Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Haleon plc - Depositary Receipt (Common Stock) inkluderar Harris Associates L P, Goodman Financial Corp, 2Xideas AG, Factory Mutual Insurance Co, CIBC Asset Management Inc, Quadrature Capital Ltd, NorthRock Partners, LLC, Alvarez & Marsal Private Wealth Partners, LLC, South Shore Capital Advisors, Keebeck Wealth Management, LLC, Pitcairn Wealth Advisors LLC, Tanager Wealth Management LLP, Tiaa-cref Individual & Institutional Services, Llc, Walleye Capital LLC, PharVision Advisers, LLC, Abel Hall, LLC, Greenspring Advisors, LLC, Tepp RIA, LLC, TCG Advisory Services, LLC, och VestGen Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3 819 | 27,30 | 39 | 46,15 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13 373 | 134 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 63 558 | 11,21 | 643 | 11,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 022 749 | 7,94 | 40 268 | 6,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 738 | 7 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 297 369 | 8,29 | 2 977 | 7,51 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 322 | 17,95 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 59 908 | 22,51 | 600 | 36,14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27 708 | 1,23 | 277 | 0,36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 980 | 10 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1 243 | 561,17 | 12 | 1 100,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 264 041 | 3,51 | 62 703 | 2,49 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 820 071 | 17,44 | 8 | 14,29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 4,90 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 275 | 3 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 257 | 3 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10 933 | 109 | ||||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 20 141 | 202 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 113 969 159 | 5,58 | 1 140 831 | 4,54 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 69 078 | 34,27 | 698 | 31,95 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 53 465 | 535 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 404 | 257,52 | 4 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11 534 | 115 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 44 292 | 448 | ||||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104 389 | 5,04 | 1 045 | 3,98 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1 816 | 64,20 | 18 | 63,64 | ||||
| 2026-05-11 | 13F | Commerce Bank | 19 679 | 68,56 | 197 | 66,10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 420 | 55 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1 100 190 | 11 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7 034 778 | 28,37 | 70 418 | 27,12 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 251 | 3 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 9 114 | 91 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 226 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 4 639 437 | 2,93 | 46 | 2,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 78 464 | 0,41 | 785 | −0,63 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1 241 | 46,00 | 12 | 50,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 663 275 | 493,13 | 6 639 | 487,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29 305 | 27,85 | 292 | 26,41 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 222 708 | 136,38 | 2 229 | 134,14 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 16 407 | 7,86 | 164 | 7,19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 188 885 | 0,19 | 1 891 | −0,79 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 208 415 | 8,26 | 2 086 | 7,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5 632 | 387,62 | 56 | 409,09 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1 662 | 17 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 441 | 17,60 | 4 | 33,33 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 29 271 | 0,12 | 293 | −0,68 | ||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 37 899 | 379 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 155 111 | 10,83 | 1 553 | 9,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 12 224 | 8,21 | 122 | 7,02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14 583 | 13,37 | 143 | 11,81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 404 060 | 90,44 | 3 992 | 86,11 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 410 | 33,15 | 24 | 33,33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 820 | 105,00 | 8 | 100,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 712 | 17 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 13 464 | 135 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 5 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7 567 | 1,31 | 76 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 25 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 053 | 49,48 | 193 | 68,42 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 67 965 | 9,32 | 680 | 8,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 33 747 | 2,61 | 337 | 1,81 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 67 378 | 3,93 | 674 | 2,90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9 086 528 | 2 454,64 | 89 048 | 2 377,00 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 749 365 | 31,20 | 7 501 | 29,91 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 120 238 | 6,19 | 1 204 | 5,16 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10 934 228 | 16,97 | 109 452 | 15,81 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 293 | 0,34 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 170 971 | 10,61 | 1 729 | 24,05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 431 | 34 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49 161 | 1,73 | 492 | 0,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 17 300 | 24,46 | 173 | 23,57 | |||
| 2026-05-15 | 13F | Hancock Whitney Corp | 13 405 | 8,86 | 125 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 638 | 7,59 | 6 | 20,00 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 54 856 | 15,58 | 549 | 14,61 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 40 028 | 163,05 | 401 | 194,12 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 63 447 | 184,78 | 1 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 1 134 531 | 13,97 | 11 357 | 12,84 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 1 610 721 | 470,16 | 16 | 700,00 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 249 796 | 4,03 | 2 500 | 2,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 553 252 | 16,99 | 5 538 | 15,83 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 76 704 | 16,51 | 768 | 15,34 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 295 125 | 1,20 | 2 954 | 0,20 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 104 | 300,00 | 11 | 450,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 112 695 | 2,99 | 1 128 | 1,99 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 017 | 2,01 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 414 | 4 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 83 677 | 0,62 | 838 | −0,36 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 240 252 | 2 405 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 33 068 | 29,71 | 331 | 28,79 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 260 541 | 30,89 | 2 608 | 29,88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 864 | 9,51 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 23 242 | 233 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 673 294 | 6 740 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3 869 | 10,54 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25 130 | 0,74 | 254 | 0,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 106 905 | 313,61 | 1 070 | 309,96 | ||||
