Grundlæggende statistik
| Institutionelle ejere | 260 total, 260 long only, 0 short only, 0 long/short - change of 3,15% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2416 % - change of 12,26% MRQ |
| Institutionelle aktier (lange) | 22.726.836 (ex 13D/G) - change of 1,48MM shares 6,99% MRQ |
| Institutionel værdi (lang) | $ 996.100 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nushares ETF Trust - Nuveen ESG Small-Cap ETF (US:NUSC) har 260 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,726,836 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Abacus Wealth Partners, LLC, Tiaa Trust, National Association, Morgan Stanley, Royal Bank Of Canada, Mission Wealth Management, Lp, LPL Financial LLC, Boston Common Asset Management, LLC, and Bank of New York Mellon Corp .
Nushares ETF Trust - Nuveen ESG Small-Cap ETF (BATS:NUSC) 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 10, 2026 is 45,86 / share. Previously, on March 11, 2025, the share price was 38,50 / share. This represents an increase of 19,12% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about Nushares ETF Trust - Nuveen ESG Small-Cap ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-03 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 322 | 0,00 | 14 | 0,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 4.775 | 213 | ||||||
| 2025-11-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 132.575 | 0,74 | 5.919 | 2,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 7 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 45.258 | -3,95 | 2.021 | -2,74 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 10.075 | -6,89 | 450 | -5,87 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 16.029 | 0,28 | 1 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 7.126 | 0,00 | 318 | 1,27 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 17.601 | -8,30 | 786 | -7,21 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 456 | 2,24 | 20 | 5,26 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 19.247 | -11,40 | 859 | -10,24 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 22.565 | 0,00 | 1.008 | 1,21 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 45.099 | 4,95 | 2.014 | 6,23 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 55.430 | -15,06 | 2.475 | -14,04 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 5.447 | 243 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.455 | -6,43 | 65 | -5,88 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 400 | 0,00 | 18 | 0,00 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 250 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 15.463 | 3,22 | 690 | 4,55 | ||||
| 2025-10-17 | 13F | Sandbox Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Colorado Capital Management, Inc. | 130.720 | -1,85 | 6 | 0,00 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 33.679 | 4,46 | 1.504 | 5,77 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 9.878 | 4,43 | 436 | 12,99 | ||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 20.761 | -0,25 | 927 | 0,98 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 7.395 | 0,54 | 330 | 1,85 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 27.953 | -7,89 | 1.248 | -6,73 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 7.870 | 0,00 | 351 | 1,15 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 221.614 | 415,49 | 9.895 | 422,16 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.725 | 0,00 | 211 | 0,96 | ||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 7.212 | 0,26 | 322 | 1,58 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 87.435 | 20,01 | 3.904 | 21,51 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 598.713 | -4,26 | 26.733 | -3,06 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 8.261 | 369 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.035.383 | 4,08 | 46.230 | 5,38 | ||||
| 2026-01-14 | 13F | Bond & Devick Financial Network, Inc. | 7.662 | -1,79 | 342 | -0,58 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 6.894 | 26,40 | 308 | 27,92 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 121 | 5 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 5.384 | 0,00 | 240 | 1,27 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 67.088 | -3,45 | 2.995 | -2,25 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 16.234 | -13,19 | 716 | -6,04 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 9.544 | 4,04 | 454 | 9,66 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 9.473 | -5,68 | 423 | -4,52 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 152.356 | 2,90 | 6.800 | 4,23 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 6.437 | -48,83 | 287 | -48,19 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.479.568 | 24,92 | 66.063 | 26,48 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 41.898 | 0,00 | 1.871 | 1,25 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 20.625 | 4,10 | 968 | 10,26 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 6.162.838 | -1,87 | 275.171 | -0,64 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.500 | 1.195,34 | 112 | 1.287,50 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.000 | 89 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 351.305 | -1,09 | 15.686 | 0,15 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 214.344 | 1,50 | 9.570 | 2,76 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 8.544 | 3,09 | 381 | 4,38 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 20.989 | 12,82 | 1 | |||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 8.978 | 11,64 | 398 | 21,41 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 2 | 0 | ||||||
