LQD_KZ - iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare

iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KZ ˙ KAS ˙ US4642872422
109,29 US$ ↓ −0,25 (−0,23%)
2026-06-04
DELAT PRIS
Grundläggande statistik
Institutionella ägare 1124 total, 1094 long only, 9 short only, 21 long/short - change of −2,67% MRQ
Aktiepris 109,29
Genomsnittlig portföljallokering 0.6627 % - change of −38,62% MRQ
Institutionella aktier (lång) 338 693 091 (ex 13D/G) - change of 41,86MM shares 14,10% MRQ
Institutionellt värde (lång) $ 32 849 553 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF (KZ:LQD_KZ) har 1124 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 338,693,091 aktier. Största aktieägare inkluderar Gallagher Fiduciary Advisors, LLC, Bank Of America Corp /de/, BlackRock, Inc., Meiji Yasuda Life Insurance Co, Goldman Sachs Group Inc, Goldman Sachs Group Inc, Morgan Stanley, Goldman Sachs Group Inc, Nuveen, LLC, and Financial Engines Advisors L.L.C. .

iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF (KAS:LQD_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 June 4, 2026 is 109,29 / share. Previously, on June 9, 2025, the share price was 107,53 / share. This represents an increase of 1,64% 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 iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF.

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 1388 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
(%)
2026-05-08 13F Legal & General Group Plc 979 625 −30,90 106 755 −31,66
2026-05-13 13F Franklin Resources Inc 23 663 −0,23 2 579 −1,30
2026-02-24 13F/A National Mutual Funds Management Ltd 0 −100,00 0 −100,00
2026-01-29 13F Comerica Bank 74 680 5,46 8 229 4,26
2026-05-15 13F Constant Guidance Financial LLC 0 −100,00 0
2026-05-14 13F BTG Pactual Asset Management US LLC 48 248 142,43 5 259 138,78
2026-01-30 13F Kiker Wealth Management, LLC 0 −100,00 0
2026-05-13 13F Synergy Financial Management, LLC 0 −100,00 0
2026-04-30 13F Acorn Wealth Advisors, LLC 2 044 −0,44 223 −1,77
2026-02-05 13F Tucker Asset Management Llc 1 330 504,55 147 508,33
2026-05-01 13F Midwest Trust Co 4 383 21,82 478 20,45
2026-05-14 13F Sandhill Capital Partners LLC 2 500 −4,62 272 −5,56
2026-04-21 13F Topsail Wealth Management, LLC 10 −93,59 1 −94,12
2026-04-14 13F Nova Wealth Management, Inc. 115 0,00 13 0,00
2026-04-17 13F Worth Asset Management, LLC 0 −100,00 0
2026-04-13 13F Bank of New Hampshire 2 115 −2,13 231 −3,36
2026-04-08 13F Thompson Investment Management, Inc. 48 0,00 5 0,00
2026-04-28 13F Peak Financial Management, Inc. 3 126 −3,96 341 −5,03
2026-04-21 13F Financial Consulate, Inc 1 126 0,00 123 −1,61
2026-04-20 13F Banque Cantonale Vaudoise 790 0,00 86 −1,15
2026-05-12 13F Gouws Capital LLC 5 208 −15,70 568 −16,62
2026-04-13 13F Plan Group Financial, LLC 9 956 −36,42 1 085 −37,10
2026-05-08 13F Banco Santander, S.A. 28 185 13,52 3 072 12,29
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-04-30 13F Nuveen, LLC 10 987 000 −19,40 1 197 473 −20,28
2026-04-08 13F Mma Asset Management Llc 46 420 22,24 5 059 20,91
2026-05-07 13F Vision Retirement, LLC 1 121 −8,71 122 −9,63
2026-04-21 13F Vise Technologies, Inc. 1 828 0,00 201 0,00
2026-05-12 13F Cascade Financial Partners, LLC 0 −100,00 0
2026-05-13 13F Invictus Private Wealth, Llc 88 114 −5,56 9 604 −6,59
2026-05-01 13F Emerald Investment Partners, Llc 9 451 5,32 1 030 4,36
2026-05-14 13F Captrust Financial Advisors 289 047 340,89 31 503 336,09
2026-05-01 13F Diversify Wealth Management, Llc 128 100 2 871,47 13 928 2 819,92
2026-05-15 13F Verition Fund Management LLC 0 −100,00 0 −100,00
2026-01-07 13F Yeomans Consulting Group, Inc. 22 722 2 504
2026-04-30 13F Financial Freedom, LLC 1 075 10,03 117 9,35
2026-05-15 13F United Capital Financial Advisers, Llc 8 662 −2,47 943 −3,68
2026-05-14 13F Biondo Investment Advisors, LLC 8 203 894
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 15 836 391,34 1 726 385,92
2026-05-14 13F Level Four Advisory Services, Llc 17 724 1,97 1 932 0,84
2026-05-15 13F Toroso Investments, LLC 5 393 133,26 586 130,31
2026-04-13 13F Hudson Capital Management LLC 0 −100,00 0
2026-02-12 13F Planning Project LLC 257 087 28 328
2026-05-04 13F Barrett & Company, Inc. 778 0,00 85 −1,18
2026-05-13 13F Crews Bank & Trust 20 051 −5,80 2 185 −6,82
2026-04-03 13F Investors Research Corp 163 0,00 18 0,00
2026-05-13 13F Consultiva Wealth Management, Corp. 1 488 0,00 162 −0,61
2026-04-29 13F Richmond Investment Services, LLC 2 639 288
2026-05-07 13F Scarborough Advisors, LLC 306 33
2026-05-15 13F Beacon Pointe Advisors, LLC 105 100 12,46 11 455 11,23
2026-03-02 13F Reflection Asset Management 13 278 1 464
2026-05-13 13F Mariner, LLC 179 052 111,67 19 512 109,35
2026-05-07 13F Rothschild Investment Llc 2 010 5,24 219 4,29
2026-02-26 13F Ssa Swiss Advisors Ag 22 135 −42,30 2 440 −42,94
2026-05-01 13F CV Advisors LLC 22 712 5,88 2 476 4,74
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0 −100,00
2026-04-20 13F Friedenthal Financial 295 8,86 32 10,34
2026-04-22 13F Truefg, Llc 2 078 3,90 227 2,73
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 122 −63,69 13 −64,86
2026-04-14 13F Global Trust Wealth Management LLC 44 619 10,13 4 863 8,94
2026-01-26 13F Main Street Group, LTD 0 −100,00 0
2026-05-07 13F Transce3nd, LLC 0 −100,00 0
2026-05-11 13F Citigroup Inc Put 350 000 −75,56 38 146 −75,83
2026-05-15 13F Prelude Capital Management, Llc 2 486 −67,37 271 −67,82
2026-05-11 13F Citigroup Inc 217 726 −70,31 23 730 −70,63
2026-05-14 13F Us Bancorp \de\ 55 569 −26,28 6 056 −27,08
2026-05-15 13F Independent Family Office, LLC 5 500 0,00 599 −1,16
2026-05-13 13F APG Asset Management US Inc. 698 893 −80,29 75 942 −80,57
2026-04-17 13F/A Founders Financial Securities Llc 42 130 −9,82 4 613 −10,39
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 2 126 11,84 232 10,53
2026-04-13 13F JCIC Asset Management Inc. 85 0,00 9 0,00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-22 13F Red Door Wealth Management, LLC 2 112 230
2026-05-12 13F Stifel Financial Corp 685 161 −33,23 74 675 −33,96
2026-04-30 13F Mascoma Wealth Management LLC 420 0,00 46 −2,17