| 2026-05-18 | 13F | Altshuler Shaham Ltd | 196 378 | 96,38 | 1 966 | 94,36 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 52 951 | 4,20 | 530 | 3,31 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 15 032 041 | 150 471 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 54 779 | 2,27 | 548 | 1,29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 200 | 204,57 | 12 | 300,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7 896 | 7,74 | 79 | 6,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 407 | 7,61 | 34 | 6,25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10 190 | 102 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 46 876 | 13,72 | 469 | 12,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 166 608 | 21,01 | 1 668 | 19,84 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 64 274 | 643 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 379 350 | 3 797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 636 787 | 2,66 | 6 374 | 1,66 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 14 339 | 145 | ||||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 27 480 | 275 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 13 628 | 14,53 | 136 | 13,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 329 934 | 36,39 | 13 313 | 35,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 114 694 | 357,29 | 1 148 | 353,75 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 14 803 | 23,53 | 148 | 22,31 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15 349 | 154 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 327 131 | 3,85 | 3 275 | 2,83 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 13 073 | 131 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 148 676 | 10,40 | 1 488 | 9,33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 172 976 | 0,31 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 845 | 18 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 388 159 | 0,28 | 3 885 | −0,72 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11 913 | 10,78 | 119 | 10,19 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 4 032 643 | 20,90 | 40 367 | 19,70 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 36 000 | 360 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2 215 | 930,23 | 22 | 2 100,00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 11 938 | 119 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 56 085 | 41,61 | 561 | 40,25 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 377 | 4 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 12 582 | 126 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 2 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 800 | 8 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 1 000 | 10 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1 096 123 | 10,05 | 10 972 | 8,97 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 209 065 | 2 093 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2 815 | 166,07 | 28 | 180,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 960 | 130 | ||||||
| 2026-05-15 | 13F | EFG International AG | 2 954 | 28,16 | 30 | 26,09 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 927 | 9,19 | 9 | 12,50 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1 102 | 10,20 | 11 | 10,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 250 957 | 5,37 | 52 562 | 4,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10 500 | 105 | |||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 1 402 | 14 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 15 232 | 90,71 | 152 | 90,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 235 522 | 9,91 | 2 358 | 8,82 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 379 517 | 17,44 | 3 799 | 16,25 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 29 924 | 10,99 | 300 | 9,93 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 935 229 | 21,85 | 9 362 | 20,65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 433 893 | 0,65 | 4 343 | −0,34 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 122 | 1 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 663 | 95,58 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 684 558 | 20,61 | 6 852 | 19,41 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 953 513 | 21 735,38 | 39 593 | 24 340,12 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12 982 | 15,15 | 130 | 14,16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 6 574 038 | 38,70 | 65 806 | 37,33 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 31 718 725 | 0,94 | 317 504 | −0,06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 063 916 | 8,45 | 30 671 | 7,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 14 922 | 14,25 | 149 | 12,88 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 443 | 4 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 70 | 1 | ||||||
| 2026-05-11 | 13F | 2Xideas AG | 437 469 | 2 159 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 8 922 | 14,38 | 89 | 14,10 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6 162 | 8,24 | 62 | 7,02 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 36 478 | 0,78 | 365 | 0,00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 48 255 | 483 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 91 085 | 5,64 | 912 | 4,59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 872 | 29 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 10 092 | 101 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21 271 | 23,88 | 213 | 22,54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 660 | 102,45 | 7 | 100,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 002 | 402,01 | 30 | 400,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16 068 | 0,58 | 161 | −0,62 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 8 699 093 | 41,00 | 87 078 | 39,61 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 563 | 181,50 | 6 | 400,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11 514 | 8,09 | 115 | 7,48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 704 468 | 34,65 | 7 052 | 33,31 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 16 364 | 4,78 | 164 | 3,82 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 61 774 | 10,67 | 618 | 9,57 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 105 141 | 21,49 | 1 052 | 20,37 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 18 | 0 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 658 | 57 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 181 908 | 3,45 | 21 841 | 2,43 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 33 681 | 4,04 | 337 | 3,06 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 910 | 9 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 17 016 | 0,06 | 170 | −0,58 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 13 603 | 136 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 176 | 162 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 10 197 | 102 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 262 | 907,69 | 3 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1 213 | 12 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 48 499 | 88,45 | 485 | 86,54 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 204 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 249 641 | 0,16 | 2 499 | −0,83 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 87 556 | 7,13 | 876 | 6,05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192 177 | 36,65 | 1 924 | 35,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 197 621 | 31,87 | 1 978 | 30,56 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1 147 659 | 11 488 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 93 822 | 939 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 213 938 | 7,39 | 2 142 | 6,31 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 303 | 101,39 | 13 | 116,67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 406 | 1,65 | 314 | 0,64 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 231 106 | 25,50 | 2 313 | 24,29 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 150 995 | 1 511 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 16 850 | 6,40 | 169 | 5,00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 11 490 | 115 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25 138 | 12,37 | 254 | 27,00 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 62 904 | 51,03 | 630 | 49,41 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 525 032 | 0,33 | 15 266 | −0,66 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 10 412 | 104 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 102 334 | 1 024 | ||||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 1 150 750 | 5,02 | 11 519 | 3,99 | ||||
