Grundläggande statistik
| Institutionella aktier (lång) | 380 569 383 - 69,79% (ex 13D/G) - change of 7,53MM shares 1,81% MRQ |
| Institutionellt värde (lång) | $ 249 362 801 USD ($1000) |
Institutionellt ägande och aktieägare
Caterpillar Inc. (MX:CAT) har 3810 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 380,569,383 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., State Street Corp, Vanguard Capital Management Llc, State Farm Mutual Automobile Insurance Co, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Fisher Asset Management, LLC, Morgan Stanley, and Bill & Melinda Gates Foundation Trust .
Caterpillar Inc. (BMV:CAT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | North Forty Two & Co. | 550 | 0,00 | 390 | 23,49 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 450 | 0,22 | 319 | 7,80 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 757 | 434 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 322 | 0 | ||||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10 377 | −2,04 | 7 351 | −4,43 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5 547 | 89,51 | 3 930 | 134,43 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | Put | 1 | −99,83 | 2 | −99,71 | |||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 1 299 | 52,29 | 920 | 88,52 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 5 928 | −17,99 | 4 200 | 1,43 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 15 167 | −22,83 | 10 745 | −4,57 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 3 400 | −7,61 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1 320 | 45,86 | 935 | 80,50 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 424 | 1,92 | 300 | 26,05 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 17 375 | −1,13 | 12 309 | 22,28 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 65 100 | −59,44 | 46 121 | −49,84 | |||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 69 188 | 12,35 | 46 178 | 29,60 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 9 250 | −1,36 | 6 553 | 21,98 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 1 952 | 24,09 | 1 383 | 53,56 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 820 | 38,98 | 581 | 72,11 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 2 652 | −8,61 | 1 879 | 13,00 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 57 721 | −4,42 | 40 893 | 18,20 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 2 374 | −3,30 | 2 184 | 55,33 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8 370 | −54,56 | 5 930 | −43,81 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 202 788 | 14,20 | 143 667 | 41,23 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 26 900 | −26,70 | 19 058 | −9,36 | |||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 20 216 | −8,59 | 14 322 | 13,05 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2 394 | −6,19 | 1 696 | 16,08 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 914 | 57,31 | 524 | 88,81 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 096 | −3,40 | 2 902 | 19,43 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 1 479 | 1 048 | ||||||
| 2026-04-22 | 13F | Atwater Malick LLC | 38 021 | −4,15 | 26 936 | 18,54 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 7 692 | 0,54 | 5 449 | 11,50 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 778 | 1,70 | 569 | 29,68 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1 307 | 20,02 | 926 | 48,48 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 9 030 | 4,62 | 6 398 | 29,39 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7 692 | −2,26 | 5 450 | 20,87 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 4 300 | −70,55 | 3 046 | −63,58 | |||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 604 | 0,00 | 428 | 23,41 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 28 417 | 21,24 | 20 132 | 49,94 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 8 800 | 6 234 | |||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 41 441 | −20,48 | 29 359 | −1,66 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 8 662 | −11,62 | 6 137 | 9,30 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 5 145 | 15,00 | 3 645 | 42,23 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 2 946 | 2 087 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 172 700 | −23,21 | 122 351 | −5,04 | |||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 9 663 | −0,41 | 6 846 | 23,17 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 1 252 | −13,30 | 887 | 7,13 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 1 762 | −31,04 | 1 248 | −14,70 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 64 | 45 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 95 800 | −42,94 | 67 870 | −29,44 | |||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 5 617 | 0,55 | 5 008 | 56,50 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 24 417 | 4,24 | 17 299 | 28,92 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 1 500 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 1 306 | −9,05 | 925 | 12,53 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | Put | 15 000 | 0,00 | 10 627 | 23,66 | |||
| 2026-05-15 | 13F | Amundi | 2 217 637 | 29,37 | 1 571 107 | 59,99 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 400 | −5,88 | 283 | 16,46 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 170 169 | −15,27 | 120 558 | 4,78 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 7 230 | −4,40 | 5 | 25,00 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2 464 | −16,70 | 1 746 | 3,01 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 3 940 | 418,42 | 2 791 | 541,61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | Call | 1 | 25 | |||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 899 | −14,22 | 640 | 4,41 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 48 186 | −11,31 | 34 138 | 9,68 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 25 382 | 17 982 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 155 806 | −4,04 | 110 382 | 18,68 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 6 | 4 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1 883 | 0,00 | 1 334 | 23,65 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 7 811 | −28,87 | 5 534 | −12,05 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 31 594 | 1,83 | 22 383 | 25,94 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 362 | 207 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 7 366 | 66,09 | 5 218 | 105,43 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 13 207 | −3,30 | 9 306 | 18,90 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 601 | 7,32 | 426 | 32,81 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 630 | 18,87 | 446 | 47,19 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 366 | 0,00 | 259 | 23,92 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 219 | 0,00 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 67 529 | 0,29 | 47 842 | 24,03 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 51 812 | −39,34 | 29 682 | −27,17 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 2 282 | −4,72 | 1 617 | 17,78 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1 663 | −43,68 | 1 178 | −30,34 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 92 194 | −8,49 | 65 316 | 13,17 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 129 | 0,00 | 74 | 19,67 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 286 | 203 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 816 | −4,34 | 578 | 18,44 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 84 | −26,96 | 60 | −9,23 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 14 965 | 9,18 | 9 988 | 27,20 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 761 | 2,42 | 539 | 26,82 | ||||
