Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w HealthEquity, Inc., to m.in Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Park West Asset Management LLC, Vanguard Fiduciary Trust Co, Mirova, VANGUARD ASSET MANAGEMENT, Ltd, Cornerstone Advisors, LLC, Thompson Investment Management, Inc., Beacon Investment Advisory Services, Inc., Oxbow Advisors, LLC, Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., CWA Asset Management Group, LLC, Expect Equity LLC, Integrated Wealth Concepts LLC, Freestone Grove Partners LP, Pinebridge Investments Llc, Mangrove Partners, Numerai GP LLC, i Nicolet Bankshares Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8 304 | 37,44 | 694 | 25,32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14 395 | 1 203 | ||||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 6 350 | 531 | ||||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 8 616 | 720 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 44 162 | 230,43 | 3 691 | 201,47 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 322 228 | 3 440,97 | 26 922 | 3 023,09 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 6 088 | 509 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9 595 | 19,24 | 802 | 8,68 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 7 | 40,00 | 1 | |||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 7 202 934 | 9,31 | 601 949 | -0,29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 056 | 55,31 | 757 | 41,57 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 6 700 | 559 | ||||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 9 683 | 809 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 189 | 310,87 | 16 | 275,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 14 240 | 22,95 | 1 190 | 12,16 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 453 | 223,57 | 37 | 208,33 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3 419 | 48,33 | 0 | |||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 11 966 | 116,74 | 1 000 | 97,82 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 77 914 | 23,40 | 6 511 | 12,59 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 6 170 | 54,56 | 516 | 41,10 | ||||
| 2026-05-15 | 13F | State Street Corp | 3 099 897 | 0,29 | 259 058 | -8,52 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 14 036 | 0,54 | 1 151 | -9,94 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 879 | 3 843,84 | 264 | 4 283,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 3 409 | 51,92 | 312 | 47,17 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 271 | 25 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 8 610 | 86,77 | 720 | 70,38 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 224 | 45,45 | 19 | 28,57 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 77 477 | 6 475 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 120 368 | 7,18 | 10 059 | -2,22 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 20 437 | 366,07 | 1 686 | 320,45 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 986 | 82 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 138 868 | 28,87 | 11 605 | 17,57 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 684 | 0,68 | 308 | -8,36 | ||||
| 2026-04-23 | 13F | Peregrine Capital Management Llc | 126 231 | 16,07 | 10 549 | 5,89 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 100 | 8 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16 872 | 219,24 | 1 410 | 191,12 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 194 861 | 2,45 | 16 285 | -6,54 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 5 700 | 90,00 | 522 | 83,80 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10 948 | 7,15 | 915 | -2,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 47 049 | 0,01 | 3 932 | -8,77 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 38 086 | 24,27 | 3 183 | 13,36 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 75 402 | 0,03 | 6 301 | -8,75 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 34 876 | 2 915 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 3 494 | 54,60 | 292 | 40,58 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3 795 | 317 | ||||||
| 2026-05-13 | 13F | Havemeyer Place LP | 6 189 | 517 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 173 854 | 7,52 | 14 529 | -1,92 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 035 | 46,60 | 86 | 34,38 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Holocene Advisors, LP | 2 680 | 224 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 15 000 | 45,63 | 1 254 | 32,87 | |||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 862 008 | 43,46 | 72 038 | 30,87 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 1 281 657 | 9,37 | 107 108 | -0,99 | ||||
| 2026-05-14 | 13F | SMA Capital LLC | 295 | 25 | ||||||
| 2026-05-08 | 13F | Cornerstone Advisors, LLC | 72 024 | 6 019 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 2 900 | 242 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 464 | 2,20 | 39 | -7,32 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 127 156 | 25,42 | 10 626 | 14,42 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 82 831 | 6,84 | 6 922 | -2,53 | ||||
