Temel İstatistikler
| Kurumsal Sahipler | 974 total, 969 long only, 0 short only, 5 long/short - change of 11,80% MRQ |
| Ortalama Portföy Dağıtımı | 1.2100 % - change of 2,42% MRQ |
| Kurumsal Hisseler (Uzun) | 42.764.356 (ex 13D/G) - change of 0,05MM shares 0,18% MRQ |
| Kurumsal Değer (Uzun) | $ 17.258.949 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) var 974 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 42,764,356 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, Howard Capital Management Inc., LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, HCMGX - HCM Tactical Growth Fund Class A Shares, and Vantagepoint Investment Advisers Llc .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
En üst düzey şirketlerin listesini sağlayan Sahiplik Gezginine bakın.
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13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
Yükseltin
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Load All| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 48.049 | 1,67 | 19.988 | 5,11 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 7.002 | 21,65 | 2.890 | 24,78 | ||||
| 2026-02-13 | 13F | Commerce Bank | 1.266 | 0,00 | 523 | 2,55 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 231.454 | 9,42 | 95.537 | 12,23 | ||||
| 2026-01-14 | 13F | Bell Bank | 1.309 | -5,42 | 540 | -2,88 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 767 | 0,00 | 311 | -1,59 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.083 | 2,95 | 447 | 5,67 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 1.137 | 0,00 | 469 | -1,26 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 40.005 | -9,51 | 16.099 | -0,55 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 5.682 | -19,30 | 2.346 | -17,23 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 25.175 | 0,18 | 10.391 | 2,67 | ||||
| 2026-02-03 | 13F | Total Investment Management Inc | 801 | 0,12 | 331 | 2,80 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 923 | 0,00 | 381 | 2,43 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 655 | 0,00 | 270 | 2,66 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | -3,05 | 210 | -0,47 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 1.040 | -6,31 | 429 | -3,81 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.848 | 1,48 | 1.588 | 4,06 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 1.160 | -1,36 | 479 | 1,06 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 175 | -21,52 | 72 | -19,10 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 6.392 | -29,87 | 2.638 | -28,08 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 9.045 | 0,01 | 3.733 | 2,58 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.707 | 4,66 | 705 | 7,32 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 718 | 0,00 | 296 | 2,78 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 267 | 0,00 | 110 | 2,80 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 735 | 303 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 574 | -11,15 | 237 | -8,88 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 25.231 | -8,06 | 10.415 | -5,70 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 104 | 43 | ||||||
| 2026-02-03 | 13F | Redwood Wealth Management Group, LLC | 519 | 0,00 | 214 | 2,88 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 734 | 0,00 | 303 | 2,37 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 2.309 | 953 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 186.719 | 7,25 | 77.072 | 10,01 | ||||
| 2026-01-16 | 13F | Bestgate Wealth Advisors, LLC | 1.971 | 814 | ||||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 16.422 | 6.778 | ||||||
| 2026-01-26 | 13F | Welch Group, LLC | 818 | 0,00 | 338 | 2,43 | ||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 2.706 | 1.117 | ||||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 925 | -3,95 | 382 | -1,55 | ||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 32.514 | 13.421 | ||||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 9.477 | -2,01 | 3.912 | 0,51 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 4.965 | -4,19 | 2.050 | -1,73 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 2.208 | 14,05 | 911 | 16,94 | ||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 1.010 | -1,56 | 417 | -0,48 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 518 | 214 | ||||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 758 | 0,00 | 313 | 2,30 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1.338 | 0,00 | 552 | 2,60 | ||||
| 2025-10-27 | 13F | Kera Capital Partners, Inc. | 9.011 | 2,35 | 3.626 | 12,50 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 1.391 | 0,00 | 574 | 2,68 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 531 | -1,67 | 219 | 0,92 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 577 | 238 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 3.420 | -14,50 | 1.412 | -12,31 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 13.017 | 5.373 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 5.000 | -3,36 | 2.064 | -0,86 | ||||
| 2026-01-14 | 13F | Clarus Wealth Advisors | 54.089 | -1,32 | 22.400 | 1,23 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 1.117 | -5,98 | 461 | -3,56 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 980 | 2,62 | ||||||
| 2026-01-07 | 13F | Private Client Services, Llc | 1.406 | 0,00 | 580 | 2,65 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 205 | 0,00 | 85 | 2,44 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 12.236 | -1,91 | 5.051 | 0,62 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.747 | 687 | ||||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 18 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 3.255 | 48,09 | 1.344 | 51,92 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 2.177 | 0,05 | 899 | 2,63 | ||||
| 2025-11-17 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.871 | -4,59 | 1.185 | -2,15 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.840 | -0,73 | 1.143 | 9,07 | ||||
| 2026-02-13 | 13F | Carroll Investors, Inc | 1.500 | -3,29 | 619 | -0,80 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 37.278 | 8,71 | 15.387 | 11,51 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 792 | 0,00 | 327 | 2,52 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 27 | -66,25 | 11 | -65,62 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 271 | 2,65 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 3.057 | -26,36 | 1.271 | -23,95 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 1.207 | -10,33 | 498 | -7,95 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 961 | 2,67 | 397 | 5,32 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 116 | 0,00 | 48 | 2,17 | ||||
