Podstawowe statystyki
| Właściciele instytucjonalni | 610 total, 605 long only, 0 short only, 5 long/short - change of -50,00% MRQ |
| Średnia alokacja portfela | -0.0000 % - change of 59,48% MRQ |
| Akcje instytucjonalne (długie) | 70 448 125 (ex 13D/G) |
| Wartość instytucjonalna (długa) | $ 4 431 524 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Global X Funds - Global X Defense Tech ETF (MX:SHLD) posiada 610 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 70,448,125 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Jpmorgan Chase & Co, Morgan Stanley, Bank Of Montreal /can/, Clal Insurance Enterprises Holdings Ltd, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Global X Funds - Global X Defense Tech ETF (BMV:SHLD) 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
Sprawdź Ownership Explorer, który zawiera listę firm o najwyższym rankingu.
AI+ Ask Fintel’s AI assistant about Global X Funds - Global X Defense Tech ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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 
.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Pacifica Partners Inc. | 360 | 0,00 | 26 | 8,70 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3 644 | 0,69 | 258 | 10,26 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 24 060 | 323,74 | 1 704 | 364,31 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 23 015 | 4,49 | 1 630 | 14,23 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8 432 | 72,68 | 597 | 88,33 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 11 441 | 52,10 | 810 | 66,32 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 84 316 | 2,20 | 5 973 | 11,73 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11 504 | -11,43 | 815 | -3,21 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 19 522 | 45,77 | 1 383 | 59,40 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 17 829 | 1 263 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 98 005 | 757,51 | 6 848 | 825,27 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 24 200 | 117,63 | 1 714 | 138,06 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 107 682 | -8,16 | 7 628 | 0,42 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 10 061 | 44,85 | 739 | 64,22 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 154 | -15,85 | 11 | -9,09 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 800 | 0,00 | 57 | 9,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4 911 | 51,95 | 348 | 66,03 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 66 599 | -10,43 | 4 718 | -2,08 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 255 | 18 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 24 514 | 111,99 | 1 737 | 131,78 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 9 441 | 168,52 | 669 | 194,27 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5 | 0 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 55 932 | 30,73 | 3 962 | 42,93 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 24 608 | 230,53 | 1 743 | 261,62 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 42 944 | 3,85 | 3 042 | 3,82 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 057 | 0,28 | 358 | 9,82 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 829 | 59 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 4 677 | 331 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 539 | 0,00 | 38 | 11,76 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 3 000 | 205 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 29 251 | -1,31 | 2 072 | 7,92 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 695 | 75,83 | 125 | 100,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 770 947 | 41,10 | 54 614 | 54,28 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 2 960 | -11,90 | 210 | -3,69 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 17 775 | 14,03 | 1 259 | 24,78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 214 036 | 112,85 | 15 162 | 132,72 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 16 264 | 52,14 | 1 152 | 41,52 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4 182 | 296 | ||||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 3 249 | 12,07 | 223 | |||||
| 2026-05-13 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 30 559 | 0,00 | 2 165 | 9,35 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 35 786 | 0,55 | 2 535 | 9,98 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 108 097 | 60,37 | 7 658 | 75,34 | ||||
| 2026-04-08 | 13F | KWB Wealth | 102 177 | -1,44 | 6 620 | -1,43 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1 596 | 102 | ||||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 49 844 | -84,79 | 3 531 | -83,37 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 69 412 | 57,12 | 4 917 | 71,80 | ||||
| 2026-02-13 | 13F | Caxton Associates Llp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81 768 | 47,91 | 5 792 | 61,74 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 112 996 | 27,50 | 8 005 | 39,42 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 160 155 | 19,87 | 11 345 | 31,07 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 11 915 | 0,62 | 844 | 10,04 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 263 | 14,01 | 160 | 25,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1 803 | 0,00 | 135 | 4,69 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8 114 | 575 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 101 | 7 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 15 484 | 68,29 | 1 097 | 83,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 30 900 | -2,52 | 2 189 | 6,58 | |||