| 2026-01-16 | 13F | Values Added Financial LLC | 7.609 | 0,00 | 340 | 1,19 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 13.648 | -5,28 | 609 | -4,09 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 51.982 | 2,13 | 2.321 | 3,39 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 20.705 | -7,68 | 924 | -6,57 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 7.718 | 345 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 91.976 | -5,24 | 4.275 | -0,42 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 29.376 | -5,63 | 1.312 | -4,45 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 15.625 | -57,11 | 742 | -53,94 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 103.937 | 5,21 | 4.641 | 6,52 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 5.484 | -2,42 | 245 | -1,21 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 1.392 | 62 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 7.923 | -3,64 | 354 | -2,49 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 6.114 | -44,38 | 273 | -43,80 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 540 | -15,62 | 24 | -14,29 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 20.941 | -0,27 | 935 | 0,97 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 8.092 | -2,13 | 361 | -0,82 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.431 | 0,00 | 64 | 0,00 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 11.231 | -0,21 | 501 | 1,01 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 10.219 | 1,03 | 456 | 2,24 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 25.187 | 25,97 | 1.125 | 27,58 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 10.335 | 2,49 | 461 | 3,83 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 4.871 | 0,00 | 217 | 1,40 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 107.969 | 9,09 | 5 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 6.293 | 27,75 | 281 | 29,49 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 8.981 | 0,13 | 401 | 1,52 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 9.300 | -9,23 | 415 | -7,98 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 46.882 | -10,09 | 2.093 | -8,96 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 10.198 | 0,00 | 455 | 1,34 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 23.120 | -4,11 | 1.032 | -2,92 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 4.439 | -5,29 | 198 | -3,88 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 21 | 0,00 | 1 | |||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 1.405.775 | 4,45 | 62.788 | 5,78 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 54 | 2 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 87.001 | 9,17 | 3.885 | 10,66 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.601 | -19,17 | 116 | -17,73 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 15.940 | 12,82 | 712 | 14,13 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 1.028 | 0,69 | 46 | 0,00 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 25.770 | 22,64 | 1.151 | 24,19 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 85.464 | 5,11 | 3.824 | 6,67 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 1.456 | 0,00 | 64 | 8,47 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 56.291 | -4,60 | 2.513 | -3,42 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 10 | 0 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-01-15 | 13F | Xena Financial Planning, LLC | 31.350 | 1.400 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | True Blue Financial, LLC | 124.566 | 5.562 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 23.885 | 360,12 | 1.066 | 367,54 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 7.334 | 0,00 | 327 | 1,24 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 5.207 | -1,29 | 232 | 0,00 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 91.374 | -2,29 | 4.080 | -1,09 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 17.753 | 6,95 | 793 | 8,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 2.711 | 32,44 | 121 | 34,44 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 71.377 | -6,21 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 1.694 | 1,01 | 76 | 2,74 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 84.831 | 3.788 | ||||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 63.471 | 7,92 | 2.834 | 9,26 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 30.324 | 0,19 | 1.354 | 1,42 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 6.128 | 0,51 | 274 | 1,87 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.689 | 4,84 | 75 | 5,63 | ||||
| 2026-02-12 | 13F | Livet Wealth, LLC | 7.076 | 316 | ||||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.493 | 1,68 | 379 | 2,99 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 77.805 | -2,01 | 3.474 | -1,28 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 5.929 | -27,91 | 265 | -27,07 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 334 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 198.534 | 4,32 | 8.865 | 5,62 | ||||
