FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28°C
UV0
Feels31.3°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:25 PM
13F QoQ Ownership Changes

BAR Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 26 new · 44 added · 98 reduced · 13 exited

New Positions(26)

ManagerSharesΔ SharesValueΔ Value% Δ
CORE WEALTH ADVISORS, LLC73,730+73,730$3.1M+$3.1M
Sanctuary Advisors, LLC51,272+51,272$2.2M+$2.2M
Vestmark Advisory Solutions, Inc.42,497+42,497$1.8M+$1.8M
OPPENHEIMER & CO INC36,691+36,691$1.6M+$1.6M
Leo Wealth, LLC23,064+23,064$980.0K+$980.0K
Pacific Excel Wealth Advisors, Inc.10,604+10,604$525.9K+$525.9K
FLYNN ZITO CAPITAL MANAGEMENT, LLC11,360+11,360$482.7K+$482.7K
INSIGNEO ADVISORY SERVICES, LLC11,100+11,100$471.6K+$471.6K
IFP Advisors, Inc11,291+11,291$454.6K+$454.6K
J.E. Simmons & Co., P.C.8,250+8,250$350.5K+$350.5K
Mariner, LLC8,073+8,073$343.0K+$343.0K
Concurrent Investment Advisors, LLC6,286+6,286$267.1K+$267.1K
Ballast Rock Private Wealth LLC6,254+6,254$265.7K+$265.7K
MONECO Advisors, LLC5,000+5,000$212.4K+$212.4K
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,926+4,926$209.3K+$209.3K
CALTON & ASSOCIATES, INC.4,775+4,775$202.9K+$202.9K
Thrive Capital Management, LLC4,717+4,717$200.4K+$200.4K
Kestra Advisory Services, LLC3,660+3,660$155.5K+$155.5K
TUCKER ASSET MANAGEMENT LLC2,315+2,315$98.4K+$98.4K
Global Retirement Partners, LLC1,111+1,111$47.2K+$47.2K
SouthState Corp464+464$19.7K+$19.7K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC433+433$18.4K+$18.4K
UBS Group AG387+387$16.4K+$16.4K
JONES FINANCIAL COMPANIES LLLP68+68$2.9K+$2.9K
Princeton Global Asset Management LLC67+67$2.8K+$2.8K
WEDBUSH SECURITIES INC5,908+5,908$251+$251

Added To(44)

ManagerSharesΔ SharesValueΔ Value% Δ
Bank of New York Mellon Corp698,687+506,856$29.7M+$22.4M264.2%
Advyzon Investment Management, LLC451,967+160,422$19.2M+$8.1M55.0%
Empowered Funds, LLC202,754+80,831$8.6M+$4.0M66.3%
Rockefeller Capital Management L.P.463,694+13,833$19.7M+$2.6M3.1%
Capital Advisory Group Advisory Services, LLC153,843+48,271$6.5M+$2.5M45.7%
Ausdal Financial Partners, Inc.421,091+13,046$17.9M+$2.4M3.2%
LAKE STREET PRIVATE WEALTH, LLC406,447+5,390$17.3M+$2.0M1.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP90,692+40,409$3.9M+$1.9M80.4%
JPMORGAN CHASE & CO61,737+40,118$2.6M+$1.8M185.6%
MML INVESTORS SERVICES, LLC271,792+12,516$11.5M+$1.7M4.8%
Mason & Associates Inc171,185+24,185$7.3M+$1.7M16.4%
Maridea Wealth Management LLC214,922+30,737$9.1M+$1.2M16.7%
RENAISSANCE TECHNOLOGIES LLC100,700+13,200$4.3M+$948.5K15.1%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV159,045+5,557$6.8M+$916.1K3.6%
Steward Partners Investment Advisory, LLC164,474+2,458$7.0M+$822.2K1.5%
NewEdge Advisors, LLC46,616+15,872$2.0M+$810.6K51.6%
INSPIRION WEALTH ADVISORS, LLC40,445+5,280$1.7M+$805.3K15.0%
MORGAN STANLEY66,432+2,157$2.8M+$376.4K3.4%
DMC Group, LLC23,115+6,882$982.2K+$364.3K42.4%
Tactive Advisors, LLC24,723+6,071$1.1M+$340.6K32.5%
HUNTINGTON NATIONAL BANK33,026+4,928$1.4M+$333.9K17.5%
FSA Investment Group, LLC58,404+590$2.5M+$277.1K1.0%
WELLS FARGO & COMPANY/MN16,075+3,582$683.0K+$207.5K28.7%
ELEVATION POINT WEALTH PARTNERS, LLC42,497+114$1.8M+$192.6K0.3%
CHOREO, LLC19,644+2,405$840.2K+$184.1K13.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19,708+2,501$837.4K+$182.5K14.5%
Corient Private Wealth LLC17,064+2,365$725.1K+$165.7K16.1%
Virtue Capital Management, LLC46,302+8,764$1.6M+$134.0K23.3%
PATRON PARTNERS, LLC13,872+1,787$589.4K+$129.5K14.8%
Crew Capital Management, Ltd.12,619+1,361$536.2K+$107.7K12.1%
ARMSTRONG ADVISORY GROUP, INC13,944+952$592.5K+$98.0K7.3%
Arax Advisory Partners7,235+1,170$307.4K+$76.6K19.3%
Castle Rock Wealth Management, LLC6,979+55$337.4K+$75.0K0.8%
Cerity Partners LLC11,225+500$476.9K+$68.8K4.7%
BNP PARIBAS FINANCIAL MARKETS1,347+1,337$57.2K+$56.9K13370.0%
Beacon Financial Advisory LLC11,633+70$494.3K+$54.2K0.6%
Institute for Wealth Management, LLC.9,767+236$415.0K+$52.3K2.5%
Wealthcare Advisory Partners LLC7,366+471$313.0K+$50.6K6.8%
Blue Trust, Inc.9,205+70$391.1K+$43.4K0.8%
World Investment Advisors5,668+283$230.7K+$25.8K5.3%
FMR LLC3,951+215$167.9K+$25.7K5.8%
SBI Securities Co., Ltd.312+147$13.3K+$7.0K89.1%
FLOW TRADERS U.S. LLC68,245+42,723$2.9K+$1.9K167.4%
Investor's Fiduciary Advisor Network, LLC13,409+466$569+$773.6%

Reduced(98)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada596,903-896,686$25.4M-$22.0M-60.0%
BANK OF AMERICA CORP /DE/2,586,633-59,222$109.9M+$9.2M-2.2%
Richard Bernstein Advisors LLC2,196,094-33,925$93.3M+$6.9M-1.5%
COMMONWEALTH EQUITY SERVICES, LLC100,986-22,308$4.3M+$4.3M-18.1%
LPL Financial LLC520,174-159,070$22.1M-$3.7M-23.4%
J HAGAN CAPITAL, INC.8,562-56,611$363.8K-$2.0M-86.9%
ENVESTNET ASSET MANAGEMENT INC688,467-29,171$29.3M+$1.9M-4.1%
Cambria Investment Management, L.P.281,487-25,984$12.0M+$1.9M-8.4%
BRANDYWINE OAK PRIVATE WEALTH LLC427,952-9,123$18.2M+$1.5M-2.1%
OSAIC HOLDINGS, INC.292,197-5,550$12.4M+$1.5M-1.9%
China Universal Asset Management Co., Ltd.303,0000$12.9M+$1.3M0.0%
Cetera Investment Advisers308,096-5,756$13.1M+$1.1M-1.8%
ALM First Financial Advisors, LLC233,3530$9.4M+$983.3K0.0%
Columbus Macro, LLC262,670-8,622$11.2M+$835.5K-3.2%
a16z Perennial Management, L.P.181,9460$7.7M+$806.0K0.0%
RAYMOND JAMES FINANCIAL INC197,144-1,811$8.4M+$804.4K-0.9%
Brendel Financial Advisors LLC148,130-933$6.3M+$620.7K-0.6%
CAPTRUST FINANCIAL ADVISORS140,717-2,240$6.0M+$538.2K-1.6%
MERCER GLOBAL ADVISORS INC /ADV80,729-18,955$3.4M-$363.8K-19.0%
Cherry Creek Investment Advisors, Inc.77,575-371$3.3M+$329.5K-0.5%
MGO ONE SEVEN LLC17,389-10,477$738.9K-$321.7K-37.6%
Jackson Hole Capital Partners, LLC70,950-119$3.0M+$309.8K-0.2%
Clear Point Advisors Inc.90,971-2,645$3.9M+$302.3K-2.8%
AE Wealth Management LLC67,736-1,853$2.9M+$229.5K-2.7%
ETF Store, Inc.113,498-8,577$4.8M+$176.4K-7.0%
Aptus Capital Advisors, LLC33,992-43$1.4M+$148.9K-0.1%
Semus Wealth Partners LLC32,844-53$1.4M+$143.5K-0.2%
IBEX WEALTH ADVISORS34,534-700$1.5M+$126.3K-2.0%
SMITH, MOORE & CO.30,565-325$1.3M+$123.0K-1.1%
CreativeOne Wealth, LLC4,761-3,657$202.3K-$118.1K-43.4%
Financial Guidance Group, Inc.28,969-328$1.2M+$115.8K-1.1%
EQ LLC27,178-264$1.2M+$110.4K-1.0%
HighTower Advisors, LLC69,087-5,249$2.9M+$106.3K-7.1%
Farther Finance Advisors, LLC44,970-7,524$1.9M-$87.1K-14.3%
PFG Advisors18,3520$779.8K+$81.3K0.0%
U.S. Capital Wealth Advisors, LLC136,674-13,836$5.8M+$78.9K-9.2%
Freestone Capital Holdings, LLC17,7640$754.8K+$78.7K0.0%
Kraft, Davis & Associates, LLC12,7670$576.9K+$78.3K0.0%
Jaffetilchin Investment Partners, LLC16,893-174$717.8K+$68.2K-1.0%
Essex Financial Services, Inc.15,421-60$655.2K+$66.0K-0.4%
Private Advisor Group, LLC16,733-271$711.0K+$63.8K-1.6%
DENVER WEALTH MANAGEMENT, INC.14,2410$605.1K+$63.1K0.0%
Atria Investments, Inc17,840-601$758.0K+$56.2K-3.3%
IHT Wealth Management, LLC13,894-217$590.4K+$53.3K-1.5%
CLG LLC12,0000$509.9K+$53.2K0.0%
Redhawk Wealth Advisors, Inc.11,0310$468.7K+$48.9K0.0%
Creative Planning11,392-2,608$484.0K-$48.8K-18.6%
Coastal Bridge Advisors, LLC10,9440$465.0K+$48.5K0.0%
EHRLICH FINANCIAL GROUP13,561-343$576.2K+$47.0K-2.5%
EVOKE WEALTH, LLC10,6120$450.9K+$47.0K0.0%
Western Wealth Management, LLC7,115-2,050$302.3K-$46.5K-22.4%
Veltria Advisors Corp.6,3270$287.1K+$46.3K0.0%
Portfolio Strategies, Inc.11,123-190$472.6K+$42.0K-1.7%
AXXCESS WEALTH MANAGEMENT, LLC8,6950$369.5K+$38.5K0.0%
Comprehensive Financial Consultants Institutional, Inc.8,6870$369.1K+$38.5K0.0%
Glen Eagle Advisors, LLC9,101-75$386.7K+$37.5K-0.8%
Almanack Investment Partners, LLC.14,645-2,680$622.3K-$37.1K-15.5%
Visionary Wealth Advisors7,8630$334.1K+$34.8K0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,991-146$353.9K+$34.6K-1.8%
AMERICAN FINANCIAL & TAX STRATEGIES INC32,678-2,953$1.4M+$32.4K-8.3%
SAPIENT CAPITAL LLC5,5890$239.0K+$28.1K0.0%
Frank, Rimerman Advisors LLC6,1210$260.1K+$27.1K0.0%
ZACKS INVESTMENT MANAGEMENT5,8850$250.1K+$26.1K0.0%
Mill Creek Capital Advisors, LLC5,873-3$249.5K+$25.9K-0.1%
B. Riley Wealth Advisors, Inc.5,8240$247.5K+$25.8K0.0%
RS CRUM INC.5,7400$243.9K+$25.4K0.0%
STIFEL FINANCIAL CORP200,428-22,826$8.5M+$19.1K-10.2%
HARBOUR INVESTMENTS, INC.4,1220$175.1K+$18.3K0.0%
TRUIST FINANCIAL CORP8,938-1,456$379.8K-$15.8K-14.0%
Reyes Financial Architecture, Inc.5,483-254$233.0K+$14.6K-4.4%
Lido Advisors, LLC9,3410$367.0K+$11.5K0.0%
BKM Wealth Management, LLC26,966-3,395$1.1M-$9.8K-11.2%
WHITTIER TRUST CO OF NEVADA INC1,3170$58.3K+$7.9K0.0%
HBW ADVISORY SERVICES LLC8,733-1,208$371.1K-$7.3K-12.2%
Federation des caisses Desjardins du Quebec1,6370$69.5K+$7.2K0.0%
TCTC Holdings, LLC1,5170$64.5K+$6.7K0.0%
Evanson Asset Management, LLC11,083-1,121$470.9K+$6.4K-9.2%
CoreCap Advisors, LLC1,2460$52.9K+$5.5K0.0%
SeaCrest Wealth Management, LLC5,150-400$225.9K+$4.5K-7.2%
Archer Investment Corp9230$39.2K+$4.1K0.0%
HOLLENCREST CAPITAL MANAGEMENT8900$37.8K+$3.9K0.0%
COMERICA BANK7,449-776$316.5K+$3.5K-9.4%
Sound Income Strategies, LLC5750$25.9K+$3.5K0.0%
Financial Strategies Group, Inc.5,605-608$248.2K+$2.8K-9.8%
Cypress Capital Management LLC (WY)4850$20.6K+$2.1K0.0%
NBC SECURITIES, INC.4150$17.6K+$1.8K0.0%
NATIONAL BANK OF CANADA /FI/2300$9.8K+$1.0K0.0%
Root Financial Partners, LLC1890$8.0K+$8380.0%
ASSETMARK, INC209-8$8.9K+$621-3.7%
TRUST CO OF TOLEDO NA /OH/1150$4.9K+$5090.0%
DecisionPoint Financial, LLC1020$4.3K+$4440.0%
SIGNATUREFD, LLC710$3.0K+$3140.0%
Frazier Financial Advisors, LLC400$1.7K+$1770.0%
Cambridge Investment Research Advisors, Inc.59,053-2,245$2.5K+$176-3.7%
PNC Financial Services Group, Inc.350$1.5K+$1550.0%
Janney Montgomery Scott LLC10,001-278$425+$34-2.7%
CWM, LLC8,144-224$346+$28-2.7%
Roble, Belko & Company, Inc500$2$00.0%

Sold Out(13)

ManagerSharesΔ SharesValueΔ Value% Δ
JANE STREET GROUP, LLC0-13,500$0-$513.8K
LexAurum Advisors, LLC0-10,351$0-$394.0K
Diversify Advisory Services, LLC0-7,345$0-$290.2K
Broadway Wealth Solutions, Inc.0-5,344$0-$203.4K
CITADEL ADVISORS LLC0-5,290$0-$201.3K
Pineridge Advisors LLC0-4,680$0-$178.1K
Advisory Services Network, LLC0-2,130$0-$81.1K
PRINCIPAL SECURITIES, INC.0-1,091$0-$41.5K
GPS Wealth Strategies Group, LLC0-933$0-$35.5K
Wealthspire Advisors, LLC0-409$0-$15.6K
Sunbelt Securities, Inc.0-325$0-$12.4K
CITIGROUP INC0-244$0-$9.3K
Tower Research Capital LLC (TRC)0-189$0-$7.2K