0KRX - Prudential Financial, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (LSE)

Prudential Financial, Inc.
GB ˙ LSE ˙ US7443201022
101,60 US$ ↑1,16 (1,15%)
2026-02-26
DELAT PRIS
Grundläggande statistik
Institutionella ägare 1677 total, 1638 long only, 1 short only, 38 long/short - change of −13,00% MRQ
Aktiepris 101,60
Genomsnittlig portföljallokering 0.1341 % - change of −16,34% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 224 827 131 - 64,62% (ex 13D/G) - change of −8,48MM shares −3,62% MRQ
Institutionellt värde (lång) $ 24 361 711 USD ($1000)
Institutionellt ägande och aktieägare

Prudential Financial, Inc. (GB:0KRX) har 1677 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 224,827,131 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., State Street Corp, Geode Capital Management, Llc, Morgan Stanley, Goldman Sachs Group Inc, Spdr S&p 500 Etf Trust, IVV - iShares Core S&P 500 ETF, Northern Trust Corp, and Invesco Ltd. .

Prudential Financial, Inc. (LSE:0KRX) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of February 26, 2026 is 101,60 / share. Previously, on February 28, 2025, the share price was 113,42 / share. This represents a decline of 10,42% over that period.

GB:0KRX / Prudential Financial, Inc. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-01-22 13F Investment Advisory Services Inc /tx /adv 1 924 217
2026-02-17 13F Harvey Capital Management Inc 2 600 0,00 293 8,92
2026-02-13 13F Resources Management Corp /ct/ /adv 41 0,00 0
2026-01-21 13F Yousif Capital Management, Llc 43 836 −6,24 4 750 −2,08
2026-02-04 13F Dogwood Wealth Management LLC 89 −4,30 10 11,11
2025-09-29 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 727 −11,28 2 250 −10,54
2026-01-28 13F Proathlete Wealth Management Llc 440 0,00 50 8,89
2026-02-12 13F BlackRock, Inc. 32 448 207 2,23 3 662 754 11,23
2026-01-09 13F Cultivar Capital, Inc. 2 146 8,06 242 17,48
2026-01-09 13F Diversified Trust Co 7 749 875
2026-02-17 13F Prelude Capital Management, Llc 0 −100,00 0
2026-02-06 13F Addison Advisors LLC 893 1,71 101 9,89
2026-02-02 13F Qrg Capital Management, Inc. 33 696 14,01 3 804 24,04
2026-01-30 13F Oakworth Capital, Inc. 1 390 0,00 157 8,33
2026-02-03 13F Lumbard & Kellner, LLC 25 674 −1,24 2 898 7,49
2026-02-18 13F Beacon Pointe Advisors, LLC 8 367 51,77 944 65,32
2026-01-09 13F IFS Advisors, LLC 12 0,00 1 0,00
2026-01-12 13F KWB Wealth 0 −100,00 0
2026-02-10 13F Arcadia Investment Management Corp/mi 32 14,29 4 50,00
2026-02-10 13F Westpac Banking Corp 1 786 0,00 202 8,65
2025-11-07 13F Tobam 82 −85,56 0
2026-02-03 13F Cheviot Value Management, LLC 250 0,00 27 4,00
2026-01-28 13F West Michigan Advisors, Llc 2 188 −1,49 247 7,39
2025-10-08 13F Country Club Bank /gfn 72 248 −0,37 7 502 −3,44
2026-01-26 13F Abundance Wealth Counselors 19 658 −0,17 2 219 8,62
2026-02-10 13F Pinnacle West Asset Management, Inc. 5 630 −1,75 1
2026-02-11 13F LPL Financial LLC 818 119 6,33 92 349 15,70
2026-02-17 13F Public Employees Retirement System Of Ohio 122 586 0,21 13 838 9,05
2026-02-11 13F XML Financial, LLC 21 306 −0,64 2 405 8,14
2026-01-29 13F Advantage Trust Co 0 −100,00 0
2026-01-28 13F Old National Bancorp /in/ 6 289 −1,19 710 7,42
2026-02-10 13F Bnp Paribas Arbitrage, Sa Call 332 0,00 3 748 8,80
2026-02-10 13F Bnp Paribas Arbitrage, Sa 779 930 57,40 88 038 71,27
2026-02-13 13F Citigroup Inc 420 337 0,45 47 448 9,30
2026-01-23 13F Smith, Moore & Co. 1 890 213
2026-02-10 13F Bnp Paribas Arbitrage, Sa Put 7 895 53,42 89 119 66,94
2026-02-06 13F Global Retirement Partners, LLC 10 304 71,68 1 163 86,98
2026-02-13 13F Citigroup Inc Call 37 500 −24,24 4 233 −17,57
2026-02-13 13F Citigroup Inc Put 74 500 −19,46 8 410 −12,36
2026-02-05 13F Stephens Inc /ar/ 35 034 8,07 3 955 17,57
2026-01-20 13F Steel Peak Wealth Management LLC 0 −100,00 0
2026-01-22 13F Nippon Life Insurance Co 2 560 000 0,00 289 8,68
2026-02-13 13F Panagora Asset Management Inc 2 705 0,00 305 8,93
2026-02-05 13F High Note Wealth, LLC 47 20,51 5 25,00
2026-01-30 13F North Star Investment Management Corp. 3 536 2,11 399 11,14
2026-02-23 13F Wealth Preservation Advisors, LLC 1 075 0,00 121 9,01
2026-01-16 13F First Community Trust Na 184 0,00 21 5,26
2026-02-09 13F Cary Street Partner Investment Advisory Llc 511 −5,55 58 1,79
2026-01-07 13F Hilltop National Bank 11 117 −0,40 1 255 8,38
2026-02-03 13F Gateway Investment Advisers Llc 24 540 20,53 2 770 31,16
2026-02-04 13F Asahi Life Asset Management Co., Ltd. 4 004 4,27 452 13,32
2026-02-19 13F Atomi Financial Group, Inc. 3 836 24,10 433 35,00
2026-02-03 13F RB Capital Management, LLC 2 058 −12,31 232 −4,53
2026-02-11 13F Krane Funds Advisors LLC 3 878 438
2026-02-04 13F GGM Financials LLC 47 0,00 5 25,00
2026-02-12 13F Federation des caisses Desjardins du Quebec 25 243 89,44 2 848 106,01
2025-11-14 13F Susquehanna Fundamental Investments, Llc 0 −100,00 0
2025-11-20 13F Centaurus Financial, Inc. 0 −100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 26 750 −7,10 3 020 1,07
2026-01-26 13F Whittier Trust Co 2 981 30,12 351 47,06
2026-02-05 13F Conning Inc. 1 921 −26,20 217 −20,00
2025-09-25 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 33 342 8,05 3 454 8,96
2025-12-09 13F Painted Porch Advisors LLC 37 0,00 4 0,00
2026-01-30 13F Turning Point Benefit Group, Inc. 289 36,97 33 52,38
2025-09-26 NP FSUMX - Fidelity Series Sustainable U.S. Market Fund 1 126 −3,01 117 −2,52
2026-01-21 13F Hudson Capital Management LLC 44 692 3,99 5 045 13,14
2026-02-17 13F Advisor Group Holdings, Inc. 137 335 −20,06 15 513 −15,63
2026-02-10 13F Crestmont Private Wealth LLC 2 832 7,03 320 16,42
2026-01-20 13F Austin Private Wealth, LLC 5 677 3,48 641 12,48
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5 831 35,60 604 36,73
2026-02-09 13F Allen Capital Group, LLC 2 089 −2,75 236 5,86
2025-11-13 13F Glenmede Investment Management, LP 12 575 −0,07 1 305 −3,55
2026-02-11 13F MidWestOne Financial Group, Inc. 2 794 6,24 315 15,81
2026-01-21 13F Country Trust Bank 176 −12,00 20 −5,00
2026-02-13 13F Platform Technology Partners 1 938 219
2026-02-10 13F Sivia Capital Partners, LLC 2 808 317
2026-02-17 13F Prosperity Bancshares Inc 316 36
2025-12-10 13F Mainstay Capital Management Llc /adv 0 −100,00 0
2025-09-24 NP SUSA - iShares MSCI USA ESG Select ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305 626 12,94 31 657 13,90
