Grundlæggende statistik
| Institutionelle ejere | 296 total, 296 long only, 0 short only, 0 long/short - change of -5,70% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1300 % - change of -50,64% MRQ |
| Institutionelle aktier (lange) | 53.490.317 (ex 13D/G) - change of -10,58MM shares -16,52% MRQ |
| Institutionel værdi (lang) | $ 594.151 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nuveen AMT-Free Quality Municipal Income Fund (US:NEA) har 296 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 53,490,317 aktier. Største aktionærer omfatter Morgan Stanley, Bramshill Investments, LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Guggenheim Capital Llc, UBS Group AG, Hennion & Walsh Asset Management, Inc., Bank Of America Corp /de/, McGowan Group Asset Management, Inc., and Van Eck Associates Corp .
Nuveen AMT-Free Quality Municipal Income Fund (NYSE:NEA) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 10, 2026 is 11,52 / share. Previously, on April 14, 2025, the share price was 10,75 / share. This represents an increase of 7,16% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Closed-End Fund Advisors, Inc. | 12.608 | 147 | ||||||
| 2026-02-12 | 13F | IFC Advisors LLC | 138.745 | -8,92 | 1.614 | -7,03 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 26.926 | 20,46 | 313 | 23,23 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 240 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 27.884 | 0,00 | 324 | 2,21 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 93.665 | -0,94 | 1.089 | 1,21 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sfmg, Llc | 13.049 | 0,00 | 152 | 2,03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 481 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 114.156 | -8,80 | 1.328 | -6,88 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.500 | 0,00 | 122 | 2,52 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 13.946 | 1,17 | 157 | -2,50 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 94.516 | -3,07 | 1.099 | -0,99 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38.091 | 0,54 | 435 | -1,36 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 301.992 | 0,56 | 3.512 | 2,27 | ||||
| 2025-11-14 | 13F | Rivernorth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.277.025 | 3,95 | 14.852 | 6,14 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 73.413 | -4,68 | 854 | -2,74 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 225.727 | 570,73 | 2.625 | 585,38 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 42.526 | 27,32 | 495 | 30,00 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 339.499 | -9,60 | 3.948 | -7,69 | ||||
| 2026-02-13 | 13F | Eagle Bluffs Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Kim, Llc | 243.700 | 0,00 | 2.834 | 2,13 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 10.719 | 125 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 13.253 | 154 | ||||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 295.249 | -0,68 | 3.434 | 1,42 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 47.943 | 7,18 | 551 | 8,25 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 12.298 | -27,45 | 143 | -25,91 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 12.956 | -8,38 | 151 | -6,83 | ||||
| 2025-11-14 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 104.176 | 248,69 | 1.212 | 256,18 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 645 | 0,00 | 7 | 0,00 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.169.820 | 4,45 | 13.605 | 6,66 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 98.370 | 6,95 | 1.144 | 9,26 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 95.500 | -25,97 | 1.111 | -24,44 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 77.319 | 2,87 | 899 | 5,02 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.780 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 27.399 | 0,00 | 319 | 1,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12.038 | 0,00 | 140 | 2,19 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 15.331 | -11,54 | 178 | -9,64 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 112.207 | -32,07 | 1.272 | -34,06 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 40.870 | 8,86 | 475 | 11,24 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 184.202 | 2.142 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 14.469 | 0,00 | 168 | 2,44 | ||||
| 2026-02-17 | 13F | Alpine Global Management, LLC | 36.987 | 2,74 | 430 | 4,88 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 30.212 | -1,36 | 351 | 0,86 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 75.789 | -8,63 | 881 | -6,67 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 19.882 | 0,00 | 231 | 2,21 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 77.471 | -8,84 | 901 | -6,93 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 1.600 | 19 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 10.000 | 0,00 | 117 | 2,65 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 6.893 | 0,00 | 80 | 2,56 | ||||
