Grundlæggende statistik
| Institutionelle ejere | 393 total, 393 long only, 0 short only, 0 long/short - change of 2,07% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4548 % - change of -0,37% MRQ |
| Institutionelle aktier (lange) | 46.509.322 (ex 13D/G) - change of 1,35MM shares 2,98% MRQ |
| Institutionel værdi (lang) | $ 2.274.160 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) har 393 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,509,322 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Clearwater Capital Advisors, LLC, Wells Fargo & Company/mn, LPL Financial LLC, Bramshill Investments, LLC, BlackRock, Inc., UBS Group AG, Cetera Investment Advisers, and Raymond James Financial Inc .
iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (BATS:NEAR) 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 24, 2026 is 50,69 / share. Previously, on March 25, 2025, the share price was 50,74 / share. This represents a decline of 0,10% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | Regions Financial Corp | 4.000 | 204 | ||||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 97.450 | 4.987 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 218.762 | 48,82 | 11.179 | 48,31 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 8.281 | 3,95 | 423 | 3,68 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 25.205 | 0,00 | 1.288 | -0,39 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.971 | -7,03 | 356 | -7,29 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 4.106 | 0,10 | 210 | -0,48 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 155.835 | 2,66 | 7.987 | 2,61 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 569.669 | 19,76 | 29.110 | 19,33 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 7.842 | -4,93 | 401 | -5,44 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 6.245 | 2,44 | 319 | 2,24 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 40.539 | 56,13 | 2.072 | 55,60 | ||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 57.336 | 2.930 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 13.880 | 48,85 | 709 | 48,33 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 60.460 | -78,93 | 3.090 | -79,01 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 478.532 | -15,53 | 24.453 | -15,82 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 8.314 | 643,65 | 425 | 643,86 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 73.965 | 13,51 | 3.780 | 13,11 | ||||
| 2026-02-13 | 13F | Eagle Bluffs Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 145.743 | 0,18 | 7.448 | -0,17 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 62.786 | 3,08 | 3.208 | 2,72 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 47.301 | 211,07 | 2.417 | 210,27 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 13.129 | 2,43 | 1 | |||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 250 | 13 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 520.821 | -24,80 | 26.614 | -25,07 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 12.076 | -32,67 | 617 | -32,86 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 41.230 | -6,23 | 2.107 | -6,57 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 4.097 | -7,79 | 209 | -7,93 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 37.999 | 3,38 | 1.942 | 3,03 | ||||
| 2026-01-23 | 13F | Paragon Capital Management Inc | 5.184 | -8,20 | 265 | -8,65 | ||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 66.686 | 12,99 | 3.408 | 12,59 | ||||
| 2026-01-20 | 13F | New Capital Management LP | 4.307 | -3,32 | 220 | -3,51 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 259.344 | 6,61 | 13.252 | 6,24 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 8.561 | 11,51 | 437 | 11,20 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 200.210 | 22,90 | 10.231 | 22,47 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 138.030 | -7,43 | 7 | 0,00 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 12.132 | 11,38 | 620 | 10,93 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 20.447 | 1,54 | 1.045 | 1,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 198.159 | -45,04 | 10.126 | -45,24 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 4.288 | 219 | ||||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.332 | 176,95 | 1.448 | 176,15 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 1 | |||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 10.463 | 0,58 | 535 | 0,38 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 5.570 | 0,43 | 285 | 0,00 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 6.900 | 0,00 | 353 | -0,28 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 241.761 | -9,01 | 12.354 | -9,33 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 21.500 | 9,69 | 1.099 | 9,25 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 89.770 | 26,67 | 4.587 | 26,22 | ||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 71.420 | -0,29 | 3.650 | -0,63 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 880 | 0,00 | 45 | -2,22 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 59.109 | 64,91 | 3.020 | 64,31 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 10.262 | 1,93 | 520 | 0,97 | ||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 31.223 | 5,03 | 1.597 | 4,59 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 10.647 | 544 | ||||||
| 2026-01-23 | 13F | Charter Oak Capital Management, LLC | 5.949 | -6,36 | 304 | -6,46 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 30.864 | 46,96 | 1.577 | 46,56 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 22.652 | 0,19 | 1 | 0,00 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 676 | 35 | ||||||