2026-05-05 13F Cullen/frost Bankers, Inc. 2 465 0,00 269 −1,11
2026-05-14 13F Fortis Advisors, LLC 2 852 4,16 311 2,99
2026-05-05 13F D.a. Davidson & Co. 9 262 −1,88 1 010 −2,98
2026-05-13 13F Sherman Porfolios, Llc 12 626 −78,29 1 376 −78,53
2026-02-12 13F Gould Capital, LLC 0 −100,00 0 −100,00
2026-02-13 13F Squarepoint Ops LLC 0 −100,00 0 −100,00
2026-05-13 13F BCJ Capital Management, LLC 0 −100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 2 192 0,46 239 −0,83
2026-05-11 13F Viawealth, Llc 14 262 −12,81 1 554 −13,76
2026-02-12 13F FineMark National Bank & Trust 25 182 2,83 2 775 1,65
2026-05-06 13F Cornerstone Planning Group LLC 1 404 −20,41 153 −22,05
2026-04-15 13F Founders Grove Wealth Partners, Llc 6 121 −13,26 667 −14,16
2026-04-28 13F Tempus Wealth Planning, LLC 7 943 0,19 866 −0,92
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-14 13F American State Bank (Iowa) 0 −100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 10 044 12,02 1 095 10,84
2026-04-01 13F Bangor Savings Bank 239 −3,63 26 −3,70
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 742 −24,97 81 −25,93
2026-05-06 13F Hamilton Point Investment Advisors, LLC 0 −100,00 0
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 69 0,00 8 0,00
2026-05-05 13F Delta Financial Advisors Llc 5 625 −2,17 613 −3,16
2026-05-08 13F Guidance Capital, Inc 43 836 340,25 4 763 332,12
2026-05-26 13F Axiom Investment Management LLC 40 0,00 4 −20,00
2026-04-29 13F Cary Street Partners Financial Llc 31 206 −4,38 373 −30,15
2026-05-05 13F Putnam Fl Investment Management Co 68 663 4,36 7 484 3,23
2026-01-13 13F Mayflower Financial Advisors, LLC 0 −100,00 0 −100,00
2026-05-14 13F Natixis 6 387 −56,25 696 −56,72
2026-05-14 13F Aozora Bank, Ltd. 400 000 566,67 44 616,67
2026-05-04 13F Wealthgarden F.s. Llc 9 598 17,08 1 046 15,07
2026-05-12 13F Cheviot Value Management, LLC 331 893 3,94 36 173 2,39
2026-05-15 13F Advisors Asset Management, Inc. 7 804 31,91 851 30,57
2026-05-15 13F Harbour Investments, Inc. 7 147 85,83 779 84,16
2026-04-27 13F Canal Capital Management, LLC 195 567 6,93 21 315 5,77
2026-05-05 13F Gallagher Capital Advisors, LLC 6 279 684
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 201 481 2,41 21 959 1,29
2026-05-01 13F Jmac Enterprises Llc 84 869 2,14 9 250 1,03
2026-04-14 13F Amicus Financial Advisors, LLC 2 495 1,34 272 0,00
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 9 588 7,99 1 045 6,85
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 3 708 265 −0,37 404 164 −1,43
2026-05-12 13F TT Capital Management LLC 24 375 −8,28 2 657 −9,29
2026-05-14 13F Alpha Wealth Funds, LLC 19 938 −60,21 2 173 −60,64
2026-02-17 13F/A BlueCrest Capital Management Ltd Put 0 −100,00 0 −100,00
2026-05-15 13F CI Private Wealth, LLC 54 712 −13,38 5 874 −15,64
2026-02-11 13F MidWestOne Financial Group, Inc. 15 667 −33,39 1 726 −34,15
2026-05-11 13F SCS Capital Management LLC 1 883 0,00 205 −0,97
2026-05-15 13F Ballast, Inc. 22 831 19,13 2 488 17,86
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 3 443 454 6,15 375 302 5,00
2026-04-23 13F SevenBridge Financial Group, LLC 33 924 1,22 3 726 0,22
2026-05-06 13F Broyhill Asset Management 37 511 −2,50 4 088 −3,56
2026-05-11 13F TD Capital Management LLC 240 0,00 26 0,00
2026-05-12 13F Resurgent Financial Advisors LLC 3 195 13,26 348 12,26
2026-04-23 13F Lazari Capital Management, Inc. 6 043 1,46 659 0,30
2026-05-11 13F Waratah Capital Advisors Ltd. Put 1 080 000 117 709
2026-04-27 13F Koshinski Asset Management, Inc. 3 844 −45,40 419 −46,06
2026-05-12 13F Northwest Bancshares, Inc. 2 173 0,00 237 −1,26
2026-05-14 13F Hilltop Holdings Inc. 257 303 15,66 28 043 14,41
2026-05-14 13F Baird Financial Group, Inc. 296 592 29,85 32 326 28,44
2026-05-07 13F VisionPoint Advisory Group, LLC 58 083 −1,37 6 330 −2,45
2026-05-01 13F Coordinated Financial Services, Inc. 24 979 5,22 2 722 4,09
2026-05-12 13F Finer Wealth Management, Inc. 12 914 −0,05 1 407 −1,12
2026-05-15 13F Readystate Asset Management Lp 0 −100,00 0
2026-05-22 13F Wellington Grp LLC 377 −15,85 41 −16,33
2026-04-24 13F Wagner Wealth Management, Llc 57 1,79 6 0,00
2026-05-08 13F Asset Management One Co., Ltd. 198 530 −10,28 21 638 −11,74
2026-05-08 13F Private Advisory Group LLC 120 513 475,85 13 135 469,56
2026-04-14 13F Wealthcare Advisory Partners LLC 5 721 −56,10 624 −56,59
2026-05-15 13F Jones Financial Companies Lllp 101 789 −2,85 10 955 −5,11
2026-04-30 13F Sequoia Financial Advisors, LLC 36 607 17,27 3 990 15,99
2026-02-13 13F Aft, Forsyth & Company, Inc. 0 −100,00 0 −100,00
2026-05-15 13F Strive Financial Group ,LLC 136 0,00 15 7,14
2026-04-14 13F Joule Financial, LLC 267 204 2,11 29 123 1,00
2026-05-15 13F IHT Wealth Management, LLC 276 301 56,97 30 114 55,27
2026-01-28 13F Edge Financial Advisors LLC 10 140 −9,31 1 117 −10,35
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 1 965 000 0,00 214 165 99 050,46
2026-05-14 13F Van Hulzen Asset Management, LLC 10 781 −25,75 1 175 −26,58
2026-05-15 13F Madrid Financial Services 2 354 257
2026-05-15 13F Bramshill Investments, LLC 0 −100,00 0
2026-04-28 13F Berger Financial Group, Inc 5 264 −2,97 574 −4,02
2026-05-13 13F Mackenzie Financial Corp 215 977 −3,57 23 539 −4,84
2026-04-28 13F Winthrop Capital Management, LLC 84 566 −8,72 9 −10,00
2026-05-12 13F Omega Financial Group, LLC 6 116 −6,94 667 −8,01
2026-02-13 13F Brigade Capital Management, Lp Put 0 −100,00 0 −100,00
2026-02-04 13F Pandora Wealth, Inc. 66 0,00 7 0,00
2026-04-29 13F Invested Advisors 3 303 −24,62 360 −25,52
2026-05-04 13F NWF Advisory Services Inc. 2 935 0,10 320 −1,24
2026-05-07 13F one8zero8, LLC 129 −12,24 14 −12,50
2026-05-01 13F Hantz Financial Services, Inc. 812 582,35 0
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 297 300 12,66 32 403 11,43
2026-05-14 13F Spectrum Strategic Capital Management, LLC 12 399 −17,41 1 351 −18,32
2026-02-17 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-05-13 13F Forefront Analytics, LLC 0 −100,00 0
2026-02-13 13F Flow Traders U.s. Llc 0 −100,00 0
2026-05-26 13F Peak Planning Group, LLC 0 −100,00 0 −100,00
2026-04-09 13F Pacifica Partners Inc. 28 878 9,73 3 147 8,55