| 2026-04-24 | 13F | Financial Life Planners | 370 | 26 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 24 000 | 45,45 | 1 700 | 59,03 | |||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 33 876 | 23,54 | 2 400 | 35,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 002 810 | 1 652,37 | 71 039 | 1 816,35 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 200 | 0,00 | 85 | 10,39 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 3 434 | -4,80 | 243 | 4,29 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 4 118 | 0,73 | 292 | 10,23 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 535 | 38 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 50 466 | 3 575 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 5 639 | 2,16 | 400 | 11,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 150 | 0,00 | 11 | 11,11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 883 | 4,55 | 275 | 14,58 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 35 | 2 | ||||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 26 303 | 70,17 | 1 843 | 84,12 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 34 944 | 47,46 | 2 475 | 61,24 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 6 275 | 0,00 | 445 | 9,36 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 15 015 | 34,64 | 1 064 | 47,23 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 372 | 163,83 | 26 | 188,89 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 650 | 0,00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | JT Stratford LLC | 62 996 | 49,16 | 4 463 | 63,08 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7 555 | 535 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 74 424 | 20,26 | 5 272 | 31,50 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 16 175 | 134,25 | 1 146 | 156,15 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 3 400 | 241 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 4 898 | 23,78 | 347 | 35,16 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 6 336 | 449 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 605 | 0 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 696 | -77,88 | 45 | -79,55 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 403 | 2,06 | 454 | 11,58 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 10 483 | 145,62 | 743 | 168,84 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 179 | 154 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 6 157 | 399 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 2 100 | 149 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 200 | 14 | |||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 60 151 | 2,55 | 4 261 | 12,13 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 930 | 13 340,68 | 562 | 18 600,00 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 32 666 | 10,59 | 2 314 | 10,24 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 6 857 | -2,20 | 486 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 284 | 18 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 3 043 | -90,84 | 216 | -90,01 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5 487 | 389 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8 115 | 51,43 | 575 | 39,66 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6 437 | -34,39 | 478 | -24,88 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3 079 | -2,04 | 218 | 7,39 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 831 | 45,47 | 342 | 59,07 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 14 893 | 35,29 | 1 055 | 47,97 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 228 543 | 40,66 | 16 190 | 53,80 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 12 720 | 134,90 | 868 | 107,42 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 100 | 7 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 31 135 | 588,22 | 2 206 | 652,56 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3 357 | -12,44 | 238 | -4,44 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 16 457 | -4,71 | 1 166 | 4,20 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 1 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 193 621 | 16,57 | 13 716 | 27,46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 778 058 | 1 039,26 | 196 798 | 1 145,71 | ||||
| 2026-05-06 | 13F | Laidlaw Wealth Management LLC | 14 062 | 15,76 | 996 | 26,56 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4 059 | 72,21 | 288 | 88,82 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 37 507 | 33,75 | 2 657 | 46,31 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 81 738 | 110,63 | 5 790 | 130,31 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 25 | 2 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 49 620 | 4,00 | 3 215 | -4,09 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 27 | 237,50 | 2 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 83 602 | 63,66 | 6 143 | 85,65 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 000 | 0,00 | 354 | 9,60 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 601 | -36,00 | 43 | -30,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 839 041 | 41,30 | 59 438 | 54,49 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3 978 | 0,00 | 282 | 9,34 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 31 630 | 10,32 | 2 018 | -3,81 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 11 131 | 3,23 | 789 | 12,89 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 14 486 | 176,40 | 1 026 | 202,65 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 120 | 9 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 152 623 | 70,96 | 10 812 | 86,91 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 17 896 | 4,13 | 1 266 | 13,44 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 48 881 | 0,00 | 3 167 | 0,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 898 | 0,32 | 134 | 9,84 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 192 626 | 14,69 | 13 646 | 25,40 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 31 403 | 13,34 | 2 225 | 23,90 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 6 146 | 435 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 744 037 | -5,83 | 52 708 | 2,97 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 7 834 | 555 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 141 | 364 | ||||||