| 2026-01-27 | 13F | PFG Advisors | 7.341 | 0,58 | 328 | 1,87 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 1.870 | -3,36 | 83 | -2,35 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 96.868 | 386,68 | 4.325 | 393,16 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 259.489 | 2.050,22 | 11.586 | 2.077,82 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 8.384 | -4,75 | 374 | -3,61 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.209 | 143 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 250 | 11 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 20.531 | 917 | ||||||
| 2025-10-03 | 13F | Morangie Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 5.939 | -15,13 | 265 | -13,96 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 192.701 | -3,27 | 8.604 | -2,06 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 82.832 | -2,00 | 3.698 | -0,78 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 378 | 17 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 27.184 | 8,23 | 1.214 | 9,58 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 53.560 | -4,49 | 2.489 | -0,56 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 10.435 | 0,00 | 466 | 1,09 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 33.266 | -4,33 | 1.485 | -3,13 | ||||
| 2026-02-12 | 13F | Betterment LLC | 21.127 | -2,45 | 1 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 1.068.910 | -4,97 | 47.727 | -3,79 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 15.851 | 214,13 | 1 | |||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 818.426 | 2,79 | 36.543 | 4,07 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 6.794 | 303 | ||||||
| 2026-02-06 | 13F | Motco | 489 | 10,38 | 22 | 10,53 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 15.556 | -70,23 | 695 | -69,88 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.153 | 0,00 | 141 | 0,72 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 8.949 | -1,80 | 400 | -0,50 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 578 | -42,49 | 26 | -43,18 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 19.420 | -8,80 | 867 | -7,67 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 2.898 | -5,45 | 129 | -4,44 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 42.417 | 0,26 | 1.894 | 1,50 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 98.076 | -1,45 | 4.379 | -0,21 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 1.693 | -0,53 | 82 | 8,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 329 | 0,00 | 15 | 0,00 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 60.854 | 10,77 | 2.717 | 12,18 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 20.337 | -1,30 | 908 | 0,00 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 32.283 | -10,23 | 1.441 | -9,09 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 9.608 | 429 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 163.254 | 16,25 | 7.289 | 17,72 | ||||
| 2026-01-13 | 13F | McClarren Financial Advisors, Inc. | 5.056 | 14,23 | 407 | 2,26 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 3.469 | -25,37 | 155 | -24,51 | ||||
| 2026-01-22 | 13F | Vicus Capital | 20.564 | -24,45 | 918 | -23,50 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 41.011 | 0,25 | 1.831 | 1,55 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 9.722 | 0 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 172 | 168,75 | 8 | 250,00 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 29.675 | -1,95 | 1.325 | -0,75 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 70.164 | -1,99 | 3.133 | -0,79 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 101 | -39,52 | 5 | -42,86 | ||||
| 2026-01-27 | 13F | Stordahl Capital Management, Inc. | 8.081 | -1,70 | 361 | -0,55 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 7.972 | 8,94 | 356 | 19,13 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 6.856 | 306 | ||||||
| 2026-01-13 | 13F | Harrington Investments, INC | 7.504 | 0,00 | 335 | 1,52 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 12.236 | 0,49 | 546 | 1,87 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 15.699 | -3,24 | 701 | -3,58 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 16.700 | 0,00 | 746 | 1,22 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 66 | 3 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 341 | -50,00 | 15 | -50,00 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 18 | 1 | ||||||
| 2026-01-26 | 13F | CWC Advisors, LLC. | 5.158 | 0,06 | 230 | 1,32 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 5.353 | 239 | ||||||
| 2026-01-28 | 13F | Sage Advisory Services, Ltd.Co. | 12.969 | 0,00 | 579 | 1,22 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 25.533 | 8,71 | 1.140 | 10,14 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 122.186 | -4,15 | 5.456 | 109.000,00 | ||||
| 2026-01-15 | 13F | Boston Common Asset Management, LLC | 444.826 | 19.861 | ||||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.447 | 0,57 | 556 | 1,83 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 12.402 | 0,41 | 554 | 1,65 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 71 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.505 | -14,10 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 18 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 285.704 | -0,22 | 12.757 | 1,02 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 208.227 | 6,19 | 9.297 | 7,52 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 452 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 12.787 | 26,70 | 1 | |||||
| 2026-02-17 | 13F | Creative Planning | 234.296 | 5,96 | 10.461 | 7,28 | ||||