2026-02-03 13F Detalus Advisors, LLC 0 −100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 5 0,00 1
2026-05-12 13F Bnp Paribas Arbitrage, Sa Put 24 000 2 300,00 261 576 2 273,86
2026-05-12 13F Bnp Paribas Arbitrage, Sa Call 5 000 54 495
2026-04-22 13F Ohio National Investments, Inc. 249 317 0,00 27 173 −1,09
2026-05-12 13F Bnp Paribas Arbitrage, Sa 6 244 041 5 611,76 680 538 5 549,96
2026-04-16 13F Montecito Bank & Trust 11 144 −1,97 1 215 −3,04
2026-02-12 13F Great Valley Advisor Group, Inc. 0 −100,00 0
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 209 435 −58,89 22 826 −59,34
2026-05-12 13F Strategic Wealth Partners, Ltd. 193 980 4,31 21 142 3,17
2026-04-30 13F Csenge Advisory Group 3 022 −19,97 329 −20,91
2026-04-16 13F Tactive Advisors, LLC 0 −100,00 0
2026-02-12 13F von Borstel & Associates, Inc. 0 −100,00 0
2026-04-27 13F Capital Financial Group Inc\co\ /adv 26 153 −5,75 2 850 −6,77
2026-05-13 13F Invst, LLC 195 993 34,63 21 361 33,17
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-04-17 13F Krilogy Financial LLC 5 848 1,02 640 −0,47
2026-04-30 13F Winch Advisory Services, LLC 158 0,64 17 0,00
2026-04-28 13F Golden State Wealth Management, LLC 585 0,00 64 −1,56
2026-05-06 13F Topel & Distasi Wealth Management, LLC 104 452 1,82 11 384 0,71
2026-05-04 13F Y.D. More Investments Ltd 34 250 −20,10 3 733 −20,98
2026-05-15 13F City National Bank Of Florida /msd 1 910 0,00 208 −0,95
2026-05-14 13F Raymond James Financial Inc 1 160 780 1,21 126 513 0,11
2026-05-11 13F Aptus Capital Advisors, LLC 55 389 14,31 6 037 13,05
2026-05-11 13F Investments & Financial Planning, LLC 3 440 −9,88 375 −10,95
2026-05-12 13F Icon Wealth Advisors, LLC 2 402 0,97 261 −0,38
2026-05-14 13F Marshall Wace, Llp 273 400 150,90 29 798 148,16
2026-05-05 13F Clarity Asset Management, Inc. 150 0,67 16 0,00
2026-05-07 13F CFG Wealth Management Services, Inc. 1 535 0,00 167 −1,18
2026-05-04 13F Geneos Wealth Management Inc. 1 819 0,00 198 −1,00
2026-05-07 13F Facet Wealth, Inc. 3 016 329
2026-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2026-05-15 13F Cerity Partners LLC 179 097 39,46 19 520 37,94
2026-05-15 13F Goldman Sachs Group Inc 15 626 475 1 583,19 1 703 130 1 564,87
2026-05-11 13F Citigroup Inc Call 0 −100,00 0 −100,00
2026-05-15 13F Advisor Group Holdings, Inc. 588 086 −5,92 64 115 −6,95
2026-05-01 13F Ball & Co Wealth Management Inc. 0 −100,00 0
2026-04-20 13F Greenup Street Wealth Management Llc 6 281 3,46 685 2,40
2026-05-14 13F Diversified Enterprises, LLC 6 089 −10,14 664 −11,13
2026-04-16 13F Cambridge Advisors Inc. 16 390 0,00 1 786 −1,11
2026-04-21 13F Founders Capital Management 24 4,35 3 0,00
2026-05-15 13F Hyundai Investments Co., Ltd. 5 125 −6,61 555 −8,57
2026-04-21 13F International Private Wealth Advisors LLC 7 062 11,60 770 10,33
2026-04-29 13F American Wealth Advisors, LLC 0 −100,00 0
2026-01-28 13F Old National Bancorp /in/ 0 −100,00 0
2026-05-05 13F Napier Financial, LLC 91 10
2026-04-24 13F James Investment Research Inc 45 159 −2,01 4 922 −3,09
2026-04-27 13F Adams Asset Advisors, LLC 8 484 −20,43 925 −21,29
2026-05-12 13F Ameritas Advisory Services, LLC 9 114 −8,82 993 −9,81
2026-05-13 13F Buckingham Strategic Partners 1 874 −67,73 204 −68,08
2026-05-15 13F Susquehanna International Group, Llp 5 432 574 −16,39 592 096 −17,30
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 32 060 3 494
2026-05-15 13F Susquehanna International Group, Llp Call 6 514 900 58,92 710 059 57,19
2026-05-15 13F Goldman Sachs Group Inc Put 12 136 500 117,04 1 322 757 114,68
2026-05-15 13F Susquehanna International Group, Llp Put 8 984 300 119,18 979 199 116,79
2026-05-15 13F Petrus Trust Company, LTA 202 029 0,00 22 019 −1,09
2026-05-07 13F AlphaCentric Advisors LLC 1 197 13,78 130 13,04
2026-05-15 13F Lazard Asset Management Llc 16 972 −1,26 1 850 −2,32
2026-04-23 13F Willis Johnson & Associates, Inc. 228 225 12,19 24 874 10,98
2026-05-14 13F Brown Brothers Harriman & Co 8 665 0,00 944 −1,05
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 411 064 −64,19 44 802 −64,58
2026-04-15 13F Activest Wealth Management 722 −59,32 79 −60,00
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 6 703 −13,50 731 −14,42
2026-05-12 13F Anchor Capital Advisors Llc 27 825 −2,93 3 033 −3,99
2026-04-27 13F Actinver Wealth Management, Inc. 24 528 8,46 2 673 7,31
2026-05-04 13F J. Safra Sarasin Holding AG 19 539 5,95 2 130 4,77
2026-05-15 13F Goldman Sachs Group Inc Call 17 009 800 270,83 1 853 898 266,79
2026-04-21 13F Avaii Wealth Management, Llc 2 744 3,43 299 2,40
2026-05-12 13F Clark Wealth Partners 0 0
2026-04-24 13F Luminist Capital LLC 0 −100,00 0
2026-01-29 13F Financial Life Planners 0 −100,00 0
2026-04-16 13F Toth Financial Advisory Corp 727 0,00 79 −1,25
2026-04-22 13F Arcataur Capital Management LLC 19 994 12,93 2 179 11,74
2026-05-15 13F Cardiff Park Advisors, Llc 1 786 −0,94 195 −2,02
2026-02-13 13F Quarry LP Put 0 −100,00 0
2026-01-15 13F Wealth Quarterback LLC 0 −100,00 0
2026-05-06 13F Berkeley Capital Partners, LLC 17 705 0,71 1 930 −0,41
2026-05-18 13F Edgestream Partners, L.P. 48 881 −80,16 5 328 −80,38
2026-04-08 13F Miracle Mile Advisors, LLC 0 −100,00 0
2026-04-08 13F Northstar Advisory Group, LLC 7 098 −43,18 774 −43,82
2026-04-29 13F Horst & Graben Wealth Management LLC 3 494 2,43 382 1,60
2026-04-22 13F Wallington Asset Management, LLC 1 910 −3,44 208 −4,15
2026-04-23 13F Comprehensive Money Management Services LLC 1 950 0,00 213 −0,93
2026-05-11 13F High Note Wealth, LLC 0 0
2026-05-08 13F Red Wave Investments LLC 40 432 −0,11 4 407 −1,21
2026-05-11 13F Fourth Dimension Wealth, LLC 2 541 −10,72 277 −11,82
2026-04-22 13F DDFG, Inc 183 933 2,95 20 047 1,83
2026-05-09 13F MSH Capital Advisors LLC 4 111 12,82 448 11,72
2026-05-13 13F Ubs Asset Management Americas Inc 6 025 66 844,44 657
2026-04-06 13F Highline Wealth Partners Llc 92 0,00 10 0,00
2026-04-10 13F Armstrong Advisory Group, Inc 316 0,64 34 0,00
2026-05-13 13F Tiemann Investment Advisors, Llc 4 097 −1,80 447 −2,83
2026-02-17 13F High Falls Advisors, Inc 4 624 −18,75 509 −19,72
2026-05-06 13F Kesler, Norman & Wride, LLC 2 280 249
