Podstawowe statystyki
| Właściciele instytucjonalni | 448 total, 447 long only, 1 short only, 0 long/short - change of -5,65% MRQ |
| Średnia alokacja portfela | 0.2895 % - change of -8,37% MRQ |
| Akcje instytucjonalne (długie) | 123 894 092 (ex 13D/G) - change of -2,30MM shares -1,66% MRQ |
| Wartość instytucjonalna (długa) | $ 2 431 896 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (MX:SMFG N) posiada 448 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 123,894,092 akcji. Do największych akcjonariuszy należą Morgan Stanley, Fmr Llc, Goldman Sachs Group Inc, BlackRock, Inc., Northern Trust Corp, Clark Capital Management Group, Inc., Fisher Asset Management, LLC, Dimensional Fund Advisors Lp, American Century Companies Inc, and Citadel Advisors Llc .
Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (BMV:SMFG N) 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
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cromwell Holdings LLC | 13 841 | 0,00 | 273 | 2,25 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 104 | -30,87 | 22 | -30,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | 71 West Capital Partners | 12 411 | 14,58 | 245 | 17,22 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 230 432 | 21,93 | 4 551 | 24,58 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 14 660 | 3,10 | 290 | 5,47 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 11 547 | -20,04 | 228 | -18,28 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 945 | 12,23 | 38 | 15,15 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 290 698 | -45,10 | 5 741 | -43,90 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 146 641 | -4,70 | 2 896 | -2,62 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 468 793 | 9,96 | 9 259 | 12,34 | ||||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | Put | 568 900 | 11 236 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 17 177 | -8,05 | 339 | -6,09 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 202 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 139 590 | 18,84 | 2 757 | 21,41 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 34 830 | 0,35 | 688 | 2,54 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273 754 | -0,22 | 5 407 | 1,94 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 1 193 | 0,00 | 24 | 0,00 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 474 683 | 2,54 | 9 375 | 4,76 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 164 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 1 415 | 44,39 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 452 860 | -0,86 | 8 944 | 1,29 | ||||
| 2026-05-13 | 13F | Axq Capital, Lp | 28 928 | 571 | ||||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 44 874 | -4,60 | 886 | -2,53 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 49 085 | 4,60 | 969 | 6,84 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 18 214 | 360 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 22 843 | -1,29 | 451 | 0,89 | ||||
| 2026-05-14 | 13F | Entropy Technologies, LP | 26 573 | 525 | ||||||
| 2026-05-13 | 13F | WealthCollab, LLC | 226 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30 022 | -16,96 | 593 | -15,19 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5 033 | 1,19 | 99 | 3,13 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 206 809 | -3,87 | 4 084 | -1,78 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 64 | 1 | ||||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 14 329 | 4,52 | 283 | 6,82 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 64 640 | 1 277 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 623 035 | -37,91 | 12 305 | -36,56 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 110 649 | 70,97 | 2 185 | 72,59 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 45 | 0,00 | 1 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 57 811 | 8,91 | 1 142 | 11,21 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 27 095 | -3,27 | 535 | -1,11 | ||||
| 2026-04-28 | 13F | AdvisorShares Investments LLC | 58 740 | -4,83 | 1 160 | -2,77 | ||||
| 2026-02-17 | 13F | Brevan Howard Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 58 920 | 9,54 | 1 164 | 11,93 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 12 659 | 73,74 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 357 | 113,77 | 7 | 133,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 366 517 | 4,24 | 7 073 | 4,06 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11 769 | -21,13 | 232 | -19,44 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 228 388 | 436,07 | 4 511 | 448,00 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 12 484 | 0,00 | 241 | 15,87 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 68 828 | 6,56 | 1 359 | 8,89 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 26 726 | 2,35 | 528 | 4,56 | ||||
| 2026-05-15 | 13F | Aquatic Capital Management LLC | 165 045 | 3 260 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 29 083 | 9,07 | 574 | 11,46 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 185 280 | 3 659 | ||||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 58 026 | 1 146 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 243 | 21,06 | 84 | 23,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 699 894 | 16,11 | 14 | 18,18 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 21 775 | -10,82 | 430 | -8,70 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 50 219 | -0,13 | 992 | 2,06 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 97 203 | 50,49 | 1 920 | 53,77 | ||||
| 2026-05-15 | 13F | Themes Management Co LLC | 48 975 | -0,56 | 967 | 1,68 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 10 340 | 0,00 | 204 | 2,51 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 3 090 741 | 7,59 | 61 042 | 9,92 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 846 335 | 20,90 | 36 465 | 23,53 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 15 409 | 48,69 | 304 | 52,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 66 332 | 1 310 | ||||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 21 420 | 423 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 38 950 | 40,78 | 1 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1 876 | 0,00 | 37 | 2,78 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 134 555 | 532,01 | 2 657 | 546,47 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 214 | 0,33 | 24 | 0,00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 255 | 102,38 | 5 | 150,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 77 110 | 9,14 | 1 523 | 11,09 | ||||
