NEAR - iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
US ˙ BATS ˙ US46431W5076

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.

NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

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
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