2026-05-12 13F Ausdal Financial Partners, Inc. 7 613 −58,94 830 −59,42
2026-05-15 13F Capstone Investment Advisors, Llc Put 5 108 800 556 808
2026-05-15 13F Matrix Private Capital Group Llc 3 0
2026-05-14 13F Brigade Capital Management, Lp Call 1 000 000 108 990
2026-04-24 13F Capital Asset Advisory Services LLC 69 928 7 694
2026-04-29 13F Alliance Wealth Management Group 186 246 18,93 20 299 17,63
2026-05-11 13F Reliant Investment Partners, LLC 3 091 8,91 337 7,69
2026-05-14 13F Financial Sense Advisors, Inc. 13 710 3,26 1 494 2,12
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 145 −50,17 16 −53,12
2026-05-15 13F Pinney & Scofield, Inc. 186 20
2026-01-23 13F Private Wealth Management Group, LLC 0 −100,00 0
2026-05-07 13F TCTC Holdings, LLC 0 −100,00 0
2026-05-15 13F Parvin Asset Management, LLC 0 −100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 58 823 5,30 6 411 4,16
2026-04-08 13F Olistico Wealth, LLC 1 050 0,00 114 −0,87
2026-05-01 13F Evolution Advisers, Inc. 0 −100,00 0
2026-04-24 13F Ledyard National Bank 5 782 −0,86 630 −1,87
2026-05-14 13F Bank Of Korea 0 −100,00 0
2026-04-03 13F Adirondack Trust Co 1 452 27,59 158 26,40
2026-05-13 13F Daiwa Securities Group Inc. 103 840 −15,27 11 318 86 953,85
2026-04-27 13F Thrive Capital Management, LLC 6 038 −5,61 658 −6,53
2026-05-15 13F Van Diest Capital, LLC 0 −100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 245 317 −26,35 27 −27,78
2026-04-10 13F Country Trust Bank 15 500 0,00 1 689 −1,05
2026-05-15 13F Larson Financial Group LLC 2 875 0,31 313 −0,63
2026-04-30 13F Stronghold Wealth Management L.L.C. 9 466 2,80 1 032 1,68
2026-04-22 13F TPG Advisors LLC 2 325 0,00 253 −1,17
2026-04-28 13F Dumont & Blake Investment Advisors Llc 2 288 −0,87 249
2026-05-12 13F M Holdings Securities, Inc. 13 003 −44,71 1 −50,00
2026-04-08 13F Gladwyn Financial Advisors, Inc. 22 362 2,61 2 437 1,50
2026-05-13 13F O'shaughnessy Asset Management, Llc 491 359 2,03 53 553 0,92
2026-05-15 13F Equitable Holdings, Inc. 34 285 −89,54 3 777 −89,54
2026-05-27 13F Westshore Wealth, LLC 268 104 6,92 29 221 5,75
2026-04-27 13F Mosley Wealth Management 35 4
2026-05-15 13F Mcdonald Partners Llc 3 078 −56,51 335 −57,00
2026-05-13 13F Heritage Trust Co 4 987 −7,41 544 −8,43
2026-05-14 13F SlateStone Wealth, LLC 5 490 −5,99 1
2026-04-28 13F Stephens Inc /ar/ 75 236 −0,14 8 200 −1,24
2026-05-11 13F Federated Hermes, Inc. 0 −100,00 0
2026-05-01 13F Consilio Wealth Advisors, Llc 98 371 21,47 10 721 20,15
2026-04-23 13F Farmers & Merchants Investments Inc 15 0,00 2 0,00
2026-04-20 13F Breakwater Capital Group 2 150 −4,15 234 −5,26
2026-01-28 13F WP Advisors, LLC 0 −100,00 0
2026-05-06 13F HighMark Wealth Management LLC 8 998 0,51 981 −0,61
2026-04-14 13F Banque Pictet & Cie Sa 4 788 0,00 522 −1,14
2026-04-15 13F Silverlake Wealth Management Llc 11 063 4,51 1 206 3,34
2026-05-06 13F Dorsey Wright & Associates 22 387 589,25 2 440 581,28
2026-05-13 13F Cpwa, Llc 2 156 235
2026-05-15 13F Royal Bank Of Canada 2 465 779 1,94 268 745 0,83
2026-04-21 13F Maseco Llp 0 −100,00 0
2026-04-21 13F Wesbanco Bank Inc 99 404 3,29 10 834 2,17
2026-05-08 13F North Dakota State Investment Board 1 111 374 135,73 121 129 133,16
2026-05-14 13F Solstein Capital, LLC 4 877 −29,70 532 −30,50
2026-05-06 13F Kelsey Financial, LLC 96 565 2,59 10 525 1,47
2026-05-12 13F Tiff Advisory Services Inc 131 139 14 293
2026-05-04 13F Bank Hapoalim Bm 184 000 −53,76 32 −45,76
2026-05-15 13F MAI Capital Management 141 928 −0,85 15 469 −1,93
2026-02-10 13F Core Wealth Advisors, Llc 0 0
2026-05-11 13F Haverford Trust Co 4 312 −0,21 470 −1,47
2026-04-20 13F Kestra Private Wealth Services, Llc 70 432 −4,47 7 676 −5,51
2026-05-15 13F Royal Bank Of Canada Call 351 300 38 288
2026-05-20 13F/A Arete Wealth Advisors, LLC 10 249 20,96 1 117
2026-04-16 13F Cornerstone Management, Inc. 47 476 7,38 5 174 6,22
2026-05-15 13F Royal Bank Of Canada Put 250 000 27 248
2026-05-14 13F TRB Wealth Management, LLC 115 308 12 567
2026-05-18 13F Genesis Financial Group, LLC 2 976 6,06 324 4,85
2026-05-15 13F Rehmann Capital Advisory Group 1 844 −2,69 201 −3,37
2026-05-14 13F StoneX Group Inc. 10 639 −20,30 1 157 −21,41
2026-05-14 13F Capula Management Ltd 69 044 7 525
2026-04-07 13F Heartwood Wealth Advisors LLC 89 798 11,45 9 787 10,24
2026-05-15 13F/A Independent Financial Group, Llc 14 398 −4,15 1 569 −5,20
2026-04-30 13F BRYN MAWR TRUST Co 1 587 0,00 173 −1,15
2026-05-07 13F Centerpoint Advisors, LLC 630 6,06 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21 625 −0,69 2 357 −1,79
2026-05-15 13F FreeGulliver LLC 2 488 −2,81 271 −3,90
2026-04-14 13F Capitol Family Office, Inc. 8 994 0,00 991 0,00
2026-05-15 13F Warren Averett Asset Management, LLC 30 123 6,35 3 283 5,19
2026-04-14 13F XY Planning Network, Inc. 3 657 397
2026-04-20 13F Jfs Wealth Advisors, Llc 271 0,00 30 0,00
2026-05-12 13F/A Signature Securities Group Corporation 31 084 32,88 3 388 31,43
2026-05-15 13F Guggenheim Capital Llc 137 379 2,27 14 973 1,16
2026-05-13 13F Lavaca Capital Llc 533 0,76 58 0,00
2026-04-30 13F Beacon Financial Group 1 884 −1,21 205 −2,38
2026-05-11 13F Godfrey Financial Associates, Inc. 5 689 −3,28 620 −4,32
2026-05-12 13F Rathbone Brothers plc 18 626 64,51 2 030 62,79
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 3 342 0,00 364 −1,09
2026-02-09 13F Premier Financial Group 0 −100,00 0 −100,00
2026-01-22 13F Premier Path Wealth Partners, LLC 5 645 154,16 622 151,42
2026-05-05 13F Sanctuary Advisors, LLC 141 316 8,11 15 402 6,94
2026-04-23 13F Glass Jacobson Investment Advisors llc 1 899 0,53 207 −0,48
2026-05-14 13F EP Wealth Advisors, Inc. 3 551 13,70 387 12,21
2026-05-11 13F Fountainhead AM, LLC 781 30,38 85 30,77
2026-05-14 13F Jacobi Capital Management LLC 28 684 1,25 3 126 0,16
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 26 0,00 3 0,00
2026-04-20 13F Sowell Financial Services LLC 37 658 2,94 4 104 1,81
2026-04-24 13F Canton Hathaway, LLC 269 −28,27 29 −29,27
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 5 067 −2,97 552 −4,00
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 2 715 −53,83 296 −54,40
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 2 132 231
