Grundlæggende statistik
| Institutionelle ejere | 432 total, 431 long only, 0 short only, 1 long/short - change of 0,70% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2622 % - change of -15,24% MRQ |
| Institutionelle aktier (lange) | 12.604.439 (ex 13D/G) - change of -0,77MM shares -5,76% MRQ |
| Institutionel værdi (lang) | $ 2.513.979 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Admiral Funds - Vanguard S&P 500 Value ETF (US:VOOV) har 432 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,604,439 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Jpmorgan Chase & Co, Cetera Investment Advisers, CI Private Wealth, LLC, Raymond James Financial Inc, Ameriprise Financial Inc, and Advisor Group Holdings, Inc. .
Vanguard Admiral Funds - Vanguard S&P 500 Value ETF (ARCA:VOOV) 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 208,94 / share. Previously, on March 7, 2025, the share price was 187,69 / share. This represents an increase of 11,32% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | GenTrust, LLC | 1.090 | 0,00 | 223 | 2,76 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 38 | 8 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 9.604 | 0,34 | 1.967 | 3,04 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 68 | 14 | ||||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 3.216 | 0,53 | 659 | 3,13 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 7.506 | -49,62 | 1.538 | -48,27 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 3.460 | 0,00 | 709 | 2,61 | ||||
| 2026-02-06 | 13F/A | CapWealth Advisors, LLC | 1.789 | 0,00 | 366 | 2,81 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | Put | 2.400 | -7,69 | 492 | -5,21 | |||
| 2026-02-09 | 13F | Key FInancial Inc | 10 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 592.338 | -0,74 | 121.340 | 1,94 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 5.419 | 0,44 | 1.110 | 3,07 | ||||
| 2026-01-06 | 13F | Asset Management Advisors, LLC | 1.353 | -12,60 | 277 | -10,06 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.282 | 0,00 | 672 | 2,75 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 12.901 | 1,07 | 2.643 | 3,77 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.374 | 8,25 | 691 | 11,27 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 409 | 0,25 | 84 | 2,47 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 54 | 0,00 | 11 | 10,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.119 | 0,00 | 229 | 2,69 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 2.233 | 0,36 | 457 | 3,16 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 9.000 | 1.844 | |||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 5 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4.619 | -50,73 | 946 | -49,38 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 66 | 0,00 | 14 | 0,00 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 1.743 | -4,34 | 357 | -1,65 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 2.855 | 0,14 | 585 | 2,82 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 231 | 0,43 | 47 | 4,44 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 4.450 | 0,41 | 912 | 3,05 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 26 | 0,00 | 5 | 25,00 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 1.350 | -10,00 | 277 | -7,69 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 13.715 | 241,76 | 3 | |||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 121 | 0,83 | 25 | 4,35 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 13.582 | 2,24 | 2.782 | 5,02 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 69 | 0,00 | 14 | 7,69 | ||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 21.695 | 0,82 | 4.444 | 4,89 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 439 | -2,66 | 90 | 0,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.924 | 0,00 | 1.009 | 2,65 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 380 | 0,00 | 79 | 2,63 | ||||
| 2026-02-05 | 13F | Conning Inc. | 54.399 | 6,91 | 11.144 | 9,78 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.313 | -4,26 | 474 | -1,66 | ||||
| 2026-01-23 | 13F | Old North State Wealth Management, LLC | 1.164 | 0,52 | 238 | 3,03 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 1.530 | 0,00 | 324 | 4,87 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 3.531 | -6,24 | 723 | -3,73 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 1.012 | 0,00 | 207 | 2,99 | ||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 4.826 | 989 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 229 | 7,55 | ||||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 54.713 | 95,31 | 11.208 | 100,59 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 14.210 | 2,43 | 2.911 | 5,17 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 21 | 0,00 | 4 | 0,00 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 6.580 | -0,71 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1.520 | 0,07 | 311 | 2,98 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 15.626 | -1,39 | 3.201 | 1,27 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 2.559 | -0,16 | 524 | 2,54 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 635 | 5,83 | 130 | 9,24 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 7.400 | -27,45 | 1.516 | -25,52 | ||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 950 | 0,00 | 195 | 2,65 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 351 | 0,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 2.677 | 8,51 | 548 | 11,38 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 360.003 | 1,28 | 73.747 | 4,00 | ||||
| 2026-01-14 | 13F | Petredis Investment Advisors Llc | 122.673 | -1,07 | 25.130 | 1,60 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 4.694 | -0,99 | 962 | 1,69 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 130 | 0,00 | 27 | 4,00 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 62 | 0,00 | 13 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.817 | 1,40 | 577 | 4,15 | ||||
