Grundlæggende statistik
| Institutionelle ejere | 209 total, 209 long only, 0 short only, 0 long/short - change of 8,25% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4882 % - change of -11,93% MRQ |
| Institutionelle aktier (lange) | 18.417.210 (ex 13D/G) - change of 1,46MM shares 8,63% MRQ |
| Institutionel værdi (lang) | $ 1.682.106 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. Value Fund (US:WTV) har 209 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,417,210 aktier. Største aktionærer omfatter LPL Financial LLC, Envestnet Asset Management Inc, Raymond James Financial Inc, Morgan Stanley, Advisor Group Holdings, Inc., HighTower Advisors, LLC, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, Stifel Financial Corp, and Lido Advisors, LLC .
WisdomTree Trust - WisdomTree U.S. Value Fund (ARCA:WTV) 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 27, 2026 is 98,04 / share. Previously, on April 28, 2025, the share price was 79,12 / share. This represents an increase of 23,91% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-15 | 13F | Santori & Peters, Inc. | 29.047 | 0,86 | 2.710 | 3,40 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 180 | 150,00 | 17 | 166,67 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 3.856 | 382 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.673 | -9,67 | 1.276 | -7,41 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 93 | 6 | ||||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.017 | 95 | ||||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 184.607 | -5,92 | 17.488 | -4,48 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 9.534 | 16,00 | 903 | 17,89 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.322.128 | 43,75 | 123.355 | 47,37 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 4.546 | 424 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 229 | 21 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2.426 | 12,11 | 230 | 13,93 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 5.998 | 560 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 22.226 | 78,32 | 2.166 | 86,32 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3.370 | 31,13 | 319 | 33,47 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Optima Capital Llc | 37.994 | -31,36 | 3.545 | -29,64 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 64.791 | 6.138 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.496.399 | 6,65 | 139.614 | 9,34 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 312.199 | -0,17 | 28.413 | -0,17 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 42 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 3.287 | 0 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 2.855 | 0,46 | 270 | 1,89 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 222.633 | -0,55 | 20.772 | 1,95 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 3.614 | -0,50 | 337 | 2,12 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 3.596 | 27,56 | 341 | 29,28 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 102.622 | -0,73 | 9.575 | 1,76 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 142.320 | 3,83 | 13.278 | 6,45 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 150 | 14 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.793 | 21,78 | 1.194 | 24,79 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 29.880 | 11,52 | 2.831 | 13,25 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 3.107 | 294 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 131.725 | -0,74 | 12.290 | 1,76 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 15.749 | 50,46 | 1.469 | 54,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 7.411 | -0,31 | 702 | 1,30 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 9.565 | 32,87 | 892 | 36,18 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.682 | -14,15 | 250 | -11,97 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 16.113 | 1.504 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.317 | -16,50 | 216 | -13,94 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 204.293 | -13,62 | 19.353 | -12,29 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1 | -50,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 196.113 | 7,86 | 18.297 | 114.256,25 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.520 | 0,00 | 239 | 1,28 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 197.770 | 1,85 | 18.735 | 3,41 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 24.445 | 19,74 | 2.281 | 22,78 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 30.860 | 2.879 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 63.729 | 44,88 | 5.946 | 48,51 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 3.683 | 172,61 | 344 | 178,86 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.825 | 201,61 | 836 | 206,23 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 86.556 | 3,81 | 8.076 | 6,42 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 131 | 5,65 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 8.002 | 62,08 | 747 | 66,15 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 15.114 | -1,16 | 1.432 | 0,35 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 221.641 | 8,07 | 20.996 | 9,73 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 214.778 | -7,92 | 20 | -4,76 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.043 | 4,75 | 288 | 6,27 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 167.677 | 15.644 | ||||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 10.663 | 2,31 | 995 | 4,85 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 29.455 | -14,81 | 2.748 | -12,65 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.925 | 4,97 | 1 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 173 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.646 | -23,62 | 724 | -22,40 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.218 | -97,43 | 114 | -97,38 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 9.510 | 0,00 | 901 | 1,47 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 36.898 | -5,40 | 3.443 | -3,01 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.770 | -35,26 | 165 | -33,47 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.541 | 0,99 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 119.111 | -2,62 | 11.113 | -0,16 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.254.143 | 1,33 | 117.014 | 3,97 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 49.096 | 0,26 | 4.581 | 2,78 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 8 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 2.182 | 204 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 28.151 | -3,51 | 2.667 | -2,06 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 164 | 0,00 | 16 | 0,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 54.910 | 5.123 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 978 | 0,00 | 91 | 2,25 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 315 | -22,98 | 30 | -23,68 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 3.281 | 0,12 | 306 | 2,68 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 805 | 42,73 | 75 | 47,06 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 332.109 | 8,59 | 30.986 | 11,32 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 8.110 | 39,59 | 757 | 43,18 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.556.543 | 11,40 | 238.525 | 14,21 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.944 | 279 | ||||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 119.177 | -0,23 | 11.793 | 3,49 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 54.785 | -3,53 | 5.111 | -1,10 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 5.050 | 3,06 | 471 | 5,84 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2.817 | 267 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 6.831 | 40,93 | 657 | 50,34 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 3.918 | 0,00 | 382 | 1,33 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 3.376 | 320 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.201.494 | 3,83 | 112.099 | 6,44 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 252 | 0,00 | 24 | 4,55 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 81 | 0,00 | 8 | 0,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 9.596 | 2,10 | 909 | 3,77 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.906 | 9,29 | 559 | 10,26 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 2.734 | 5,60 | 255 | 8,51 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2.852 | 266 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.182 | 301 | ||||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 147.976 | 29,88 | 14.018 | 31,86 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 13.815 | -10,76 | 1.289 | -8,52 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.894.544 | 0,13 | 176.761 | 2,65 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 504 | 47 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 25.744 | 100,83 | 2.439 | 104,02 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 122.680 | 7,11 | 11.446 | 9,81 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 819 | -68,99 | 77 | -68,70 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 2.561 | 239 | ||||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 77.459 | -8,84 | 7.227 | -6,54 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 4.621 | 5,89 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 18.443 | 2,47 | 1.721 | 5,01 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 36.054 | 0,50 | 3.364 | 3,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40.978 | 15,14 | 3.882 | 16,90 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 2.939 | -10,83 | 274 | -8,36 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 850 | 0,00 | 79 | 2,60 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 85.401 | 1,87 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 65.212 | -5,27 | 6.084 | -2,89 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 5.231 | -4,91 | 496 | -3,51 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 59.668 | -8,47 | 5.567 | -6,15 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 90.429 | 8,10 | 8.566 | 9,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.506 | 2,34 | 5.069 | 3,90 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 600 | 200,00 | 56 | 205,56 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 2.630 | 0,00 | 245 | 2,51 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 150.451 | -0,57 | 14.100 | 2,39 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 4.846 | 452 | ||||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 118.814 | 10,27 | 11.085 | 13,04 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 28.266 | 19,44 | 2.678 | 21,24 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 8.642 | 806 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 168.051 | 12,31 | 15.919 | 14,03 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 30.493 | 53,49 | 2.845 | 57,30 | ||||