2026-04-24 13F Bishop & Co Investment Management, LLC 0 −100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 207 780 −19,94 22 649 −21,71
2026-05-14 13F Cwm, Llc 29 940 3,05 3 263 108 666,67
2026-04-24 13F Cane Capital Partners, LLC 7 532 4,45 821 3,27
2026-04-02 13F Ares Financial Consulting, LLC 463 0,65 50 0,00
2026-04-22 13F Finley Financial, LLC 1 900 0,00 207 −0,96
2026-05-11 13F Foundations Investment Advisors, LLC 15 165 −90,13 1 653 −90,24
2026-04-16 13F Strong Tower Advisory Services 281 664 8,77 30 699 7,58
2026-05-12 13F Anfield Capital Management, LLC 81 694 10,79 8 904 9,58
2026-05-01 13F Anchor Investment Management, LLC 213 0,00 23 0,00
2026-04-21 13F Curat Global, LLC 0 −100,00 0
2026-05-15 13F Sona Asset Management (us) Llc 1 114 088 −84,11 121 424 −84,28
2026-04-13 13F Compass Ion Advisors, LLC 5 093 −14,48 555 −15,40
2026-05-15 13F Sona Asset Management (us) Llc Call 419 100 45 678
2026-04-20 13F Independent Wealth Network Inc. 4 048 0,90 441 −0,23
2026-04-16 13F Security National Bank 560 0,00 61 0,00
2026-04-17 13F Morris Financial Concepts, Inc. 118 0,00 13 −7,69
2026-05-08 13F Sofos Investments, Inc. 8 1
2026-04-10 13F Oxinas Partners Wealth Management LLC 6 199 103,91 676 102,10
2026-05-12 13F Rsm Us Wealth Management Llc 8 316 −5,76 906 −7,17
2026-05-13 13F Calton & Associates, Inc. 31 045 4,65 3 384 3,52
2026-04-21 13F Pflug Koory, LLC 164 0,00 18 −5,56
2026-04-24 13F Palouse Capital Management, Inc. 3 345 −4,84 365 −5,94
2026-05-06 13F Bessemer Group Inc 17 155 −22,92 2 −50,00
2026-04-27 13F Evolution Wealth Management Inc. 28 0,00 3 0,00
2026-05-13 13F Natixis Advisors, L.p. 26 484 3
2026-05-15 13F National Bank Of Canada /fi/ 33 586 68,37 3 660 66,55
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 −100,00 0 −100,00
2026-04-10 13F Insight Wealth Strategies, LLC 251 203 −9,20 27 379 −10,19
2026-05-04 13F Citizens National Bank Trust Department 200 0,00 22 −4,55
2026-05-15 13F Sig Brokerage, Lp Call 180 000 554,55 19 618 547,46
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 32 574 425 11 195,58 14 450 −54,53
2026-05-15 13F Sig Brokerage, Lp 45 489 211,80 4 958 208,46
2026-04-08 13F Eclectic Associates Inc /adv 31 270 75,41 3 408 73,52
2026-05-14 13F CIBC World Markets Inc. 8 397 62,26 915 60,53
2026-04-07 13F Twele Capital Management, Inc. 109 412 5,79 11 925 4,64
2026-04-08 13F Sharper & Granite LLC 20 085 203,63 2 189 200,69
2026-05-08 13F McAdam, LLC 5 647 7,11 615 6,03
2026-05-15 13F Westwood Holdings Group Inc 14 257 −58,75 1 554 −59,22
2026-04-29 13F Cvfg Llc 31 882 8,67 3 475 7,49
2026-05-15 13F Man Group plc 60 600 −93,70 6 605 −93,77
2026-04-06 13F Sincerus Advisory, LLC 8 722 −2,61 951 −3,65
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 0 −100,00 0
2026-05-11 13F Pathstone Holdings, LLC 13 214 0,12 1 440 −0,96
2026-05-04 13F Texas Yale Capital Corp. 1 949 0,00 212 −0,93
2026-05-13 13F Bank Of Montreal /can/ 549 674 54,60 59 909 52,92
2026-05-15 13F DeepCurrents Investment Group LLC Put 0 −100,00 0
2026-04-30 13F Simplicity Wealth,LLC 9 849 10,99 1 073 9,83
2026-04-23 13F Game Plan Financial Advisors, LLC 0 −100,00 0
2026-04-21 13F OneAscent Financial Services LLC 4 889 −1,07 533 −2,21
2026-05-13 13F Scotia Capital Inc. 200 481 6,37 21 851 5,21
2026-05-07 13F AlTi Global, Inc. 12 220 0,00 1 332 −1,11
2026-05-13 13F Freestone Capital Holdings, LLC 4 592 500
2026-05-15 13F Weaver Consulting Group 3 886 2,05 423 0,95
2026-05-01 13F Thrivent Financial For Lutherans 113 396 44,45 12 50,00
2026-05-04 13F Brookwood Investment Group LLC 21 501 −87,54 2 343 −87,68
2026-05-13 13F Parkside Financial Bank & Trust 0 −100,00 0
2026-04-13 13F Farrell Financial LLC 19 040 −28,30 2 075 −29,08
2026-05-15 13F Summit Financial, LLC 66 375 −22,70 7 234 −23,54
2026-05-04 13F Procyon Private Wealth Partners, LLC 22 378 −0,63 2 439 −1,73
2026-04-22 13F Networth Advisors, LLC 9 0,00 1
2026-04-30 13F Granite Investment Partners, LLC 85 0,00 9 0,00
2026-05-13 13F Ci Investments Inc. 180 644 1,02 19 688 −0,09
2026-05-14 13F Ssi Investment Management Llc 183 046 −0,08 19 950 −1,17
2026-04-16 13F First Community Trust Na 188 123,81 20
2026-05-12 13F Atlantic Union Bankshares Corp 1 517 459,78 165 468,97
2026-04-27 13F FSM Wealth Advisors, LLC 2 563 279
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-28 13F Bogart Wealth, LLC 1 387 19,88 151 18,90
2026-05-11 13F Empirical Asset Management, LLC 2 336 0,04 255 −1,17
2026-05-12 13F Landscape Capital Management, L.l.c. 7 321 798
2026-05-01 13F American Trust 2 315 −1,24 252 −2,33
2026-05-06 13F TopTier Wealth Management, LLC 2 0
2026-04-15 13F NorthAvenue LLC 0 −100,00 0
2026-05-04 13F Principal Financial Group Inc 575 000 165,71 62 669 162,82
2026-05-20 13F SOA Wealth Advisors, LLC. 2 098 0,67 229 −0,44
2026-05-14 13F Fort Point Capital Partners LLC 3 963 0,10 432 −1,82
2026-05-14 13F Crabel Capital Management, LLC 0 −100,00 0
2026-05-15 13F Man Group plc Put 5 300 578
2026-05-15 13F Man Group plc Call 400 44
2026-02-10 13F Rock Creek Group, LP 0 −100,00 0
2026-05-15 13F Castleark Management Llc 10 060 −7,20 1 096 −8,21
2026-04-15 13F Wright Fund Managment, LLC 0 −100,00 0
2026-05-14 13F Joseph P. Lucia & Associates, LLC 42 774 7,14 4 662 5,96
2026-04-10 13F Piscataqua Savings Bank 110 0,00 12 −8,33
2026-04-15 13F Compagnie Lombard Odier SCmA 8 635 0,00 941 −1,05
2026-04-14 13F Beacon Investment Advisory Services, Inc. 21 2
2026-04-24 13F Peregrine Asset Advisers, Inc. 3 875 −1,90 422 −2,99
2026-05-15 13F Punch & Associates Investment Management, Inc. 83 76,60 9 80,00
2026-05-11 13F Commerce Bank 49 677 82,48 5 414 80,53
2026-02-17 13F Main Street Financial Solutions, LLC 7 813 −1,62 861 −2,82
2026-05-06 13F Templeton & Phillips Capital Management, LLC 1 416 0,00 154 −1,28
2026-04-20 13F Ronald Blue Trust, Inc. 703 −1,68 77 −2,56
2026-01-23 13F Creative Capital Management Investments LLC 0 −100,00 0
2026-05-04 13F Lifeworks Advisors, LLC 186 982 0,95 20 379 −0,15
2026-04-22 13F Janney Montgomery Scott LLC 71 757 77,24 8 75,00
2026-04-28 13F Fundamentun, Llc 340 111 3,41 37 069 2,28
2026-05-14 13F Allworth Financial LP 6 361 −5,67 693 −6,60
