Grundlæggende statistik
| Institutionelle ejere | 214 total, 214 long only, 0 short only, 0 long/short - change of 2,87% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2223 % - change of 61,40% MRQ |
| Institutionelle aktier (lange) | 31.410.107 (ex 13D/G) - change of 3,42MM shares 12,20% MRQ |
| Institutionel værdi (lang) | $ 375.157 USD ($1000) |
Institutionelt ejerskab og aktionærer
PIMCO Corporate & Income Opportunity Fund (US:PTY) har 214 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 31,410,107 aktier. Største aktionærer omfatter LPL Financial LLC, Northwestern Mutual Wealth Management Co, Morgan Stanley, XML Financial, LLC, Merrithew & Thorsten Inc, Invesco Ltd., Rivernorth Capital Management, Llc, Cetera Investment Advisers, Logan Stone Capital, LLC, and Advisor Group Holdings, Inc. .
PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) 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 13, 2026 is 12,14 / share. Previously, on April 14, 2025, the share price was 12,97 / share. This represents a decline of 6,40% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 448.922 | 38,76 | 5.791 | 23,98 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 175.846 | 0,47 | 2.268 | -10,25 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 785.844 | 10,36 | 10.137 | -1,41 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 30.626 | 4,10 | 397 | -6,59 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 627.242 | 209,61 | 8.091 | 176,62 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 134.124 | 1.730 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.739 | 1,03 | 151 | -9,58 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 348.334 | 203,39 | 4.494 | 171,15 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 65.721 | -1,33 | 848 | -11,86 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 68.645 | -1,26 | 886 | -11,76 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 46.221 | -10,35 | 604 | -14,93 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 33.455 | -3,50 | 432 | -13,80 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 31.755 | 410 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3.425 | 0,00 | 41 | -6,82 | ||||
| 2026-02-12 | 13F | Marex Group plc | 271.902 | 3.508 | ||||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 352.230 | 4,57 | 4.544 | -6,60 | ||||
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 76.906 | 163,38 | 992 | 135,63 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 28.814 | 0,29 | 372 | -10,39 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 87.347 | 374,74 | 1.127 | 324,91 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 24.357 | 314 | ||||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 11.709 | -11,34 | 0 | |||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 21.291 | -0,61 | 275 | -11,33 | ||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 214 | 2,39 | 3 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.588.133 | 10,16 | 33.387 | -1,59 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 99.000 | 0,00 | 1.277 | -10,64 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 29.069 | -9,35 | 375 | -19,22 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 1.596.655 | 3,45 | 20.597 | -7,58 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 48.066 | 61,81 | 620 | 44,86 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 11.815 | -25,55 | 152 | -33,62 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 5.414 | -23,24 | 70 | -31,68 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 15.000 | 0,00 | 194 | -10,65 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 498.639 | 1,57 | 6 | -14,29 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 25.390 | 328 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Arlington Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Red Door Wealth Management, LLC | 30.118 | 0,00 | 389 | -10,60 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 2.200 | 0,00 | 28 | -9,68 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 745 | 0,00 | 9 | -11,11 | ||||
| 2026-02-04 | 13F | Nwam Llc | 42.215 | 3,06 | 552 | 1,47 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 6.355 | 76,33 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 31.652 | 29,38 | 0 | |||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 97.411 | 13,97 | 1.257 | 1,78 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 226 | 0,00 | 3 | -33,33 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.515 | 2,78 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.120.420 | 3,79 | 14.453 | -7,28 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 19.253 | 3,25 | 248 | -7,81 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 261.606 | 16,86 | 3.155 | 9,25 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 4.481 | -11,79 | 58 | -21,92 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 752 | 10 | ||||||
| 2026-02-09 | 13F | Ghe, Llc | 55.450 | 7,77 | 715 | -3,64 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 74.337 | 10,67 | 1 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 20.325 | 263 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 88.316 | 1.139 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 36.162 | -31,95 | 466 | -39,24 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 6.000 | 0,00 | 77 | -9,41 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 79.863 | -59,02 | 1.030 | -63,40 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 449.144 | 7,69 | 5.794 | -3,80 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 13.160 | 170 | ||||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 25.443 | 0,94 | 370 | 4,82 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 19.400 | -15,28 | 250 | -24,24 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 29.828 | 0,00 | 385 | -10,70 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 200 | 0,00 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 98 | -93,13 | 1 | -95,00 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 25 | -99,79 | 0 | -100,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 32.039 | 1,31 | 413 | -9,43 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 500 | 0,00 | 6 | -14,29 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 22.815 | 0 | -100,00 | |||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 10.200 | 0,00 | 132 | -10,88 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 496.061 | -22,89 | 6.399 | 71.000,00 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 19.435 | 0,99 | 251 | -9,75 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 73.662 | -23,09 | 950 | -31,31 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 3.783 | 0,00 | 49 | -11,11 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 16.996 | 2,60 | 219 | -8,37 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 15.317 | 198 | ||||||
