Grundläggande statistik
| Institutionella ägare | 1133 total, 1118 long only, 1 short only, 14 long/short - change of 3,06% MRQ |
| Genomsnittlig portföljallokering | 0.9732 % - change of −0,81% MRQ |
| Institutionella aktier (lång) | 452 350 902 (ex 13D/G) - change of 36,97MM shares 8,85% MRQ |
| Institutionellt värde (lång) | $ 42 676 101 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares 7-10 Year Treasury Bond ETF (CL:IEF CL) har 1133 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 452,350,902 aktier. Största aktieägare inkluderar Fisher Asset Management, LLC, Fmr Llc, Jpmorgan Chase & Co, Bank Of America Corp /de/, Ameriprise Financial Inc, Envestnet Asset Management Inc, Morgan Stanley, Pnc Financial Services Group, Inc., Raymond James Financial Inc, and Ronald Blue Trust, Inc. .
iShares Trust - iShares 7-10 Year Treasury Bond ETF (SNSE:IEF CL) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 3 450 | 0,00 | 329 | −0,60 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 2 132 | 203 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 20 964 | 177,49 | 1 983 | 177,73 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 22 649 | −5,14 | 2 162 | −5,84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 377 | 0,00 | 322 | −0,62 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3 595 | 0,81 | 344 | 0,29 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 15 | −78,57 | 1 | −83,33 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 70 995 | 191,52 | 6 772 | 189,28 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 5 514 | −4,68 | 526 | −5,40 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 22 840 | 28,66 | 2 180 | 27,65 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7 645 | −0,96 | 730 | −1,75 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 6 827 | −29,73 | 652 | −30,30 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 13 323 | 17,90 | 1 272 | 17,03 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 12 781 391 | −24,99 | 1 219 856 | −25,55 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 131 364 | 6,85 | 12 537 | 6,06 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2 658 | −11,28 | 254 | −12,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8 021 | 3,10 | 766 | 2,27 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 151 802 | 14,13 | 14 488 | 13,28 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2 883 | −0,10 | 275 | −0,72 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2 760 | −1,78 | 263 | −2,59 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 5 502 | 529 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 3 723 | 0,00 | 355 | −0,84 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 11 088 | 6,17 | 1 058 | 5,38 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2 890 | 16,02 | 276 | 15,06 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 959 941 | 24,74 | 91 617 | 23,81 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 199 | −54,70 | 114 | −55,12 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 339 | 44,26 | 32 | 40,91 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 4 936 | 471 | ||||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Call | 80 000 | 7 635 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 68 836 | 1 329,91 | 6 570 | 1 321,86 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 337 380 | 78,45 | 32 200 | 77,11 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 84 584 | −8,10 | 8 070 | −8,81 | ||||
| 2026-02-17 | 13F | GAM Holding AG | 68 000 | 0,00 | 6 536 | −0,35 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 181 439 | 17 317 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 182 802 | 69,97 | 17 447 | 68,71 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 5 474 | −5,41 | 522 | −6,12 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 74 365 | 4,48 | 7 097 | 3,70 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 67 712 | 1 817,64 | 6 462 | 1 806,19 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 9 967 | −2,08 | 951 | −2,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 315 | −12,01 | 30 | −11,76 | ||||
| 2026-04-21 | 13F | Savior LLC | 21 778 | 4,35 | 2 078 | 3,59 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 17 867 | 1 705 | ||||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 7 | 1 | −100,00 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 63 505 | 6 061 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 289 800 | 7,73 | 27 659 | 6,92 | |||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 460 | 0,00 | 44 | −2,27 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 18 574 | 7,98 | 1 773 | 7,13 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 247 800 | 98,88 | 23 650 | 97,40 | |||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 5 | 0 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6 620 | 6,64 | 632 | 5,87 | ||||
| 2025-12-15 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 3 419 | 4,49 | 326 | 3,82 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 44 788 | −9,66 | 4 275 | −10,34 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 39 403 | −33,64 | 3 790 | −33,84 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 5 202 | 496 | ||||||
| 2026-05-07 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 10 433 | 0,00 | 1 003 | 0,00 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 779 648 | 2,98 | 74 411 | 2,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 801 357 | 9,62 | 649 121 | 8,80 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 5 110 | −92,18 | 488 | −92,25 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Juniper Hill Capital Management, LP | 744 199 | 0,00 | 71 562 | −0,31 | ||||
| 2026-02-13 | 13F | Citigroup Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-11 | 13F | Citigroup Inc | 345 937 | −58,44 | 33 016 | −58,75 | ||||
| 2026-02-13 | 13F | Citigroup Inc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-13 | 13F | Mariner, LLC | 317 312 | −85,43 | 30 284 | −85,54 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1 896 | −49,40 | 181 | −50,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 172 554 | 20,68 | 16 469 | 19,78 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 158 623 | 15 139 | ||||||