2026-05-14 13F MetLife Investment Management, LLC 434 940 −13,98 47 404 −14,91
2026-04-27 13F Financial Services Advisory Inc 0 −100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 306 942 80,15 33 454 78,19
2026-05-11 13F Rossby Financial, LCC 1 266 370,63 138 372,41
2026-05-07 13F Legacy Wealth Managment, LLC/ID 22 0,00 2 0,00
2026-05-15 13F Ameriflex Group, Inc. 821 −84,54 90 −84,79
2026-05-14 13F Advisory Alpha, LLC 3 958 43,46 431 41,78
2026-01-28 13F Chicago Partners Investment Group LLC 0 −100,00 0
2026-05-13 13F PKS Advisory Services, LLC 35 346 −2,59 3 854 −3,63
2026-05-14 13F We Are One Seven, LLC 22 714 3,82 2 476 2,70
2026-05-07 13F Beta Wealth Group, Inc. 96 446 9,18 10 512 7,99
2026-05-08 13F Idaho Trust Bank 116 203 6,83 12 665 5,67
2026-05-12 13F Bnp Paribas 2 573 766 8,95 280 515 7,76
2026-02-11 13F Fiera Capital Corp 0 −100,00 0
2026-02-09 13F Financial Advisory Corp /ut/ /adv 33 597 −20,00 4 −25,00
2026-05-06 13F Zhang Financial LLC 0 −100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1 360 −50,47 148 −50,99
2026-05-15 13F/A Itau Unibanco Holding S.A. 85 581 0,00 9 327 −1,09
2026-05-01 13F Arlington Capital Management, Inc. 5 961 6,87 650 5,70
2026-04-13 13F Uptown Financial Advisors LLC 16 397 6,77 1 787 5,61
2026-04-16 13F Heck Capital Advisors, LLC 7 819 −65,46 852 −65,84
2026-04-27 13F Fulton Breakefield Broenniman Llc 88 546 −1,76 9 651 −2,83
2026-05-04 13F MTC Wealth Management LLC 121 712 8,16 13 265 6,98
2026-05-04 13F 5th Street Advisors, LLC 52 792 −33,42 5 754 −34,15
2026-05-15 13F Purpose Unlimited Inc. 33 810 0,00 3 685 −1,10
2026-04-20 13F ABLE Financial Group, LLC 4 157 0,00 453 −1,09
2026-05-15 13F MidFirst Bank 0 −100,00 0
2026-04-24 13F Vision Financial Markets Llc 4 000 0,00 436 −1,14
2026-05-13 13F Principal Securities, Inc. 139 735 −29,06 15 230 −29,84
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 327 885 −20,54 35 736 −21,41
2026-05-11 13F National Wealth Management Group, LLC 0 −100,00 0
2026-05-04 13F TrustBank 119 099 0,95 12 981 −0,15
2026-05-15 13F Perennial Investment Advisors, LLC 18 457 −1,69 2 012 −2,80
2026-04-09 13F Red Spruce Capital, LLC 1 982 −10,19 216 −11,11
2026-05-05 13F UBS Group AG Put 6 816 553 −0,36 742 936 −1,45
2026-05-05 13F UBS Group AG Call 2 530 000 −58,53 275 745 −58,98
2026-05-05 13F UBS Group AG 5 103 672 −10,48 556 249 −11,45
2026-05-01 13F Kaizen Financial Strategies 5 807 −3,44 635 −4,08
2026-04-24 13F Flagship Private Wealth, LLC 34 337 2,61 3 742 1,49
2026-05-04 13F N.E.W. Advisory Services LLC 675 0,00 74 −1,35
2026-05-15 13F Wick Capital Partners, LLC 2 353 0,00 256 −1,16
2026-02-17 13F Snowden Capital Advisors LLC 7 481 39,94 824 38,49
2026-04-24 13F Axis Wealth Partners, LLC 4 111 −0,22 448 −1,10
2026-04-27 13F HB Wealth Management, LLC 6 012 −0,46 655 −1,50
2026-05-15 13F Quantinno Capital Management LP 2 663 1,22 290 0,00
2026-05-15 13F Point72 Asset Management, L.P. 0 −100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 900 0,00 98 −1,01
2026-05-15 13F Point72 Asset Management, L.P. Put 0 −100,00 0
2026-05-08 13F Atlantic Private Wealth, LLC 36 0,00 4 0,00
2026-05-19 13F Sonoma Allocations LLC 58 945 −25,78 6 430 −26,50
2026-04-27 13F Cresta Advisors, Ltd. 123 987 2,14 13 513 1,02
2026-05-06 13F Shared Vision Wealth Group LLC 0 −100,00 0
2026-04-21 13F Maridea Wealth Management LLC 6 941 −0,32 757 −1,43
2026-05-01 13F Cosner Financial Group, LLC 15 861 0,00 1 729 −1,09
2026-04-10 13F Perfromance Wealth Partners, LLC 3 834 0,00 418 −1,18
2026-02-13 13F Macquarie Group Ltd 0 −100,00 0
2026-05-13 13F First Trust Advisors Lp 64 417 −3,50 7 021 −4,55
2026-05-14 13F Nicolet Bankshares Inc 16 527 1 801
2026-05-11 13F Exit Wealth Advisors, LLC. 19 873 4,97 2 166 3,79
2026-04-30 13F Independence Bank of Kentucky 4 323 0,00 471 −1,05
2026-05-15 13F Cresset Asset Management, LLC 3 701 −55,76 403 −56,24
2026-04-30 13F Meadow Creek Wealth Advisors Llc 2 944 −0,34 321 −1,54
2026-05-06 13F Assetmark, Inc 996 590 −1,91 108 618 −2,98
2026-05-15 13F Ascent Group, LLC 11 717 −5,71 1 277 −6,72
2026-05-14 13F Jump Financial, LLC 0 −100,00 0
2026-02-13 13F Colony Group, LLC 380 994 13,81 41 982 12,50
2026-04-30 13F Summa Corp. 0 −100,00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 39 0,00 4 0,00
2026-04-13 13F Nvest Wealth Strategies, Inc. 23 3
2026-05-14 13F/A First Eagle Investment Management, LLC Call 600 000 0
2026-04-15 13F Merit Financial Group, LLC 166 961 237,91 18 197 234,26
2026-05-08 13F Walleye Trading LLC Call 0 −100,00 0
2026-05-12 13F Angel Oak Capital Advisors, LLC 6 871 749
2026-04-14 13F Nbc Securities, Inc. 32 862 2,20 3 582 1,07
2026-04-30 13F Donaldson Capital Management, Llc 120 112 0,24 13 091 −0,86
2026-04-22 13F Investment Advisory Group, LLC 15 781 0,11 1 720 −0,98
2026-05-15 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6 301 4,70 687 3,47
2026-04-20 13F Cherrydale Wealth Management, Llc 6 549 714
2026-05-04 13F Mml Investors Services, Llc 995 764 −2,90 108 528 −3,95
2026-05-15 13F Fairview Capital Investment Management, Llc 38 523 −2,68 4 199 −3,74
2026-05-15 13F Schonfeld Strategic Advisors LLC Call 200 000 21 798
2026-05-15 13F Schonfeld Strategic Advisors LLC 120 179 13 098
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 28 989 −7,73 3 160 −8,73
2026-05-05 13F Net Worth Advisory Group 105 578 1,39 11 507 0,29
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 −100,00 0 −100,00
2026-04-22 13F Caldwell Trust Co 3 601 0,00 392 −1,01
2026-04-22 13F M3 Advisory Group, LLC 5 065 0,90 552 −0,18
2026-05-14 13F Traynor Capital Management, Inc. 6 845 −2,48 741 −4,14
2026-05-14 13F Insight Wealth Partners, LLC 139 708 3,45 15 227 2,32
2026-05-13 13F Picton Mahoney Asset Management Put 5 000 000 0,00 544 950 −1,09
2026-05-11 13F Collier Financial 33 0,00 4 0,00
2026-05-13 13F Picton Mahoney Asset Management Call 2 500 000 −50,00 272 475 −50,54
2026-05-13 13F Transmarket Holdings LP 27 677 3 017
2026-05-13 13F Picton Mahoney Asset Management 2 220 −31,06 242 −31,92
2026-05-12 13F First American Trust, Fsb 84 657 −29,90 9 227 −30,66
2026-05-15 13F Brasada Capital Management, Lp 17 409 −0,38 1 897 −1,51
