Grundläggande statistik
| Institutionella ägare | 286 total, 286 long only, 0 short only, 0 long/short - change of −4,23% MRQ |
| Genomsnittlig portföljallokering | 0.3119 % - change of −30,49% MRQ |
| Institutionella aktier (lång) | 26 872 612 (ex 13D/G) - change of −0,10MM shares −0,53% MRQ |
| Institutionellt värde (lång) | $ 2 504 782 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Global Healthcare ETF (MX:IXJ) har 286 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 26,872,612 aktier. Största aktieägare inkluderar BlackRock, Inc., Phoenix Holdings Ltd., Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Jane Street Group, Llc, Morgan Stanley, Richard Bernstein Advisors LLC, UBS Group AG, and Wells Fargo & Company/mn .
iShares Trust - iShares Global Healthcare ETF (BMV:IXJ) 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
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | CENTRAL TRUST Co | 62 | 0,00 | 6 | −16,67 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 5 372 | −12,22 | 490 | −17,95 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 25 741 | 1,10 | 2 408 | −2,90 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3 016 | −16,59 | 282 | −19,89 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 420 | 0,00 | 39 | −2,50 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 58 | 0,00 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 8 951 | 0,04 | 837 | −3,90 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 106 947 | 19,36 | 10 417 | 148 700,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 89 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7 048 | −64,68 | 659 | −66,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 452 979 | −4,60 | 41 556 | −10,14 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 23 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 120 | 0,00 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 26 191 | 57,41 | 2 450 | 51,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 19 736 | 3,84 | 1 846 | −0,27 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54 | 5 | ||||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 898 | 0,00 | 84 | −3,45 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 212 | 0,00 | 20 | −5,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 495 | 0,00 | 46 | −4,17 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 242 | 23 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 42 370 | 0,14 | 3 968 | −3,71 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 520 | 205,88 | 49 | 200,00 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 3 220 | 0,00 | 301 | −3,83 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 536 | 50 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5 000 | 465 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 047 | 0,00 | 285 | −4,05 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 156 | −48,51 | 15 | −51,72 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 27 353 | 5,28 | 2 559 | 1,11 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 126 | 0,00 | 105 | −3,67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6 552 | −9,48 | 613 | −13,07 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 3 200 | 0,00 | 299 | −3,86 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 433 | 0,00 | 41 | −4,76 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 6 | −95,04 | 1 | −100,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 11 579 | −21,28 | 1 083 | −24,37 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 115 382 | 67,44 | 10 793 | 60,81 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2 196 | 205 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 152 875 | 4,30 | 14 300 | 0,16 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 19 874 | −22,96 | 1 859 | −26,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3 365 | 30,78 | 0 | |||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 34 | 3 | ||||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 2 902 | 28,98 | 271 | 23,74 | ||||
| 2026-05-14 | 13F | Fosun International Ltd | 6 461 | 0,00 | 604 | −3,97 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 43 692 | −0,36 | 4 087 | −4,31 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20 019 | −2,42 | 1 873 | −6,26 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 16 275 | 0,00 | 1 522 | −3,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 102 300 | −56,12 | 9 569 | −57,86 | ||||
| 2026-05-12 | 13F | Creative Planning | 29 883 | −2,06 | 2 795 | −5,92 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 61 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 54 915 | 0,00 | 5 137 | −3,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 168 798 | 59,13 | 15 789 | 52,83 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 870 | −1,27 | 175 | −5,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 216 | 20 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 13 296 | 3,44 | 1 244 | −0,72 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2 349 | 0,00 | 220 | −3,95 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 15 361 | −18,96 | 1 437 | −22,21 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2 153 | 0,00 | 201 | −3,83 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2 150 | −14,03 | 201 | −17,28 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 202 | 0,00 | 19 | −5,26 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 13 418 | −3,12 | 1 255 | −6,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 985 | −8,06 | 188 | −12,21 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 14 704 | 4,20 | 1 375 | −0,22 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2 622 | 9,39 | 245 | 5,15 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 359 | −11,79 | 34 | −15,38 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 5 747 | 538 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 5 166 | 483 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 667 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2 510 | 0,00 | 235 | −4,10 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 226 | 12,40 | 1 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 619 | 174,94 | 432 | 165,03 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 22 919 | 95,40 | 2 144 | 87,65 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-21 | 13F | Essential Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4 360 | −10,66 | 408 | −14,32 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 3 338 | 0,00 | 312 | −4,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 523 | 6,43 | 142 | 2,16 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 4 193 | 0,00 | 392 | −3,92 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 3 726 | −3,97 | 349 | −7,69 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 5 400 | 505 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 2 489 | 10,67 | 233 | 5,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 163 309 | −51,93 | 108 816 | −53,84 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4 004 | −1,67 | 390 | 8,06 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2 239 | 0,00 | 209 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 13 931 176 | −1,94 | 1 303 122 | −5,83 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2 553 | −3,77 | 239 | −7,75 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 250 | 0,00 | 23 | −4,17 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3 864 | −3,76 | 361 | −7,67 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2 753 | −56,29 | 259 | −58,69 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 32 761 | −2,61 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 307 | −2,54 | 29 | −6,67 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 899 | 0,00 | 84 | −3,45 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 816 | 12,11 | 638 | 7,60 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 570 | 0,00 | 53 | −3,64 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 9 142 | 5,85 | 855 | 1,66 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 390 | −1,10 | 504 | −4,91 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 397 027 | −69,08 | 37 141 | −70,31 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 469 | 4,22 | 44 | 0,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20 359 | 283,05 | 1 904 | 268,28 | ||||
