Grundlæggende statistik
| Institutionelle ejere | 252 total, 252 long only, 0 short only, 0 long/short - change of 4,56% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3575 % - change of -24,62% MRQ |
| Institutionelle aktier (lange) | 41.372.751 (ex 13D/G) - change of -2,91MM shares -6,58% MRQ |
| Institutionel værdi (lang) | $ 2.224.247 USD ($1000) |
Institutionelt ejerskab og aktionærer
Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (US:PTLC) har 252 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 41,372,751 aktier. Største aktionærer omfatter Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Sfmg, Llc, Wells Fargo & Company/mn, Raymond James Financial Inc, CFS Investment Advisory Services, LLC, Cetera Investment Advisers, Advisor Group Holdings, Inc., and UBS Group AG .
Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF (BATS:PTLC) 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 56,08 / share. Previously, on May 2, 2025, the share price was 48,66 / share. This represents an increase of 15,25% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 86.661 | 1,06 | 4.817 | 2,58 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 485 | -24,81 | 27 | -25,71 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2.461 | 137 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 1.386 | 77 | ||||||
| 2026-02-10 | 13F | Sfmg, Llc | 2.412.945 | 2,52 | 134.111 | 4,06 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 20.432 | -91,02 | 1.072 | -91,53 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 40.915 | -0,35 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 2.410 | -22,01 | 134 | -21,30 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 188.168 | 1,68 | 9.871 | -4,03 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.136 | 2.003,70 | 63 | 3.050,00 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.048 | 0,00 | 58 | 1,75 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 307.495 | 0,51 | 16.131 | -5,13 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 5.577 | -3,29 | 293 | -8,75 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 999 | 99,80 | 56 | 103,70 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 394.977 | 12,94 | 21.953 | 14,63 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 5.195 | 0,00 | 289 | 1,41 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 152.479 | 1,23 | 7.999 | -4,44 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 17.070 | 949 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 2.013 | 0,00 | 112 | 0,91 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 57.544 | 13,04 | 3.020 | 6,68 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3.829.344 | -3,53 | 212.835 | -2,08 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 13.894 | -11,94 | 772 | -10,65 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 222.333 | -0,39 | 11.658 | -6,03 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 22.979 | 2,69 | 1.277 | 4,24 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 4.666 | -99,19 | 259 | -99,12 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 325 | 0,00 | 18 | 5,88 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 33.612 | 28,70 | 1.868 | 30,63 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 20.960 | 1.165 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.000 | 0,00 | 52 | -5,45 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 19.418 | -16,99 | 1.079 | -15,70 | ||||
| 2026-02-17 | 13F | Fmr Llc | 7.950 | 0,70 | 442 | 2,08 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 6.952 | 389 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.034.155 | -0,85 | 57.478 | 0,64 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 44.846 | 1,65 | 2.353 | -4,08 | ||||
| 2026-02-04 | 13F | Pacer Advisors, Inc. | 196.938 | -13,54 | 10.946 | -12,24 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 28.921 | 0,00 | 1.517 | -5,60 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 235.001 | 0,78 | 13.061 | 2,29 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 11.465 | -0,71 | 601 | -6,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.893 | 1,45 | 676 | -4,25 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 78.303 | 4,21 | 4.352 | 5,79 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.233 | 0,00 | 346 | 1,47 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 47.523 | 2,51 | 2.641 | 4,06 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 28.491 | 4,92 | 1.495 | -0,99 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.762 | 0,00 | 431 | 1,41 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 6.543 | 343 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6.313 | 0,02 | 331 | -5,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 325.878 | -8,55 | 17.096 | -13,69 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 4.543 | 249 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 18.720 | 3,84 | 1.052 | 6,59 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 61.078 | 3.395 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 23.153 | -24,96 | 1.215 | -29,17 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 78 | 0,00 | 4 | 33,33 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 56.999 | -1,62 | 3 | -33,33 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 420 | 0,00 | 22 | -4,35 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 458.213 | 4,33 | 24.038 | -1,53 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 4.108 | 0,00 | 228 | 1,79 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 5.500 | 0,00 | 289 | -5,57 | ||||
| 2026-02-20 | 13F | Kinloch Capital, LLC | 4.732 | -0,46 | 263 | 1,15 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 152 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 8.160 | 454 | ||||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 8.700 | -86,69 | 456 | -87,44 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 14.656 | -9,00 | 769 | -14,09 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 111.348 | 0,09 | 6.189 | 1,58 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 40.524 | -2,13 | 2.252 | -0,66 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 10.993 | 0,00 | 611 | 1,50 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 9.180 | 0,00 | 510 | 1,59 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 37.073 | 0,40 | 2.061 | 1,88 | ||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 15.391 | 8,42 | 622 | -13,75 | ||||