| 2026-05-11 | 13F/A | PharVision Advisers, LLC | 12 303 | 123 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 25 986 | 11,62 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 31 874 | 20,52 | 319 | 19,48 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1 725 059 | 70,25 | 17 251 | 68,90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 97 069 | 118,68 | 972 | 116,74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28 640 | 38,67 | 287 | 37,50 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57 526 | 64,28 | 576 | 62,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 79 121 | 14,98 | 792 | 13,96 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3 119 | 31 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 118 327 | 59,14 | 1 184 | 57,66 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 49 562 | 496 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 67 902 | 1,02 | 680 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 12 562 | 12,29 | 126 | 10,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 371 702 | 12,58 | 3 721 | 11,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 879 | 587,60 | 59 | 625,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 129 153 | 0,71 | 1 293 | −0,31 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 225 | 80,00 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 587 | 4,63 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 80 | 1 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1 897 694 | 18,73 | 18 996 | 17,56 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 43 277 | 18,41 | 433 | 17,34 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 38 423 | 6,41 | 385 | 5,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 498 893 | 5,74 | 4 994 | 4,68 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3 456 | 35 | ||||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 32 950 | 330 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 39 991 | 28,25 | 400 | 26,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 247 741 | 17,01 | 2 480 | 15,84 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 219 187 | 15,29 | 2 194 | 14,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 155 748 | 24,39 | 1 559 | 23,24 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 8 470 | 428,38 | 85 | 425,00 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 28 464 | 285 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 224 | 2 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6 492 | 8,89 | 65 | 6,67 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 944 | 6,17 | 19 | 5,56 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 795 403 | 3,70 | 7 962 | 2,67 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 24 246 | 243 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10 748 | 98 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 15 673 | 11,53 | 157 | 9,86 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 138 272 | 3,51 | 1 384 | 2,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40 396 | 2,46 | 404 | 1,51 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 346 | 16,11 | 3 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8 279 468 | 2,21 | 82 795 | 1,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 11 009 | 9,79 | 110 | 8,91 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 521 | 5 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 745 | 24,90 | 47 | 23,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 750 087 | 6,71 | 17 518 | 5,66 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 13 247 | 4,00 | 133 | 3,13 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 362 422 | 5,85 | 3 628 | 4,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19 339 | 4,03 | 194 | 3,21 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 291 768 | 48,95 | 22 941 | 47,48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 330 | 3 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 43 714 | 13,59 | 435 | 12,44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22 522 | 3,64 | 225 | 2,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16 091 | 150 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 102 062 | 7,48 | 1 018 | 6,49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 063 693 | 3,61 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 039 677 | 1,61 | 10 407 | 0,61 | ||||
| 2026-05-12 | 13F | Creative Planning | 630 997 | 19,37 | 6 316 | 18,19 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62 119 | 14,13 | 622 | 12,91 | ||||
| 2026-02-13 | 13F | Barclays Plc | 580 657 | 115,06 | 5 870 | 142,46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9 648 | 33,33 | 97 | 31,51 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 4 881 337 | 1,33 | 48 862 | 0,33 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 69 250 | 8,54 | 693 | 7,44 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 41 583 | 20,34 | 416 | 19,20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 29 472 | 38,21 | 295 | 37,21 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 576 | 6 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 19 682 | 7,45 | 197 | 6,49 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 45 058 | 451 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22 289 | 1,85 | 223 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 459 205 | 3,05 | 4 597 | 2,02 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 196 537 | 1 967 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 18 600 | 1,63 | 186 | 0,54 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5 178 | 81,88 | 52 | 82,14 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 473 692 | 29,97 | 4 742 | 28,69 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 16 162 | 4,25 | 162 | 3,21 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12 851 | 129 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 64 280 | 16,10 | 643 | 15,03 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 11 292 | 2,69 | 113 | 1,80 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 2 803 530 | 27 393,67 | 28 063 | 27 145,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 50 285 | 45,56 | 503 | 44,13 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 13 901 | 5,92 | 139 | 5,30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 31 187 | 39,90 | 312 | 38,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 733 | 33,58 | 27 | 35,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 138 779 | 9,08 | 1 374 | 8,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14 816 | 160,20 | 148 | 157,89 | ||||
| 2026-02-10 | 13F | Norges Bank | 16 175 000 | 163 529 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 11 748 | 118 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 39 744 | 398 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1 322 | 54,44 | 13 | 62,50 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 17 285 | 32,54 | 173 | 32,06 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 271 574 | 2 718 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 451 649 | 214,74 | 5 | 300,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1 221 499 | 11,80 | 12 227 | 10,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1 508 | 2,86 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 280 | 3 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 393 | 133,93 | 4 | 200,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 5 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 39 362 | 6,99 | 394 | 6,20 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 14 674 518 | 82,81 | 146 892 | 81,00 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24 375 | 77,31 | 244 | 76,09 |