| 2026-05-05 | 13F | UBS Group AG | 287 616 | 7,51 | 26 904 | 3,25 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 930 | −22,50 | 87 | −25,86 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 19 649 | 0,00 | 1 857 | −2,93 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11 802 | 0,64 | 1 150 | 10,59 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4 014 | 0,00 | 375 | −3,85 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 2 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4 801 | −0,19 | 449 | −4,06 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6 320 | 23,51 | 591 | 18,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13 301 | −7,42 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 6 557 | 69,30 | 613 | 62,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 176 620 | 11,55 | 16 521 | 7,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 28 985 | 191,57 | 2 732 | 182,42 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 230 | 0,00 | 22 | −4,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18 389 | 23,75 | 1 677 | 15,83 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 11 002 | 0,00 | 1 029 | −3,92 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 124 | 0,00 | 12 | −8,33 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5 565 | −43,86 | 521 | −46,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14 159 | 0,38 | 1 324 | −3,57 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 3 900 | 0,00 | 365 | −3,96 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3 854 | −69,72 | 361 | −70,94 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 200 | 0,00 | 19 | −5,26 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 533 | −5,76 | 518 | −9,46 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 363 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 3 190 | 43,89 | 0 | |||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 29 207 | 0,14 | 2 732 | −3,80 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 92 | 22,67 | 9 | 14,29 | ||||
| 2026-04-07 | 13F | Eastern Bank | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 4 627 | 0,00 | 433 | −4,00 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 24 892 | −9,32 | 2 328 | −12,91 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 94 | 0,00 | 9 | −11,11 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2 760 | 0,00 | 258 | −3,73 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3 915 | −69,38 | 366 | −70,60 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 7 954 | 70,32 | 744 | 63,66 | ||||
| 2026-05-15 | 13F | Independent Financial Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2 500 | 236 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 4 151 | −66,98 | 388 | −68,30 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 2 580 | 241 | ||||||
| 2026-01-29 | 13F | Courier Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 50 | 5 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 8 237 | −34,77 | 770 | −37,35 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 7 822 | 732 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 261 257 | −71,85 | 211 518 | −72,96 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 346 | 0,00 | 32 | −3,03 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 189 | 0,00 | 18 | −5,56 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 428 | −40,47 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 47 141 | 7,52 | 4 410 | 3,26 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 80 | −74,19 | 7 | −76,67 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 180 | 0,00 | 17 | −5,88 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 3 272 | 0,00 | 306 | −3,77 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 729 | −34,15 | 68 | −36,45 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 38 238 | −0,64 | 3 578 | −4,61 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 15 618 | −5,08 | 1 461 | −8,86 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 351 | −3,84 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 33 460 | 43,06 | 3 130 | 37,42 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2 974 | 2,73 | 278 | 8,59 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 112 | −71,70 | 104 | −72,77 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 76 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 102 | −3,81 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 15 301 | 16,37 | 1 431 | 11,80 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 135 647 | 0,99 | 12 689 | −3,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 715 | 264 | ||||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 500 | 30 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3 748 | 0,00 | 349 | −6,68 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 301 | −98,97 | 28 | −3,45 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 220 | 0,00 | 21 | −4,76 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 791 | 20,67 | 1 384 | 15,93 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 100 | 0,00 | 9 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3 858 | 0,00 | 361 | −4,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 800 | 0,00 | 75 | −3,90 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 58 600 | 31,39 | 5 481 | 26,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 447 523 | 1 132,23 | 41 861 | 1 083,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 56 307 | 15,32 | 5 267 | 10,75 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 512 | 0,00 | 141 | −4,08 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3 405 | −7,57 | 324 | −9,78 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3 575 | 0,11 | 334 | −3,75 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2 535 | 0,00 | 237 | −3,66 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 9 996 | −0,35 | 935 | −4,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 473 | 29,95 | 44 | 25,71 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 4 790 | 0,00 | 448 | −3,86 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 120 | −46,90 | 11 | −50,00 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 3 734 000 | 75,74 | 349 278 | 68,77 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 690 | 0,00 | 65 | −7,25 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 4 606 | −0,86 | 431 | −4,87 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2 324 | 0,00 | 217 | −3,98 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7 535 | 0,87 | 705 | −3,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 225 900 | −2,26 | 21 131 | −6,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10 127 | −2,25 | 947 | 94 600,00 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2 000 | 0,00 | 187 | −3,61 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18 