| 2026-02-12 | 13F | Andra AP-fonden | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 8 940 | −5,83 | 6 334 | 16,46 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 670 | 0,24 | 1 183 | 23,90 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 367 | 3,67 | 260 | 28,71 | ||||
| 2026-05-07 | 13F | First National Trust Co | 40 983 | −5,67 | 29 035 | 16,65 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 32 090 | 43,17 | 22 734 | 77,06 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 4 000 | 33,33 | 2 834 | 64,90 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 318 | 225 | ||||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 632 | 0,00 | 448 | 23,48 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 423 | 0,00 | 300 | 23,55 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 656 | −1,50 | 465 | 21,78 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2 295 | 1 626 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 400 | 0,00 | 283 | 23,58 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 9 934 | 29,16 | 7 038 | 59,74 | ||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 9 311 | 116,69 | 6 596 | 168,02 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 377 | −21,29 | 267 | −2,55 | ||||
| 2026-05-13 | 13F | State of Wyoming | 274 | −0,36 | 194 | 23,57 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 4 722 | 3,28 | 3 345 | 27,72 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 46 888 | 3,26 | 33 219 | 27,70 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 4 487 | 6,48 | 3 179 | 31,65 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1 267 | −5,09 | 898 | 17,41 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 341 | 0 | ||||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 2 799 | 1,78 | 1 983 | 25,90 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 183 | 9,13 | 838 | 34,94 | ||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 53 865 | 104,74 | 38 161 | 153,21 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 112 369 | 1 472,47 | 79 609 | 1 844,98 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 343 | 243 | ||||||
| 2026-04-24 | 13F | Optas, LLC | 1 792 | 4,13 | 1 270 | 28,83 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4 393 | −8,57 | 3 113 | 13,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 37 468 | 250,10 | 26 545 | 333,02 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 12 396 | −2,41 | 10 026 | 24,13 | ||||
| 2026-02-17 | 13F/A | Militia Capital Partners, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 7 110 | −15,80 | 5 037 | 4,13 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 2 014 | 3,02 | 1 427 | 27,44 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1 088 | −10,38 | 771 | 10,79 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 973 | −42,01 | 689 | −28,30 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 172 | 0,00 | 122 | 23,47 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 1 133 | 21,70 | 803 | 50,47 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 23 700 | −0,84 | 16 791 | 22,64 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 427 | 0,00 | 303 | 23,77 | ||||
| 2026-05-15 | 13F | Family Management Corp | 5 838 | −0,87 | 4 136 | 22,59 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 24 651 | −18,68 | 17 464 | 0,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9 306 | −8,78 | 5 332 | 9,53 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18 663 | −0,21 | 13 222 | 23,42 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 876 | 2,85 | 1 329 | 27,18 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 391 | 277 | ||||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 5 131 | 27,26 | 3 635 | 57,38 | ||||
| 2026-04-29 | 13F | Invested Advisors | 641 | 4,23 | 454 | 28,98 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 88 | 1,15 | 62 | 26,53 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2 649 | 11,73 | 1 877 | 38,14 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 398 | −1,97 | 282 | 21,12 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 873 | −3,11 | 618 | 19,77 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 123 100 | 2,58 | 87 211 | 26,86 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 39 000 | −82,38 | 27 630 | −78,22 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 5 794 | −75,86 | 4 105 | −70,15 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | 2 538 | 414,81 | 1 798 | 537,59 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 15 300 | 188,68 | 10 839 | 257,02 | |||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 14 400 | 157,14 | 10 202 | 217,99 | |||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7 008 | 93,64 | 4 964 | 139,58 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 3 849 600 | 26,98 | 2 727 288 | 57,03 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 110 | 0,00 | 81 | 26,98 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1 662 | 3,62 | 1 178 | 28,21 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 666 | 1,37 | 472 | 25,27 | ||||
| 2026-05-13 | 13F | Capital International Ltd /ca/ | 16 168 | 11 454 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7 781 | −1,98 | 5 512 | 21,20 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 3 038 | 0,66 | 2 152 | 24,54 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 8 753 | −14,14 | 6 201 | 6,16 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2 022 | −34,33 | 1 432 | −18,77 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2 035 | −0,83 | 1 442 | 22,64 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 914 | 648 | ||||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 636 | −26,56 | 451 | −9,27 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 20 533 | 111,09 | 14 547 | 156,45 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 2 670 | −1,62 | 1 892 | 21,69 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 7 518 | −9,43 | 5 326 | 12,01 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1 099 | −3,34 | 779 | 19,51 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 23 957 | −3,01 | 17 | 14,29 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 1 171 | 830 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 474 | 1,50 | 336 | 25,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 12 368 | −20,08 | 8 762 | −1,16 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 231 639 | 34,12 | 164 107 | 65,87 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 1 214 | 0,00 | 860 | 23,74 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 601 | −1,96 | 426 | 21,08 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 4 724 | −7,79 | 3 347 | 14,04 | ||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 11 462 | −4,24 | 8 120 | 18,42 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 229 052 | 14,25 | 162 | 42,11 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 4 117 | −10,83 | 2 917 | 10,29 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2 965 | −0,94 | 2 101 | 22,52 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-05 | 13F | SOUTH STATE Corp | 3 703 | −3,74 | 2 624 | 19,01 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 350 | 0,00 | 248 | 23,50 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 396 | 5,88 | 281 | 30,84 | ||||