| 2026-01-20 | 13F | Fundamentun, Llc | 24.390 | -0,29 | 1.246 | -0,64 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5.135 | 0,00 | 262 | -0,38 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 17.416 | 890 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 18.053 | 1,12 | 923 | 0,77 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.272.371 | 40,47 | 116.118 | 39,98 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 193.273 | 2,97 | 9.876 | 2,61 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.160.274 | 8,97 | 59.290 | 8,59 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 9.064 | -18,64 | 463 | -18,91 | ||||
| 2026-01-22 | 13F | Maseco Llp | 1.718 | 88 | ||||||
| 2025-11-06 | 13F | ONE Advisory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 6.573 | 2,11 | 336 | 1,52 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 10.104 | 1,83 | 517 | 1,38 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 40.413 | 0,00 | 2.065 | -0,34 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 4.810 | 0,00 | 246 | -0,41 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 187.401 | -0,35 | 9.576 | -0,69 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 4.900 | 0,00 | 251 | -0,40 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 7.926 | 0,37 | 405 | 0,25 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 101 | 0,00 | 5 | 0,00 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 23.052 | -42,89 | 1.178 | -43,11 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 7.112 | 0,00 | 363 | -0,27 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 6.751 | 9,54 | 345 | 8,86 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 3.130 | -1,51 | 160 | -1,85 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 6.135 | 0,00 | 313 | -0,32 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 79.188 | 2,83 | 4.046 | 2,46 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 12.328 | -7,00 | 630 | -7,36 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 70.644 | 8,94 | 3.610 | 8,54 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.655.778 | -5,17 | 135.710 | -5,50 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 77 | 1,32 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Securian Asset Management, Inc | 283.620 | -10,98 | 14.493 | -11,30 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 29.362 | 53,70 | 1.500 | 53,22 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 13.959 | 6,65 | 713 | 6,26 | ||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 5.940 | -25,42 | 304 | -25,74 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 490.400 | 0,00 | 25.059 | -0,35 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 495 | 0,00 | 25 | 0,00 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 7.827 | 0,00 | 400 | -0,50 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 2.287 | 0,00 | 117 | -0,85 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 6.352 | 325 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 19.224 | 184,97 | 982 | 184,64 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 6.184 | 0,00 | 316 | -0,32 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 127 | 1,60 | 7 | 0,00 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 6.044 | 0,00 | 309 | -0,32 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 426.381 | -5,05 | 21.788 | -5,38 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 747 | 0,00 | 38 | 0,00 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 41.254 | 18,75 | 2.108 | 18,36 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 6.579 | 0,14 | 336 | 0,00 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 151.519 | 25,37 | 7.743 | 24,93 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 168.199 | 12,38 | 8.595 | 11,99 | ||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 54.444 | 68,51 | 2.782 | 68,30 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4.928 | 24,82 | 252 | 24,26 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 16.591 | -4,01 | 848 | -4,40 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 8.809 | -28,84 | 450 | -29,02 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.293 | 11,20 | 117 | 11,43 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 44.131 | 3,24 | 2.254 | 3,02 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 6.421 | 0 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 287.335 | 20,19 | 15 | 16,67 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 6.795 | -2,86 | 347 | -3,07 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 9.394 | 1,59 | 480 | 1,27 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 20.351 | 60,24 | 1.040 | 59,60 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 203.612 | 1,24 | 10.405 | 0,88 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.694.516 | -0,09 | 137.690 | -0,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.155 | -4,57 | 263 | -5,05 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.271.898 | 13,84 | 64.994 | 13,44 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 24.400 | 4,27 | 1.247 | 3,92 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 21.571 | -1,98 | 1.106 | -1,60 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 12.693 | -12,38 | 649 | -12,67 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 200.875 | 10.265 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 3.268.723 | -3,77 | 167.032 | -4,10 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 263.271 | -0,01 | 13.453 | -0,36 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.928 | -93,08 | 150 | -93,13 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 138.245 | -3,34 | 7.064 | -3,68 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 6.752 | 0,00 | 345 | -0,29 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Waycross Investment Management Co | 6.794 | 0,00 | 347 | -0,29 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.930 | 3,94 | 150 | 3,47 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 124.392 | 6.356 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.141.660 | 20,93 | 58.339 | 20,51 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 252.831 | 27,32 | 12.931 | 27,27 | ||||