| 2026-05-06 | 13F | Eq Llc | 116 230 | 7,63 | 8 234 | 17,68 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 298 894 | -7,88 | 21 173 | 0,72 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 7 379 | -69,04 | 523 | -66,19 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 37 296 | 2 642 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 654 029 | 27,58 | 46 331 | 39,49 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 5 854 | 2,45 | 415 | 11,89 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 971 123 | 35,89 | 352 154 | 48,57 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5 143 | -11,43 | 364 | -3,19 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 29 048 | 55,15 | 2 058 | 69,02 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 594 | 41,43 | 42 | 55,56 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 140 | 180,00 | 10 | 200,00 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 91 025 | 36,21 | 6 448 | 48,95 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 17 561 | 1 244 | ||||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 8 399 | 595 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 765 205 | 51,22 | 257 164 | 59,41 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 36 155 | 21,93 | 2 561 | 33,32 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 14 010 | 2,82 | 908 | -5,22 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 7 923 | -29,04 | 561 | -22,41 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 7 755 | 4,19 | 549 | 13,90 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 32 214 | 14,50 | 2 282 | 25,25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 3 905 | 277 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 5 373 | 28,66 | 381 | 40,74 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 36 998 | 13,03 | 2 621 | 23,58 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 81 519 | 17,81 | 5 775 | 28,80 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 16 007 | -7,17 | 1 134 | 1,43 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 489 | 35 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 8 444 | 31,53 | 598 | 44,10 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 6 031 | 0,33 | 427 | 9,77 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16 408 | 8,66 | 1 162 | 18,81 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 86 | 6 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 87 829 | 2,94 | 6 222 | 12,56 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 97 668 | 25,18 | 6 919 | 36,85 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 24 561 | 1 740 | ||||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 208 314 | 1,17 | 14 757 | 10,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 64 100 | -6,97 | 4 541 | 1,70 | |||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 90 | 6 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 819 | 0,00 | 129 | 9,40 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 113 217 | 8 020 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 52 600 | 134,82 | 3 726 | 156,79 | |||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 27 888 | 26,55 | 1 976 | 38,40 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 18 765 | 59,78 | 1 329 | 74,87 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 75 069 | 46,16 | 5 318 | 59,81 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 3 877 | 275 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 213 813 | 98,01 | 15 146 | 116,50 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 33 305 | 197,23 | 2 359 | 225,38 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19 196 | 87,48 | 1 360 | 104,98 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 38 638 | 466,62 | 2 737 | 520,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 817 433 | 49,86 | 57 907 | 63,85 | ||||
| 2026-05-12 | 13F | Creative Planning | 8 378 | 56,89 | 593 | 71,39 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 12 611 | 42,97 | 893 | 56,39 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 82 332 | 36,01 | 5 832 | 28,23 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 36 901 | 2 614 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 219 | 16 | ||||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 115 281 | 13,05 | 8 166 | 23,61 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 055 | 216 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 27 803 | 65,31 | 1 968 | 80,72 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 026 | 24,84 | 356 | 36,92 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 66 783 | 41,22 | 4 731 | 54,42 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 10 454 | 741 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 80 | 31,15 | 6 | 66,67 | ||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 65 | 44,44 | 5 | 100,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 200 | -96,43 | 14 | -96,13 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6 464 | 458 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 578 738 | 13,37 | 40 999 | 23,96 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 6 047 | 84,47 | 428 | 101,89 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 6 968 | 476 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 27 496 | 17,03 | 1 948 | 27,92 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 70 013 | 969,23 | 4 960 | 1 069,58 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 7 686 | 59,06 | 544 | 73,80 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 76 425 | 6,04 | 5 414 | 15,93 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 33 357 | 41,56 | 2 363 | 54,85 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4 470 | 317 | ||||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 34 | 0,00 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 34 821 | 59,98 | 2 467 | 74,89 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 33 212 | 0,56 | 2 353 | 9,96 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 546 | -5,67 | 535 | 3,09 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 3 192 | 216 | ||||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 154 953 | 74,54 | 10 456 | 81,75 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 5 949 | 4,70 | 421 | 14,40 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5 209 | 13,56 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 55 326 | 34,99 | 3 585 | 24,53 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2 898 | 205 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 20 | 1 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 80 | 6 | ||||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 218 760 | 14 941 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 5 912 | -0,34 | 419 | 8,85 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 