| 2026-02-04 | 13F | Western Pacific Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 95 392 | −13,09 | 67 581 | 7,48 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4 506 | 2,34 | 3 192 | 26,57 | ||||
| 2026-05-08 | 13F | Searle & Co. | 19 675 | −3,44 | 13 939 | 19,41 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 5 076 | −22,81 | 3 596 | −4,54 | ||||
| 2026-02-13 | 13F | Neo Ivy Capital Management | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 1 425 | 1 183 | ||||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 495 | −4,26 | 351 | 18,24 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 650 | 0,00 | 460 | 23,66 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 550 | 0,18 | 390 | 23,89 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 5 582 018 | −6,87 | 3 955 | 15,18 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 2 816 | 7,65 | 1 995 | 33,18 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 1 095 | 776 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | Put | 1 000 | 708 | |||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 3 023 | −20,47 | 2 142 | −1,65 | ||||
| 2026-02-13 | 13F | Sienna Gestion | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 4 876 | 0,02 | 3 454 | 23,71 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 7 211 | 5 109 | ||||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 978 | 2,09 | 693 | 26,28 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 193 | 0,52 | 136 | 23,64 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 518 | 0,00 | 367 | 23,65 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 14 888 | −0,43 | 10 548 | 23,13 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 288 | 7,46 | 204 | 33,33 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 180 | 0,00 | 128 | 23,30 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 406 | −19,60 | 288 | −0,69 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 389 | 276 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 30 134 | 5,22 | 21 349 | 30,13 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 009 | 715 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 1 375 | −4,84 | 974 | 17,78 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 50 | −70,41 | 35 | −63,54 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 347 | 246 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 157 | 820 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 6 800 | 0,00 | 4 818 | 23,67 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 326 | 0,62 | 240 | 5,75 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10 611 | −1,39 | 7 517 | 21,95 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 485 | 278 | ||||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 1 208 | −52,23 | 856 | −40,95 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 298 | 0,00 | 238 | 23,44 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 441 | −34,96 | 312 | −19,59 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 5 462 | −98,94 | 3 626 | −66,56 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 350 | 0,00 | 248 | 23,50 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 781 | −16,20 | 553 | 3,75 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 7 274 | −7,58 | 5 781 | 13,80 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 24 547 | −10,19 | 17 391 | 11,07 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 341 | −4,21 | 241 | 18,72 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 564 | −96,81 | 400 | −96,06 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 578 | 0,17 | 422 | 27,88 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 319 517 | 10,45 | 226 365 | 35,25 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 685 | −43,25 | 485 | −29,81 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1 164 | 1,13 | 825 | 25,04 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 1 313 890 | −2,85 | 930 839 | 20,14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 63 | 0,00 | 45 | 22,22 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 354 | 0,00 | 251 | 23,76 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 567 | 0,53 | 402 | 24,15 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 215 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 548 | −9,27 | 388 | 12,14 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 436 | 0,00 | 309 | 23,69 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 855 | −1,61 | 606 | 21,73 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | Call | 0 | −100,00 | 0 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 24 236 | −0,44 | 17 170 | 23,13 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2 975 | 0,00 | 2 108 | 23,65 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 11 099 | −4,48 | 7 863 | 18,13 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 1 493 | 46,52 | 1 058 | 81,30 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 895 | 0,00 | 634 | 23,83 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 1 | ||||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 384 | 0,00 | 272 | 23,64 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 5 595 | 0,50 | 3 964 | 24,31 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 1 600 | 0,00 | 1 134 | 23,66 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 1 185 | 0,00 | 840 | 23,75 | ||||
| 2026-02-17 | 13F | Atom Investors LP | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 165 199 | −0,36 | 117 037 | 7,39 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 37 | 0,00 | 26 | 23,81 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 331 | 234 | ||||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 315 | 223 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 328 | 232 | ||||||
| 2026-05-15 | 13F | Hel Ved Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 615 | 436 | ||||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 20 766 | 1 739,33 | 14 712 | 2 177,24 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 1 215 | 10,45 | 861 | 36,51 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 659 | −21,55 | 467 | −3,12 | ||||
| 2026-05-11 | 13F | Boston Partners | 1 915 | 0,16 | 1 357 | 23,93 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 825 | −1,20 | 585 | 22,18 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 1 418 | 0,00 | 1 005 | 23,65 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 935 | 4,24 | 662 | 29,04 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1 271 | −5,29 | 900 | 17,04 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 153 069 | −40,38 | 108 443 | −26,27 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 15 425 | −3,19 | 10 928 | 18,77 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1 491 | −12,60 | 1 056 | 8,09 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 320 | 227 | ||||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 3 207 | 1,01 | 2 272 | 24,97 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 28 129 | −17,45 | 19 928 | 1,58 | ||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 579 | 0,00 | 410 | 23,87 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 163 869 | 675,60 | 116 | 866,67 | ||||