| 2026-05-15 | 13F | Sun Financial Inc | 57 978 | −1,09 | 5 465 | −3,05 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 29 456 | 14,12 | 2 811 | 13,30 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 567 | 0,00 | 54 | 0,00 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 2 145 | 0,00 | 205 | −0,97 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 3 883 | −0,49 | 371 | −1,33 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 105 503 | 10 069 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 353 | 43,50 | 34 | 43,48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 274 672 | 4,11 | 26 215 | 3,33 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 25 891 | −2,96 | 2 471 | −3,66 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4 975 | −7,53 | 475 | −8,32 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 65 | 6 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 185 | −1,60 | 18 | −5,56 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 6 323 | −75,87 | 1 | −100,00 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 4 969 | 0,00 | 474 | −0,63 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 193 841 | −28,16 | 18 500 | −28,70 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 50 309 | 18,78 | 4 801 | 17,90 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 047 | −23,94 | 291 | −24,68 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 3 719 | −13,05 | 355 | −13,63 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 672 | 14,24 | 255 | 13,84 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 172 835 | 4,20 | 16 495 | 2,31 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2 556 | 245 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 6 397 | 3,88 | 611 | 3,04 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 191 257 | 1,39 | 18 254 | 0,63 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 53 | 60,61 | 5 | 66,67 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 3 291 | 1,32 | 314 | 0,64 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 6 553 | −32,36 | 625 | −32,87 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 36 945 | −30,18 | 3 527 | −30,69 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 156 632 | 30,43 | 12 088 | 4,68 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 41 654 | 1,53 | 3 975 | 0,76 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 31 764 | 4 809 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 22 810 | 93,37 | 2 177 | 91,89 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 1 070 158 | 7,17 | 102 135 | 6,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 202 713 | 89,45 | 19 347 | 88,04 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 2 451 | 0,25 | 234 | −0,85 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 2 729 | −0,66 | 260 | −1,52 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 17 400 | −1,30 | 1 662 | −1,89 | ||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 196 525 | −69,87 | 18 756 | −70,09 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 36 783 | −4,85 | 3 511 | 116 900,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 17 625 | 21,85 | 1 682 | 21,01 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 32 771 | 6,18 | 3 128 | 5,39 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 193 523 | 1,91 | 18 470 | 1,14 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6 026 | 178,21 | 575 | 176,44 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 43 849 | 15,00 | 4 185 | 14,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 150 126 | 16,62 | 14 202 | 14,73 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 21 302 | −2,36 | 2 033 | −3,05 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 28 863 | 0,00 | 2 736 | −1,41 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2 724 472 | 1,10 | 260 024 | 0,34 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6 950 | −0,37 | 663 | −1,04 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 328 296 | 15,51 | 31 333 | 14,65 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 19 415 | 1 853 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 436 | 80,18 | 232 | 79,07 | ||||
| 2026-05-14 | 13F | Pinnbrook Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 39 476 | 17,50 | 3 796 | 17,13 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 3 318 | −37,63 | 317 | −38,16 | ||||
| 2026-02-03 | 13F | Maxi Investments CY Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 133 571 | 8,18 | 12 748 | 7,37 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3 660 | −94,69 | 349 | −94,74 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-01-29 | 13F | Comerica Bank | 110 342 | 23,91 | 10 611 | 23,53 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 6 753 | −6,93 | 645 | −7,60 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 96 961 | 2,30 | 9 254 | 1,53 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 925 015 | 4,17 | 88 283 | 3,39 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4 289 | 5,15 | 409 | 4,34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 850 856 | 5,25 | 462 966 | 4,46 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 64 206 | −1,59 | 6 174 | −1,89 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 5 210 | 497 | ||||||
| 2026-05-07 | 13F | Summit Global Investments | 346 492 | 476,65 | 33 | 560,00 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 252 066 | −33,43 | 24 | −33,33 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 6 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-14 | 13F | Captrust Financial Advisors | 5 365 982 | −7,18 | 512 128 | −7,87 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 168 547 | 0,00 | 16 086 | −0,75 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 72 | 22,03 | 7 | 20,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 444 | 2,34 | 138 | 1,48 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 25 145 | −26,34 | 2 399 | −26,86 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 101 245 | 9 663 | ||||||
| 2026-04-22 | 13F | Motco | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 242 | 4,31 | 23 | 4,55 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 22 401 | 121,70 | 2 138 | 120,08 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 3 650 | −33,92 | 348 | −34,83 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 886 | −3,90 | 85 | −4,55 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 249 260 | 23 789 | ||||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 619 | 1,23 | 441 | 0,46 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 20 021 | −1,62 | 1 911 | −2,35 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 4 829 | −1,47 | 461 | −2,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | Call | 703 000 | −21,23 | 67 094 | −21,82 | |||