742 | 265 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19 979 | 1 415 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 193 | -2,53 | 14 | 8,33 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 9 715 | 0,41 | 688 | 9,90 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 129 437 | 0,00 | 9 169 | 9,34 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 14 845 | 8,61 | 1 052 | 18,76 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 24 664 | 0,19 | 1 747 | 9,60 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 13 308 | 148,10 | 943 | 171,47 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 2 233 | 0,00 | 158 | 9,72 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6 434 | 456 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4 105 | 291 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8 475 | -4,12 | 564 | -16,44 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 409 770 | 23,25 | 29 028 | 34,76 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 48 093 | 64,77 | 3 407 | 80,12 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 7 670 | 543 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 16 827 | 9,65 | 1 192 | 19,82 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 17 175 | 40,65 | 1 217 | 53,73 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6 543 | 7,26 | 464 | 17,22 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 6 767 | 479 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 78 996 | 333,90 | 5 596 | 374,64 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 79 323 | 123,87 | 5 619 | 144,84 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 20 422 | 8,46 | 1 447 | 18,62 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 15 943 | 67,45 | 1 021 | 65,32 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 32 859 | 0,61 | 2 328 | 10,02 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 037 | 0,00 | 73 | 8,96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 28 556 | 2,14 | 2 023 | 11,65 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 5 191 | 368 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 149 | 223 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13 015 | 846 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 469 614 | 25,31 | 33 267 | 37,01 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 4 278 | 303 | ||||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 8 167 | 159,27 | 579 | 183,33 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4 587 | 325 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 90 148 | 2,32 | 6 083 | -5,23 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 243 471 | 50,48 | 17 247 | 64,54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 168 338 | 16,52 | 11 925 | 27,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 157 842 | 36,50 | 11 182 | 49,26 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 10 704 | 54,44 | 787 | 75,06 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 118 982 | 5,38 | 8 429 | 15,22 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6 876 | 487 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 1 340 | 34,00 | 95 | 46,88 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 426 | 1 164 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 45 036 | 11,87 | 3 190 | 22,32 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 35 489 | 1,06 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 30 055 | 2 129 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 564 | 40 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 43 478 | -11,39 | 3 080 | -3,15 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 137 982 | 36,31 | 9 737 | 48,48 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 50 989 | 168,26 | 4 | 200,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 131 187 | 45,64 | 9 293 | 59,24 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 308 317 | 128,23 | 21 841 | 149,55 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 043 894 | 59,98 | 73 949 | 74,92 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 882 | 42,58 | 133 | 56,47 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 22 650 | 1 605 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 122 591 | 48,99 | 8 684 | 62,90 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 36 793 | 71,97 | 2 606 | 88,02 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 4 175 | 296 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 14 548 | 261,17 | 1 031 | 296,15 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 12 966 | 919 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 6 051 | 15,96 | 429 | 26,63 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 134 400 | 3 095,44 | 9 521 | 3 400,00 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 44 884 | 32,74 | 3 180 | 45,16 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 234 | 0,86 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6 983 | 495 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5 933 | 420 | ||||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 19 111 | 21,34 | 1 433 | 24,63 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 75 873 | 1 664,49 | 5 375 | 1 833,09 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 37 225 | 91,67 | 2 637 | 109,62 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 53 507 | 51,75 | 3 790 | 65,94 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 277 726 | 1 840,24 | 19 677 | 2 022,55 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 16 304 | 156,80 | 1 155 | 180,78 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 52 536 | -11,74 | 3 722 | -3,50 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 5 715 | 80,74 | 405 | 98,04 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 103 102 | 10,43 | 7 304 | 20,75 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4 847 | 34,41 | 343 | 47,21 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 11 635 | 13,70 | 824 | 24,47 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 267 958 | 61,33 | 18 982 | 76,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10 462 | -14,80 | 678 | -21,46 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 36 683 | 74,42 | 2 599 | 90,75 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 33 529 | 145,06 | 2 375 | 168,06 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 100 | 7 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3 561 154 | 33,19 | 252 272 | 45,62 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 63 723 | 74,14 | 4 514 | 90,46 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4 393 | 311 | ||||||