| 2026-04-07 | 13F | Eastern Bank | 14 356 | −3,32 | 10 171 | 19,56 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 142 | 0,00 | 101 | 23,46 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1 297 | 14,58 | 919 | 41,67 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 6 300 | −37,00 | 4 463 | −22,08 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1 326 | 12,66 | 939 | 39,32 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 374 | 265 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 448 | 2,28 | 317 | 26,80 | ||||
| 2026-05-14 | 13F | New Paradigm Capital Management, LLC | 1 100 | 779 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11 684 | −1,96 | 6 693 | 17,71 | ||||
| 2026-05-18 | 13F | Cim, Llc | 347 | 246 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 506 | 2,64 | 358 | 26,95 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 2 560 | −14,58 | 1 813 | 5,65 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 033 | 6,22 | 1 441 | 31,27 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 792 | 0,00 | 454 | 20,16 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 1 371 | 1,33 | 972 | 25,29 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5 165 | −0,29 | 3 659 | 23,32 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 1 807 | −10,28 | 1 280 | 11,01 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 3 878 | −0,92 | 2 747 | 8,45 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 5 344 | −0,22 | 3 786 | 23,40 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1 136 | 3,18 | 1 053 | 66,98 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 2 862 | 10,93 | 2 028 | 37,24 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 836 | 0,00 | 664 | 28,68 | ||||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 19 250 | 13 638 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 11 356 | 19,57 | 8 045 | 47,87 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 553 | 20,25 | 1 809 | 48,68 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 8 337 | −6,02 | 5 907 | 16,24 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 1 012 | 0,20 | 885 | 26,97 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1 318 | −21,83 | 934 | −3,32 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1 476 | 8,05 | 1 046 | 33,63 | ||||
| 2026-05-15 | 13F | Caption Management, LLC | 4 400 | 83,33 | 3 117 | 126,86 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 2 757 | 0,25 | 1 953 | 24,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 272 | 13,43 | 1 302 | 36,09 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 473 | −17,45 | 335 | 2,13 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1 792 | −4,73 | 1 270 | 17,83 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 1 262 | −0,08 | 894 | 23,65 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 56 155 | −5,15 | 39 783 | 17,30 | ||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 248 917 | −1,27 | 176 348 | 22,10 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 5 319 | 0,32 | 3 768 | 24,07 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 465 | −21,85 | 329 | −3,24 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 400 | −1,48 | 283 | 21,98 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1 275 | 1,03 | 903 | 25,07 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 1 389 | −2,80 | 984 | 20,29 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Put | 50 100 | −3,28 | 33 438 | 12,68 | |||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 940 579 | 13,09 | 1 962 631 | 31,75 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Call | 660 800 | 435,93 | 441 038 | 524,40 | |||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 286 | 3,62 | 203 | −2,42 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1 459 | 1 034 | ||||||
| 2026-05-08 | 13F | Private Management Group Inc | 632 | −7,60 | 448 | 14,32 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 37 800 | 0,37 | 26 780 | 24,13 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 364 | 4,00 | 209 | 24,55 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 41 486 | 8,54 | 29 391 | 34,24 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 822 | −1,71 | 1 999 | 21,59 | ||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 558 | 395 | ||||||
| 2026-04-27 | 13F | Platform Technology Partners | 2 527 | 12,36 | 1 791 | 38,98 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 19 363 | 3 111,11 | 13 718 | 3 875,94 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 658 | 0,30 | 507 | 13,96 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 507 | 0,00 | 359 | 23,79 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 368 | −62,60 | 261 | −53,72 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 4 558 | −0,37 | 3 229 | 23,24 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 6 354 | −4,88 | 4 502 | 17,64 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 11 734 | 0,00 | 8 313 | 23,67 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 3 078 | 21,42 | 2 181 | 50,14 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 1 369 | 99,27 | 970 | 146,56 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 1 443 | 57,02 | 1 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 12 176 | −2,23 | 8 626 | 20,91 | ||||
| 2026-05-12 | 13F | Titan Investment Solutions Ltd | 2 015 | 0,00 | 1 428 | 23,66 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 3 531 | −14,00 | 2 502 | 6,34 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 1 063 | −2,30 | 753 | 20,87 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 420 | 0,24 | 298 | 23,75 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1 130 | 25,84 | 801 | 55,64 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 295 | 239 | ||||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 810 | 0,00 | 573 | 23,76 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 1 731 | 2,49 | 1 226 | 26,78 | ||||
| 2026-05-14 | 13F | Laurion Capital Management LP | Put | 40 000 | 20,85 | 28 338 | 49,45 | |||
| 2026-05-15 | 13F | Cerity Partners LLC | 275 414 | 1,66 | 195 152 | 25,69 | ||||
| 2026-05-14 | 13F | Laurion Capital Management LP | Call | 10 800 | −58,78 | 7 651 | −49,02 | |||
| 2026-05-14 | 13F | Laurion Capital Management LP | 14 499 | 10 272 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | Put | 1 000 | 708 | |||||
| 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 | 3 541 | −1,12 | 2 509 | 22,28 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 453 | 0,23 | 2 793 | 29,43 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 727 | 0,00 | 515 | 23,80 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4 361 | 5,88 | 3 089 | 30,95 | ||||
| 2026-04-28 | 13F | Unison Asset Management LLC | 606 | 0,00 | 429 | 23,63 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 25 | 0,00 | 18 | 21,43 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 2 643 | 0,00 | 1 872 | 23,65 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2 878 | 0,35 | 2 039 | 24,12 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 36 156 | 7,35 | 25 615 | 32,76 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 445 | 6,21 | 315 | 31,38 | ||||