| 2026-05-13 | 13F/A | CWM Advisors, LLC | 3 827 | 5,63 | 320 | -3,63 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 464 315 | 0,31 | 39 | -9,52 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3 077 | 282 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 64 | 3,23 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6 325 | 27,16 | 529 | 16,04 | ||||
| 2026-05-06 | 13F | California Public Employees Retirement System | 153 570 | 0,53 | 12 834 | -8,30 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 4 371 | 10,30 | 365 | 0,55 | ||||
| 2026-04-29 | 13F | Swedbank AB | 706 300 | 61,51 | 59 025 | 47,34 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4 435 | 17,02 | 371 | 5,41 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 100 604 | 23,72 | 8 407 | 12,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 553 | 18 333,33 | 46 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 78 | 23,81 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 97 000 | 8 106 | ||||||
| 2026-05-15 | 13F | Amundi | 67 592 | 2 130,76 | 5 649 | 1 938,99 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 3 642 | 1,73 | 304 | -7,03 | ||||
| 2026-05-15 | 13F | Castleark Management Llc | 48 510 | 4 054 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 13 440 | 8,91 | 1 123 | -0,62 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 5 539 | 463 | ||||||
| 2026-05-11 | 13F | Montanaro Asset Management Ltd | 50 800 | 36,56 | 4 245 | 24,60 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 12 161 | 14,93 | 1 016 | 4,85 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 321 | 8,81 | 27 | -3,70 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4 998 | 1,15 | 418 | -7,74 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 8 | 1 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 8 352 | 20,54 | 698 | 9,94 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6 790 | 567 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 213 645 | 0,63 | 17 854 | -8,20 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 54 855 | 4 584 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 21 864 | 1 827 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2 578 | 7,46 | 215 | -1,83 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 5 694 | 476 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 179 353 | 14 989 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 135 | 11 | ||||||
| 2026-05-15 | 13F | Expect Equity LLC | 15 540 | 1 299 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 3 687 | 0,99 | 308 | -7,78 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 57 666 | 4 819 | ||||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 2 505 | 209 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 6 | 1 | ||||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 57 319 | 4 790 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 69 068 | 39,24 | 5 772 | 26,97 | ||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 1 174 070 | 4,96 | 98 117 | -4,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 268 832 | 24,88 | 22 466 | 13,92 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 5 354 | 35,72 | 447 | 23,82 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 253 336 | 217,95 | 21 171 | 190,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 59 500 | 1 316,67 | 4 972 | 1 194,79 | |||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 5 373 | 13,21 | 449 | 3,46 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 14 929 | 26,75 | 1 248 | 15,68 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 20 951 | 72,08 | 1 751 | 56,95 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 228 | 16,92 | 19 | 11,76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 354 | 101,08 | 531 | 83,74 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 12 | 500,00 | 1 | |||||
| 2026-05-08 | 13F | Eurizon Capital SGR S.p.A. | 1 368 | 8,92 | 112 | -3,45 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 12 988 | 75,40 | 1 085 | |||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 75 | 6 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 175 339 | 3,76 | 98 223 | -5,35 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 453 | 35,22 | 38 | 23,33 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 680 462 | 0,95 | 56 866 | -7,91 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 3 208 | 1,81 | 0 | |||||
| 2026-05-11 | 13F | Allstate Corp | 27 372 | 2 287 | ||||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 49 912 | 6,47 | 4 171 | -2,86 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 387 | 14,25 | 127 | 10,43 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 76 | 6 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 180 | 15 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 65 890 | 21,24 | 5 506 | 10,61 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 30 287 | 10,88 | 2 531 | 1,16 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 459 | 2,63 | 206 | -6,39 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 107 | 791,67 | 9 | 700,00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 21 565 | 1 802 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 24 800 | 4,20 | 2 073 | -4,95 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 4 163 593 | 347 951 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 37 400 | 53,91 | 3 126 | 40,39 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 29 359 | 107,28 | 2 454 | 89,13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 22 | 2 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 234 | 23 300,00 | 20 | |||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 29 221 | 14,14 | 2 442 | 4,09 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 33 | 50,00 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 11 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25 200 | 2 370,59 | 2 106 | 2 164,52 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 48 | 336,36 | 4 | 300,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 248 915 | 0,38 | 20 802 | -8,43 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 29 923 | 26,28 | 2 501 | 15,21 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1 015 434 | 157,45 | 84 860 | 133,27 | ||||
