XONA - Exxon Mobil Corporation Ações - Preço das Ações, Propriedade Institucional, Acionistas

Exxon Mobil Corporation
BG ˙ BUL ˙ US30231G1022
Estatísticas Básicas
Proprietários Institucionais 4860 total, 4778 long only, 4 short only, 78 long/short - change of -1.48% MRQ
Alocação Média no Portfólio 0.7363 % - change of 11.01% MRQ
Ações em Circulação shares (source: Capital IQ)
Ações Institucionais (Longas) 3,156,627,899 - 76.17% (ex 13D/G) - change of 329.18MM shares 11.64% MRQ
Valor Institucional (Longa) $ 496,207,859 USD ($1000)
Propriedade Institucional e Acionistas

Exxon Mobil Corporation (BG:XONA) tem 4860 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 3,156,627,899 ações. Os maiores acionistas incluem Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Fmr Llc, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Jpmorgan Chase & Co, Morgan Stanley, and Bank Of America Corp /de/ .

Exxon Mobil Corporation (BUL:XONA) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-22 13F Avantra Family Wealth, Inc. 2,408 -2.47 408 37.37
2026-01-22 13F AllGen Financial Advisors, Inc. 3,199 -18.41 385 -13.12
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2,378 -39.74 403 -15.51
2026-04-30 13F Carmel Capital Partners, LLC 4,926 55.10 836 118.59
2026-05-15 13F Inspire Advisors, LLC 29,836 -6.49 5,062 31.86
2026-01-21 13F Oak Thistle LLC 0 -100.00 0
2026-02-17 13F Advanced Portfolio Management, LLC 5,041 607
2026-02-04 13F Virginia Retirement Systems Et Al 559,672 10.79 67,351 18.25
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 133,718 -0.76 22,687 39.91
2026-01-07 13F Yeomans Consulting Group, Inc. 3,235 -4.99 389 2.10
2026-05-01 13F Reuter James Wealth Management, Llc 172,043 -2.98 29,189 36.78
2026-04-23 13F Emerald Advisors, LLC 14,219 0.59 2,412 41.80
2026-02-17 13F Ninepoint Partners LP 4,476 0.00 539 6.75
2026-05-05 13F SOUTH STATE Corp 78,667 5.73 13,347 49.05
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 26,576 14.49 4,509 61.40
2026-04-23 13F Sawyer & Company, Inc 35,162 -9.14 5,966 28.09
2026-05-01 13F Warburton Capital Management, LLC 5,403 9.59 1
2026-05-14 13F Johnson Financial Group, LLC 12,768 37.85 2,166 94.43
2026-04-29 13F Nichols & Pratt Advisers Llp /ma 74,908 -0.51 12,709 40.26
2026-05-08 13F Asset Management One Co., Ltd. 1,950,672 1.66 330,951 43.11
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 0 -100.00 0
2026-05-14 13F Select Asset Management & Trust 41,141 -12.73 7 20.00
2026-04-22 13F Atwater Malick LLC 5,608 9.96 951 55.14
2026-04-27 13F Strathmore Capital Advisors, Inc. 2,115 8.52 315 34.19
2026-04-21 13F Roth Financial Partners LLC 5,331 0.00 904 41.03
2026-05-15 13F Fullerton Fund Management Co Ltd 2,901 492
2026-05-12 13F Resurgent Financial Advisors LLC 22,929 9.45 3,890 54.30
2026-05-13 13F Philadelphia Trust Co 61,586 13.04 10 66.67
2026-05-11 13F Westpac Banking Corp 19,263 -1.32 3,268 39.12