| 2026-02-17 | 13F | Waverton Investment Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 441 | 0,00 | 313 | 23,81 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 998 | −12,22 | 3 541 | 8,55 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 15 856 | −1,22 | 11 233 | 22,16 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 1 360 | 22,19 | 964 | 51,18 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4 076 | 6,84 | 2 888 | 32,13 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 1 791 | 0,00 | 1 269 | 23,59 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 33 519 | −9,57 | 23 747 | 11,84 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5 170 | 4,57 | 3 663 | 29,31 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 472 | −89,08 | 334 | −86,51 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 27 304 | 10 524,12 | 19 344 | 13 059,18 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | Put | 12 400 | −76,38 | 8 785 | −70,79 | |||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | Call | 20 500 | −42,25 | 14 523 | −28,58 | |||
| 2026-04-14 | 13F | Affiance Financial, LLC | 555 | 9,25 | 393 | 35,05 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 345 | −9,21 | 244 | 12,44 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 236 149 | 14,54 | 167 302 | 41,65 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6 577 | −7,47 | 4 660 | 14,44 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 572 | 30,00 | 405 | 60,71 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 882 | −2,69 | 1 333 | 20,42 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 18 570 | −15,54 | 13 156 | 4,45 | ||||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 14 327 | 0,00 | 10 150 | 23,66 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 1 929 | −3,55 | 1 367 | 19,30 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4 616 | 6,98 | 3 270 | 32,28 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 651 | 461 | ||||||
| 2026-05-13 | 13F | Gordian Capital Singapore Pte Ltd | 400 | 3 900,00 | 283 | 5 560,00 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 555 | −2,46 | 393 | 20,55 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1 002 | 0,00 | 715 | 21,39 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 470 | 333 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 1 913 | −1,14 | 1 355 | 22,29 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 9 764 | 7,39 | 6 918 | 32,81 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1 620 | −0,86 | 928 | 19,13 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 276 | −13,59 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 344 | 244 | ||||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 89 | −43,67 | 63 | −30,00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 760 | 2,01 | 538 | 26,29 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | Call | 1 000 | 708 | |||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 1 295 | 34,48 | 917 | 66,42 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | Put | 1 200 | 850 | |||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 7 254 | −8,97 | 5 139 | 12,57 | ||||
| 2026-05-11 | 13F | 111 Capital | 429 | −62,20 | 304 | −53,38 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 3 980 | 0,00 | 2 820 | 23,69 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 22 104 | −9,39 | 15 653 | 12,02 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 9 516 | 1,55 | 6 742 | 25,58 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 3 465 | −0,52 | 1 985 | 19,51 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 394 | 0,00 | 279 | 24,00 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 2 846 | 0,00 | 2 016 | 23,68 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 2 409 | 7,26 | 1 707 | 32,66 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 333 | 236 | ||||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2 134 | −5,49 | 1 512 | 16,86 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 46 135 | −0,63 | 32 685 | 22,89 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 772 | −51,14 | 547 | −39,67 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 1 944 | 3,85 | 1 377 | 28,45 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1 437 | −19,94 | 1 019 | −0,97 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 39 682 | −2,97 | 28 113 | 20,00 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4 268 | −17,64 | 3 024 | 1,85 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 17 377 | 9,51 | 12 311 | 35,42 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 2 789 | −2,69 | 2 215 | 34,98 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 809 | −81,79 | 254 | 12 550,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 026 197 | 0,70 | 726 148 | 24,36 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | Put | 100 | 68 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 1 580 | −0,38 | 1 119 | 23,24 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 977 | −0,20 | 692 | 23,57 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 31 | 22 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 99 | 32,00 | 70 | 66,67 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 3 932 | 0,51 | 2 786 | 24,27 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 280 | 0,71 | 935 | 28,30 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 24 885 | −3,80 | 17 630 | 18,96 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28 643 | −0,07 | 20 293 | 23,58 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 31 261 | −9,64 | 22 147 | 10,87 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1 672 | 56,55 | 1 185 | 93,78 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 1 752 | 3,61 | 1 387 | 5,88 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 16 154 | 11 444 | ||||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 529 | 0,19 | 375 | 23,84 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 6 332 | −4,74 | 4 486 | 17,81 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 680 | 0,00 | 482 | 23,65 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1 820 | −21,18 | 1 289 | −2,50 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 13 801 | −0,36 | 9 777 | 23,23 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 414 | 0,00 | 293 | 23,63 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 836 | −0,59 | 592 | 23,08 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1 120 | −11,60 | 793 | 9,38 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 7 363 | −0,23 | 5 216 | 23,40 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 900 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 507 | 22,77 | 1 776 | 51,92 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3 268 | −7,16 | 1 872 | −7,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11 792 | 0,31 | 8 354 | 24,06 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 1 270 | 0,00 | 900 | 23,66 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 3 913 | −10,48 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 132 | 0,62 | 802 | 24,53 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 11 636 | 6,23 | 8 244 | 31,36 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 1 230 | −44,77 | 871 | −31,69 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 88 | 0,00 | 62 | 24,00 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1 398 | 1,45 | 991 | 25,48 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1 587 | −8,85 | 1 107 | 0,55 | ||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 616 | 436 | ||||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 9 468 | 8,29 | 6 708 | 33,93 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 1 124 | 0,00 | 796 | 23,79 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 11 519 | −2,60 | 8 161 | 20,46 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 713 | 0,71 | 505 | 24,69 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1 393 | 6,50 | 987 | 31,78 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 46 385 185 | 0,96 | 26 572 681 | 21,22 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 18 861 | 18,62 | 13 362 | 45,24 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 75 282 | −1,60 | 53 334 | 21,69 | ||||
| 2026-02-13 | 13F/A | Ontario Teachers Pension Plan Board | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 737 | 523 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 316 | 224 | ||||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 357 | −22,22 | 253 | −3,82 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 160 968 | 0,00 | 114 039 | 23,67 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3 896 | 0,00 | 2 760 | 23,71 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2 627 | 71,36 | 1 861 | 111,96 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 2 544 | −12,15 | 1 802 | 8,62 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 517 | 366 | ||||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 4 033 | −24,32 | 2 857 | −6,39 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 894 | −3,56 | 633 | 19,21 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 177 | −5,35 | 125 | 17,92 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 7 729 | −0,91 | 5 476 | 22,54 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 6 568 | 0,21 | 4 653 | 23,95 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 87 | 62 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 628 | −0,32 | 445 | 23,61 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 1 853 | 7,73 | 1 313 | 33,20 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2 798 | 0,00 | 1 982 | 23,72 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 123 200 | −15,03 | 87 | 4,82 | |||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 40 858 | −1,67 | 28 946 | 21,61 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 23 421 | −1,29 | 17 | 23,08 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 960 | 282,34 | 7 056 | 372,86 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 147 900 | 26,74 | 105 | 57,58 | |||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 375 | −4,34 | 266 | 18,30 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 8 792 | 1,09 | 6 229 | 25,03 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 23 186 | 6,81 | 16 426 | 32,09 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 10 | 0,00 | 7 | 40,00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 130 | 23,81 | 92 | 53,33 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2 130 | −1,07 | 1 509 | 22,30 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 1 074 | −0,28 | 761 | 23,38 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 30 | 0,00 | 21 | 23,53 | ||||
| 2026-05-11 | 13F | Saturna Capital CORP | 295 | 209 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 1 753 | −2,12 | 1 242 | 20,96 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 10 195 | −0,44 | 7 223 | 23,12 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Call | 212 000 | 381,82 | 150 194 | 495,86 | |||
| 2026-05-11 | 13F | Citigroup Inc | 1 193 255 | 134,01 | 845 373 | 189,39 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1 630 | 1,24 | 1 155 | 25,16 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2 930 | −0,37 | 2 076 | 23,22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Put | 192 000 | 104,26 | 136 024 | 152,60 | |||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 973 | −26,73 | 689 | −9,34 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 2 918 | −2,73 | 2 067 | 20,31 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6 363 | −14,45 | 4 508 | 5,80 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 10 244 | −7,10 | 7 257 | 14,88 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 4 076 | 6,40 | 2 888 | 31,59 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 441 | −2,65 | 313 | 20,46 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 335 | 237 | ||||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 1 304 | −24,32 | 924 | −6,48 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 12 410 | −3,90 | 8 792 | 18,84 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 14 235 | 193,44 | 10 085 | 262,86 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 1 075 | −10,94 | 762 | 10,13 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 456 | −53,33 | 323 | −42,22 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 2 310 258 | 0,05 | 1 636 725 | 23,73 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 1 647 | 0,73 | 1 167 | 24,57 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 5 398 | −3,07 | 4 730 | 48,24 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 635 | 6,54 | 450 | 31,67 | ||||
| 2026-05-14 | 13F | Aviva Plc | 417 301 | 2,95 | 295 641 | 27,32 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 120 | 29,03 | 85 | 60,38 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 1 799 | −78,50 | 1 275 | −73,41 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 358 | −6,53 | 254 | 15,53 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 20 478 | −4,17 | 14 508 | 18,51 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Bender Robert & Associates | 924 | −2,63 | 655 | 20,44 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 315 | 223 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 1 108 | 0,54 | 785 | 24,25 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 4 788 | −2,05 | 3 392 | 21,14 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 1 614 | −11,07 | 1 143 | 10,01 | ||||
| 2026-04-20 | 13F | Emprise Bank | 4 492 | −3,17 | 3 182 | 19,76 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 10 528 | 170,64 | 7 459 | 234,74 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 7 690 | −20,62 | 5 448 | −1,82 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 4 396 | 0,00 | 3 114 | 23,67 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 67 913 | −2,02 | 48 114 | 21,17 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 319 | 226 | ||||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 2 055 | −0,05 | 1 456 | 23,62 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 571 | 411 | ||||||
| 2026-05-11 | 13F | F/M Investments LLC | 16 856 | −16,42 | 11 942 | 3,36 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 3 528 | −6,74 | 2 499 | 15,32 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 471 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 145 | 0,00 | 103 | 22,89 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 25 056 | −0,43 | 17 751 | 23,14 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2 044 | −3,95 | 1 448 | 18,79 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 74 | 0,00 | 52 | 23,81 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9 783 | −6,36 | 6 931 | 15,81 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 5 906 | 626,45 | 4 185 | 805,84 | ||||