| 2026-04-21 | 13F | SWS Partners | 5.107 | 1,05 | 268 | -5,65 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.291 | -35,26 | 330 | -38,89 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 4.999 | -2,25 | 278 | -1,07 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.837 | 41,53 | 102 | 43,66 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 150.456 | -10,18 | 8.362 | -8,83 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 337 | 0,00 | 19 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.857 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 8 | -50,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 600 | 0,00 | 31 | -6,06 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.305.729 | -9,25 | 128.152 | -7,89 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 9.718 | 540 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 758.988 | -7,26 | 40 | -13,33 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 40.814 | 5,86 | 2.141 | -0,05 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 4.565 | 254 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 560 | 0,00 | 31 | 3,33 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 42.280 | -3,22 | 2.218 | -8,65 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 6.797 | 0,19 | 357 | -5,57 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 273 | 14 | ||||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 37.403 | -1,13 | 2.079 | 0,34 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aft, Forsyth & Sober, LLC | 68.550 | 0,00 | 3.810 | 1,52 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 614.027 | -18,08 | 34.127 | -16,86 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 7.295 | 0,00 | 383 | -5,68 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 1.277 | 0,00 | 71 | 1,45 | ||||
| 2025-11-12 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 44.016 | 768,68 | 2.309 | 721,71 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 30.757 | -1,76 | 1.614 | -7,30 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 33.642 | -26,35 | 1.842 | -20,53 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 4.461 | -2,15 | 248 | -0,80 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 117 | -18,18 | 7 | -14,29 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 34.481 | -2,65 | 1.916 | -1,19 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 159 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 295 | 16 | ||||||
| 2026-01-08 | 13F | GSG Advisors LLC | 4.151 | 0,00 | 231 | 0,88 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 147.569 | 3,43 | 8.081 | 11,57 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.672 | -27,16 | 204 | -26,09 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 318 | 18 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 256.557 | 257 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 13.535 | 1 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.453.069 | 1,46 | 80.762 | 2,98 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3.161 | 0,00 | 166 | -5,71 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 32.040 | 1.712 | ||||||
| 2025-11-10 | 13F | IFS Group,LLC | 13.097 | 720 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21.441 | -3,98 | 1.125 | -9,43 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Retirement Planning Group | 6.629 | 368 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.207 | 0,00 | 67 | 1,52 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 4.804 | 2.351,02 | 269 | 2.590,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 14.840 | 4,20 | 825 | 5,78 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 10.551 | 0,00 | 586 | 1,56 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 4.371 | -7,53 | 243 | -6,20 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 82.362 | -23,42 | 4.510 | -17,37 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 11.328 | -89,51 | 630 | -89,36 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 209 | 0,00 | 11 | -9,09 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 68.266 | 4,90 | 3.794 | 6,48 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 7.335 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 25 | -99,96 | 1 | -99,97 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 5.431 | 285 | ||||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 4.168 | 234 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11.633 | 610 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 8.310 | 0,02 | 436 | -5,64 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 5.450 | 0,00 | 287 | -5,30 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.129 | 63 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 132.957 | 3,84 | 7.390 | 5,39 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 17.577 | 3,05 | 977 | 4,50 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 7.861 | 437 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 188.003 | -2,00 | 9.863 | -7,50 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 8.664 | 102,15 | 454 | 90,76 | ||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 11.894 | 0,00 | 661 | 0,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.503 | 44,16 | 195 | 45,86 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 364.187 | -7,69 | 20.242 | -6,31 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 301 | 0,00 | 16 | -6,25 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 161.048 | -0,70 | 8.951 | 0,79 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.560 | 0,00 | 82 | -5,81 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 78.056 | 1,01 | 4.338 | 2,53 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 29.914 | -7,21 | 1.663 | -5,84 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 53.541 | 16,63 | 2.976 | 18,38 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 269.820 | 0,83 | 14.997 | 2,34 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.849 | 215 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 102.312 | -2,08 | 5.687 | -0,42 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 17.018 | -12,26 | 893 | -17,18 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 112.815 | 4,04 | 6.270 | 5,61 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | Gimbal Financial | 49.660 | -1,47 | 2.719 | 6,29 | ||||
| 2026-02-13 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 659.130 | -44,67 | 36.634 | 56.260,00 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 21.351 | -2,92 | 1.120 | -8,35 | ||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 84.334 | -6,54 | 4.687 | -5,14 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 94.526 | 71,59 | 5.254 | 74,17 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 465.838 | 11,06 | 25.891 | 12,72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 20.122 | 100,88 | 1.056 | 89,75 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 12.210 | 0,00 | 641 | -5,60 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 5.027 | 0,00 | 279 | 1,45 | ||||
| 2026-02-17 | 13F | Creative Planning | 162.922 | 4,81 | 9.055 | 6,38 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6.223 | 326 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 9.290 | -0,59 | 516 | 0,98 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.784.151 | 0,04 | 321.483 | 1,53 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 151.070 | -2,70 | 8.353 | -3,69 | ||||