2026-05-15 13F Quadcap Wealth Management, LLC 20,706 -1.46 3,513 38.96
2026-05-08 13F Guidance Capital, Inc 3,383 -1.71 524 13.70
2026-04-28 13F Peak Financial Management, Inc. 2,926 3.80 497 46.31
2026-05-04 13F Schnieders Capital Management, Llc. 36,274 0.78 6,154 42.09
2026-04-17 13F LMG Wealth Partners, LLC 61,251 -0.74 10,392 39.93
2026-04-24 13F Secured Retirement Advisors, Llc 18,813 -0.60 3,192 40.14
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 5,645 0.00 958 40.94
2026-04-20 13F 25 Llc 2,209 18.32 375 66.96
2026-04-21 13F Financial Planning Navigators CORP 1,953 331
2026-05-12 13F Werba Rubin Papier Wealth Management 15,305 5.59 2,597 48.85
2026-04-13 13F Chickasaw Capital Management Llc 14,792 0.00 3 100.00
2026-05-05 13F Schwallier Wealth Management LLC 0 -100.00 0
2026-05-11 13F Strengthening Families & Communities, LLC 32,418 -12.76 5,500 23.01
2026-05-14 13F Permanent Capital Management, LP 5,187 -37.23 801 -19.52
2026-04-22 13F J. Team Financial, Inc. 8,952 -27.37 1,519 2.36
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 5,865 -19.38 995 13.71
2026-05-04 13F Bleakley Financial Group, LLC 158,171 0.15 26,835 41.20
2026-05-13 13F Tobias Financial Advisors, Inc. 3,765 -16.41 639 17.71
2026-05-14 13F St. Louis Trust Co 42,724 -5.17 7,249 33.70
2026-04-14 13F Global Trust Wealth Management LLC 5,087 94.90 863 174.84
2026-05-01 13F Slagle Financial, LLC 46,220 -1.27 7,842 39.20
2026-05-12 13F Teachers Insurance & Annuity Association Of America 5,765 0.00 978 41.13
2026-05-15 13F Sun Financial Inc 3,407 -1.39 520 25.30
2026-02-17 13F Snowden Capital Advisors LLC 152,605 1.94 18,365 8.80
2026-04-13 13F Plan Group Financial, LLC 49,311 6.97 8,366 50.82
2026-04-10 13F Centurion Wealth Management LLC 11,932 -0.20 2,024 40.75
2026-05-15 13F Siemens Fonds Invest GmbH 60,025 -1.70 10,184 37.85
2026-05-05 13F Collaborative Wealth Managment Inc. 2,807 -47.22 476 -25.51
2026-05-05 13F Marks Group Wealth Management, Inc 28,149 0.80 4,776 42.11
2026-04-21 13F Topsail Wealth Management, LLC 3,807 -4.83 646 34.10
2026-05-15 13F Geode Capital Management, Llc 95,478,649 -0.46 16,130,047 40.33
2026-05-07 13F Lountzis Asset Management, Llc 5,567 0.00 944 41.11
2026-04-16 13F Tortuga Wealth Management, Inc 3,830 461
2026-04-15 13F AlphaStar Capital Management, LLC 69,106 -17.19 11,725 16.75
2026-04-21 13F Fruth Investment Management 80,430 -0.28 14 44.44
2026-04-22 13F Carroll Advisory Group, LLC 6,777 -14.95 1,150 19.94
2026-04-09 13F VERITY Wealth Advisors 2,274 -71.36 386 -59.69
2026-04-15 13F Targeted Financial Services LLC 13,549 -9.84 2,299 25.37
2026-05-01 13F Jmac Enterprises Llc 9,517 0.00 1,615 40.96
2026-05-15 13F Amussen Hunsaker Associates Llc 10,130 7.35 1,719 51.37
2026-05-12 13F Chesapeake Asset Management Llc 6,815 7.32 1,156 51.31
2026-04-08 13F Quantum Financial Advisors, LLC 13,060 3.02 2,216 45.25
2026-04-09 13F Overbrook Management Corp 3,782 9.18 642 54.09