| 2026-05-15 | 13F | Eventide Asset Management, Llc | 11 799 | −2,06 | 7 959 | 14,58 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 47 323 | −14,93 | 33 526 | 5,20 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 15 312 | −2,70 | 11 | 11,11 | ||||
| 2026-05-12 | 13F | Meiji Yasuda America Inc | 10 545 | −15,28 | 7 471 | 4,77 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 3 458 | −4,58 | 2 450 | 18,02 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 464 | 7,66 | 329 | 33,33 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 21 226 | −10,48 | 14 986 | 10,19 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 981 | 0,00 | 695 | 23,89 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6 628 | −17,74 | 4 696 | 1,73 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 29 849 | −9,63 | 21 147 | 11,76 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 688 | 1,33 | 487 | 25,52 | ||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 267 | −65,90 | 189 | −57,81 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 123 525 | −17,05 | 87 512 | 2,59 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 67 383 | −28,97 | 47 738 | −12,15 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 8 455 | 283,62 | 5 990 | 370,91 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 79 | 56 | ||||||
| 2026-04-21 | 13F | Robeco Institutional Asset Management B.V. | 130 991 | 185,41 | 92 802 | 252,96 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 428 | −22,18 | 0 | |||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 379 | 269 | ||||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 430 | 305 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1 204 | 1,78 | 853 | 25,85 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 008 | 9,53 | 5 674 | 35,46 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 375 | 0,00 | 266 | 23,83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 1 957 | −9,27 | 1 386 | 12,23 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 116 396 | −3,46 | 82 | 18,84 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 1 767 | −8,63 | 1 252 | 13,01 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 598 | 1,27 | 1 | |||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 626 721 | 1 860 927 | ||||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 18 770 | −7,58 | 13 298 | 14,29 | ||||
| 2026-04-16 | 13F | Guardian Investment Management | 4 800 | 0,00 | 3 401 | 23,68 | ||||
| 2026-05-15 | 13F | Axa S.a. | 993 | 0,00 | 704 | 23,77 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4 256 | 0,19 | 3 015 | 23,92 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 8 911 | −1,53 | 6 313 | 21,80 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 258 026 | −0,65 | 182 801 | 22,87 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 41 | 0,00 | 29 | 26,09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10 510 | 2,34 | 7 446 | 26,55 | ||||
| 2026-05-15 | 13F | Skandinaviska Enskilda Banken AB (publ) | 924 | −99,21 | 655 | −99,02 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 3 140 603 | 68 427,23 | 3 141 | 19,62 | ||||
| 2026-02-13 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 16 151 | −36,56 | 11 442 | −21,51 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3 679 | −2,65 | 2 607 | 20,43 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 892 | 8,12 | 632 | 33,90 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 646 | 0,00 | 458 | 23,51 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8 202 | −28,15 | 5 811 | −11,15 | ||||
| 2026-05-13 | 13F | Capital International Inc /ca/ | 108 406 | 28,12 | 76 801 | 58,44 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 374 633 | 21,91 | 265 385 | 50,75 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10 499 | −14,20 | 7 438 | 6,11 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 1 301 | −0,08 | 922 | 23,59 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 1 018 | −25,20 | 721 | −7,45 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 1 065 | 0,09 | 754 | 23,81 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 121 318 | −33,51 | 85 949 | −17,77 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 219 | 118,46 | 864 | 170,53 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 487 | −51,83 | 345 | −40,41 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7 677 | 9,86 | 5 533 | 38,23 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 1 916 | −3,52 | 1 357 | 19,35 | ||||
| 2026-05-14 | 13F | Dodge & Cox | 39 994 | −1,79 | 28 334 | 21,45 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 2 338 | 12,57 | 1 656 | 39,28 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 2 945 | 9,89 | 2 086 | 35,90 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1 331 | 6,48 | 943 | 31,56 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 200 | 0,00 | 142 | 23,68 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 66 | −7,04 | 47 | 15,00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 3 008 | 0,20 | 2 131 | 23,97 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1 101 | −0,27 | 780 | 23,26 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 342 | 0,00 | 242 | 24,10 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 8 279 | 0,33 | 5 866 | 24,07 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 1 236 | 0,08 | 876 | 23,76 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Call | 700 | 496 | |||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 6 146 | −3,30 | 4 354 | 19,58 | ||||
| 2026-01-21 | 13F | Touchstone Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 476 | −30,71 | 0 | |||||
| 2026-05-12 | 13F | Awm Capital, Llc | 465 | 1,75 | 330 | 25,57 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 2 001 | 7,35 | 1 146 | 28,91 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 134 | 9,84 | 95 | 35,71 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 24 035 | 33,77 | 17 028 | 65,44 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 535 | −24,86 | 379 | −6,88 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 670 | 0,00 | 475 | 23,76 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 184 | 10,84 | 130 | 36,84 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 9 376 | −2,32 | 6 643 | 20,81 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 1 473 | −47,20 | 1 044 | −34,73 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 24 799 | −28,72 | 18 | |||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 11 127 483 | 4,88 | 7 887 200 | 29,88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 21 699 | 1,98 | 15 373 | 26,11 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 646 | 8,39 | 458 | 34,02 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 2 605 | 1 846 | ||||||
| 2026-05-15 | 13F | Karani Asset Management LLC | 1 732 | 1 227 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 137 | 97 | ||||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 1 064 | 4,11 | 754 | 28,72 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 1 542 | 0,19 | 1 092 | 23,95 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3 900 | 11,05 | 2 763 | 37,34 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 592 | 53,77 | 419 | 90,45 | ||||
| 2026-05-11 | 13F | Schulhoff & Co Inc | 1 152 | −3,44 | 816 | 19,47 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 440 | 0,00 | 312 | 23,41 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2 722 | 227,56 | 1 963 | 312,18 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2 794 | 9,10 | 1 979 | 34,90 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 507 | 0,00 | 359 | 23,79 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 945 | −4,23 | 2 087 | 18,46 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 339 | −10,79 | 240 | 10,60 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 315 208 | −12,33 | 223 312 | 8,42 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2 265 | 4,23 | 1 605 | 28,94 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 1 963 | −2,92 | 1 391 | 20,03 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 559 | 0,54 | 396 | 24,53 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 1 874 | 4,69 | 1 328 | 29,46 | ||||
| 2026-04-17 | 13F | Agp Franklin, Llc | 400 | 0,00 | 283 | 23,58 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 17 186 | −2,38 | 12 175 | 20,72 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 3 544 | −8,35 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 256 | −12,03 | 181 | 9,04 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 95 444 | 7,91 | 67 637 | 33,45 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 218 048 | 154 478 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 111 | −7,50 | 79 | 14,71 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 6 025 | −0,28 | 4 269 | 23,35 | ||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 149 | 37,96 | 106 | 41,89 | ||||
| 2026-05-07 | 13F | Swan Global Investments, LLC | 333 | 236 | ||||||
| 2026-05-11 | 13F | Cigna Investments Inc /new | 4 419 | −1,65 | 3 | 50,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 302 | −1,95 | 214 | 21,59 | ||||
| 2026-02-14 | 13F | BluePath Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 2 019 | −0,93 | 1 430 | 22,54 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19 082 | 12,29 | 13 519 | 38,87 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 1 105 | 4,74 | 783 | 29,47 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 267 | 189 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 9 824 | −4,90 | 6 960 | 17,61 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 565 | −0,53 | 400 | 23,08 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 510 | −21,90 | 362 | 52,32 | ||||
| 2026-04-14 | 13F | RD Lewis Holdings, Inc. | 4 950 | −6,46 | 3 896 | 4,70 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 68 191 | −0,96 | 48 311 | 22,48 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1 900 | 0,00 | 1 346 | 23,71 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 18 034 | −1,26 | 12 776 | 21,15 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 17 249 | 2,86 | 12 220 | 27,21 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 479 485 | −2,32 | 339 696 | 20,80 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 364 | −10,62 | 966 | 10,53 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 923 | 50,33 | 654 | |||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1 346 | 771 | ||||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 294 | 0 | ||||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 585 | 0,00 | 414 | 23,95 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 24 130 | 4,35 | 17 095 | 29,06 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1 791 | 4,98 | 1 269 | 29,79 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 1 771 | 0,06 | 1 255 | 18,41 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 7 038 | 1 363,20 | 4 986 | 1 713,09 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 703 | −10,22 | 498 | 11,16 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 96 000 | 54,34 | 54 996 | 85,31 | |||
| 2026-04-21 | 13F | Mayport, Llc | 704 | 0,00 | 499 | 23,57 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 3 122 | 1 851,25 | 2 212 | 2 329,67 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 9 694 | 224,65 | 5 553 | 289,96 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 649 | 0,00 | 460 | 18,60 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 15 931 | 2,65 | 11 287 | 26,95 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 3 705 | −1,98 | 2 122 | 17,69 | ||||
| 2026-05-14 | 13F | Morton Community Bank | 519 | 0,00 | 368 | 7,62 | ||||
| 2026-02-13 | 13F | Cornercap Investment Counsel Inc | 2 756 | −28,88 | 1 579 | −14,61 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 443 | 0,68 | 314 | 24,21 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4 756 | −0,21 | 3 369 | 23,41 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 1 220 | 0,00 | 864 | 23,78 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 1 510 | −27,26 | 1 070 | −10,09 | ||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 468 | −83,44 | 332 | −79,54 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 8 606 | 1,94 | 6 097 | 26,08 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 2 727 | −0,91 | 1 932 | 22,59 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 471 | 334 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 060 | 217,41 | 1 459 | 293,26 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 1 371 | −0,22 | 971 | 23,38 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2 253 | −6,63 | 1 596 | 15,48 | ||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 4 182 | −1,13 | 2 396 | 18,68 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 232 928 | −0,32 | 165 020 | 23,27 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 2 238 | −26,65 | 1 585 | −9,27 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 223 | 1,83 | 158 | 25,60 | ||||
| 2026-04-30 | 13F | Conning Inc. | 53 028 | −7,90 | 37 568 | 13,89 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 2 589 | 0,43 | 1 834 | 24,25 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 5 361 | 35,69 | 3 798 | 67,79 | ||||
| 2026-05-12 | 13F | Himension Fund | 582 | 412 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 170 200 | 83,41 | 97 502 | 120,20 | |||
| 2026-05-06 | 13F | Hurley Capital, LLC | 337 | 0,00 | 239 | 24,48 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 20 782 | 1,04 | 14 723 | 24,95 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 2 454 | 0,00 | 1 738 | 23,70 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | Put | 25 000 | −0,62 | 17 712 | 23,67 | |||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1 039 | 0,29 | 736 | 24,11 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 19 031 | −1,93 | 13 483 | 21,28 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 4 381 | 0,14 | 3 103 | 23,82 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1 804 | 12,68 | 1 278 | 39,37 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 70 | 7,69 | 50 | 32,43 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 558 | −2,96 | 395 | 20,06 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 265 | 233 | ||||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 39 497 | 30,52 | 27 982 | 61,42 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 1 790 | −10,05 | 1 268 | 11,23 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 1 104 | −25,76 | 782 | −8,11 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9 775 952 | 2,98 | 6 925 872 | 27,35 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 35 609 | −2,46 | 25 228 | 20,62 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1 722 | 0,06 | 1 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 524 | 0,96 | 371 | 24,92 |
