Grundlæggende statistik
| Institutionelle ejere | 414 total, 414 long only, 0 short only, 0 long/short - change of 11,86% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4511 % - change of 24,00% MRQ |
| Institutionelle aktier (lange) | 24.001.018 (ex 13D/G) - change of 2,09MM shares 9,53% MRQ |
| Institutionel værdi (lang) | $ 3.233.128 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF (US:XMMO) har 414 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,001,018 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Cetera Investment Advisers, Vantagepoint Investment Advisers Llc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Ameriprise Financial Inc, Bank Of America Corp /de/, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF (ARCA:XMMO) 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 15, 2026 is 156,81 / share. Previously, on April 16, 2025, the share price was 109,14 / share. This represents an increase of 43,68% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.008 | 16,20 | 291 | 21,76 | ||||
| 2026-02-17 | 13F | Matters Capital Llc | 19.497 | 2.700 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.652 | -1,67 | 229 | 0,44 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 3.498 | -7,68 | 484 | -5,47 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 154 | 21 | ||||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 151 | 21 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.050 | 0,34 | 284 | 2,54 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 5.343 | 79,05 | 747 | 85,11 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 90 | 12 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 1.795 | 249 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 10.552 | 23,88 | 1.461 | 26,93 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 6.773 | 7,25 | 938 | 9,85 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 1.843 | 255 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 204 | 28 | ||||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 2.021 | 280 | ||||||
| 2026-01-09 | 13F | Breakwater Capital Group | 22.869 | 134,94 | 3.166 | 140,58 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 6.990 | 5,67 | 968 | 8,17 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 28.894 | 3,60 | 4.190 | 8,52 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | LMG Wealth Partners, LLC | 58.972 | -3,25 | 8.165 | -0,93 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 16.786 | 6,60 | 2.324 | 9,16 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 77.237 | 0,37 | 10.694 | 2,77 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 17.438 | 2.414 | ||||||
| 2026-01-20 | 13F | Nvwm, Llc | 21 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 62.201 | -8,25 | 8.612 | -6,06 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 3.920 | -0,66 | 543 | 1,69 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 260 | 32 | ||||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 927.629 | 8,99 | 128.440 | 11,60 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 58.119 | 8.047 | ||||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 10.746 | 19,63 | 1.488 | 20,60 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.552 | -11,70 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 23.687 | 355,87 | 3.280 | 367,09 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 34.289 | 1,04 | 4.749 | 3,44 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 21.503 | 6,39 | 2.977 | 8,93 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.279 | -1,54 | 185 | 3,35 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 587 | 33,11 | 81 | 37,29 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 481.684 | 2,47 | 66.694 | 4,92 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 161 | 0,00 | 22 | 4,76 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 38 | 5 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.512 | -25,59 | 209 | -23,72 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 251.672 | 353,59 | 34.847 | 363,75 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 760.646 | 13,03 | 105.296 | 15,54 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 87 | 0,00 | 12 | 9,09 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 53 | 7 | ||||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1.513 | -4,78 | 209 | 2,45 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 5.214 | -12,15 | 722 | -10,10 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 51.597 | 3,51 | 7 | 16,67 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 24.379 | 7,77 | 3.375 | 10,33 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 12.263 | 1.698 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 2.955 | -2,57 | 409 | -0,24 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 200 | 28 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 101 | 0,00 | 14 | 7,69 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.753 | -41,27 | 254 | -38,50 | ||||
