Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Jackson Financial Inc. inkluderar Vanguard Portfolio Management Llc, Tpg Gp A, Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Gillson Capital LP, Freestone Grove Partners LP, VANGUARD ASSET MANAGEMENT, Ltd, Philadelphia Financial Management of San Francisco, LLC, Vanguard Global Advisers, LLC, LeClair Wealth Partners LLC, LFG Wealth Partners, LLC, Kiker Wealth Management, LLC, Vanguard Investments Australia, Ltd., Point Nemo Capital, LLC, Advisory Research Inc, Dockside LLC, Delaware Management Holdings, Inc., SEB Asset Management AB, Brevan Howard Capital Management LP, och Peak6 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 360 | 38 | ||||||
| 2026-05-13 | 13F | Martingale Asset Management L P | 62 056 | 13,18 | 6 561 | 12,19 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 379 031 | 74,80 | 40 071 | 73,28 | ||||
| 2026-05-11 | 13F | Four Tree Island Advisory LLC | 231 842 | 2,54 | 24 510 | 1,64 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 76 | 8 | ||||||
| 2026-05-07 | 13F | SEB Asset Management AB | 9 349 | 988 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 5 463 744 | 577 627 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 12 950 | 1 369 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 168 140 | 0,06 | 17 776 | −0,81 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 10 803 | 4,31 | 1 142 | 3,44 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 17 172 | 1 815 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 3 822 | 404 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3 436 | 6,31 | 363 | 5,52 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 39 | 5,41 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 150 840 | 0,95 | 15 947 | 0,07 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 1 257 | 23,72 | 133 | |||||
| 2026-05-13 | 13F | Prudential Financial Inc | 163 566 | 20,19 | 17 292 | 19,14 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 20 | 25,00 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 2 031 | 215 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 067 | 2 790,93 | 1 381 | 2 777,08 | ||||
| 2026-05-14 | 13F | Inceptionr Llc | 3 493 | 369 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 5 694 | 5,37 | 602 | 4,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 333 | 19,23 | 141 | 17,65 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3 648 | 10,24 | 389 | 10,51 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 21 191 | 2 260 | ||||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 2 829 | 42,73 | 299 | 41,71 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 9 425 | 167,22 | 1 | |||||
| 2026-05-13 | 13F/A | CWM Advisors, LLC | 3 005 | 501,00 | 318 | 498,11 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 60 150 | 133,74 | 6 359 | 131,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2 093 | 0,14 | 221 | −0,45 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 21 705 | 7,23 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 209 167 | 2,65 | 22 113 | 1,76 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 843 | 0,43 | 724 | −0,41 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 229 | 1,78 | 24 | 4,35 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 666 542 | 11,64 | 70 467 | 10,67 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 169 | 18 | ||||||
| 2026-04-24 | 13F | Bayban | 10 | 1 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 97 010 | 21,02 | 10 | 25,00 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 152 760 | 16 150 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 3 | 50,00 | 0 | |||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 99 732 | 10 544 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 5 517 | 32,78 | 583 | 31,60 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 289 272 | 181,96 | 29 792 | 170,00 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 18 649 | 1 972 | ||||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 67 793 | 110,60 | 7 167 | 108,77 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 48 328 | 8,29 | 5 109 | 7,35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2 797 | 296 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 909 | 14,77 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 27 | 8,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 239 | 2,40 | 131 | 0,78 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 110 | 0 | ||||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 167 800 | 12,17 | 17 896 | 18,17 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 1 641 | 1,55 | 173 | 0,58 | ||||
| 2026-04-30 | 13F | Caisse Des Depots Et Consignations | 30 051 | 69,02 | 3 177 | 67,51 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 172 | 173,02 | 18 | 200,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 158 887 | 1,72 | 16 945 | 7,17 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 101 | 146,34 | 11 | 150,00 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 12 | 140,00 | 1 | |||||
| 2026-04-14 | 13F | Seven Mile Advisory | 2 444 | 258 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2 519 | 14,66 | 266 | 13,68 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 4 346 | 30,55 | 459 | 29,30 | ||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 6 017 | 5,86 | 636 | 4,95 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | Put | 9 308 | 984 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | Call | 2 365 | 250 | |||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 1 867 | 197 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 456 | 0,22 | 48 | 0,00 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 16 235 | 4,51 | 1 716 | 3,62 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 865 308 | 0,91 | 91 480 | 0,03 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 392 | 5,09 | 570 | 4,20 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 344 040 | 6,18 | 36 372 | 5,26 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4 | 0 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3 368 | 19,09 | 356 | 17,94 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 487 | 25,16 | 263 | 24,17 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 108 548 | 8,65 | 11 476 | 7,70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12 148 | 29,29 | 1 284 | 28,14 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 406 | 3,57 | 43 | 2,44 | ||||