| 2026-01-06 | 13F | Hoffman, Alan N Investment Management | 12.607 | 258,26 | 5.204 | 267,44 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 995 | 0,00 | 411 | 2,50 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.554 | 30,91 | 1.054 | 34,27 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 3.920 | 121,97 | 1.618 | 127,89 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 1.763 | 0,00 | 728 | 2,54 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 1.681 | 694 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.719 | -58,95 | 1 | -50,00 | ||||
| 2025-11-14 | 13F | Bank Of Hawaii | 8.447 | 0,00 | 3.399 | 9,89 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 23 | 4,55 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 2.486 | -0,48 | 1.026 | 2,09 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 982 | 0,10 | 405 | 2,79 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 9.983 | 910,43 | 4.121 | 937,78 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 399 | 0,00 | 165 | 2,50 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 573 | 0,00 | 237 | 2,61 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 1.235 | 0,00 | 510 | 2,62 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 625 | 19,05 | 258 | 21,80 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 27.201 | -8,14 | 11.228 | -5,78 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 917 | 0,11 | 378 | 2,72 | ||||
| 2026-01-27 | 13F | Sterling Investment Counsel, LLC | 979 | 336 | ||||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 24.097 | 0,98 | 9.947 | 3,58 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 117 | 48 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 10.087 | 31,09 | 4.118 | 31,06 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 9.495 | 3.919 | ||||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 261.800 | 0,00 | 108.909 | 3,37 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 2.546 | 1.051 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.831 | -2,14 | 756 | 0,27 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 9.936 | -3,43 | 4.101 | -0,94 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 13.049 | -52,07 | 5.386 | -50,84 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 7.807 | 5,46 | 3.222 | 8,16 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 91 | 2,27 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 9.654 | 3.985 | ||||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 838 | 2,07 | 346 | 4,55 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 911 | 376 | ||||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 60 | 0,00 | 25 | 0,00 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 2.236 | 6,43 | 923 | 6,59 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 5.388 | 3,26 | 2.224 | 5,96 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 49.269 | 3,12 | 20.337 | 5,77 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 742 | -0,54 | 306 | 2,00 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1.650 | -8,74 | 681 | -6,33 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 31.833 | 2,38 | 13.140 | 5,01 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 1.000 | 413 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 1.036 | -10,77 | 428 | -8,57 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 600 | 248 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-02-03 | 13F | Grimes & Company, Inc. | 2.355 | -3,44 | 972 | -1,02 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 8.050 | 8,56 | 3.323 | 11,36 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 837 | -8,72 | 346 | -6,50 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.456 | -2,54 | 1.014 | -0,10 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 22 | 0,00 | 9 | 12,50 | ||||
| 2026-01-14 | 13F | Guardian Financial Partners, LLC | 656 | 271 | ||||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 71 | 2,94 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 7.374 | 1,37 | 3.044 | 3,96 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 283 | 0,00 | 117 | 2,65 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 784 | -14,50 | 303 | -20,89 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 2.253 | -0,44 | 926 | 0,43 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 1.245 | 47,16 | 514 | 50,88 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 7.014 | -65,90 | 2.895 | -65,02 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.706 | -0,81 | 704 | 1,73 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 171 | 55,45 | 71 | 59,09 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4.918 | -0,47 | 2.030 | 2,06 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 892 | -0,11 | 368 | 2,51 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 1.690 | 10,24 | 698 | 13,15 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 488 | 202 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 115.369 | 15,03 | 47.621 | 17,99 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 63.200 | 47,32 | 26.087 | 51,12 | |||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 10.701 | 14,36 | 4.417 | 17,32 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 13.846 | 19,07 | 5.715 | 22,14 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 983 | 0,00 | 406 | 2,53 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.600 | 10,54 | 1.073 | 13,42 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 3.174 | -84,56 | 1.310 | -84,17 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 2.763 | -7,41 | 1.140 | -5,00 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 1.015 | 423 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 12.300 | -0,81 | 5.077 | 1,74 | |||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 21.591 | 22,60 | 8.928 | 25,79 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 2.472 | 0,00 | 1.020 | 2,62 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 654 | 270 | ||||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 32.500 | 0,00 | 13 | 0,00 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 826 | 0,00 | 341 | 2,41 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 1.159 | -2,28 | 0 | |||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 29.806 | 18,15 | 12.303 | 21,19 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 2.222 | -3,98 | 902 | -7,40 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.304 | -4,87 | 951 | -2,36 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 55 | 0,00 | 23 | 0,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.648 | -8,50 | 680 | -6,08 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 847 | 0,00 | 350 | 2,65 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 650 | 268 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.398 | 0,55 | 990 | 3,13 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 958 | 395 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 18.311 | -8,87 | 7.558 | -6,53 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.017 | 0,10 | 1.245 | 2,72 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 210.566 | -6,44 | 86.915 | 96.472,22 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 1.747 | 721 | ||||||
