Podstawowe statystyki
| Właściciele instytucjonalni | 293 total, 293 long only, 0 short only, 0 long/short - change of 3,52% MRQ |
| Średnia alokacja portfela | 0.2357 % - change of -23,00% MRQ |
| Akcje instytucjonalne (długie) | 65 272 059 (ex 13D/G) - change of 0,51MM shares 0,79% MRQ |
| Wartość instytucjonalna (długa) | $ 1 166 763 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Global X Funds - Global X U.S. Preferred ETF (PE:PFFD) posiada 293 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 65,272,059 akcji. Do największych akcjonariuszy należą Orgel Wealth Management, LLC, Bank Of America Corp /de/, LPL Financial LLC, Global X Japan Co., Ltd., Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Lido Advisors, LLC, Susquehanna International Group, Llp, and FUKOKU MUTUAL LIFE INSURANCE Co .
Global X Funds - Global X U.S. Preferred ETF (BVL:PFFD) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 13 563 | 250 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10 933 | -11,27 | 201 | -13,73 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 126 516 | 4,93 | 2 413 | 5,84 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 13 794 | -34,08 | 254 | -35,95 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 861 716 | -3,59 | 52 656 | -6,19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 564 | 0,00 | 29 | -3,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 370 | 44 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 497 028 | 25,92 | 9 145 | 22,54 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 7 045 871 | -4,40 | 129 644 | -6,98 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 13 945 | -1,01 | 257 | -3,76 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 351 378 | 3,17 | 6 465 | 0,39 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 482 | 9 | ||||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 181 630 | 3 342 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 23 010 | 0,00 | 423 | -2,76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 160 585 | 17,75 | 2 929 | 13,58 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 108 284 | -92,41 | 1 992 | 7 561,54 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26 953 | 48,72 | 510 | 44,60 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 1,58 | 16 | -6,25 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 52 959 | -1,49 | 974 | -4,13 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12 042 | 0,05 | 222 | -2,64 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 376 775 | -19,14 | 6 930 | -21,23 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 4 340 | 1,47 | 80 | -1,25 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 29 915 | -0,76 | 550 | -3,51 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 88 | 35,38 | 2 | 0,00 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2 655 | 50 | ||||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 14 972 | 0,00 | 275 | -2,83 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 390 | 1,83 | 7 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 10 000 | 0,00 | 184 | -2,65 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 201 465 | 3,98 | 3 707 | 1,17 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34 457 | 15,52 | 634 | 12,41 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 19 922 | -14,87 | 367 | -17,19 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 29 870 | 3 294,32 | 550 | 3 331,25 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 22 255 | -27,87 | 409 | -29,85 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 329 514 | 0,75 | 6 063 | -1,96 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 546 | 8,23 | 231 | 5,02 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 7 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 104 538 | 7,38 | 1 977 | 7,80 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 16 888 | 0,00 | 311 | -2,82 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 10 551 | 194 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 152 418 | -22,05 | 2 804 | -24,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 119 936 | 129,06 | 2 207 | 122,83 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 645 | -75,61 | 12 | -78,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 2 118 | 0,00 | 39 | -5,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 55 606 | -57,73 | 1 023 | -58,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 116 | 0,87 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 13 277 | -10,63 | 244 | -12,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 358 305 | -5,00 | 6 593 | -7,57 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 993 381 | 7,73 | 18 785 | 4,84 | ||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 3 418 081 | 62 893 | ||||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 30 669 | -4,64 | 581 | -4,61 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 157 752 | 3,96 | 2 903 | 0,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98 645 | -7,65 | 1 817 | -11,67 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 307 627 | 7,80 | 5 660 | 4,89 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 20 201 | 384 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 463 | 0,00 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 90 529 | 17,39 | 1 710 | 17,22 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 32 294 | -83,23 | 594 | -83,69 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 22 602 | -2,34 | 416 | -5,03 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 375 | 0,00 | 7 | -14,29 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 23 024 | -7,34 | 424 | -9,81 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 9 | 0 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 230 | -95,14 | 4 | -95,60 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 33 327 | 45,53 | 630 | 41,89 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 69 644 | 3,26 | 1 281 | 0,47 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 382 928 | 26,79 | 7 046 | 23,38 