143 | 13,47 | 1 697 | 8,99 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5 218 | −36,20 | 479 | −39,95 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15 289 | −31,25 | 1 430 | −33,95 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 32 | 0,00 | 3 | −33,33 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 2 905 | −1,53 | 272 | −5,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 284 | 12,43 | 120 | 8,11 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 39 718 | 18,67 | 3 869 | 30,46 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 11 703 | 0,00 | 1 095 | −3,95 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 27 954 | −46,34 | 2 723 | −46,35 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 348 | 0,00 | 33 | −3,03 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 105 | 0,00 | 10 | −10,00 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 8 300 | −0,16 | 776 | −4,08 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 180 | 0,00 | 17 | −5,88 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 606 | 244 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 566 | 37,97 | 146 | 32,73 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 029 | −21,42 | 564 | −24,63 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 723 | −0,28 | 68 | −4,29 | ||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 3 200 | −50,23 | 299 | −52,24 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1 163 | 0,00 | 109 | −4,42 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 6 627 | −1,22 | 620 | −5,21 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2 922 | −29,83 | 273 | −32,59 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 79 | 7 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3 329 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Marex Group plc | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13 327 | −26,80 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 119 699 | −18,46 | 11 196 | −21,72 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 350 | 0,00 | 33 | −5,88 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 790 | −65,98 | 635 | −67,32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 338 | 0,00 | 32 | −3,12 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 2 827 | −4,72 | 264 | −8,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 625 | 61,54 | 246 | 55,06 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 146 | 0,00 | 107 | −3,60 | ||||
| 2026-05-15 | 13F | FIL Ltd | 31 028 | −14,67 | 2 902 | −18,28 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 60 | 0,00 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 600 | 0,00 | 56 | −3,45 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 4 630 | 0,00 | 433 | −3,78 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 111 | −40,00 | 10 | −41,18 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2 993 | −4,47 | 280 | −8,52 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3 295 | 0,00 | 308 | −3,75 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 400 | 131 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 8 094 | −2,23 | 757 | −6,08 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 10 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 66 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 9 078 | 0,36 | 849 | −3,52 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18 431 | −4,20 | 1 724 | −7,96 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 12 361 | 109,37 | 1 156 | 101,04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 16 614 | 1 554 | ||||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2 699 | 8,00 | 252 | 3,70 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | ICICI Prudential Asset Management Co Ltd | 12 675 | 0,00 | 1 186 | −3,97 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2 806 | 0,00 | 262 | −4,03 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 2 188 | 0,00 | 189 | −5,03 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 26 700 | 0,00 | 2 498 | −3,96 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1 036 | −29,91 | 97 | −32,87 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 35 177 | 7 167,98 | 3 325 | 6 972,34 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 150 | 0,00 | 14 | 0,00 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3 261 | 0,00 | 305 | −3,79 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 4 800 | 449 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8 163 | −54,29 | 764 | −56,12 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 13 760 | 1 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 787 | −52,43 | 541 | −54,31 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 559 | −0,53 | 52 | −3,70 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 3 864 | 361 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 199 252 | −7,60 | 18 637 | −11,27 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 147 | 0,00 | 14 | −7,14 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 214 | 207 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 5 355 | 501 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 12 712 | 1,83 | 1 189 | −2,14 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 51 406 | 1,34 | 4 809 | −2,67 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 21 548 | −97,50 | 2 016 | −97,60 | ||||
| 2026-05-04 | 13F | Nwam Llc | 5 085 | 0,00 | 476 | −7,05 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 3 827 | 0,00 | 358 | −3,76 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 18 | −53,85 | 2 | −66,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 449 | 2,30 | 416 | −1,65 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 508 | 0,00 | 48 | −4,08 | ||||
| 2026-05-15 | 13F | Titan Wealth (CI) Ltd | 945 | 0,00 | 88 | −3,30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 102 | 45,36 | 400 | 59,60 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 391 | 95,50 | 36 | 80,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26 495 | −42,58 | 2 478 | −44,86 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 92 011 | −0,91 | 8 614 | −4,85 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2 385 | 0,00 | 223 | −3,88 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3 062 | −6,13 | 286 | −9,78 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2 360 | 221 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 93 108 | 7,02 | 8 709 | 2,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 104 | 0,00 | 10 | −10,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 350 | 33 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2 152 | 201 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 5 357 | 0,00 | 501 | −3,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16 942 | −51,37 | 1 585 | −53,30 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2 975 | 0,00 | 278 | −3,81 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 57 972 | 26,75 | 5 423 | 21,73 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5 | 0 | ||||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 13 215 | 4,56 | 1 236 | 0,41 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 444 693 | 5,40 | 41 597 | 1,22 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11 689 | 20,24 | 1 093 | 15,66 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 315 | 0,00 | 29 | −3,33 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 391 | 6,84 | 224 | 2,76 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 126 156 | −56,42 | 11 801 | −58,15 |
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