| 2025-10-20 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 3.189 | 0,00 | 37 | 2,78 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 11.964 | 0,80 | 139 | 2,96 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 2.469.932 | 52,02 | 28.725 | 55,23 | ||||
| 2026-02-17 | 13F | Bramshill Investments, LLC | 2.801.020 | -6,04 | 32.576 | -4,06 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 22.790 | -44,77 | 265 | -43,62 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 25.739 | 3,23 | 299 | 5,65 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 17.711 | 0,00 | 206 | 1,99 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 57.946 | 1,89 | 674 | 4,02 | ||||
| 2025-11-14 | 13F | Rareview Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 42.982 | -9,66 | 500 | -7,76 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 19.300 | -20,58 | 224 | -18,84 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 11.952 | 139 | ||||||
| 2025-12-01 | 13F | Maxele Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 756 | 0,00 | 9 | 0,00 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 464.244 | 6,19 | 5.399 | 8,39 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 11.345 | -12,49 | 0 | |||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 18.322 | 54,90 | 213 | 58,96 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.623.416 | -0,22 | 18.880 | 1,88 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 18.005 | 3,83 | 209 | 6,09 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.772 | 44 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 38.682 | 17,43 | 450 | 19,73 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 290 | -80,85 | 3 | -82,35 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 312.781 | -25,61 | 3.638 | -24,06 | ||||
| 2025-11-17 | 13F | Vivaldi Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 17.560 | -15,59 | 204 | -13,56 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 761 | 9 | ||||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 46.752 | 0,00 | 544 | 2,07 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.595.527 | 17,41 | 30.186 | 19,88 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 1.630 | 0,00 | 19 | 0,00 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 96.000 | -10,18 | 1.116 | -8,30 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 319.711 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 9.700.112 | -4,65 | 112.812 | -2,64 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 226.235 | 3,17 | 2.631 | 5,37 | ||||
| 2026-01-26 | 13F | Clean Yield Group | 10.971 | 0,00 | 128 | 2,42 | ||||
| 2026-01-27 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 711.737 | 9,18 | 7.993 | 5,42 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 13.700 | 10,48 | 159 | 12,77 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18.200 | 766,67 | 212 | 817,39 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 25.000 | -16,67 | 291 | -14,96 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 3.000 | 0,00 | 34 | 6,25 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 28.833 | 0,00 | 335 | 2,13 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 1.486 | 17 | ||||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 232.696 | 9,35 | 2.706 | 11,68 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 10.359 | 120 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 4.797 | 1,07 | 56 | 1,85 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 24.852 | 0,00 | 283 | 4,43 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 231.524 | 43,70 | 2.693 | 46,70 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 1.000 | 12 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 69.849 | -17,32 | 812 | -15,59 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 26.180 | 0,00 | 304 | 2,01 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 43.500 | 506 | ||||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 583 | 0,00 | 7 | 0,00 | ||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 6.000 | 0,00 | 70 | 1,47 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 223.350 | 0,00 | 2.559 | 0,00 | ||||
| 2026-02-10 | 13F | Gill Capital Partners, Llc | 243.608 | -59,95 | 2.833 | -59,11 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 14.062 | 0,00 | 164 | 1,24 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 33.984 | 395 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 16.663 | 0,00 | 187 | -3,11 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 13.735 | -13,09 | 160 | -11,67 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 1.500 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 7.688 | 3,39 | 89 | 5,95 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 8.027 | -24,66 | 93 | -23,14 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 13.797 | -2,64 | 160 | -0,62 | ||||
| 2026-01-29 | 13F | Kercheville Advisors, LLC | 141.416 | 3,76 | 1.639 | 5,61 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 122.790 | 0,09 | 1.428 | 2,22 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 23.644 | 66,55 | 176 | 8,70 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 11.318 | 0,00 | 132 | 2,34 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 32.787 | 0,16 | 381 | 2,42 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 10.020 | 117 | ||||||
| 2026-02-05 | 13F | Navalign, LLC | 885 | 10 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 10.000 | 0,00 | 116 | 2,65 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 119.654 | -7,00 | 1.392 | -5,05 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 53.685 | 0,00 | 624 | 2,13 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 14.808 | 0,00 | 172 | 1,78 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.100 | -38,33 | 94 | -36,91 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 1.386.762 | 7,66 | 16 | 14,29 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 958 | 2,35 | 11 | 10,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 277.149 | 3,92 | 3.223 | 6,12 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 34.084 | 0,59 | 388 | 4,86 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 18.638 | -18,22 | 0 | |||||
| 2026-02-04 | 13F | Byrne Financial Freedom, Llc | 648.817 | -0,06 | 7.546 | 2,04 | ||||
| 2026-03-25 | 13F/A | Lifetime Wealth Management P.C. | 56.000 | 651 | ||||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 4.925 | 2,37 | 57 | 5,56 | ||||
| 2026-02-17 | 13F | URS Advisory LLC | 25.078 | 292 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Sightline Wealth Advisors, LLC | 14.984 | 174 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 24.000 | 0,00 | 279 | 2,20 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 56.975 | -6,12 | 663 | -4,20 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 13.588 | 0,00 | 158 | 2,60 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 17.525 | 29,81 | 204 | 32,68 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 15.379 | 2,06 | 179 | 4,09 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 10.538 | 2,38 | 123 | 4,27 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 32.689 | 0,00 | 380 | 2,15 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 5.500 | 0,00 | 64 | 1,61 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 2.084 | 0,00 | 24 | 4,35 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 2.120 | 0,00 | 25 | 0,00 | ||||
| 2025-10-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 26.600 | -13,64 | 309 | -11,71 | ||||
| 2026-02-03 | 13F | Manske Wealth Management | 10.204 | -12,36 | 119 | -10,61 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 82.898 | 247,89 | 964 | 255,72 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 99 | 1 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 227.576 | -16,24 | 3 | -33,33 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 108 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 25.483 | -30,61 | 296 | -29,19 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Hilltop National Bank | 2.009 | 111,92 | 23 | 100,00 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 2.299 | 2,36 | 27 | 4,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 88.148 | 1,37 | 1.025 | 3,54 | ||||
| 2026-02-04 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 19.172 | 0,09 | 223 | 1,83 | ||||
| 2025-10-21 | 13F | Tectonic Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 83.258 | 464,27 | 968 | 476,19 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 18.178 | 2,24 | 212 | 4,46 | ||||
| 2026-02-17 | 13F | Creative Planning | 94.970 | 2,43 | 1.104 | 4,55 | ||||
| 2026-01-29 | 13F | McGowan Group Asset Management, Inc. | 1.410.373 | 4,53 | 16.403 | 6,73 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 10.382 | 117 | ||||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 19.650 | 4,52 | 229 | 6,54 | ||||
| 2025-11-05 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 51.319 | 597 | ||||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 37.000 | -24,63 | 430 | -23,08 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 3.135 | 17,20 | 35 | 12,90 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 15.733 | 0,00 | 183 | 1,68 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 14.702 | 2,70 | 171 | 4,29 | ||||
| 2026-02-09 | 13F | New England Private Wealth Advisors LLC | 20.000 | 0,00 | 233 | 2,20 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.910 | 0,00 | 22 | 4,76 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 220.047 | -18,82 | 2.559 | -17,10 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3.751 | 13,91 | 0 | |||||
| 2026-01-21 | 13F | Peddock Capital Advisors, Llc | 21.425 | -50,90 | 249 | -49,80 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 236.392 | 0,57 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Motco | 636 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 523.166 | 34,60 | 6.084 | 37,43 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 101.823 | 2,18 | 1.143 | -1,30 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 203.623 | 3,11 | 2.301 | 0,17 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 51.763 | 1,26 | 602 | 3,26 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 11.793 | -10,71 | 137 | -8,67 | ||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 113.280 | 0,27 | 1.317 | 2,41 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.067.586 | -26,93 | 12.416 | -25,39 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 450 | -62,50 | 5 | -61,54 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 105.236 | 16,35 | 1.224 | 18,74 | ||||
| 2026-01-23 | 13F | Successful Portfolios LLC | 31.559 | 6,77 | 370 | 10,12 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 57.275 | 22,29 | 666 | 24,95 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 307.000 | -0,32 | 3.570 | 1,77 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 19.453 | 4,04 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Capital & Planning, Llc | 28.000 | -77,82 | 326 | -77,38 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 104.759 | 46,34 | 1.218 | 49,45 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.550 | 0,00 | 18 | 5,88 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 70.446 | 0,00 | 819 | 2,12 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 31.666 | 0,00 | 368 | 2,22 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Leisure Capital Management | 23.418 | 0,00 | 272 | 2,26 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 53.200 | 0,00 | 597 | -3,40 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 6.473 | 32,70 | 75 | 36,36 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 18.763 | 0,00 | 218 | 2,35 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.729.208 | 4,03 | 31.741 | 6,22 | ||||
| 2025-11-17 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 1.773.541 | 19,51 | 20.626 | 22,03 | ||||
| 2026-04-06 | 13F | CX Institutional | 6.964 | 1,16 | 0 | |||||
| 2026-02-12 | 13F | CF Capital LLC | 76.342 | 11,61 | 888 | 13,86 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 15.739 | -8,95 | 183 | -6,63 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 161.945 | -0,47 | 1.883 | 1,62 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 75.334 | 0,29 | 876 | 2,46 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 7.237 | 0,00 | 84 | 2,44 | ||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 537 | 6 | ||||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 156.100 | 1,00 | 1.815 | 3,13 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 18.234 | -3,76 | 212 | -1,40 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Congress Park Capital LLC | 945.000 | -17,65 | 10.990 | -15,91 | ||||
| 2026-02-11 | 13F | Artesa Financial Group, LLC | 27.093 | 315 | ||||||
| 2026-01-21 | 13F | MBA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 14.810 | -90,62 | 172 | -91,95 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 21.015 | 0,00 | 244 | 2,09 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 32.600 | 379 | ||||||
| 2025-11-14 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.729 | 0,00 | 299 | 2,05 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.022.793 | 1,33 | 11.895 | 3,47 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 52.237 | 0,99 | 608 | 3,06 | ||||
| 2026-04-10 | 13F | Titiun Yejiel | 15.425 | 179 | ||||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 19.229 | -4,94 | 224 | -3,04 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 57.117 | 106 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 11.436 | 1,37 | 133 | 3,91 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 52.096 | 0,00 | 606 | 2,02 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 629.027 | -23,36 | 7.316 | 81.177,78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 14.691 | 39,46 | 171 | 42,86 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 13.947 | -74,39 | 164 | -73,72 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 431.314 | -59,76 | 5.016 | -58,92 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 120.000 | 0,00 | 1.396 | 2,12 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1.515 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 48.894 | 569 | ||||||
| 2026-01-09 | 13F | Breakwater Capital Group | 137.041 | 14,82 | 1.594 | 17,22 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.015 | 0,00 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16.914 | -6,32 | 197 | -4,39 | ||||
| 2026-01-23 | 13F | Uptown Financial Advisors LLC | 11.499 | 0,00 | 134 | 2,31 | ||||
| 2025-11-07 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 67.806 | -0,73 | 789 | 0,77 | ||||
| 2025-10-17 | 13F | Bard Financial Services, Inc. | 65.000 | 0,00 | 740 | 4,37 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 195 | 2 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 10.534 | 120 | ||||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 164.842 | 0,66 | 1.917 | 2,73 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 18.982 | 0,00 | 213 | -3,18 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.691 | -43,16 | 19 | -47,06 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 16.549 | 1,91 | 192 | 4,35 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 147.734 | 6,87 | 1.718 | 9,15 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 255.089 | 0,00 | 2.967 | 1,51 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 18.736 | 218 | ||||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 50 | 0,00 | 1 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 3.729 | 3,90 | 43 | -88,19 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 101.757 | 48,37 | 1.143 | 43,29 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 23.243 | 19,19 | 270 | 23,85 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 7.338 | 0,00 | 85 | 2,41 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 40.689 | -11,40 | 473 | -9,56 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 12.517 | 0,44 | 146 | 2,84 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 468.138 | 80,51 | 5.445 | 90,08 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 500 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Nomura Holdings Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 27.087 | 0,00 | 315 | 2,27 | ||||
| 2026-01-08 | 13F | Gridiron Partners, LLC | 169.878 | -86,46 | 1.976 | 2,12 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 65.209 | 2,76 | 758 | 4,99 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 157.072 | 0,50 | 1.827 | 2,58 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 74.893 | -0,40 | 871 | 1,75 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 10.500 | 122 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.795.582 | 1,17 | 20.883 | 3,30 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 39.833 | -19,97 | 463 | -18,20 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 3.195 | 0,00 | 37 | 2,78 | ||||
| 2026-02-06 | 13F | Hudson Valley Investment Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Entrust Financial Llc | 2.727 | 32 | ||||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 19.276 | 0,00 | 224 | 2,28 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 27.086 | 13,13 | 315 | 15,81 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 26.743 | 21,12 | 311 | 23,90 | ||||
| 2026-01-29 | 13F | Comerica Bank | 62.999 | 68,00 | 733 | 71,43 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.445 | 28 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 566 | 7 | ||||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 34.090 | -10,27 | 396 | -8,33 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 172.888 | -9,73 | 2.011 | -7,84 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 363.428 | -7,74 | 4.227 | -5,80 | ||||
| 2026-02-13 | 13F | Robinson Capital Management, Llc | 233.254 | 2.713 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 262.671 | 112,80 | 3.055 | 117,37 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 14.268 | -10,77 | 166 | -9,34 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 21.620 | 251 | ||||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 82.026 | -13,95 | 954 | -12,17 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 52.682 | 176,68 | 592 | 167,42 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 57.079 | 2,37 | 664 | 4,41 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 16.400 | -10,87 | 191 | -9,52 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 122.400 | 20,83 | 1.424 | 20,80 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 139.848 | 2,02 | 1.626 | 4,16 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 724 | 39,50 | 8 | 60,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 172.304 | 26,57 | 1.551 | 0,00 | ||||
| 2025-11-14 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.155 | 0,00 | 25 | 4,17 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 450 | 5 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 14.370 | 161 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 41.674 | 17,50 | 485 | 19,21 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 204.646 | -13,60 | 2.380 | -11,75 | ||||
| 2026-02-13 | 13F | Broyhill Asset Management | 92.263 | -1,59 | 1.073 | 0,56 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 200.000 | -88,03 | 2.326 | -87,77 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 22.421 | 261 | ||||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 2.205 | 26 | ||||||
| 2026-02-17 | 13F | Palogic Value Management, L.P. | 368.787 | 4,61 | 4.289 | 6,80 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 12.217 | 142 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 40.689 | -11,40 | 473 | -9,56 | ||||
| 2026-04-02 | 13F | Marex Group plc | 30.801 | -78,22 | 345 | -78,42 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 274 | 2,24 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 115.520 | 2,82 | 1.343 | 5,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.577 | 2,40 | 0 | |||||
| 2026-02-09 | 13F | Barry Investment Advisors, LLC | 16.416 | -4,76 | 191 | -3,55 | ||||
| 2026-01-29 | 13F | Mackay Shields Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 11.047 | 9,35 | 128 | 16,36 | ||||
| 2026-04-10 | 13F | Smh Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 45.108 | 1,35 | 507 | -2,13 | ||||
| 2026-02-03 | 13F | Cresta Advisors, Ltd. | 269.647 | 5,07 | 3.136 | 7,25 |