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 55 447 | -10,34 | 1 020 | -12,75 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4 006 | 0,00 | 74 | -2,67 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 51 207 | 89,66 | 942 | 84,71 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 89 830 | -5,39 | 1 653 | -7,97 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15 472 | -0,80 | 285 | -4,05 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 10 000 | 0,00 | 184 | -2,65 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 58 360 | -21,47 | 1 074 | -23,63 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 79 705 | 10,81 | 1 467 | 7,79 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 10 158 | 0 | ||||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1 249 820 | 19,08 | 22 997 | 15,87 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 28 892 | -3,31 | 1 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 585 | 195 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 20 758 | 16,68 | 383 | 11,66 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 37 811 | 87,61 | 696 | 82,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 30 554 | 562 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 24 365 | -0,95 | 459 | -1,51 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 862 915 | -38,43 | 15 878 | -40,09 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30 530 | -1,75 | 561 | -4,43 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21 726 | 0,00 | 400 | -2,68 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 27 245 | -8,41 | 501 | -10,85 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3 193 | 64,84 | 59 | 866,67 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10 255 | 0,97 | 189 | -2,08 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 80 653 | 1,60 | 1 484 | -1,13 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31 818 | -5,17 | 585 | -7,73 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 42 935 | 23,33 | 790 | 20,06 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 919 406 | 22,34 | 16 917 | 19,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 24 082 | -2,86 | 443 | -5,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 172 425 | 6,56 | 3 173 | 3,69 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 634 | -17,31 | 30 | -18,92 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 43 504 | -80,19 | 800 | -80,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 55 398 | -2,45 | 1 048 | 104 600,00 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 37 448 | 2,36 | 689 | -0,29 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 12 000 | 0,00 | 227 | -3,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 305 456 | -22,97 | 5 620 | -25,05 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 769 | -40,60 | 106 | -42,08 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 21 416 | -85,25 | 394 | -86,10 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 82 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 500 | 0,00 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 21 037 | 387 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 625 | 44,04 | 177 | 40,48 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 849 | 16 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 232 706 | -7,31 | 4 282 | -9,82 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 41 975 | -10,62 | 772 | -13,06 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 204 730 | 14,64 | 3 767 | 11,55 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 20 046 | -5,07 | 369 | -7,77 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 13 617 | -50,86 | 251 | -52,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Invested Advisors | 16 408 | 0,07 | 302 | -2,90 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 46 968 | 3,57 | 864 | 0,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 140 865 | 5,43 | 2 569 | 1,70 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 9 040 | 6,86 | 166 | 4,40 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 575 448 | -20,39 | 10 589 | -22,53 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 415 612 | -11,70 | 7 647 | -14,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12 557 | 21,75 | 231 | 18,46 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 21 405 | -0,21 | 394 | -2,96 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 28 442 | -8,52 | 538 | -11,09 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 348 970 | 4,80 | 6 421 | 1,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22 637 | 417 | ||||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 71 062 | -55,63 | 1 308 | -56,84 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 697 288 | 14,80 | 12 830 | 11,71 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 39 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53 166 | 268,77 | 978 | 259,56 | ||||
| 2026-04-21 | 13F | SWS Partners | 314 551 | 4,47 | 5 788 | 1,12 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 200 | 4 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 16 731 | 1,57 | 308 | -1,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 182 964 | 41,80 | 3 367 | 37,95 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13 415 | 4,29 | 247 | 1,23 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 14 175 | -5,51 | 261 | -8,13 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 254 426 | 17,08 | 23 081 | 13,92 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 10 770 | 0,00 | 198 | -2,46 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 38 011 | 0,03 | 719 | -2,71 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 560 241 | -4,33 | 47 108 | -6,91 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 2 712 | 0,00 | 50 | -3,92 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 562 | 1,63 | 10 | 0,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1 001 871 | 18 | ||||||
