Podstawowe statystyki
| Właściciele instytucjonalni | 291 total, 286 long only, 0 short only, 5 long/short - change of 2,45% MRQ |
| Średnia alokacja portfela | 0.0687 % - change of 21,12% MRQ |
| Akcje instytucjonalne (długie) | 5 756 145 (ex 13D/G) - change of 0,10MM shares 1,80% MRQ |
| Wartość instytucjonalna (długa) | $ 416 201 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Global X Funds - Global X Lithium & Battery Tech ETF (GB:0IYG) posiada 291 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 5,756,145 akcji. Do największych akcjonariuszy należą LPL Financial LLC, Steward Partners Investment Advisory, Llc, Bank Of America Corp /de/, Morgan Stanley, Bank Of Montreal /can/, Bnp Paribas Arbitrage, Sa, Whitcomb & Hess, Inc., BW Gestao de Investimentos Ltda., Susquehanna International Group, Llp, and UBS Group AG .
Global X Funds - Global X Lithium & Battery Tech ETF (LSE:0IYG) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 159 | 0,00 | 10 | 11,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 342 | 0,00 | 100 | 13,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 212 | 239 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 99 015 | -3,09 | 7 362 | 11,19 | ||||
| 2026-04-06 | 13F | CX Institutional | 36 073 | 469,60 | 3 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2 919 | 217 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 288 | 0,35 | 21 | 16,67 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 350 | 0,00 | 26 | 18,18 | ||||
| 2026-02-13 | 13F | Barclays Plc | 6 782 | -75,93 | 440 | -72,58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0,00 | 37 | 12,50 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 31 000 | 0,00 | 2 305 | 14,63 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 418 | 0,00 | 27 | 17,39 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 315 | 23 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3 200 | 238 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13 745 | 47,40 | 988 | 63,58 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 222 | -21,55 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 57 | 0,00 | 4 | 33,33 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 451 | 38,34 | 29 | 81,25 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 7 000 | -26,32 | 520 | -15,58 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0,00 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 75 | 6 | ||||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 000 | 223 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 188 | 69,37 | 14 | 85,71 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 130 | 0,00 | 10 | 12,50 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4 449 | 0,00 | 331 | 14,58 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 231 | 26,13 | 92 | 44,44 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2 972 | 221 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Groupe la Francaise | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 0,35 | 21 | 16,67 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 170 | 11 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 527 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 705 | 0,00 | 52 | 15,56 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3 056 | 227 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 125 | 0,00 | 9 | 12,50 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7 524 | 49,20 | 559 | 70,95 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 19 410 | -21,89 | 1 443 | -10,43 | ||||
| 2026-05-04 | 13F | Canal Insurance CO | 30 000 | 0,00 | 2 | 100,00 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 700 | 0,00 | 52 | 13,04 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 7 090 | 527 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 118 | -14,33 | 83 | -1,19 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 633 | 0,16 | 47 | 14,63 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 31 353 | -11,38 | 2 331 | 1,61 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 159 | -52,25 | 12 | -47,62 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 155 | 0,00 | 12 | 10,00 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 11 886 | -60,17 | 884 | -54,37 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0,00 | 22 | 15,79 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 580 | 0,00 | 43 | 16,22 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | VVR Holdings LLC | 6 527 | 19,08 | 485 | 36,62 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2 750 | 204 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 4 023 | 299 | ||||||
| 2026-05-14 | 13F | Peak6 Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18 359 | 6,84 | 1 365 | 22,53 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 132 | 0,00 | 10 | 12,50 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 280 | -26,70 | 21 | -23,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 14 000 | -24,73 | 1 041 | -13,76 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 15 600 | 1 160 | |||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 4 289 | 0,00 | 319 | 14,39 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 455 | 46,77 | 34 | 65,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 593 | 10,84 | 44 | 29,41 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 500 | -23,08 | 37 | -11,90 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4 667 | 5,42 | 303 | 20,32 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 4 675 | 24,67 | 348 | 42,80 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11 681 | 76,74 | 769 | 79,67 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 245 | 18 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5 258 | -41,20 | 390 | -37,30 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 470 | 73,35 | 95 | 97,92 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 1 250 | 0,00 | 93 | 13,58 | ||||
| 2026-04-20 | 13F | City State Bank | 120 | 0,00 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 | 0 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 391 | 0,00 | 29 | 16,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 10 230 | -19,00 | 761 | -7,20 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 406 | 26 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 5 954 | -20,36 | 443 | -8,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 5 800 | 262,50 | 431 | 318,45 | |||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 904 | 19,21 | 290 | 36,79 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 514 | 0,00 | 38 | 15,15 | ||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 134 | -3,60 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22 284 | 1 313,96 | 1 657 | 1 523,53 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3 383 | 0,18 | 252 | 14,61 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5 114 | -3,44 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4 742 | -1,62 | 353 | 12,82 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 208 | 0,48 | 15 | 15,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 639 | 122 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 1 623 | 77,96 | 121 | 103,39 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 5 574 | 414 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 389 | 7,36 | 326 | |||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2 020 | 0 | ||||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 24 581 | -0,08 | 1 828 | 14,55 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 223 | 