| 2026-01-26 | 13F | Main Street Group, LTD | 43.078 | 28,49 | 556 | 14,67 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 62 | 1 | ||||||
| 2025-10-22 | 13F | Gries Financial Llc | 17.167 | 248 | ||||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 656 | -94,56 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 8.950 | 0,00 | 115 | -10,85 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 188.614 | -66,08 | 2.433 | -69,70 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 23.479 | 37,56 | 303 | 22,76 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 10.896 | 131 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 7.672 | -48,06 | 99 | -53,99 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 64.830 | -1,37 | 836 | -11,91 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 45.064 | 87,67 | 581 | 67,92 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 12.463 | 161 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.500 | 0,00 | 30 | -6,25 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 1.300 | 2,60 | 17 | -11,11 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.656.538 | -4,26 | 34.269 | -14,47 | ||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | AG Asset Advisory, LLC | 20.956 | 270 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 15.155 | -1,31 | 196 | -11,76 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 3.200 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 54.789 | -62,46 | 716 | -64,29 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 23.113 | 0,00 | 298 | -10,51 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 169.052 | 3,67 | 2.181 | -7,39 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 151 | 0,00 | 2 | -50,00 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 19.622 | -51,99 | 253 | -57,12 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 351.571 | -47,13 | 4.535 | -52,77 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 300 | 0,00 | 4 | -25,00 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 16.669 | 0,30 | 215 | -10,04 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 62.526 | -0,19 | 807 | -10,84 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 6.109 | 0,00 | 79 | -11,36 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.694 | 0,00 | 35 | -10,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.576 | 47,93 | 239 | 40,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 3.025 | 0,00 | 36 | -7,69 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 62.580 | -4,09 | 807 | -14,33 | ||||
| 2026-02-27 | 13F | Instrumental Wealth, Llc | 13.292 | -0,33 | 171 | -6,59 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 1.206 | -29,60 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 98.400 | 0,00 | 1.269 | -10,63 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.516.693 | -2,99 | 32.465 | -13,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 17.565 | 2,85 | 227 | -8,13 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 25.688 | 331 | ||||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 17.458 | 0,00 | 225 | -10,71 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 45.272 | 18,63 | 584 | 5,99 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 3.256 | 42 | ||||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Rivernorth Capital Management, Llc | 1.242.310 | 16.026 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 46.513 | 8,51 | 600 | -2,91 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 500 | -28,57 | 6 | -40,00 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 83.773 | 1.081 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 76.463 | -29,33 | 986 | -36,88 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 97.207 | 36,63 | 1.254 | 22,01 | ||||
| 2025-11-13 | 13F | Rathbone Brothers plc | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 22.900 | 0,00 | 331 | 3,77 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 504.396 | 0,36 | 6.083 | -6,17 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 37.395 | 9,68 | 482 | -2,03 | ||||
| 2026-02-17 | 13F | Creative Planning | 24.341 | 40,12 | 314 | 25,20 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 8.100 | -51,79 | 104 | -57,02 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.500 | 19 | ||||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 1.342 | 61,30 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 900 | -30,77 | 11 | -37,50 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33.070 | 0,00 | 399 | -6,57 | ||||
| 2025-11-14 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.500 | 0,00 | 19 | -9,52 | ||||
| 2026-02-05 | 13F | GSB Wealth Management, LLC | 16.455 | -19,65 | 212 | -28,14 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 816.477 | 5,81 | 10.533 | -4,62 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 17.950 | -2,95 | 232 | -13,48 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 200 | 2 | ||||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 17.995 | -21,38 | 235 | -29,43 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Coastline Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 2.090 | 27 | ||||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 13.074 | 169 | ||||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 23.656 | 2,68 | 285 | -4,04 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 35.803 | -18,38 | 462 | -27,17 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 10.537 | 127 | ||||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 40.936 | 528 | ||||||