| 2026-05-15 | 13F | Shay Capital LLC | 13 000 | 1 086 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 14 208 | 18,95 | 1 187 | 8,50 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 67 200 | 592,78 | 5 616 | 532,32 | |||
| 2026-05-05 | 13F | UBS Group AG | Call | 19 600 | 145,00 | 1 638 | 123,63 | |||
| 2026-05-05 | 13F | UBS Group AG | 786 667 | 27,35 | 65 742 | 16,17 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 74 | 6 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 17 773 | 2,38 | 1 485 | -6,60 | ||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 30 216 | 22,75 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 53 | 15,22 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32 269 | 14,39 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 14 146 | 15,97 | 1 182 | 5,82 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 170 | 30,35 | 265 | 18,92 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 28 181 | 373,55 | 2 361 | 333,21 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 379 | 6,46 | 32 | -3,12 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 98 314 | 23,70 | 8 216 | 12,86 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 299 | 21,40 | 109 | 10,20 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 27 800 | 5,31 | 2 323 | -3,93 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 962 | 164 | ||||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 28 511 | 1,34 | 2 383 | -7,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2 092 223 | 18,72 | 172 587 | 6,90 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 276 723 | 29,67 | 25 351 | 25,35 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 17 354 | 31,05 | 1 | 0,00 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 396 | 33 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6 907 | 34,96 | 577 | 23,03 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 20 522 | 0,98 | 1 715 | -7,85 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 388 422 | 4,03 | 32 | -5,88 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2 872 | 4,21 | 240 | -4,76 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 14 523 | 31,41 | 1 214 | 19,86 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 3 720 | 311 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 12 500 | 1 045 | ||||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 37 653 | 3 147 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 63 981 | 5 347 | ||||||
| 2026-05-15 | 13F | Mangrove Partners | 8 798 | 735 | ||||||
| 2026-05-15 | 13F | Man Group plc | 423 282 | 53,12 | 35 374 | 39,68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 283 | 8,02 | 24 | -4,17 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1 627 039 | 2,86 | 135 957 | -6,18 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | 382 | 159,86 | 32 | 138,46 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 100 | 8 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 3 | 50,00 | 0 | |||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 4 | 33,33 | 0 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 3 502 | 5,39 | 293 | -3,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 610 | 0,99 | 51 | -9,09 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 835 072 | 196,51 | 69 787 | 170,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 60 718 | 35,77 | 5 074 | 23,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 126 | 152,00 | 11 | 150,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 15 774 | 24,27 | 1 318 | 13,43 | ||||
| 2026-05-14 | 13F | Mirova | 80 608 | 6 736 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 744 | 229 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 29 272 | 40,10 | 2 446 | 27,80 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 4 247 | 15,38 | 355 | 5,04 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 12 | 1 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 4 | 0 | ||||||
| 2026-05-13 | 13F | Prudential Financial Inc | 42 075 | 10,83 | 3 516 | 1,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 65 089 | 9,13 | 5 439 | -0,46 | ||||
| 2026-05-15 | 13F | Park West Asset Management LLC | 623 156 | 52 077 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 594 435 | 49 677 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 32 977 | 25,42 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6 021 | 160,88 | 509 | 149,51 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 73 | 0 | ||||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 13 451 | 1 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26 251 | 1,19 | 2 194 | -7,70 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 13 | 85,71 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 36 168 | 23,97 | 3 023 | 13,10 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 52 310 | 4 372 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 3 | 0 | ||||||