| 2026-04-30 | 13F | Channing Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 6 046 | 34,33 | 413 | 40,61 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 70 763 | 532,15 | 5 013 | 591,31 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 29 | 0,00 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 30 | 0,00 | 2 | 100,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 22 030 | 38,72 | 1 561 | 51,75 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 76 467 | 70,14 | 5 417 | 86,05 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 111 260 | 6,72 | 7 882 | 16,69 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5 471 | 0 | ||||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 11 710 | 830 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3 240 | 245,05 | 230 | 281,67 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 20 005 | 41,09 | 1 417 | 54,36 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 7 125 | 123,92 | 505 | 144,66 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 78 921 | 120,19 | 5 591 | 140,74 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 63 343 | 91,05 | 4 488 | 108,94 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 6 812 | 109,99 | 483 | 129,52 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 16 083 | 34,77 | 1 139 | 47,35 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 8 071 | 73,94 | 572 | 90,33 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 3 288 | 233 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4 645 365 | 151,06 | 329 | 174,17 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 6 707 | 28,98 | 475 | 41,37 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 40 197 | 68,69 | 2 848 | 84,51 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 14 669 | 158,17 | 1 039 | 181,57 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 5 165 | 16,91 | 366 | 27,62 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 8 | 100,00 | 1 | |||||
| 2026-04-13 | 13F | Arwa Llc | 2 941 | 218 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 2 433 | 172 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 503 | -77,93 | 1 | -100,00 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 2 500 | 177 | ||||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 123 276 | -6,21 | 8 733 | 2,55 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 22 554 | 24,42 | 1 598 | 36,03 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 5 426 | 16,96 | 384 | 28,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 65 325 | 4 628 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 3 060 | 217 | ||||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10 452 | -22,31 | 773 | -19,14 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 171 | 91,03 | 83 | 110,26 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 22 | 2 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6 507 | -80,36 | 461 | -78,56 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 36 144 | -8,58 | 2 560 | -0,04 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 25 438 | -5,34 | 1 802 | 3,50 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4 138 | 293 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 85 971 | 35,99 | 6 090 | 48,72 | ||||
| 2026-05-14 | 13F | Prudential Plc | 110 000 | 7 792 | ||||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 10 300 | 0,00 | 730 | 9,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 91 174 | 44,34 | 6 459 | 57,82 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 5 087 | 360 | ||||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 780 717 | 55 306 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 179 757 | 67,25 | 13 185 | 89,36 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 174 906 | 47,31 | 12 390 | 61,08 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 3 310 | 234 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 7 280 | 10,32 | 516 | 20,05 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 35 230 | 40,42 | 2 496 | 53,54 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 54 907 | 34,25 | 3 890 | 46,75 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 456 | 1 095 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 19 037 | -15,63 | 1 234 | -22,19 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 502 | 11,56 | 36 | 20,69 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 80 735 | 51,71 | 5 721 | 65,89 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 50 463 | 18,27 | 3 301 | 19,43 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 49 924 | 149,08 | 3 537 | 172,42 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 2 845 | 202 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 105 426 | 31,32 | 7 468 | 43,59 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9 453 | 670 | ||||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55 198 | -3,17 | 3 910 | 5,88 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 11 377 | 21,35 | 806 | 32,62 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 7 562 | -2,99 | 536 | 5,94 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 198 550 | -33,16 | 14 065 | -26,92 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 264 | 5,18 | 19 | 12,50 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 61 594 | -14,81 | 3 991 | -21,43 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 7 495 | 531 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 30 471 | 9,03 | 2 159 | 2,66 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 25 895 | 287 622,22 | 1 834 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 65 | -93,50 | 5 | -93,75 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 5 547 | 393 | ||||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 55 132 | 129,73 | 3 906 | 151,29 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 343 515 | 46,84 | 24 335 | 60,56 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 265 | 7,75 | 93 | 1,10 | ||||
