Grundläggande statistik
| Institutionella ägare | 286 total, 286 long only, 0 short only, 0 long/short - change of 2,72% MRQ |
| Genomsnittlig portföljallokering | 0.1234 % - change of −42,96% MRQ |
| Institutionella aktier (lång) | 22 692 409 (ex 13D/G) - change of 0,73MM shares 4,77% MRQ |
| Institutionellt värde (lång) | $ 1 370 613 USD ($1000) |
Institutionellt ägande och aktieägare
Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock) (MX:SHG N) har 286 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 22,692,409 aktier. Största aktieägare inkluderar BlackRock, Inc., Morgan Stanley, London & Capital Asset Management Ltd, Lazard Asset Management Llc, American Century Companies Inc, Dimensional Fund Advisors Lp, Northern Trust Corp, Pzena Investment Management Llc, Bank Of America Corp /de/, and Arrowstreet Capital, Limited Partnership .
Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock) (BMV:SHG N) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Atria Investments Llc | 12 881 | −1,29 | 790 | 12,88 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 34 286 | 107,45 | 2 102 | 137,25 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 101 350 | −24,57 | 6 215 | −13,75 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 102 659 | 10,85 | 6 295 | 26,76 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 18 886 | 104,77 | 1 158 | 131,60 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 6 240 | 0,00 | 383 | 14,37 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 55 | 3 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 6 835 | 20,67 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 6 702 | −24,25 | 411 | −13,50 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4 590 | −43,49 | 281 | −35,40 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 8 515 | −0,62 | 522 | 13,73 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 116 993 | −42,57 | 7 174 | −34,33 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 52 374 | 0,02 | 3 212 | 14,35 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 1 635 | 19,17 | 100 | 36,99 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 8 | 1 | ||||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 53 592 | −12,53 | 3 286 | 0,03 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 129 | 0,00 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 78 | 9,86 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3 581 | −21,43 | 220 | −10,25 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 161 406 | 47,48 | 9 897 | 68,63 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10 283 | 82,42 | 631 | 108,61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12 138 | −9,46 | 744 | 3,62 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14 471 | 1,67 | 887 | 16,25 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26 205 | 0,00 | 1 607 | 14,31 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 56 064 | −33,30 | 3 412 | −24,44 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 33 557 | 5,87 | 2 055 | 20,82 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 49 693 | 8,65 | 3 | 50,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 747 | 31,28 | 46 | 50,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 28 268 | −0,23 | 1 733 | 14,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2 014 | −61,67 | 123 | −56,23 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 4 668 | 9,35 | 286 | 25,44 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 263 | 431,21 | 384 | 509,52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 236 926 | −13,02 | 14 528 | −0,55 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 404 485 | 96,50 | 24 803 | 124,68 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 721 | 15,92 | 44 | 33,33 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Aquatic Capital Management LLC | 15 841 | 188,54 | 971 | 230,27 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 125 | 8 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 104 595 | 13,18 | 6 414 | 29,40 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 29 373 | 4,93 | 1 801 | 19,99 | ||||
| 2026-05-07 | 13F | DekaBank Deutsche Girozentrale | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 132 836 | −54,05 | 8 146 | −47,46 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 22 | 0,00 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 157 | −64,56 | 10 | −60,87 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3 903 | −4,48 | 242 | 10,05 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 18 182 | 159,67 | 1 115 | 197,07 | ||||
| 2026-04-24 | 13F | Pzena Investment Management Llc | 690 651 | −24,25 | 42 351 | −13,39 | ||||
| 2026-05-12 | 13F | Arbiter Partners Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 26 | 160,00 | 2 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Paradigm Asset Management Co Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 7 824 | −46,73 | 486 | −40,29 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 5 510 | 17,46 | 338 | 34,26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 10 743 | 6,58 | 46 | 1 025,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 47 597 | 11,23 | 2 913 | 26,77 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 67 920 | −21,49 | 4 166 | −10,20 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 764 | 4,29 | 231 | |||||
| 2026-05-15 | 13F | EFG International AG | 29 633 | −16,05 | 1 817 | −4,01 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 11 784 | 723 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 59 | 4 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 4 466 | 279 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 119 | 7 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 483 | 1 050,00 | 30 | 1 350,00 | ||||
