Grundlæggende statistik
| Institutionelle ejere | 395 total, 395 long only, 0 short only, 0 long/short - change of 1,28% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4233 % - change of -6,98% MRQ |
| Institutionelle aktier (lange) | 46.749.253 (ex 13D/G) - change of 0,96MM shares 2,10% MRQ |
| Institutionel værdi (lang) | $ 2.278.175 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) har 395 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,749,253 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 May 1, 2026 is 50,67 / share. Previously, on May 5, 2025, the share price was 50,72 / 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 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 218.762 | 48,82 | 11.179 | 48,31 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.921 | 0,27 | 149 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.971 | -7,03 | 356 | -7,29 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.210 | 0,00 | 367 | -0,54 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 41.392 | 0,07 | 2.104 | -0,43 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 4.954 | -16,73 | 252 | -17,43 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.105 | -0,02 | 209 | -0,48 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 10.699 | 544 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 569.669 | 19,76 | 29.110 | 19,33 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 40.539 | 56,13 | 2.072 | 55,60 | ||||
| 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 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 478.532 | -15,53 | 24.453 | -15,82 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 101 | 0,00 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 14.866 | -2,85 | 756 | -3,33 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 37.331 | 295,87 | 1.898 | 294,39 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 73.965 | 13,51 | 3.780 | 13,11 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 131 | 0,77 | 7 | 0,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 6.752 | 0,00 | 343 | -0,58 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 78.915 | -0,34 | 4.012 | -0,87 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 145.743 | 0,18 | 7.448 | -0,17 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 259.344 | 6,61 | 13.252 | 6,24 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 200.210 | 22,90 | 10.231 | 22,47 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 50.237 | 0,00 | 2.554 | -0,51 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9.244 | 36,93 | 470 | 36,34 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 8.817 | 12,43 | 448 | 12,00 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 747 | 0,00 | 38 | -2,63 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 12.321 | -13,68 | 626 | -14,13 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 198.159 | -45,04 | 10.126 | -45,24 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.417 | 3,39 | 225 | 2,75 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 4.288 | 219 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6.530 | -43,00 | 332 | -43,42 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 5.182 | -5,13 | 263 | -5,73 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-01-21 | 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 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 39.492 | -4,27 | 2.008 | -4,79 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 24.400 | 0,00 | 1.240 | -0,48 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 4.520 | 0,00 | 230 | -0,43 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 6.795 | 0,00 | 345 | -0,58 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 307.924 | 29,06 | 15.653 | 28,39 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 31.223 | 5,03 | 1.597 | 4,59 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 676 | 35 | ||||||
| 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 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 57.210 | 2,36 | 2.908 | 1,82 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 63.854 | 17,28 | 3.246 | 16,64 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 22.670 | 0,08 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 6.044 | 0,00 | 307 | -0,32 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.272.371 | 40,47 | 116.118 | 39,98 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 5.534 | -2,04 | 281 | -2,43 | ||||
| 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 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 5.266 | 268 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 101 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 6.413 | 0,12 | 326 | -0,31 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 39.424 | 27,73 | 2.004 | 27,08 | ||||
| 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 | ||||
| 2026-02-18 | 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 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 16.253 | -9,97 | 826 | -10,41 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 11.575 | -0,62 | 1 | |||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 250.366 | 7,45 | 12.684 | 6,53 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 6.428 | 327 | ||||||
| 2026-04-30 | 13F | Guided Capital Wealth Management, LLC | 5.323 | 0,00 | 271 | -0,74 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 7.284 | -15,77 | 370 | -16,10 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 31.322 | 21,93 | 1.592 | 21,34 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 34.367 | 29,48 | 1.749 | 28,72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 10.738 | 23,67 | 546 | 23,02 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 193.452 | -8,17 | 9.834 | -8,64 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.135 | 719 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.067.084 | 7,94 | 54 | 8,00 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 5.485 | -30,80 | 279 | -31,36 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 6.352 | 325 | ||||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 5.654 | 287 | ||||||