| 2026-01-21 | 13F | Ethos Capital Management, Inc. | 4.196 | 1.732 | ||||||
| 2026-01-30 | 13F | Camden Capital, LLC | 2.483 | 0,16 | 1.025 | 2,81 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 140 | 58 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 12.500 | -35,90 | 5.160 | -34,26 | |||
| 2026-02-17 | 13F | Angeles Investment Advisors, LLC | 218.340 | -39,42 | 90.124 | -37,86 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 8.590.832 | 1,03 | 3.546.038 | 3,63 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 501 | -86,17 | 207 | -85,86 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 2.300 | -34,29 | 949 | -32,60 | |||
| 2026-02-13 | 13F | Tamar Securities, LLC | 486 | 201 | ||||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 2.616 | 0,38 | 1.080 | 2,96 | ||||
| 2026-02-12 | 13F | Saiph Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 554 | 13,99 | 229 | 16,92 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 110.129 | -1,65 | 45.458 | 0,87 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 7.964 | -6,13 | 3.287 | -3,72 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 120 | -14,29 | 50 | -12,50 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 34.676 | 126,08 | 14.313 | 131,90 | ||||
| 2026-01-27 | 13F | Davidson Trust Co | 780 | 0,00 | 322 | 2,56 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 12.188 | -2,89 | 5.031 | -0,40 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0,00 | 210 | 2,94 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 3.823 | 1,57 | 1.578 | 4,16 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 107.354 | -1,39 | 44.313 | 1,15 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 127 | 54,88 | 52 | 62,50 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 9.434 | -1,30 | 3.894 | 1,17 | ||||
| 2026-02-06 | 13F | Northbridge Financial Group, Llc | 8.469 | 3.496 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 66 | 0,00 | 27 | 3,85 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 1.170 | 0,00 | 483 | 2,55 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 7.836 | 25,72 | 3.234 | 28,95 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 1.723 | 21,85 | 711 | 24,96 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.150 | -1,38 | 1.713 | 1,12 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 238.524 | -2,72 | 98.455 | -0,22 | ||||
| 2026-01-26 | 13F | David Kennon Inc | 1.604 | 8,16 | 662 | 11,07 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 457.187 | 3,68 | 188.714 | 6,35 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 3.784 | -7,75 | 1.562 | -5,39 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 1.363 | 0,00 | 563 | 2,18 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 3.552 | 95,59 | 1.466 | 100,82 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91.914 | 40,15 | 37.939 | 43,75 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 1.201 | 496 | ||||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 10.945 | 2,60 | 4.518 | 5,24 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 2.991 | 0,00 | 1.234 | 2,58 | ||||
| 2025-12-03 | 13F | Strategic Investment Solutions, Inc. /IL | 5.992 | -0,43 | 2.411 | 9,30 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 300 | 0,00 | 124 | 2,50 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 75.077 | -0,23 | 30.990 | 2,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 53.601 | -2,60 | 22.125 | -0,10 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 2.977 | -9,54 | 1.229 | -7,25 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3 | 1 | ||||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.412 | 0,54 | 995 | 3,11 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.606 | 3.552 | ||||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 11 | 0,00 | 5 | 0,00 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 71.974 | 1,48 | 29.709 | 4,09 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 3.076 | 0,00 | 1.270 | 2,59 | ||||
| 2025-11-21 | 13F | Bell Investment Advisors, Inc | 118 | 136,00 | 47 | 161,11 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 3.250 | 0,00 | 1.342 | 2,60 | ||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 2.685 | 0,00 | 1.108 | 2,59 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 96.686 | -2,08 | 39.909 | 0,44 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 693 | 286 | ||||||
| 2026-02-09 | 13F | Strategic Equity Management | 493 | 203 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 35.948 | -5,64 | 14.838 | -3,22 | ||||
| 2026-02-13 | 13F | Natixis | 356 | 0,00 | 148 | 4,23 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 654 | 7,57 | 270 | 10,25 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.316 | 7,52 | 543 | 10,37 | ||||
| 2026-01-26 | 13F | LS Investment Advisors, LLC | 1.780 | 0,00 | 735 | 2,51 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 30 | 12 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 22.967 | -5,90 | 9.480 | -3,48 | ||||
| 2026-01-29 | 13F | Eagle Wealth Advisors LLC | 8.368 | 3.454 | ||||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2.562 | 0,00 | 1.058 | 2,52 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.000 | -2,15 | 826 | 0,36 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 10.215 | 11,15 | 4.216 | 14,01 | ||||
| 2026-01-09 | 13F | Teamwork Financial Advisors, LLC | 568 | 234 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 5.200 | -8,77 | 2.146 | -6,41 | |||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 1.322 | 546 | ||||||
| 2026-02-10 | 13F | Weaver Consulting Group | 2.566 | -6,18 | 1.059 | -3,73 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 12.600 | -19,75 | 5.201 | -17,68 | |||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 1.198 | 13,34 | 494 | 36,46 | ||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 7.694 | 4,74 | 3.176 | 7,41 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 7.824 | 5,03 | 3.230 | 9,83 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 34.825 | 0,00 | 14.014 | 0,00 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 14 | 6 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 490 | 8,65 | 202 | 11,60 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 3.588 | 23,43 | 1.481 | 26,60 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 4.619 | 9,51 | 1.907 | 12,32 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 27.913 | 0,91 | 11.522 | 3,50 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 140 | 0,00 | 58 | 1,79 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.472 | 1.020 | ||||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 729 | 301 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16.230 | 0,00 | 6.699 | 2,57 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 25 | 0,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 9.076 | -24,77 | 3.746 | -22,83 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 766 | 0,00 | 316 | 2,60 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.264.663 | 0,00 | 522.015 | 2,57 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 18.853 | -2,51 | 7.782 | -0,01 | ||||