| 2026-04-15 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 19 800 | 0,00 | 391 | 2,36 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 1 267 248 | 7,64 | 25 028 | 9,98 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10 950 | -0,90 | 216 | 1,41 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 264 238 | 0,21 | 5 219 | 2,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 201 284 | 6,95 | 43 475 | 9,27 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 12 024 | 0,00 | 237 | 2,16 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 17 873 | 2,51 | 353 | 4,45 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 498 | 10 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10 489 | 2,24 | 207 | 4,55 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 49 048 | 8,69 | 969 | 11,01 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 106 | -38,07 | 22 | -38,24 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 19 777 | 6,59 | 391 | 8,94 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 194 022 | 18,05 | 3 832 | 20,62 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 921 | 0,00 | 18 | 5,88 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 27 018 | 82,55 | 534 | 86,36 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 82 550 | -12,37 | 1 630 | -10,44 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 33 928 | 0,71 | 656 | 16,34 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 575 259 | -5,68 | 11 908 | 0,37 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1 505 | 0,00 | 29 | 16,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 105 072 | 9,95 | 2 042 | 10,50 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 125 | 0,00 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 12 894 | -22,32 | 255 | -20,62 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6 189 655 | 1,49 | 122 246 | 3,69 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 626 | 6,97 | 32 | 10,34 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 236 764 | 117,55 | 4 676 | 122,35 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 818 | 0,00 | 16 | 6,67 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 17 115 | 23,32 | 338 | 26,12 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1 049 | 0,00 | 21 | 0,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 446 | 9 | ||||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 31 695 | -15,10 | 626 | -13,31 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 65 768 | -13,84 | 1 299 | -12,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 635 267 | -13,13 | 12 547 | -11,24 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 5 750 | 121,07 | 114 | 126,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 10 406 | 206 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 12 010 | -3,24 | 237 | -0,84 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 806 | 0,00 | 16 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 311 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 88 242 | -2,79 | 1 743 | -0,68 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 8 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 457 584 | 0,86 | 9 037 | 3,06 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 752 | 1,48 | 15 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 12 000 | 237 | ||||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 377 | -76,86 | 7 | -69,57 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 36 732 | -14,20 | 725 | -12,33 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 136 337 | -19,65 | 2 693 | -17,90 | ||||
| 2026-02-13 | 13F | Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 725 248 | -0,32 | 14 324 | 1,84 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 54 329 | 0,00 | 1 073 | -5,55 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 8 449 | -5,76 | 167 | -4,05 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 14 175 | -2,43 | 280 | -0,36 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 28 111 | -2,72 | 555 | -0,54 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 533 | 0,00 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 73 013 | 3,16 | 1 442 | 5,41 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 224 694 | 1,71 | 4 438 | 3,91 | ||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 47 269 | 4,22 | 914 | 20,29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 8 884 | 223,76 | 172 | 280,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 108 011 | 4,82 | 2 133 | 7,13 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3 752 | 0,00 | 74 | 2,78 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 136 | 42 | ||||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 12 525 | 247 | ||||||
| 2026-05-15 | 13F | Te Ahumairangi Investment Management Ltd | 4 216 | 0,00 | 83 | 2,47 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 98 755 | 6,68 | 1 950 | 9,00 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 250 | 0,00 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 33 | -68,57 | 1 | -100,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 92 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 160 619 | 0,40 | 42 672 | 2,59 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 288 | 6,27 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 559 790 | 5,08 | 11 056 | 7,37 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 164 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 11 280 | -58,24 | 223 | -57,47 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 81 779 | 112,89 | 1 581 | 145,72 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 35 748 | -0,58 | 706 | 1,58 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 185 280 | 16,22 | 3 659 | 18,76 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | LMR Partners LLP | 28 506 | 563 | ||||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 4 033 | 80 | ||||||