0,00 | 17 | 14,29 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 42 395 | 35,02 | 3 152 | 54,81 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 76 | 0,00 | 6 | 25,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4 900 | 364 | |||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 3 109 | 0 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 246 142 | -7,36 | 18 301 | 6,20 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 6 900 | 513 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 734 | 7,31 | 55 | 22,73 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7 283 | -0,98 | 541 | 13,42 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | -99,65 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 10 000 | 0,00 | 744 | 14,66 | |||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 626 | 418 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 16 800 | -0,59 | 1 249 | 13,96 | |||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 53 | 0,00 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 5 000 | 733,33 | 372 | 876,32 | |||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 220 | 0,00 | 16 | 14,29 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 283 | 12,74 | 467 | 29,36 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 6 254 | -0,16 | 580 | 8,43 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 15 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 3 700 | 0,00 | 275 | 15,06 | ||||
| 2026-05-15 | 13F | EFG International AG | 1 050 | -29,53 | 78 | -18,75 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 767 | 0,00 | 57 | 16,33 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 2 000 | -16,67 | 149 | -4,52 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 684 | 5,75 | 943 | 21,36 | ||||
| 2026-05-12 | 13F | Longbow Finance SA | 80 000 | 0,00 | 5 819 | 11,82 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 209 422 | -2,37 | 15 571 | 11,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3 427 | 255 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 229 | 0,44 | 17 | 21,43 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 609 | -78,46 | 45 | -75,41 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 3 201 | 238 | ||||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 98 740 | 27,05 | 7 341 | 45,65 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6 809 | -1,10 | 506 | 13,45 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 1 446 | 0,00 | 108 | 15,05 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2 860 | 213 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5 183 | 7,09 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 3 399 | 9,86 | 253 | 26,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 109 | 0,00 | 8 | 14,29 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 75 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 58 678 | 0,34 | 4 363 | 15,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 16 100 | -72,29 | 1 197 | -68,23 | |||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 851 | 63 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25 488 | -40,94 | 1 896 | -32,29 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 250 | 455,56 | 4 | 33,33 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 11 | 0,00 | 1 | |||||
| 2026-05-29 | 13F | Keel Point, LLC | 3 421 | 0,00 | 254 | 14,93 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 55 841 | 4 152 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16 266 | -1,93 | 1 209 | 12,47 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 428 | 0,00 | 32 | 14,81 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 447 | 0,00 | 33 | 13,79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 75 805 | 29,34 | 5 636 | 48,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 109 600 | 79,67 | 8 149 | 105,97 | |||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 800 | 0,00 | 59 | 15,69 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 17 228 | -0,49 | 1 281 | 14,08 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 49 354 | -10,81 | 3 669 | 2,23 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 7 680 | -1,09 | 571 | 13,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 114 403 | -61,44 | 8 506 | -55,80 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7 116 | 20,39 | 529 | 38,85 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 202 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 130 | 0,00 | 10 | 12,50 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 71 800 | -21,87 | 5 338 | -10,44 | ||||
| 2026-02-06 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0,00 | 52 | 33,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 55 987 | -12,74 | 4 060 | -2,45 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 3 779 | -13,70 | 281 | -1,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 241 605 | 0,20 | 92 313 | 14,86 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 68 | 5 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3 186 | -1,30 | 237 | 12,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 102 424 | 7,87 | 7 615 | 23,66 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 6 450 | 0,00 | 480 | 14,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 108 824 | 2,22 | 8 092 | 17,21 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 533 | 411 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 5 320 | 0,38 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18 018 | -12,09 | 1 340 | 0,75 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 172 000 | 12 788 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 39 992 | 13,09 | 2 973 | 29,66 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2 142 | -6,54 | 159 | 7,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 876 | 0,00 | 65 | 16,07 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 545 | -36,18 | 40 | -27,27 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 3 155 | 0,00 | 235 | 14,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 242 | 0,00 | 92 | 15,00 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 6 982 | 519 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6 139 | 0,52 | 457 | 15,15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3 219 | -9,83 | 239 | 3,46 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 200 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Amundi | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 1 015 | 0,00 | 75 | 15,38 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 20 239 | 474,48 | 1 505 | 559,65 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 35 | 3 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 17 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 255 | -2,67 | 19 | 12,50 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 4 637 | 0,00 | 345 | 14,67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 442 | -4,95 | 0 | |||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5 938 | -5,76 | 442 | 8,09 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 133 | 1,53 | 10 | 12,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 169 478 | -9,72 | 12 601 | 3,49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 59 400 | -28,00 | 4 416 | -17,46 | |||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 676 | -62,70 | 597 | -48,53 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 55 200 | 120,80 | 4 104 | 153,18 | |||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 4 985 | -0,80 | 399 | 22,46 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 18 176 | -38,53 | 1 351 | -29,53 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 850 | 0,00 | 48 | 50,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17 063 | 0,61 | 1 269 | 15,38 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 70 | 0,00 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 315 782 | 8,51 | 23 478 | 24,38 | ||||