| 2026-05-15 | 13F | Kemnay Advisory Services Inc. | 796 | 286,41 | 84 | 300,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 78 | 8 | ||||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 10 912 | 1 154 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 306 770 | 6,36 | 32 432 | 5,45 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2 540 | 271 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 14 | 2 | ||||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 33 481 | 0,55 | 3 540 | −0,34 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2 713 | 3,04 | 287 | 1,06 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 16 729 | 9,07 | 1 769 | 8,13 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 12 983 | 1 373 | ||||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 27 683 | 329,06 | 2 927 | 325,29 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 68 794 | 12,74 | 7 | 16,67 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 177 950 | 31,48 | 18 813 | 30,33 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 6 727 | 2,45 | 711 | 1,57 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 9 100 | 4,60 | 962 | 3,78 | |||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 735 | 78 | ||||||
| 2026-05-06 | 13F | California Public Employees Retirement System | 137 390 | 4,42 | 14 525 | 3,51 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 72 178 | 13,55 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 64 380 | 8,25 | 6 806 | 7,32 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 77 480 | 4,03 | 8 191 | 3,12 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 128 664 | 9,28 | 13 602 | 8,32 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 3 186 | 0,63 | 337 | −0,30 | ||||
| 2026-03-26 | 13F/A | Peak6 Llc | 7 685 | 682 | ||||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 20 537 | 3,14 | 2 171 | −1,23 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 249 | 26 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 10 899 | 4,83 | 1 152 | 3,97 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24 680 | 6,13 | 2 609 | 5,16 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 2 912 | 0,76 | 308 | −0,32 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 6 766 | 773 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 650 | 0 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 4 060 350 | 0,46 | 429 240 | −0,42 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2 569 | 272 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 408 | 255 | ||||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3 866 | 409 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 1 085 917 | 10,69 | 114 803 | 9,72 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 49 011 | 0,91 | 5 181 | −10,30 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 3 847 | 407 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 2 | 100,00 | 0 | |||||
| 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 | 456 482 | 48 259 | ||||||
| 2026-05-08 | 13F | Dockside LLC | Put | 9 429 | 997 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 239 | 2,82 | 1 082 | 1,88 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 906 | 7,44 | 201 | 6,35 | ||||
| 2026-05-13 | 13F | Gator Capital Management, LLC | 105 965 | 2,90 | 11 203 | 2,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 12 | 50,00 | 1 | |||||
| 2026-04-15 | 13F | Bayforest Capital Ltd | 249 | 26 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 31 400 | 0,96 | 3 320 | 0,09 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 188 | 13,00 | 548 | 12,07 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 297 852 | 10,77 | 31 489 | 9,81 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 35 593 | 29,26 | 3 763 | 28,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24 256 | 42,10 | 2 564 | 40,88 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 225 250 | 31,23 | 23 813 | 30,08 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12 675 | 8,52 | 1 340 | 7,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 86 | 1,18 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 6 757 | 12,99 | 714 | 12,09 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 157 500 | 16,06 | 16 651 | 15,05 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 119 100 | 38,01 | 12 591 | 36,81 | |||
| 2026-04-13 | 13F | True Wealth Design, LLC | 142 | 39,22 | 15 | 50,00 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 3 525 | 0 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 91 | 160,00 | 10 | 200,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 2 443 | 0,08 | 261 | 27,45 | ||||
| 2026-05-05 | 13F | Plato Investment Management Ltd | 2 126 | 554,15 | 225 | 558,82 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 10 340 | 3,97 | 1 093 | 3,11 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 7 384 | 10,59 | 781 | 9,55 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 1 526 708 | 0,69 | 161 404 | −0,19 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 37 173 | 3 930 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 128 | 29,29 | 14 | 30,00 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 2 220 | 235 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2 405 | 5,53 | 254 | 4,53 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 467 | 9,88 | 49 | 8,89 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 2 916 | 288,28 | 308 | 316,22 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 | 0 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4 225 | 15,34 | 447 | 13,20 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 20 282 | 2,46 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 16 311 | 97,14 | 1 724 | 95,46 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 105 | 2,94 | 11 | 10,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 3 311 | 16,46 | 350 | 15,51 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1 725 | 182 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 275 | 66,88 | 0 | |||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 92 672 | 4,92 | 9 797 | 4,01 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1 184 | 41,63 | 125 | 40,45 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 624 910 | 9,65 | 171 785 | 8,69 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3 845 | 17,94 | 406 | 17,00 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 13 909 | 179,80 | 1 470 | 177,36 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6 862 | 18,99 | 725 | 17,89 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2 569 | 272 | ||||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 34 957 | 1,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3 154 213 | 333 463 | ||||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 199 723 | 1,83 | 21 115 | 0,94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 13 111 | 3,72 | 1 386 | 138 500,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 3 586 | 3,64 | 379 | 2,99 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 484 713 | 31,62 | 51 290 | 30,60 | ||||