| 2026-01-27 | 13F | Novem Group | 15.923 | 10,65 | 814 | 10,31 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 180.042 | 10,10 | 9 | 12,50 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 3.928 | -29,43 | 201 | -29,82 | ||||
| 2026-02-03 | 13F | Canal Insurance CO | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 29.681 | -10,67 | 1.517 | -10,98 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 103.164 | 27,98 | 5.272 | 27,53 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 32.639 | 10,85 | 1.668 | 11,36 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 112.737 | 7,87 | 5.761 | 7,48 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 19.830 | 1.014 | ||||||
| 2026-02-09 | 13F | Unified Investment Management | 41.361 | -0,16 | 2.114 | -0,52 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 12.882 | 36,74 | 658 | 36,23 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 10.369 | 7,83 | 530 | 7,30 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 59.264 | -1,61 | 3.028 | -1,94 | ||||
| 2026-01-21 | 13F | Jacobson & Schmitt Advisors, Llc | 177.207 | 4,85 | 9.055 | 4,49 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 20.176 | 11,65 | 1.031 | 11,23 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Apex Wealth Management, LLC | 23.530 | -5,18 | 1.202 | -5,50 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 3.906 | 104,93 | 200 | 105,15 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 250.709 | 16,14 | 12.811 | 15,74 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 26.107 | 76,71 | 1.334 | 76,22 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 9.766 | -28,92 | 499 | -29,12 | ||||
| 2026-01-16 | 13F | Herbst Group, Llc | 19.898 | 1.017 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 93.029 | 3,08 | 4.754 | 2,72 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 130 | 1,56 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 92.930 | 9,75 | 4.749 | 9,35 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 119.929 | 14,15 | 6.128 | 13,76 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 50.254 | 803,04 | 2.568 | 800,70 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 10.373 | 530 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.667 | 0,33 | 392 | 0,00 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 121.569 | -2,38 | 6.214 | -2,46 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 152.630 | 35,22 | 7.799 | 34,74 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 1.999 | -67,62 | 102 | -67,72 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 10.293 | 526 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 53.436 | -19,36 | 2.732 | -19,61 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 17.327 | -37,62 | 885 | -37,85 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 7.210 | -5,75 | 368 | -6,12 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 11.775 | 0,00 | 602 | -0,33 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 4.180 | 214 | ||||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 26 | 0,00 | ||||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 8.648 | 1,44 | 442 | 0,92 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 4.648 | 238 | ||||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 10.828 | 553 | ||||||
| 2026-02-12 | 13F | Hudock, Inc. | 10.278 | 1,39 | 525 | 1,16 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 63.052 | 6,98 | 3.222 | 6,59 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.218 | -0,33 | 1.493 | -0,67 | ||||
| 2026-01-06 | 13F | First Citizens Financial Corp | 39.161 | 2,88 | 2.001 | 2,51 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 21 | 1 | ||||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 442.346 | 1,42 | 22.604 | 1,06 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 21.667 | -20,65 | 1.107 | -20,93 | ||||
| 2025-09-25 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 45.649 | -0,91 | 2.331 | -1,15 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 49.673 | -3,49 | 2.538 | -3,83 | ||||
| 2025-10-01 | 13F | Caldwell Trust Co | 0 | 0 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 131.777 | -6,82 | 6.734 | -7,14 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 21.907 | -5,18 | 1.119 | -5,57 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.997 | 204 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 72.023 | 14,04 | 3.680 | 13,65 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 132 | 12 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 140.940 | -4,20 | 7.202 | -4,53 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 3.934 | 201 | ||||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 619 | -75,19 | 32 | -75,59 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 210.658 | 24,81 | 10.765 | 24,37 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 794 | -14,99 | 41 | -14,89 | ||||