| 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 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.182 | 30,62 | 568 | 29,98 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 12.972 | 56,03 | 659 | 55,42 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 29.851 | 2,27 | 1.517 | 1,74 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 6.861 | -3,53 | 349 | -4,13 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 91.073 | 0,78 | 4.630 | 0,26 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 6.579 | 0,14 | 336 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 168.199 | 12,38 | 8.595 | 11,99 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 8.091 | -36,26 | 411 | -36,57 | ||||
| 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 | |||||
| 2026-02-13 | 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 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 287.335 | 20,19 | 15 | 16,67 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 9.394 | 1,59 | 480 | 1,27 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 44.387 | 0,58 | 2.252 | -0,09 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 38.985 | -15,02 | 1.982 | -15,49 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 119.430 | -0,68 | 6.071 | -1,19 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 89.641 | 5,28 | 4.557 | 4,74 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 4.716 | -9,03 | 240 | -9,47 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 14.427 | 12,75 | 733 | 12,25 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.187 | 1.474,42 | 416 | 1.500,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.286 | 218 | ||||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 16.381 | -13,93 | 833 | -14,40 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 124.392 | 6.356 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 15.779 | -91,84 | 802 | -91,88 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.141.660 | 20,93 | 58.339 | 20,51 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 185.629 | 4,75 | 9.436 | 4,21 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 5.041 | 0,00 | 256 | -0,39 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 126.269 | 5,29 | 6.419 | 4,73 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10.000 | 508 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 708 | -64,58 | 36 | -65,69 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 63.912 | 1,36 | 3.249 | 0,84 | ||||
| 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 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 47.782 | -2,49 | 2.429 | -3,00 | ||||
| 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 | ||||||
| 2026-02-17 | 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 | |||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 86.018 | 630,51 | 4.373 | 627,45 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 159.332 | 2,24 | 8.117 | 1,62 | ||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 83.488 | -0,94 | 4.244 | -1,44 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 107.942 | 280,99 | 5.487 | 279,20 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 20.176 | 11,65 | 1.031 | 11,23 | ||||
| 2026-04-10 | 13F | Novem Group | 16.808 | 5,56 | 854 | 5,04 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 9.766 | -28,92 | 499 | -29,12 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 92.930 | 9,75 | 4.749 | 9,35 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 50.254 | 803,04 | 2.568 | 800,70 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.667 | 0,33 | 392 | 0,00 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 16.134 | 32,99 | 820 | 32,47 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 64.756 | 3,14 | 3.292 | 2,59 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 5.484 | 0,00 | 279 | -0,71 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 152.630 | 35,22 | 7.799 | 34,74 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 199 | 10 | ||||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 26 | 0,00 | ||||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 257.870 | 1,99 | 13.112 | 1,40 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 128 | 0,00 | 7 | 0,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 69.556 | 47,05 | 3.536 | 46,26 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 6.932 | 352 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 4.648 | 238 | ||||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hudock, Inc. | 10.278 | 1,39 | 525 | 1,16 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 139.987 | 16,62 | 7.116 | 16,01 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 4.637 | -57,18 | 236 | -57,50 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.218 | -0,33 | 1.493 | -0,67 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19.254 | -5,83 | 979 | -6,32 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 23.252 | -0,24 | 1.182 | -0,67 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 7.475 | -0,31 | 380 | -1,04 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.871 | -33,91 | 146 | -34,39 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 10.768 | 52,78 | 546 | 51,39 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 49.673 | -3,49 | 2.538 | -3,83 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 131.777 | -6,82 | 6.734 | -7,14 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 91.940 | 241,47 | 4.674 | 239,85 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 4.605 | 0,00 | 234 | -0,43 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 21.907 | -5,18 | 1.119 | -5,57 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 23.230 | 1.181 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.997 | 204 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 20.692 | 1,68 | 1.052 | 1,15 | ||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 13.205 | -51,04 | 671 | -51,31 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 113.671 | -6,50 | 5.774 | -7,08 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 72.023 | 14,04 | 3.680 | 13,65 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 29.362 | 0,00 | 1.500 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 127.094 | -19,76 | 6.447 | -20,42 | ||||