| 2026-04-06 | 13F | CX Institutional | 142 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 740 634 | 6,96 | 14 628 | 9,29 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 707 | 0,00 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 12 981 | 256 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 302 | 25 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 34 886 | 20,24 | 689 | 22,86 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 327 910 | -4,07 | 6 476 | -1,98 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 265 505 | -37,63 | 5 244 | -36,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 2 297 800 | -24,07 | 45 382 | -22,42 | |||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10 708 002 | -2,63 | 211 483 | -0,52 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 32 661 | 0,00 | 645 | 2,22 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 648 | -53,55 | 13 | -53,85 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 235 290 | 13,88 | 4 647 | 16,35 | ||||
| 2026-04-24 | 13F | Optas, LLC | 18 566 | 1,24 | 367 | 3,39 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 3 008 905 | 28,42 | 59 426 | 31,21 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 29 475 | 0,00 | 582 | 2,28 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 246 343 | 64,08 | 4 865 | 67,64 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 38 163 | 0,72 | 754 | 2,87 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 845 222 | 31,09 | 16 693 | 33,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 39 946 | -17,40 | 816 | -15,62 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 12 634 | 250 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1 615 819 | 17,89 | 31 912 | 20,45 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 365 | 224 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 12 569 371 | 2,63 | 248 245 | 4,86 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 236 | 5 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 85 | 2 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 162 | -2,99 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 73 | -12,05 | 1 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 32 834 | 6,39 | 648 | 8,72 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 10 109 | 200 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 40 481 | -9,52 | 800 | -7,52 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 25 274 | 2,51 | 564 | 10,16 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 402 311 | 21,72 | 7 910 | 23,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3 397 | 16,10 | 67 | 19,64 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 474 705 | 10,63 | 9 375 | 13,03 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 68 | 1 | ||||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 34 644 | 0,66 | 684 | 2,86 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12 704 | -9,09 | 251 | -7,41 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10 260 | -40,04 | 203 | -38,79 | ||||
| 2026-04-24 | 13F | Bayban | 1 532 | 0,00 | 30 | 3,45 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 33 007 | 28,62 | 652 | 47,62 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 47 | 1 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 32 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 104 | 22,35 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17 870 | -28,28 | 353 | -26,82 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 2 336 | -8,57 | 46 | -6,12 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 73 870 | 5,18 | 1 459 | 7,44 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 728 | 0,00 | 14 | -6,67 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 384 | 0,00 | 8 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 14 016 | -5,29 | 277 | -3,50 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 16 244 | -47,67 | 321 | -46,67 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 14 642 | 4,12 | 289 | 6,64 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 280 981 | 0,40 | 5 549 | 2,59 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 128 228 | 39,14 | 2 533 | 42,17 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 13 444 | 266 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 145 491 | 17,51 | 2 873 | 20,06 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 882 | 0,00 | 0 | |||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 135 945 | 3,12 | 2 685 | 5,34 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 14 187 | 0,01 | 280 | 2,19 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 5 767 | 119 | ||||||
| 2026-05-04 | 13F | Abc Arbitrage Sa | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jain Global LLC | 65 902 | 1 302 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 145 | 3 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 499 | 0,00 | 10 | 0,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 113 989 | 5,13 | 2 251 | 7,45 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 21 728 | 0,09 | 429 | 2,39 | ||||
| 2026-05-11 | 13F | Allianz Se | 221 970 | 0,90 | 4 384 | 3,08 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 6 977 | 147,06 | 138 | 153,70 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 36 147 | 9,24 | 714 | 11,58 | ||||
| 2026-05-12 | 13F | Paradigm Asset Management Co Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 152 886 | 54,07 | 3 019 | 57,40 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 74 | 1 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 327 | 330,26 | 6 | 500,00 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 18 274 | -41,58 | 361 | -40,40 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12 166 | -1,66 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 284 919 | 2,42 | 5 627 | 4,65 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 227 | -15,79 | 24 | -14,29 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1 352 | 27 | ||||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 138 081 | -5,69 | 2 727 | -3,64 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 113 627 | 8,02 | 2 244 | 10,38 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 36 414 | -5,10 | 719 | -2,97 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 208 707 | 0,00 | 4 034 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 145 062 | 8,64 | 2 865 | 10,96 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 45 718 | -2,26 | 903 | -0,22 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 24 991 | 77,29 | 494 | 81,25 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 412 872 | -24,10 | 8 154 | -22,45 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 12 699 | 0,00 | 251 | 2,04 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 324 514 | 0,89 | 6 409 | 3,09 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 53 007 | -0,89 | 1 031 | 15,08 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 25 037 | 158,73 | 494 | 164,17 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 28 492 | 563 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 253 890 | -2,61 | 5 014 | -0,52 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 14 222 | -16,55 | 307 | -9,47 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 18 947 | 49,32 | 374 | 52,65 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 59 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1 749 272 | -9,11 | 34 548 | -7,13 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 67 | 1 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 782 399 | -7,88 | 74 702 | -5,88 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 320 000 | 0,00 | 6 320 | 2,18 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 618 | 419,33 | 12 | 500,00 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Pzena Investment Management Llc | 32 548 | 14,31 | 643 | 16,73 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 404 | 0,00 | 29 | 0,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 737 | -23,91 | 54 | -21,74 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 21 662 | 8,91 | 428 | 11,20 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 14 848 | 12,19 | 293 | 14,90 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 343 | 7 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 112 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 1 706 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 17 127 | 9,19 | 338 | 11,55 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 561 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 26 363 | 521 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22 435 | 7,33 | 443 | 9,65 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 193 986 | 38,25 | 3 831 | 41,26 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 17 | 0 | ||||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 121 298 | -21,18 | 2 324 | -20,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 787 | 56,46 | 16 | 77,78 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 40 192 | 0,26 | 794 | 2,45 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 142 377 | 30,77 | 2 812 | 33,60 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 55 121 | 9,94 | 1 089 | 12,28 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 45 892 | -7,10 | 906 | -5,03 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 2 000 | 40 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 29 685 | 4,31 | 586 | 6,55 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 61 630 | -0,95 | 1 217 | 1,25 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2 011 | -0,40 | 41 | 2,50 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 33 987 | -0,42 | 671 | 1,82 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 70 708 | 115,25 | 1 396 | 120,19 | ||||
| 2026-01-20 | 13F | Myriad Asset Management US LP | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 70 930 | 124,95 | 1 401 | 129,89 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 24 405 | 0,00 | 482 | 2,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 966 | 487,00 | 98 | 512,50 | ||||
| 2026-05-12 | 13F | Covenant Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 459 656 | 1 901,72 | 9 078 | 1 949,21 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 77 044 | -54,18 | 1 522 | -53,20 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 566 | 104,33 | 11 | 120,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 88 212 | 2,28 | 1 742 | 4,50 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 38 251 | 755 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2 445 | 393,94 | 48 | 433,33 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14 935 | 21,30 | 295 | 24,05 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 24 309 | -7,19 | 480 | -5,14 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 196 927 | 94,11 | 63 139 | 98,33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 603 | 77,72 | 32 | 82,35 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 91 | 0,00 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 337 | 0,60 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 341 | -0,29 | 7 | 20,00 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 29 386 | 40,08 | 580 | 43,21 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 200 534 | -12,02 | 3 961 | -10,12 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 1 711 455 | 33 801 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 598 | 44,10 | 12 | 37,50 | ||||
| 2026-04-13 | 13F | Trust Co | 1 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 848 | 372 | ||||||
| 2026-05-15 | 13F | Shelton Capital Management | 26 157 | -6,76 | 517 | -4,80 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 29 620 | 183,04 | 585 | 189,60 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 586 | -5,33 | 12 | 0,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 337 | 0,30 | 6 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 58 | 0,00 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | XY Capital Ltd | 175 608 | 46,44 | 3 468 | 49,61 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 393 | 100,51 | 8 | 133,33 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 161 | 136,76 | 3 | 200,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 41 187 | 0,77 | 813 | 2,91 | ||||
| 2026-05-12 | 13F | Creative Planning | 764 584 | 15,35 | 15 101 | 17,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 918 315 | 29,15 | 17 466 | 27,08 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 071 | 15,76 | 41 | 17,65 | ||||
| 2026-05-11 | 13F | Boston Partners | 437 159 | -9,60 | 8 653 | -7,80 | ||||
| 2026-04-15 | 13F | City Holding Co | 244 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 115 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 32 820 | 0,00 | 648 | 2,21 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 34 903 | 11,00 | 689 | |||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 57 693 | 10,77 | 1 139 | 13,22 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 1 305 755 | 20,55 | 25 789 | 22,41 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 52 911 | -1,92 | 1 045 | 0,19 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | 0 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 16 042 | 3,10 | 332 | 10,67 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 87 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 36 642 | 19,01 | 724 | 21,51 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 9 171 | 312,55 | 181 | 330,95 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 59 579 | -26,71 | 1 177 | -25,14 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 401 745 | 4,34 | 7 934 | 6,61 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 204 898 | 7,36 | 4 047 | 9,68 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 122 559 | 1,98 | 2 421 | 4,13 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 17 478 | -2,96 | 345 | -0,86 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 76 663 | 1 514 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 87 247 | 22,87 | 1 723 | 25,58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 14 282 | 22,31 | 282 | 25,33 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 854 599 | 16,04 | 16 878 | 18,57 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 19 394 | 11,96 | 383 | 14,67 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 176 990 | -3,94 | 3 496 | -1,85 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 164 | 3,10 | 23 | 4,76 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 345 653 | 27,25 | 6 827 | 30,02 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 3 827 | 0,00 | 76 | 2,74 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 404 869 | 6,67 | 7 996 | 8,98 | ||||
| 2026-02-06 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 750 | 0,00 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 739 781 | 4,03 | 14 611 | 6,29 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 20 279 | 2,22 | 401 | 20,48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 22 958 371 | 6,58 | 453 428 | 8,89 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 887 | 18,53 | 40 | 21,21 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 19 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13 645 | 11,84 | 269 | 14,47 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 244 903 | -5,60 | 24 587 | -3,55 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 324 | 2 307,27 | 26 | 2 500,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 193 136 | 22,22 | 3 814 | 24,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15 200 | 300 | |||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 108 437 | 2 142 | ||||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 13 657 | 0,22 | 270 | 2,28 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 294 000 | -1,67 | 5 806 | 0,47 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 11 407 | -18,56 | 225 | -16,67 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16 633 | 329 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 089 747 | 22,98 | 21 523 | 25,65 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 435 188 | 6,21 | 8 590 | 8,43 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 24 704 | 28,62 | 488 | 31,27 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 540 | 0,00 | 10 | 11,11 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7 681 566 | 7,32 | 151 711 | 9,65 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 116 921 | 2 260 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 136 324 | 6,79 | 2 692 | 9,12 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 125 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 111 318 | 435,49 | 2 199 | 448,13 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 33 304 | -10,56 | 658 | -8,62 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 127 | 35,11 | 3 | 100,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Natural Investments, Llc | 13 499 | -9,16 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 235 570 | 0,62 | 4 653 | 2,81 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 4 276 | 84 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 12 633 | -1,30 | 250 | 0,81 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2 275 | 46,68 | 45 | 51,72 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 14 026 | 1,11 | 277 | 3,36 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Integrated Quantitative Investments LLC | 130 762 | 100,00 | 2 583 | 104,43 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 21 997 | 41,79 | 434 | 45,15 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 3 083 | 0,52 | 61 | 1,69 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 22 817 | -4,17 | 485 | 5,43 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 76 040 | 16,52 | 1 446 | 14,31 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 43 108 | 20,85 | 851 | 23,51 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2 409 | 0,00 | 48 | 2,17 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 119 925 | 5,22 | 2 369 | 7,49 | ||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 15 700 | 303 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3 838 | -5,05 | 76 | -3,85 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 33 675 | 12,37 | 665 | 14,85 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 39 080 | 2,98 | 772 | 5,18 | ||||
| 2026-05-15 | 13F | Limestone Investment Advisors LP | 47 905 | 0,00 | 946 | 2,16 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 16 682 | -23,31 | 329 | -21,67 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 616 | -1,44 | 12 | 0,00 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 19 466 | 384 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 79 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 398 | -21,03 | 8 | -22,22 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13 509 | -0,93 | 267 | 1,14 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9 472 | -49,59 | 193 | -47,11 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 44 652 | 14,05 | 882 | 16,53 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 255 668 | 1,98 | 5 049 | 4,19 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 19 264 | 36,83 | 380 | 39,71 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 41 158 | 3,66 | 796 | 29,69 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 355 | 27 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 21 | 0 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 91 510 | 23,03 | 1 807 | 25,75 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 159 100 | -61,24 | 3 142 | -60,40 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 590 654 | 1,08 | 11 665 | 3,28 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 76 317 | 1,09 | 1 507 | 3,29 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 17 981 | -37,30 | 355 | -35,92 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 107 955 | 2 087 | ||||||
| 2026-05-15 | 13F | State Street Corp | 13 954 | 0,00 | 276 | 2,23 | ||||
| 2026-05-20 | 13F | Ccm Investment Advisers Llc | 305 762 | 6 039 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 500 | 45,27 | 326 | 48,40 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 52 773 | 1,34 | 1 020 | 17,11 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 1 078 | 21 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 18 858 | 372 | ||||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 10 898 | 215 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 225 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 13 908 | 275 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 419 198 | 15,38 | 8 103 | 33,23 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 185 | 6,32 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3 144 | -18,53 | 0 | |||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 116 | 2 | ||||||
| 2026-05-08 | 13F | DJE Kapital AG | 100 470 | 3 370 | ||||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 772 | 122,67 | 489 | 127,44 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 402 811 | -43,32 | 7 986 | -41,87 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 15 925 | -0,79 | 315 | 1,29 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 126 900 | 2 506 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 159 | 0,00 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 271 | 110,08 | 5 | 150,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 7 692 | 62,04 | 152 | 65,93 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Storgate, LLC | 17 177 | 339 | ||||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 65 381 | 0,00 | 1 291 | 2,22 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 42 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 100 932 | 51,95 | 1 993 | 55,22 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 7 699 | 36,65 | 152 | 40,74 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 29 363 | 23,78 | 580 | 26,42 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 12 019 | 237 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 151 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 679 | 33 | ||||||
| 2026-05-15 | 13F | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 119 247 | 38,92 | 2 477 | 40,52 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 259 972 | 38,23 | 5 134 | 41,24 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 18 735 | -75,40 | 370 | -74,86 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 20 515 | 47,06 | 405 | 50,56 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 644 | 0,00 | 13 | 0,00 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 11 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 19 672 | -5,93 | 389 | -3,96 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 868 | 2,36 | 17 | 6,25 | ||||
| 2026-05-08 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 40 493 | 66,53 | 838 | 78,30 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 12 269 | 17,95 | 242 | 20,40 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 185 | 265,74 | 23 | 283,33 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 6 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 11 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 28 611 | -0,07 | 536 | -3,60 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 377 | -9,16 | 7 | -12,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 103 986 | 2 724,17 | 1 981 | 2 688,73 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 255 | 5 | ||||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 76 066 | -38,88 | 1 502 | -37,55 | ||||
| 2026-03-05 | 13F/A | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Channing Global Advisors, Llc | 16 663 | -20,17 | 329 | -18,36 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 618 | 0,00 | 12 | 9,09 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 24 109 | 22,80 | 476 | 25,59 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 488 | 67,12 | 10 | 80,00 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 31 593 | -0,80 | 624 | 1,30 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 317 | -41,08 | 6 | -40,00 |
