-21 | 13F | Center For Asset Management LLC | 31.106 | 1.555 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 48.533 | 2,57 | 2.426 | 3,01 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 4.735 | 3,63 | 237 | 3,96 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 8 | -11,11 | 0 | |||||
| 2026-01-07 | 13F | Private Client Services, Llc | 6.378 | 0,24 | 319 | 0,63 | ||||
| 2025-11-14 | 13F | Chiron Capital Management, Llc | 6.643 | -11,93 | 331 | -11,05 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 5.945 | 7,58 | 297 | 8,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 33.342 | -21,31 | 2 | -50,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.252 | -5,00 | 213 | -4,50 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 4.485 | 0,00 | 224 | 0,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 158 | 8 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 5.285 | 0,00 | 264 | 0,38 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 4.127 | 0,00 | 206 | 0,49 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 1.013 | 1,00 | 51 | 2,04 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 362.799 | 18.131 | ||||||
| 2025-09-26 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 156.319 | 10,50 | 7.686 | 10,65 | ||||
| 2026-01-20 | 13F | Cornell Pochily Investment Advisors, Inc. | 16.375 | -33,11 | 819 | -32,84 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 45.159 | -0,72 | 2.257 | -0,49 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 133.802 | -36,82 | 6.689 | -36,57 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 5.000 | 0,00 | 250 | 0,40 | |||
| 2026-01-23 | 13F | Prism Advisors, Inc. | 305.394 | 10,45 | 15.267 | 10,89 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 344.676 | 2,14 | 17.230 | 2,55 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 17.889 | 12,24 | 894 | 12,74 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.864 | 37,72 | 293 | 38,86 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 67.311 | -1,95 | 3.365 | -1,55 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 279.354 | 3,20 | 13.965 | 3,61 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 12.028 | 5,89 | 601 | 6,37 | ||||
| 2026-01-23 | 13F | Mainsail Financial Group, LLC | 145.095 | 5,50 | 7.253 | 5,93 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 26.177 | 2,16 | 1.309 | 2,59 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 24.338 | -4,51 | 1.217 | -4,10 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 21.638 | 1.082 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.391 | 416,13 | 170 | 428,13 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 91.802 | 4.589 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 9.313 | -21,90 | 466 | -21,59 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 4.081 | 0 | ||||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 408.340 | -3,84 | 20.413 | -2,71 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 24.678 | -9,60 | 1.234 | -9,27 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 165.186 | 118,85 | 8.258 | 119,72 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 152.785 | -24,60 | 7.638 | -24,57 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 19.005 | -49,12 | 950 | -48,90 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 24.865 | 41,05 | 1.243 | 41,73 | ||||
| 2025-10-24 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-27 | 13F | OakTrust Wealth Advisors, LLC | 7.803 | 390 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 4.066.736 | 6,73 | 203.296 | 7,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 118.793 | -2,94 | 5.938 | -2,54 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 189.556 | 2.450,20 | 9.476 | 2.460,81 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 740.376 | 75,90 | 37.011 | 76,60 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 458.338 | 30,91 | 22.912 | 31,44 | ||||
| 2026-02-11 | 13F | Argent Advisors, Inc. | 14.545 | 727 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 9.913 | 10,44 | 496 | 10,99 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 98.146 | 262,93 | 5 | 300,00 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 4.216 | 211 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 13.207 | 228,04 | 660 | 230,00 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 155.966 | 1,76 | 7.766 | 2,85 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 30.097 | 220 | ||||||
| 2026-01-15 | 13F | RiverTree Advisors, LLC | 170.712 | 18,43 | 8.534 | 18,89 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.176.318 | 14,87 | 58.804 | 117.508,00 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 4.464 | 1,73 | 223 | 2,29 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 52.043 | 32,03 | 2.602 | 32,57 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 108.153 | 5,87 | 5.407 | 6,29 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 821.151 | 6,91 | 41.049 | 7,34 |