| 2026-02-03 | 13F | Gateway Investment Advisers Llc | 700 | 289 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.051 | -3,75 | 434 | -1,37 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 39.746 | -0,97 | 16.406 | 1,58 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 1.792 | 111,32 | 740 | 116,72 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 632.742 | 17,40 | 261.177 | 20,42 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 10.667 | -0,53 | 4.403 | 2,02 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 14.979 | 27,59 | 6.183 | 30,86 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 2.706 | -14,96 | 1.117 | -12,81 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 1.943 | 57,84 | 802 | 62,02 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 18,00 | 73 | 21,67 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 11.805 | 12,72 | 4.873 | 15,61 | ||||
| 2025-08-27 | NP | HCMGX - HCM Tactical Growth Fund Class A Shares | 935.707 | -18,47 | 342.628 | -3,35 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 973 | 0,00 | 402 | 2,56 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 830 | 0,00 | 343 | 2,40 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.671.203 | -1,29 | 1.515.363 | 1,25 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.577 | 91,65 | 2.302 | 96,58 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 685 | -3,93 | 282 | -2,08 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 11.184 | 65,54 | 4.616 | 69,83 | ||||
| 2026-02-02 | 13F | Sawyer & Company, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 28.752 | 5,54 | 11.868 | 8,25 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 2.249 | 17,26 | 928 | 20,36 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 2.472 | -0,28 | 1.020 | 2,31 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 173 | 16,89 | 71 | 20,34 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 5.177 | 23,94 | 2.137 | 27,14 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Keystone Financial Group | 4.132 | 14,91 | 1.705 | 17,83 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 703 | 8,82 | 290 | 11,97 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 2.580 | 36,58 | 1 | |||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58.008 | -13,35 | 23.944 | -11,12 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 768 | 0,00 | 317 | 2,59 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.102 | -3,45 | 868 | -1,03 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 92.630 | -1,38 | 38.235 | 1,15 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.526 | -2,85 | 2.281 | -0,35 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 1.679 | -2,50 | 693 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 250 | 0,00 | 103 | 3,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 12.695 | -2,40 | 5.240 | 0,11 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 283 | 117 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 2.024 | -39,92 | 835 | -38,38 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 35 | 14 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 65.821 | 17,93 | 27.169 | 20,97 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 2.467 | -0,68 | 1.018 | 1,90 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.438 | -11,18 | 594 | -8,91 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 26 | 0,00 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 35 | 14 | ||||||
| 2026-01-29 | 13F | Financial Life Planners | 7.227 | -1,07 | 2.983 | 1,46 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 44.646 | -2,09 | 18.432 | 0,46 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 3.920 | 0,00 | 1.618 | 2,60 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 19 | 0,00 | 8 | 0,00 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 1.987 | -0,70 | 820 | 1,86 | ||||
| 2026-02-19 | 13F | VCU Investment Management Co | 56.435 | 23.295 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 1.151 | 0,00 | 475 | 2,59 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 1.608 | 42,30 | 664 | 46,04 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 1.175 | 12,12 | 485 | 15,20 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 746 | -4,36 | 308 | -1,60 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 41 | 0,00 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 735 | 0,00 | 303 | 2,71 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 1.257 | -1,10 | 519 | 1,37 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.116 | -0,51 | 1.286 | 2,06 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 6.439 | 6,98 | 2.658 | 9,70 | ||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 19.194 | 0,59 | 7.923 | 3,16 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.081 | -1,23 | 4.987 | 1,30 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0,00 | 74 | 2,78 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 83 | 2,50 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 4.286 | 0,00 | 1.769 | 2,61 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 538 | 0,00 | 222 | 2,78 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 13.123 | -0,36 | 5.417 | 2,19 | ||||
| 2026-01-14 | 13F | Eastern Bank | 551 | 1.940,74 | 227 | 2.170,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 967 | -0,82 | 399 | 1,79 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.054 | -19,58 | 848 | -17,53 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 410 | 169 | ||||||
| 2025-11-17 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 981 | 0,00 | 405 | 2,02 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 260 | 0 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 1.170 | 0,09 | 463 | -2,33 | ||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 652 | 269 | ||||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 17.997 | 163,50 | 7.242 | 189,56 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 44.599 | 0,06 | 18.441 | 2,65 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 45 | 1.400,00 | 19 | 1.700,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.155 | 92,04 | 4.192 | 96,95 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 58.696 | -3,23 | 24.228 | -0,74 | ||||
| 2026-02-09 | 13F | Waystone Advisors Llc | 22.345 | 9.223 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 944 | 390 | ||||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 776 | 0,00 | 320 | 2,56 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 895 | 0,00 | 369 | 2,50 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 1.276 | 527 | ||||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 9.000 | 0,00 | 3.715 | 2,57 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 8.850 | 1.582,51 | 3.653 | 1.630,81 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 868 | 0,00 | 349 | 10,09 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 38 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 383 | 2,41 | ||||