| 2026-01-20 | 13F | Revolve Wealth Partners, LLC | 32.613 | 3,45 | 1.456 | 4,75 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 410 | 0,00 | 18 | 0,00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 320 | 0,00 | 14 | 0,00 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 57.527 | 2.569 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 40.642 | -10,22 | 1.889 | -6,58 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 9.323 | -18,10 | 416 | -16,97 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 13.414 | 1,40 | 599 | 2,57 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 4.506 | 201 | ||||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 27.302 | -9,27 | 1.219 | -8,07 | ||||
| 2026-01-29 | 13F | UBS Group AG | 338.655 | -1,12 | 15.121 | 0,11 | ||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 70.724 | 0,19 | 3.158 | -1,07 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 2.966 | 0,00 | 132 | 1,54 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 227 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 15.685 | -0,16 | 700 | 1,16 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 12.137 | -4,55 | 542 | -3,39 | ||||
| 2026-01-12 | 13F | Corundum Group, Inc. | 46.136 | -19,99 | 2.060 | -19,03 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 8.386 | 374 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 19.350 | -14,05 | 864 | -11,84 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 14.099 | 0,11 | 630 | 1,29 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.317 | -2,24 | 103 | -0,96 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 856 | 0,00 | 38 | 2,70 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 36.656 | 1,02 | 1.637 | 2,25 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 291 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 951 | 43 | ||||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 5.288 | 0,00 | 236 | 1,29 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 8.625 | -6,45 | 385 | -5,17 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 18.388 | -0,63 | 821 | 0,61 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 8.452 | -0,76 | 377 | 0,53 | ||||
| 2026-02-02 | 13F | CX Institutional | 16.030 | 17,81 | 1 | |||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 12.023 | -1,69 | 537 | -0,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 340 | 101,18 | 15 | 114,29 | ||||
| 2026-01-15 | 13F | Trust Co | 7.893 | 13,08 | 352 | 14,66 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 7.986 | 0,00 | 357 | 1,14 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 14.434 | -0,98 | 671 | 3,08 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 265.387 | 3,86 | 11.850 | 5,16 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 102 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 14.446 | 645 | ||||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 15.320 | 0,00 | 684 | 1,33 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 37 | 0,00 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 49.271 | 6,77 | 2.200 | 17,03 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 23.619 | 1,50 | 1.055 | 2,73 | ||||
| 2026-01-23 | 13F | Laurel Wealth Planning LLC | 14.123 | -4,05 | 631 | -2,93 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 9.016 | 0,62 | 403 | 1,77 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 10.902 | -3,78 | 487 | -2,61 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 17.407 | 23,22 | 777 | 24,72 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 136.567 | -0,81 | 6.098 | 0,43 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7.174 | 0,52 | 320 | 2,24 | ||||
| 2026-01-14 | 13F | Allodium Investment Consultants, LLC | 136.311 | -1,72 | 6.086 | -0,49 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 3.203 | 143 | ||||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 5.682 | -4,10 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 9.936 | -20,39 | 444 | -19,45 | ||||
| 2026-02-18 | 13F | Financial Planning Fort Collins, LLC | 5.051 | 226 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 4.034 | 1,03 | 180 | 2,27 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 5.795 | 1,03 | 259 | 2,38 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 8.795 | 1,09 | 393 | 10,73 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 7.220 | -16,47 | 322 | -15,49 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 5.150 | 0,00 | 230 | 0,88 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 4.455 | -14,93 | 199 | -13,91 | ||||
| 2026-01-13 | 13F | Stonehearth Capital Management, LLC | 41.975 | -0,17 | 1.874 | 1,08 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 249.646 | -3,30 | 11.147 | -2,10 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 455 | 20 | ||||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 5.140 | 0,00 | 230 | 1,33 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.382.602 | -7,53 | 61.733 | -6,38 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 25 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 23.755 | -41,08 | 1.061 | -40,35 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 5.800 | 259 | ||||||
| 2026-01-14 | 13F | Petros Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 4.721 | 0,45 | 211 | 1,45 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 6.792 | 43,41 | 303 | 45,67 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 124.591 | 5.563 |
