Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Sun Life Financial Inc., to m.in Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Global Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Investments Australia, Ltd., SEB Asset Management AB, JCP Investment Management, LLC, Brevan Howard Capital Management LP, Diversify Wealth Management, Llc, 111 Capital, Summerhill Capital Management lnc., Venturi Wealth Management, LLC, Fideuram Asset Management (Ireland) dac, Scientech Research LLC, Aaron Wealth Advisors LLC, Greenwood Gearhart Inc, Goepper Burkhardt LLC, VestGen Advisors, LLC, Pinebridge Investments Llc, i PlanVest Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Oslo Pensjonsforsikring AS | 1 300 | 81 | ||||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 3 201 | 200 | ||||||
| 2026-05-15 | 13F | Zurich Insurance Group Ltd/FI | 166 326 | 10 385 | ||||||
| 2026-05-15 | 13F | MidFirst Bank | 30 622 | 0,44 | 1 916 | 0,68 | ||||
| 2026-04-28 | 13F | Alberta Investment Management Corp | 981 353 | 5,82 | 61 492 | 6,21 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 16 515 | 25,17 | 1 014 | 23,09 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 9 487 | 7,72 | 594 | 8,01 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 2 022 | 0,50 | 126 | 0,80 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7 800 | 34,02 | 488 | 34,16 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 6 821 | 68,17 | 427 | 68,38 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 1 115 506 | 69 884 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 21 397 | 1 339 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 71 509 | 0,56 | 4 474 | 0,81 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 303 | 19 | ||||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 141 691 | 8 861 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 146 173 | 2 473,92 | 9 145 | 2 483,05 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21 096 | 4,96 | 1 320 | 5,18 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 9 316 439 | 39,08 | 583 489 | 39,52 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 6 678 | 3,23 | 418 | 3,22 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 3 599 | 6,32 | 225 | 6,64 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | Call | 532 000 | 1,28 | 33 319 | 1,60 | |||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 5 786 056 | 4,64 | 375 029 | 6,19 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 274 246 | 17 181 | ||||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 1 374 917 | 86 161 | ||||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 50 660 | 14,59 | 3 164 | 14,48 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4 238 | 1,15 | 265 | 1,53 | ||||
| 2026-04-23 | 13F | Lansforsakringar Fondforvaltning AB (publ) | 135 725 | 0,84 | 8 476 | 0,74 | ||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 17 460 | 4,80 | 1 092 | 5,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 25 884 084 | 2,11 | 1 615 788 | 6,15 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 4 346 | 272 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 6 679 041 | 5,71 | 417 148 | 5,92 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 632 | 227 | ||||||
| 2026-04-22 | 13F | Summerhill Capital Management lnc. | 6 081 | 380 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 14 192 | 4,02 | 888 | 4,23 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 400 | 25 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 637 630 | 20,42 | 39 848 | 20,46 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7 806 | 2 237,13 | 487 | 2 335,00 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 712 939 | 0,46 | 62 133 | 2,18 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 670 | 0,34 | 355 | 0,57 | ||||
| 2026-05-14 | 13F | Aviva Plc | 585 303 | 2,79 | 36 552 | 2,75 | ||||
| 2026-04-07 | 13F | Cardinal Capital Management, Inc. | 2 231 424 | 107,71 | 139 356 | 51,40 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7 146 | 85,66 | 414 | 72,50 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 1 358 872 | 1,01 | 84 877 | 0,99 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 248 | 48,86 | 1 264 | 49,06 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7 861 | 28,24 | 492 | 28,53 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 125 | 0 | ||||||
| 2026-05-07 | 13F | Nicola Wealth Management Ltd. | 394 400 | 7,50 | 24 703 | 7,85 | ||||
| 2026-05-12 | 13F | Tobam | 830 | 43,60 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 6 869 280 | 14,66 | 430 244 | 15,04 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2 301 995 | 239,93 | 143 968 | 240,45 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13 691 | 2,59 | 857 | 2,88 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 7 131 | 446 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4 763 | 298 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 53 211 | 16,84 | 3 | 50,00 | ||||
| 2026-05-14 | 13F | Pinebridge Investments Llc | 2 789 | 243 | ||||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 317 537 | 19 830 | ||||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 4 098 | 256 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1 701 928 | 3,86 | 106 461 | 4,11 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 42 976 | 0,36 | 2 689 | 0,64 | ||||
| 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 | 4 910 508 | 307 634 | ||||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 83 904 | 33,37 | 5 243 | 33,34 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 10 192 | 0,25 | 637 | 0,16 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 273 | 751,31 | 142 | 787,50 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 10 586 | 78,07 | 662 | 78,92 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 32 | 540,00 | 2 | |||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 5 745 | 1,11 | 359 | 1,13 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 789 | 14,85 | 49 | 16,67 | ||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 42 675 | 50,20 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 7 050 377 | 12,96 | 441 762 | 13,38 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 567 | 44,65 | 223 | 45,75 | ||||