| 2026-02-10 | 13F | Spectrum Wealth Advisory Group, LLC | 21.759 | -5,34 | 3.013 | -3,09 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 27.169 | 1,00 | 3.940 | 5,80 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 7.436 | 40,73 | 1.030 | 44,12 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 8.751 | -8,30 | 1.264 | -4,39 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 255.614 | 14,02 | 35.392 | 16,74 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 1.494 | 207 | ||||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 1.800 | 0,00 | 264 | 8,64 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 6.959 | 0,00 | 964 | 2,34 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 2.244 | 0,90 | 311 | 3,33 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.558 | 218 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7.636 | 16,63 | 1.057 | 19,44 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 26.818 | 3.713 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 36.262 | -0,64 | 5.259 | 5,94 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 8.125 | -0,01 | 1.125 | 2,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.547 | -3,59 | 1.530 | 0,99 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.144 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 568 | 0,00 | 79 | 2,63 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 4.443 | 4,10 | 404 | -26,46 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 18.158 | -2,09 | 2.514 | 0,28 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 186 | -7,92 | 26 | -7,41 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1.649 | 0,00 | 231 | 3,60 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 28.498 | -5,35 | 3.946 | -3,10 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.488 | 201 | ||||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 12.046 | -4,71 | 1.668 | -2,46 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 383.350 | 12,90 | 53.079 | 15,60 | ||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 20.008 | -12,05 | 2.770 | -9,95 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 15.853 | -1,36 | 2.195 | 1,01 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.058.740 | 13,50 | 146.593 | 16,21 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.495 | 3,04 | 761 | 5,41 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 56.782 | 3,69 | 7.862 | 6,17 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 3.100 | 0,00 | 429 | 2,39 | ||||
| 2026-01-16 | 13F | Wall Street Financial Group, Inc. | 6.279 | 7,02 | 870 | 9,58 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 46.314 | 0,10 | 6.413 | 2,48 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.251.835 | 11,30 | 173.329 | 13,96 | ||||
| 2025-11-10 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 7.784 | 1,53 | 1.053 | 6,69 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 138 | 0,00 | 19 | 5,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.598 | -11,06 | 775 | -8,93 | ||||
| 2026-01-29 | 13F | UBS Group AG | 285.392 | 9,92 | 39.515 | 12,54 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 159.763 | -10,72 | 22.121 | -8,59 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 153.121 | -28,74 | 21.201 | -20,13 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 3.854 | 0,00 | 534 | 2,30 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 905 | 0,00 | 125 | 2,46 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.420 | -0,14 | 206 | 4,59 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7.936 | -89,08 | 1.151 | -88,57 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 34.344 | 4,05 | 4.755 | 6,54 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 9.333 | 191,20 | 1.292 | 198,38 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 5.083 | 704 | ||||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 1.636 | 226 | ||||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 44.707 | 6.190 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 114.994 | 15.922 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 80 | 11 | ||||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 26.396 | 25,11 | 3.655 | 28,08 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 15.744 | -0,93 | 2.180 | 1,40 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 284 | 39 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 2.080 | 137,71 | 288 | 143,22 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 24 | 3 | ||||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 1.486 | -4,19 | 218 | 1,88 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.753 | -0,74 | 254 | 4,10 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 1.651 | 229 | ||||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 7.128 | 15,36 | 987 | 18,08 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 2.880 | -15,86 | 399 | -13,85 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 12.025 | -1,19 | 1.744 | 3,44 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 1.088.140 | -9,16 | 150.664 | -6,99 | ||||
| 2026-02-17 | 13F | Fmr Llc | 14.739 | 16,73 | 2.041 | 19,51 | ||||
| 2025-11-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 2.457 | 12,29 | 340 | 15,25 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 2.293 | -4,18 | 317 | -1,86 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 77.778 | 0,28 | 10.733 | 2,33 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 245 | 0,00 | 34 | 0,00 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 58.870 | 4,78 | 8.151 | 7,28 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 4.174 | 125,62 | 564 | 137,97 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 3.073 | 0,16 | 425 | 2,66 | ||||
| 2026-02-17 | 13F | Creative Planning | 3.354 | -16,09 | 464 | -14,07 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 249 | 34 | ||||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 12.523 | 0,00 | 1.734 | 0,00 | ||||
| 2026-01-22 | 13F | Fiduciary Planning LLC | 42.602 | 1,33 | 5.899 | 3,75 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 1.880 | -18,76 | 260 | -16,67 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 20.891 | 41,22 | 2.893 | 44,60 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 12.680 | 144,65 | 1.756 | 150,71 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 316 | 0,00 | 44 | 2,38 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 5.437 | -13,93 | 753 | -11,94 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 272.771 | -1,22 | 38 | 0,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 3.000 | 57,89 | 415 | 62,11 | |||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.074 | 0,00 | 149 | 2,07 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 17.678 | 55,21 | 2.548 | 65,60 | ||||
