Grundlæggende statistik
| Institutionelle ejere | 255 total, 255 long only, 0 short only, 0 long/short - change of 7,11% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3575 % - change of 8,54% MRQ |
| Institutionelle aktier (lange) | 21.572.398 (ex 13D/G) - change of 0,71MM shares 3,42% MRQ |
| Institutionel værdi (lang) | $ 906.567 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January (US:PJAN) har 255 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,572,398 aktier. Største aktionærer omfatter Alliancebernstein L.p., Steward Partners Investment Advisory, Llc, Penserra Capital Management LLC, Advisor Group Holdings, Inc., LPL Financial LLC, Commonwealth Equity Services, Llc, Colony Group, LLC, Raymond James Financial Inc, Mutual Advisors, LLC, and Blair William & Co/il .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January (BATS:PJAN) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 14, 2026 is 47,72 / share. Previously, on April 15, 2025, the share price was 40,52 / share. This represents an increase of 17,77% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.160 | 102 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 7.000 | 0,00 | 329 | 2,81 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | City Holding Co | 59.720 | -6,18 | 2.808 | -3,64 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 34.678 | 29,77 | 1.600 | 27,31 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 13.348 | 0,00 | 628 | 2,62 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4.589 | 0,00 | 216 | 2,38 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 384.166 | -5,31 | 17.722 | -7,10 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 12.513 | 0,00 | 588 | 2,62 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 14.164 | -2,00 | 666 | 0,61 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 6.011 | 0,00 | 285 | 2,53 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 123.710 | -24,32 | 6 | -99,93 | ||||
| 2025-10-20 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 336.779 | -3,94 | 15.835 | -1,37 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 16.916 | 5.814,69 | 504 | 3.776,92 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 120 | 6 | ||||||
| 2026-02-03 | 13F | Encompass More Asset Management | 44.948 | 0,32 | 2.113 | 3,02 | ||||
| 2025-11-12 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 10.205 | 480 | ||||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 4.364 | 205 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 34.004 | -0,34 | 1.599 | 2,30 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 274.247 | 9,15 | 13 | 9,09 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 32.545 | -5,29 | 1.530 | -2,73 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 16.759 | 788 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 50.888 | -12,38 | 2.393 | -10,04 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 885.169 | -8,27 | 41.621 | -5,24 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 4.304 | 202 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 326 | 0,00 | 15 | 7,14 | ||||
| 2026-02-12 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 160.745 | 0,77 | 7.558 | 3,46 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 40.795 | 1,87 | 1.918 | 4,64 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 4.196 | 6,42 | 197 | 9,44 | ||||
| 2025-11-06 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 7.782 | 0,00 | 366 | 2,53 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 42.605 | -3,81 | 2.003 | -1,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.128 | 100 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 4.761 | 0,11 | 224 | 2,76 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 4.900 | -14,40 | 230 | -12,21 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 146.765 | 2,06 | 6.770 | 0,13 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 13.483 | 150,01 | 622 | 145,45 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 71.603 | 13,69 | 3.367 | 16,71 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 12.613 | 593 | ||||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 7.834 | 368 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5.931 | 0,00 | 274 | -1,80 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 10.932 | -26,70 | 514 | -24,74 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 30.571 | 0,82 | 1.437 | 3,53 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 42.355 | 1.992 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 79.259 | 3.727 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 3.873.710 | 2,49 | 182.142 | 5,23 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.064 | -2,18 | 879 | -4,04 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 75.612 | 5,16 | 3.488 | 3,17 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 94 | 3,30 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4.767 | -38,70 | 224 | -37,08 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 37.495 | -36,64 | 2 | -50,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 860 | 93,26 | 40 | 100,00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 104.059 | 79,41 | 4.893 | 84,19 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 20.906 | 0,00 | 983 | 2,72 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 81.127 | -5,18 | 3.815 | -2,63 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 319 | 15 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 20.518 | -3,63 | 964 | -1,13 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 8.072 | -22,18 | 382 | -19,62 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 4.905 | -3,44 | 231 | -0,86 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 10 | |||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 137.939 | 0,03 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 11.024 | -87,23 | 509 | -87,48 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 5.715 | -15,63 | 269 | -13,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 319 | 0,00 | 15 | 0,00 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.270 | 20,87 | 483 | 23,91 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 28.131 | 0,00 | 1.323 | 2,64 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 135.612 | -44,63 | 6.376 | -43,15 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 31.660 | 1.489 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 31.885 | 0,00 | 1.499 | 2,67 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 2.366 | 111 | ||||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 20.713 | 0,00 | 949 | 3,95 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Blue Water Asset Management | 129.975 | 6.111 | ||||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 8.204 | 386 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 6.600 | -1,27 | 310 | 1,31 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 2.872 | 0,00 | 132 | -2,22 | ||||
| 2026-01-20 | 13F | Element Squared LLC | 68.553 | -57,31 | 3.223 | -56,17 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 62.722 | -17,04 | 2.949 | -14,82 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 4.798 | 226 | ||||||