| 2026-01-26 | 13F | Sightline Wealth Advisors, LLC | 3.000 | 0,00 | 615 | 2,68 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 43.709 | -3,73 | 8.954 | -1,14 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1.632 | 44,42 | 334 | 48,44 | ||||
| 2026-01-27 | 13F | Lakeside Advisors, INC. | 1.614 | 331 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 103.413 | -2,33 | 21.184 | 0,30 | ||||
| 2026-02-13 | 13F | Creekside Partners | 3.625 | 0,14 | 742 | 2,77 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 1.885 | 0,00 | 386 | 2,93 | ||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 7.912 | 1.621 | ||||||
| 2026-02-10 | 13F | Garde Capital, Inc. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Truvestments Capital Llc | 2 | 0 | ||||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 7.512 | 18,58 | 1.539 | 21,77 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 63.145 | 9,76 | 12.935 | 12,72 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 388 | 0,00 | 79 | 2,60 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1.001 | 205 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 1.823 | 0,00 | 373 | 2,75 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 15.620 | -9,80 | 3.200 | -7,38 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 5.209 | 4,85 | 1.067 | 7,78 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.339 | -1,27 | 479 | 1,27 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 41.599 | 45,53 | 8.696 | 51,50 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 15.461 | 2,36 | 3.167 | 5,15 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 31.755 | 3,96 | 6.505 | 6,76 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1.350 | 0,00 | 277 | 2,60 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 1.047 | 0,00 | 214 | 2,88 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 1.880 | 0,00 | 385 | 2,67 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 11.227 | -39,40 | 2.300 | -37,78 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 31.391 | -0,06 | 6.431 | 2,63 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 507.470 | -2,99 | 103.955 | -0,37 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.038 | 0,00 | 213 | 2,42 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 147 | 0,00 | 30 | 3,45 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 1.133 | 0,00 | 232 | 3,11 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 422 | 0,00 | 86 | 2,38 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 21.104 | 34,63 | 4.323 | 38,29 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 245.062 | -29,13 | 50.201 | -27,22 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 998 | -27,84 | 204 | -25,82 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 9.090 | 0,01 | 1.862 | 2,70 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 3.751 | 0,00 | 768 | 2,67 | ||||
| 2026-01-22 | 13F | Encompass Wealth Advisors, Llc | 15.554 | 9,74 | 3.186 | 12,70 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 1.440 | 0,49 | 295 | 3,16 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 6.063 | -0,69 | 1.283 | 6,47 | ||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 1.074 | 0,00 | 215 | 5,94 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.546 | 0,00 | 522 | 2,76 | ||||
| 2026-01-13 | 13F | Roberts Wealth Advisors, LLC | 2.215 | 4,98 | 454 | 7,86 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 2.675 | 0,00 | 548 | 2,63 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 13.144 | 1,49 | 2.693 | 4,26 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Glassman Wealth Services | 3 | 0,00 | 1 | |||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 1.219 | 0,00 | 250 | 2,47 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 734 | 0,00 | 150 | 2,74 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 1.306 | 4,48 | 268 | 7,23 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 43.548 | 2,33 | 8.921 | 5,08 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 1.406 | 294 | ||||||
| 2026-02-17 | 13F | EFG International AG | 795 | 163 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 1.017 | 0,00 | 208 | 2,97 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 109 | 0,00 | 22 | 4,76 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 1.011 | -44,17 | 207 | -42,66 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 368.365 | -4,10 | 75.460 | -1,51 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 5.390 | 0,47 | 1.104 | 3,18 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 66 | 0,00 | 14 | 0,00 | ||||
| 2026-02-06 | 13F | Warner Group LLC | 1.237 | 253 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1 | -97,37 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 46.143 | 1,81 | 9.452 | 4,56 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 19.480 | -2,85 | 3.990 | -0,23 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 130 | 27 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 25.601 | 598,34 | 5.244 | 617,37 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 107 | 0 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 65.060 | -19,95 | 13.328 | -17,79 | ||||
| 2026-02-06 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 3.970 | 813 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 976 | 200 | ||||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 4.423 | 0,00 | 906 | 2,72 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 1.713 | -15,74 | 351 | -13,58 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 4.846 | -4,87 | 993 | -2,36 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Northwest Wealth Advisors, LLC | 5.144 | 1.054 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 3.550 | 0,00 | 727 | 2,68 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 583.726 | 13,87 | 119.576 | 16,95 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 28.046 | 23,79 | 5.745 | 27,13 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 111.979 | 0,70 | 23 | 0,00 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 18.599 | -14,05 | 3.810 | -11,72 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 2.527 | 3,57 | 1 | |||||