| 2026-01-29 | 13F | Comerica Bank | 8 692 | 11,92 | 563 | 3,30 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 43 452 | 418,40 | 3 078 | 465,81 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 8 335 | 58,88 | 590 | 74,04 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14 705 | 46,41 | 1 042 | 60,15 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 36 172 | -18,46 | 2 562 | -10,86 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 129 631 | 66,77 | 9 183 | 82,35 | ||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 24 589 | 3,29 | 1 742 | 12,91 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 7 681 | 2,14 | 544 | 11,70 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 23 051 | 4,33 | 1 633 | 14,05 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 22 000 | 1 558 | ||||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 124 454 | 49,51 | 8 816 | 63,47 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 16 903 | 24,20 | 1 197 | 35,87 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 119 159 | -9,94 | 8 441 | -1,53 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 3 372 | 239 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 4 | 0 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | Put | 1 000 | 71 | |||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 20 978 | 1,17 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4 631 | 0,52 | 328 | 10,07 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 184 | 35,29 | 13 | 62,50 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 3 940 | 279 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12 473 | 5,84 | 884 | 15,73 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 46 839 | 38,95 | 3 318 | 51,37 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 12 452 | 57,74 | 882 | 72,60 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 31 790 | 2 377 | ||||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 762 000 | 0,00 | 53 980 | 9,34 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1 741 | 0,00 | 123 | 9,82 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14 371 | 16,61 | 1 018 | 27,57 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 22 693 | 13,22 | 1 470 | 4,55 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 15 000 | 1 063 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3 190 | 0,00 | 226 | -6,25 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 793 | 57,03 | 56 | 75,00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 20 | 1 | ||||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 23 332 | 1,52 | 1 653 | 9,84 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 33 050 | 49,89 | 2 341 | 63,94 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 455 015 | 12,84 | 32 233 | 23,38 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 34 524 | 6,22 | 2 446 | 15,71 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 110 207 | 1,23 | 7 807 | 10,69 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3 919 | -12,05 | 278 | -3,82 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | Call | 50 000 | 3 542 | |||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 194 | 0,00 | 439 | 9,23 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 494 788 | -21,12 | 36 738 | -9,60 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 7 844 | 47,47 | 556 | 61,34 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 23 223 | 38,39 | 1 645 | 51,33 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 37 753 | 37,27 | 2 674 | 50,14 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 101 573 | 7 195 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 27 673 | 8,81 | 1 960 | 19,00 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8 563 | 27,83 | 607 | 39,63 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 4 056 | 287 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5 980 | 26,61 | 424 | 38,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 9 134 | 23,08 | 647 | 34,79 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 100 | 7 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 19 686 | 71,50 | 1 395 | 59,50 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 7 055 | 53,87 | 511 | 69,44 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 167 | 1 145,40 | 154 | 1 290,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 639 965 | 96,20 | 45 335 | 114,53 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 1 442 | 9,41 | 99 | 15,12 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 14 996 | 8,16 | 1 062 | 18,26 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 6 101 | 25,15 | 432 | 25,22 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 87 302 | 6 185 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 84 683 | 18,04 | 6 | 25,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8 469 | 600 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 24 | 2 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 250 | 0,00 | 18 | 6,25 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2 852 | 202 | ||||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 51 | -49,50 | 4 | -50,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 44 839 | 327,24 | 3 176 | 367,75 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8 667 | 105,77 | 614 | 125,37 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 38 638 | 69,99 | 2 737 | 85,94 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 314 089 | 38,69 | 22 250 | 51,65 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 33 563 | 2 378 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5 947 | 86,19 | 421 | 104,37 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1 928 | 37,52 | 137 | 51,11 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 19 950 | 1 413 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5 280 | 374 | ||||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 27 568 | 4,96 | 1 953 | 14,35 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 8 134 | 602 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 31 821 | 2,21 | 2 254 | 11,75 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 235 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 13 385 | 