| 2026-02-24 | 13F | Anderson Financial Strategies, LLC | 222.510 | 0,55 | 20.760 | 3,09 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 4.885 | 0,00 | 456 | 2,48 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 3.774 | 343 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 29.703 | 53,50 | 2.771 | 57,35 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 40.654 | 8,79 | 3.793 | 11,56 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9.270 | -12,35 | 878 | -10,95 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 4.654 | -30,66 | 440 | -29,87 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 360.777 | 10,42 | 33.660 | 13,19 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 139.687 | 4,22 | 13.033 | 6,84 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 6.361 | 20,75 | 593 | 23,80 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 14.772 | 22,83 | 1.378 | 25,96 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 93.276 | 5,40 | 8.703 | 8,05 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 4.739 | -55,81 | 442 | -54,71 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 9.703 | 905 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 20.095 | 8,36 | 1.938 | 11,97 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 11.517 | -0,23 | 1.091 | 1,21 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 3.033 | -16,58 | 283 | -14,24 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 23.974 | 383,83 | 2.237 | 396,89 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 130.629 | 34.921,18 | 12.461 | 249.100,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 46.431 | 448,05 | 4.332 | 461,87 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 18.783 | 5,58 | 1.752 | 8,21 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 4.596 | -0,20 | 429 | 2,15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.774 | 0,00 | 352 | 2,62 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 27.799 | 1.152,21 | 2.594 | 1.183,66 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 13.523 | 5,96 | 1.281 | 7,65 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 17.333 | 17,23 | 1.617 | 26,62 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 111 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 241.479 | 840,16 | 22.530 | 864,01 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 52.060 | -4,41 | 4.857 | -2,00 | ||||
| 2026-02-04 | 13F | Osprey Private Wealth LLC | 6.198 | 578 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 4.060 | -2,12 | 379 | 0,27 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.037 | -0,59 | 470 | 0,64 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 84 | 8 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.548 | 0,98 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 16.393 | 23,79 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.146 | 0 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 131.116 | -1,84 | 12.233 | 0,63 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 35.951 | 4,98 | 3.354 | 7,64 | ||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 19.717 | 1.840 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 347 | 0,00 | 33 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 453.121 | 120,22 | 42.276 | 125,76 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.244 | -14,68 | 209 | -12,55 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.787 | -71,00 | 540 | -70,30 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 50 | 5 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 583 | 0,00 | 54 | 1,89 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 8.116 | 763 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.239 | -4,56 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.450 | 10,48 | 422 | 12,27 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13.949 | 1,04 | 1.321 | 2,64 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 54.798 | -2,26 | 5.113 | 0,20 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 30.453 | 5,79 | 2.841 | 8,48 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 45.523 | 4.247 | ||||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 8.173 | 29,96 | 763 | 33,22 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 21.656 | 2.103 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 3.306 | 10,61 | 308 | 12,82 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4.696 | 18,65 | 445 | 20,33 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 6.015 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 237.958 | -32,38 | 22.516 | -32,93 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 5.788 | 0,03 | 540 | 2,47 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 13.270 | 1.238 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 40.162 | 4,17 | 3.805 | 5,75 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 139.971 | 3,27 | 13.259 | 4,86 | ||||
| 2026-02-02 | 13F | Leslie Global Wealth, LLC | 71.010 | -2,65 | 6.625 | -0,20 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 20.769 | 1.147,39 | 1.938 | 1.182,78 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 14.118 | 0,00 | 1.317 | 0,00 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7.606 | 1,21 | 710 | 3,81 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 50.906 | 2,14 | 4.785 | 5,47 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.045 | 45,14 | 478 | 47,22 | ||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 239.459 | 22.342 | ||||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Solano Wealth Investment Advisors LLC | 13.405 | 0,34 | 1.251 | 2,88 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 4.399 | 411 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 908 | 11,69 | 86 | 14,67 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 16.876 | 9,71 | 1.575 | 12,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 84.724 | -0,03 | 7.905 | 2,48 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 34.536 | 10,81 | 3.272 | 12,52 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.933 | 180 | ||||||
| 2026-04-02 | 13F | Hilltop National Bank | 34 | -75,36 | 3 | -75,00 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3.481 | 0,87 | 330 | 2,49 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 2.775 | 0,00 | 259 | 2,38 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 70 | 0,00 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 72.466 | 5,53 | 7 | 0,00 |