| 2026-05-13 | 13F | Invst, LLC | 12 702 | 95,33 | 1 212 | 93,92 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 88 | −11,11 | 8 | −11,11 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 100 | 0,00 | 10 | 0,00 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 2 157 | 0,00 | 206 | −0,97 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6 571 | 0,00 | 627 | −0,63 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 69 | 7 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 305 140 | 4,33 | 29 123 | 3,55 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 422 495 | −48,33 | 40 331 | −48,71 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | Put | 191 746 | 4 331 | |||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 40 699 | 15,16 | 3 884 | 14,30 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10 255 | 89,38 | 979 | 88,08 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 8 565 | 817 | ||||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 15 309 | 21,83 | 1 461 | 20,94 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 264 | 16,50 | 407 | 15,67 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 3 463 | −17,27 | 330 | −18,36 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 451 933 | −3,63 | 43 132 | −4,35 | ||||
| 2026-02-13 | 13F | Ripple Effect Asset Management LP | Put | 0 | −100,00 | 0 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 26 657 | 12,47 | 2 544 | 11,63 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2 356 | −1,38 | 225 | −2,18 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 61 680 | −2,37 | 5 887 | −3,11 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 6 309 | 27,61 | 607 | 27,31 | ||||
| 2026-04-07 | 13F/A | CenturyLink Investment Management Co | 746 500 | 71 246 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 58 967 | 1 800,32 | 5 628 | 1 788,26 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 1 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 67 | 6 | ||||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 198 823 | −14,23 | 18 976 | −14,87 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 44 590 | 1,85 | 4 256 | 1,07 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 4 737 300 | −59,94 | 452 128 | −60,24 | |||
| 2026-04-30 | 13F | Summa Corp. | 13 827 | −0,61 | 1 320 | −1,35 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 934 | 4,27 | 1 521 | 3,47 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 66 | 0,00 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 107 211 | −56,45 | 10 232 | −56,78 | ||||
| 2026-04-24 | 13F | Balentine LLC | 65 | 0,00 | 6 | 0,00 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 758 | −85,82 | 72 | 118,18 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 45 191 | 4 313 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 285 | 8,07 | 123 | 7,02 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 2 708 800 | 313,56 | 258 528 | 310,46 | |||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 6 372 | 608 | ||||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 8 031 | 170,86 | 766 | 168,77 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 242 | −85,95 | 23 | −86,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1 040 500 | 39,33 | 99 305 | 38,28 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 1 681 700 | 35,71 | 160 501 | 34,69 | |||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5 817 | −18,14 | 559 | −18,39 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 325 298 | 25,21 | 31 046 | 24,27 | ||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 5 871 | 0,00 | 560 | −0,71 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 16 939 | 10,35 | 1 617 | 9,49 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 239 754 | −7,15 | 22 882 | −7,85 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 51 152 | 829,36 | 4 882 | 822,68 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 99 | 0,00 | 9 | 0,00 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 2 704 | −1,02 | 258 | −1,53 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 188 | −73,18 | 18 | −74,63 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 33 165 | 6,38 | 3 165 | 5,61 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 17 694 | −6,15 | 1 689 | −6,84 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 12 409 | 0,10 | 1 184 | −0,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 34 861 | 2 513,27 | 3 327 | 2 499,22 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 140 101 | 13,98 | 13 371 | 13,13 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3 075 | 10,93 | 293 | 10,15 | ||||
| 2026-02-13 | 13F | Soros Fund Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 23 791 | −7,34 | 2 271 | −8,02 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 | 0 | ||||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 2 490 | 0,00 | 238 | −0,84 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 7 690 | 734 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 11 284 | −4,09 | 1 081 | −4,51 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 108 | 0,00 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 4 226 | 0,00 | 403 | −0,74 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 110 125 | 10 768,66 | 105 950 | 10 689,21 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3 702 | 32,93 | 353 | 31,84 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 216 | 307 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 627 232 | 6,87 | 59 863 | 6,07 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 762 422 | −2,98 | 72 766 | −3,70 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 42 937 | 5,80 | 4 098 | 5,02 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 103 026 | −0,96 | 9 833 | −1,70 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 19 433 | −97,25 | 1 855 | −97,27 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 544 561 | 8,87 | 51 973 | 8,05 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 677 | 14,33 | 351 | 13,27 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 201 989 | 14,80 | 19 278 | 13,94 | ||||
| 2026-05-13 | 13F | Dow Chemical Co /de/ | 40 176 | 8,51 | 3 834 | 7,70 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 214 | 0,00 | 211 | −0,47 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 4 062 | −4,51 | 391 | −4,88 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1 042 | 101 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 002 923 | 32,73 | 96 | 31,94 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 3 218 | −12,27 | 307 | −12,78 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6 475 952 | 5,80 | 618 065 | 5,00 | ||||
| 2026-05-13 | 13F | Delphi Financial Group, Inc. | 11 900 | 1 136 | ||||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2 377 | −4,73 | 227 | −5,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 426 317 | 13,00 | 40 688 | 12,15 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 172 | 0,00 | 16 | 0,00 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 19 589 | −0,46 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 172 372 | 23,89 | 16 571 | 23,86 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 45 915 | −71,25 | 4 382 | −71,46 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 19 558 | 3,00 | 1 867 | 2,19 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 105 | 0,00 | 10 | 0,00 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 11 486 | −4,67 | 1 096 | −5,44 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 90 719 | −0,76 | 8 658 | −1,50 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 41 | −59,41 | 4 | −66,67 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 41 645 | 1,32 | 3 975 | 0,56 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4 329 | 413 | ||||||
| 2026-02-17 | 13F | LMR Partners LLP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3 520 | 336 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 35 009 | 105,80 | 3 341 | 104,34 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 119 624 | 44,03 | 11 417 | 42,95 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 103 243 | 206,93 | 9 853 | 204,57 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 12 421 | 121,25 | 1 185 | 119,85 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3 500 | 334 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 6 269 | −2,44 | 598 | −3,08 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6 614 | −0,65 | 631 | −1,41 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 3 040 | 0,00 | 290 | −0,68 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 62 088 | 5 926 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19 754 | 14,44 | 1 885 | 13,62 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 8 494 | 31,06 | 811 | 30,02 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 13 122 | 7,44 | 1 252 | 6,64 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 27 990 | −18,03 | 2 671 | −18,64 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 400 | 0,00 | 38 | 0,00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2 502 | −54,94 | 239 | −55,35 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 5 456 | 0,00 | 521 | −0,76 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 1 | |||||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 188 771 | −0,52 | 18 016 | −1,26 | ||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 8 008 | 770 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 14 175 | −0,42 | 1 353 | −1,17 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Barclays Plc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Fca Corp /tx | 37 346 | 6,53 | 3 564 | 5,76 | ||||
| 2026-05-15 | 13F | Barclays Plc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 36 924 | −52,05 | 3 529 | 50 300,00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 26 904 | 34,98 | 2 568 | 33,98 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5 139 | −68,53 | 490 | −68,79 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 34 359 | 7,50 | 3 279 | 6,70 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 476 | 236 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 7 136 | −13,31 | 681 | −13,91 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 3 204 | 5,08 | 306 | 4,10 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 78 323 | 10,70 | 7 | 16,67 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 990 423 | −50,08 | 94 526 | −50,45 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 6 249 | −16,95 | 596 | −17,57 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6 064 | 61,66 | 579 | 60,56 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 474 | 0,00 | 141 | −0,71 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 6 | 0,00 | 1 | |||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 2 797 | 0,00 | 267 | −0,75 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 94 606 | 6,42 | 9 097 | 6,09 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 17 878 | 27,15 | 1 706 | 26,18 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 3 726 | −18,72 | 357 | −18,86 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 5 688 | −66,59 | 543 | −66,89 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10 242 | 4,37 | 978 | 3,61 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 280 | 27 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 18 372 | 1 751 | ||||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 3 241 | 11,07 | 309 | 10,36 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 190 662 | 10,31 | 18 197 | 9,48 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | FreeGulliver LLC | 45 230 | 10,39 | 4 317 | 9,57 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1 052 | −34,00 | 100 | −34,64 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 99 060 | 3,48 | 9 454 | 2,71 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2 257 | −0,13 | 215 | −0,92 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 173 860 | 1,51 | 16 593 | 103 606,25 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6 399 | −6,58 | 608 | −7,60 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 388 286 | 250,40 | 323 377 | 247,78 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 6 735 | 19,44 | 643 | 18,45 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 241 | 23 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 65 699 | 1 467,25 | 6 228 | 1 445,41 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 457 | 0,66 | 44 | 0,00 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 156 807 | 91,46 | 14 966 | 90,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 43 679 | 970,04 | 4 169 | 963,27 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 57 845 | 21,99 | 5 521 | 21,08 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 11 200 | 9,67 | 1 069 | 8,87 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2 303 | 0,00 | 220 | −0,90 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 2 230 | −4,04 | 213 | −4,93 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 10 087 | −13,05 | 963 | −13,72 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 221 | −27,56 | 212 | −27,89 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 43 567 | 1 597,86 | 4 109 | 1 570,33 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 56 847 | 2,43 | 5 425 | 1,67 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 32 652 | 137,64 | 3 116 | 135,88 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 246 | −5,02 | 23 | −4,17 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 166 309 | 16,04 | 15 873 | 15,17 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 26 391 | −60,15 | 2 519 | −60,46 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 546 | 3 800,00 | 52 | 5 100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 91 225 | −12,76 | 8 707 | −13,42 | ||||
| 2026-04-13 | 13F | Arwa Llc | 11 422 | 2,23 | 1 090 | 1,49 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 13 157 | −4,82 | 1 256 | −5,57 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 55 482 | 2,79 | 5 295 | 2,02 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 294 845 | −6,29 | 28 022 | −7,38 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 378 | 1 086 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63 401 | 72,14 | 6 | 100,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 7 934 | 6,10 | 757 | 5,29 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 27 211 | −94,29 | 2 597 | −94,33 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 761 | 0,00 | 73 | −1,37 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 2 932 | −3,81 | 280 | −4,78 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 301 | 0,00 | 29 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 876 | 1,14 | 1 324 | 0,38 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7 378 | 26,18 | 704 | 25,04 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60 921 | 125,22 | 5 814 | 123,53 | ||||
| 2026-04-28 | 13F | Cabana Llc | 15 253 | 9,14 | 1 456 | 8,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 730 | −1,09 | 165 | −1,79 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 131 050 | −0,86 | 12 508 | −1,60 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16 189 | 11,78 | 1 545 | 10,99 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 94 | 0,00 | 9 | −11,11 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 509 552 | 5,83 | 48 632 | 5,04 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 2 365 | 7,26 | 224 | 5,69 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 497 065 | 1,00 | 47 440 | 0,25 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 945 | 90 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 437 | 40,23 | 328 | 39,57 | ||||
| 2026-01-29 | 13F | Tanglewood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 50 585 | 1,95 | 4 828 | 1,17 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 3 684 | −72,43 | 352 | −72,66 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 153 643 | −55,19 | 15 | −56,25 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 100 048 | 14,93 | 9 549 | 14,06 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 35 000 | 3 340 | ||||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Put | 184 800 | 17 637 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 31 777 | −2,50 | 3 033 | −3,56 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 78 420 | 7 484 | ||||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 3 250 | 11,72 | 310 | 11,11 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 162 940 | 132,11 | 15 551 | 130,37 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 32 607 | 3,02 | 3 112 | 2,27 | ||||
| 2026-05-15 | 13F | Carronade Capital Management, LP | Put | 0 | −100,00 | 0 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 933 | −2,75 | 280 | −3,46 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 55 438 | 40,13 | 5 291 | 39,09 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 25 | 2 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 5 373 | 0,00 | 513 | −0,78 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 1 340 800 | 127 966 | |||||
| 2026-05-05 | 13F | UBS Group AG | 4 175 729 | 0,10 | 398 532 | −0,65 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 114 008 | 12,25 | 10 881 | 11,41 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 3 154 600 | −72,00 | 301 075 | −72,21 | |||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 86 | 8 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | Put | 25 400 | −97,92 | 2 424 | −97,93 | |||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 144 525 | 0,95 | 13 793 | 0,20 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 124 605 | 5,06 | 11 892 | 4,27 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 108 429 | −9,42 | 10 348 | −10,10 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 349 | 1,45 | 33 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4 424 785 | −22,01 | 422 301 | −22,59 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 35 154 | 208,21 | 3 355 | 206,11 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 11 946 | −4,25 | 1 140 | −4,92 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 65 | −28,57 | 6 | −25,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 99 470 | 5,17 | 9 493 | 4,39 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 13 376 | −0,48 | 1 277 | −1,24 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 24 409 | 338,46 | 2 330 | 335,33 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 4 724 | −71,89 | 451 | −72,14 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 265 896 | −3,11 | 25 377 | −3,83 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 13 729 | −4,57 | 1 308 | −5,50 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 14 787 | 34,38 | 1 411 | 33,36 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 31 461 | −54,87 | 2 970 | −55,61 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 6 572 | −1,13 | 627 | −1,57 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7 222 | 1,01 | 689 | 0,29 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 52 821 | 41,74 | 5 041 | 40,69 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 000 | 0,00 | 286 | −0,69 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 129 589 | 38,00 | 12 368 | 36,97 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 78 022 | −21,62 | 7 446 | −22,20 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 93 739 | 49,60 | 8 946 | 48,48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 818 | 17,08 | 364 | 16,29 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 9 841 | 939 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 52 163 | 4,29 | 4 978 | 3,51 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 335 | 0,00 | 32 | −3,12 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 706 | 0,00 | 67 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 288 790 | 15,69 | 123 | 14,95 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 3 394 | −1,48 | 322 | −2,13 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 207 357 | 6,65 | 19 790 | 5,86 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 26 095 | −20,74 | 2 490 | −21,33 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 314 | 0,43 | 221 | −0,45 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 3 673 879 | 350 636 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 18 290 | 3,23 | 1 746 | 2,47 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 37 | 4 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 20 374 | 6,61 | 1 944 | 5,82 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 68 137 | −0,69 | 6 503 | −1,44 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 19 829 | 695,07 | 1 892 | 691,63 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 437 | 0,00 | 137 | −0,72 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 13 079 | 31,87 | 1 248 | 30,95 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 336 059 | 32,58 | 127 513 | 31,58 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 3 163 775 | −6,44 | 301 951 | −7,14 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 4 296 | −0,60 | 410 | −1,20 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 3 565 | −7,98 | 340 | −8,60 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 17 838 | −87,84 | 1 702 | −87,94 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 74 209 | 14,00 | 7 083 | 13,15 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 528 262 | 3,93 | 50 417 | 3,15 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 4 740 | 9,90 | 452 | 9,18 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors 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 | 2 231 | −50,25 | 213 | −50,81 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 13 713 | 4,36 | 1 309 | 3,56 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 92 695 | 8,29 | 8 847 | 7,47 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | Put | 0 | −100,00 | 0 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 719 | 0,56 | 69 | 0,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 546 | 11,37 | 243 | 10,50 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 278 390 | 19,22 | 26 569 | 18,33 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 20 724 | 2,95 | 1 978 | 2,17 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 64 | 6 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | Put | 1 500 | −25,00 | 5 | 300,00 | |||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 138 989 | 19,59 | 13 265 | 18,70 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 7 096 | 14,78 | 677 | 13,97 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10 274 | 8,12 | 981 | 7,34 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 160 187 | −27,95 | 15 288 | −28,49 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 72 | 7 | ||||||
| 2026-02-17 | 13F | Persistent Asset Partners Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 14 125 | −2,95 | 1 348 | −3,65 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3 772 | 36,47 | 360 | 35,47 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 27 065 | 13,03 | 2 583 | 12,21 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 29 850 | 92,34 | 2 849 | 90,88 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 24 241 | 8,40 | 2 314 | 7,58 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4 754 | −2,52 | 454 | −3,41 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 591 | 56 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4 135 | 395 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 180 | 0,05 | 208 | −0,48 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 283 | −70,69 | 122 | −70,95 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 534 295 | 77,47 | 50 993 | 76,15 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 292 002 | −20,66 | 27 869 | −21,25 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 442 134 | 5,60 | 42 020 | 4,37 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 894 281 | 9,69 | 85 350 | 8,87 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 14 559 | 254,75 | 1 390 | 252,54 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 27 538 | −6,69 | 2 628 | −7,37 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 5 140 | 0,00 | 491 | −0,81 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 264 156 | 6,52 | 25 211 | 5,72 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 11 098 | 4,89 | 1 059 | 4,13 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 | 0 | ||||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 11 772 | −3,50 | 1 124 | −4,26 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 5 512 | −84,68 | 526 | −84,80 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2 125 | 203 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6 255 | −4,97 | 597 | −6,14 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 53 | 5 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7 230 | −36,67 | 690 | −37,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 27 604 | −0,82 | 2 654 | −1,12 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 10 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 25 224 | 9,37 | 2 407 | 8,57 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5 314 | −0,93 | 1 | |||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 262 | 0,38 | 25 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 107 | 10 | ||||||
| 2026-05-13 | 13F | Syon Capital Llc | 2 625 | 10,29 | 251 | 9,65 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 70 511 | 4,37 | 6 730 | 3,59 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 6 304 | 0,03 | 602 | −0,83 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 14 918 | 1 424 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | Call | 300 000 | 28 632 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3 020 | 1,38 | 288 | 0,70 | ||||
| 2026-05-15 | 13F | EFG International AG | 16 668 | 241,56 | 1 591 | 239,02 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 5 199 | 1,01 | 496 | 0,40 | ||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | Call | 0 | −100,00 | 0 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 108 | −1,77 | 201 | −2,43 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 145 942 | 6,34 | 13 929 | 5,55 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 045 245 | −8,99 | 290 638 | −9,67 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 72 511 | 106,35 | 6 920 | 104,85 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 527 | 6,09 | 241 | 5,24 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 151 885 | 36,64 | 14 496 | 35,73 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 31 576 | 3 014 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 64 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 3 952 | 0,51 | 377 | −0,26 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 192 393 | 8 657,08 | 18 362 | 8 601,90 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4 636 | 4,63 | 446 | 4,22 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 75 440 | −2,20 | 7 200 | −2,94 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 21 152 | −4,56 | 2 019 | −5,30 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 107 200 | 255,37 | 10 231 | 252,79 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 51 953 | −0,08 | 4 958 | −0,82 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 34 672 | −23,41 | 3 309 | −23,97 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 24 579 | 111,81 | 2 336 | 109,51 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 41 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 119 501 | 2,38 | 11 405 | 1,62 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 14 704 | 34,90 | 1 403 | 33,87 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 17 370 | 0,00 | 1 658 | −0,78 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 7 912 | −83,09 | 755 | −83,22 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 10 515 | 994 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 23 684 | 16,25 | 2 260 | 15,36 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 92 159 | −73,85 | 8 796 | −74,05 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 652 522 | 18,17 | 62 277 | 17,29 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 300 | 0,00 | 29 | 0,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 186 072 | 8,40 | 17 759 | 7,59 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2 500 | 11,21 | 239 | 10,19 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 2 750 | 0,15 | 262 | −0,76 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 218 | 21 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 8 955 | 4,52 | 855 | 3,77 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 42 381 | −7,31 | 4 045 | −8,01 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13 655 | −1,42 | 1 303 | −2,47 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 17 094 | 0,87 | 1 631 | 0,12 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 16 120 | −0,03 | 1 538 | −0,77 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 707 | 163 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 25 776 | 0,63 | 2 460 | −0,12 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 26 540 | 95,68 | 2 533 | 94,17 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 3 969 | 379 | ||||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 7 686 | −45,70 | 734 | −46,14 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 14 502 | 1,30 | 1 384 | 0,58 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 13 726 | −2,69 | 1 310 | −3,39 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | Call | 420 500 | 40 133 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 22 656 | 0,45 | 2 162 | −0,28 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 177 179 | 47,01 | 17 | 45,45 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 56 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 153 587 | −1,90 | 14 658 | −2,63 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 119 363 | 80,12 | 11 392 | 78,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 538 763 | 8,20 | 146 860 | 7,39 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 855 197 | 2,68 | 81 620 | 1,92 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 114 677 | 8,81 | 10 945 | 7,99 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 8 483 | 3,91 | 810 | 3,06 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 59 773 | 20,94 | 5 705 | 20,03 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 550 348 | 31,59 | 52 525 | 30,60 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 129 169 | 12 328 | ||||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 15 031 | 1 435 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 3 670 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 17 357 | 17,98 | 1 657 | 17,11 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 185 516 | 467,43 | 17 706 | 463,32 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 68 159 | 1 282,54 | 6 505 | 1 272,36 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7 164 | 2,67 | 679 | 1,19 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 7 295 | 0,00 | 696 | −0,71 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23 184 | 307,59 | 2 213 | 304,39 | ||||
| 2026-05-05 | 13F | PFG Advisors | 79 474 | −50,98 | 7 585 | −51,35 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 30 043 | −50,11 | 2 863 | −50,55 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 646 | 9,68 | 62 | 8,93 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 377 | −6,49 | 418 | −7,33 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 73 209 | 7,33 | 6 987 | 6,54 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 419 | 1 645,83 | 40 | 1 850,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 5 723 | 22,08 | 546 | 21,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 301 | 28,00 | 317 | 27,82 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 293 058 | 0,35 | 27 969 | −0,41 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 123 343 | 0,43 | 11 772 | −0,32 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 27 282 | 292,72 | 2 604 | 290,25 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 501 | 0,00 | 48 | −2,08 | ||||
| 2026-05-15 | 13F | Owl Creek Asset Management, L.P. | Put | 0 | −100,00 | 0 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 15 799 | 35,32 | 1 508 | 34,31 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 388 | 37 | ||||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 136 448 | 4,64 | 13 023 | 3,86 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 2 113 | −18,29 | 202 | −18,95 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 2 275 | 0,13 | 217 | −0,46 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 7 595 | −24,45 | 725 | −25,05 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4 168 | −0,24 | 398 | −1,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 76 558 | 0,46 | 7 307 | −0,30 | ||||
| 2026-02-17 | 13F | Discovery Capital Management, Llc / Ct | 0 | −100,00 | 0 | |||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 8 986 | −3,06 | 858 | −3,82 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 32 658 | −7,67 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5 001 | 4,60 | 477 | 3,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 975 | 47,79 | 1 525 | 46,68 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 382 | −35,14 | 36 | −35,71 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 48 916 | 17,80 | 4 669 | 16,93 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1 611 | −14,63 | 154 | −15,47 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 2 353 | 0,00 | 225 | −0,88 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 797 | 4,39 | 649 | 3,51 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 124 295 | 11 863 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 37 600 | 49,21 | 3 589 | 48,08 | |||
| 2026-05-06 | 13F | Sentinus, LLC | 107 496 | 6,56 | 10 259 | 5,76 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 2 133 | 0,14 | 204 | −0,49 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 9 683 | −1,43 | 924 | −2,12 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 62 | −31,11 | 6 | −37,50 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 198 604 | 1,29 | 18 955 | 0,53 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 4 952 | −1,39 | 473 | −2,07 | ||||
| 2026-04-28 | 13F | Greatmark Investment Partners, Inc. | 27 131 | −28,94 | 2 589 | −29,47 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Walleye Trading LLC | 15 400 | 43,93 | 1 470 | 42,90 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 72 203 | −8,34 | 6 891 | −9,02 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 66 369 | −90,00 | 6 334 | −90,07 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 57 900 | 43,32 | 5 526 | 42,25 | |||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 220 | 116 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 196 862 | 12,40 | 18 789 | 11,56 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 10 457 | 0,00 | 996 | −1,19 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 128 668 | −0,77 | 12 280 | −1,51 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 764 661 | 10,53 | 72 979 | 9,70 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4 601 | −17,37 | 439 | −17,94 | ||||
| 2026-05-08 | 13F | Bokf, Na | 565 | 0,00 | 54 | −1,85 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 38 287 | 1,05 | 3 654 | 0,30 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9 942 | 45,12 | 949 | 44,07 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 6 894 | −1,79 | 658 | −2,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2 817 | 0,00 | 269 | −0,74 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 183 911 | 34,51 | 17 552 | 33,51 | ||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 1 182 507 | 356,99 | 112 858 | 353,57 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 32 386 | −19,43 | 3 091 | −20,05 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2 098 | 200 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 39 955 | 54,39 | 3 813 | 53,26 | ||||
| 2026-02-10 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 16 110 | 3,93 | 1 538 | 3,15 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1 490 | 0,00 | 143 | 0,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 013 | 0,00 | 97 | −1,03 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 35 742 | 4,10 | 3 411 | 3,33 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 171 593 | 178,31 | 16 377 | 176,25 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 415 | −12,63 | 40 | −13,33 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4 423 | −12,97 | 422 | −13,52 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 2 237 | 0,63 | 213 | 0,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 3 630 | 346 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 246 | 8,20 | 1 264 | 7,39 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 15 767 | 4,29 | 1 505 | 3,51 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 1 050 | 0,00 | 100 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12 846 | −2,59 | 1 221 | −3,79 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 36 170 | −18,41 | 3 452 | −19,01 | ||||
| 2026-05-04 | 13F | Titiun Yejiel | 20 034 | 0,00 | 1 912 | −0,73 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5 956 | 63,22 | 568 | 62,29 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 347 771 | 2 222,34 | 1 967 | 36,60 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 13 541 | 203,41 | 1 292 | 201,17 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 22 903 | 4,54 | 2 186 | 3,75 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 154 918 | 2,98 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 83 083 | 0,38 | 7 929 | −0,36 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 73 918 | 0,83 | 7 055 | 0,07 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 29 132 | 3,36 | 2 780 | 2,58 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 54 681 | 4,99 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 3 332 | 0,00 | 318 | −0,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1 218 901 | −27,64 | 116 113 | −28,42 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2 010 | 22,94 | 192 | 21,66 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10 461 | −65,78 | 998 | −66,04 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4 707 | 124,46 | 449 | 123,38 | ||||
| 2026-02-14 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 226 426 | 1,55 | 21 610 | 0,79 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 34 721 614 | 1,56 | 3 307 928 | 0,62 | ||||
| 2026-04-24 | 13F | Bayban | 2 100 | 0,00 | 200 | −0,50 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 5 715 | −8,41 | 545 | −9,17 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 2 674 | −37,83 | 255 | −38,26 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 2 499 | −25,60 | 238 | −26,09 | ||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 4 121 | −0,29 | 393 | −1,01 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 12 097 | 5,96 | 1 155 | 5,20 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1 891 | 326,86 | 0 | |||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 112 551 | −33,19 | 10 742 | −33,69 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 44 774 | 17,34 | 4 273 | 16,46 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13 643 | 16,55 | 1 302 | 15,73 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 93 249 | 613,40 | 8 900 | 608,52 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 196 | −75,80 | 19 | −76,62 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 16 595 | 12,23 | 1 584 | 11,40 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 14 | 7,69 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 205 401 | 2,89 | 19 603 | 2,12 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 6 998 | 43,76 | 668 | 42,52 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10 675 | 338,76 | 1 019 | 336,91 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4 354 | 416 | ||||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 325 | 0,00 | 31 | −3,23 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 265 | 0,00 | 25 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 247 | 125,85 | 978 | 124,31 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 263 | |||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 176 531 | −9,56 | 16 848 | −10,23 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 581 | −14,63 | 151 | −15,73 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2 551 | 0,00 | 243 | −0,82 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 942 | 189,85 | 90 | 187,10 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 436 | 0,00 | 42 | 0,00 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 15 495 | −40,67 | 1 479 | −41,33 |
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