Grundlæggende statistik
| Institutionelle ejere | 182 total, 182 long only, 0 short only, 0 long/short - change of 2,25% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2777 % - change of 5,17% MRQ |
| Institutionelle aktier (lange) | 16.491.622 (ex 13D/G) - change of -1,33MM shares -7,46% MRQ |
| Institutionel værdi (lang) | $ 792.064 USD ($1000) |
Institutionelt ejerskab og aktionærer
PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (US:SMMU) har 182 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,491,622 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Stonebridge Financial Group, LLC, Captrust Financial Advisors, Jpmorgan Chase & Co, Wealth Enhancement Advisory Services, Llc, Cwm, Llc, Cetera Investment Advisers, LPL Financial LLC, and Sagespring Wealth Partners, Llc .
PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (ARCA:SMMU) 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 6, 2026 is 50,65 / share. Previously, on March 7, 2025, the share price was 50,09 / share. This represents an increase of 1,12% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-16 | 13F | StoneCrest Wealth Management, Inc. | 26.707 | 3,85 | 1.347 | 3,54 | ||||
| 2026-01-12 | 13F | Skyline Advisors, Inc. | 22.090 | -5,58 | 1.114 | -5,92 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 15.591 | 1,83 | 786 | 1,55 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 40.028 | 0,36 | 2.019 | 0,10 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 10.645 | 18,25 | 537 | 17,80 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 700 | 0,72 | 35 | 0,00 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 14.193 | 1,91 | 716 | 1,56 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 8.029 | 405 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 26.651 | -72,68 | 1.344 | -72,75 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 37.153 | 23,84 | 1.874 | 23,47 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 29.824 | -12,59 | 1.504 | -12,81 | ||||
| 2026-01-26 | 13F | MBM Wealth Consultants, LLC | 71.459 | 11,52 | 3.604 | 11,20 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 30.026 | -21,52 | 1.514 | -21,72 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 7.074 | -1,57 | 357 | -1,93 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 11.647 | 1,03 | 587 | 0,86 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.922.726 | -20,19 | 147.393 | -20,41 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 10.809 | 0,74 | 545 | 0,55 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 31.183 | -4,31 | 1.573 | -4,61 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Capital Asset Advisory Services LLC | 145.371 | 23,63 | 7.348 | 23,58 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 64.890 | -6,80 | 3.273 | -7,02 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Davis R M Inc | 39.331 | -45,76 | 1.983 | -45,92 | ||||
| 2025-10-23 | 13F | Bridgewealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 9.399 | 475 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Certified Advisory Corp | 50.635 | 2,20 | 2.554 | 1,92 | ||||
| 2026-01-23 | 13F | Kooman & Associates | 14.191 | 7,54 | 716 | 7,20 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 271 | 1,12 | 14 | 0,00 | ||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 7.484 | -1,03 | 377 | -1,31 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 695.625 | -5,44 | 35.080 | -5,70 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 260.714 | 0,51 | 13.148 | 0,23 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 35.056 | 0,00 | 1.768 | -0,28 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 8.552 | 0,00 | 431 | -0,23 | ||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 48.327 | 20,68 | 2.437 | 20,35 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 237 | 0,00 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 100 | 5 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 891 | 45 | ||||||
| 2026-02-02 | 13F | Essex Savings Bank | 5.950 | 300 | ||||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 15.132 | 17,57 | 763 | 17,38 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 29.011 | -6,57 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 22.572 | 0,22 | 1.138 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.047.846 | 9,51 | 52.843 | 9,20 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 31.570 | 80,29 | 1.592 | 79,89 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 7.595 | 24,10 | 383 | 23,95 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 19.505 | -22,29 | 984 | -22,54 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 43.796 | 13,33 | 2.209 | 13,00 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 15.622 | -3,13 | 788 | -3,44 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 152.338 | 14,57 | 7.682 | 14,25 | ||||
| 2026-01-08 | 13F | Gradient Investments LLC | 8.650 | 6,86 | 436 | 6,60 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 4.013 | 0,00 | 203 | -0,49 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 56.387 | -10,59 | 2.844 | -10,85 | ||||
| 2025-11-04 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 34.065 | 89,46 | 1.718 | 88,89 | ||||