| 2026-05-08 | 13F | BCV Asset Management Inc. | 879 984 | 1,41 | 54 930 | -28,13 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 11 179 | 1,29 | 699 | 1,60 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4 158 | 4,71 | 260 | 5,26 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 1 126 224 | 0,21 | 70 414 | 0,23 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 11 | 120,00 | 1 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 8 525 | 120,63 | 533 | 121,16 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 765 802 | 6,82 | 171 259 | 6,00 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 2 061 | 11,53 | 129 | 11,30 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 18 308 | 0,30 | 1 283 | 7,73 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 280 090 | 21,85 | 17 550 | 22,31 | ||||
| 2026-02-13 | 13F | Barclays Plc | 331 330 | 1 138,34 | 20 675 | 1 187,30 | ||||
| 2026-04-10 | 13F/A | PBU - The Pension Fund of Early Childhood & Youth Educators | 286 362 | 54,81 | 17 883 | 54,66 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 4 | 0 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 710 | 9,71 | 295 | 10,11 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 509 | 62,94 | 345 | 63,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 841 | 6,48 | 115 | 7,48 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5 226 | 3,94 | 327 | 4,15 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 5 442 | 340 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 8 163 | 0,23 | 1 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 541 414 | 1,37 | 33 871 | 1,63 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 523 | 33 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 56 013 | 159,61 | 3 504 | 160,33 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Guardian Capital Lp | 470 211 | 0,48 | 29 364 | 0,47 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 12 950 | 1,85 | 809 | 1,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 13 939 | 2,99 | 1 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 16 | 1 | ||||||
| 2026-05-11 | 13F | CLARET ASSET MANAGEMENT Corp | 10 175 | 15,53 | 1 | |||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 852 474 | 53 236 | ||||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 520 747 | 25,35 | 32 630 | 25,83 | ||||
| 2026-05-07 | 13F | SEB Asset Management AB | 90 356 | 5 643 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 705 808 | 18,14 | 44 155 | 18,44 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 113 654 | 16,83 | 7 112 | 17,17 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 441 | 7,30 | 32 | 28,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 190 | 12 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 47 | 17,50 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3 223 | 0,22 | 202 | 0,50 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 624 703 | 5,88 | 39 081 | 6,15 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 3 929 | 2,42 | 246 | 2,51 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 25 602 | 4,43 | 1 602 | 4,71 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 16 | 33,33 | 1 | |||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1 333 | 83 | ||||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 62 611 | 5,27 | 3 923 | 5,63 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3 437 | 1,24 | 215 | 1,90 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 1 001 312 | 224,89 | 62 723 | 241 142,31 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 740 277 | 37,09 | 46 | 39,39 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 47 121 | 5,68 | 2 947 | 5,86 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 914 083 | 6,98 | 57 185 | 7,25 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 69 | 590,00 | 4 | |||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3 693 | 10,30 | 231 | 11,06 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 14 080 | 1,02 | 881 | 1,27 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 3 953 128 | 247 656 | ||||||
| 2026-02-04 | 13F | HighPoint Advisor Group LLC | 15 931 | 301,28 | 994 | 317,65 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 9 664 | 102,01 | 605 | 102,68 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 28 040 | 0,80 | 1 754 | 1,10 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 746 871 | 3,06 | 109 089 | 2,96 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7 876 | 49,73 | 492 | 55,87 | ||||
| 2026-05-12 | 13F | Letko, Brosseau & Associates Inc | 3 264 408 | 1,75 | 203 857 | 1,66 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | Put | 1 300 000 | 30,00 | 81 419 | 30,42 | |||
| 2026-05-11 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 4 661 | 13,10 | 291 | 11,92 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 7 600 | 16,92 | 475 | 17,28 | |||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 5 728 | 6,37 | 358 | 6,55 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 420 144 | 27,60 | 26 234 | 27,47 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 383 668 | 81,69 | 24 008 | 82,14 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 21 871 | 8,27 | 1 368 | 8,57 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 43 188 | 1,76 | 2 701 | 1,85 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 3 596 | 1,24 | 225 | 1,36 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 87 | 5 | ||||||
| 2026-04-22 | 13F | Canoe Financial LP | 4 946 | 310 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6 084 | 0,02 | 381 | 0,26 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 5 718 | 1,65 | 358 | 1,99 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 154 | 24,19 | 10 | 28,57 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7 864 | 1,85 | 492 | 2,08 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | Call | 5 484 | 20,74 | 34 344 | 21,14 | |||
| 2026-05-12 | 13F | Stifel Financial Corp | 53 864 | 0,74 | 3 370 | 0,99 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 150 631 | 3,36 | 9 407 | 3,26 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 36 | 20,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Call | 580 200 | 4,11 | 36 297 | 4,38 | |||
| 2026-05-05 | 13F | Generali Asset Management SPA SGR | 68 473 | 54,30 | 5 967 | 56,94 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 957 032 | 160,77 | 59 765 | 160,54 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 17 401 | 71,32 | 1 089 | 71,88 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 188 200 | 63,37 | 11 753 | 63,22 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 15 974 651 | 1 000 780 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3 993 | 282 | ||||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 397 732 | 628,02 | 24 818 | 656,88 | ||||