| 2026-05-15 | 13F | State Street Corp | 33 820 | 7,14 | 2 074 | 22,52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 831 | 36,23 | 51 | 56,25 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 27 735 | 0,00 | 1 487 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10 730 | 18,00 | 658 | 34,91 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 38 002 | 28,69 | 2 330 | 47,19 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 20 127 | 4,92 | 1 234 | 20,04 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 4 603 | 1,63 | 282 | 16,53 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 440 | 0,00 | 27 | 13,04 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 220 | 13 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 377 | 23 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6 160 | −13,83 | 378 | −1,57 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 490 158 | −45,22 | 30 056 | −37,37 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 17 745 | 4,63 | 1 088 | 19,69 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22 506 | −23,61 | 1 380 | −12,66 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 25 740 | 16,91 | 1 578 | 33,73 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 2 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 219 | 54,23 | 13 | 85,71 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 925 | −22,88 | 115 | −14,93 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 28 782 | −59,54 | 1 717 | −55,16 | ||||
| 2026-05-15 | 13F | Hood River Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 4 902 | 7,59 | 301 | 22,95 | ||||
| 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 | 14 002 | 859 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 633 | −24,69 | 223 | −13,95 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 4 620 | −0,47 | 286 | 14,92 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 2 695 | −48,16 | 165 | −40,65 | ||||
| 2026-05-15 | 13F | Fmr Llc | 143 561 | 8,25 | 8 803 | 23,78 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7 512 | 461 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 16 075 | 7,85 | 986 | 23,28 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 26 325 | 14,91 | 1 594 | 29,80 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 12 194 | −47,50 | 748 | −40,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3 361 | 206 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 33 721 | −88,37 | 2 068 | −86,71 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 253 576 | −56,26 | 15 549 | −49,99 | ||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 268 577 | 3,98 | 14 404 | 10,71 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5 578 | −0,41 | 342 | 14,00 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 10 954 | −6,66 | 672 | 6,68 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 16 | −42,86 | 1 | −100,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7 671 | −21,60 | 470 | −10,31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 9 358 | 574 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 33 912 | −20,41 | 2 079 | −8,98 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Dalton Investments LLC | 13 700 | 840 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 5 029 | 0,04 | 308 | 14,50 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 781 | 137,39 | 48 | 176,47 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 68 | 4 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 548 | 49,62 | 156 | 71,43 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 6 362 | 0,00 | 390 | 14,37 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3 721 | 228 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 18 708 | 4,22 | 1 147 | 19,23 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 73 066 | 4 480 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 203 670 | 4,93 | 12 489 | 19,98 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4 015 | 14,98 | 246 | 31,55 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 6 830 | 0,90 | 419 | 15,15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4 813 | 0,00 | 295 | 14,34 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 276 319 | 16 944 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 62 452 | −33,05 | 3 831 | −23,43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1 354 434 | −8,13 | 83 054 | 5,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 89 991 | −40,64 | 5 518 | −32,14 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 27 683 | 18,92 | 1 698 | 35,98 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 580 | 2,75 | 1 078 | 17,56 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 18 057 | 1,54 | 1 107 | 16,16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 46 042 | 17,32 | 2 823 | 34,17 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 170 550 | 8,36 | 10 | 25,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 202 | 0,00 | 12 | 20,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 8 521 | 17,58 | 523 | 34,54 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 36 750 | 13,57 | 2 254 | 29,86 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 87 785 | −8,91 | 5 437 | 5,19 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 21 888 | 199,06 | 1 342 | 242,35 | ||||
| 2026-02-17 | 13F | Nomura Holdings Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 11 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 241 867 | 8,58 | 15 224 | 27,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 333 | 110,76 | 20 | 150,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 871 | 14,30 | 53 | 32,50 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 46 029 | 11,10 | 2 822 | 27,06 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 6 355 | 390 | ||||||