| 2026-03-04 | 13F | SHP Wealth Management | 1 | 0 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 97.017 | -8,99 | 19.874 | 94.538,10 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 54.758 | 2,74 | 11.217 | 5,51 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 4.907 | -5,27 | 953 | -7,84 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 4.247 | 0,00 | 870 | 2,60 | ||||
| 2026-01-09 | 13F | Hardin Capital Partners, LLC | 1.526 | 0,07 | 313 | 2,63 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 1.485 | 0,00 | 304 | 2,70 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 1.694 | 44,17 | 347 | 48,29 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 200 | 41 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2.294 | -5,05 | 470 | -2,49 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 12.061 | -1,11 | 2.471 | 1,56 | ||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 20.497 | 1,84 | 4.100 | 6,88 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 1.479 | -7,04 | 303 | -4,73 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 90.091 | -1,79 | 18.455 | 0,85 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 1.346 | 0,00 | 276 | 2,61 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 10 | 0,00 | 2 | 100,00 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 10 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 9.136 | -2,94 | 1.871 | -0,32 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 1.200 | 0,00 | 246 | 2,51 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 274.140 | 0,71 | 56.158 | 3,42 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 1.676 | 18,61 | 343 | 22,06 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 109 | 109,62 | 22 | 120,00 | ||||
| 2026-02-13 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 10.005 | 0,00 | 2.050 | 2,71 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 12.478 | 1.448,14 | 2.566 | 564,51 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 27.319 | -2,64 | 5.596 | 0,00 | ||||
| 2026-02-13 | 13F | Guardian Wealth Management, Inc. | 1.270 | 1,20 | 260 | 4,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 10 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 6.304 | 0,00 | 1.291 | 2,70 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 78 | 1,30 | 16 | 0,00 | ||||
| 2026-01-12 | 13F | KWB Wealth | 5.639 | -0,70 | 1.155 | 7,84 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1.224 | 0,00 | 251 | 2,46 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 6.653 | 1.363 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 630 | 16,24 | 129 | 19,44 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.278 | -0,08 | 262 | 2,35 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 6.371 | 2,21 | 1.305 | 4,99 | ||||
| 2026-01-26 | 13F | First Bancorp, Inc /ME/ | 17.497 | 8,87 | 3.584 | 11,83 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 3.731 | 13,34 | 764 | 16,46 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 42.815 | -13,83 | 8.771 | -11,50 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 1.023 | -57,30 | 210 | -56,18 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.472 | 0,07 | 301 | 2,73 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 2.052 | 420 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 37.490 | -1,92 | 7.680 | 0,72 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 66.600 | 4,61 | 13.643 | 7,43 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 26 | 5 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 9.343 | -3,61 | 1.914 | -1,03 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 3.117 | 0,00 | 639 | 2,74 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Camden Capital, LLC | 3.823 | 0,45 | 783 | 3,16 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Bluesphere Advisors, LLC | 8.212 | -2,51 | 1.682 | 0,12 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Kropog Financial Group, LLC | 2.908 | 0,38 | 596 | 3,12 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 2.425 | 0,00 | 497 | 2,69 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 985 | 202 | ||||||
| 2026-01-21 | 13F | Ohio National Investments, Inc. | 14.000 | -26,32 | 2.868 | -24,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 8.450 | -7,29 | 1.731 | -4,79 | ||||
| 2026-01-14 | 13F | Ami Investment Management Inc | 1.014 | -27,10 | 208 | -25,27 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 180 | -54,08 | 37 | -53,85 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 501 | 0,20 | 103 | 3,03 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 1.861 | -10,61 | 381 | -8,19 | ||||
| 2026-01-16 | 13F | Walker Asset Management, LLC | 2.093 | 0,00 | 429 | 2,64 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 2.098 | 0,38 | 430 | 3,13 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 75.520 | 1,62 | 15.470 | 4,36 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.820 | 0,44 | 373 | 3,05 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 4.897 | -0,02 | 1.003 | 2,77 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 622 | 0,48 | 127 | 3,25 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.149 | -7,64 | 235 | -5,24 | ||||