| 2026-05-15 | 13F | State Street Corp | 2 931 361 | 0,72 | 309 903 | −0,16 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 51 400 | 62,66 | 5 434 | 61,25 | |||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 20 900 | 1,95 | 2 210 | 1,05 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4 139 | 110,32 | 438 | 109,09 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 44 967 | 36,14 | 4 754 | 34,95 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 239 976 | 2,20 | 25 594 | 7,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1 907 | 202 | ||||||
| 2026-05-15 | 13F | Tpg Gp A, Llc | 4 715 554 | 498 528 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 980 | 0,76 | 211 | 6,57 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 748 | 1 381,36 | 191 | 1 491,67 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 23 525 | 277,67 | 2 487 | 274,55 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 728 | 18,39 | 394 | 17,61 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 34 941 | 41,27 | 3 694 | 40,05 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 58 562 | 3,10 | 6 191 | 2,21 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 540 | 36,03 | 2 911 | 34,83 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 4 201 | 8,41 | 444 | 7,51 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2 968 | 28,93 | 314 | 27,76 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 103 446 | 18,13 | 10 936 | 17,10 | ||||
| 2026-04-27 | 13F | RWC Asset Management LLP | 53 221 | 6,36 | 5 627 | 5,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 2 793 | 0,40 | 295 | −0,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 111 | 117 | ||||||
| 2026-05-14 | 13F | Centiva Capital, LP | 2 667 | 282 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 219 | 340 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 378 | 11,80 | 241 | 6,64 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3 | 0 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 929 | 5,25 | 415 | 4,27 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 490 277 | 20,75 | 50 494 | 16,61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 910 853 | 2,79 | 96 295 | 1,90 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 503 | 0,44 | 265 | −0,38 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 78 | 8 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 501 | 4,82 | 159 | 3,95 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 325 222 | 17,48 | 34 382 | 16,46 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 14 | 75,00 | 1 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 495 | 14,04 | 159 | 20,45 | ||||
| 2026-05-11 | 13F | Lsv Asset Management | 1 059 841 | 18,16 | 112 | 17,89 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 408 | 119,21 | 1 100 | 117,39 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 41 103 | 15 469,32 | 4 345 | 15 417,86 | ||||
| 2026-05-14 | 13F | Vinva Investment Management Ltd | 13 718 | 30,25 | 2 061 | 21,89 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 3 366 | 356 | ||||||
| 2026-05-07 | 13F | Summit Global Investments | 12 280 | 1,28 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 189 535 | 5,66 | 20 038 | 4,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 106 942 | 6,61 | 11 306 | 5,68 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 34 871 | 12,05 | 3 687 | 11,09 | ||||
| 2026-05-12 | 13F | Close Asset Management Ltd | 3 585 | 2,08 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 155 | 228 | ||||||
| 2026-05-07 | 13F | Mutual Of America Capital Management Llc | 8 104 | 4,31 | 857 | 3,38 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 8 310 | 29,70 | 879 | 28,55 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 7 | 16,67 | 1 | |||||
| 2026-05-15 | 13F | Gillson Capital LP | 100 900 | 11 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 86 | 4,88 | 9 | 12,50 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 236 | 8,76 | 25 | 4,35 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 10 060 | 37,96 | 1 064 | 36,81 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1 980 | 209 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 323 852 | 12,97 | 34 238 | 11,99 | ||||
| 2026-04-13 | 13F | Artemis Investment Management LLP | 31 116 | 23,08 | 3 290 | 22,00 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 1 260 | 133 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2 860 | 302 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3 802 | 0,11 | 402 | −0,99 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 223 | 4,21 | 24 | 4,55 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3 866 | 29,04 | 409 | 27,90 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3 286 | 347 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 10 | 42,86 | 1 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 10 163 | 41,66 | 1 074 | 40,39 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4 683 | 26,53 | 495 | 25,63 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 23 | 15,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 065 201 | 2,07 | 112 613 | 1,18 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 45 442 | 4 804 | ||||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 80 710 | 22,41 | 8 533 | 21,35 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 4 492 | 40,99 | 475 | 39,82 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20 582 | 12,40 | 2 176 | 11,42 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 6 900 728 | 3,75 | 729 545 | 2,84 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 3 012 | 28,44 | 318 | 27,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 45 | 5 | ||||||
| 2026-04-10 | 13F | Matrix Trust Co | 187 | 1,08 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 50 172 | 24,09 | 5 304 | 23,03 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 80 | 8 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 102 500 | 10 836 | ||||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 17 513 | 4,08 | 1 851 | 3,18 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 401 | 46,35 | 42 | 44,83 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 9 400 | 994 | ||||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 62 154 | 6 571 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 8 944 | 3,45 | 946 | 2,49 | ||||
| 2026-05-14 | 13F | Philadelphia Financial Management of San Francisco, LLC | 50 000 | 5 286 | ||||||
| 2026-05-13 | 13F | nVerses Capital, LLC | 3 876 | 410 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 2 181 568 | 26,81 | 239 446 | 30,49 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 84 824 | 23,95 | 8 968 | 22,87 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 195 | 21 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 9 340 | 90,73 | 987 | 89,08 | ||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 19 666 | 6,99 | 2 025 | 3,32 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 3 623 | 1,06 | 383 | 0,26 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 9 608 | 1 016 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 57 638 | 6,22 | 6 093 | 5,31 |