2026-04-27 13F Wbh Advisory Inc 82 589 17,05 8 974 15,44
2026-04-15 13F Steinberganna Wealth Management 3 914 −1,49 427 −2,52
2026-05-06 13F Eq Llc 0 −100,00 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 13 712 −1,59 1 495 −2,67
2026-05-13 13F Lighthouse Financial LLC 154 747 79,66 16 866 77,71
2026-05-15 13F Squarepoint Ops LLC Call 0 −100,00 0
2026-04-27 13F Revisor Wealth Management LLC 1 945 0,10 212 −1,40
2026-04-13 13F Winthrop Advisory Group LLC 2 779 −0,47 303 −1,63
2026-04-28 13F Whittier Trust Co 1 283 0,00 140 −1,42
2026-05-14 13F Ieq Capital, Llc 8 781 −60,37 957 −60,79
2026-05-11 13F Daymark Wealth Partners, Llc 2 642 −6,18 288 −7,42
2026-05-13 13F Brinker Capital Investments, LLC 13 065 −56,21 1 424 −56,71
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 172 0,00 19 0,00
2026-05-08 13F Valeo Financial Advisors, LLC 2 885 38,50 314 37,12
2026-04-08 13F Lakeridge Wealth Management LLC 16 392 −8,89 1 787 −9,89
2026-04-27 13F Rochester Wealth Strategies, LLC 56 141 11,82 6 119 10,59
2026-05-07 13F Northwestern Mutual Wealth Management Co 688 048 6,90 74 990 5,73
2026-05-04 13F Providence First Trust Co 134 227 −1,40 14 629 −2,47
2026-04-13 13F LexAurum Advisors, LLC 16 969 −2,19 1 849 −4,35
2026-04-28 13F Mokosak Advisory Group, LLC 32 870 3,39 3 583 2,26
2026-05-12 13F Baker Avenue Asset Management, LP 33 223 6,75 3 621 5,57
2026-05-15 13F Millennium Management Llc Call 2 984 400 325 270
2026-04-14 13F USA Financial Portformulas Corp 128 238 −45,07 13 977 −45,67
2026-05-15 13F Millennium Management Llc 319 446 −67,59 34 816 −67,95
2026-05-15 13F GLOBALT Investments LLC / GA 4 866 0,54 530 −0,56
2026-05-06 13F Quadrant Private Wealth Management, LLC 4 699 14,61 512 13,53
2026-05-15 13F Millennium Management Llc Put 2 775 000 11,00 302 447 9,79
2026-05-11 13F Wells Fargo & Company/mn Call 2 049 900 −18,00 223 419 −18,89
2026-05-13 13F Hudson Bay Capital Management LP 125 000 −24,24 13 624 −25,07
2026-04-14 13F New Capital Management LP 25 699 2 801
2026-04-30 13F First Horizon Corp 232 0,00 25 0,00
2026-05-15 13F Catherine Avery Investment Management LLC 0 −100,00 0
2026-04-21 13F HCR Wealth Advisors 3 392 −11,02 370 −12,14
2026-05-15 13F Silver Grove Financial Group, Inc. 0 0
2026-05-04 13F Avantax Planning Partners, Inc. 3 748 −3,85 408 −4,90
2026-05-11 13F Wells Fargo & Company/mn 5 247 824 18,94 571 960 17,64
2026-05-15 13F Clark Capital Management Group, Inc. 211 541 −26,85 23 056 −27,65
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 1 645 0,00 179 −1,10
2026-04-22 13F Wealth Advisory Solutions, LLC 10 796 3,03 1 177 1,91
2026-05-08 13F Grand Wealth Management, Llc 0 −100,00 0
2026-05-07 13F Hollencrest Capital Management 7 412 0,00 808 −1,10
2026-04-22 13F KG&L Capital Management,LLC 20 648 −20,99 2 250 −21,85
2026-05-15 13F EFG International AG 97 065 0,55 10 579 −0,30
2026-05-08 13F Moors & Cabot, Inc. 9 625 0,93 1 049 −0,10
2026-04-15 13F ERTS Wealth Advisors, LLC 35 715 21,65 3 893 20,31
2026-05-06 13F CNB Bank 3 031 9,94 330 8,91
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 835 038 2,02 91 011 0,91
2026-04-29 13F United Asset Strategies, Inc. 2 620 0,27 286 −0,70
2026-05-15 13F Squarepoint Ops LLC Put 0 −100,00 0
2026-04-16 13F Aurora Private Wealth, Inc. 19 115 −14,78 2 0,00
2026-04-16 13F Intergy Private Wealth, LLC 12 593 6,78 1 372 5,62
2026-05-14 13F Capital Analysts, Inc. 14 092 −5,92 2 0,00
2026-02-09 13F Quest Partners LLC 0 −100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 5 321 3,00 580 1,76
2026-05-14 13F Risk Paradigm Group, LLC 2 262 −0,09 247 −1,20
2026-04-08 13F Afg Fiduciary Services Limited Partnership 5 000 0,00 545 −1,09
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-04-28 13F Westfuller Advisors, LLC 1 630 5,98 178 4,73
2026-05-04 13F AMG National Trust Bank 31 379 6,16 3 420 5,00
2026-04-23 13F Powell Investment Advisors, LLC 1 235 −6,23 135 −7,59
2026-04-08 13F Archer Investment Management, LLC 0 −100,00 0
2026-04-24 13F United Community Bank 141 15
2026-05-12 13F Pacific Center for Financial Services 231 −12,83 25 −13,79
2026-02-04 13F Ground Swell Capital, LLC 0 −100,00 0
2026-05-12 13F Operose Advisors LLC 2 663 0,11 290 −1,02
2026-05-11 13F Founders Financial Alliance, LLC 7 829 −1,05 853 −2,07
2026-05-14 13F Financial Engines Advisors L.L.C. 10 913 210 −1,26 1 189 431 −2,34
2026-04-13 13F Massmutual Trust Co Fsb/adv 260 −25,71 28 −26,32
2026-05-11 13F Wells Fargo & Company/mn Put 1 779 900 36,92 193 991 35,42
2026-05-05 13F Regions Financial Corp 22 042 −3,20 2 402 −4,26
2026-04-23 13F Oppenheimer & Co Inc 196 572 5,30 21 424 4,16
2026-05-12 13F Advyzon Investment Management, LLC 5 989 34,55 653 33,06
2026-04-13 13F Neumann Capital Management, LLC 5 113 2,30 557 1,27
2026-05-01 13F Hohimer Wealth Management, Llc 6 605 −6,97 720 −8,06
2026-05-14 13F Loomis Sayles & Co L P 42 876 4,84 4 673 3,71
2026-04-09 13F Life Line Wealth Management Llc 3 938 2,29 429 1,18
2026-05-05 13F PFG Advisors 6 121 51,77 667 50,23
2026-04-06 13F Rosenberg Matthew Hamilton 636 0,00 69 −1,43
2026-02-17 13F Polar Asset Management Partners Inc. Put 0 −100,00 0
2026-05-13 13F RiverGlades Family Offices LLC 1 926 −1,03 210 −3,24
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-04-29 13F Investment House Llc 7 594 5,99 828 4,82
2026-05-01 13F International Assets Investment Management, Llc 1 872 −43,46 203 −44,23
2026-02-06 13F Forefront Wealth Partners, LLC 0 −100,00 0
2026-05-08 13F Stonebridge Financial Planning Group, LLC 12 645 6,88 1 378 5,76
2026-02-18 13F Financial Advisory Service, Inc. 55 1,85 6 0,00
2026-05-12 13F/A Bellecapital International Ltd. 9 173 0,00 1 000 −1,09
2026-04-28 13F Interactive Financial Advisors 14 866 −2,94 1 620 −3,97
2026-04-30 13F Titleist Asset Management, Llc 9 172 35,64 1 000 34,09
2026-04-07 13F Park Avenue Securities Llc 304 105 −28,67 33 −28,26
2026-04-17 13F Cidel Asset Management Inc 4 726 −8,73 515 −9,65
2026-05-15 13F New England Asset Management Inc 25 000 0,00 2 725 −1,09
2026-02-03 13F Alpha Cubed Investments, LLC 225 865 3,52 24 888 2,33
2026-04-07 13F Farther Finance Advisors, LLC 726 716 53,70 78 966 51,57
