Podstawowe statystyki
| Właściciele instytucjonalni | 184 total, 184 long only, 0 short only, 0 long/short - change of 7,48% MRQ |
| Średnia alokacja portfela | 0.9621 % - change of -36,77% MRQ |
| Akcje instytucjonalne (długie) | 40 689 719 (ex 13D/G) - change of 1,29MM shares 11,00% MRQ |
| Wartość instytucjonalna (długa) | $ 868 018 USD ($1000) |
Własność instytucjonalna i akcjonariusze
SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF (MX:SPLB) posiada 184 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 40,689,719 akcji. Do największych akcjonariuszy należą State Street Corp, LPL Financial LLC, Envestnet Asset Management Inc, Sona Asset Management (us) Llc, Rockland Trust Co, Bramshill Investments, LLC, Nyl Investors Llc, Thrivent Financial For Lutherans, Bank Of America Corp /de/, and Morgan Stanley .
SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF (BMV:SPLB) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 18 516 | 40,39 | 411 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 594 232 | 466,74 | 13 204 | 457,79 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 72 915 | -64,36 | 1 620 | -64,93 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 1 781 208 | 256,24 | 39 578 | 250,56 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 63 149 | 3,94 | 1 403 | 2,33 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 76 | -1,30 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 223 686 | -30,26 | 5 | -42,86 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 167 151 | 58,56 | 3 714 | 56,05 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 246 052 | 222,02 | 72 127 | 216,89 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 139 | 504,35 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 97 476 | 236,14 | 2 166 | 231,04 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 518 | -1,57 | 78 | -4,94 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 50 344 | 0,01 | 1 119 | -1,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 971 | 210,45 | 66 | 214,29 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 75 872 | 10,31 | 1 690 | 168 800,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 76 121 | 4,67 | 1 691 | 2,98 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7 773 | -77,63 | 172 | -78,06 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 331 | 96 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 15 862 | -0,81 | 352 | -3,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 50 | 257,14 | 1 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 376 158 | 4,39 | 8 358 | 2,73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 751 225 | 7,58 | 16 692 | 5,87 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 075 | 0,00 | 113 | -1,75 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 161 244 | 213,45 | 3 583 | 208,53 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3 298 | 0,89 | 73 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 17 154 | 381 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 665 442 | 41,47 | 14 786 | 39,21 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 26 857 | -21,87 | 597 | -23,20 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 23 971 | 0,00 | 533 | -1,66 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 52 876 | 8,79 | 1 175 | 7,02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79 198 | 89,70 | 925 | -1,80 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4 742 | -6,65 | 105 | -7,89 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 27 370 | -21,95 | 608 | -23,14 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 18 106 | -12,16 | 397 | -14,84 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 751 | 19,02 | 17 | 14,29 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 6 144 | 137 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 129 706 | -55,80 | 2 882 | -56,50 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 180 | 0,86 | 248 | -1,20 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 36 587 | -2,13 | 813 | -3,79 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 95 593 | 141,65 | 2 124 | 137,85 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 41 392 | -10,75 | 920 | -12,23 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 000 | 0,00 | 22 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 37 602 | -14,08 | 836 | -15,91 | ||||
| 2026-05-05 | 13F | PFG Advisors | 428 104 | 6,45 | 9 512 | 4,75 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 004 | 22 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 69 958 | 202,63 | 1 554 | 198,27 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 156 | 3 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 18 787 | 417 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 17 397 | 136,18 | 387 | 132,53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 20 | 0 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 819 | 1 200,00 | 18 | 1 700,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 496 638 | 210,54 | 11 035 | 205,59 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 1 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 380 894 | 3,18 | 8 463 | 1,54 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 13 | 1 200,00 | 0 | |||||
| 2026-04-07 | 13F | Boltwood Capital Management | 45 000 | -0,44 | 1 000 | -2,06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 873 | 1,99 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 2 345 000 | 52 106 | ||||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 007 | 17,33 | 289 | 15,60 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13 899 | 0,85 | 309 | -0,96 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 19 086 | -81,98 | 424 | -82,26 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 247 795 | -27,01 | 5 506 | -28,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 201 671 | -11,81 | 4 481 | -13,21 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 103 453 | -10,14 | 2 299 | -11,58 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 64 187 | 1 449 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 77 | -86,27 | 2 | -91,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 550 889 | 11,75 | 12 241 | 9,96 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73 767 | -7,61 | 1 639 | 4 582,86 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42 170 | 16,15 | 937 | 14,41 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20 641 | 459 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 26 729 | 594 | ||||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 325 655 | -9,48 | 7 353 | -8,05 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 14 015 | 47,99 | 311 | 46,01 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 8 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 949 369 | 1,69 | 21 095 | 0,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1 939 392 | 6,32 | 43 093 | 4,62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 203 | 9,88 | 50 | 6,52 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3 370 | 9 261,11 | 75 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 792 | 0,00 | 18 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 90 | 1,12 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 11 565 | 0,00 | 257 | -1,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 80 815 | 64,07 | 1 796 | 61,42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 262 429 | 38,06 | 5 831 | 35,89 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2 476 | 0,00 | 55 | 0,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5 142 | 207,72 | 114 | 208,11 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Conning Inc. | 124 080 | 0,00 | 2 757 | -1,57 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1 | |||||||
| 2026-02-25 | 13F | Revere Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 42 920 | 0,00 | 954 | -1,65 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 8 644 | -6,06 | 192 | -7,25 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 21 817 | 485 | ||||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 376 210 | 12,21 | 8 359 | 10,42 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 40 658 | 2,61 | 903 | 1,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 53 159 | 312 600,00 | 1 181 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 17 600 | -22,32 | 397 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 435 | -33,69 | 10 | -35,71 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | State Street Corp | 7 080 029 | 119,13 | 157 318 | 115,63 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KKM Financial LLC | 34 150 | 0,00 | 771 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10 273 | 0,58 | 228 | -0,87 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 10 442 | -42,25 | 232 | -43,28 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 599 372 | 56,29 | 13 318 | 53,81 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 340 155 | 26,01 | 7 558 | 24,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 535 588 | 142,22 | 11 901 | 138,38 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 19 240 | 428 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 33 597 | 6,70 | 747 | 5,07 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 107 306 | 4,90 | 2 384 | 3,25 | ||||
| 2026-05-15 | 13F | Fmr Llc | 543 | -8,43 | 12 | -7,69 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 415 920 | -12,07 | 9 242 | -13,46 | ||||
| 2026-04-10 | 13F | Novem Group | 62 457 | 8,70 | 1 388 | 6,94 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 059 | 0,00 | 24 | 0,00 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 164 340 | 3 652 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 11 915 | 193,69 | 265 | 183,87 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 994 | -94,69 | 22 | -94,79 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 204 991 | 4 555 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 18 914 | -0,22 | 420 | -1,87 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 335 000 | 26,42 | 7 444 | 24,40 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 259 210 | -3,72 | 5 760 | -5,25 | ||||
| 2026-02-13 | 13F | Dow Chemical Co /de/ | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 218,75 | 1 | |||||
| 2026-04-07 | 13F | Eastern Bank | 95 | 0,00 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11 675 | 259 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 600 | 213 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 830 | 0,27 | 41 | -2,44 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 11 943 | 0,16 | 265 | -1,86 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 39 163 | -0,69 | 870 | -2,25 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 401 | 31 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 109 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 692 | 15 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 112 937 | 32,67 | 2 510 | 30,54 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 231 971 | 76,16 | 94 034 | 73,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 817 | -8,89 | 174 | -10,36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18 347 | -3,47 | 408 | -5,13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 072 | 3,10 | 179 | 1,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 518 888 | 302,99 | 11 530 | 296,59 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 65 445 | 1 454 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 81 423 | 15,72 | 1 809 | 13,92 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 10 736 | 239 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 51 610 | -9,93 | 1 147 | -11,36 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 20 144 | 54,40 | 448 | 52,04 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46 395 | 184,25 | 1 031 | 179,89 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 44 719 | 171,42 | 994 | 166,94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 39 952 | 250,89 | 888 | 245,14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 236 225 | 264,93 | 5 | 400,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31 899 | 218,61 | 709 | 213,27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 121 090 | 7,99 | 25 | 4,35 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 994 | 267 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 32 863 | 208,98 | 730 | 204,17 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 185 956 | 5,66 | 4 132 | 3,98 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 25 964 | 577 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 38 453 | -95,30 | 854 | -95,40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 214 | 10,36 | 27 | 8,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 001 | 0 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 240 446 | 5 343 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69 735 | 26,86 | 1 550 | 24,82 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 118 771 | 208,02 | 2 639 | 203,33 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 29 003 | -8,89 | 644 | -10,31 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 470 | 610 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 94 424 | -71,18 | 2 132 | -71,85 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 371 370 | 11,05 | 8 252 | 9,28 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 14 436 | -3,51 | 321 | -5,04 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 76 | 0,00 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84 423 | 193,69 | 1 876 | 188,91 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13 605 | 302 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 169 378 | 427,31 | 3 781 | 419,94 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 1 456 598 | 0,00 | 32 366 | -1,59 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 4 784 | 107 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 359 | 23,03 | 252 | 21,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9 140 | 206 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37 833 | 6,42 | 841 | 4,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 43 223 | 10,71 | 960 | 8,97 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13 865 | 308 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 95 | 1,06 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7 664 | 2,17 | 170 | 0,59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 18 132 | -1,37 | 403 | -2,89 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 729 | 1 910,47 | 38 | 3 700,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 27 986 | 181,92 | 622 | 177,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 179 556 | 5,12 | 3 959 | 2,64 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 73 814 | 2,45 | 1 640 | 0,86 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 961 700 | -49,43 | 21 369 | -50,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 84 048 | 2,70 | 1 835 | -0,70 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 17 803 | -30,85 | 396 | -32,01 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 552 122 | -12,58 | 12 268 | -13,98 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 341 | -8,95 | 52 | -10,34 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 15 139 | -2,71 | 336 | -4,27 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 121 429 | -0,10 | 2 698 | -1,68 |
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