18,02 | 948 | 29,16 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 681 | 12,07 | 119 | 22,68 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2 670 | 189 | ||||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 93 177 | -15,61 | 6 601 | -7,76 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 570 | 42 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 200 | 14 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 821 520 | 19,16 | 58 201 | 30,30 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4 386 | 311 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 542 589 | -33,51 | 38 | -28,30 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 45 | 3 | ||||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 3 817 | 1,76 | 270 | 11,11 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 933 | 0,00 | 66 | 10,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 82 609 | 12,39 | 5 852 | 22,89 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 18 111 | -54,84 | 1 283 | -50,65 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 4 442 | 315 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 29 243 | 14,09 | 2 072 | 24,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 743 | -64,42 | 53 | -61,48 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 105 900 | 7 502 | ||||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 25 | 2 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 13 496 | 89,47 | 956 | 106,48 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 25 728 | 123,74 | 1 823 | 144,56 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6 537 | 463 | ||||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 61 132 | 9,56 | 4 331 | 19,78 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 20 652 | 1 463 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 48 524 | 49,26 | 3 437 | 62,58 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 213 820 | 6,24 | 13 853 | -2,00 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 6 464 | 1,30 | 458 | 10,65 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 16 399 | -3,23 | 1 162 | 5,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 58 159 | 60,43 | 4 120 | 75,43 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3 938 | 4,90 | 279 | 14,40 | ||||
| 2026-01-23 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 102 549 | 45,19 | 7 265 | 58,74 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7 930 | 20,88 | 562 | 21,96 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 29 | 0 | ||||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 15 476 | 1 096 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 20 742 | 19,74 | 1 469 | 30,93 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 42 904 | 43,00 | 3 039 | 56,41 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 3 746 | 12,06 | 265 | 22,12 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 118 | 1 240,51 | 150 | 1 400,00 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 831 | 0,00 | 59 | 9,43 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 700 000 | 120 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 49 555 | 921,54 | 4 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 292 228 | 50,59 | 20 701 | 64,65 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 43 801 | -0,04 | 3 264 | 15,01 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5 047 | 0,00 | 358 | 9,51 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4 085 | 289 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 022 | 77,43 | 0 | |||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 19 056 | 1 350 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 301 998 | 21 393 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 271 | 0,37 | 19 | 11,76 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3 712 | -71,60 | 263 | -69,03 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 5 007 | 33,27 | 373 | 39,18 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 4 045 | 0,00 | 287 | 8,75 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 3 010 | 213 | ||||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4 044 268 | 45,68 | 283 089 | 56,92 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 5 991 | 11,29 | 424 | 21,84 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 82 558 | 7,22 | 5 848 | 17,24 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 199 | 0,00 | 14 | 16,67 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 25 435 | -0,96 | 1 802 | 8,30 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 34 627 | 101,31 | 2 453 | 87,18 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 287 | 8,80 | 162 | 18,38 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 750 | 0,00 | 53 | 10,42 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 214 582 | 179,76 | 15 201 | 205,90 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 625 | 0,99 | 429 | -6,74 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 261 | 12,99 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 116 400 | 139,01 | 8 246 | 161,33 | |||
| 2026-04-08 | 13F | Accel Wealth Management | 32 128 | 9,08 | 2 276 | 19,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 67 800 | 127,52 | 4 803 | 148,81 | |||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 94 493 | 15,44 | 6 694 | 26,21 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 210 149 | 18,79 | 14 887 | 29,88 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 59 564 | 598,21 | 4 219 | 661,55 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 279 371 | 436,06 | 19 791 | 486,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 71 | 0,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 169 874 | 67,55 | 12 | 100,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 28 | 2 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 982 367 | 79,04 | 69 591 | 95,76 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 10 561 | 229,11 | 748 | 261,35 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 115 684 | -4,16 | 8 195 | 4,80 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 193 | 175,71 | 14 | 225,00 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 26 385 | 269,74 | 1 869 | 304,55 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 243 327 | 