| 2026-04-24 | 13F | Strs Ohio | 14 049 | −13,66 | 861 | −1,26 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 230 | 0,00 | 14 | 16,67 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 19 743 | −39,83 | 1 211 | −31,21 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 303 665 | 18 621 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 10 151 | 40,65 | 622 | 60,72 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 82 726 | 10,09 | 5 118 | 27,03 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 53 | −19,70 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 33 737 | 24,30 | 2 069 | 42,13 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 12 440 | 149,55 | 763 | 185,39 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 4 949 | 0,88 | 303 | 15,21 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 212 | 21,84 | 13 | 44,44 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 115 | 0,00 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 5 744 | 3,29 | 0 | |||||
| 2026-05-15 | 13F | Barclays Plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8 800 | 3,33 | 540 | 18,20 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 845 | −19,29 | 0 | |||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 29 485 | 21,78 | 1 808 | 39,29 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 737 | 38,16 | 536 | 57,82 | ||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 16 143 | 13,78 | 990 | 30,13 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21 266 | −56,10 | 1 304 | −49,79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 6 100 | 32,61 | 374 | 52,03 | |||
| 2026-05-14 | 13F | Sanders Capital, LLC | 153 626 | −2,45 | 9 420 | 11,55 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 111 | 12,12 | 7 | 20,00 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 219 | 13 | ||||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 4 264 | −29,81 | 261 | −19,69 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 1 612 | −2,54 | 99 | 11,36 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 48 548 | −33,10 | 2 977 | −23,52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 417 | 56,41 | 639 | 78,71 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 173 250 | 40,53 | 10 624 | 60,69 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 497 | 445,62 | 889 | 526,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4 524 | 277 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12 193 | 52,28 | 654 | 62,03 | ||||
| 2026-05-12 | 13F | Creative Planning | 301 441 | 30,73 | 18 484 | 49,49 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 7 752 | −17,93 | 475 | −6,13 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6 146 | 2,43 | 377 | 17,13 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 9 789 | −9,89 | 600 | 3,09 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4 676 | 287 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 1 536 444 | 24,66 | 94 215 | 42,54 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 10 214 | 11,15 | 626 | 27,24 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3 576 | −19,53 | 219 | −7,98 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 69 | 0,00 | 5 | 33,33 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 22 057 | 30,68 | 1 353 | 49,39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12 046 | 13,61 | 739 | 29,93 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 335 | 0,00 | 21 | 17,65 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 28 947 | 0,25 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 289 | 79 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 6 984 | 81,78 | 428 | 107,77 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 879 | 4,77 | 305 | 22,09 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 14 999 | 7,67 | 920 | 23,03 | ||||
| 2026-05-15 | 13F | Maverick Capital Ltd | 23 804 | 69,17 | 1 460 | 93,50 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4 743 | −10,24 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 39 451 | 0,00 | 2 419 | 10,21 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3 416 | 209 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 4 072 | 250 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4 487 | 275 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 194 412 | 19,01 | 11 599 | 32,40 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 7 271 | 14,04 | 446 | 30,50 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 266 | 16 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 33 823 | −21,47 | 2 074 | −10,18 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 125 | 0,00 | 132 | 15,79 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 22 838 | 13,85 | 1 400 | 30,23 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 210 208 | −5,81 | 12 890 | 7,70 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1 823 111 | −9,42 | 111 675 | 3,52 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 35 | 0,00 | 2 | 100,00 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 8 285 | −4,16 | 508 | 9,72 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 312 | 17,25 | 448 | 34,13 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 7 324 | 13,43 | 453 | 30,92 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 32 293 | 6,73 | 1 980 | 22,07 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 7 926 | −7,67 | 486 | 5,65 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 49 353 | 8,38 | 3 026 | 23,91 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36 | 176,92 | 2 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 70 451 | 19,13 | 4 320 | 36,23 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 218 | 22,47 | 13 | 44,44 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 149 | 17,32 | 9 | 50,00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 16 | 1 | ||||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 152 | 9 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11 801 | 48,24 | 724 | 69,72 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 81 018 | 5,36 | 4 968 | 20,49 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2 238 | 137 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 4 663 | 286 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6 196 | 2 808,92 | 377 | 3 318,18 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 6 752 | 0,00 | 418 | −11,46 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 128 | 39,13 | 8 | 75,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 723 | 13,65 | 535 | 29,93 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 26 140 | 4,72 | 1 603 | 19,73 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 7 332 | 32,30 | 450 | 51,18 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 670 | 104 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1 664 989 | −0,37 | 102 097 | 13,92 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 2 860 | −54,01 | 175 | −47,45 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 18 544 | −46,97 | 1 137 | −39,36 | ||||
