Basisstatistiken
| Institutionelle Eigentümer | 284 total, 284 long only, 0 short only, 0 long/short - change of -1,37% MRQ |
| Durchschnittliche Portfolioallokation | 0.2640 % - change of -34,31% MRQ |
| Institutionelle Aktien (Long) | 66.060.289 (ex 13D/G) - change of -3,84MM shares -5,51% MRQ |
| Institutioneller Wert (Long) | $ 1.204.325 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) hat 284 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 66,060,289 Aktien. Die größten Aktionäre sind Orgel Wealth Management, LLC, Bank Of America Corp /de/, LPL Financial LLC, Global X Japan Co., Ltd., Morgan Stanley, Wells Fargo & Company/mn, New York Life Investment Management Llc, Envestnet Asset Management Inc, FUKOKU MUTUAL LIFE INSURANCE Co, and Lido Advisors, LLC .
Global X Funds - Global X U.S. Preferred ETF (BVL:PFFD) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Morgan Stanley | 2.968.352 | -33,38 | 56.132 | -35,16 | ||||
| 2025-10-31 | 13F | Rockport Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10.933 | -11,27 | 201 | -13,73 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 605 | 0,00 | 11 | 0,00 | ||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 30.855 | -34,71 | 583 | -36,49 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 7.045.871 | -4,40 | 129.644 | -6,98 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 13.945 | -1,01 | 257 | -3,76 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.937 | 72,95 | 7 | -71,43 | ||||
| 2025-11-14 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 26.953 | 48,72 | 510 | 44,60 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 21.224 | -60,92 | 401 | -61,99 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 1,58 | 16 | -6,25 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 18.729 | -21,88 | 354 | -23,87 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 6.682 | 17,21 | 126 | 14,55 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 470.691 | 6,99 | 8.901 | 4,13 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2.655 | 50 | ||||||
| 2025-11-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 10.209 | -0,20 | 193 | -2,53 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 20.154 | 1,57 | 381 | -1,04 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 498 | 0,00 | 9 | 0,00 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 24.849 | 98,78 | 470 | 990,70 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34.457 | 15,52 | 634 | 12,41 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 29.870 | 3.294,32 | 550 | 3.331,25 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 45.350 | -3,31 | 858 | -5,93 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 193.747 | 2,69 | 3.664 | -0,05 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12.546 | 8,23 | 231 | 5,02 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 104.538 | 7,38 | 1.977 | 7,80 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 327.067 | 23,04 | 6.185 | 19,73 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 10.551 | 194 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 77.117 | -20,91 | 1.458 | -23,02 | ||||
| 2026-01-27 | 13F | Plimoth Trust Co Llc | 68.334 | -0,16 | 1.292 | -2,78 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 120.415 | -2,28 | 2.277 | -4,89 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 10.000 | 0,00 | 189 | -2,58 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 66.139 | 4,41 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 23.143 | 13,69 | 438 | 10,63 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 993.381 | 7,73 | 18.785 | 4,84 | ||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 3.418.081 | 62.893 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 136.375 | -15,43 | 2.579 | -17,71 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 30.669 | -4,64 | 581 | -4,61 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.401.424 | -10,59 | 26.501 | -12,99 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98.645 | -7,65 | 1.817 | -11,67 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 307.627 | 7,80 | 5.660 | 4,89 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 107.823 | -1,60 | 2.039 | -4,27 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 95 | -99,97 | 2 | -99,98 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 10.314 | 3,14 | 195 | 0,52 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 1.976 | -57,43 | 37 | -58,89 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 120.569 | 31,61 | 2.280 | 28,03 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 51.906 | 321,83 | 982 | 310,46 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 53.762 | -18,53 | 1.017 | -20,75 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0,00 | 0 | |||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 28.301 | 1,05 | 535 | -1,65 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 458.749 | -55,09 | 8.675 | -56,29 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 9 | 0 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 230 | -95,14 | 4 | -95,60 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 33.327 | 45,53 | 630 | 41,89 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 7 | 0,00 | 0 | |||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 55.536 | -34,80 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 120.029 | -1,99 | 2.270 | -4,62 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 382.928 | 26,79 | 7.046 | 23,38 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 61.069 | 37,76 | 1.155 | 34,03 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 79.383 | 3,41 | 1.501 | 0,67 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 43.651 | -3,11 | 825 | -5,71 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 14.417 | 4,21 | 273 | 1,49 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 28.927 | 4,09 | 547 | 1,48 