| 2026-02-04 | 13F | Stonebridge Financial Group, LLC / MO | 3.289 | 455 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 266.621 | 82,11 | 36.916 | 86,46 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 475 | 66 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 2.631 | 364 | ||||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.533 | -4,19 | 212 | -1,85 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 26.345 | -48,76 | 3.648 | -47,54 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.439 | 19,32 | 338 | 22,10 | ||||
| 2026-02-11 | 13F | Vista Cima Wealth Management LLC | 12.554 | -0,48 | 1.738 | 1,94 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 54.631 | 7.564 | ||||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 1.801 | 249 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 40.314 | -5,81 | 6 | 0,00 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 20.642 | -1,71 | 2.858 | 0,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.603 | 14,38 | 499 | 17,18 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.207 | 1.915 | ||||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 6.793 | -15,02 | 941 | -13,04 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 107 | 0,00 | 16 | 7,14 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 46.961 | -1,97 | 6.502 | 0,37 | ||||
| 2026-02-12 | 13F | Manchester Financial Inc | 95.394 | 2,74 | 13.208 | 5,19 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 10.167 | 4,41 | 1.408 | 12,38 | ||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 24.998 | 3.461 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 10.552 | 8,63 | 1.530 | 13,75 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 35.192 | 4,09 | 4.873 | 6,56 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 6.942 | 1.007 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 338 | 0,00 | 47 | 2,22 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 6.438 | -35,83 | 891 | -34,34 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 14.795 | -1,94 | 2.049 | 0,39 | ||||
| 2026-01-23 | 13F | E&G Advisors, LP | 3.670 | 0,00 | 508 | 2,42 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 3.062 | 0,00 | 424 | 2,17 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 36.151 | 291,80 | 5.006 | 301,36 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.523 | 190,10 | 211 | 195,77 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 1.520 | 4,40 | 220 | 9,45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 24.976 | -0,65 | 3.622 | 4,08 | ||||
| 2026-01-22 | 13F | Vicus Capital | 27.769 | -15,61 | 3.845 | -13,60 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 16.136 | -2,50 | 2.234 | -0,13 | ||||
| 2025-10-27 | 13F | American Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 322.634 | 0,07 | 46.788 | 4,81 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 5.578 | -10,94 | 809 | -6,81 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 74 | 10 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.400 | 0,00 | 194 | 2,12 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 39.298 | 0,69 | 5.441 | 3,09 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 64.079 | 4,67 | 8.872 | 7,18 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 4.097 | 7,06 | 567 | 9,67 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 3.960 | 5,94 | 548 | 8,51 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 931 | 0,11 | 129 | 2,40 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 7.967 | 1.103 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 6.417 | 888 | ||||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 7.908 | 24,14 | 1.095 | 27,18 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 302 | 42 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 176 | 0,00 | 26 | 4,17 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 62.045 | 6,14 | 8.259 | 4,49 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.420 | -1,18 | 197 | 20,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 18.648 | -3,49 | 2.582 | -1,19 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 3.464 | 37,57 | 480 | 40,88 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.598 | 34,51 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 19.845 | 2.748 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 265 | 0,00 | 37 | 2,86 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 102.962 | 0,38 | 14.256 | 2,78 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 11.537 | 17,52 | 1.597 | 20,35 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 13.318 | -74,11 | 1.844 | -73,49 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.478 | 145,37 | 649 | 157,54 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 55.084 | 2,31 | 7.627 | 4,75 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1.932 | 280 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 16.417 | -1,39 | 2.273 | 0,98 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 483 | 0,21 | 67 | 1,54 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 26.366 | 3.651 | ||||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 35.498 | 2,49 | 4.915 | 4,95 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 4.292 | 50,33 | 373 | -3,63 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 399.276 | 89,08 | 55.284 | 93,60 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.094 | 39,31 | 449 | 45,93 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 45.027 | 2,49 | 6.234 | 4,93 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 361.591 | 10,04 | 50.068 | 12,68 | ||||