| 2026-01-23 | 13F | Summit Financial Consulting LLC | 14.596 | 15,18 | 736 | 15,00 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 4.913 | -61,92 | 248 | -62,12 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 514 | -30,54 | 26 | -32,43 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 23.391 | -1,65 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 5.204 | -8,41 | 262 | -8,71 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 990 | 50 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 9.495 | 92,64 | 480 | 92,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.533 | -2,09 | 783 | -2,37 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 13.875 | 1 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 7.569 | -29,51 | 382 | -29,83 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 5.223 | 263 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 56.011 | 10,39 | 2.825 | 141.100,00 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 13.184 | 0,00 | 665 | -0,30 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.752 | -79,60 | 139 | -79,77 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 692 | 11,25 | 35 | 9,68 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 5.907 | 300 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 65.041 | -11,15 | 3.280 | -11,40 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.854 | 0,73 | 497 | 0,40 | ||||
| 2026-01-12 | 13F | Private Wealth Group, LLC | 5.497 | -0,56 | 277 | -0,72 | ||||
| 2026-01-27 | 13F | Novem Group | 6.125 | 5,68 | 309 | 5,12 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 8.000 | 0,00 | 403 | -0,25 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 7.459 | -1,64 | 376 | -1,83 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 810 | 0,00 | 41 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 122.334 | 9,59 | 6.169 | 9,28 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 41.909 | 39,04 | 2.113 | 38,65 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 2.430 | 2,62 | 123 | 2,52 | ||||
| 2026-01-22 | 13F | Quotient Wealth Partners, LLC | 137.720 | -3,99 | 6.945 | -4,26 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 8.033 | 405 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 38.421 | 9,65 | 1.938 | 9,37 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 16.313 | 823 | ||||||
| 2026-01-07 | 13F | IAM Advisory, LLC | 33.619 | 3,56 | 1.695 | 3,29 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 32.001 | -8,93 | 1.614 | -9,18 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 138.186 | 2,50 | 6.969 | 2,22 | ||||
| 2026-02-06 | 13F | Sierra Ocean, Llc | 14.207 | 56,90 | 716 | 56,67 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 2.700 | 20,05 | 136 | 20,35 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 10.694 | 8,23 | 539 | 8,02 | ||||
| 2026-01-28 | 13F | G&S Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 150.020 | 10,65 | 7.565 | 10,34 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 10.487 | 2,89 | 529 | 2,52 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 4.496 | 0,42 | 227 | 0,00 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 27.152 | -3,35 | 1.369 | -3,59 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 1.063.817 | 1,21 | 53.648 | 0,93 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 36.692 | 12,97 | 1.850 | 12,67 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 5.668 | -7,85 | 286 | -8,36 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.600 | -21,21 | 131 | -21,08 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.091.756 | -0,59 | 55.057 | -0,86 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 197.288 | 67,78 | 9.949 | 67,32 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 504.530 | 9,49 | 25.443 | 9,18 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 8.281 | 0,00 | 418 | -0,24 | ||||
| 2026-02-06 | 13F | Watchman Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Elequin Capital Lp | 29.419 | 307,35 | 1.484 | 306,30 | ||||
| 2025-10-30 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5.142 | 0,00 | 259 | -0,38 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 708 | -11,28 | 36 | -12,50 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 24.608 | 0,03 | 1.241 | -0,32 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 20.241 | 33,09 | 1.021 | 32,64 | ||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 6.021 | 0,70 | 304 | 1,67 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 9.492 | 479 | ||||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 24.237 | -12,14 | 1.222 | -12,40 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 101 | -13,68 | 5 | 0,00 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 5.922 | 0,00 | 300 | 0,34 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 7.214 | -40,74 | 364 | -40,98 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 11.969 | -13,92 | 604 | -14,22 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 316.925 | 5,08 | 15.983 | 4,81 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 16.769 | -37,86 | 846 | -38,05 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 32.154 | 0,00 | 1.628 | 0,06 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 49.332 | 3,40 | 2.488 | 3,11 | ||||