| 2026-01-27 | 13F | Novem Group | 10.040 | -2,18 | 4.144 | 0,34 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 5.829 | 4,88 | 2.408 | 7,69 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 995 | -6,57 | 411 | -4,21 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.672 | -7,30 | 1.516 | -4,96 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 126 | 52 | ||||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 93.608 | -0,47 | 34.276 | -0,47 | ||||
| 2026-02-03 | 13F | Adirondack Capital Advisors, LLC | 3.271 | 1.350 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3.467 | 379,53 | 1.431 | 375,42 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 1.012 | 0,30 | 418 | 2,71 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 97 | 0,00 | 40 | 2,56 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.205 | 3,83 | 4.213 | 6,50 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.388 | 0,14 | 573 | 2,69 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 1.516 | -4,65 | 626 | -2,19 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 506 | 209 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 10.034 | -2,27 | 4.142 | 0,24 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.059 | 0,00 | 437 | 2,58 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 12 | 100,00 | 0 | |||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 875.123 | 4,94 | 361.225 | 7,64 | ||||
| 2026-02-12 | 13F | Alps Advisors Inc | 56.105 | -1,48 | 23.158 | 1,06 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 998 | 412 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.187 | 0,00 | 490 | 2,52 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | 59 | ||||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 78.877 | 4,28 | 32.558 | 6,96 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 16,00 | 12 | 10,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.416 | 4,60 | 2.648 | 7,21 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 308.151 | 10,52 | 127.109 | 13,29 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 1.679 | 693 | ||||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 8.973 | 2,90 | 3.704 | 5,53 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 1.619 | -0,49 | 668 | 2,14 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 1.985 | 0,00 | 819 | 2,63 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 539 | 0,00 | 222 | 2,78 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 681 | 0,00 | 281 | 2,55 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.520 | -2,16 | 2.624 | 7,50 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 11.249 | 4.527 | ||||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 1.640 | 9,99 | 1 | |||||
| 2026-01-12 | 13F | Private Wealth Group, LLC | 2.418 | 0,00 | 998 | 2,57 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.022 | -16,38 | 2.899 | -14,23 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | -3,14 | 254 | -0,39 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 65.586 | -5,99 | 27.072 | -3,57 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 126.740 | -15,38 | 52.314 | -13,20 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 8.663 | 56,51 | 3.576 | 60,53 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 3.812 | -0,26 | 1.573 | 2,34 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 3.334 | 2,18 | 1.361 | -1,45 | ||||
| 2026-02-05 | 13F | Plus Group Wealth Advisors LLC | 763 | 315 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 368.045 | 7,95 | 151.918 | 10,73 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.070 | -55,36 | 442 | -54,25 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 7.096 | -9,70 | 2.929 | -7,40 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 16.756 | 29,63 | 6.916 | 32,97 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 3.452 | 1.425 | ||||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 7.715 | 2,13 | 3.105 | 12,26 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 36 | 15 | ||||||
| 2026-02-10 | 13F | Sentinus, LLC | 1.348 | -5,34 | 557 | -2,97 | ||||
| 2026-01-21 | 13F | Mason & Associates, LLC | 855 | 0,00 | 353 | 12,46 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 185 | 76 | ||||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 33 | 3,23 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 1.823 | 0,05 | 753 | 2,59 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 828 | 344 | ||||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 23.368 | 4,39 | 9.648 | 7,09 | ||||
| 2026-01-26 | 13F | CWC Advisors, LLC. | 1.288 | 0,00 | 532 | 2,51 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 9.705 | 72,14 | 4.006 | 76,48 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 1.606 | 29,94 | 663 | 33,20 | ||||
| 2026-01-27 | 13F | Acute Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 70.582 | 971,53 | 29.138 | 999,51 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 6.206 | -0,23 | 2.562 | 2,32 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 25.138 | -2,87 | 10.376 | -0,37 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 25.603 | 43,78 | 10.568 | 47,49 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 156.226 | -5,53 | 64.486 | -3,10 | ||||
| 2026-01-14 | 13F | Hilltop Wealth Advisors, Llc | 8.385 | -2,64 | 3.461 | -0,12 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 1.133 | 468 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 11.763 | -0,29 | 4.855 | 2,28 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.410 | 3,55 | 1.408 | 6,19 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 864 | 25,40 | 357 | 28,52 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.470 | 0,69 | 1.020 | 3,24 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 592 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 30.988 | 4,73 | 11.051 | -7,18 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 55.471 | 1.269,65 | 22.897 | 1.305,52 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 14.823 | 2.234,33 | 6.119 | 2.299,22 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 1.279 | 0,00 | 528 | 2,53 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 12.884 | -0,26 | 5.318 | 2,33 | ||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 780 | -2,26 | 322 | 0,31 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 8.447 | -33,54 | 3.487 | -31,83 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 1.526 | 0,00 | 630 | 2,44 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 6.186 | -2,27 | 2.553 | 0,24 | ||||
| 2026-02-14 | 13F | American Trust | 3.887 | 0,03 | 1.605 | 2,62 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 37.649 | -1,49 | 15.540 | 1,04 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8.277 | -9,53 | 3.416 | -7,20 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 1.817 | -0,55 | 750 | 2,04 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.953 | 2.044 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 335 | 39,58 | 138 | 42,27 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 17.602 | 1,06 | 7.265 | 3,67 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 578 | 1,76 | 239 | 4,39 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 3.436 | 0,12 | 1.418 | 2,68 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 420 | 173 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 217 | 50,69 | 90 | 56,14 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 92.213 | 3,12 | 38.063 | 5,77 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 6.958 | -86,79 | 2.548 | -84,34 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 668 | -3,05 | 276 | -0,72 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 15.074 | 2,15 | 6.222 | 4,77 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 6.281 | -1,86 | 2.593 | 0,66 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 1.369 | 46,26 | 565 | 50,27 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 5.158 | -42,49 | 2.129 | -34,13 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 609 | 0,00 | 251 | 2,45 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 12 | 5 | ||||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 9.006 | -4,58 | 3.717 | -2,13 | ||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 1.360 | 22,52 | 561 | 25,78 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 957 | 0,00 | 395 | 2,60 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 336 | 2,45 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 1.424 | 573 | ||||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 13.889 | 21,82 | 5.733 | 24,93 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 1.198 | -3,54 | 494 | -1,00 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 78 | 0 | ||||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 1.892 | -5,21 | 781 | -2,86 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.264 | 0,24 | 522 | 2,76 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 183 | -39,60 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 229.470 | 3,62 | 94.719 | 6,29 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 860 | -0,92 | 355 | 1,43 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 16.735 | -12,49 | 6.908 | -10,24 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 621 | -20,79 | 256 | -18,73 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 1.822 | -11,90 | 752 | -9,62 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 27.482 | -4,44 | 11.344 | -1,99 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 13.172 | 26,74 | 5.437 | 30,01 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 1.793 | -0,22 | 740 | 1,93 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 9.416 | 39,81 | 3.887 | 43,39 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 8.801 | 4,40 | 3.633 | 7,08 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 7.309 | 0,18 | 3.003 | 2,77 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 2.450 | 0,00 | 1.011 | 2,64 | ||||
| 2026-01-14 | 13F | BCO Wealth Management LLC | 1.439 | -19,34 | 594 | -17,29 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.160 | 0,00 | 892 | 2,53 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 1.533 | 2,47 | 633 | 4,98 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.700 | -16,67 | 702 | -15,24 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 99 | 350,00 | 41 | 400,00 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 517 | -2,82 | 213 | -0,47 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 2.258 | 923 | ||||||
| 2026-01-30 | 13F | Keybank National Association/oh | 5.440 | -1,88 | 2.245 | 0,63 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 56 | 0,00 | 23 | 4,55 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 721 | 18,78 | 298 | 21,72 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 61 | 0,00 | 25 | 4,17 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 2.467 | -69,15 | 1.018 | -68,37 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.289 | 18,68 | 1.771 | 33,79 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 6.914 | 26,49 | 2.854 | 29,74 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 75 | 0,00 | 31 | 3,33 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 559 | 231 | ||||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 143.266 | -0,47 | 59.136 | 2,09 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.100.021 | 0,83 | 454.056 | 3,43 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Spectrum Investment Advisors, Inc. | 567 | 234 | ||||||
| 2026-02-13 | 13F | TFB Advisors LLC | 35.774 | -0,91 | 14.767 | 2,46 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 3.794 | -19,57 | 1.566 | -17,49 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.232 | 17,63 | 5.462 | 20,66 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.667 | 914,07 | 1.101 | 947,62 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Petredis Investment Advisors Llc | 274.338 | -0,61 | 113.238 | 1,94 | ||||
| 2026-01-28 | 13F | Field & Main Bank | 71 | -21,11 | 29 | -19,44 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 67 | 0,00 | 28 | 3,85 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 22.525 | 1.000,93 | 9.298 | 1.028,28 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.985 | 70,15 | 2 | |||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 70 | -53,33 | 29 | -53,33 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 81.813 | 2,51 | 33.770 | 5,14 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 7.889 | -2,95 | 3.256 | -0,46 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.756 | 0,00 | 725 | 2,55 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 15.790 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.874 | -0,44 | 1.599 | 2,17 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 41 | 2,50 | ||||
| 2026-01-23 | 13F | Colorado Capital Management, Inc. | 9.308 | 2,58 | 4 | 0,00 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 937 | -1,58 | 387 | 0,78 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 20.902 | 8.411 | ||||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 44.310 | -4,39 | 18.290 | -1,94 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 1.500 | -25,00 | 619 | -23,01 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 10.324 | -0,19 | 4.261 | 2,38 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 46.495 | -1,63 | 19.192 | 0,90 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 753 | 4,73 | 311 | 6,90 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.778 | -6,35 | 1.560 | -3,94 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 11.269 | 76,94 | 4.630 | 80,65 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 3.436 | -0,49 | 1.418 | 1,87 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 353 | 2,33 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 806 | -5,73 | 333 | -3,49 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 3.554 | -0,56 | 1.467 | 1,95 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 9.906 | -0,17 | 4.089 | 2,38 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 38.171 | 1,18 | 15.756 | 3,78 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 12 | 5 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.063.914 | -33,34 | 439.152 | -31,63 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Fundamentun, Llc | 50.732 | -6,14 | 20.941 | -3,72 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 290 | 544,44 | 120 | 561,11 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 3.018 | -21,96 | 1.246 | -20,04 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 94 | 0,00 | 39 | 2,70 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 1.044 | 0,19 | 431 | 2,63 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 3.860 | 71,40 | 1.593 | 75,83 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 2.898 | 0,00 | 1.196 | 2,57 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | -0,33 | 376 | 12,28 | ||||
| 2026-01-23 | 13F | Gilliland Jeter Wealth Management LLC | 5.093 | 0,18 | 2.102 | 2,74 | ||||
| 2026-01-23 | 13F | Sfm, Llc | 1.059 | 0,00 | 437 | 2,58 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 5.842 | 444,45 | 2.411 | 459,40 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 554 | 229 | ||||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 184.423 | 80.083,91 | 76.176 | 5,63 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 33.103 | -0,08 | 13.664 | 2,49 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 189.729 | 4,28 | 78.314 | 6,96 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 786 | 4,94 | 324 | 7,64 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 514 | 212 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 138.870 | 5,09 | 57.397 | 7,35 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 1.763 | 0,00 | 728 | 2,54 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 718 | 296 | ||||||
| 2026-02-04 | 13F | Northeast Investment Management | 44.001 | 13,97 | 18.162 | 16,90 | ||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 1.609 | 0,00 | 664 | 1,84 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 220.484 | 0,91 | 91.009 | 3,50 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 597 | 0,00 | 246 | 2,50 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 761.508 | -4,68 | 314.584 | -2,17 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 89 | 106,98 | 36 | 133,33 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 45 | 10,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 6.123 | -9,77 | 2.528 | -7,44 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 8 | 0,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 4.335 | 0,00 | 1.789 | 2,52 | ||||
| 2025-10-20 | 13F | Brendel Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | FRG Family Wealth Advisors LLC | 5.541 | 11,02 | 2.287 | 13,89 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 878 | -12,20 | 362 | -9,95 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Encompass Wealth Advisors, Llc | 10.586 | 0,76 | 4.370 | 3,36 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 2.459 | 25,46 | 1.015 | 28,64 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 3.385 | 0,30 | 1.397 | 2,87 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.266 | 79,07 | 523 | 83,80 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.895 | 0,00 | 782 | 2,62 | ||||
| 2026-02-12 | 13F | First International Bank of Israel Ltd. | 4.385 | 1,08 | 1.810 | 3,67 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 2.634 | 11,99 | 1.087 | 14,90 | ||||
| 2025-10-16 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 14 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 6.415 | 0,00 | 2.648 | 2,52 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 1.727 | 713 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.626 | -4,90 | 3.973 | -2,46 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 4.219 | -1,17 | 1.741 | -3,39 | ||||
| 2025-08-27 | NP | HCMEX - HCM Income Plus Fund Class A Shares | 334.258 | -24,99 | 122.395 | -11,08 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 2.837 | 3,28 | 1.171 | 5,97 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 650 | 0,00 | 261 | -2,26 | ||||
| 2026-01-12 | 13F | Wealth Group Ltd | 1.065 | -2,20 | 439 | 0,23 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.542 | 119,05 | 1.462 | 124,92 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 538 | -0,19 | 222 | 2,78 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 83 | 2,50 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allied Investment Advisors, LLC | 734 | 0,00 | 303 | 2,37 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 182.448 | -2,58 | 75.309 | -0,08 | ||||
| 2026-01-05 | 13F | Helen Stephens Group, LLC | 977 | 0,21 | 403 | 2,81 | ||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 948 | 20,92 | 391 | 24,13 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 58.708 | 4,58 | 24.237 | 7,28 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 19.292 | -15,05 | 7.963 | -15,01 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 1.051 | 0,10 | 434 | 2,84 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 30.548 | 16,17 | 12.609 | 19,16 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 1.400 | 513 | ||||||
| 2026-02-13 | 13F | Apriem Advisors | 99.198 | 0,88 | 40.946 | 3,47 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 20.233 | 0,00 | 8.417 | 3,88 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 42.090 | 17 | ||||||
| 2026-01-28 | 13F | LifeSteps Financial, Inc. | 3.715 | -0,13 | 1.533 | 2,40 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 9.310 | 93,56 | 3.409 | 129,56 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 1.888 | 4,60 | 779 | 7,30 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 69 | 1,49 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 7.141 | 1,54 | 2.948 | 4,13 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 4.657 | 1.922 | ||||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3.279 | 1 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 162.219 | 162 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 713 | 0,00 | 287 | 9,58 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.671 | 0,00 | 672 | 9,98 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 3.408 | 0,00 | 1.407 | 2,55 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 3.511 | 3,26 | 1.449 | 5,92 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.487 | 1,78 | 614 | 4,25 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 4.481 | 9,43 | 1.850 | 12,26 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.367 | -2,50 | 564 | 0,00 | ||||