| 2026-02-10 | 13F | Adapt Wealth Advisors, Llc | 8.484 | 6,76 | 1.175 | 9,31 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 1.843 | 255 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.284 | -13,16 | 316 | -10,99 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.012 | 0,12 | 832 | 2,46 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 2.212 | 25,82 | 306 | 29,11 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 692.873 | 7,80 | 95.935 | 10,38 | ||||
| 2026-02-02 | 13F | Longview Financial Advisors, Inc. | 2.252 | 0,00 | 312 | 2,30 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 31.673 | 51,85 | 5 | 100,00 | ||||
| 2026-02-05 | 13F | Atlas Private Wealth Advisors | 2.704 | 18,44 | 374 | 21,43 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 1.565 | 0,00 | 217 | 2,37 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 101 | 13,48 | 14 | 8,33 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 19.273 | -0,34 | 2.795 | 4,41 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.500 | -24,74 | 208 | -23,05 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 2.491 | 0,00 | 361 | 4,94 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 1.624 | -65,61 | 225 | -64,89 | ||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 7.219 | -2,37 | 1.000 | 0,00 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 7.257 | 275,04 | 1.005 | 284,67 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 19.624 | 18,73 | 2.846 | 24,34 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 20.316 | 2.813 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 16.719 | 612,66 | 2.315 | 629,97 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 148.320 | 5,85 | 20.536 | 8,38 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.597 | -0,04 | 360 | 2,28 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 3.983 | -0,52 | 551 | 1,85 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 3.497 | -0,29 | 484 | 2,11 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 571 | 0,18 | 79 | 2,60 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 191 | 26 | ||||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 66.916 | 67,74 | 9.580 | 76,44 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 2.930 | 9,04 | 406 | 11,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.670 | -9,65 | 1.200 | -7,48 | ||||
| 2026-01-30 | 13F | GPM Growth Investors, Inc. | 9.587 | -17,69 | 1.327 | -15,75 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 243.275 | 5,97 | 34 | 6,45 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 3.920 | 0,00 | 543 | 2,26 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 216 | 0,00 | 30 | 0,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 1.420 | 0,00 | 192 | 5,49 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 6.100 | 845 | ||||||
| 2026-02-14 | 13F | American Trust | 7.867 | -6,12 | 1.089 | -3,88 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 4.306 | -19,63 | 596 | -17,68 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 10.903 | 3,44 | 1.510 | 5,89 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 15.992 | 10,61 | 2.214 | 13,25 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 593.664 | 8,90 | 82.248 | 13,54 | ||||
| 2025-10-21 | 13F | Blue Rock Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jupiter Wealth Management LLC | 16.800 | 0,00 | 2.435 | 7,22 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.518 | 3,62 | 1.595 | 6,05 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.472.670 | 11,41 | 480.826 | 14,07 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.791 | 248 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 123.954 | 3,67 | 17.976 | 8,58 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 1.660 | 0,00 | 230 | 2,23 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 837.045 | 14,16 | 115.897 | 16,89 | ||||
| 2026-04-13 | 13F | Trust Co | 4 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 3.123 | -9,77 | 432 | -7,69 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 69.627 | 9,91 | 9.641 | 12,54 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 11.845 | 0,73 | 1.640 | 3,14 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 92.075 | 1,12 | 13.353 | 5,91 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29.526 | -13,53 | 4.361 | -7,78 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 14.934 | 2.068 | ||||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 2.206 | 314 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 868 | 126,63 | 120 | 135,29 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 100 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 3.775 | 7,86 | 523 | 10,36 | ||||
| 2026-02-17 | 13F | Lotus Technology Management, LP | 6.569 | 910 | ||||||