| 2026-02-17 | 13F | J. Goldman & Co LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 4 400 | 327 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 9 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 291 | 0,00 | 22 | 16,67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 133 | -23,80 | 382 | -12,61 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 33 606 | 2 499 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 63 | 0,00 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 227 | -11,33 | 17 | 0,00 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 157 | 0,00 | 12 | 10,00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 309 | 0,21 | 246 | 14,95 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 555 | 0,00 | 41 | 13,89 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 379 | 28 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 700 | 1 300,00 | 52 | 1 633,33 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 2 938 | -48,47 | 218 | -41,08 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 374 | -26,67 | 28 | -18,18 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Q3 Asset Management | 21 983 | 2 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 986 | -45,79 | 73 | -37,61 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 391 | 103,66 | 326 | 134,53 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 304 | 575,56 | 23 | 1 000,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57 | 0,00 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 160 | -38,46 | 12 | -31,25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32 960 | 1,52 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 787 | 0,00 | 59 | 13,73 | ||||
| 2026-05-13 | 13F | Marex Group plc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | 12,50 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 664 | -6,06 | 198 | 8,20 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2 000 | 0,00 | 149 | 14,73 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 112 | 8 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 12 192 | -0,34 | 906 | 14,25 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 985 | 58,87 | 64 | 80,00 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0,00 | 30 | 15,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 46 | 3 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 214 | 16 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19 | -70,77 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 353 053 | 4,65 | 26 249 | 19,96 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5 203 | 2,79 | 387 | 17,68 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 23 511 | 257,85 | 2 075 | 351,85 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 222 | 84,31 | 91 | 109,30 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 63 668 | 4,79 | 4 734 | 20,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 659 | 569 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 3 937 | 0,10 | 293 | 14,51 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 989 | -3,23 | 64 | 10,34 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 12 306 | -51,48 | 915 | -44,44 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 3 425 | 0,00 | 256 | 4,92 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2 967 | -21,26 | 221 | -9,84 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 5 377 | -1,54 | 400 | 12,39 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 188 | 0,53 | 14 | 8,33 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9 092 | 35,74 | 591 | 55,53 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 11 954 | -72,92 | 1 054 | -66,14 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 15 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 423 | 0,24 | 31 | 14,81 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 188 | -63,85 | 14 | -60,61 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 21 | 2 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 459 | -9,76 | 257 | 3,63 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 930 | -1,76 | 441 | 12,53 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10 554 | -0,45 | 785 | 14,12 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 400 | 0,00 | 30 | 16,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 7 875 | -0,67 | 585 | 13,81 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2 671 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 58 433 | -5,43 | 4 345 | 8,41 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 333 | 0,00 | 25 | 14,29 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 37 105 | -3,52 | 2 759 | 10,59 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 200 | 0,00 | 15 | 16,67 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 500 | 0,00 | 37 | 15,63 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 700 | 0,00 | 126 | 14,55 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 31 612 | -0,63 | 2 350 | 13,91 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 720 | 8,71 | 277 | 24,89 | ||||
| 2026-05-05 | 13F | UBS Group AG | 163 232 | 38,22 | 12 136 | 58,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11 953 | 2,99 | 1 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6 352 | 22,20 | 472 | 40,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4 286 | -36,54 | 319 | -17,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17 565 | -9,43 | 1 306 | 3,82 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 75 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 22 626 | 37,32 | 1 682 | 57,49 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 179 496 | -0,78 | 13 346 | 4,62 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 340 424 | 36,78 | 25 310 | 56,80 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 2 738 | 204 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 78 | -41,35 | 6 | -37,50 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 300 | 0,00 | 22 | 15,79 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1 002 | -23,45 | 74 | -11,90 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 2 892 | 0,07 | 215 | 14,44 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 057 | -17,36 | 69 | -5,56 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 103 | 0,00 | 82 | 15,49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 46 | 0,00 | 3 | 50,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 33 336 | 2 479 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 12 942 | 0,23 | 962 | 14,93 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 60 | 0,00 | 4 | 33,33 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 20 027 | 306,31 | 1 489 | 366,77 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 8 098 | 152,51 | 602 | 189,42 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 787 | 207 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 323 | 4,01 | 98 | 19,51 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 14 | 1 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 100 | 7 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 9 822 | 730 | ||||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 100 | 0,00 | 7 | 16,67 |
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