| 2026-01-16 | 13F | Biltmore Wealth Management, LLC | 404.093 | 1,44 | 20.378 | 1,16 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 6.930 | 0,70 | 349 | 0,29 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 21.023 | -12,27 | 1.060 | -12,47 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 989 | 0,00 | 50 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 299.620 | 3,99 | 15.110 | 3,70 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 9.473 | 478 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 86.441 | 144,92 | 4.387 | 145,85 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 61.356 | 14,82 | 3.094 | 14,51 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 59.153 | -1,41 | 2.983 | -1,62 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 5.100 | 0,00 | 257 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 54.097 | -19,17 | 2.728 | -19,39 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 24.608 | 0,03 | 1.244 | -0,08 | ||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 36.097 | 21,70 | 1.820 | 21,41 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 6.600 | 0,00 | 0 | |||||
| 2026-01-21 | 13F/A | Main Line Retirement Advisors, LLC | 23.187 | 1.169 | ||||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 11.036 | 0,07 | 557 | -0,18 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 93.778 | 3,89 | 4.729 | 3,62 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 22.459 | 1,56 | 1.133 | 1,25 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 7.433 | 0,38 | 375 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.880 | 99,86 | 145 | 101,39 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 21.145 | 1.378,67 | 1.066 | 1.380,56 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.863 | 0,00 | 144 | 0,00 | ||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 14.109 | 0,29 | 712 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 12.912 | 0,00 | 651 | -0,15 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 2.511 | 127 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 21.454 | 279,11 | 1.082 | 278,32 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 472.897 | -15,32 | 23.848 | -15,55 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 41.508 | -10,27 | 2.093 | -10,40 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 11.501 | 582 | ||||||
| 2026-02-02 | 13F | Equitable Trust Co | 5.678 | 1,27 | 286 | 1,06 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 48.063 | -0,52 | 2.424 | -0,82 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 4.500 | 0,00 | 227 | -0,44 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 827.420 | -13,70 | 41.727 | -13,94 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 711.164 | 3,45 | 36 | 2,94 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 96.778 | 6,60 | 4.881 | 6,29 | ||||
| 2026-01-22 | 13F | CarsonAllaria Wealth Management, Ltd. | 97.107 | 7,33 | 4.897 | 7,04 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 90.860 | 2,72 | 4.582 | 2,46 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 12.295 | 14,60 | 620 | 14,39 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.443 | 0,73 | 0 | |||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 19.391 | 287,82 | 978 | 287,70 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 724.387 | -8,18 | 36.618 | -8,02 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 11.972 | -1,86 | 604 | -2,11 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 77.366 | 10,86 | 3.902 | 10,54 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 105 | 3,96 | 5 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 23.674 | 41,38 | 1.194 | 41,02 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 4.030 | 0,52 | 203 | 0,50 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 6.366 | -1,76 | 321 | -1,83 | ||||
| 2025-10-22 | 13F | Abacus Planning Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 9.089 | 458 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 4.762 | 0,17 | 240 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 8.038 | -1,70 | 405 | -1,94 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 22.262 | 5,01 | 1.125 | 4,94 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 22.533 | 0,00 | 1.136 | -0,26 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 147.634 | 633,26 | 7.445 | 631,34 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.601 | 1.094,78 | 81 | 1.233,33 | ||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 10.843 | 547 | ||||||
| 2026-01-27 | 13F | VCI Wealth Management LLC | 3.978 | 201 | ||||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 65.152 | 254,90 | 3.286 | 253,99 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 41.290 | 12,22 | 2.082 | 11,94 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 382.953 | 5,11 | 19.312 | 4,82 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 264.974 | -1,02 | 13.363 | -1,30 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 150 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 20.440 | 1.031 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 6.834 | -14,55 | 345 | -14,85 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 110 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 32.140 | 11,18 | 1.621 | 10,88 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 560 | 1,63 | 28 | 3,70 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 27.913 | 19,27 | 1.408 | 18,83 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 32.759 | 12,25 | 1.652 | 12,00 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 47.851 | -29,65 | 2.413 | -29,83 |