| 2026-01-28 | 13F | Ramiah Investment Group | 24.547 | 10,02 | 5.028 | 12,99 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 235 | 0,43 | 0 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 17.565 | -0,43 | 3.598 | 2,27 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 9.431 | 1,19 | 1.932 | 3,93 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.390 | 0,22 | 285 | 2,90 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 11.790 | -0,19 | 2.415 | 2,50 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 1.148 | 0,00 | 235 | 3,07 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 22.217 | 4.551 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 101.532 | -9,24 | 20.799 | -6,79 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 5.474 | 0,16 | 1.121 | 2,84 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 275.053 | 14,48 | 56.345 | 17,57 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.124 | 2,37 | 230 | 5,02 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 2.551 | 523 | ||||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 1.012 | 0,00 | 202 | 0,00 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 27.572 | -0,43 | 5.648 | 2,26 | ||||
| 2026-01-12 | 13F | First Bank & Trust | 45.762 | 0,00 | 9.374 | 2,70 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 1.250 | 0,00 | 256 | 2,81 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 11.067 | 0,91 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 6.214 | 0,00 | 1.273 | 2,66 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 5.706 | 20,99 | 1.169 | 24,26 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 2.143 | -1,70 | 459 | 5,53 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 1.201 | 0,00 | 246 | 2,93 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 20.925 | -1,42 | 4.286 | 1,23 | ||||
| 2026-01-07 | 13F | Innova Wealth Partners | 5.023 | 5,00 | 1.029 | 7,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 33 | 7 | ||||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 98 | -60,32 | 20 | -59,18 | ||||
| 2026-01-14 | 13F | Shulman DeMeo Asset Management LLC | 2.343 | 0,47 | 480 | 3,01 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 5.077 | 0,08 | 1.048 | 3,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 20.271 | 0,16 | 4.153 | 2,85 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1.646 | -2,55 | 337 | 0,30 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 1.257 | 4,06 | 257 | 7,08 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 1.022 | 209 | ||||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.851 | -0,12 | 1.813 | 2,60 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 19.506 | -0,67 | 3.996 | 1,99 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 5.096 | 5,03 | 1.044 | 7,53 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 8 | 2 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 2.299 | 0,00 | 471 | 2,62 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 429 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 44.736 | 27,53 | 9.164 | 29,58 | ||||
| 2026-01-29 | 13F | UBS Group AG | 663.567 | 4,33 | 135.932 | 7,15 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.294 | 265 | ||||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 305 | 0,33 | 63 | 3,33 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 9.574 | 0,00 | 1.961 | 2,72 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 153 | 0,00 | 31 | 3,33 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 326 | 65 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 30.588 | -3,11 | 6.266 | -0,49 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 29 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 1.680 | 0,00 | 344 | 2,69 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 1.682 | 1,51 | 344 | 4,24 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 1.744 | -32,17 | 357 | -30,27 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 28.024 | 8,41 | 5.741 | 11,33 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 1.352 | 0,00 | 277 | 2,60 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 34.542 | -57,76 | 7.076 | -56,62 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 27.757 | 25,41 | 5.686 | 29,52 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 1.932 | 0,47 | 396 | 3,13 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.713 | 360 | ||||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 7.793 | 0,00 | 1.596 | 2,70 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 36 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 319 | -12,84 | 65 | -9,72 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 1.812 | 0,00 | 371 | 2,77 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 19.469 | 0,09 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 2.423 | 41,61 | 496 | 45,45 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 295 | 0,00 | 60 | 3,45 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.439 | -86,07 | 501 | -85,68 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 10.918 | 14,06 | 2.237 | 17,13 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 4.810 | 0,46 | 985 | 3,14 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 3.701 | 0,24 | 764 | 3,95 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 32 | 7 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 4.057 | 3,02 | 831 | 5,86 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 6.286 | 25,95 | 1.288 | 29,35 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 81 | 0,00 | 17 | 0,00 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 74.136 | -0,86 | 15.187 | 1,82 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 1.790 | 0,45 | 367 | 3,10 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 50.167 | -17,45 | 10.277 | -15,22 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 2.500 | 0,00 | 512 | 2,81 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 25.649 | 3,17 | 5.254 | 5,95 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 29.563 | 25,36 | 6.056 | 28,74 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 250 | 0,00 | 51 | 4,08 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 2.012 | 0,00 | 412 | 2,74 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 2.640 | 0,61 | 541 | 3,25 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 6.116 | 0,00 | 1.253 | 2,70 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 1.141 | 0,44 | 234 | 3,10 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 3.508 | 39,93 | 719 | 43,60 | ||||