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.472 | -0,80 | 285 | -4,05 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 98.955 | 1.871 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 19.386 | -4,26 | 367 | -6,87 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 668.076 | 1,15 | 12.633 | -1,55 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10.426 | -68,25 | 197 | -69,12 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 33.470 | 27,85 | 633 | 24,41 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 58.360 | -21,47 | 1.074 | -23,63 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 79.705 | 10,81 | 1.467 | 7,79 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 29.881 | -2,06 | 1 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.585 | 195 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 20.758 | 16,68 | 383 | 11,66 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 47.758 | 10,79 | 903 | 7,89 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 36.991 | 3,21 | 700 | 0,43 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 24.791 | 8,59 | 469 | 5,64 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.845.274 | -8,08 | 72.714 | -10,54 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 17.445 | -0,01 | 336 | -1,47 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 195.533 | -6,05 | 3.717 | -8,06 | ||||
| 2026-01-29 | 13F | UBS Group AG | 703.670 | -20,87 | 13.306 | -22,98 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 517 | 35,70 | 10 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30.530 | -1,75 | 561 | -4,43 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 86.600 | 0,00 | 1.638 | -2,68 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 27.245 | -8,41 | 501 | -10,85 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 375 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 105.829 | -1,68 | 2.001 | -4,30 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31.818 | -5,17 | 585 | -7,73 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 42.935 | 23,33 | 790 | 20,06 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 29.932 | 0,00 | 566 | -2,58 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 919.406 | 22,34 | 16.917 | 19,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 55.398 | -2,45 | 1.048 | 104.600,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 6.358 | -12,94 | 120 | -14,89 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.333 | -12,53 | 25 | -13,79 | ||||
| 2026-01-21 | 13F | Unison Advisors LLC | 67.445 | 3,34 | 1.275 | 0,55 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 122.595 | 1,96 | 2.318 | -0,77 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 34.698 | 107,46 | 656 | 102,47 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 135.920 | -5,73 | 2.570 | -8,28 | ||||
| 2025-11-05 | 13F | Collier Financial | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 12.036 | 1,57 | 228 | -1,30 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 332.991 | -2,32 | 6.297 | -4,94 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 12.000 | 0,00 | 227 | -3,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 1.525.258 | -1,31 | 29.621 | -1,36 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.071.447 | 81,43 | 20.261 | 76,58 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 4.959 | 94 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 500 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 28.850 | -27,09 | 546 | -29,04 | ||||
| 2026-02-10 | 13F | Cornerstone Select Advisors, LLC | 11.549 | 0,00 | 218 | -2,68 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 852.381 | 1,49 | 16.119 | -1,23 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 161.811 | 762,76 | 3.060 | 740,38 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 29.023 | 0,85 | 549 | -1,97 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 94.952 | 1,22 | 1.796 | -1,48 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 16.930 | 320 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 16.853 | 2,45 | 319 | -0,31 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 257 | 5 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 13.798 | 261 | ||||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 32.836 | -5,10 | 621 | -7,74 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 129.033 | -38,73 | 2.440 | -40,25 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 13.617 | -50,86 | 251 | -52,29 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 4.717 | 0,00 | 89 | -2,20 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 74.564 | 7,25 | 1.410 | 4,44 | ||||
| 2026-02-10 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1.551.000 | 0,00 | 29.329 | -2,67 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 6.439 | -6,67 | 122 | -9,70 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 28.442 | -8,52 | 538 | -11,09 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 10Elms LLP | 23.010 | 435 | ||||||
| 2026-01-14 | 13F | Advisors Management Group Inc /adv | 14.296 | -7,81 | 0 | |||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 697.288 | 14,80 | 12.830 | 11,71 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 24.599 | -4,85 | 465 | -7,37 | ||||
| 2026-04-21 | 13F | SWS Partners | 314.551 | 4,47 | 5.788 | 1,12 | ||||
| 2026-01-26 | 13F | Invested Advisors | 16.397 | 310 | ||||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 82 | 0,00 | 2 | 0,00 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 383 | 1,32 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 16.731 | 1,57 | 308 | -1,29 | ||||