| 2026-01-21 | 13F | Planning Directions Inc | 32.270 | 75,46 | 1.649 | 74,76 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Guided Capital Wealth Management, LLC | 5.323 | -3,20 | 272 | -3,20 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 4.520 | -3,89 | 231 | -4,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 129.531 | -8,82 | 6.619 | -9,13 | ||||
| 2026-01-15 | 13F | Windsor Capital Management, LLC | 6.379 | -1,05 | 326 | -1,52 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.577 | 0,74 | 285 | 0,35 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 169.543 | 114,81 | 8.664 | 114,06 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 4.568 | -62,54 | 233 | -62,72 | ||||
| 2025-10-22 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 8.958 | 10,20 | 458 | 9,86 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 7.048 | 360 | ||||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 404.474 | 14,26 | 20.669 | 13,86 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 9.523 | 93,13 | 487 | 92,86 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.822 | 0,00 | 195 | 0,00 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 60.718 | 10,83 | 3.103 | 10,43 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 8.626 | 4,58 | 441 | 4,27 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 32.589 | 1.665 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 5.180 | -2,19 | 265 | -2,58 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 199.043 | 1,94 | 10.171 | 1,59 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 900 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 51.438 | -3,38 | 2.628 | -3,74 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.942.115 | -16,49 | 150.342 | -16,79 | ||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 12.503 | 38,72 | 639 | 38,10 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 2.924.871 | 4,31 | 149.461 | 3,95 | ||||
| 2026-02-17 | 13F | Bramshill Investments, LLC | 2.448.843 | -2,61 | 125.136 | -2,95 | ||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 26.925 | 12,86 | 1.376 | 12,43 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 77.282 | 33,74 | 3.949 | 33,28 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 4.096 | -12,61 | 209 | -12,92 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.115 | 0,00 | 57 | -1,75 | ||||
| 2026-01-02 | 13F | Insight Wealth Strategies, LLC | 5.150 | -29,83 | 263 | -30,05 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 11.647 | -11,63 | 1 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.594 | -69,94 | 490 | -4,30 | ||||
| 2025-11-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 4.488 | 229 | ||||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 92 | 8,24 | 5 | 0,00 | ||||
| 2026-01-07 | 13F | Brady Family Wealth, Llc | 84.279 | 0,54 | 4.307 | 0,19 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 57.972 | -0,01 | 2.962 | -0,37 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 31.562 | -2,34 | 1.613 | -2,36 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 681 | 1,64 | 35 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.203 | -45,93 | 61 | -46,02 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.866 | 8,98 | 402 | 8,38 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 15.055 | 122,97 | 769 | 122,25 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 95 | 5 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 90.365 | 0,63 | 4.618 | 0,28 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 15.550 | -2,51 | 795 | -2,82 | ||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 9.430 | 482 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 42.409 | -15,38 | 2.167 | -15,68 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 5.955 | -17,49 | 304 | -17,84 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 13.653 | -10,44 | 1 | |||||
| 2026-01-28 | 13F | City State Bank | 174 | 0,00 | 9 | 0,00 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 8.850 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 12.475 | 0,00 | 637 | -0,31 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 127.650 | -1,77 | 6.523 | -2,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 235.200 | -2,35 | 12.019 | -2,70 | ||||
| 2026-01-30 | 13F | Values First Advisors, Inc. | 89.757 | 6,24 | 4.587 | 5,86 | ||||
| 2026-01-21 | 13F | Ameliora Wealth Management Ltd. | 50.237 | 4,04 | 2.567 | 3,68 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 65.985 | 1.097,55 | 753 | 166,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 31.863 | 5,47 | 1.628 | 5,10 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 12.004 | 1,58 | 613 | 1,32 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 45.873 | 2.344 | ||||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 5.000 | 0,00 | 256 | -0,39 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 715.788 | 269,22 | 36.577 | 267,93 | ||||