| 2026-02-17 | 13F | Nomura Holdings Inc | 19.800 | 255 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 13.503 | 13,28 | 174 | 1,16 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 602 | 0,00 | 8 | -12,50 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 14.064 | -26,59 | 181 | -34,42 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 20.305 | 1,23 | 262 | -9,69 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10.828 | 0,00 | 131 | -6,47 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Presper Financial Architects, LLC | 45.638 | -18,45 | 589 | -27,23 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 7.300 | 94 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 700 | 0,00 | 10 | 11,11 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 10.274 | 117 | ||||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 30.371 | -6,13 | 392 | -16,27 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 781.203 | 8,95 | 10.078 | -2,68 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 197.950 | -0,05 | 2.858 | 3,78 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 29.354 | 0,90 | 379 | -10,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 584.292 | -25,84 | 7.537 | -33,75 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 850 | 0,00 | 11 | -16,67 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 4.298 | 56 | ||||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 55.818 | 720 | ||||||
| 2026-02-12 | 13F | Mindset Wealth Management, Llc | 26.785 | -48,28 | 346 | -53,82 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 62.138 | 60,53 | 757 | 48,24 | ||||
| 2026-01-14 | 13F | Elevatus Welath Management | 10.131 | 131 | ||||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 36.325 | -7,86 | 469 | -17,75 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 22.000 | 0,00 | 284 | -10,73 | ||||
| 2026-01-21 | 13F | C2C Wealth Management, LLC | 94.700 | 8,11 | 1.222 | -3,40 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 27.245 | -5,39 | 351 | -15,42 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 300 | 0,00 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.662 | 68 | ||||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 700 | 9 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 700 | 0,00 | 9 | -10,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 24.429 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 196.055 | 95,24 | 2.529 | 74,41 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 86.606 | -3,51 | 1.117 | -13,81 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 16.745 | 0,00 | 216 | -10,37 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.920 | 0,00 | 25 | -11,11 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 89.228 | 0,56 | 1.153 | -10,07 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 23.079 | 1,13 | 0 | |||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 949.085 | 12.243 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 436 | 6 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 349.786 | 25,51 | 4.218 | 17,33 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.324.697 | 6,77 | 17.089 | -4,62 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 21.448 | -9,75 | 277 | -19,53 | ||||
| 2026-02-13 | 13F | Barclays Plc | 20.850 | 269 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 584.073 | 15,56 | 7.535 | 3,25 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 65.285 | -31,36 | 842 | -38,67 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 22.575 | 23 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 88.202 | 7,81 | 1.138 | -3,73 | ||||
| 2025-11-14 | 13F | SWAN Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.800 | 0,00 | 22 | -8,70 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 17.847 | 0,00 | 215 | -6,52 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 160.030 | -3,84 | 1.930 | -10,11 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 44.452 | 55,16 | 536 | 45,26 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 13.502 | 7,74 | 174 | -3,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 71.717 | -0,77 | 925 | -11,31 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 59.950 | 773 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 179.735 | -1,51 | 2.319 | -12,03 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.600 | 0,00 | 21 | -13,04 | ||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 40.108 | 517 | ||||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 410.695 | 88,43 | 5.298 | 68,32 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 126.081 | 2,78 | 1.521 | -3,92 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 630.874 | 6,94 | 8.138 | -4,46 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 3.000 | 0,00 | 39 | -11,63 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 649 | 8 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 65.947 | 20,03 | 851 | 7,19 | ||||
| 2026-02-03 | 13F | Cresta Advisors, Ltd. | 4.000 | 52 | ||||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 26.539 | -4,59 | 342 | -14,71 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 14.129 | 33,19 | 182 | 18,95 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 5.010 | 65 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 383 | 0,00 | 5 | -20,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 850 | 0,00 | 11 | -16,67 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 10.029 | 0,08 | 129 | -7,19 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Landscape Capital Management, L.l.c. | 85.254 | 1.100 | ||||||
| 2026-01-26 | 13F | Zullo Investment Group, Inc. | 140.028 | -12,69 | 1.806 | -21,99 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 87.010 | -23,78 | 1.122 | -31,92 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 1.527.984 | 20 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 61.981 | -1,46 | 800 | -12,00 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 0 | -100,00 | 0 |