| 2026-02-10 | 13F | Weaver Consulting Group | 25.055 | -0,43 | 1.178 | 2,26 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 14.041 | 0,00 | 648 | -1,97 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.000 | 46 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 5.505 | 0,00 | 259 | 2,38 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.267 | -0,08 | 295 | 2,44 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 14.100 | 0,00 | 663 | 2,64 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 5.398 | 0,00 | 254 | 2,43 | ||||
| 2026-01-14 | 13F | First City Capital Management, Inc. | 28.820 | 6,62 | 1.355 | 9,54 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 13.586 | -44,26 | 632 | -45,13 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 12.398 | -5,88 | 583 | -3,48 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 304 | 0,00 | 14 | 7,69 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 105.328 | -0,14 | 4.953 | 2,53 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 41.925 | -13,16 | 1.971 | -10,81 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 20.451 | 0,00 | 962 | 2,67 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 11.626 | -2,83 | 547 | -0,18 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7.966 | 38,83 | 375 | 42,75 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 37.332 | -2,20 | 1.755 | 0,46 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 6.376 | 19,42 | 300 | 22,54 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 131.736 | -0,97 | 6.194 | 1,69 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 52.110 | -0,02 | 2.450 | 2,68 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 390 | -76,22 | 18 | -76,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 9.793 | 29,86 | 460 | 33,33 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 252 | -87,43 | 12 | -86,96 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 106.515 | 7,19 | 4.914 | 5,16 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 57.999 | 2.727 | ||||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 22.529 | -3,35 | 1.059 | -0,75 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 5.772 | 0,00 | 271 | 2,65 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 7.704 | 355 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 10.984 | -51,02 | 516 | -49,76 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 4.309 | 0,00 | 203 | 2,54 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 46.720 | 2,19 | 2.197 | 4,92 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 14.593 | 185,52 | 686 | 193,16 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 7.924 | 0,00 | 373 | 2,76 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 419.512 | -2,90 | 19.725 | -0,81 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 80.660 | 0,00 | 3.793 | 2,68 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 9.987 | 0,00 | 470 | 2,63 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 7.862 | 370 | ||||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 8.400 | 385 | ||||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 14.475 | 21,89 | 668 | 19,53 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 12.993 | -0,82 | 611 | 1,84 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 9.276 | 0,00 | 440 | 2,81 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.680 | -29,71 | 77 | -31,25 | ||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 33.172 | -89,47 | 1.560 | -89,19 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 6.126 | 283 | ||||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 35.850 | -5,77 | 1.686 | -3,27 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 28.017 | 14,05 | 1.292 | 11,86 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 3 | 0,00 | 0 | |||||
| 2025-12-02 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 403 | -65,79 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 87.525 | 4.115 | ||||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 49.418 | 62,58 | 2.324 | 67,00 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 300 | 14 | ||||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 5.715 | 0,00 | 269 | 2,68 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 21.951 | 0,00 | 1.032 | 2,69 | ||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 29.516 | -36,17 | 1.388 | -34,48 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5.077 | 1,10 | 236 | 0,00 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 18.489 | -1,50 | 869 | 1,16 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 19.130 | -62,63 | 899 | -61,63 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 5.484 | -0,58 | 253 | -2,70 | ||||
| 2025-10-30 | 13F | 3EDGE Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.947 | 782 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 71.499 | -0,17 | 3.362 | 2,50 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 14.505 | 15,73 | 682 | 19,02 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 146.891 | 6.907 | ||||||
| 2026-01-20 | 13F | Ascent Group, LLC | 4.607 | -0,09 | 217 | 2,37 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 44.492 | 1,33 | 2.052 | -0,58 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 181.391 | -5,41 | 8.529 | -2,88 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 58.531 | -8,60 | 2.752 | -6,14 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 13.732 | 646 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 33.688 | 0,07 | 1.558 | -1,58 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.582 | 0,00 | 262 | 2,75 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 4.451 | 209 | ||||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 70.907 | 149,79 | 3.334 | 156,66 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 397.178 | 15,75 | 18.675 | 18,85 | ||||
| 2025-10-23 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 235.174 | -2,98 | 11.058 | -0,39 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 8.528 | 401 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8.775 | 0,00 | 405 | -1,94 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 21.683 | -2,68 | 1.020 | -0,10 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 438.305 | -8,57 | 20.609 | -6,12 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.163 | -11,26 | 1.653 | -8,88 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 17.290 | -12,48 | 813 | -10,18 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 60.583 | 17,08 | 2.849 | 20,22 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 40.065 | -18,44 | 1.884 | -16,27 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 58.952 | 16,45 | 2.772 | 19,54 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 292.617 | 8,79 | 13.759 | 11,70 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 6.819 | 0,00 | 321 | 2,56 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 14.220 | -34,17 | 665 | -32,56 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 12.746 | 0,00 | 599 | 2,74 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 14.932 | -5,24 | 702 | -2,64 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 37.556 | 1.766 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 17.768 | 101,04 | 835 | 106,68 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 4.265 | 201 | ||||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 65.611 | 3 | ||||||