| 2026-01-14 | 13F | Bond & Devick Financial Network, Inc. | 120.040 | 2.475,41 | 6.134 | 2.466,53 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 5.098 | 0,41 | 260 | 0,00 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 26.542 | 1.358 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 55.892 | 39,30 | 2.856 | 38,84 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 120.250 | 0,00 | 6.145 | -0,36 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 233.011 | 4,00 | 11.907 | 3,63 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 114.244 | -0,86 | 5.838 | -1,22 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 12.604 | -15,26 | 644 | -15,49 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 11.457 | -16,59 | 585 | -16,90 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 1.613.264 | 19,64 | 82.438 | 19,23 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.344 | -11,73 | 222 | -12,30 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 10.104 | 0,00 | 516 | -0,39 | ||||
| 2026-02-13 | 13F | CVS HEALTH Corp | 6 | 0 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 5.402 | 277 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 49.004 | -21,09 | 2.504 | -21,36 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 469.238 | 19,58 | 23.978 | 19,16 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 32.038 | -21,17 | 1.637 | -21,45 | ||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 12.795 | 654 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 10.610 | 6,10 | 542 | 5,86 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 32.172 | 28,93 | 1.644 | 28,46 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.801 | 245 | ||||||
| 2026-01-29 | 13F | Finhabits Advisors LLC | 33.540 | 1.714 | ||||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 7.187 | -27,70 | 367 | -27,90 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 420.219 | 1,11 | 21.473 | 0,76 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 14.489 | 1,58 | 740 | 1,23 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 32.743 | -13,16 | 1.673 | -13,45 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 5.063 | 259 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 11.008 | 1,35 | 563 | 1,08 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 39.214 | 41,65 | 2.004 | 41,16 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 45.294 | -9,97 | 2.315 | -10,28 | ||||
| 2026-02-17 | 13F | Creative Planning | 10.339 | -2,94 | 528 | -3,30 | ||||
| 2026-01-27 | 13F | Members Advisory Group LLC | 6.023 | -97,59 | 308 | -97,61 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 75.362 | 21,44 | 3.851 | 21,02 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 7.032 | -4,83 | 359 | -5,03 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 328.516 | 16,90 | 16.791 | 16,53 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 3.877 | 198 | ||||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 5.453 | 0,00 | 279 | -0,36 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 9.525 | 0,57 | 487 | 0,21 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 25.689 | 28,02 | 1.313 | 27,50 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 12.446 | -80,19 | 636 | -80,26 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Davidson Capital Management Inc. | 1.085 | 0,00 | 55 | 0,00 | ||||
| 2025-10-23 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 10.091 | 0,00 | 1 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 4.786 | 245 | ||||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 4.605 | 0,00 | 235 | 0,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 8.683 | 34,91 | 444 | 34,24 | ||||
| 2026-01-27 | 13F | PFG Advisors | 4.881 | -44,49 | 249 | -44,67 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 988.560 | 11,05 | 51 | 11,11 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 8.034 | -1,46 | 411 | -1,91 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 17.790 | -8,74 | 909 | -9,01 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Arkfeld Wealth Strategies, L.L.C. | 6.405 | 0,19 | 328 | 0,00 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 10.361 | -31,76 | 529 | -32,01 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 9.363 | -36,53 | 478 | -36,77 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 5.041 | 0,00 | 258 | -0,39 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 9.986 | 13,76 | 510 | 13,33 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 14.272 | -6,06 | 732 | -5,80 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 10.032 | 1 | ||||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 101 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Somerset Group LLC | 8.152 | 0,00 | 417 | -0,48 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 43.319 | 169,56 | 2.214 | 168,57 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.000 | 102 | ||||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 5.235 | 0,35 | 268 | 0,75 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 3.919 | 200 | ||||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 2.646 | 23.954,55 | 135 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 271.080 | 14,55 | 13.852 | 115.333,33 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5.540 | -6,32 | 283 | -6,60 | ||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 5.649 | -29,54 | 289 | -29,93 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 897 | 46 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.480 | 229 | ||||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 53.509 | 2.734 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 128 | 0,00 | 7 | 0,00 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 131.651 | 4,54 | 6.727 | 4,17 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 38.230 | 1.954 | ||||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 21.997 | 0,00 | 1.124 | -0,35 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 10.062 | 0,00 | 516 | 0,19 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 310 | 169,57 | 16 | 200,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 19.203 | 4.798,72 | 981 | 4.805,00 | ||||