2026-04-24 13F Root Financial Partners, LLC 1 073 −6,94 117 −8,66
2026-02-17 13F SIH Partners, LLLP 0 −100,00 0
2026-04-22 13F Union Bancaire Privee, UBP SA 29 704 0,00 3 146 −2,72
2026-05-14 13F Spahn Wealth & Retirement LLC 0 −100,00 0
2026-05-15 13F BlueCrest Capital Management Ltd 0 −100,00 0
2026-05-06 13F Intentional Wealth Strategies, LLC 560 61
2026-04-21 13F Chapin Davis, Inc. 2 234 0,04 244 −1,22
2026-04-29 13F Frank, Rimerman Advisors LLC 28 070 −3,16 3 059 −4,20
2026-05-08 13F Vontobel Holding Ltd. 60 083 0,48 6 548 −0,62
2026-02-17 13F Bank Of America Corp /de/ Call 0 −100,00 0 −100,00
2026-05-08 13F Walleye Trading LLC 7 160 780
2026-02-25 13F Mariner Investment Group Llc 0 −100,00 0
2026-05-07 13F Nyl Investors Llc 265 872 0,42 28 977 −0,67
2026-05-08 13F Walleye Trading LLC Put 16 100 42,48 1 755 40,88
2026-05-08 13F Zions Bancorporation, National Association /ut/ 679 0,00 74 0,00
2026-05-11 13F Thompson Siegel & Walmsley Llc 2 052 0,00 0
2026-02-20 13F Talisman Wealth Advisors LLC 0 −100,00 0 −100,00
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2 943 −4,35 321 −5,60
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 2 784 −6,67 303 −7,62
2026-05-11 13F Mufg Securities Americas Inc. 0 −100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 129 729 −9,61 14 139 −10,59
2026-05-14 13F Rialto Wealth Management, LLC 0 −100,00 0
2026-02-02 13F Pachira Investments Inc. 0 −100,00 0
2026-04-07 13F Central Pacific Bank - Trust Division 79 960 0,00 8 715 −1,09
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 9 900 32,89 1 079 31,59
2026-05-05 13F Advisors Preferred, LLC 0 −100,00 0
2026-05-06 13F Sentinus, LLC 109 138 22,36 11 895 21,02
2026-04-08 13F RDA Financial Network 7 506 37,52 818 36,11
2026-05-14 13F Renaissance Technologies Llc 92 000 10 027
2026-05-15 13F Jain Global LLC 0 −100,00 0
2026-04-21 13F BankPlus Wealth Management LLC 32 518 29,80 3 544 28,41
2026-05-15 13F Jain Global LLC Call 0 −100,00 0
2026-05-15 13F Jain Global LLC Put 0 −100,00 0
2026-05-04 13F Sigma Planning Corp 341 308 2,53 37 199 1,28
2026-05-07 13F Burk Holdings LLC 20 2
2026-05-13 13F/A Walleye Capital LLC Call 42 200 −97,90 4 599 −97,92
2026-05-13 13F Alesco Advisors Llc 5 300 0,00 578 −1,20
2026-05-15 13F Cohen & Steers, Inc. 1 −99,98 0
2026-05-06 13F MTM Investment Management, LLC 4 0,00 0
2026-05-13 13F/A Walleye Capital LLC Put 15 800 −98,51 1 722 −98,53
2026-04-21 13F Lewis Asset Management, LLC 5 717 −7,22 623 −8,11
2026-04-15 13F Fifth Third Securities, Inc. 28 454 −6,30 3 101 −7,32
2026-05-08 13F Bokf, Na 311 −83,05 34 −83,66
2026-05-15 13F Glen Eagle Advisors, LLC 3 529 129,45 385 127,22
2026-05-11 13F Marin Bay Wealth Advisors, LLC 10 934 11
2026-05-05 13F Capital Investment Advisory Services, LLC 1 575 −35,37 172 −36,19
2026-05-12 13F Warwick Investment Management, Inc. 13 409 −7,25 1 461 −8,23
2026-05-13 13F Transcend Wealth Collective, Llc 3 476 −8,45 379 −9,57
2026-04-10 13F Summit Financial Consulting LLC 204 293 3,40 22 266 2,27
2026-04-17 13F Webster Bank, N. A. 1 187 0,00 129 −0,77
2026-04-28 13F SBI Securities Co., Ltd. 44 962 −11,56 4 900 −12,53
2026-05-18 13F Chesapeake Wealth Management 74 943 2,50 8 168 1,39
2026-05-14 13F Proficio Capital Partners LLC 4 086 0,00 445 −1,11
2026-05-07 13F Avidian Wealth Solutions, LLC 4 001 −1,70 436 −2,68
2026-05-14 13F VestGen Advisors, LLC 13 118 91,73 1 424 89,11
2026-04-24 13F Private Advisor Group, LLC 82 740 5,43 9 018 4,28
2026-05-14 13F Orleans Capital Management Corp/la 7 335 0,00 799 −1,11
2026-05-15 13F Mission Wealth Management, Lp 3 103 −0,96 338 −2,03
2026-02-05 13F Center for Financial Planning, Inc. 183 63,39 20 66,67
2026-04-28 13F WESPAC Advisors, LLC 7 192 160,67 784 157,57
2026-04-10 13F Magnus Financial Group LLC 2 500 −74,01 272 −74,32
2026-02-17 13F MGB Wealth Management, LLC 0 −100,00 0
2026-04-13 13F Mather Group, Llc. 278 30
2026-04-16 13F Freedom Financial Partners LLC 15 988 0,01 1 743 −1,02
2026-05-11 13F Empower Annuity Insurance Co 2 456 850 0,00 267 772 −1,09
2026-05-12 13F Aspiriant, Llc 10 651 −1,54 1 161 −2,68
2026-05-18 13F Arkadios Wealth Advisors 5 798 −6,06 632 −7,21
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 59 0,00 6 0,00
2026-04-30 13F Hsbc Holdings Plc 914 723 459,73 100 526 420,86
2026-04-21 13F Paradigm Financial Partners, Llc 0 −100,00 0
2026-05-12 13F Curio Wealth, Llc 0 −100,00 0
2026-05-01 13F Abound Financial, Llc 0 −100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 85 363 −49,80 9 315 −50,42
2026-05-15 13F 1607 Capital Partners, LLC 60 310 0,00 6 573 −1,08
2026-04-29 13F Nilsine Partners, LLC 0 −100,00 0
2026-05-15 13F 10Elms LLP 5 476 −13,16 597 −14,12
2026-04-17 13F Mezzasalma Advisors, LLC 3 386 0,00 369 −1,07
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 1 035 759 0,60 112 887 −0,49
2026-05-14 13F Empower Advisory Group, LLC 4 887 533
2026-04-24 13F Keystone Global Partners, LLC 57 084 2,32 6 222 1,20
2026-05-05 13F Caldwell Securities, Inc 0 −100,00 0 −100,00
2026-04-16 13F Quotient Wealth Partners, LLC 2 294 −27,86 250 −28,57
2026-05-13 13F/A Jpmorgan Chase & Co 1 625 304 −58,67 176 037 −59,37
2026-05-12 13F Prostatis Group LLC 2 849 0,85 311 −0,32
2026-05-12 13F Disciplined Investments, LLC 12 565 −0,17 1 370 −1,23
2026-05-04 13F Arrow Investment Advisors, LLC 10 860 0,00 1 184 −1,09
2026-01-26 13F Cornerstone Wealth Group, LLC 0 −100,00 0
2026-05-15 13F Two Sigma Securities, Llc 6 608 720
2026-05-01 13F Harwood Advisory Group, LLC 86 2,38 9 0,00
2026-05-11 13F OpenArc Corporate Advisory, LLC 6 075 156,55 662 154,62
2026-05-11 13F Elevated Financial Group LLC 2 842 4,95 310 3,69
2026-05-07 13F NWK Group, Inc. 41 0,00 4 0,00
2026-02-12 13F CIBC Private Wealth Group, LLC 215 543 −13,56 23 751 −14,55
2026-01-22 13F Trium Capital LLP Put 0 −100,00 0 −100,00
2026-04-27 13F Turn8 Private Wealth Inc. 58 063 39,80 6 328 38,29
2026-04-23 13F Harbor Investment Advisory, Llc 2 600 0,00 283 −1,05
2026-05-13 13F Choate Investment Advisors 0 −100,00 0
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:LQD 108,17 US$
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista