Grundläggande statistik
| Institutionella aktier (lång) | 2 239 569 512 - 83,58% (ex 13D/G) - change of 180,45MM shares 8,76% MRQ |
| Institutionellt värde (lång) | $ 639 689 740 USD ($1000) |
Institutionellt ägande och aktieägare
JPMorgan Chase & Co. (KZ:JPM_KZ) har 5145 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 2,239,569,512 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Morgan Stanley, Bank Of America Corp /de/, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Norges Bank, and Fmr Llc .
JPMorgan Chase & Co. (KAS:JPM_KZ) 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%.
The share price as of May 29, 2026 is 298,41 / share. Previously, on June 2, 2025, the share price was 263,83 / share. This represents an increase of 13,11% over that period.
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
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
AI+ Ask Fintel’s AI assistant about JPMorgan Chase & Co..
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 5585 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3 372 | 1,90 | 1 040 | −2,53 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 2 470 | −2,79 | 726 | −11,25 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 22 696 | −0,16 | 6 676 | −8,86 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 778 | 4,85 | 229 | −4,18 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 39 302 | 0,84 | 11 561 | −7,95 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 15 012 | −1,30 | 4 416 | −9,90 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 2 715 472 | −0,81 | 798 783 | −9,45 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 12 491 | 1,39 | 3 674 | −3,11 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 15 142 | 6,69 | 4 454 | −2,58 | ||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 1 716 | 0,00 | 505 | −8,70 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 20 206 | −5,33 | 5 944 | −13,58 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 57 401 | −3,81 | 16 885 | −12,19 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 7 282 | −13,12 | 2 142 | −20,67 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 13 331 | 0,17 | 3 921 | −8,56 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 3 035 | 2,36 | 893 | −6,60 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 848 | 0,00 | 250 | −3,86 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 3 148 | 1,94 | 929 | −6,73 | ||||
| 2026-04-20 | 13F | 25 Llc | 1 631 | 6,81 | 480 | −2,64 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 1 736 | 12,80 | 1 | |||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 701 | −0,43 | 218 | −3,54 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 29 151 | 2,11 | 8 575 | −6,78 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 1 868 | −0,48 | 549 | −9,11 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 15 669 | −11,66 | 4 862 | −14,93 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 15 304 | −18,26 | 4 502 | −25,38 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3 504 | 8,92 | 1 031 | −0,58 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1 313 | 31,83 | 386 | 20,63 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 4 413 | 19,79 | 1 298 | 9,35 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 5 758 | 79,04 | 1 694 | 63,42 | ||||
| 2026-04-24 | 13F | Optas, LLC | 17 751 | 2,67 | 5 222 | −6,28 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 6 356 | 1,00 | 1 870 | −7,79 | ||||
| 2026-05-07 | 13F | EULAV Asset Management | 12 000 | −7,69 | 3 530 | −15,74 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 301 | 19,64 | 971 | 9,22 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 1 056 | 3,33 | 311 | −5,78 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 5 396 | −8,51 | 1 587 | −16,47 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 8 557 | −0,16 | 2 517 | −8,84 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 9 331 | 0,06 | 2 745 | −8,66 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 1 874 | 0,00 | 551 | −8,62 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 105 196 | −2,40 | 30 944 | −10,90 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 1 566 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 51 616 | −7,30 | 15 183 | −15,38 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 131 802 | 8,50 | 38 771 | −0,95 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 849 | 0,00 | 248 | −9,52 | ||||
| 2026-04-24 | 13F | Strs Ohio | 1 097 030 | −5,58 | 322 702 | −13,81 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 7 022 | 2 262 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5 919 | 4,93 | 1 741 | −4,18 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 38 873 | −0,62 | 11 435 | −9,28 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3 228 | 1,57 | 950 | −7,32 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 549 403 | 14,14 | 161 322 | 4,01 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 14 904 | −3,61 | 4 384 | −7,08 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 86 654 | −1,99 | 25 490 | −10,53 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 11 565 | 2,36 | 3 402 | −6,57 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 34 167 | 2,40 | 10 050 | −6,56 | ||||
| 2026-05-01 | 13F | Account Management LLC | 13 513 | 0,00 | 3 975 | −8,73 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 32 754 | 39,17 | 9 635 | 27,05 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 5 438 | −98,30 | 1 600 | −98,45 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 178 | −2,53 | 5 053 | −11,03 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 14 192 | 7,52 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 1 195 | 0,08 | 351 | −8,59 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1 190 | 11,32 | 350 | 1,74 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 30 978 | 0,00 | 9 112 | −8,71 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 5 838 | 1,25 | 1 717 | −7,54 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 17 170 | −1,41 | 5 051 | −10,00 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 6 896 | 45,24 | 2 029 | 32,64 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 3 158 | −5,08 | 989 | −7,74 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 3 555 | 57,86 | 1 046 | 44,14 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 2 567 | 0,31 | 755 | −8,37 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6 754 | 15,10 | 1 987 | 5,08 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 118 474 | −1,04 | 34 850 | −9,66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 265 758 185 | −0,05 | 85 632 602 | 2,10 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 23 982 | 3,22 | 7 055 | −5,77 | ||||
| 2026-05-07 | 13F | Lountzis Asset Management, Llc | 1 116 | 0,00 | 328 | −8,64 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2 109 | −12,49 | 621 | −20,21 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 2 198 | 57,22 | 647 | 43,56 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 7 956 | 8,16 | 2 340 | −1,27 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 137 400 | −1,22 | 40 418 | −9,82 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 2 386 | 0,17 | 702 | −8,60 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 12 105 | −0,84 | 3 561 | −9,48 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 9 525 | −0,17 | 2 802 | −8,88 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 1 195 181 | 351 574 | ||||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 33 199 | −0,08 | 10 | −10,00 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 20 899 | 5,99 | 6 148 | −3,24 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 3 109 | −12,03 | 914 | −19,68 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 15 845 | 21,35 | 4 661 | 10,77 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 71 589 | 117,23 | 22 139 | 116,09 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 70 | 218,18 | 21 | 185,71 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 34 279 | −15,67 | 10 084 | −23,02 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 17 618 | −1,37 | 5 183 | −9,96 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 4 200 | −84,79 | 1 235 | −86,12 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3 198 | 22,58 | 990 | 24,87 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13 942 | 7,84 | 4 101 | −1,54 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 3 045 | 28,32 | 896 | 17,15 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 4 960 | 0,08 | 1 459 | −8,58 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 8 506 | −1,53 | 2 502 | −10,10 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 19 080 | 0,25 | 5 613 | −8,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 347 996 | 9,13 | 102 366 | −0,37 | ||||
| 2026-05-01 | 13F | Torray Llc | 38 859 | 0,00 | 11 431 | −8,71 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 29 866 | −1,48 | 9 623 | 0,64 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 121 356 | −0,37 | 36 | −10,26 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 13 452 | 1,08 | 3 957 | −7,72 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 60 117 | −3,04 | 17 684 | −11,48 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 6 265 | 0,32 | 1 879 | −6,61 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 55 273 | 0,13 | 16 259 | −8,59 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 9 546 | 1,55 | 2 808 | −7,27 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 40 115 | −3,88 | 12 557 | −0,06 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 1 564 | 460 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 5 135 | 0,39 | 1 510 | −8,37 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 12 472 | 6,24 | 3 669 | −3,01 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 20 197 | 0,53 | 5 941 | −8,22 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 23 747 | 17,72 | 7 360 | 21,21 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 2 246 | −0,44 | 661 | −9,09 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 17 100 | 131,08 | 5 030 | 110,99 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 633 | −33,51 | 186 | −39,22 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 86 271 | −0,82 | 25 377 | −9,46 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12 744 | 1,56 | 3 749 | −7,30 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Put | 118 | ||||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 20 794 | 13,26 | 6 117 | 3,40 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 55 630 | 1,75 | 16 364 | −7,11 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 12 428 | 3,58 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1 399 | 0,00 | 412 | −8,67 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 16 156 | −3,66 | 4 752 | −12,05 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1 331 794 | −5,87 | 391 761 | −14,45 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 1 698 | −4,18 | 500 | −12,46 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14 752 | −18,18 | 4 341 | −24,35 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 1 498 | −0,86 | 441 | −9,47 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3 200 | 0,53 | 941 | −8,20 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 476 801 | −23,43 | 140 256 | −30,10 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 4 699 | −10,51 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 10 173 | 0,00 | 3 | −33,33 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 398 461 | −3,24 | 117 186 | −11,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 232 028 | −0,54 | 68 282 | −9,20 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6 606 | 1 943 | ||||||
| 2026-01-26 | 13F | Thomasville National Bank | 102 288 | 0,65 | 32 959 | 2,82 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1 601 | 0,31 | 471 | −8,56 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 959 814 | 6,53 | 309 274 | 8,83 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 54 126 | −15,00 | 15 922 | −22,40 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 7 020 | −2,32 | 2 065 | −10,80 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 73 119 | −6,91 | 22 | −16,00 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 401 444 | 11,74 | 113 918 | −2,06 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 7 247 | 201,71 | 2 132 | 175,68 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 1 571 | 5,51 | 462 | −3,55 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 66 853 | 249,01 | 19 665 | 218,62 | ||||
| 2026-05-14 | 13F | Bleichroeder LP | 15 000 | 0,00 | 4 412 | −8,71 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3 745 | −17,67 | 1 207 | −15,90 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 1 172 | 0,43 | 345 | −8,51 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 170 434 | −0,50 | 50 135 | −9,17 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 30 799 | 16,67 | 9 060 | 6,50 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 4 521 | 8,63 | 1 330 | −0,89 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 28 846 | −57,66 | 8 485 | −61,35 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 795 | 3,38 | 234 | −5,67 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 341 392 | −0,84 | 100 424 | −9,48 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 2 570 | −35,02 | 756 | −40,74 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 11 581 | 1,92 | 3 407 | −6,97 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 277 | −5,78 | 89 | −3,26 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 3 272 | 2,60 | 963 | −6,33 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 8 142 | −20,95 | 2 395 | −27,82 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 318 | 0,63 | 93 | −7,92 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 9 150 | 3,23 | 2 692 | −5,78 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 43 051 | −24,73 | 12 664 | −31,29 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Put | 100 000 | 0,00 | 29 416 | −8,71 | |||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 33 895 | 0,99 | 9 970 | −7,81 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 1 657 | −6,23 | 487 | −14,41 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Call | 150 000 | 44 124 | |||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | 8 249 | −77,49 | 2 427 | −79,45 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 75 431 | −3,28 | 22 189 | −12,03 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 175 265 | −6,27 | 51 556 | −14,43 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1 599 | 46,56 | 470 | 33,90 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1 607 | 0,00 | 473 | −8,70 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 448 341 | 1,54 | 131 884 | −7,30 | ||||
| 2026-05-12 | 13F | Covenant Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 3 773 | 1 110 | ||||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 11 256 | −2,15 | 3 311 | −10,66 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 2 875 | 14,86 | 846 | 4,84 | ||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 596 561 | −1,82 | 175 484 | −10,37 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 17 714 | −4,73 | 5 211 | −9,09 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 1 791 | 5,91 | 527 | −3,31 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 70 491 | −6,38 | 20 736 | −14,53 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 4 776 | −3,24 | 1 405 | −11,70 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 34 538 | −5,45 | 10 160 | −13,69 | ||||
| 2026-05-13 | 13F | Foresight Global Investors, Inc. | 2 278 | 0,00 | 670 | −8,72 | ||||
| 2026-05-14 | 13F | Caxton Associates Llp | 4 389 | 1 291 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 650 477 | 8,58 | 191 353 | −0,87 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 19 779 | 1 982,00 | 5 818 | 1 801,31 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 19 605 | −0,98 | 5 767 | −9,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 72 354 | 7,64 | 21 284 | −1,74 | ||||
| 2026-04-30 | 13F | Summa Corp. | 3 800 | 0,00 | 1 118 | −8,74 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 18 301 | −0,24 | 5 383 | −8,92 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571 772 | 5,97 | 168 192 | −3,26 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 716 | −5,67 | 211 | −13,93 | ||||
| 2026-05-15 | 13F | Maltese Capital Management Llc | 18 307 | 21,93 | 5 385 | 11,33 | ||||
| 2026-04-28 | 13F | Edmp, Inc. | 1 545 | 8,88 | 455 | −0,66 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 5 578 | 6,29 | 1 641 | −3,02 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 43 341 | 1,29 | 13 013 | 0,70 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 171 257 | −2,04 | 49 824 | −11,66 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7 745 | 1 572,79 | 2 278 | 392,01 | ||||
| 2026-05-13 | 13F | Capital International Ltd /ca/ | 55 626 | −25,90 | 16 363 | −32,36 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | 12 541 | 1 162,94 | 3 689 | 1 056,43 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 38 501 | −9,87 | 11 325 | −17,72 | ||||
| 2026-05-12 | 13F | R.m.sincerbeaux Capital Management Llc | 29 870 | 0,00 | 8 787 | −8,71 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 2 238 | 1,36 | 658 | −7,45 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 1 223 | 55,80 | 360 | 42,46 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 3 265 | 1,21 | 960 | −7,60 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2 398 | 240,62 | 705 | 211,95 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 7 330 | 9,88 | 2 156 | 0,33 | ||||
| 2026-05-15 | 13F | KP Management LLC | 16 527 | 0,00 | 4 862 | −8,71 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 1 016 | 6,72 | 299 | 1,02 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 366 | −13,10 | 1 284 | −20,64 | ||||
| 2026-05-08 | 13F/A | Notis-McConarty Edward | 9 628 | −0,93 | 2 832 | −9,55 | ||||
| 2026-05-06 | 13F | Audent Global Asset Management, LLC | 6 208 | −51,18 | 1 826 | −55,43 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 069 071 | −3,23 | 344 476 | −1,15 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2 486 | −50,84 | 731 | −55,13 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 382 | 5,52 | 112 | −3,45 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 2 432 | 100,00 | 715 | 97,51 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 146 524 | −12,51 | 43 | −18,87 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 1 527 | −3,42 | 449 | −11,98 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 35 400 | 6,97 | 10 413 | −2,34 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3 106 | 914 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 417 412 | −0,73 | 122 786 | −9,37 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 6 035 | −17,29 | 1 775 | −24,50 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 1 862 | −2,87 | 548 | −11,35 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 1 175 | −49,46 | 346 | −53,94 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 424 070 | 2,24 | 125 064 | −6,56 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 60 313 | 1,24 | 17 742 | −7,58 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 1 843 | −4,26 | 542 | −12,58 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 884 | 260 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 4 737 | −91,33 | 1 393 | −92,09 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 1 449 | 78,45 | 426 | 63,22 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 27 113 | −1,89 | 7 976 | −10,43 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 4 775 | −6,50 | 1 405 | −14,65 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 13 476 | −3,06 | 3 964 | −11,50 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 25 650 | −0,59 | 8 267 | 1,57 | ||||
| 2026-04-08 | 13F | WealthBridge Investment Counsel Inc. | 58 216 | −0,83 | 17 | −5,56 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 4 570 | −5,11 | 1 344 | −13,35 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 73 715 | −4,11 | 21 684 | −12,46 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 41 132 | −2,15 | 12 099 | −10,67 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 2 938 | 2,37 | 912 | 5,20 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 661 | −12,27 | 1 077 | −19,87 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 1 860 | 33,62 | 549 | 22,54 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4 320 | 10,34 | 1 271 | 1,20 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 2 128 | −7,20 | 626 | −15,29 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 3 095 | 15,18 | 910 | 5,20 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 13 571 | 0,45 | 3 992 | −8,29 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 71 178 | −2,56 | 21 | −13,04 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 26 471 | −1,44 | 7 787 | −10,03 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 245 | 0,00 | 72 | −7,69 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 4 139 | −0,84 | 1 218 | −9,52 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 3 218 | −36,32 | 947 | −41,89 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 417 116 | 36,84 | 122 699 | 24,93 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 34 064 | 24,16 | 10 020 | 13,35 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 1 044 | 0,29 | 331 | 0,00 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 190 896 | −27,82 | 56 154 | −34,10 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 3 481 | 0,00 | 1 024 | −8,65 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1 847 | −1,18 | 543 | −9,80 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 9 328 | 4,41 | 2 744 | −4,69 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 40 058 | −11,40 | 11 783 | −19,12 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 5 320 | 1,97 | 1 565 | −6,90 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 82 455 | 3,72 | 24 255 | −5,31 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 17 390 | 2,48 | 5 115 | −6,44 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 8 956 | 2 634 | ||||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 39 744 | −4,25 | 11 691 | −12,58 | ||||
| 2026-05-04 | 13F | Crystal Rock Capital Management | 23 668 | −2,37 | 6 962 | −10,87 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2 950 | 0,03 | 868 | −8,74 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 6 896 | 17,20 | 2 029 | 7,02 | ||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 584 966 | 8,06 | 172 074 | 98 792,53 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 3 939 | −1,10 | 1 159 | −9,74 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 477 180 | −10,26 | 140 367 | −18,08 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 152 | −24,75 | 48 | −22,58 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 434 698 | 5,12 | 140 068 | 7,38 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 1 037 | −4,51 | 305 | −12,61 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 6 506 | 83,32 | 1 914 | 67,37 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 1 593 | −2,15 | 469 | −10,69 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 27 037 | −22,68 | 7 953 | −29,41 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 9 116 | 7,89 | 2 682 | −1,51 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 30 725 | −1,62 | 9 038 | −10,23 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 10 642 | 1,04 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-10 | 13F | Norges Bank | 35 368 681 | 11 396 496 | ||||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 680 | 0,00 | 200 | −8,68 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 7 223 | −2,63 | 2 125 | −11,13 | ||||
| 2026-04-14 | 13F | Legacy Trust | 24 304 | −38,96 | 7 149 | −44,27 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 1 106 | 11,60 | 325 | 1,88 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 146 569 | 15,07 | 43 | 4,88 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 695 | 0,00 | 204 | −8,52 | ||||
| 2026-05-08 | 13F | Searle & Co. | 16 692 | 0,00 | 4 910 | −8,70 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 4 440 | 0,07 | 1 306 | −8,68 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 1 128 | −6,08 | 364 | 0,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 68 246 | 3,31 | 20 075 | −5,68 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 1 585 | 0,00 | 466 | −8,63 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 624 | −4,18 | 1 066 | −12,56 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 4 310 | −40,31 | 1 268 | −45,53 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 1 420 | −3,34 | 418 | −11,84 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1 382 | 0,00 | 409 | −4,44 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 1 360 | 1,42 | 400 | −7,41 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 8 462 | −1,12 | 2 489 | −9,75 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 5 862 | 1 724 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 847 | 249 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 14 689 | −0,01 | 4 321 | −8,73 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 5 235 | −21,68 | 1 540 | −28,47 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 3 983 | −8,60 | 1 172 | −16,60 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 2 048 | 0,00 | 602 | −8,65 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 12 957 | 19,55 | 3 811 | 9,14 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1 345 | −3,86 | 433 | −0,23 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 18 608 | −1,19 | 5 474 | −9,81 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 13 951 | −9,97 | 4 104 | −17,82 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 3 077 | −2,78 | 905 | −11,19 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 3 843 | −2,66 | 1 130 | −11,16 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 1 475 | 0,96 | 434 | −7,87 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 15 348 | −6,04 | 5 | −20,00 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 41 617 | 41,71 | 12 242 | 29,37 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 1 492 | 0,00 | 439 | −8,75 | ||||
| 2026-05-14 | 13F | Schwerin Boyle Capital Management Inc | 111 613 | −6,63 | 32 832 | −14,76 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 6 142 | −9,02 | 1 807 | −16,97 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 1 778 | 0,00 | 523 | −8,57 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 1 920 | 0,00 | 565 | −8,74 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1 779 | −4,82 | 523 | −13,12 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 28 914 | −4,22 | 9 | −11,11 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3 502 | −38,58 | 1 030 | −45,99 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 12 873 | −22,64 | 3 787 | −29,39 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 4 094 | 1,82 | 1 204 | −7,03 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 6 993 | 2,00 | 2 057 | −6,88 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 228 537 | −8,07 | 67 226 | −16,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 64 417 | 48,52 | 18 949 | 35,58 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 7 304 | 0,08 | 2 149 | −8,63 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 1 407 | 0,00 | 414 | −8,83 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 6 585 | −5,93 | 1 937 | −14,15 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 30 882 | −1,05 | 9 079 | 90 680,00 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 1 861 | −1,01 | 547 | −9,59 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 2 613 | −16,41 | 842 | −14,71 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 15 065 123 | 1,96 | 4 431 557 | −6,92 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 1 438 | −23,96 | 423 | −30,54 | ||||
| 2026-05-14 | 13F | PARK CIRCLE Co | 1 300 | 0,00 | 382 | −8,61 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 897 | 2,16 | 289 | 4,71 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 65 580 826 | 19 291 256 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2 744 | −0,33 | 807 | −9,02 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4 440 | −7,31 | 1 306 | −15,36 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 8 212 | −11,92 | 2 416 | −19,61 | ||||
| 2026-04-29 | 13F | Exane Asset Management | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Saturna Capital CORP | 2 873 | −25,82 | 845 | −32,24 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 22 921 | 4,55 | 6 743 | −4,56 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 36 301 | 3,03 | 10 678 | −5,94 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 3 100 | 0,00 | 1 | |||||
| 2026-04-27 | 13F | Platform Technology Partners | 31 291 | 7,52 | 9 205 | −1,84 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 7 895 | −0,15 | 2 322 | −8,83 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 84 361 | −0,65 | 26 176 | −6,35 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 978 763 | −0,01 | 287 913 | −3,85 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 3 475 | 3,45 | 1 022 | −5,55 | ||||
| 2026-05-14 | 13F | Bristol John W & Co Inc /ny/ | 604 237 | −21,19 | 177 742 | −28,06 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3 887 | 4,69 | 1 143 | −4,43 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5 645 | −2,30 | 1 660 | −10,80 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3 765 | 1,65 | 1 107 | −7,21 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1 262 | 0,00 | 371 | −8,62 | ||||
| 2026-05-12 | 13F | Tobam | 578 | −4,93 | 0 | |||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 107 153 | −13,09 | 31 520 | −20,65 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 11 462 | 5,62 | 3 372 | −3,58 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 76 710 | −2,24 | 22 565 | −10,76 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 7 634 | −0,29 | 2 246 | −8,96 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 387 | 9,63 | 0 | |||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 3 746 | 1,96 | 1 102 | −6,93 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 353 968 | −3,56 | 104 123 | −11,96 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 1 214 | 0,00 | 357 | −8,70 | ||||
| 2026-05-13 | 13F | State of Wyoming | 4 834 | −0,04 | 1 422 | −8,79 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 9 563 | −9,10 | 2 813 | −17,00 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1 039 | −4,94 | 0 | |||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 945 | 1,18 | 278 | −7,67 | ||||
| 2026-05-04 | 13F | Nicholas Company, Inc. | 248 390 | −0,08 | 73 066 | −8,78 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 97 037 | −2,14 | 28 544 | −10,66 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 6 020 | 5,58 | 1 771 | −3,65 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 76 567 | −20,29 | 22 523 | −27,23 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 6 542 | 96,93 | 1 924 | 79,81 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 14 567 | 4,73 | 4 285 | −4,40 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 1 466 | −25,73 | 0 | |||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 23 022 | 3,22 | 6 772 | −5,78 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 2 208 | 0,05 | 650 | −8,72 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 6 110 549 | −5,63 | 1 797 479 | −13,85 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 5 274 | −2,33 | 1 551 | −10,81 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11 652 | 0,65 | 3 428 | −8,12 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 215 812 | 1,60 | 63 483 | −7,25 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 16 119 | 96,41 | 4 742 | 79,31 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 58 614 | 1,02 | 17 242 | −7,77 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 17 278 | 2,49 | 5 082 | −6,44 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 3 696 | −12,08 | 1 087 | −19,72 | ||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 1 468 243 | 0,07 | 431 898 | −8,98 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 10 268 | 3 020 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 210 748 | 9,45 | 61 994 | −0,08 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 337 | 19,50 | 99 | 10,00 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 560 897 | −9,15 | 164 258 | −17,46 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 2 214 | 0,00 | 651 | −8,70 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 1 525 | −5,75 | 448 | −9,49 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 16 752 | −17,50 | 4 928 | −24,70 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 60 520 | 2,66 | 18 571 | −2,23 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 20 931 | −3,16 | 6 157 | −11,59 | ||||
| 2026-05-13 | 13F | Bradyco, Inc. | 11 007 | 4,65 | 3 238 | −4,49 | ||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 7 670 | 2 256 | ||||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 13 823 | 1,71 | 4 066 | −7,15 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 5 939 | −5,82 | 1 747 | −13,98 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 1 124 | −38,24 | 331 | −43,69 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 23 699 | −14,02 | 6 971 | −21,50 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3 101 015 | −4,07 | 912 195 | −12,43 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 20 776 | 11,28 | 6 112 | 1,60 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 105 700 | 0,38 | 31 093 | −8,36 | |||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 114 636 | 2,25 | 33 721 | −6,65 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 11 627 | 2,91 | 3 420 | −6,04 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 7 008 | −2,41 | 2 062 | −11,12 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 6 041 | −0,05 | 1 777 | −8,78 | ||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 2 059 | 0,00 | 606 | −8,75 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 2 965 | −36,40 | 934 | −37,88 | ||||
| 2026-05-18 | 13F | Cim, Llc | 8 342 | −0,82 | 2 454 | −9,48 | ||||
| 2026-05-13 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 91 407 | −12,59 | 26 888 | −20,20 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | Call | 0 | −100,00 | 0 | ||||
| 2026-05-13 | 13F | Concord Investment Counsel Inc. | 36 673 | −0,74 | 10 788 | −9,39 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 17 904 | 28,46 | 5 267 | 17,28 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 1 495 | 11,15 | 440 | 1,39 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 208 400 | 24,05 | 61 303 | 13,25 | |||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 9 939 | 0,65 | 2 924 | −8,11 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 13 896 | 1,30 | 4 088 | −7,53 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 8 849 | 0,37 | 2 603 | −8,35 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 177 870 | 3,82 | 52 322 | −5,22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 42 957 | 15,57 | 12 636 | 5,50 | ||||
| 2026-05-12 | 13F | Employees Provident Fund Board | 1 130 000 | −4,71 | 332 401 | −13,01 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 3 439 | 16,30 | 1 012 | 6,20 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 17 934 | −11,24 | 5 275 | −18,97 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 958 | −36,47 | 280 | −42,03 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4 388 | 4,78 | 1 291 | −4,37 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 257 834 | 4,46 | 75 845 | −4,64 | ||||
| 2026-05-15 | 13F | DCM Advisors, LLC | 29 945 | −1,00 | 8 809 | −9,62 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | Put | 6 000 | 0,00 | 1 765 | −8,74 | |||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 5 714 | 0,21 | 1 681 | −8,55 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 19 356 | −4,73 | 5 694 | −13,03 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 3 545 | −49,16 | 1 043 | −53,61 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 16 502 | 0,96 | 5 077 | 0,79 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 36 523 | −0,68 | 10 744 | −9,33 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 9 884 | 11,44 | 2 908 | 5,48 | ||||
| 2026-02-13 | 13F/A | Ontario Teachers Pension Plan Board | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 7 997 | 0,41 | 2 352 | −8,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 23 600 | −43,13 | 6 942 | −48,09 | |||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 23 000 631 | −0,37 | 6 765 865 | −9,05 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Call | 10 000 | 2 942 | |||||
| 2026-05-07 | 13F | Rational Advisors Llc | 7 824 | 43,19 | 2 302 | 30,74 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 18 245 | 8,99 | 5 478 | 1,58 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 441 676 | −3,07 | 129 923 | −11,51 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1 046 | −1,88 | 308 | −10,50 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 11 346 | 0,04 | 3 376 | −7,64 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 3 791 | −27,60 | 1 115 | −33,91 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 900 | 21,13 | 265 | 10,46 | ||||
| 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 | 2 074 | 0,39 | 610 | −8,27 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1 841 | 0,00 | 542 | −8,77 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 7 773 | −1,16 | 2 286 | −9,75 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 4 228 | 1,83 | 1 244 | −7,03 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 712 | −14,32 | 209 | −21,72 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 89 906 | 14,51 | 26 447 | 4,53 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 18 616 | 0,12 | 5 476 | −8,60 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 74 785 | 0,63 | 21 999 | −8,13 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Titan Investment Solutions Ltd | 94 991 | 1 861,81 | 27 943 | 1 691,15 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1 286 | −13,46 | 378 | −20,92 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 1 558 | 10,50 | 458 | 0,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 172 397 | 5,23 | 55 550 | 7,50 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 5 969 | 3,57 | 1 756 | −5,44 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 10 615 | 5,02 | 3 122 | −4,12 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 1 187 | −6,02 | 349 | −14,25 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 110 541 | −0,13 | 32 517 | −8,83 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 2 722 | 0,00 | 801 | −8,78 | ||||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 141 675 | −28,98 | 41 675 | −35,17 | ||||
| 2026-05-14 | 13F | TCM Advisors, LLC | 833 | −9,66 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2 196 | 1,01 | 646 | −7,86 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 1 821 | 87,93 | 1 | |||||
| 2026-02-05 | 13F | Rahlfs Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Unison Asset Management LLC | 43 416 | 2,20 | 12 771 | −6,70 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 237 928 | 7,89 | 69 989 | −1,51 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 10 684 | 0,00 | 3 143 | −8,72 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1 020 | 2,51 | 319 | 6,69 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 25 807 | 0,84 | 7 591 | −7,94 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 7 000 | 52,17 | 2 059 | 38,93 | ||||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | Put | 2 000 | −60,00 | 588 | −63,50 | |||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | 6 753 | 0,90 | 1 986 | −7,88 | ||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 292 269 | −1,83 | 85 974 | −10,38 | ||||
| 2026-05-13 | 13F | APG Asset Management N.V. | 3 362 145 | 16,49 | 858 365 | 8,40 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3 684 | 217,31 | 1 084 | 190,35 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 8 532 | −0,02 | 2 510 | −8,73 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 24 766 | −0,06 | 7 285 | −8,76 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 196 | 1,55 | 58 | −8,06 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 909 | 38,36 | 267 | 26,54 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 2 809 | 10,37 | 905 | 12,70 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 3 968 | 89,86 | 1 167 | 73,40 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 14 825 | −1,46 | 4 361 | −10,05 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10 085 | −3,65 | 2 967 | −12,04 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 6 694 | 88,99 | 1 969 | 72,48 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 823 | 13,20 | 242 | 3,42 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 14 963 | −0,70 | 4 401 | −9,35 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 3 546 | −1,25 | 1 043 | −9,85 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 5 345 | 0,02 | 1 572 | −8,66 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 32 830 | −1,92 | 9 657 | −10,46 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 109 734 | −11,76 | 32 279 | −19,45 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 977 | 0,00 | 287 | −8,60 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | Put | 0 | −100,00 | 0 | ||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 168 941 | 12,74 | 49 696 | 2,92 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 1 481 | −70,38 | 436 | −72,90 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 3 729 | 9,16 | 1 097 | −0,36 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 15 485 | 41,54 | 4 555 | 29,22 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1 717 | −3,65 | 505 | −12,20 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 63 217 | −2,33 | 18 596 | −10,83 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 162 997 | −17,77 | 47 947 | −22,74 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 2 503 | 1,96 | 736 | −6,95 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 30 020 | −46,50 | 8 831 | −51,17 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 7 566 | 15,64 | 2 226 | 5,55 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 17 417 | −1,19 | 5 123 | −9,79 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 67 359 | −0,19 | 19 814 | −8,88 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 9 601 | −11,49 | 2 824 | −19,20 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 131 299 | −8,55 | 38 622 | −16,52 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 3 634 | −0,57 | 1 073 | −8,84 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 11 229 | −1,41 | 3 303 | −7,17 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 983 | 0,00 | 289 | −8,54 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 3 405 | 0,56 | 1 001 | −8,25 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2 460 | 34,72 | 723 | 22,96 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 21 306 | 8,54 | 6 267 | −0,92 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 1 325 | 427 | ||||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 17 679 | 121,88 | 5 192 | 102,26 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 60 011 | 1,10 | 17 029 | −10,96 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 2 419 | 0,04 | 780 | 2,36 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 49 211 | −0,32 | 14 476 | −9,01 | ||||
| 2026-05-13 | 13F | Gordian Capital Singapore Pte Ltd | 874 | 0,00 | 257 | −8,54 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 11 963 | 1,00 | 3 519 | −7,78 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 257 880 | −3,12 | 75 858 | −11,56 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 103 645 | −0,48 | 30 488 | −9,15 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 166 238 | 0,46 | 48 901 | −8,29 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 12 259 | 6,92 | 3 606 | −2,38 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 17 136 | 0,05 | 5 375 | 0,98 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3 519 784 | −1,79 | 1 035 388 | −10,35 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 15 610 | 27,26 | 4 592 | 16,17 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 5 462 | −21,71 | 1 607 | −28,56 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | Put | 35 | 0,00 | 64 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 969 | 7,31 | 285 | −1,72 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 83 705 | 10,58 | 24 623 | 0,95 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 150 347 | −2,89 | 44 226 | −11,34 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 748 | 220 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | Call | 4 200 | 1 235 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 32 201 | −3,49 | 9 472 | −11,90 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 746 | 219 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 10 318 | 2,34 | 3 035 | −6,56 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 27 010 | 1,32 | 7 945 | −7,50 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 17 080 | 721,15 | 5 024 | 649,85 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 6 466 | 7,73 | 1 902 | −1,71 | ||||
| 2026-05-07 | 13F | First National Trust Co | 176 820 | −1,14 | 52 013 | −9,75 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 163 516 | 56,45 | 48 100 | 42,83 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 39 144 | 1,41 | 11 515 | −7,42 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 3 992 | −7,95 | 1 181 | −15,53 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 103 218 | −3,63 | 30 363 | −12,02 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6 687 348 | 1,69 | 1 967 150 | −7,16 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 15 957 | 4 694 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 988 | −48,38 | 291 | −53,00 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 5 950 | 0,00 | 1 750 | −8,71 | ||||
| 2026-04-10 | 13F | Integrated Financial Solutions, Inc. | 937 | 11,95 | 276 | 2,23 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1 886 | −2,33 | 555 | −10,93 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1 409 | 40,90 | 414 | 28,57 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 3 | −99,87 | 1 | −100,00 | ||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 2 588 | 8,56 | 761 | −0,91 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 153 475 | −10,85 | 45 146 | −18,61 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 1 290 | 36,22 | 379 | 24,26 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 8 404 | 0,00 | 2 472 | −8,68 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1 295 | −2,92 | 381 | −11,19 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 109 485 | −3,59 | 32 206 | −11,99 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 91 809 | −0,67 | 27 007 | −9,32 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 9 853 | 0,00 | 2 898 | −8,70 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1 310 | 3,23 | 385 | −5,64 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 30 773 | 2,47 | 9 052 | −6,45 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 2 326 | −9,91 | 684 | −17,69 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 11 040 | −6,87 | 3 247 | −14,98 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 271 829 | 4,69 | 79 961 | −4,42 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 17 242 | 12,27 | 5 072 | 2,51 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 101 330 | −9,95 | 29 807 | −18,09 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 15 712 | −4,77 | 4 622 | −13,07 | ||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 20 562 | −0,71 | 6 049 | −9,35 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 346 340 | −0,60 | 101 879 | −9,26 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 15 963 | −0,63 | 4 696 | −9,29 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 21 339 | 2,04 | 6 277 | −6,84 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 14 931 | −16,93 | 4 | −20,00 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 2 487 | −0,48 | 732 | −9,19 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9 786 | −4,95 | 2 879 | −13,23 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 5 702 | −26,13 | 1 677 | −32,57 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 52 287 | 8,52 | 15 381 | −0,93 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1 091 | 0,46 | 321 | −8,02 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 2 995 | 0,00 | 881 | −8,70 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 5 214 | 11,41 | 1 534 | 1,73 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 39 211 | 4,17 | 11 534 | −4,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 99 972 | 31,25 | 29 408 | 19,25 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 212 121 | 3,21 | 62 398 | −5,77 | ||||
| 2026-05-15 | 13F | Family Management Corp | 19 859 | −15,34 | 5 842 | −22,72 | ||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 692 | 2,22 | 200 | −8,26 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 52 137 | −3,13 | 16 800 | −1,05 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 83 156 | −0,90 | 24 461 | −9,53 | ||||
| 2026-04-17 | 13F | Coerente Capital Management | 41 798 | −1,19 | 12 295 | −9,79 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 845 798 | 8,58 | 248 800 | −0,87 | ||||
| 2026-05-11 | 13F | 111 Capital | 5 757 | 1 693 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 480 | 4,58 | 141 | −6,62 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21 888 | −3,00 | 6 439 | −11,44 | ||||
| 2026-05-14 | 13F | Spahn Wealth & Retirement LLC | 11 521 | 0,00 | 3 389 | −8,70 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 640 498 | −9,55 | 188 409 | −17,43 | ||||
| 2026-05-11 | 13F | Boston Partners | 7 053 020 | −2,47 | 2 075 098 | −10,81 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7 975 | −0,85 | 2 346 | −9,49 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 129 809 | −0,15 | 38 185 | −8,84 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 44 815 | 10,35 | 13 183 | 0,74 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 49 554 | 0,20 | 15 | −6,67 | ||||
| 2026-01-08 | 13F | Profit Investment Management, LLC | 2 984 | 0,00 | 962 | 2,13 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 36 204 | −0,87 | 10 650 | −9,51 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1 348 | 397 | ||||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 25 620 | 7 536 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 6 132 | −24,79 | 1 804 | −31,37 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 17 344 | 0,42 | 5 589 | 2,59 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 748 | 0,00 | 220 | −8,71 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 107 261 | −1,61 | 31 552 | −10,18 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 6 273 | 0,00 | 1 845 | −8,71 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 37 493 | 6,20 | 11 029 | −3,05 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 65 159 | 3,04 | 19 167 | −5,93 | ||||
| 2026-04-09 | 13F | Zevenbergen Capital Investments Llc | 28 993 | 0,85 | 8 529 | −7,93 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 795 261 | −15,87 | 233 934 | −23,20 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 87 165 | −1,42 | 25 640 | −10,00 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 13 654 | 0,59 | 4 016 | −8,16 | ||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1 087 | −2,77 | 320 | −11,39 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 49 723 | 7,28 | 14 627 | −2,07 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 785 | 18,40 | 244 | 14,08 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 23 302 | −2,96 | 6 855 | −11,41 | ||||
| 2026-04-28 | 13F | Walter Public Investments Inc. | 49 156 | −6,72 | 14 460 | −14,84 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 2 145 | −4,45 | 631 | −12,86 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 1 887 | −2,38 | 555 | −10,77 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 2 277 | 21,50 | 670 | 10,95 | ||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 0 | −100,00 | 0 | |||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2 908 | 0,00 | 855 | −8,75 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 8 800 | −96,35 | 2 589 | −96,67 | |||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 27 330 | 4,60 | 8 039 | −4,50 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 37 234 | −0,41 | 10 953 | −9,08 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 4 301 | −66,91 | 1 265 | −69,79 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 43 452 | −4,95 | 12 782 | −13,23 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1 514 | 1,34 | 445 | −7,48 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2 889 | −2,10 | 850 | −10,63 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 29 568 | 3,80 | 8 698 | −5,24 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 14 196 | 0,28 | 4 176 | −8,46 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 25 463 | −6,64 | 7 490 | −14,77 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 3 645 | 0,41 | 1 072 | −8,30 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1 130 | 18,45 | 332 | 8,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 55 233 | 3,89 | 16 247 | −5,15 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 8 965 | −8,06 | 2 637 | −16,05 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 20 134 | 0,93 | 5 923 | −7,87 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 25 181 | −0,29 | 7 407 | −8,97 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 778 198 | 4,80 | 523 | −4,21 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1 065 620 | −6,72 | 313 463 | −14,85 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 82 267 | 3,51 | 24 200 | −5,51 | ||||
| 2026-04-14 | 13F | Altrafin AG | 39 186 | −17,12 | 11 527 | −24,34 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 49 604 | −0,93 | 15 | −12,50 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3 548 | 24,32 | 1 044 | 13,49 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 73 486 | −0,91 | 21 617 | −9,55 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 2 657 | 25,57 | 782 | 14,68 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 5 234 | −6,20 | 1 540 | −14,36 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 12 219 | −36,90 | 3 594 | −42,39 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 4 334 | 0,58 | 1 275 | −8,21 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 327 | −2,09 | 5 097 | −10,63 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 1 389 | −26,27 | 409 | −32,78 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 27 593 | 2,72 | 8 117 | −6,23 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 1 164 | 15,36 | 342 | 5,23 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 7 403 | −21,27 | 2 178 | −28,13 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 21 407 | −4,22 | 6 297 | −12,57 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 5 036 | 3,60 | 1 481 | −5,43 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 47 074 | 3,38 | 13 847 | −5,62 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 52 383 | 2,25 | 15 409 | −6,66 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 28 000 | 2,43 | 8 236 | −6,49 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 47 610 | −0,15 | 14 005 | −8,85 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 46 629 | −2,08 | 13 716 | −10,60 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 139 | 0,00 | 41 | −9,09 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 27 888 | −1,91 | 8 204 | −10,45 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 1 994 | −10,86 | 587 | −18,61 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1 122 | −3,03 | 330 | −11,29 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1 922 | 0,16 | 565 | −8,58 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4 141 | −0,91 | 1 218 | −9,51 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 662 407 | −0,37 | 783 209 | −9,04 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 19 054 | 0,61 | 5 605 | −8,16 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 722 | −21,69 | 212 | −28,62 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 15 396 | 3,16 | 4 529 | −5,82 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 190 490 | −0,23 | 56 | −8,20 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 11 888 | 3 497 | ||||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 643 | −35,05 | 189 | −40,57 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 7 427 | −64,15 | 2 185 | −67,28 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 55 355 | −0,08 | 16 283 | −8,78 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 2 536 | −6,39 | 1 | |||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 1 319 | 0,00 | 388 | −8,71 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 1 729 | 16,59 | 509 | 6,50 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Put | 127 500 | −51,72 | 37 505 | −55,93 | |||
| 2026-05-14 | 13F | Peak6 Llc | 22 018 | −75,56 | 6 477 | −77,69 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 16 097 | 15,42 | 4 735 | 5,39 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 12 440 | 124,47 | 3 659 | 104,99 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 11 431 | −4,55 | 3 363 | −12,86 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 41 375 | −60,21 | 12 171 | −63,68 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 104 011 | 2,54 | 30 596 | −6,39 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 22 000 | 0,00 | 6 472 | −8,70 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 2 815 | −13,91 | 828 | −21,37 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 400 318 | −0,16 | 117 758 | −8,86 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 800 | 0,00 | 235 | −8,56 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 8 314 | −1,95 | 2 446 | −10,47 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 2 539 | 0,04 | 747 | −8,69 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 58 000 | −29,18 | 17 061 | −35,35 | |||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 7 674 | 0,41 | 2 258 | −8,33 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 14 479 | −3,18 | 4 259 | −11,60 | ||||
| 2026-05-12 | 13F | Meiji Yasuda America Inc | 45 314 | −1,36 | 13 330 | −9,95 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 604 | 0,00 | 178 | −8,76 | ||||
| 2026-05-15 | 13F | Longaeva Partners L.P. | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 24 572 | −0,95 | 7 228 | −9,57 | ||||
| 2026-04-16 | 13F | Guardian Investment Management | 6 953 | −15,56 | 2 045 | −22,92 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 1 474 | −7,06 | 434 | −15,26 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 26 453 | −0,53 | 8 | −12,50 | ||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 134 443 | −19,03 | 39 548 | −26,09 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 55 828 | −19,37 | 16 422 | −8,07 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 652 907 | −1,96 | 192 059 | −10,50 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 11 460 | −0,50 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 4 981 | 3,79 | 1 465 | −5,24 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 6 675 235 | −11,76 | 1 962 852 | −19,54 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 1 156 | 0,00 | 340 | −4,23 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | Call | 56 200 | −49,96 | 16 513 | −54,51 | |||
| 2026-05-11 | 13F | Davy Global Fund Management Ltd | 72 637 | 0,84 | 21 367 | −7,94 | ||||
| 2026-04-24 | 13F | ProShare Advisors LLC | 668 606 | −4,71 | 196 677 | −13,01 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | Put | 197 200 | 129,57 | 57 941 | 108,66 | |||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 13 645 | 118,01 | 4 014 | 99,06 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 39 832 | 0,75 | 12 | −8,33 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 21 500 | 0,00 | 6 324 | −8,71 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 4 939 | −5,37 | 1 453 | −13,62 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 10 123 | 85,64 | 2 978 | 69,44 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 81 428 | −18,18 | 23 953 | −25,31 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40 503 | 1,13 | 11 914 | −7,67 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 13 832 | −2,12 | 4 069 | −10,65 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 |