| 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 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 71.844 | 83,46 | 3.652 | 82,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 504 | -58,10 | 26 | -59,02 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6.245 | 0,00 | 317 | -0,63 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 619 | -75,19 | 32 | -75,59 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | City State Bank | 174 | 0,00 | 9 | 0,00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 37.257 | -17,74 | 1.894 | -18,19 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 129.531 | -8,82 | 6.619 | -9,13 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 35.492 | 10,32 | 1.804 | 9,80 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 8.182 | 4,54 | 416 | 4,01 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.170 | 113,65 | 1 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12.643 | 23,74 | 640 | 22,61 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 12.086 | 0,68 | 614 | 0,16 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 404.474 | 14,26 | 20.669 | 13,86 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 900 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 22.019 | 76,11 | 1.119 | 75,39 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 60.718 | 10,83 | 3.103 | 10,43 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 22.354 | 109,96 | 1.136 | 108,82 | ||||
| 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 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 51.438 | -3,38 | 2.628 | -3,74 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 35.641 | -9,11 | 1.812 | -9,59 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.942.115 | -16,49 | 150.342 | -16,79 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 9.485 | 0,00 | 482 | -0,41 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 143.443 | 150,18 | 7.292 | 148,92 | ||||
| 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 | |||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 13.965 | 0,04 | 710 | -0,56 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 163.727 | 58,71 | 8.323 | 57,90 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 26.593 | 9,03 | 1.352 | 8,43 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 681 | 1,64 | 35 | 0,00 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.866 | 8,98 | 402 | 8,38 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 5.453 | 0,00 | 277 | -0,36 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 283.620 | 0,00 | 14.418 | -0,52 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 6.794 | 0,00 | 345 | -0,58 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 17.175 | 0,88 | 873 | 0,46 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 128.010 | -2,77 | 6.507 | -3,27 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 155.128 | 12,39 | 8 | 0,00 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 6.103 | -4,33 | 310 | -4,62 | ||||
| 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 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 337.510 | 14,74 | 17.157 | 14,14 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 22.867 | 107,73 | 1.162 | 106,76 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 16.607 | 0,10 | 844 | -0,35 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.613.264 | 19,64 | 82.438 | 19,23 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 179.122 | -10,01 | 9.106 | -10,48 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 5.117 | 0,37 | 260 | 0,00 | ||||
| 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 | ||||||
| 2026-02-18 | 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 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 4.461 | -0,38 | 227 | -0,88 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 10.610 | 6,10 | 542 | 5,86 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 188.608 | 4,76 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 6.110 | 2,60 | 311 | 1,97 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 5.135 | 0,00 | 261 | -0,38 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.801 | 245 | ||||||
| 2026-01-29 | 13F | Finhabits Advisors LLC | 33.540 | 1.714 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 43.523 | 2,63 | 2.213 | 2,08 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 7.187 | -27,70 | 367 | -27,90 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 412.128 | -3,34 | 20.951 | -3,85 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 420.219 | 1,11 | 21.473 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 180.072 | 117,39 | 9.154 | 116,28 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15.517 | 789 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 99.376 | 1,98 | 5.065 | 1,58 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 794 | 0,00 | 40 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6.338 | -23,46 | 322 | -23,88 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 2.287 | 0,00 | 116 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 32.515 | 1.653 | ||||||
| 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 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 328.516 | 16,90 | 16.791 | 16,53 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 3.877 | 198 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 20.617 | 16,91 | 1.048 | 16,32 | ||||