35,09 | 17 | 54,55 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 346 | 0,30 | 95 | 10,47 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 4 614 | 48,93 | 327 | 63,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 39 882 | -7,12 | 2 825 | -13,61 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 5 912 | 6,68 | 419 | 16,43 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 20 595 | 41,77 | 1 459 | 54,94 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6 079 | 431 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 179 | 96,70 | 13 | 140,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 144 | 14,44 | 719 | 25,09 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 781 | 126 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 102 762 | 89,29 | 78 120 | 106,97 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6 070 | 37,49 | 430 | 50,35 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 33 555 | 23,39 | 2 462 | 39,75 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 58 703 | 34,18 | 4 159 | 46,72 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 848 | -46,06 | 131 | -41,18 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 21 327 | 66,45 | 2 | |||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 2 900 | 205 | ||||||
| 2026-04-10 | 13F | MKT Advisors LLC | 6 628 | 11,96 | 490 | 18,40 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 28 993 | 4,30 | 2 054 | 14,06 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 59 310 | -17,41 | 4 202 | -9,69 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 53 265 | -5,33 | 3 773 | 3,51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 8 745 | 5,99 | 619 | 15,92 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 29 004 | 7,10 | 2 055 | 17,10 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 7 928 | 9,46 | 562 | 19,62 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 251 | 67,33 | 18 | 88,89 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 955 | 70 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 814 450 | 137,83 | 57 696 | 160,04 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 81 761 | 9,67 | 5 521 | 11,49 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 7 881 | 62,53 | 558 | 77,71 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 82 848 | 5 869 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 12 872 | 4,29 | 912 | 14,02 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12 187 | 26,37 | 863 | 38,30 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | |||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 129 742 | -13,81 | 9 252 | -5,14 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 4 008 | 0,33 | 284 | 9,69 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 16 377 | 77,78 | 1 160 | 94,63 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10 265 | 15,43 | 727 | 26,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5 869 | 416 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 11 380 | 806 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 7 255 | 47,37 | 514 | 61,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 145 442 | 59,94 | 10 303 | 74,89 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23 021 | 27,38 | 1 631 | 39,32 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 25 794 | 1 827 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3 891 | 21,14 | 276 | 32,21 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4 293 | 304 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 7 645 | -14,00 | 542 | -5,91 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 49 249 | 3 489 | ||||||
| 2026-05-06 | 13F | PeakShares LLC | 1 973 | 140 | ||||||
| 2026-05-11 | 13F | Potentia Wealth | 152 343 | -7,10 | 10 792 | 1,57 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7 844 | 92,21 | 556 | 110,23 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 117 815 | -6,38 | 8 346 | 2,37 | ||||
| 2026-01-29 | 13F | Kercheville Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 47 273 | 16,69 | 3 349 | 27,59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 575 995 | 30,93 | 678 363 | 43,16 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 33 630 | 2 382 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 23 349 | 11,04 | 1 654 | 21,44 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32 100 | 863,67 | 2 274 | 957,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32 279 | 39,55 | 2 287 | 52,60 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 13 002 | 0,00 | 842 | 0,00 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 71 573 | 54,12 | 5 070 | 68,55 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16 547 | 237,28 | 1 172 | 268,55 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14 104 | 25,75 | 999 | 37,60 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 16 501 | 33,57 | 1 169 | 46,00 | ||||
| 2026-05-13 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 848 | 139,07 | 131 | 160,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 7 171 | 508 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 8 998 | 101,07 | 637 | 120,42 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 75 001 | -0,44 | 5 313 | 8,85 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 223 | 72,87 | 16 | 87,50 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 20 999 | 121,04 | 1 559 | 153,50 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 76 894 | 5 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 139 546 | 45,67 | 9 885 | 59,28 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 96 120 | 52,21 | 6 809 | 66,44 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 160 | 11 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 24 480 | 5,96 | 1 734 | 15,91 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 886 | 38,50 | 700 | 51,52 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 12 511 | 42,28 | 886 | 55,71 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 82 671 | 70,58 | 5 856 | 86,50 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 050 | 358 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 12 005 | 2,98 | 850 | 12,58 |
How Much do you Like Fintel?
Please share your opinion of our service!
Other Listings
| US:SHLD | 64,31 USD |