| 2026-05-08 | 13F | Alps Advisors Inc | 9 165 | 5,21 | 766 | -4,14 | ||||
| 2026-05-08 | 13F | Re Advisers Corp | 40 200 | 22,56 | 3 360 | 11,82 | ||||
| 2026-05-15 | 13F | Cadian Capital Management, Lp | 832 700 | 46,94 | 69 589 | 34,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 38 247 | 53,26 | 3 196 | 39,81 | ||||
| 2026-05-15 | 13F | Dark Forest Capital Management Lp | 23 896 | 1 997 | ||||||
| 2026-04-30 | 13F | Peterson Wealth Services | 7 723 | 7,01 | 645 | -2,42 | ||||
| 2026-05-15 | 13F | Oberweis Asset Management Inc/ | 166 641 | 17,70 | 13 926 | 7,37 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 850 411 | 3,68 | 71 068 | -5,42 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 17 576 | 2,33 | 1 469 | -6,68 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 51 | 325,00 | 4 | 300,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4 471 | 374 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 90 553 | 0,13 | 7 378 | -3,20 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4 113 | 25,90 | 344 | 14,72 | ||||
| 2026-04-28 | 13F | Everence Capital Management Inc | 2 811 | 15,68 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 610 | 1 119,70 | 135 | 1 016,67 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 50 580 | 14,13 | 4 227 | 4,11 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17 146 | 18,32 | 1 433 | 7,91 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 18 | 2 | ||||||
| 2026-05-15 | 13F | Greenhouse Funds LLLP | 1 257 854 | 16,50 | 105 119 | 6,28 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 6 526 | 27,04 | 545 | 15,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 183 411 | 1,55 | 96 424 | -9,68 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5 836 | 488 | ||||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 2 839 | 231 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 241 | 14,22 | 20 | 5,26 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20 286 | 0,69 | 1 695 | -9,02 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 28 909 | 473,48 | 2 416 | 423,86 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 15 | 1 | ||||||
| 2026-05-15 | 13F | Numerai GP LLC | 7 658 | 640 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 | 0 | ||||||
| 2026-05-14 | 13F | Advisory Research Inc | 36 809 | 74,71 | 3 076 | 59,38 | ||||
| 2026-02-10 | 13F | Norges Bank | 730 567 | 66 927 | ||||||
| 2026-05-15 | 13F | Frontier Capital Management Co Llc | 192 400 | 50,73 | 16 079 | 37,50 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 36 933 | 1,87 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 269 | 459,03 | 106 | 430,00 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 45 171 | 22,45 | 3 775 | 125 700,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8 762 | 732 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5 200 | 0,95 | 435 | -7,86 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 6 200 | 72,22 | 568 | 66,28 | ||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 48 391 | 53,50 | 4 044 | 40,03 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 5 914 | 13,58 | 494 | 3,56 | ||||
| 2026-05-15 | 13F | Granahan Investment Management Inc/ma | 122 099 | 34,15 | 10 204 | 22,37 | ||||
| 2026-05-15 | 13F | Portolan Capital Management, LLC | 101 646 | 8 495 | ||||||
| 2026-04-15 | 13F | Steadtrust LLC | 7 020 | 128,66 | 587 | 108,54 | ||||
| 2026-04-27 | 13F | New York State Teachers Retirement System | 83 898 | 6,47 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 2 259 646 | 2,65 | 188 871 | -6,35 | ||||
| 2026-05-14 | 13F | Pinebridge Investments Llc | 9 466 | 791 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 304 049 | 9,60 | 25 409 | -0,02 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 141 900 | 39,12 | 11 859 | 26,90 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 5 881 | 23,63 | 491 | 12,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 18 744 | 108,04 | 1 013 | 15,92 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 28 455 | 13,08 | 2 378 | 3,12 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 668 945 | 7,16 | 61 282 | 3,58 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 125 608 | 14,06 | 10 497 | 4,05 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 52 919 | 58,21 | 4 422 | 44,32 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1 036 174 | 1,76 | 86 593 | -7,17 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 28 800 | 10,77 | 2 407 | 1,05 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 192 993 | 144,80 | 16 128 | 123,32 | ||||
| 2026-05-13 | 13F | State of Wyoming | 10 367 | 866 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 485 913 | 67,28 | 207 748 | 52,60 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 24 | 380,00 | 2 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27 425 | 1 050,38 | 2 290 | 950,00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 6 783 | 1,91 | 574 | -7,72 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3 823 804 | 319 555 | ||||||
| 2026-04-15 | 13F | Avanza Fonder AB | 3 469 | 12,70 | 290 | 2,85 |