| 2025-11-05 | 13F | Titleist Asset Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 41 | 0,00 | 8 | 0,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 342 | 0,29 | 70 | 4,48 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.285 | -3,46 | 263 | -0,75 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 11.495 | 41,41 | 2.355 | 45,22 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 6 | 1 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 17.479 | -0,35 | 3.581 | 2,34 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 2.648 | 0,00 | 542 | 2,46 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 43.037 | -4,00 | 8.816 | -1,41 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 6.556 | -5,27 | 1.343 | -2,75 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 4.327 | 886 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 4.836 | 166,59 | 991 | 174,24 | ||||
| 2026-01-22 | 13F | Quotient Wealth Partners, LLC | 1.006 | -2,42 | 206 | 0,49 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 7.921 | 9,03 | 1.623 | 11,94 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 4.136 | 0,58 | 854 | 4,02 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 1.919 | 0,10 | 383 | 0,26 | ||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 2.033 | -15,82 | 416 | -13,51 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 3.917 | 0,26 | 802 | 2,95 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 2.617 | -0,19 | 536 | 2,49 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 30.324 | -0,60 | 6.212 | 2,09 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 233 | 0,00 | 48 | 2,17 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 8.891 | 1.821 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 22.802 | 94,09 | 4.671 | 99,32 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 4.010 | 192,06 | 1 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.333 | -27,51 | 273 | -25,41 | ||||
| 2026-02-02 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 1.609 | 0,12 | 330 | 2,81 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 3.673 | -2,26 | 752 | 0,40 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 348 | 0,29 | 71 | 2,90 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 1.164 | 238 | ||||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7.237 | -3,29 | 1.482 | -0,67 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 1.408 | 288 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 200 | 41 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 184 | 38 | ||||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 1.922 | 0,00 | 394 | 2,61 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.840.665 | -0,93 | 377.060 | 1,74 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 6.016 | 8,57 | 1.232 | 11,49 | ||||
| 2026-01-20 | 13F | Fearless Solutions, LLC dba Best Invest | 1.070 | 0,00 | 219 | 2,82 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 33.896 | -1,79 | 6.944 | 0,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.055 | -1,86 | 216 | 0,93 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.642 | 0,00 | 345 | 4,56 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.340 | 0,53 | 274 | 3,40 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 1.059 | -50,00 | 217 | -48,82 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 1.266 | 259 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.050 | -0,73 | 420 | 1,95 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 1.299 | 0,00 | 266 | 2,70 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 2.142 | 439 | ||||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 2.500 | 0,00 | 512 | 2,81 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1.116 | 2,29 | 229 | 5,07 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 97.618 | -1,88 | 19.997 | 0,77 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Fiera Capital Corp | 5.998 | 0,00 | 1.229 | 2,68 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MCF Advisors LLC | 373 | 0,00 | 76 | 2,70 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 44 | 2,33 | 9 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 427 | 0,23 | 87 | 3,57 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 6 | 1 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 757 | 0,00 | 155 | 3,33 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 1.390 | -36,41 | 285 | -34,86 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 10.264 | 0,82 | 2.103 | 3,55 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 7.505 | 0,78 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 4.733 | 5,37 | 970 | 8,15 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 34 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 2.346 | 0,34 | 480 | 3,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.640 | -3,02 | 336 | -0,59 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1.676 | -15,35 | 343 | -12,94 | ||||
| 2025-11-14 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 3.387 | 0,00 | 694 | 2,67 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 35.239 | 10,77 | 7.219 | 13,76 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 495 | 17,86 | 101 | 21,69 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.616 | 0,00 | 331 | 2,80 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 321.709 | 1,85 | 66.008 | 5,16 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 7.225 | -0,97 | 1.480 | 1,30 | ||||
| 2026-02-17 | 13F | Fmr Llc | 15.494 | 13,35 | 3.174 | 16,40 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 3.477 | -0,77 | 712 | 2,01 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 6.376 | -3,09 | 1.306 | -0,46 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 276 | 0,00 | 57 | 1,82 | ||||