2026-02-06 13F Principle Wealth Partners Llc 42 679 −2,55 4 818 6,03
2026-02-13 13F Korea Investment CORP 214 439 −2,04 24 206 6,59
2026-01-26 13F Old Point Trust & Financial Services N A 200 0,00 23 10,00
2026-02-03 13F Patten & Patten Inc/tn 12 410 −4,60 1 401 3,78
2026-02-11 13F Brandywine Global Investment Management, LLC 178 605 −1,92 20 161 6,72
2025-10-07 13F GFG Capital, LLC 0 −100,00 0
2026-02-12 13F Great Valley Advisor Group, Inc. 7 173 −2,59 810 6,03
2026-01-30 13F American Capital Advisory, LLC 13 85,71 1
2025-09-26 NP PWV - Invesco Dynamic Large Cap Value ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148 776 9,19 15 410 10,12
2026-01-27 13F Financial Management Professionals, Inc. 3 0
2026-01-30 13F Strategic Blueprint, LLC 4 169 3,37 471 12,44
2025-08-28 NP KIE - SPDR(R) S&P Insurance ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 154 002 −7,65 16 546 −11,16
2026-02-12 13F Raiffeisen Bank International AG 99 441 16,47 11 305 27,52
2026-01-05 13F Park Avenue Securities Llc 19 183 25,92 2 100,00
2026-02-17 13F CHICAGO TRUST Co NA 0 −100,00 0
2026-02-02 13F Breakwater Investment Management 5 0,00 1
2026-01-14 13F Nova Wealth Management, Inc. 68 0,00 8 0,00
2026-02-13 13F Treasurer of the State of North Carolina 146 738 −7,97 17 0,00
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 4 840 6,28 546 15,68
2026-02-17 13F Bank Of America Corp /de/ Put 0 −100,00 0
2026-02-17 13F Bank Of America Corp /de/ Call 0 −100,00 0
2026-02-04 13F Wsfs Capital Management, Llc 3 900 6,53 440 16,09
2026-02-05 13F 1620 Investment Advisors, Inc. 20 0,00 2 0,00
2026-01-27 13F BankPlus Trust Department 8 891 12,32 1 004 22,17
2026-02-13 13F Centiva Capital, LP 0 −100,00 0
2026-02-13 13F American Century Companies Inc 601 125 15,89 67 855 26,10
2025-09-26 NP LSVGX - LSV Global Value Fund Institutional Class Shares 1 400 0,00 145 1,40
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 427 384 2,52 45 918 −1,37
2026-01-29 13F Concurrent Investment Advisors, LLC 16 991 21,66 1 918 32,39
2026-02-10 13F IAG Wealth Partners, LLC 752 0,80 85 9,09
2026-02-04 13F Community Bank, N.A. 674 22,32 76 33,33
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 5 422 2,13 562 2,94
2026-01-26 13F Riverview Trust Co 150 0,00 17 6,67
2026-02-06 13F EverSource Wealth Advisors, LLC 3 030 29,93 342 41,91
2026-02-12 13F Wealthspire Advisors, LLC 5 230 73,24 590 88,50
2026-02-17 13F Cahill Financial Advisors Inc 3 512 −1,51 396 7,32
2026-02-12 13F William Allan, Llc 2 414 272
2025-09-24 NP TOK - iShares MSCI Kokusai ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 064 0,00 110 0,92
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 24 995 −3,09 2 685 −6,77
2026-02-17 13F Susquehanna International Group, Llp Put 609 100 −41,91 68 755 −36,79
2026-02-17 13F Susquehanna International Group, Llp Call 793 300 −8,08 89 548 0,02
2026-02-13 13F Ingalls & Snyder Llc 0 −100,00 0
2026-02-13 13F OpenArc Corporate Advisory, LLC 3 889 439
2026-02-12 13F Richard W. Paul & Associates, LLC 6 809 8,96 769 18,52
2026-02-17 13F Susquehanna International Group, Llp 88 798 46,84 10 024 59,78
2026-01-29 13F Pictet Asset Management Holding SA 476 027 1,85 53 739 10,84
2026-02-13 13F Quattro Advisors LLC 149 17
2026-01-26 13F Thomasville National Bank 2 241 −3,57 253 4,56
2026-02-09 13F Mediolanum International Funds Ltd 30 282 −0,25 3 443 9,24
2026-02-06 13F Creative Financial Designs Inc /adv 253 −29,13 29 −24,32
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 2 100 237
2026-02-17 13F Parallax Volatility Advisers, L.P. Call 9 500 −78,98 1 072 −77,14
2026-01-29 13F State Of Michigan Retirement System 102 955 −1,44 11 622 7,24
2026-01-29 13F Vanguard Group Inc 42 422 113 0,14 4 788 608 8,96
2026-02-05 13F Tucker Asset Management Llc 117 13
2026-02-13 13F Polymer Capital Management (HK) LTD 0 −100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 56 995 34,95 6 438 46,95
2026-01-26 13F KBC Group NV 157 538 94,31 18 112,50
2026-02-14 13F Frec Markets, Inc. 3 710 419
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 100 492 21,60 11 826 37,98
2025-09-26 NP RCGE - RockCreek Global Equality ETF 3 611 15,26 374 16,51
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 189 13,72 1 632 9,39
2025-11-21 13F/A Royal Bank Of Canada Call 0 −100,00 0 −100,00
2026-01-23 13F Whitener Capital Management, Inc. 2 355 0,00 266 8,61
2026-02-10 13F Nomura Asset Management Co Ltd 125 170 3,54 14 129 12,66
2025-11-14 13F Binnacle Investments Inc 52 23,81 5 25,00
2026-02-13 13F Sofos Investments, Inc. 0 −100,00 0
2026-01-14 13F Goelzer Investment Management, Inc. 55 880 −2,68 6 308 5,89
2026-01-20 13F Toth Financial Advisory Corp 488 0,00 55 10,00
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0 −100,00
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 10 056 5,10 1 135 14,42
2026-02-18 13F Caitlin John, LLC 18 0,00 2 100,00
2025-09-25 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 888 982 −24,85 92 081 −24,21
2026-01-28 13F Key Client Fiduciary Advisors, LLC 18 026 −12,85 2 035 −5,17
2026-02-17 13F Aquatic Capital Management LLC 0 −100,00 0
2026-02-05 13F Mesirow Financial Investment Management, Inc. 5 817 −8,74 657 −0,76
2025-09-24 NP SJCAX - Steward Large Cap Core Fund Class A 0 −100,00 0 −100,00
2026-02-10 13F Principia Wealth Advisory, LLC 19 −9,52 2 0,00
2026-02-04 13F Swiss Life Asset Management Ltd 89 481 24,04 10 101 34,97
2026-02-13 13F Prudential Financial Inc 165 903 −10,63 18 727 −2,75
2025-09-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 978 −0,74 11 909 0,10
2026-02-13 13F Bridgefront Capital, LLC 16 278 277,07 1 837 310,96
2026-02-17 13F NewSquare Capital LLC 60 797 −27,32 6 863 −20,92
2026-01-23 13F Private Wealth Management Group, LLC 232 −0,43 26 8,33
2026-02-17 13F Nomura Holdings Inc 9 108 0,42 1 028 9,36
2026-01-23 13F Aspect Partners, LLC 68 0,00 8 0,00
2026-01-30 13F Sigma Planning Corp 31 037 1,53 3 503 10,47
2025-10-30 13F Traub Capital Management LLC 0 −100,00 0
2026-01-21 13F Clayton Financial Group LLC 73 128,12 8 166,67
2026-02-04 13F HighPoint Advisor Group LLC 12 694 −2,84 1 433 5,68
2026-02-11 13F Total Wealth Planning & Management, Inc. Put 4 600 0,00 519 5,06
2025-11-14 13F Axa S.a. 0 −100,00 0