| 2026-01-14 | 13F | McMahon Financial Advisors, LLC | 1.645 | 0,00 | 679 | 2,57 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.597 | -0,81 | 659 | 1,85 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 11.930 | -1,63 | 4.925 | 0,90 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 638 | -84,36 | 252 | -85,20 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.412 | -4,47 | 583 | -2,02 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 96 | 0,00 | 40 | 2,63 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 2.480 | -26,63 | 1.024 | -24,78 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 1.034 | 427 | ||||||
| 2025-10-14 | 13F | Deane Retirement Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mather Group, Llc. | 11.605 | -25,25 | 4.790 | -23,32 | ||||
| 2026-02-04 | 13F | Ridgepath Capital Management LLC | 2.496 | 0,00 | 1.004 | 0,00 | ||||
| 2026-01-16 | 13F/A | Beacon Investment Advisory Services, Inc. | 825 | 341 | ||||||
| 2026-02-13 | 13F | PCM Encore, LLC | 6.492 | 2.680 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 529 | 218 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1.375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 798 | -0,99 | 329 | 1,54 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 70 | 0,00 | 29 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 38.561 | 8,52 | 15.917 | 11,31 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 143.715 | -4,66 | 59 | -1,67 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 25 | 10 | ||||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 825 | 341 | ||||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 792 | 0,00 | 327 | 2,19 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 2.943 | -8,69 | 1.215 | -6,40 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 3.450 | 0,88 | 1.424 | 3,49 | ||||
| 2026-01-27 | 13F | Davidson Investment Advisors | 780 | 0,00 | 322 | 2,56 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 600 | 0,00 | 242 | 10,05 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 2.144 | -4,63 | 885 | -2,10 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 1.833 | -0,92 | 756 | 1,61 | ||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 4.066 | 1.678 | ||||||
| 2026-02-17 | 13F | Jump Financial, LLC | 6.058 | 12,52 | 2.501 | 15,42 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 23.325 | 30,13 | 8.541 | 54,26 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 18 | 7 | ||||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.442 | 35.950,00 | 595 | 59.400,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 48.945 | -11,87 | 20.203 | -9,60 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 1.062 | 4,63 | 439 | 7,35 | ||||
| 2026-02-12 | 13F | Waters Parkerson & Co., Llc | 1.206 | 498 | ||||||
| 2026-02-12 | 13F | Manchester Financial Inc | 792 | 0,00 | 327 | 2,52 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | SOL Capital Management CO | 42.629 | -2,78 | 18 | 0,00 | ||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 4.552 | 4,74 | 1.879 | 7,44 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 411 | -4,20 | 170 | -1,74 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 35 | 0,00 | 14 | 0,00 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 8.288 | -5,13 | 3.421 | -2,70 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 6.013 | -3,02 | 2.482 | -0,56 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 23.923 | 12,66 | 7.805 | -8,66 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | -95,28 | 19 | -95,30 | ||||
| 2026-01-12 | 13F | Client 1st Advisory Group, Llc | 2.936 | 0,00 | 1.212 | 2,54 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 4.749 | 147,34 | 1.960 | 153,89 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 635 | 0,00 | 262 | 2,75 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 8.032 | 42,99 | 2.312 | 2,30 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 651 | -9,46 | 252 | -14,63 | ||||
| 2026-02-11 | 13F | NFC Investments, LLC | 704 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 10.914 | -85,57 | 4.505 | -85,20 | ||||
| 2026-01-23 | 13F | Legacy Advisory Services, LLC | 1.581 | -4,18 | 653 | -1,81 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 333 | 2,47 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 1.035 | 0,00 | 427 | 2,64 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 1.522 | 0,07 | 628 | 2,78 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 1.697 | -1,74 | 700 | 0,86 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 4.518 | -35,59 | 1.865 | -33,95 | ||||
| 2026-02-03 | 13F | Ewa, Llc | 520 | 215 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.169 | -4,65 | 483 | -2,23 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 106.346 | -5,27 | 44 | -4,44 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.700 | -0,93 | 702 | 1,59 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 43 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 136.011 | 0,59 | 56.141 | 3,17 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.835 | -18,98 | 757 | -16,90 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 357 | 147 | ||||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 1.329 | 0,00 | 549 | 2,43 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 23.060 | 49,26 | 8.444 | 76,93 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.651.172 | 11,69 | 1.094.325 | 14,56 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Finward Bancorp | 6.341 | -1,28 | 2.617 | 1,28 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 7.976 | -13,25 | 3.292 | -11,03 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 1.506 | 233,92 | 622 | 243,09 | ||||
| 2026-01-14 | 13F | Sicart Associates LLC | 14.871 | 0,34 | 6.138 | 2,92 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 50 | 0,00 | 21 | 0,00 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 116.850 | -0,02 | 48.232 | 2,55 | ||||
| 2026-01-16 | 13F | Bouchey Financial Group Ltd | 797 | 27,72 | 329 | 30,68 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.320 | 66,04 | 545 | 70,53 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 19.074 | 0,17 | 7.873 | 2,74 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 71 | 0,00 | 29 | 3,57 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 354 | 30,15 | 0 | |||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 1.003 | 9,26 | 404 | 19,94 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 856 | -14,66 | 353 | -12,41 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Allianz Se | 216 | 0,00 | 89 | 3,49 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 61.500 | -7,45 | 25.385 | -5,07 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 231.540 | -67,06 | 95.628 | -65,96 | ||||
| 2026-01-09 | 13F | Capstone Wealth Management Group LLC | 1.838 | 146,05 | 759 | 152,67 |
Other Listings
| US:MGK | $390,27 |