| 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 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.238 | 10,51 | 165 | 10,07 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 495 | 0,00 | 25 | 0,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 78 | 1,30 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 22.281 | 3,29 | 1.133 | 2,35 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 10.091 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Planning Directions Inc | 41.769 | 29,44 | 2.123 | 28,82 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 19.332 | -17,84 | 983 | -18,30 | ||||
| 2026-01-27 | 13F | PFG Advisors | 4.881 | -44,49 | 249 | -44,67 | ||||
| 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 | |||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 561 | -48,29 | 29 | -49,09 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 11.323 | 0,35 | 574 | -0,52 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 10.361 | -31,76 | 529 | -32,01 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 5.955 | 42,46 | 303 | 41,78 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 14.219 | -34,37 | 723 | -34,78 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 9.363 | -36,53 | 478 | -36,77 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 9.986 | 13,76 | 510 | 13,33 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 10.032 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 10.924 | 70,13 | 1 | |||||
| 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 | ||||||
| 2026-04-14 | 13F | New Capital Management LP | 4.117 | -4,41 | 209 | -5,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 3.796 | -93,46 | 193 | -93,53 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 111.566 | -2,34 | 5.671 | -2,84 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 3.919 | 200 | ||||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 2.646 | 23.954,55 | 135 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 92 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 897 | 46 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.480 | 229 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 269.833 | 17,54 | 13.717 | 16,93 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 53.509 | 2.734 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.033 | 0,01 | 358 | -0,56 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.786 | 0,00 | 244 | -0,41 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 147.331 | 4,76 | 7.490 | 4,22 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 21.997 | 0,00 | 1.124 | -0,35 | ||||
| 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 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 15.996 | 52,88 | 813 | 52,25 | ||||
| 2026-02-12 | 13F | Betterment LLC | 44.699 | -3,82 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 5.056 | 257 | ||||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 10.755 | 550 | ||||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 71.132 | 6,67 | 3.616 | 6,11 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.455 | -11,55 | 176 | -12,06 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 9.443 | -0,86 | 480 | -1,23 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 5.898 | 2,02 | 301 | 1,69 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 48.996 | 3,99 | 2.491 | 5,20 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 13.600 | 1,08 | 695 | 0,73 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 17.327 | 0,00 | 881 | -0,56 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 265.877 | 6,05 | 13.516 | 5,50 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 8.996 | -37,93 | 460 | -38,22 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 9.900 | 39,44 | 506 | 38,74 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 62.675 | 5,76 | 3.186 | 5,22 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 16.910 | -0,44 | 864 | -0,69 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 76 | 4 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 286.598 | -0,90 | 14.539 | -1,66 | ||||
| 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 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6.482 | -1,38 | 330 | -1,79 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 66.226 | -7,27 | 3.367 | -7,76 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 5.063 | 0,00 | 257 | -0,39 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 91.733 | 2,20 | 4.663 | 1,68 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 218.861 | 44,44 | 11.126 | 43,70 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 79.199 | 921,13 | 4.047 | 919,40 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.595 | 0,32 | 284 | 0,00 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 317.129 | 5,03 | 16.121 | 4,49 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 6.137 | -12,73 | 312 | -13,37 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 22.322 | -3,17 | 1.135 | -3,65 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 111.774 | 5,22 | 5.712 | 4,85 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 128 | 0,79 | 7 | 0,00 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 17.993 | 919 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 93.154 | 3,77 | 4.735 | 3,23 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 27.410 | 4,61 | 1.393 | 4,11 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 11.167 | -9,42 | 568 | -9,86 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 5.225 | -0,70 | 267 | -1,12 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 8.391 | 3,02 | 427 | 2,40 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 64.910 | 35,99 | 3.300 | 35,26 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 12.148 | -3,62 | 618 | -4,19 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 17.697 | -10,95 | 904 | -11,29 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 11.645 | 595 | ||||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 9.013 | 0,61 | 458 | 0,22 | ||||
| 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 |