2026-02-03 13F International Assets Investment Management, Llc 141 326 1 570,13 1 390 50,76
2026-02-11 13F Total Wealth Planning & Management, Inc. 5 096 0,00 575 5,12
2026-02-18 13F EP Wealth Advisors, Inc. 10 221 −16,26 1 154 −12,05
2026-02-10 13F IFG Advisory, LLC 1 939 219
2026-02-12 13F New York State Common Retirement Fund 231 489 −0,86 26 130 7,88
2026-02-09 13F Shufro Rose & Co Llc 3 000 −15,80 339 −14,86
2026-02-17 13F DV Trading LLC 600 68
2025-09-29 NP RSP - Invesco S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 350 675 1,95 139 903 2,81
2026-02-12 13F Voya Investment Management Llc 70 335 −6,30 7 939 1,97
2025-09-29 NP CRQSX - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 28 569 1,42 2 959 2,28
2026-02-17 13F Tcw Group Inc 5 501 621
2026-01-14 13F Eastern Bank 625 −12,71 71 −5,41
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 251 951 0,00 26 097 0,85
2026-01-15 13F Lodestone Wealth Management LLC 250 28
2026-02-17 13F Warren Averett Asset Management, LLC 5 255 0,32 593 9,21
2026-01-05 13F GAMMA Investing LLC 9 119 9,88 1 029 19,65
2026-02-13 13F Sterling Capital Management LLC 21 556 −5,72 2 433 2,61
2026-01-23 13F Bellevue Asset Management, Llc 75 0,00 8 14,29
2026-01-28 13F Davis Capital Management 68 0,00 8 0,00
2026-02-10 13F Core Wealth Advisors, Llc 21 2
2026-02-17 13F Scientech Research LLC 0 −100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 9 404 −6,01 1 062 2,31
2026-01-14 13F Waycross Partners, Llc 2 755 0,00 311 8,77
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62 085 0,00 6 431 0,85
2026-02-03 13F NewEdge Wealth, LLC 4 363 493
2025-11-14 13F Wetherby Asset Management Inc 6 989 −7,91 725 −11,04
2026-02-11 13F MCF Advisors LLC 680 0,00 77 8,57
2025-09-29 NP PTLC - Pacer Trendpilot US Large Cap ETF 21 882 −10,87 2 267 −23,55
2026-01-30 13F Ares Financial Consulting, LLC 212 24
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 465 −3,93 50 −9,26
2026-02-13 13F Blueshift Asset Management, LLC 0 −100,00 0
2026-01-07 13F Sagespring Wealth Partners, Llc 6 911 17,10 780 27,45
2026-02-13 13F Whalerock Point Partners, Llc 19 357 4,11 2 185 13,33
2026-02-10 13F Eurizon Capital SGR S.p.A. 335 825 37 912
2026-02-13 13F Charles Schwab Investment Management Inc 2 428 696 0,66 274 151 9,53
2026-02-09 13F Knights of Columbus Asset Advisors LLC 81 184 18,12 9 164 28,55
2025-09-25 NP ROUS - Hartford Multifactor US Equity ETF 20 769 −1,68 2 151 −8,82
2025-10-07 13F Northside Capital Management, LLC 0 −100,00 0 −100,00
2025-09-25 NP DFLV - Dimensional US Large Cap Value ETF 171 188 9,78 17 732 10,71
2026-01-14 13F International Private Wealth Advisors LLC 3 739 5,35 422 14,67
2026-02-02 13F Bay Harbor Wealth Management, LLC 34 −60,92 4 −66,67
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 1 215 −41,13 126 −40,76
2026-01-20 13F Savvy Advisors, Inc. 11 839 36,52 1 336 48,61
2026-01-29 13F Dunhill Financial, LLC 314 982,76 35 1 066,67
2026-01-27 13F Regions Financial Corp 13 681 −8,27 1 544 −0,19
2026-02-17 13F Two Sigma Investments, Lp Put 2 200 248
2026-01-26 13F Foster Victor Wealth Advisors, LLC 2 297 12,93 257 21,33
2026-02-11 13F Parallel Advisors, LLC 4 189 −3,81 473 4,66
2025-11-14 13F Mbb Public Markets I Llc 0 −100,00 0
2026-01-20 13F Perpetual Ltd 4 148 468
2026-02-09 13F Fisher Asset Management, LLC 2 855 −6,42 322 1,90
2025-09-12 NP AFALX - Applied Finance Core Fund Investor Class 6 435 3,21 667 4,06
2026-02-13 13F AlTi Global, Inc. 2 363 −0,30 267 8,57
2026-02-11 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 31 141 3 515
2026-01-22 13F City Holding Co 1 000 −38,69 113 −33,73
2026-02-17 13F EFG International AG 3 138 354
2026-02-05 13F Everstar Asset Management, LLC 8 487 13,04 958 23,14
2026-02-13 13F Brown Advisory Inc 3 681 −9,87 416 −1,89
2026-02-09 13F Quest Partners LLC 18 118 29,07 2 045 40,45
2025-09-29 NP FAS - Direxion Daily Financial Bull 3X Shares 87 038 9,02 9 015 9,95
2026-02-13 13F Rafferty Asset Management, LLC 106 773 −8,86 12 053 −0,83
2025-11-07 13F Synovus Financial Corp 3 524 49,96 366 44,84
2026-02-11 13F Commonwealth Retirement Investments LLC 16 416 1,20 1 853 10,17
2025-09-17 NP GRMAX - Nationwide S&P 500 Index Fund Class A 11 027 0,00 1 142 0,88
2026-02-13 13F Ieq Capital, Llc 28 134 262,74 3 176 294,90
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 2 523 −2,40 271 −5,90
2026-02-06 13F BlueStem Wealth Partners, LLC 4 774 30,69 539 42,33
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 581 −3,97 62 −7,46
2026-02-13 13F William B. Walkup & Associates, Inc. 67 0,00 8 16,67
2026-01-14 13F Tradewinds Capital Management, LLC 48 0,00 5 25,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 442 274,58 50 308,33
2026-01-12 13F Kozak & Associates, Inc. 184 1,10 22 16,67
2026-02-09 13F Integrity Alliance, Llc. 11 719 1 323
2026-02-12 13F Summit Financial, LLC 7 070 1,67 798 10,68
2026-02-17 13F Two Sigma Investments, Lp Call 4 700 531
2025-09-24 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 189 26,85 20 26,67
2026-02-17 13F Two Sigma Investments, Lp 246 756 4,21 27 854 13,39
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 711 −1,25 2 118 −5,02
2025-09-29 NP DUBS - Aptus Large Cap Enhanced Yield ETF 1 215 −1,94 126 −1,57
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 75 29,31 8 33,33
2026-02-09 13F Keating Financial Advisory Services, Inc. 337 38
2026-02-10 13F Ellevest, Inc. 4 383 −19,81 495 −12,87
2026-01-26 13F PFG Investments, LLC 6 247 4,83 705 14,08
2026-01-28 13F Clarity Financial LLC 3 200 0,00 361 9,06
2026-02-13 13F Resources Investment Advisors, LLC. 10 663 1,75 1 204 10,67
2026-01-12 13F CVA Family Office, LLC 1 050 −19,48 119 −12,59
2026-01-26 13F Means Investment Co., Inc. 3 558 −31,01 402 −24,91
2026-01-29 13F New Century Financial Group, LLC 0 −100,00 0
2026-02-05 13F Cornerstone Wealth Management, LLC 4 555 15,14 514 25,37
2026-02-17 13F Modern Wealth Management, LLC 3 516 −4,09 397 4,21
2026-02-13 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 0 −100,00 0
2026-02-04 13F Oregon Public Employees Retirement Fund 40 054 −0,50 4 521 8,29
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 1 030 −7,12 111 −10,57
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 69 −86,42 8 −86,54
2026-01-14 13F Woodward Diversified Capital, Llc 7 923 3,41 894 12,59
2025-09-25 NP Clough Global Dividend & Income Fund 0 −100,00 0 −100,00
2026-02-17 13F Evergreen Wealth Solutions, LLC 4 711 47,50 532 60,42
2026-02-17 13F Quantitative Investment Management, LLC 15 361 2
2026-01-15 13F Capital Advisors Inc/ok 405 696 5,54 45 795 14,84
2026-02-09 13F Green Square Capital Advisors Llc 15 108 −9,71 1 705 −5,12
2026-01-20 13F Trust Co Of Toledo Na /oh/ 1 232 0,00 139 9,45
2025-11-03 13F Pittenger & Anderson Inc 0 −100,00 0
2026-02-12 13F Keel Point, LLC 3 366 −12,98 380 −5,49
2026-01-26 13F Greenwood Capital Associates Llc 19 295 3,14 2 178 12,27
2025-10-24 13F Opal Wealth Advisors, LLC 0 −100,00 0
2026-02-13 13F 1248 Management, LLC 76 0,00 9 14,29
2026-02-17 13F Maryland State Retirement & Pension System 17 683 0,00 1 996 8,83
2026-02-02 13F CENTRAL TRUST Co 2 491 −11,13 281 −3,10
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 81 670 2,67 9 12,50
2026-02-02 13F Avidian Wealth Solutions, LLC 6 075 −2,38 686 6,20
2026-01-29 13F Munich Reinsurance Co Stock Corp in Munich 46 990 2 669,00 5 342 2 935,23
2026-02-12 13F IFC & Insurance Marketing, Inc. 28 0
2025-08-28 NP TMLCX - Simt Tax-managed Large Cap Fund Class F 17 700 0,00 1 902 −3,80
2026-02-17 13F Limestone Investment Advisors LP Call 1 000 113
2026-02-17 13F Limestone Investment Advisors LP Put 1 200 135
2026-02-10 13F Norges Bank 1 244 948 140 530
2025-09-29 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 479 −0,85 775 0,00
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 1 118 −3,95 126 5,00
2026-02-06 13F Associated Banc-corp 36 570 −21,43 4 128 −14,50
2025-09-29 NP KCVIX - Knights of Columbus Large Cap Value Fund I Shares 22 443 −34,92 2 325 −34,37
2026-01-15 13F Fifth Third Wealth Advisors LLC 7 505 −2,05 847 6,68
2026-02-12 13F Penserra Capital Management LLC 1 944 −1,22 0
2025-10-27 13F Gwn Securities Inc. 0 −100,00 0
2026-02-17 13F Captrust Financial Advisors 35 458 −0,37 4 002 8,40
2026-02-06 13F Americana Partners, LLC 22 230 24,43 2 509 35,40
2026-02-17 13F Brevan Howard Capital Management LP 5 467 −73,75 617 −71,44
2026-01-07 13F Innova Wealth Partners 2 050 0,00 231 8,96
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 −100,00 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 100 0,00 11 10,00
2026-02-04 13F Oxbow Advisors, LLC 57 985 6 545
2026-01-29 13F UBS Group AG Put 279 700 −4,86 31 573 3,52
2026-01-29 13F UBS Group AG Call 188 000 21,21 21 221 31,89
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 321 0,31 36 9,09
2025-09-26 NP NUDV - Nuveen ESG Dividend ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 134 12,02 221 13,33
2026-01-29 13F UBS Group AG 1 896 224 0,06 214 046 8,88
2026-02-17 13F Fountainhead AM, LLC 2 404 −27,13 271 −20,76
2026-02-13 13F Oarsman Capital, Inc. 2 505 0,60 283 9,30
2026-02-12 13F Miller Financial Services LLC 1 856 210
2026-02-20 13F Kinloch Capital, LLC 1 790 202
2026-01-13 13F Stephens Consulting, LLC 97 0,00 11 0,00
2026-01-23 13F Atala Financial Inc 2 080 0,00 235 8,84
2026-02-12 13F Xxi Wealth, Llc 3 062 346
2026-02-05 13F Thrivent Financial For Lutherans 33 681 37,20 4 50,00
2026-01-20 13F Independence Bank of Kentucky 660 2,48 75 12,12
2026-02-04 13F Pacer Advisors, Inc. 0 −100,00 0 −100,00
2025-11-12 13F Integrated Quantitative Investments LLC 0 −100,00 0
2026-01-26 13F Intelligent Financial Strategies 95 0,00 11 11,11
2026-01-30 13F NJ State Employees Deferred Compensation Plan 0 −100,00 0 −100,00
2026-02-10 13F Act Two Investors Llc 1 990 0,00 225 8,74
2026-02-17 13F Tower Research Capital LLC (TRC) 6 271 26,61 708 37,82
2026-02-10 13F Peapack Gladstone Financial Corp 8 274 −2,74 1
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5 364 3,41 605 12,45
2026-02-13 13F Banco Santander, S.A. 2 020 0,00 228 9,09
2026-02-13 13F PARK CIRCLE Co 11 740 0,00 1 325 8,87
2026-02-03 13F Sequoia Financial Advisors, LLC 24 164 14,44 2 728 24,52
2026-02-06 13F Profund Advisors Llc 3 640 −21,70 411 −14,94
2025-08-29 NP STXV - Strive 1000 Value ETF 1 435 −5,96 154 −9,41
2026-02-13 13F Kempen Capital Management N.v. 267 910 1,86 30 242 10,83
2026-02-17 13F Integrated Advisors Network LLC 8 019 −3,04 905 5,60
2026-02-17 13F Woodline Partners LP 6 439 −97,97 727 −97,79
2026-01-15 13F Trust Co 1 702 0,95 192 10,34
2026-01-27 13F TD Waterhouse Canada Inc. 25 609 −2,41 2 890 6,88
2026-02-12 13F Federated Hermes, Inc. 1 187 138 8,41 134 004 17,96
2026-02-05 13F Northwestern Mutual Investment Management Company, Llc 11 183 −0,31 1 262 8,51
2026-01-27 13F MASTERINVEST Kapitalanlage GmbH 14 991 0,00 1 704 9,58
2026-02-10 13F Axq Capital, Lp 7 863 −47,50 888 −42,88
2026-02-12 13F BRYN MAWR TRUST Co 13 615 −12,63 1 537 −4,95
2026-02-12 13F StoneX Group Inc. 5 758 20,21 650 31,05
2026-02-13 13F Level Four Advisory Services, Llc 29 750 0,96 3 358 9,85
2026-01-23 13F BSW Wealth Partners 2 389 1,88 270 10,70
2026-01-26 13F JNBA Financial Advisors 118 0,00 13 8,33
2025-08-28 NP NCGFX - New Covenant Growth Fund 974 0,00 105 −3,70
2025-09-29 NP HCMT - Direxion HCM Tactical Enhanced US ETF 2 635 23,59 273 24,77
2026-02-12 13F WealthSpring Partners, LLC 2 904 −46,68 328 −36,63
2026-01-21 13F Raleigh Capital Management Inc. 4 243 0,57 479 9,38
2026-01-08 13F NorthCrest Asset Manangement, LLC 3 361 12,71 394 27,51
2026-02-13 13F Northwest Bancshares, Inc. 2 431 0,00 274 8,73
2026-02-18 13F GWM Advisors LLC 0 −100,00 0
2026-02-24 13F Bell Investment Advisors, Inc 225 10,29 25 19,05
2026-01-29 13F High Point Wealth Management, LLC 175 20
2026-02-03 13F Crossmark Global Holdings, Inc. 20 621 13,68 2 328 23,71
2026-02-03 13F Morse Asset Management, Inc 118 174,42 13 225,00
2026-02-11 13F Picton Mahoney Asset Management 3 110 351
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 383 570 2,19 41 211 −1,69
2026-01-23 13F Cantor Fitzgerald Investment Adviser L.p. 98 458 −15,02 11 114 −7,54
2026-02-10 13F Argent Trust Co 5 482 −11,65 619 −3,89
2026-02-13 13F Wbi Investments, Inc. 5 190 586
2026-02-04 13F Virginia Retirement Systems Et Al 382 900 36,65 43 222 48,69
2026-02-11 13F Illinois Municipal Retirement Fund 73 489 8 295
2026-02-12 13F Lansforsakringar Fondforvaltning AB (publ) 2 931 0,00 331 8,55
2026-01-16 13F Tema Etfs Llc 6 475 −0,25 731 8,47
2026-02-09 13F Geode Capital Management, Llc 9 533 806 0,28 1 078 904 9,22
2026-02-13 13F Clarkston Capital Partners, LLC 15 000 0,00 1 693 8,80
2026-02-20 13F Kovitz Investment Group Partners, LLC 5 263 −95,12 594 −94,69
2026-02-23 13F Mv Capital Management, Inc. 1 366 34,05 154 41,28
2026-01-14 13F Disciplined Equity Management, Inc. 19 310 −0,87 2 180 7,87
2026-01-16 13F Crewe Advisors LLC 34 61,90 4 50,00
2026-01-20 13F Accel Wealth Management 11 330 7,50 1 279 16,93
2026-01-12 13F Focus Financial Network, Inc. 7 984 6,03 901 15,36
2026-02-09 13F Fidelis Capital Partners, LLC 1 869 −72,38 211 −70,09
2026-02-17 13F Prosperity Consulting Group, LLC 10 272 36,20 1 160 48,21
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 27 493 −0,09 2 848 0,74
2026-02-13 13F Palisade Asset Management, LLC 0 −100,00 0
2025-11-13 13F Texas Capital Bancshares Inc/tx 12 1
2025-09-24 NP FEX - First Trust Large Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 722 −45,60 1 111 −45,16
2026-01-21 13F Sowell Financial Services LLC 6 410 6,51 724 15,87
2026-02-05 13F Amalgamated Bank 65 930 −1,45 7 16,67
2025-09-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 143 387 −2,72 14 852 −1,90
2026-02-05 13F Center for Financial Planning, Inc. 78 0,00 9 0,00
2026-02-17 13F Credit Agricole S A 142 220 10,79 16 054 20,55
2026-01-12 13F Moody National Bank Trust Division 6 612 −13,50 746 −5,81
2026-02-13 13F Barclays Plc 900 771 −43,02 101 679 −38,00
2026-01-20 13F Trust Investment Advisors 10 958 2,00 1 237 10,95
2026-02-06 13F First Business Financial Services, Inc. 25 141 46,55 2 838 59,47
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 27 879 0,00 3 50,00
2026-01-30 13F State of New Jersey Common Pension Fund D 105 870 −4,09 11 951 4,36
2025-09-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 146 103 −8,28 15 133 −7,51
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 28 241 −0,86 3 034 −4,62
2026-02-04 13F Ameritas Advisory Services, LLC 5 106 47,36 576 60,45
2026-02-17 13F Boreal Capital Management LLC 39 0,00 4 0,00
2026-01-23 13F Farther Finance Advisors, LLC 16 837 33,03 1 901 44,71
2026-01-20 13F Stratos Wealth Partners, LTD. 8 372 −12,65 945 −4,93
2025-09-25 NP JVAL - JPMorgan U.S. Value Factor ETF 15 097 −5,23 1 564 −4,46
2026-02-12 13F Empire Financial Management Company, LLC 7 050 0,00 796 8,76
2025-08-28 NP SHE - SPDR SSGA Gender Diversity Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 528 0,00 379 −3,81
2026-01-21 13F Y.D. More Investments Ltd 1 314 −22,66 148 −15,91
2025-08-28 NP CFA - VictoryShares US 500 Volatility Wtd ETF 9 684 −2,45 1 040 −6,14
2026-01-27 13F Meritage Portfolio Management 29 564 −1,00 3 337 7,75
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67 356 −3,44 6 977 −2,62
2026-01-29 13F D.a. Davidson & Co. 120 268 4,53 13 576 13,73
2026-02-12 13F Great Lakes Retirement, Inc. 13 874 7,49 1 566 17,04
2026-02-13 13F PCM Encore, LLC 1 989 224
2026-01-29 13F Impax Asset Management Group plc 60 898 −2,82 6 874 5,75
2026-02-04 13F Advisor OS, LLC 3 545 −2,53 400 6,10
2026-02-13 13F Bridgewater Associates, LP 396 899 1,95 44 802 10,93
2026-02-05 13F AlphaCore Capital LLC 6 280 709
2026-01-23 13F Patton Fund Management, Inc. 2 140 0,00 242 8,56
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 −100,00 0 −100,00
2026-01-29 13F St Germain D J Co Inc 1 746 −1,19 197 7,65
2025-09-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 106 −49,36 840 −48,93
2026-01-27 13F Sterling Financial Planning, Inc. 1 832 −7,89 207 0,00
2026-02-14 13F Copley Financial Group, Inc. 3 653 −5,63 412 2,74
2025-11-14 13F Point72 (DIFC) Ltd Put 400 41
2025-11-14 13F Point72 (DIFC) Ltd Call 300 31
2026-02-12 13F Ankerstar Wealth, LLC 133 15
2026-01-29 13F IMC-Chicago, LLC Put 119 200 −17,34 13 455 −10,05
2026-01-29 13F IMC-Chicago, LLC Call 229 700 21,09 25 929 31,75
2025-09-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 855 −6,03 1 124 −5,23
2026-01-26 13F Xcel Wealth Management, LLC 16 051 −0,80 1 812 7,93
2026-01-30 13F Simplicity Wealth,LLC 3 180 359
2026-02-10 13F MainStreet Investment Advisors LLC 37 628 −9,77 4 247 −1,83
2026-02-09 13F Atlantic Trust, LLC 166 12,93 19 20,00
2026-02-10 13F Moors & Cabot, Inc. 8 851 2,75 999 11,87
2025-09-26 NP USSPX - 500 Index Fund -Member Shares 86 924 −0,95 9 004 −0,12
2026-01-28 13F Morton Brown Family Wealth, LLC 85 0,00 10 12,50
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 8 691 −1,83 981 8,52
2026-02-13 13F Luminist Capital LLC 15 0,00 2 0,00
2025-11-14 13F ExodusPoint Capital Management, LP 43 595 −52,53 4 523 50 144,44
2025-11-14 13F PineBridge Investments, L.P. 24 131 124,39 2 503 116,71
2025-09-25 NP ILCB - iShares Morningstar Large-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 844 1,24 709 2,02
2026-02-03 13F Generali Asset Management SPA SGR 33 682 −1,16 3 802 7,55
2025-09-29 NP VEGN - US Vegan Climate ETF 1 916 11,33 198 12,50
2026-01-12 13F Avanza Fonder AB 28 443 0,00 3 211 8,81
2026-02-13 13F Seneschal Advisors, LLC 5 0,00 1
2026-01-12 13F Benin Management CORP 20 318 −0,49 2 293 8,26
2026-02-10 13F DT Investment Partners, LLC 668 0,00 75 8,70
2026-01-29 13F Live Oak Investment Partners 0 −100,00 0 −100,00
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 4 579 474
2025-11-14 13F Texas Permanent School Fund 0 −100,00 0
2025-08-29 NP MVIAX - Praxis Value Index Fund Class A 13 740 −16,83 1 476 −19,96
2026-02-02 13F Danske Bank A/s 274 366 8,63 30 970 18,20
2026-02-04 13F Boston Private Wealth Llc 6 222 5,30 702 14,71
2026-01-14 13F Mb, Levis & Associates, Llc 267 0,00 30 11,11
2026-02-17 13F First Manhattan Co 2 247 0,85 254 9,52
2026-01-07 13F Magnus Financial Group LLC 2 351 3,07 265 12,29
2026-02-19 13F WealthPoint Financial, LLC 3 878 438
2026-01-14 13F CPR Investments Inc. 127 405 127
2025-11-07 13F Sierra Ocean, Llc 0 −100,00 0
2026-02-05 13F Avantax Planning Partners, Inc. 8 226 −0,66 929 8,03
2026-02-06 13F Cullen/frost Bankers, Inc. 728 18,76 82 30,16
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 808 786 −9,25 91 296 −1,26
2026-01-21 13F Canton Hathaway, LLC 210 0,00 24 4,55
2026-01-23 13F Sage Mountain Advisors LLC 3 530 36,61 398 48,51
2026-02-13 13F JustInvest LLC 66 096 7,78 7 461 17,26
2026-02-04 13F LRI Investments, LLC 42 −70,21 5 −71,43
2026-02-17 13F Millennium Management Llc Put 12 000 −92,39 1 355 −91,72
2026-02-17 13F Millennium Management Llc 80 886 −48,81 9 130 −44,30
2026-02-17 13F Millennium Management Llc Call 112 300 −46,95 12 676 −42,28
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 82 192,86 9 166,67
2026-02-13 13F Ostrum Asset Management 1 837 −24,96 207 −18,18
2026-02-13 13F Missouri Trust & Investment Co 218 0,00 25 9,09
2026-02-17 13F Mercer Global Advisors Inc /adv 61 492 16,48 6 941 26,75
2025-11-12 13F Mengis Capital Management, Inc. 3 680 0,00 382 −3,54
2025-11-13 13F Banco BTG Pactual S.A. 0 −100,00 0
2026-02-17 13F Keebeck Alpha, LP 0 −100,00 0
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 177 600 −1,21 20 047 7,50
2026-01-14 13F Centennial Wealth Advisory LLC 7 258 4,40 819 13,59
2026-01-12 13F VisionPoint Advisory Group, LLC 2 113 5,97 239 15,53
2026-02-12 13F McMillan Office, Inc. 100 11
2026-02-10 13F Quantbot Technologies LP 0 −100,00 0
2026-02-17 13F Fullerton Fund Management Co Ltd 2 316 261
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 305 829 −2,92 31 678 −2,10
2026-01-29 13F Kickstand Ventures, Llc. 8 360 0,00 944 8,77
2026-02-13 13F Virtus ETF Advisers LLC 4 116 465
2025-09-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 835 4,81 3 608 5,71
2025-09-26 NP JHML - John Hancock Multifactor Large Cap ETF 16 088 0,75 1 666 1,59
2026-02-09 13F Smithfield Trust Co 38 0,00 0
2026-01-08 13F Adirondack Trust Co 2 680 −2,86 303 5,59
2026-02-04 13F Tsfg, Llc 614 −4,81 0
2026-02-17 13F Lazard Asset Management Llc 38 100 69,82 4 301 84,79
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1 587 2,59 164 3,80
2026-02-12 13F Colonial Trust Advisors 200 0,00 23 10,00
2026-02-18 13F State of Tennessee, Treasury Department 130 319 40,40 14 480 50,38
2026-02-06 13F Resona Asset Management Co.,Ltd. 108 835 −6,12 12 294 2,21
2025-10-24 13F Hemington Wealth Management 408 −0,24 0
2026-02-10 13F KERR FINANCIAL PLANNING Corp 515 0,19 51 −5,56
2026-02-13 13F USS Investment Management Ltd 57 437 0,75 6 482 9,62
2026-02-12 13F Fortress Private Ledger, Llc 3 175 −7,57 358 0,56
2026-02-09 13F Mizuho Securities Usa Llc 25 485 −0,59 2 759 −1,89
2026-02-13 13F Mariner, LLC 469 617 2,38 53 015 11,41
2026-01-08 13F Grove Bank & Trust 1 019 0,00 115 9,52
2026-02-04 13F Pensionmark Financial Group, Llc 12 164 104,64 628 1,79
2026-01-21 13F Stock Yards Bank & Trust Co 2 063 −13,57 233 −6,07
2025-08-29 NP STRV - Strive 500 ETF 6 094 5,07 655 1,08
2026-01-05 13F Coastline Trust Co 1 000 0,00 113 8,74
2026-02-10 13F Foundations Investment Advisors, LLC 7 339 6,81 828 16,29
2026-02-13 13F Allianz Se 1 650 0,00 186 8,77
2026-02-23 13F Kera Capital Partners, Inc. 2 076 231
2026-02-11 13F GW&K Investment Management, LLC 242 0
2025-11-14 13F Wolverine Trading, Llc Call 170 900 5,95 17 745 2,69
2025-11-14 13F Wolverine Trading, Llc Put 242 800 4,34 25 210 1,12
2026-02-12 13F Great Lakes Advisors, Llc 241 984 −2,19 27 315 6,43
2025-11-12 13F Fox Run Management, L.l.c. 0 −100,00 0 −100,00
2026-02-06 13F BOK Financial Private Wealth, Inc. 363 −56,99 41 −54,02
2025-10-31 13F Symphony Financial, Ltd. Co. 0 −100,00 0 −100,00
2026-02-04 13F Securian Asset Management, Inc 9 517 −44,00 1 074 −39,05
2026-01-14 13F Jfs Wealth Advisors, Llc 803 27,46 91 38,46
2026-01-27 13F CenterStar Asset Management, LLC Call 3 100 350
2026-02-09 13F Arvest Bank Trust Division 21 062 −3,40 2 377 5,13
2025-09-25 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 77 −51,27 8 −56,25
2026-02-12 13F Laurel Oak Wealth Management, Llc 1 867 211
2026-02-17 13F/A Kovack Advisors, Inc. 1 809 204
2025-09-26 NP FVAL - Fidelity Value Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58 443 −0,22 6 054 0,62
2026-01-28 13F Chicago Partners Investment Group LLC 2 454 8,20 264 14,78
2026-02-05 13F North Dakota State Investment Board 12 164 1 373
2026-02-06 13F Kingdom Financial Group LLC. 27 3
2025-11-12 13F Neo Ivy Capital Management 0 −100,00 0 −100,00
2026-01-27 13F Old Second National Bank Of Aurora 0 −100,00 0
2025-09-29 NP CVSIX - Calamos Market Neutral Income Fund Class A 59 451 0,00 6 158 0,84
2026-01-21 13F Modera Wealth Management, LLC 12 339 1,60 1 393 10,56
2026-02-05 13F New York Life Investment Management Llc 50 860 −1,01 5 741 7,73
2026-02-06 13F Cedar Wealth Management, LLC 0 −100,00 0
2025-09-23 NP NAWGX - Voya Global Equity Fund Class A 0 −100,00 0 −100,00
2026-02-10 13F Bruce G. Allen Investments, LLC 219 0,00 25 9,09
2026-02-13 13F First National Bank Of Omaha 80 500 9 152
2026-01-22 13F Harwood Advisory Group, LLC 338 0,60 38 11,76
2026-02-10 13F Garde Capital, Inc. 2 000 0,00 226 8,70
2026-02-12 13F Alps Advisors Inc 214 447 −6,56 24 207 1,67
2026-02-04 13F Northeast Investment Management 23 222 2 621
2025-09-26 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 24 943 26,03 2 584 27,12
2026-02-13 13F Silvant Capital Management LLC 1 838 0,00 207 8,95
2026-02-12 13F Front Row Advisors LLC 26 0,00 3 0,00
2026-02-13 13F Transamerica Financial Advisors, Inc. 36 4
2026-02-04 13F Bridgewealth Advisory Group, LLC 2 050 −2,84 231 5,96
2026-02-13 13F Victory Capital Management Inc 416 931 7,91 47 063 17,42
2026-02-12 13F Financial Engines Advisors L.L.C. 1 844 208
2026-02-10 13F National Pension Service 606 130 6,40 68 420 15,77
2025-09-29 NP PWS - Pacer WealthShield ETF 242 16,35 25 0,00
2026-02-09 13F Allstate Corp 24 491 83,89 2 765 100,14
2026-01-22 13F Bfsg, Llc 28 539 −25,46 3 221 −18,89
2025-11-05 13F Optimize Financial Inc 0 −100,00 0
2026-01-13 13F Trust Asset Management LLC 3 968 −3,64 448 4,68
2026-01-07 13F Harbor Investment Advisory, Llc 561 0,00 63 8,62
2026-02-11 13F Cerity Partners LLC 141 410 9,37 15 962 19,00
2026-02-10 13F Marietta Investment Partners Llc 4 600 −36,11 519 −30,43
2025-11-14 13F AXA Investment Managers S.A. 73 435 7 618
2026-02-10 13F Kentucky Retirement Systems Insurance Trust Fund 9 333 0,00 1 054 8,78
2026-02-10 13F Thompson Siegel & Walmsley Llc 7 191 −5,23 1
2026-02-13 13F Integrated Wealth Concepts LLC 9 073 −33,20 1 024 −27,32
2026-02-06 13F Csenge Advisory Group 4 652 27,03 525 38,52
2026-01-28 13F Geneos Wealth Management Inc. 3 840 −1,51 433 7,18
2026-01-23 13F Brown, Lisle/cummings, Inc. 45 0,00 5 25,00
2026-02-11 13F Deutsche Bank Ag\ 1 284 379 −23,26 144 981 −16,50
2026-02-03 13F Winch Advisory Services, LLC 86 1,18 10 12,50
2026-01-29 13F UMA Financial Services, Inc. 464 68,12 52 85,71
2026-02-10 13F Lcnb Corp 4 979 0,00 562 8,91
2026-02-11 13F Erste Asset Management GmbH 69 100 7 831
2026-02-11 13F Stirlingshire Investments, Inc. 4 512 509
2026-01-28 13F Atwood & Palmer Inc 71 0,00 8 14,29
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 206 454 −9,10 21 385 −8,33
2026-02-12 13F Quadrant Capital Group Llc 6 254 1,03 706 9,81
2026-02-17 13F Capital Fund Management S.a. Call 49 400 −22,08 5 576 −15,22
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-02-17 13F Capital Fund Management S.a. Put 30 700 −36,04 3 465 −30,41
2026-02-13 13F Jacobi Capital Management LLC 12 231 −0,95 1 381 7,81
2026-02-05 13F Dana Investment Advisors, Inc. 23 420 2,11 2 644 11,10
2026-01-21 13F Affiance Financial, LLC 4 719 0,17 533 9,02
2026-01-23 13F DHJJ Financial Advisors, Ltd. 145 0,00 16 6,67
2026-01-29 13F Advisors Capital Management, LLC 2 127 −24,41 240 −17,53
2026-02-13 13F Motiv8 Investments LLC 50 0
2026-02-12 13F Swiss Re Ltd 84 9
2026-02-13 13F Solstein Capital, LLC 88 570 0,00 1 363 9,83
2026-02-06 13F Signature Estate & Investment Advisors Llc 1 952 −2,30 220 6,28
2026-02-05 13F Mission Wealth Management, Lp 9 268 −5,00 1 046 3,36
2026-02-05 13F HighMark Wealth Management LLC 141 0,71 16 7,14
2025-11-05 13F SPC Financial, Inc. 4 291 5,90 445 2,30
2025-09-25 NP IQSU - IQ Candriam ESG US Equity ETF 4 881 −2,59 506 −1,75
2026-02-17 13F Quadrature Capital Ltd 7 536 65,34 851 80,08
2025-11-10 13F Lion Street Advisors, LLC 5 188 −25,27 571 −23,49
2026-01-12 13F Rialto Wealth Management, LLC 24 100,00 3 100,00
2026-02-02 13F Eq Wealth Advisors, Llc 89 10
2026-02-17 13F FIL Ltd 10 295 1 162
2025-09-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 141 329 −6,50 14 639 −5,71
2025-08-29 NP CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 9 500 5,56 1 021 1,49
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 166 175 2,71 17 212 3,58
2026-02-11 13F Dorsey & Whitney Trust CO LLC 5 145 −1,21 581 7,41
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 64 178 20,54 7 244 31,16
2026-02-12 13F Cibc World Markets Corp 48 757 9,41 5 504 14,96
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 171 569 1,63 17 771 2,49
2026-02-02 13F Ascent Wealth Partners, LLC 12 575 −0,46 1 419 8,32
2026-02-13 13F Advyzon Investment Management, LLC 2 975 336
2026-01-15 13F McGlone Suttner Wealth Management, Inc. 9 505 8,01 1 073 17,54
2026-02-10 13F Envestnet Asset Management Inc 598 487 −10,15 67 557 −2,23
2026-01-28 13F Confluence Wealth Services, Inc. 7 479 241,98 844 273,45
2026-01-22 13F Pinnacle Bancorp, Inc. 370 0,00 42 7,89
2026-02-17 13F D. E. Shaw & Co., Inc. Put 0 −100,00 0
2026-02-17 13F Utah Retirement Systems 58 357 −0,29 6 587 8,50
2026-02-06 13F Warner Group LLC 1 980 224
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 513 −8,77 985 −8,03
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 511 −62,04 55 −61,15
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 3 630 0,00 376 0,81
2026-02-02 13F Cornerstone Planning Group LLC 1 065 262,24 115 1 325,00
2026-02-12 13F Manchester Financial Inc 2 799 0,04 316 8,62
2025-09-26 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 185 −0,98 1 055 −0,19
2026-01-20 13F Orca Investment Management, LLC 24 808 0,30 2 800 9,16
2026-02-17 13F Dark Forest Capital Management Lp 0 −100,00 0
2026-02-12 13F Bank of Jackson Hole Trust 0 −100,00 0
2026-01-13 13F First Financial Corp /in/ 523 0,00 59 9,26
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 54 550 −4,45 6 158 3,97
2026-01-14 13F Spire Wealth Management 1 200 −14,65 135 −6,90
2026-02-05 13F Canada Post Corp Registered Pension Plan 8 825 26,89 996 37,95
2026-02-06 13F Mach-1 Financial Group, Inc. 3 328 376
2026-02-10 13F Heritage Trust Co 20 102 −0,80 2 269 7,94
2026-02-11 13F Nemes Rush Group LLC 214 5,42 24 14,29
2026-01-12 13F Seacrest Wealth Management, Llc 3 402 1,67 398 15,41
2026-02-13 13F Goldstone Financial Group, LLC 6 289 8,32 710 17,77
2026-01-09 13F Park Place Capital Corp 0 −100,00 0
2026-02-11 13F Group One Trading, L.p. 0 −100,00 0 −100,00
2026-02-13 13F Tower Bridge Advisors 7 349 −1,34 830 7,38
2025-08-28 NP IVV - iShares Core S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 190 620 −2,69 450 240 −6,39
2026-01-07 13F Massmutual Trust Co Fsb/adv 61 233 −4,42 6 912 4,00
2026-02-17 13F Wealth Watch Advisors, INC 281 −4,10 32 3,33
2026-02-17 13F IHT Wealth Management, LLC 8 223 −1,99 928 6,67
2026-02-17 13F Ameriflex Group, Inc. 832 −50,00 94 −45,93
2026-02-02 13F Capital Management Corp /va 90 973 −0,01 10 269 8,79
2026-02-13 13F Truvestments Capital Llc 858 0,12 97 9,09
2026-02-17 13F Investment Management Corp of Ontario 48 765 17,42 5 505 27,76
2026-01-26 13F Annex Advisory Services, LLC 2 118 0,28 239 9,13
2026-02-09 13F Pathfinder Wealth Consulting, Inc. 2 234 252
2025-09-29 NP SPDV - AAM S&P 500 High Dividend Value ETF 14 317 25,80 1 483 26,88
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-01-30 13F Cullinan Associates Inc 47 554 −6,09 5 368 2,17
2026-01-30 13F Valued Wealth Advisors LLC 95 2,15 11 11,11
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 7 362 1,38 791 −2,59
2026-02-02 13F Fifth Third Bancorp 33 989 −0,77 3 837 7,97
2026-02-10 13F Sittner & Nelson, Llc 1 756 0,00 181 −1,10
2026-02-13 13F Bank Of Nova Scotia 211 472 126,49 23 871 146,44
2026-01-21 13F Palumbo Wealth Management LLC 3 656 0,22 413 13,19
2026-02-17 13F Herold Advisors, Inc. 2 581 −5,46 291 2,83
2025-09-26 NP ACVF - American Conservative Values ETF 446 0,90 46 2,22
2026-02-06 13F Legato Capital Management LLC 5 689 642
2026-02-17 13F Trexquant Investment LP 0 −100,00 0
2026-01-29 13F RMG Wealth Management LLC 102 0,00 11 10,00
2026-02-05 13F Qsemble Capital Management, LP 5 156 160,80 582 183,90
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 735 934 4,21 83 801 14,38
2026-02-17 13F Schonfeld Strategic Advisors LLC 5 904 −94,88 666 −94,43
2026-01-08 13F Gradient Investments LLC 124 572 −10,70 14 062 −2,83
2026-02-04 13F AGH Wealth Advisors, LLC 0 −100,00 0
2026-02-11 13F Prestige Wealth Management Group LLC 1 276 5,37 144 15,20
2026-01-23 13F Rsm Us Wealth Management Llc 21 412 −8,19 2 434 0,62
2026-02-03 13F Rnc Capital Management Llc 2 425 −0,41 274 8,33
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 28 051 −3,37 3 166 5,15
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 80 672 2,57 8 667 −1,32
2026-02-17 13F Rakuten Investment Management, Inc. 46 127 −3,55 5 228 −20,55
2026-02-11 13F CNB Bank 4 000 −8,47 452 −0,44
2026-02-17 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-02-17 13F Beacon Investment Advisors Llc 5 259 −0,49 594 8,21
2025-08-29 NP John Hancock Hedged Equity & Income Fund 1 129 121
2026-02-04 13F Midwest Trust Co 125 482 −0,75 14 164 7,99
2026-01-22 13F Ofi Invest Asset Management 9 787 2 403,07 1 056 3 002,94
2025-11-04 13F Pineridge Advisors LLC 298 −9,70 31 −14,29
2026-01-21 13F Carolina Wealth Advisors, LLC 235 0,00 27 8,33
2026-02-17 13F National Asset Management, Inc. 3 205 0,53 362 9,39
2026-01-29 13F St. Johns Investment Management Company, LLC 69 2,99 8 16,67
2026-02-17 13F National Asset Management, Inc. Call 300 34
2026-02-11 13F J.Safra Asset Management Corp 45 5
2026-01-22 13F HHM Wealth Advisors, LLC 809 0,00 91 9,64
2026-02-27 13F Groupama Asset Managment 4 034 −5,62 455 2,71
2025-11-04 13F Guerra Advisors Inc 69 7
2025-11-06 13F Abich Financial Wealth Management LLC 0 −100,00 0
2026-02-06 13F Banque Cantonale Vaudoise 40 602 2,16 4 583 114 475,00
2026-01-20 13F Investment Research & Advisory Group, Inc. 101 0,00 12 20,00
2026-02-17 13F Cim Investment Mangement Inc 8 850 0,00 999 8,71
2026-02-10 13F Gifford Fong Associates 13 500 0,00 2 0,00
2026-02-10 13F Cherry Tree Wealth Management, LLC 160 0,00 18 12,50
2026-02-04 13F Naples Global Advisors, Llc 16 498 −0,54 1 862 8,26
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 47 322 11,72 5 342 21,55
2025-09-25 NP DFVX - Dimensional US Large Cap Vector ETF 2 565 0,00 266 0,76
2026-01-16 13F West Branch Capital LLC 64 0,00 7 16,67
2026-01-15 13F Allspring Global Investments Holdings, LLC 18 021 15,67 2 052 27,93
2026-02-13 13F Baird Financial Group, Inc. 22 682 −20,36 2 560 −13,34
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 22 788 0,00 2 448 −3,77
2026-02-11 13F Capital Analysts, Inc. 107 −76,64 0
2026-02-17 13F Agf Management Ltd 5 029 −2,29 568 6,38
2026-01-22 13F Bartlett & Co. Wealth Management Llc 11 203 −5,86 1 265 2,43
2025-09-24 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 1 562 0,00 162 0,63
2026-01-13 13F West Financial Advisors, LLC 199 51,91 22 69,23
2026-02-11 13F Mattson Financial Services, LLC 8 894 −26,61 1 004 −20,21
2025-10-17 13F Slocum, Gordon & Co LLP 0 −100,00 0
2026-01-21 13F Crews Bank & Trust 605 0,00 68 9,68
2026-01-23 13F Westside Investment Management, Inc. 3 400 0,00 384 8,81
2026-02-13 13F Clarity Asset Management, Inc. 127 0,79 14 7,69
2026-01-15 13F Hengehold Capital Management Llc 43 792 0,39 4 943 9,24
2026-01-22 13F Fiduciary Alliance LLC 2 560 −10,52 289 −2,70
2026-02-10 13F Essex Financial Services, Inc. 2 123 −8,61 240 −0,42
2026-02-11 13F Ipsen Advisor Group LLC 6 438 0,20 727 9,01
2026-01-27 13F CenterStar Asset Management, LLC Put 2 600 293
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 092 9,99 225 5,66
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 642 4,73 69 0,00
2026-01-29 13F Calamos Wealth Management LLC 3 990 0,38 450 9,22
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 −100,00 0
2026-02-12 13F Wedbush Securities Inc 6 584 −3,73 1
2026-02-13 13F LGT Financial Advisors LLC 29 3,57 3 50,00
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 9 248 −0,63 958 0,21
2026-02-12 13F Rossby Financial, LCC 421 32,39 48 46,88
2026-02-10 13F Td Asset Management Inc 392 595 29,21 44 316 40,60
2026-02-17 13F Equitable Holdings, Inc. 28 139 −7,36 3 176 0,79
2026-01-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 25 921 846,71 5 364 1 788,73
2026-02-13 13F Rhumbline Advisers 640 518 −5,53 72 302 2,79
2026-02-17 13F Cresset Asset Management, LLC 15 313 11,05 1 729 20,84
2025-11-07 13F Shell Asset Management Co 22 365 0,94 2 0,00
2026-01-27 13F Asset Management One Co., Ltd. 163 969 −2,63 18 582 6,36
2025-09-23 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 540 −38,60 160 −38,13
2026-02-12 13F Hudock, Inc. 3 850 0,39 435 9,32
2026-02-13 13F Venture Visionary Partners LLC 36 392 1,72 4 108 10,70
2026-02-18 13F/A Virtue Capital Management, LLC 4 517 −68,24 514 −33,25
2026-02-13 13F Journey Strategic Wealth Llc 9 694 0,33 1 094 9,18
2026-01-29 13F Quent Capital, LLC 2 735 −1,26 309 7,32
2026-02-10 13F Tidemark, LLC 108 0,00 12 9,09
2026-02-13 13F Hurley Capital, LLC 100 −9,09 11 0,00
2026-02-26 13F Anchor Investment Management, LLC 1 629 0,62 184 9,58
2026-01-21 13F Register Financial Advisors LLC 2 287 −5,10 258 3,61
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 77 8
2026-02-13 13F Quarry LP 72 3 500,00 8
2026-01-22 13F Accordant Advisory Group Inc 2 0
2026-01-30 13F Wealthfront Advisers Llc 80 779 2,60 9 118 11,64
2026-01-29 13F Golden State Equity Partners 2 333 263
2026-01-08 13F Fulton Bank, N.a. 5 380 0,41 607 9,37
2026-02-13 13F Graney & King, LLC 473 0,42 53 10,42
2025-11-07 13F Beacon Capital Management, LLC 0 −100,00 0
2026-02-10 13F Verity & Verity, LLC 199 317 2,18 22 499 11,18
2026-02-17 13F Graham Capital Management, L.P. 52 320 5 906
2026-01-16 13F Bangor Savings Bank 9 535 −2,78 1 076 5,80
2026-01-23 13F TFC Financial Management 1 369 0,00 155 8,45
2026-02-11 13F Patron Partners Advisors, Llc 7 467 2,55 843 11,52
2025-10-24 13F Olistico Wealth, LLC 0 −100,00 0
2026-02-17 13F Signature Equity Partners, LLC 136 15
2026-01-20 13F Cromwell Holdings LLC 1 142 0,00 129 8,47
2026-02-10 13F Rothschild Investment Llc 1 295 116,19 146 135,48
2026-02-12 13F Advisors Asset Management, Inc. 11 412 −26,51 1 288 −20,00
2026-01-14 13F Wedge Capital Management L L P/nc 294 606 −9,65 33 255 −1,69
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4 545 −3,22 513 5,13
2026-01-21 13F Sound Income Strategies, LLC 42 968 10,70 4 799 20,58
2026-02-06 13F Gsa Capital Partners Llp 4 941 1
2026-01-15 13F Westend Capital Management LLC 0 −100,00 0
2025-10-02 13F Bank of New Hampshire 1 860 −16,03 193 −18,99
2026-01-22 13F Douglas Lane & Associates, LLC 50 162 −58,26 5 662 −54,58
2026-01-28 13F Salomon & Ludwin, LLC 230 98,28 27 116,67
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IT:1PRU 86,92 €
US:PRU 98,38 US$
DE:PLL 83,02 €
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