| 2026-02-10 | 13F | Blueline Advisors Llc | 26 | 5 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.586 | 0,00 | 325 | 2,53 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 4.991 | -0,08 | 1.022 | 2,61 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 1.524 | 15,63 | 312 | 19,08 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 79.943 | -2,81 | 16.376 | -0,19 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 148.465 | 0,12 | 30.413 | 2,83 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 10.047 | 312,78 | 2.058 | 324,33 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 44.491 | 3,38 | 9.114 | 6,19 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 2.426 | 0,00 | 484 | 5,69 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 6.590 | 0,00 | 1.350 | 2,66 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2.473 | -7,76 | 507 | -5,24 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 100 | 0,00 | 20 | 5,26 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 4.124 | -1,03 | 845 | 1,56 | ||||
| 2026-01-27 | 13F | Stordahl Capital Management, Inc. | 238.687 | 0,37 | 48.895 | 3,08 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.129.059 | -0,83 | 231.288 | 1,84 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 4.651 | -0,39 | 963 | 2,67 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 3.364 | 0,45 | 692 | 3,29 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 1.024 | 0,39 | 210 | 2,96 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.825 | 0,11 | 374 | 2,75 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 5.294 | -1,80 | 1.084 | 0,84 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 40.290 | 35,12 | 8.253 | 38,85 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 363.936 | 13,46 | 74.552 | 16,52 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 6.090 | 0,46 | 1.248 | 3,14 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 5.759 | 1.180 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 6.638 | 30,08 | 1.290 | 26,75 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 167 | 34 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1.104 | 0,45 | 226 | 3,20 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 150 | 31 | ||||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 1.002 | 205 | ||||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 47.957 | 13,76 | 9.824 | 16,84 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.983 | 0,00 | 406 | 2,78 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 161.600 | -1,28 | 33.356 | 2,15 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 173 | 35 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 847 | 174 | ||||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 1.563 | -31,39 | 320 | -29,52 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 1.247 | 255 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 9.149 | 100,94 | 1.874 | 106,39 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.813 | -0,46 | 576 | 2,31 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.273 | 0,47 | 261 | 3,17 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 4.234 | -11,57 | 889 | -7,88 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 1.206 | -1,47 | 247 | 1,23 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 11.003 | -0,40 | 2.195 | 5,28 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 694 | -7,47 | 138 | -2,13 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.338 | 0,26 | 479 | 2,80 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 6.889 | -0,58 | 1.411 | 2,10 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 65 | 20,37 | 13 | 30,00 | ||||
| 2026-01-28 | 13F | City State Bank | 700 | 0,00 | 143 | 2,88 | ||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Lynch & Associates/in | 1.300 | 0,00 | 266 | 2,70 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 6.250 | 2,95 | 1.280 | 5,70 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 552 | 0,00 | 113 | 2,73 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 47 | 10 | ||||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 7.946 | 71,51 | 1.628 | 76,19 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 102.015 | 102 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 6.067 | 7,32 | 1.243 | 10,20 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 5.682 | 0,00 | 1.164 | 2,65 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 2.908 | 0,38 | 596 | 3,12 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 6.704 | 10,81 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2.991 | -1,25 | 613 | 1,32 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 65.783 | -0,89 | 13.476 | 1,78 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 50.360 | 1,23 | 10.316 | 3,96 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 695 | 0,14 | 142 | 2,90 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.175 | -9,06 | 237 | -2,47 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 3.494 | 6,72 | 716 | 9,49 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 144.283 | -2,78 | 29.556 | -0,16 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.708 | 12,69 | 555 | 15,66 | ||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 8.177 | 0,00 | 1.675 | 2,70 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 164.351 | 1,03 | 33.667 | 3,76 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 3.725 | 763 | ||||||
| 2026-01-29 | 13F | West Bancorporation Inc | 3.450 | 0,00 | 707 | 2,62 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 3.120 | 2,23 | 639 | 5,10 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 12.014 | 12,02 | 2.461 | 15,01 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 318 | 0,00 | 65 | 3,17 | ||||
| 2026-02-12 | 13F | Betterment LLC | 46.984 | -1,38 | 10 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 19 | 4 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 217.304 | -1,32 | 44.515 | 1,34 |