| 2026-01-26 | 13F | Forbes Financial Planning, Inc. | 19.033 | -24,59 | 973 | -24,06 | ||||
| 2026-02-12 | 13F | Betterment LLC | 44.699 | -3,82 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 229.564 | 33,75 | 11.731 | 33,28 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 29.189 | 1,23 | 1.492 | 0,88 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 10.755 | 550 | ||||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.272 | -23,12 | 218 | -23,24 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 17.653 | 2,80 | 902 | 2,50 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 172.443 | 8.812 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 6.881 | 352 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 67.564 | -10,99 | 3.453 | -11,31 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 14.628 | 229,98 | 747 | 229,07 | ||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.254 | 117,56 | 677 | 116,99 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 9 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 7.180 | -10,96 | 367 | -11,38 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 85.146 | 4.351 | ||||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 5.898 | 2,02 | 301 | 1,69 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 141.416 | -0,11 | 7.226 | -0,45 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 22.180 | 0,19 | 1.133 | -0,09 | ||||
| 2026-01-27 | 13F | Joel Adams & Associates, Inc. | 26.202 | 3,68 | 1.339 | 3,32 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 13.600 | 1,08 | 695 | 0,73 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 47.730 | 115,43 | 2.439 | 114,70 | ||||
| 2026-01-21 | 13F | Taddei, Ludwig & Associates, Inc. | 4.478 | 0,00 | 229 | -0,44 | ||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 43.903 | 175,69 | 2.243 | 174,88 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 47.000 | 0,00 | 2.402 | -0,37 | ||||
| 2026-01-16 | 13F | Kwmg, Llc | 301.944 | 4,74 | 15.429 | 4,37 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 8.996 | -37,93 | 460 | -38,22 | ||||
| 2026-01-22 | 13F | Madrona Financial Services, LLC | 5.135 | 0,00 | 262 | -0,38 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 9.900 | 39,44 | 506 | 38,74 | ||||
| 2026-02-27 | 13F | Cross Staff Investments Inc | 9.485 | 0,00 | 485 | -0,41 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 16.910 | -0,44 | 864 | -0,69 | ||||
| 2026-02-17 | 13F | Fmr Llc | 4.334 | 5,66 | 221 | 5,24 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 111.142 | -1,64 | 5.679 | -1,98 | ||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 289.210 | 0,00 | 14.784 | -0,20 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 18.983 | 0,00 | 970 | -0,31 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.008 | 163,07 | 409 | 163,87 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 1.419 | 0,42 | 73 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 79.199 | 921,13 | 4.047 | 919,40 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 296 | 0,00 | 15 | 0,00 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 500 | 0,00 | 26 | 0,00 | ||||
| 2025-11-06 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 11.283 | 110,66 | 577 | 110,22 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 10.217 | 522 | ||||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 111.774 | 5,22 | 5.712 | 4,85 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 5.484 | 0,00 | 280 | -0,36 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 47.115 | 229,87 | 2.368 | 223,36 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 158.383 | 2,55 | 8.101 | 2,49 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 17.993 | 919 | ||||||
| 2026-03-04 | 13F | Stenger Family Office, LLC | 53.286 | -5,24 | 2.664 | -5,37 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 4.888 | 0,00 | 250 | -0,40 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 4.000 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 4.970 | 0,00 | 254 | -0,39 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 17.635 | 7,41 | 901 | 7,13 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 7.032 | 0,03 | 359 | -0,28 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 5.225 | -0,70 | 267 | -1,12 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 4.315 | -9,56 | 220 | -9,84 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 26.969 | -37,05 | 1.378 | -37,25 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 8.145 | 1,10 | 416 | 0,73 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 17.697 | -10,95 | 904 | -11,29 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 17.025 | 7,08 | 870 | 6,63 | ||||
| 2026-02-10 | 13F | Blueline Advisors Llc | 5.462 | 279 | ||||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 11.645 | 595 | ||||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 58.051 | -1,14 | 2.966 | -1,49 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | MBM Wealth Consultants, LLC | 294.157 | 4,99 | 15.031 | 4,62 | ||||
| 2025-11-04 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First American Trust, Fsb | 15.794 | 807 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 211.567 | -33,83 | 11 | -37,50 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 100 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 17.291 | 0,78 | 884 | 0,46 | ||||
| 2026-02-27 | 13F | OakTrust Wealth Advisors, LLC | 140.643 | 7.187 |