| 2026-04-30 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 1 341 305 | 0,00 | 24 680 | -2,70 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 67 130 | 40,56 | 1 235 | 36,77 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 622 | 0,00 | 11 | 0,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 17 269 | -15,92 | 318 | -18,30 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 125 979 | 2,76 | 2 318 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15 196 | 0,00 | 280 | -2,79 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 717 | 0,00 | 13 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 610 103 | -6,12 | 66 426 | -8,65 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 131 | 2 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 823 | 0,00 | 15 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 30 085 | -4,28 | 554 | -6,90 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 294 844 | 5 | -99,77 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 59 653 | -2,32 | 1 098 | -4,94 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 9 154 | 0,00 | 168 | -2,89 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 29 164 | 0,82 | 537 | -2,01 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 12 231 | -14,44 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 288 | 0,00 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 113 522 | 7,27 | 2 089 | 4,35 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 39 294 | -20,54 | 723 | -22,67 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 98 178 | 14,20 | 1 806 | 11,14 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1 000 | 0,00 | 18 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 10 357 | 1,45 | 191 | -1,55 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 19 513 | 9,91 | 359 | 7,16 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 24 738 | 9,61 | 455 | 6,81 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 56 300 | 8,47 | 1 036 | 5,50 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 29 000 | 0,00 | 534 | -2,74 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 125 549 | 4,60 | 2 310 | 1,81 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 6 455 | -16,11 | 119 | -18,62 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 30 643 | 68,45 | 564 | 64,14 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 862 293 | 1,16 | 15 866 | -1,56 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 25 688 | 46,05 | 473 | 42,17 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 69 497 | -3,29 | 1 279 | -5,89 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4 908 | -1,03 | 90 | -3,23 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 45 562 | 4,38 | 838 | 1,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | Change Path, LLC | 77 626 | 3,48 | 1 428 | 0,71 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 1 325 577 | -21,72 | 24 391 | -23,84 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 15 917 | -13,69 | 293 | -16,09 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 440 536 | 8,20 | 8 106 | 5,27 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 40 813 | 1,93 | 751 | -0,92 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1 582 717 | 4 298,76 | 29 122 | 4 182,50 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 719 883 | 4,72 | 13 246 | 1,89 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1 805 | 4,46 | 33 | 3,13 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 19 409 | 0,12 | 357 | -2,46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 113 136 | 18,42 | 2 082 | 15,23 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 33 915 | 16,86 | 624 | 13,69 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2 962 | 0,00 | 55 | -3,57 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 230 743 | -4,93 | 4 243 | -10,20 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 34 875 | 4,20 | 642 | 1,42 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 14 935 | -23,77 | 275 | -25,95 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 12 175 | 0,00 | 224 | -2,61 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Firestone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 186 | 59 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 19 744 | -30,24 | 363 | -32,15 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3 544 | 0,00 | 65 | -2,99 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 612 | -13,31 | 11 | -15,38 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 605 | 0,00 | 11 | 0,00 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 69 538 | 1,76 | 1 280 | -1,01 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 74 531 | 6,88 | 1 371 | 4,02 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 933 | 19,32 | 293 | 16,27 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 25 324 | -22,51 | 466 | -24,64 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 104 | 0,97 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 2 566 | 47 | ||||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 990 412 | 3,00 | 18 224 | 0,23 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 6 439 | 0,00 | 118 | -2,48 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 498 | 0,00 | 9 | 0,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 137 | 1,48 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 182 294 | -5,26 | 3 354 | -7,81 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 250 | 92,24 | 97 | 88,24 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 86 600 | 0,00 | 1 593 | -2,69 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 133 059 | -10,53 | 2 516 | -12,91 | ||||
| 2026-04-30 | 13F | Conning Inc. | 580 200 | 0,00 | 10 676 | -2,70 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 8 000 | 0,00 | 147 | -3,29 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 132 | 0,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 42 309 | -23,82 | 1 | -100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | -100,00 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 19 410 | 0,00 | 357 | -2,72 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 687 | -22,37 | 13 | -29,41 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 95 | 0,00 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 28 732 | -4,01 | 529 | -6,71 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 87 135 | -19,19 | 1 603 | -21,34 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 31 700 | 583 | ||||||