| 2026-02-09 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 2.062 | -92,38 | 286 | -92,22 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 102.430 | 1,56 | 14.854 | 4,99 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 11.336 | 13,18 | 1.570 | 15,88 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 119.630 | -8,60 | 17.647 | -2,62 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 162.048 | 6,23 | 22.437 | 8,77 | ||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 10.790 | -10,78 | 1.494 | -8,69 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 5.881 | -4,41 | 814 | -2,40 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.602 | 0,12 | 222 | 2,31 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 5.137 | -11,99 | 711 | -9,89 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 465 | 0,00 | 64 | 3,23 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 418.193 | 16,91 | 57.903 | 20,25 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.384 | 201 | ||||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 68.207 | 11,41 | 9.444 | 14,06 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 4.182 | -38,87 | 579 | 45,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 215 | 264,41 | 31 | 287,50 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.572 | 9,04 | 495 | 17,34 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 11 | -15,38 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 2.680 | 2,17 | 371 | 4,51 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 320.197 | -8,87 | 44.334 | 94.227,66 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 1.481 | -26,54 | 205 | -24,63 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 5.583 | 14,15 | 773 | 16,94 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 10.959 | 20,83 | 1.589 | 23,18 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 10.609 | 0,00 | 1.469 | 2,37 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 1.831 | -13,55 | 254 | -11,54 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 49.201 | -1,23 | 6.812 | 1,13 | ||||
| 2026-02-04 | 13F | Nwam Llc | 40.159 | 7,86 | 5.678 | 12,75 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 5.090 | -61,99 | 688 | -60,05 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 20.766 | -9,66 | 2.875 | -7,50 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 122.216 | 1.552,91 | 16.922 | 1.593,89 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 3.685 | 3,51 | 510 | 6,03 | ||||
| 2026-02-13 | 13F | Peak Planning Group, LLC | 89.663 | 12.415 | ||||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 2.326 | 4,16 | 337 | 9,06 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 22.030 | 3,39 | 3.050 | 5,87 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 19.716 | -0,61 | 2.730 | 1,75 | ||||
| 2026-01-28 | 13F | City State Bank | 350 | 0,00 | 48 | 2,13 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.876 | -0,37 | 260 | 1,57 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4.182 | 14,61 | 606 | 20,00 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 2.328 | 0,00 | 322 | 2,55 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 2.391 | -70,92 | 331 | -70,21 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20.572 | -15,19 | 2.983 | -11,17 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 3.790 | -3,90 | 525 | -1,69 | ||||
| 2026-01-15 | 13F | MFA Wealth Services | 10.893 | -0,92 | 1.508 | 1,48 | ||||
| 2026-02-11 | 13F | Legacy Capital Wealth Management, Llc | 17.333 | 97,28 | 2.400 | 121,11 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 410 | 57 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 1.671 | -59,06 | 231 | -58,08 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 2.161 | 299 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 95.944 | -38,56 | 14.162 | -36,59 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 11.846 | 97,27 | 1.640 | 101,97 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 15.600 | -8,75 | 2.160 | -6,53 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.789 | 0,00 | 259 | 4,86 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 12.538 | 4,20 | 1.736 | 6,70 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.312 | -16,26 | 320 | -14,21 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 54 | -57,48 | 8 | -58,82 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 2.254 | 312 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 3.512 | 8,19 | 0 | |||||
| 2025-11-13 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 16.127 | -2,86 | 2.531 | 10,10 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 43 | 6 | ||||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 38.776 | 171,75 | 5.369 | 178,28 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 106 | 15 | ||||||
| 2025-11-04 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 11.165 | 351,66 | 1.510 | 376,03 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 197.626 | 27.363 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 1.619 | -12,15 | 224 | -10,04 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 47 | 113,64 | 6 | 200,00 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 7.573 | -7,33 | 1.049 | -5,16 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 31.429 | 3,27 | 4.352 | 5,74 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.313 | 50,06 | 182 | 53,39 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 47 | 0,00 | 7 | 0,00 | ||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 48.882 | 10,85 | 6.768 | 13,50 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 46.287 | 6 | ||||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 29.671 | 162,74 | 4.108 | 169,02 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 139.553 | -64,13 | 20.238 | -62,44 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 9.016 | 1,44 | 1.248 | 3,83 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11.027 | -21,70 | 1.527 | -19,85 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.312 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 5.348 | -0,11 | 740 | 2,21 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 185 | 0,00 | 27 | 4,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 96.156 | 0,78 | 13.945 | 5,56 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 373.458 | 0,23 | 51.709 | 2,63 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 12.300 | 0,00 | 1.703 | 2,41 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.140 | 10,76 | 1.265 | 13,45 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 28.552 | 15,22 | 4.141 | 20,66 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.845.451 | -0,74 | 255.521 | 1,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32.682 | 4,05 | 4.743 | 8,99 | ||||
| 2026-04-07 | 13F | Oasis Advisors, LLC | 146.695 | 20.311 | ||||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 2.591 | 0,00 | 359 | 7,51 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 22.819 | 65,80 | 3.226 | 70,69 | ||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 8.474 | 1,17 | 1.173 | 3,62 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 6.029 | -2,24 | 835 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.348 | -6,64 | 325 | -4,41 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 25.689 | 0,84 | 3.557 | 3,25 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 55 | 0,00 | 8 | 0,00 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 1.089 | 0,00 | 151 | 2,04 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 4.903 | 70,48 | 679 | 74,74 | ||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 5.652 | 1 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 26.942 | 14,01 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 4.465 | -7,90 | 618 | -5,65 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 12.398 | 3,47 | 1.755 | 8,61 | ||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 20.316 | 2.813 | ||||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 3.501 | 2,04 | 485 | 4,54 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 26 | -62,32 | 4 | -66,67 | ||||
| 2026-02-10 | 13F | Comprehensive Wealth Management, LLC | 12.045 | 10,96 | 1.668 | 13,63 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 17.722 | -1,85 | 2.454 | 0,49 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 3.513 | 0,00 | 518 | 5,07 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 6.622 | 1,74 | 910 | 3,41 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 13.148 | 1.820 | ||||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 6.743 | 6,07 | 934 | 8,61 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 38 | -7,32 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 3.146 | 3,93 | 436 | 6,36 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 14.192 | 1.965 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Luminist Capital LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 130 | 0,00 | 19 | 0,00 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 5.193 | 39,78 | 719 | 43,23 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 41.429 | 5,47 | 5.736 | 7,98 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 1.734 | 0,00 | 240 | 2,56 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 8.805 | 1,44 | 1.219 | 3,92 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.804 | -14,49 | 388 | -12,42 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 110.000 | 57,14 | 15.231 | 60,89 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 43.619 | 2,49 | 6.039 | 4,93 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 800 | 111 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 30.033 | 2,80 | 4.158 | 5,27 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 1.836 | -4,97 | 254 | -2,68 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 227 | 0,00 | 31 | 3,33 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 11.998 | 13,47 | 1.661 | 16,24 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 13.433 | 9,28 | 1.860 | 11,85 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 35.644 | -0,11 | 4.935 | 2,28 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 40.086 | 5,77 | 5.813 | 10,79 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 8 | 0 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 5.205 | 124,94 | 721 | 130,77 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 5.883 | 815 | ||||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 2.762 | -0,47 | 382 | 1,87 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 29.579 | 8,75 | 4.096 | 11,34 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 21.151 | -4,04 | 2.928 | -1,74 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 178 | -0,56 | 25 | 0,00 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 22.003 | 3.046 | ||||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 55.477 | 6,45 | 7.681 | 9,00 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 2.734 | -17,03 | 396 | -13,16 | ||||
| 2025-11-04 | 13F | Gimbal Financial | 124.617 | 2,03 | 16.852 | 7,26 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 429 | 1,90 | 59 | 5,36 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 425 | 59 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 10.723 | -3,88 | 1.485 | -1,59 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 45 | 6 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 21.419 | 0,00 | 3.106 | 4,76 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 26.544 | 3.675 | ||||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 7.001 | 0,57 | 969 | 2,98 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.256 | 1,99 | 312 | 4,35 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 3.743 | -0,24 | 518 | 2,17 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 1.655 | 0,18 | 229 | 2,69 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 6.269 | 0,03 | 868 | 2,36 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 |