| 2026-03-17 | 13F | Forty-three Eighteen Advisors, LLC | 138.248 | 6.500 | ||||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 83.386 | 3.921 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 16.325 | 2,68 | 753 | 0,80 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 143.013 | -11,13 | 6.724 | -8,75 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.500 | 0,00 | 118 | 2,63 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 7.299 | 0,00 | 343 | 2,69 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 31.712 | 0,00 | 1.469 | -1,81 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 17.659 | 0,00 | 830 | 2,72 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 66.101 | 13,04 | 3.108 | 16,06 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 6.796 | -25,68 | 320 | -23,68 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 16.107 | 0,60 | 743 | -1,20 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 25.469 | 0,00 | 1.198 | 2,66 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 53.860 | 125,38 | 2.532 | 131,44 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 546.428 | 0,21 | 25.693 | 106.954,17 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 26.008 | 40,16 | 1.200 | 37,50 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 394.834 | 3,87 | 18.565 | 6,65 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 834.395 | 17,96 | 39.233 | 21,11 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 5.583 | -45,31 | 265 | -43,01 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 320.900 | 193,79 | 14.864 | 187,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.497 | 0,00 | 400 | 2,57 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 9.879 | 0,00 | 465 | 2,65 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 66.310 | -4,36 | 3.118 | -1,80 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 213.225 | 6,86 | 10.026 | 9,71 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 109.063 | 21,54 | 5.128 | 24,80 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 275.053 | 4,07 | 12.933 | 6,85 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 5.079 | 4,25 | 239 | 6,73 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 46.581 | 1,35 | 2.193 | 4,23 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 59.044 | 16,36 | 2.776 | 19,50 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 6.407 | -1,76 | 301 | 1,01 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 8.431 | -0,43 | 396 | 2,33 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 7.389 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 105.241 | 6,57 | 4.948 | 9,42 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 40.023 | 6,90 | 1.882 | 9,74 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 12.086 | 8,53 | 558 | 6,50 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.623.085 | 1.235,58 | 76.317 | 1.271,37 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 3.893 | 556,49 | 183 | 577,78 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 10.792 | 507 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 12.345 | 47,30 | 580 | 51,44 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 9.162 | 0,00 | 431 | 2,63 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 14.224 | 0,00 | 673 | 2,44 | ||||
| 2026-02-10 | 13F | Corrado Advisors, Llc | 51.981 | 7,31 | 2.444 | 10,19 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 10.572 | -88,79 | 497 | -88,49 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 55.183 | 0,44 | 2.595 | 3,10 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 22.751 | 0,00 | 1.070 | 2,69 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 5.650 | 0,00 | 266 | 2,71 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 122.471 | 0,00 | 5.759 | 2,67 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 31.965 | 0,00 | 1.503 | 2,67 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 12.112 | 29,33 | 570 | 32,94 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 11.872 | -0,29 | 558 | 2,39 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.432 | 0,00 | 389 | -2,02 | ||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 123.552 | 5.809 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 45.551 | -3,64 | 2.142 | -1,06 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 53.447 | 21,56 | 2.513 | 24,84 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 11.768 | -1,06 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 385 | 18 | ||||||
| 2026-01-15 | 13F | Range Financial Group LLC | 146.440 | -5,97 | 6.886 | -3,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.421 | 0,00 | 158 | -1,87 | ||||
| 2026-01-30 | 13F | Pacific Park Financial, Inc. | 33.949 | 1.596 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 46.795 | 317,18 | 341 | -33,72 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 68.287 | -6,38 | 3.211 | -3,89 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 20.418 | 1,47 | 960 | 4,23 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 12.530 | -20,85 | 589 | -18,65 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 9.758 | -9,30 | 459 | -6,91 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 5.936 | -18,20 | 279 | -17,01 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 565 | 27 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.389 | 65 | ||||||
| 2025-11-19 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 119.887 | 7,76 | 5.530 | 5,72 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 12.475 | 0,00 | 587 | 2,63 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 499.828 | 1.350,88 | 23.502 | 1.390,23 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 3.547 | 0,00 | 167 | 2,47 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 36.770 | -0,04 | 1.729 | 2,61 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 12.431 | 0,00 | 585 | 2,64 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 33.493 | 4,44 | 1.545 | 2,52 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 36.956 | 0,24 | 1.738 | 2,90 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 7.208 | -8,52 | 339 | -6,11 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 10.774 | -5,88 | 507 | -3,44 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 121.833 | -1,72 | 5.729 | 0,92 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 1.329.811 | -1,98 | 63 | 0,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 228.188 | 1,91 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.932 | 0,00 | 91 | 2,27 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 160 | 8 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 2.351 | 111 | ||||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 394.307 | -0,02 | 18.540 | 2,65 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13.229 | 610 | ||||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 5.700 | 0,00 | 268 | 2,68 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 21.400 | -0,40 | 1.006 | 2,34 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 17.933 | 0,00 | 843 | 2,68 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 106.099 | 13,67 | 4.989 | 16,71 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 37.529 | 497,31 | 1.765 | 514,63 |