| 2026-02-10 | 13F | Ade, Llc | 30.114 | 0,00 | 1.674 | 1,46 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 866 | 0,46 | 45 | -4,26 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 11.850 | -1,25 | 622 | -6,76 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 84.835 | 710,58 | 4.715 | 722,86 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 76.071 | 22,31 | 4.228 | 24,17 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 218.593 | -6,70 | 12.149 | -5,30 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 7.873 | 0,00 | 413 | -5,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 28.309 | -1,80 | 1.573 | -0,32 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 3.516 | -50,00 | 195 | -49,35 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 46.256 | 1,05 | 2.427 | -4,64 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 5.718 | 4,48 | 318 | 6,02 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 19.058 | 0,00 | 1.059 | 1,53 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35.860 | -0,24 | 1.881 | -5,81 | ||||
| 2025-11-12 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 927 | -7,30 | 52 | -5,56 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 203.487 | -0,43 | 11.310 | 1,05 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.267 | -21,21 | 225 | -25,58 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 87.089 | -5,49 | 4.569 | -10,80 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 6.934 | -2,75 | 385 | -1,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.543 | 0,00 | 252 | 1,61 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 23.399 | -0,88 | 1.301 | 0,62 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.109.246 | -13,61 | 61.653 | -9,57 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 49 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 4.849 | 9,68 | 270 | 11,16 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 147.310 | 8.275 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 9.441 | 0,00 | 495 | -5,53 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 75 | 0,00 | 4 | -25,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 13.671 | -16,43 | 760 | -15,20 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 36.380 | 2,98 | 2.022 | 4,55 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 104.805 | 5.825 | ||||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 3.130 | 174 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.808.794 | -1,18 | 322.853 | 0,30 | ||||
| 2026-04-14 | 13F | Legacy Trust | 10.903 | 0,00 | 572 | -5,62 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 88.825 | -20,64 | 4.660 | -25,10 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.528 | 179,85 | 80 | 166,67 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 4.225 | 0,00 | 222 | -5,56 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 46.884 | -0,81 | 2.460 | -6,40 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 26.229 | -31,34 | 1.458 | -30,32 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 4.885 | -17,41 | 272 | -16,10 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 110 | 6 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 622.355 | -12,92 | 34.591 | -11,61 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 198.366 | -4,74 | 11.029 | -3,28 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 6.091 | 0,00 | 320 | -5,62 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 29.790 | 2,59 | 1.563 | -3,16 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 753 | 0,00 | 40 | -4,88 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 13.613 | -16,17 | 714 | -20,84 | ||||
| 2026-05-01 | 13F | Avion Wealth | 4.111 | 0,74 | 0 | |||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 42.309 | 26,20 | 2.220 | 19,11 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 4.168 | 0,00 | 228 | 8,06 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 4.800 | 270 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.788 | 251 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.450 | 0,00 | 129 | -5,88 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 10 | 1 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2.293 | -13,86 | 120 | -18,37 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 9.150 | 30,71 | 501 | 41,13 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 11.574 | -62,55 | 609 | -64,53 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 7.747 | 0,00 | 424 | 7,89 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 80.151 | 0,00 | 4.455 | 1,50 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 111.077 | -31,66 | 6.174 | -30,65 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 5.801 | 322 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 2.034.543 | -1,69 | 112.490 | -2,20 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 48.293 | -2,63 | 2.533 | -8,09 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 48.311 | -10,69 | 2.534 | -15,70 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 8.186 | 1,56 | 455 | 2,95 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 26.220 | -6,17 | 1.457 | -4,77 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 8.038 | -7,41 | 447 | -6,11 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 328 | 18 | ||||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 16.531 | -85,98 | 867 | -86,77 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 27.066 | -53,33 | 1.420 | -55,97 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 16.714 | -14,79 | 915 | -8,04 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 639 | 0,00 | 34 | -5,71 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 6.519 | 362 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 19.323 | 1.085 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 166.279 | -14,62 | 8.756 | -20,31 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 22.625 | 26,12 | 1.187 | 18,96 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13.230 | 0,65 | 696 | -4,66 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 6.694 | -19,32 | 372 | -18,06 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 394.075 | 33,73 | 21.903 | 35,73 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 276.536 | 4,30 | 15.370 | 5,85 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.050 | -6,20 | 685 | -11,51 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 4.626 | -0,02 | 257 | 1,58 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 345 | 0,00 | 18 | -5,26 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.500 | 0,00 | 79 | -6,02 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 13.742 | -11,14 | 764 | -10,13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 826 | -39,75 | 43 | -43,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 27.809 | 1.459 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 11.483 | -1,50 | 638 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.173.382 | -8,94 | 120.797 | -7,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.070 | 0,36 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 101.891 | 5.345 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.631 | 0,00 | 295 | -5,45 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 35.042 | -18,21 | 1.948 | -17,01 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 |