| 2026-05-13 | 13F | Promethos Capital, LLC | 201 206 | 0,09 | 12 338 | 14,43 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 71 118 | −1,35 | 4 361 | 12,78 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 517 650 | −26,88 | 31 742 | −16,39 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 149 | 0,00 | 9 | 28,57 | ||||
| 2026-05-14 | 13F | Gabelli Funds Llc | 56 276 | 27,97 | 3 451 | 46,31 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 10 374 | 9,92 | 667 | 23,33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 785 | 10,41 | 24 | 43,75 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 45 358 | 7,64 | 2 781 | 23,11 | ||||
| 2026-05-13 | 13F | Capital World Investors | 100 608 | 6 044 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 10 659 | 35,78 | 654 | 55,48 | ||||
| 2026-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 74 136 | 4,03 | 4 546 | 18,97 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 95 110 | 14,95 | 5 832 | 31,44 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 49 | 25,64 | 3 | 50,00 | ||||
| 2026-04-29 | 13F | Mondrian Investment Partners LTD | 5 500 | 12,64 | 337 | 29,12 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4 890 | 28,28 | 300 | 46,57 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 5 391 | 289 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 231 563 | 6,78 | 14 199 | 22,09 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 14 999 | −0,39 | 920 | 13,88 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 4 336 | 0,00 | 266 | 14,22 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7 464 | 458 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 7 964 | 488 | ||||||
| 2026-05-11 | 13F | Lsv Asset Management | 9 800 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 3 265 | −75,44 | 200 | −71,95 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 4 016 | −17,91 | 249 | −5,34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 875 218 | 10,54 | 114 988 | 26,40 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 5 799 | 2,26 | 356 | 16,78 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 109 | 47,30 | 7 | 100,00 | ||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 68 400 | −7,82 | 3 668 | −1,85 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 66 931 | 18,30 | 4 104 | 35,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 142 | 47,92 | 9 | 60,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 123 792 | 10,84 | 7 591 | 26,73 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 58 | 61,11 | 4 | 200,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 563 | −8,16 | 35 | 6,25 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 180 | 1 536,36 | 11 | |||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1 423 463 | −6,11 | 87 287 | 7,35 | ||||
| 2026-05-22 | 13F | Groupama Asset Managment | 7 764 | −56,49 | 476 | −50,21 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4 482 | −8,34 | 275 | 4,58 | ||||
| 2026-04-13 | 13F | Trust Co | 9 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 50 021 | 9,73 | 2 984 | 21,65 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 348 | 21 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 021 | 5,04 | 63 | 19,23 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 24 601 | −15,51 | 1 509 | −3,40 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3 882 | −1,80 | 238 | 11,74 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 57 639 | 16,32 | 3 534 | 33,01 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 408 | −98,93 | 25 | −98,77 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 46 | 3 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 16 820 | 3,31 | 1 031 | 18,10 | ||||
| 2026-04-30 | 13F | ARGA Investment Management, LP | 4 711 | −7,75 | 289 | 5,49 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 264 | −39,17 | 16 | −30,43 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 18 | −14,29 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | B. Metzler seel. Sohn & Co. AG | 69 787 | 6,61 | 4 279 | 21,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 406 | −76,45 | 22 | −98,40 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 10 | 1 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 186 | 10,71 | 10 | 12,50 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Boston Common Asset Management, LLC | 4 876 | −3,73 | 299 | 9,96 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 29 061 | 3,72 | 1 782 | 18,64 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 450 363 | 21,01 | 150 256 | 38,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7 470 | 9,89 | 459 | 25,75 | ||||
| 2026-05-04 | 13F | Tuttle Tactical Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 481 | 0,00 | 29 | 16,00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 108 426 | −1,90 | 6 649 | 12,16 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 203 881 | 643,96 | 12 502 | 750,99 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 36 | 2 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 8 998 | 39,76 | 556 | 61,16 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20 078 | 13,55 | 1 231 | 29,85 |