| 2026-01-29 | 13F | First Interstate Bank | 178.592 | 50,05 | 3.377 | 46,06 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 12.863 | 140,16 | 243 | 133,65 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 394.708 | 7.464 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 463 | -59,46 | 9 | -63,64 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 38.011 | 0,03 | 719 | -2,71 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 288 | 87,01 | 5 | 150,00 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 2.962 | 0,00 | 56 | -1,75 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 51 | 1 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 6.012.027 | 5,35 | 113.687 | 2,53 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 622 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 2.712 | 51 | ||||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15.196 | 0,00 | 280 | -2,79 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 717 | 0,00 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 30.085 | -4,28 | 554 | -6,90 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 21.994 | -15,74 | 424 | -15,90 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 20.925 | -54,27 | 396 | -55,57 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 27.000 | 511 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 24.836 | 7,99 | 470 | 5,16 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 192.568 | -30,22 | 3.641 | -32,10 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 98.178 | 14,20 | 1.806 | 11,14 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1.000 | 0,00 | 18 | 0,00 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 16.890 | 319 | ||||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.978 | 0,00 | 37 | -2,63 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 8.000 | 0,00 | 152 | -1,94 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 40.040 | 9,78 | 757 | 6,92 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 76.742 | -2,59 | 1.451 | -4,98 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 823 | 0,00 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.564 | 0,00 | 30 | -3,33 | ||||
| 2026-02-17 | 13F | Fmr Llc | 706 | 4,59 | 13 | 0,00 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 50.529 | -1,17 | 956 | -3,83 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 85.403 | -42,69 | 1.615 | -44,25 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.292 | -40,99 | 138 | -42,92 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 30.643 | 68,45 | 564 | 64,14 | ||||
| 2026-02-05 | 13F | Conning Inc. | 580.200 | 0,00 | 10.972 | -2,68 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.426.501 | 5,00 | 27 | 0,00 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 1.122.939 | 3,99 | 21.235 | 1,20 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 12.386 | -17,62 | 234 | -19,86 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 115 | -46,76 | 2 | -50,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 69.497 | -3,29 | 1.279 | -5,89 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 10.156 | 0,96 | 192 | -1,54 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 131.539 | -14,26 | 2.487 | -16,54 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.676.222 | -0,56 | 50.607 | -3,22 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 9.712 | -12,61 | 184 | -14,88 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.676.290 | 18,57 | 31.699 | 15,39 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 123.732 | -10,01 | 2.340 | -12,43 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 97 | 0,00 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 16.446 | -2,00 | 311 | -4,91 | ||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 98.557 | 1.915 | ||||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 16.888 | 0,00 | 319 | -2,74 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 13.353 | 253 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 11.281 | 213 | ||||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 1.693.467 | -6,88 | 32.023 | -9,38 | ||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 71.855 | -1,49 | 1.359 | -4,16 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 10.770 | 0,00 | 204 | -2,87 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1 | -99,88 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 21.450 | -10,72 | 406 | -13,09 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.645 | 50 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 113.085 | -24,67 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 687.446 | 8,83 | 13.000 | 5,92 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 49.572 | 16,69 | 937 | 13,58 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3.544 | 0,00 | 65 | -2,99 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 133.611 | 24,07 | 2.527 | 20,75 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 396.556 | -46,05 | 7.499 | -47,50 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 52.359 | 990 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 21.726 | 0,00 | 411 | -2,84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 25.324 | -22,51 | 466 | -24,64 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 80 | -98,56 | 2 | -99,07 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 16.691 | -14,66 | 316 | -17,11 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 36 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 61.838 | -42,12 | 1.169 | -43,69 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 137 | 1,48 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 340.590 | 11,10 | 6.441 | 8,13 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 11.655 | 0 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 55.275 | 8,52 | 1.082 | 9,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 133.059 | -10,53 | 2.516 | -12,91 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 17.588 | 0,00 | 333 | -2,64 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 132 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 19.410 | 0,00 | 357 | -2,72 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 687 | -22,37 | 13 | -29,41 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 1.728 | -6,24 | 33 | -8,57 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 69.736 | 1,60 | 1.319 | -1,13 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 12.175 | 0,00 | 230 | -2,54 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 145.184 | 6,81 | 2.835 | 7,35 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 402.800 | 4,24 | 7.412 | 1,44 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 120.832 | 2.285 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 1 | 0,00 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 2.731 | 0,04 | 52 | -3,77 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 25.700 | 0,00 | 473 | -2,68 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 35.981 | -24,29 | 680 | -26,33 | ||||
| 2026-01-15 | 13F | Adams Asset Advisors, LLC | 49.452 | -1,38 | 935 | -4,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 12.100 | 3,42 | 229 | 0,44 | |||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 377.162 | 6,10 | 7.132 | 3,26 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 17.754 | 1,40 | 336 | -1,47 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 768 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 53.454 | 1,47 | 1.011 | -1,27 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 46.963 | -27,51 | 888 | -29,41 | ||||
| 2026-01-26 | 13F | David Kennon Inc | 219.554 | 0,48 | 4.152 | -2,21 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 122 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 95.540 | 24,42 | 1.807 | 21,05 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 20.538 | 26,40 | 388 | 23,17 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 722.819 | 13,91 | 13.668 | 10,86 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 10.306 | 195 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 128.302 | -2,83 | 2.439 | -4,91 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 407.154 | 3,16 | 7.699 | 0,40 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 143.920 | 20,36 | 2.722 | 17,13 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 22 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6.510 | 0,00 | 123 | -2,38 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 9.154 | 0,00 | 173 | -2,26 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 465.932 | -47,84 | 8.799 | -49,32 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 10.000 | 0,00 | 189 | -2,58 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 14.857 | -23,37 | 281 | -25,53 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 39 | 0,00 | 1 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 336.564 | -17,28 | 6 | -14,29 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 283.436 | -3,81 | 5.374 | -3,57 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 151.748 | -1,83 | 2.885 | -3,96 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 75.016 | 9,88 | 1.419 | 6,94 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 160.153 | -8,42 | 3.028 | -10,86 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 29.000 | 0,00 | 548 | -2,66 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 4.006 | 0,00 | 76 | -2,60 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 251.045 | -18,70 | 4.747 | -20,87 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 1.338.750 | -4,11 | 26.012 | -1,05 | ||||
| 2026-01-14 | 13F | MeadowBrook Investment Advisors LLC | 7.695 | 0,00 | 146 | -2,68 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 23.403 | 0,00 | 443 | -2,64 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 22.929 | -23,52 | 422 | -25,62 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 16.388 | -20,86 | 310 | -23,13 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 27.537 | -2,42 | 522 | -4,93 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 18.442 | 13,18 | 349 | 10,13 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 553 | 1,65 | 10 | 0,00 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 2.118 | 40 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 242.721 | -4,80 | 4.726 | -4,47 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 1.049.537 | -1,84 | 19.847 | -4,47 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 8.460 | 17,50 | 160 | 14,39 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.026.356 | 0,61 | 19.408 | -2,09 | ||||
| 2026-02-05 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 1.341.305 | 0,00 | 25.364 | -2,67 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 194.839 | 5,93 | 3.585 | 3,08 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 36.583 | 0,69 | 692 | -1,99 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.115 | 11,01 | 76 | 7,14 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 7.453 | 0,00 | 141 | 0,00 | ||||
| 2026-01-14 | 13F | Youngs Advisory Group, Inc. | 961.547 | 0,20 | 18.183 | -2,48 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 192.412 | -5,06 | 3.639 | -7,59 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 592.095 | 10,49 | 10.895 | 6,97 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 22.569 | 6,38 | 427 | 3,40 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 40 | -99,39 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2.663 | 1,56 | 49 | 0,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10.794 | 199 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 65 | 0,00 | 1 | 0,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 6 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 11.339 | -17,84 | 209 | -20,00 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 4.277 | 1,47 | 81 | -1,23 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 14.972 | -21,90 | 283 | -23,92 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 30.145 | -1,65 | 570 | -4,20 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 19.591 | -6,32 | 370 | -8,87 |
Other Listings
| US:PFFD | 18,88 $ |