| 2026-05-04 | 13F | Vista Finance, Llc | 10 475 | 193 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 402 800 | 4,24 | 7 412 | 1,44 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 13 513 | -22,54 | 250 | -25,67 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 7 453 | 0,00 | 137 | -2,14 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 53 256 | 5,40 | 980 | 2,51 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 142 850 | 18,22 | 2 628 | 15,06 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 25 700 | 0,00 | 473 | -2,68 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 59 371 | 7,41 | 1 092 | 0,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 74 851 | -33,81 | 1 | -50,00 | ||||
| 2026-04-28 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1 551 000 | 0,00 | 28 538 | -2,70 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 18 562 | 9,64 | 342 | 6,56 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 1 145 766 | 2,03 | 21 082 | -0,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 130 441 | -9,37 | 2 400 | -11,80 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 685 457 | 2,60 | 12 612 | -0,17 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 131 995 | 2,88 | 2 429 | -0,45 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 61 865 | 121 203,92 | 1 138 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 208 586 | 3 838 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 28 819 | -0,11 | 530 | -2,75 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18 555 | -0,93 | 341 | -3,67 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 978 | 0,00 | 36 | -2,70 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5 305 892 | -11,75 | 97 628 | -14,13 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 30 965 | 570 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 510 | 0,00 | 123 | -2,38 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2 000 | 37 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 22 095 | 0,46 | 421 | -0,47 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 115 824 | -6,39 | 2 131 | -8,89 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 97 | 0,00 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 249 640 | 34,20 | 41 393 | 30,59 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 57 519 | 16,03 | 1 058 | 12,91 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 336 564 | -17,28 | 6 | -14,29 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 283 436 | -3,81 | 5 374 | -3,57 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 11 550 | -6,75 | 213 | -9,40 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2 861 | 53 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 120 946 | -11,02 | 2 225 | -13,39 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4 438 | -30,20 | 82 | -32,50 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 109 350 | 65,33 | 2 | 100,00 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 22 929 | -23,52 | 422 | -25,62 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 27 537 | -2,42 | 522 | -4,93 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 565 389 | 23,25 | 10 403 | 19,93 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 57 121 | 6,86 | 1 051 | 4,06 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 16 681 | -1,02 | 307 | -3,77 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 39 342 | 13,38 | 724 | 10,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 113 328 | 14,99 | 2 085 | 8,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 18 712 | 344 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 194 839 | 5,93 | 3 585 | 3,08 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 11 014 | 203 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 63 | 0 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 115 | 11,01 | 76 | 7,14 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 26 433 | 486 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 119 515 | -0,75 | 2 199 | -3,43 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 333 | 0,00 | 25 | -4,00 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 3 252 | 60 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 592 095 | 10,49 | 10 895 | 6,97 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 62 949 | -17,97 | 1 158 | -20,19 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 40 | -99,39 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 663 | 1,56 | 49 | 0,00 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 768 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 794 | 199 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 36 991 | 0,00 | 681 | -2,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 675 763 | -3,97 | 12 434 | -6,55 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1 642 883 | 7,71 | 30 229 | 2,05 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 11 339 | -17,84 | 209 | -20,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 14 863 | -9,31 | 273 | -11,65 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 12 820 | 236 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 038 341 | 1,17 | 19 105 | -1,56 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 11 327 | -1,92 | 208 | -4,59 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 499 | -3,48 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 79 595 | 6,75 | 1 465 | 3,83 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 16 446 | 0,00 | 303 | -2,58 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 100 740 | 1,80 | 1 854 | -0,96 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 25 550 | 2,87 | 470 | 0,21 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4 717 | 0,00 | 87 | -3,37 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | -100,00 |
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