| 2026-05-15 | 13F | JCP Investment Management, LLC | 12 762 | 798 | ||||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 10 476 | 655 | ||||||
| 2026-05-07 | 13F | Lorne Steinberg Wealth Management Inc. | 153 750 | 20,90 | 9 630 | 21,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 050 | 66 | ||||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 5 105 | 3,03 | 319 | 3,24 | ||||
| 2026-05-11 | 13F | Fideuram Asset Management (Ireland) dac | 5 282 | 462 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 133 635 | 13,65 | 8 360 | 13,96 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 8 557 | 45,68 | 535 | 46,17 | ||||
| 2026-05-07 | 13F | AustralianSuper Pty Ltd | 110 028 | 3,25 | 6 894 | 3,64 | ||||
| 2026-02-10 | 13F | Norges Bank | 6 376 216 | 398 037 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 75 616 | 281,63 | 4 731 | 282,69 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 4 122 | 258 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 58 380 | 0,64 | 3 593 | -1,21 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 5 627 | 0,45 | 351 | 4,46 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 19 | 1 | ||||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 553 663 | 1,03 | 35 | 0,00 | ||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 1 601 200 | 2 187,43 | 100 276 | 2 194,65 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 12 619 | 19,41 | 789 | 19,73 | ||||
| 2026-05-13 | 13F | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 712 130 | 55,41 | 44 622 | 55,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 306 | 19,71 | 82 | 19,12 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2 118 954 | 34,57 | 132 562 | 34,91 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 987 | 5,14 | 750 | 5,34 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 1 864 200 | 25,48 | 116 617 | 25,49 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 7 298 | 457 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 979 | 39,47 | 186 | 39,85 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 876 | 55 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 49 755 | 0,94 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 5 592 | 18,27 | 349 | 22,97 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 15 194 | 32,65 | 950 | 33,05 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 23 690 | 61,20 | 1 970 | 66,16 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 7 263 | 1,27 | 454 | 1,34 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 388 494 | 30,65 | 24 338 | 31,12 | ||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 87 316 | 4,30 | 7 610 | 6,09 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 45 579 | 2,20 | 2 853 | 2,44 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 16 099 | 6,04 | 1 007 | 6,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 21 973 | 70,12 | 711 | -13,83 | ||||
| 2026-05-13 | 13F | Bank Of Nova Scotia Trust Co | 353 727 | 14,01 | 22 129 | 14,30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 841 | 0,88 | 115 | 1,77 | ||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 78 890 | 15,52 | 4 935 | 15,82 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5 506 | 0,42 | 344 | 0,58 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 9 626 | 6,02 | 602 | 6,36 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 50 152 | 1 342,39 | 3 141 | 1 347,47 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 15 811 | 34,56 | 987 | 34,47 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 4 046 | 253 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 35 | 52,17 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 34 858 | 32,59 | 2 181 | 32,93 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10 383 850 | 0,49 | 650 654 | 0,87 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | Call | 195 700 | 12 263 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5 700 | 59,75 | 357 | 60,36 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7 942 | 33,30 | 497 | 33,69 | ||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 24 766 | 1,61 | 1 547 | 1,51 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 592 | 34,24 | 37 | 37,04 | ||||
| 2026-05-05 | 13F | Plato Investment Management Ltd | 10 716 | 669 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 14 996 | 116,86 | 938 | 117,63 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Scientech Research LLC | 4 685 | 293 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8 996 | 634 | ||||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 46 499 | 305,75 | 2 905 | 306,29 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 6 898 | 43,08 | 432 | 43,67 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5 846 899 | 8,82 | 366 298 | 9,21 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4 151 | 22,99 | 260 | 23,33 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 9 794 | 1,84 | 612 | 1,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 208 | 0,08 | 76 | 1,33 | ||||
| 2026-05-12 | 13F | Creative Planning | 105 613 | 26,29 | 6 607 | 26,62 | ||||
| 2026-05-14 | 13F | Harvest Portfolios Group Inc. | 83 544 | 20,71 | 5 234 | 21,13 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 22 141 | 15,53 | 1 385 | 15,90 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 189 760 | 30,50 | 11 871 | 30,84 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 54 762 | 3 | ||||||
| 2026-05-12 | 13F | Todd Asset Management Llc | 662 058 | 0,90 | 41 419 | 1,16 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 21 011 | 6,58 | 1 314 | 6,83 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5 528 134 | 152,70 | 345 859 | 153,49 | ||||
| 2026-04-24 | 13F | USS Investment Management Ltd | 74 441 | 0,56 | 4 669 | 1,02 | ||||
| 2026-04-30 | 13F | Munich Reinsurance Co Stock Corp in Munich | 259 903 | 637,23 | 16 231 | 634,06 | ||||
| 2026-04-22 | 13F | Motco | 72 843 | 0,11 | 4 557 | 0,37 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4 557 | 10,18 | 285 | 10,47 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 24 190 | 16,33 | 1 513 | 16,65 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 4 110 | 257 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 33 731 | 1,47 | 2 109 | 1,49 | ||||
| 2026-05-11 | 13F | 111 Capital | 8 408 | 527 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 27 805 | 224,94 | 1 742 | 226,22 |