2026-04-13 13F Robinhood Asset Management, LLC 55,123 -18.71 9,352 14.61
2026-04-15 13F Hartford Financial Management Inc. 30,605 -5.13 5,192 33.78
2026-05-11 13F Atlas Legacy Advisors, LLC 6,065 -24.01 1,026 4.38
2026-04-15 13F Client 1st Advisory Group, Llc 20,860 -37.51 3,539 -11.88
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 147,058 73.93 24,950 145.22
2026-04-24 13F Advanced Asset Management Advisors Inc 92,614 0.00 15,713 40.98
2026-04-24 13F Optas, LLC 9,813 13.00 1,665 59.23
2026-05-05 13F Correct Capital Wealth Management 23,144 -2.56 3,927 37.37
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 9,614 1,631
2026-05-07 13F Centerpoint Advisors, LLC 5,479 -5.84 1
2026-05-12 13F Rakuten Investment Management, Inc. 622,111 11.75 106,673 58.97
2026-05-11 13F Bailard, Inc. 45,223 -0.18 7,673 40.72
2026-04-16 13F Sterling Investment Counsel, LLC 4,703 -17.85 798 18.42
2026-05-11 13F Elevation Wealth Management LLC 2,161 367
2026-05-12 13F Curio Wealth, Llc 232 14.29 39 62.50
2026-04-30 13F Beirne Wealth Consulting Services, LLC 14,062 7.62 2,386 51.72
2026-05-07 13F Greykasell Wealth Strategies, Inc. 944 67.38 160 138.81
2026-04-28 13F SBI Securities Co., Ltd. 129,280 3.62 21,934 46.09
2026-05-11 13F Daymark Wealth Partners, Llc 250,711 -2.59 42,536 37.32
2026-05-12 13F TT Capital Management LLC 2,501 0.00 424 41.33
2026-05-15 13F Eagle Global Advisors Llc 144,006 -2.80 24,432 37.04
2026-05-12 13F Alerus Financial Na 121,871 3.76 20,677 46.29
2026-04-21 13F WT Wealth Management 2,421 -22.25 411 9.63
2026-05-13 13F Parkshore Wealth Management, Inc. 2,100 3.30 356 45.90
2026-04-09 13F Meritas Wealth Management, LLC 1,416 240
2026-04-30 13F Legacy Financial Advisors, Inc. 23,805 2.51 4,039 44.52
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 19,370 27.60 3,286 79.96
2026-04-28 13F Winthrop Capital Management, LLC 12,058 -3.06 2 100.00
2026-05-14 13F Bleichroeder LP 1,075 0.00 182 41.09
2026-05-14 13F Marathon Trading Investment Management LLC 1,840 -28.10 312 1.63
2026-04-20 13F Centennial Wealth Advisory LLC 8,562 9.10 1,453 53.81
2026-04-22 13F tru Independence LLC 2,876 -3.49 488 36.03
2026-04-07 13F Abner Herrman & Brock Llc 127,018 -0.17 22 40.00
2026-05-13 13F Mizuho Markets Cayman LP 880,159 -35.82 149,328 -9.52
2026-04-22 13F Traphagen Investment Advisors Llc 16,594 5.73 2,815 49.10
2026-05-15 13F Voleon Capital Management Lp 38,849 -49.41 6,591 -28.67
2026-05-14 13F Marathon Trading Investment Management LLC Put 200 0.00 34 37.50
2026-04-28 13F Tempus Wealth Planning, LLC 4,364 -16.41 740 17.83
2026-05-04 13F Y.D. More Investments Ltd 6,873 21.11 1,166 70.97
2026-05-06 13F WoodTrust Financial Corp 8,090 -0.85 1
2026-05-15 13F Advisory Services Network, LLC 273,429 12.34 46,390 58.39
2026-02-10 13F Principia Wealth Advisory, LLC 868 4.20 105 11.83
2026-04-27 13F Citizens & Northern Corp 26,103 -0.89 4,429 39.73
2026-04-23 13F 3Chopt Investment Partners, LLC 23,466 2.93 3,981 45.13
2026-05-12 13F Baker Avenue Asset Management, LP 220,818 11.80 37,464 57.62
2026-04-20 13F Louisiana State Employees Retirement System 213,000 -1.11 36,138 39.41
2026-04-21 13F Penbrook Management LLC 1,280 217
2026-04-28 13F Stephens Inc /ar/ 311,896 -11.01 52,984 25.27
2026-02-06 13F Redmont Wealth Advisors Llc 459 0.00 55 7.84
2026-05-01 13F Martel Wealth Advisors Inc 1,281 217
2026-04-13 13F Mlp3, Llc 2,664 -6.76 452 31.49
2026-04-22 13F Essential Planning, LLC. 1,608 273
2026-05-01 13F Midwest Trust Co 710,969 3.86 120,623 46.42
2026-04-23 13F Lazari Capital Management, Inc. 16,289 -19.24 2,764 13.84
2026-04-23 13F SevenBridge Financial Group, LLC 60,265 -1.76 9,010 8.92
2026-04-20 13F SILVER OAK SECURITIES, Inc 31,307 -5.94 5,312 31.92
2026-04-24 13F Mitchell & Pahl Private Wealth, Llc 31,716 -0.96 5,381 39.63
2026-05-07 13F Advisor Resource Council Call 200 34
2026-05-14 13F Mill Creek Capital Advisors, LLC 15,938 -1.63 2,704 38.74
2026-05-04 13F Hexagon Capital Partners LLC 12,243 -14.80 2,077 20.13
2026-05-07 13F Advisor Resource Council 5,040 -9.25 855 16.80
2026-04-15 13F Radnor Capital Management, LLC 147,431 -1.04 25,013 39.51
2026-05-02 13F Auxano Advisors, LLC 15,280 -3.34 2,592 36.28
2026-04-01 13F Bangor Savings Bank 37,864 -8.56 6,424 28.92
2026-05-06 13F BOCHK Asset Management Ltd 66,500 11,282
2026-04-22 13F Shum Financial Group, Inc. 5,403 -13.92 917 21.32
2026-05-11 13F Foundations Investment Advisors, LLC 197,174 7.28 33,453 51.24
2026-04-24 13F Strs Ohio 1,997,275 -4.44 338,858 34.72
2026-04-17 13F Clear Trail Advisors, LLC 236,612 -0.89 40,144 39.73
2026-05-07 13F First National Trust Co 204,729 4.85 34,734 47.82
2026-02-11 13F MidWestOne Financial Group, Inc. 33,202 -11.75 3,996 -5.80
2026-05-11 13F Momentous Wealth Management, Inc. 5,749 1.21 975 42.75
2026-05-11 13F Boston Partners 394,898 -5.17 66,998 33.61
2026-04-29 13F Sageworth Trust Co 4,555 -11.90 773 24.12
2026-05-12 13F Ruggiero Investments, Inc. 8,263 1.47 1,402 43.11
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 7,780 2.83 1,320 44.95
2026-04-03 13F Investors Research Corp 5,079 -15.41 862 19.25
2026-05-13 13F Jaffetilchin Investment Partners, LLC 18,690 5.72 3,171 49.04
2026-04-29 13F Invested Advisors 1,214 206
2026-04-22 13F Janney Montgomery Scott LLC 1,539,743 -4.22 261 35.23
2026-04-08 13F Significant Wealth Partners LLC 2,287 -36.82 388 -11.03
2026-05-07 13F Fedenia Advisers LLC 2,541 2.09 431 44.15
2026-04-14 13F Papp L Roy & Associates 90,103 0.16 15,287 41.21
2026-05-13 13F Fox Hill Wealth Management 8,855 -0.76 1,502 39.98
2026-04-13 13F BFI Infinity Ltd. 27,902 4,734
2026-05-14 13F Traynor Capital Management, Inc. 15,128 3.55 2,594 47.50
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 7,125 8.66 1,209 53.11
2026-05-15 13F State of Tennessee, Treasury Department 1,455,134 -7.75 246,878 10.68
2026-05-08 13F Zions Bancorporation, National Association /ut/ 38,708 -57.99 6,567 -40.77
2026-04-13 13F Richard P Slaughter Associates Inc 21,904 8.25 3,716 52.67
2026-04-20 13F Cardinal Strategic Wealth Guidance 3,720 1.86 631 43.74
2026-05-18 13F Twin Lakes Capital Management, LLC 39,183 -1.03 6,648 39.53
2026-04-13 13F Massmutual Trust Co Fsb/adv 169,772 -9.88 28,804 27.05
2026-04-16 13F BlueSky Wealth Advisors, LLC 5,716 12.01 970 57.82
2026-04-13 13F Lee Financial Co 16,920 -10.20 2,871 26.60
2026-04-23 13F Eagle Wealth Advisors LLC 2,625 0.50 445 41.72
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 7,897 -1.74 1,340 38.47
2026-04-30 13F Guided Capital Wealth Management, LLC 16,625 -0.18 2,821 40.72
2026-05-05 13F West Michigan Advisors, Llc 3,406 -5.47 578 33.26
2026-05-14 13F Marshall Wace, Llp Put 62,000 10,519
2026-05-14 13F Marshall Wace, Llp Call 64,900 1,445.24 11,011 2,080.20
2026-04-08 13F Fermata Advisors, LLC 9,216 24.86 1,564 76.01
2026-04-15 13F Purus Wealth Management, LLC 1,437 244
2026-04-07 13F St. Louis Financial Planners Asset Management, LLC 25,655 -15.93 4,353 18.52
2026-04-23 13F CBOE Vest Financial, LLC 504,458 -5.66 85,586 33.00
2026-05-14 13F Marshall Wace, Llp 275,000 -62.59 46,656 -47.25
2026-04-16 13F Cambridge Advisors Inc. 7,335 0.07 1,245 41.04
2026-05-15 13F JMN Financial LLC 3,303 29.68 560 83.01
2026-05-05 13F Journey Advisory Group, LLC 39,759 -17.64 6,659 14.87
2026-05-13 13F Aureus Asset Management, LLC 3,736 8.70 634 53.27
2026-02-02 13F Wolverine Asset Management Llc 0 -100.00 0 -100.00
2026-05-15 13F Rehmann Capital Advisory Group 29,957 0.69 5,082 41.96
2026-04-17 13F Brown, Lisle/cummings, Inc. 29,665 -5.21 5,033 33.62
2026-05-08 13F/A Notis-McConarty Edward 23,760 -0.21 4,031 40.70
2026-04-20 13F Focused Wealth Management, Inc 24,849 3.36 4,216 45.70
2026-05-15 13F Cape Investment Advisory, Inc. 9,161 45.34 1,554 105.01
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 3,674 -4.10 623 35.43
2026-05-07 13F Gladius Capital Management LP Call 198,100 119.38 33,610 209.30
2026-05-08 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-05-07 13F Gladius Capital Management LP Put 134,600 27.10 22,836 79.19
2026-04-23 13F Balanced Wealth Group Llc 1,437 244
2026-05-06 13F Audent Global Asset Management, LLC 3,379 -1.92 573 38.41
2026-05-11 13F RiverFront Investment Group, LLC 109,855 40.45 18,638 98.02
2026-05-11 13F Caitong International Asset Management Co., Ltd 55,643 9,440
2026-05-05 13F Freedom Day Solutions, LLC 31,366 -1.10 5,321 39.44
2026-05-07 13F Agf Management Ltd 221,012 -27.87 37,497 1.70
2026-05-06 13F World Equity Group, Inc. 25,627 -0.55 4,348 40.18
2026-04-30 13F Summa Corp. 6,600 -5.71 1,120 32.90
2026-05-15 13F Solus Alternative Asset Management LP 205,310 -32.75 34,833 -5.20
2026-04-30 13F Simplicity Wealth,LLC 50,156 11.18 8,509 56.76
2026-04-13 13F Nvest Wealth Strategies, Inc. 265 0.38 45 41.94
2026-05-07 13F Omnia Family Wealth, LLC 1,899 -48.66 322 -27.64
2026-05-14 13F Baird Financial Group, Inc. 1,356,023 -1.68 230,063 38.62
2026-04-21 13F Moseley Investment Management Inc 6,371 -1.04 1,081 39.53
2026-05-15 13F Pitti Group Wealth Management, LLC 14,857 0.00 2,521 41.02
2026-05-12 13F Tufton Capital Management 84,890 -1.44 14 40.00
2026-05-01 13F Diversify Wealth Management, Llc 100,340 113.55 15,520 161.04
2026-04-21 13F Xcel Wealth Management, LLC 4,576 -7.26 776 30.86
2026-05-08 13F Deseret Mutual Benefit Administrators 17,230 75.91 2,923 148.13
2026-04-21 13F Founders Capital Management 59,025 0.51 10,014 41.70
2026-05-14 13F Lighthouse Investment Partners, LLC 0 -100.00 0
2026-05-14 13F Financial Sense Advisors, Inc. 30,070 -32.90 5,102 -5.41
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 128,819 -23.25 21,855 8.20
2026-04-16 13F TB Alternative Assets Ltd. 79,653 13,514
2026-04-27 13F Keating Investment Counselors Inc 15,744 -13.99 2,671 21.30
2026-05-12 13F Vines Capital Management, LLC 3,663 0.69 621 42.11
2026-05-14 13F Guilbault Capital LLC 5,373 0.00 912 41.02
2026-04-22 13F Kennedy Investment Group 11,162 7.86 1,894 52.05
2026-04-23 13F Wheelhouse Advisory Group LLC 2,666 -30.63 452 -2.80
2026-04-29 13F Landmark Wealth Management, LLC 9,924 250.55 1,684 395.00
2026-05-13 13F Machina Capital S.a.s. 2,306 -87.24 391 -82.01
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-05-11 13F Millennium Capital Advisors, LLC 9,727 -7.60 1,650 30.33
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 10,001 1,697
2026-04-08 13F Heritage Family Offices, LLP 5,804 92.57 985 171.82
2026-05-08 13F Dash Acquisitions Inc. 10,763 -5.15 1,589 -5.08
2026-04-24 13F James Investment Research Inc 33,766 17.52 5,729 65.69
2026-05-05 13F Cullen/frost Bankers, Inc. 502,743 6.83 85,295 50.61
2026-04-29 13F Staley Capital Advisers Inc 8,819 0.25 1,496 41.40
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2026-04-22 13F Wallington Asset Management, LLC 88,113 -4.83 14,949 34.18
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 25,366 18.98 4,304 67.76
2026-05-12 13F Rathbone Brothers plc 1,075,915 20.06 182,540 69.27
2026-04-13 13F Cogent Private Wealth, Inc. 6,848 106.95 1,162 191.71
2026-04-23 13F waypoint wealth counsel 6,995 -29.18 1,187 -0.17
2026-05-12 13F Rather & Kittrell, Inc. 7,598 -0.05 1,289 41.03
2026-05-13 13F Synergy Financial Management, LLC 4,910 -85.62 833 -79.72
2026-04-07 13F Agate Pass Investment Management, LLC 17,090 -1.97 2,900 38.18
2026-05-14 13F Rockefeller Capital Management L.P. 2,043,449 6.21 346,692 49.74
2026-05-15 13F Aufman Associates Inc 8,648 -4.28 1,467 34.96
2026-04-27 13F Koshinski Asset Management, Inc. 47,347 -1.15 8,033 39.37
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 198,084 144.19 33,607 244.29
2026-04-14 13F LifeGoal Wealth Advisors 4,373 -1.20 703 32.14
2026-05-06 13F LPL Financial LLC Call 0 -100.00 0 -100.00
2026-05-13 13F Bank Of Montreal /can/ Call 28,600 -18.75 4,852 14.57
2026-05-15 13F Horizon Kinetics Asset Management Llc 39,692 2.88 6,734 45.07
2026-05-13 13F Bank Of Montreal /can/ 5,086,595 -8.58 862,992 28.89
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 2,030 -14.96 344 19.86
2026-04-15 13F Park Capital Management, LLC / WI 2,038 -6.94 346 31.18
2026-05-15 13F Mcdonald Partners Llc 46,131 148.27 7,827 250.00
2026-05-07 13F Tacita Capital Inc 664 0.00 113 41.77
2026-05-20 13F/A Arete Wealth Advisors, LLC 75,930 -5.63 12,882 143,033.33
2026-04-16 13F Sunbeam Capital Management, LLC 21,377 2.07 3,627 43.89
2026-05-14 13F Paragon Capital Management LLC 9,532 -1.57 1,617 38.80
2026-05-14 13F Bollard Group LLC 31,014 0.65 5 66.67
2026-05-12 13F Bey-Douglas LLC 4,413 0.50 749 41.67
2026-04-20 13F Financial Enhancement Group LLC 1,897 -87.37 278 -86.19
2026-05-01 13F Triton Wealth Management, PLLC 9,992 14.39 1,610 29.11
2026-05-08 13F Searle & Co. 79,843 -0.86 13,546 39.78
2026-05-14 13F Safeguard Investment Advisory Group, LLC 8,322 -7.18 1,412 30.77
2026-04-29 13F Connable Office Inc 0 -100.00 0
2026-04-08 13F Shore Point Advisors, LLC 8,803 0.00 1,494 40.98
2026-05-15 13F Talisman Wealth Advisors LLC 4,834 -8.88 820 27.93
2026-04-21 13F Biltmore Wealth Management, LLC 3,556 0.00 603 41.22
2026-05-07 13F Vision Retirement, LLC 461 -62.55 78 -47.30
2026-04-28 13F Walkner Condon Financial Advisors LLC 16,397 -5.53 2,782 33.19
2026-04-24 13F Ledyard National Bank 43,013 8.59 7,298 53.11
2026-05-12 13F Advocacy Wealth Management Services, LLC 3,068 -24.58 520 6.34
2026-04-20 13F White Pine Investment CO 1,240 0
2026-04-21 13F Trueblood Wealth Management, LLC 13,130 -1.86 2,228 38.32
2026-04-17 13F Verde Capital Management 1,307 222
2026-01-23 13F Bowman & Co S.C. 5,605 0.14 675 6.81
2026-05-05 13F Smith, Moore & Co. 46,906 -0.50 7,958 40.28
2026-05-14 13F Fca Corp /tx 2,471 -5.94 419 32.59
2026-04-10 13F Integris Wealth Management, LLC 6,708 2.30 1,138 44.23
2026-04-07 13F Heartwood Wealth Advisors LLC 8,941 -8.70 1,517 28.69
2026-04-27 13F Smith & Howard Wealth Management, LLC 2,926 -68.47 496 -55.56
2026-04-22 13F TPG Advisors LLC 1,413 240
2026-05-01 13F Consilio Wealth Advisors, Llc 9,036 9.63 1,533 54.69
2026-05-04 13F Barrett & Company, Inc. 19,131 6.35 3,246 49.95
2026-04-28 13F Bogart Wealth, LLC 1,216,193 -12.21 206,339 23.77
2026-04-15 13F Belleair Asset Management, LLC 4,789 0.00 813 40.97
2026-05-15 13F Silver Grove Financial Group, Inc. 4,754 -2.22 807 38.01
2026-04-22 13F Englebert Financial Advisers, LLC 1,862 -23.06 316 8.25
2026-04-20 13F Miller Howard Investments Inc /ny 10,935 -52.91 1,855 -33.61
2026-05-15 13F Bluefin Capital Management, Llc 0 -100.00 0
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 134,262 -3.41 22,779 36.18
2026-05-13 13F Lavaca Capital Llc 57,177 2.64 9,701 44.71
2026-05-07 13F Commonwealth Financial Services, LLC 20,985 4.91 3,560 47.90
2026-05-11 13F TD Capital Management LLC 6,596 -5.08 1,119 33.85
2026-05-12 13F Focused Alpha, Llc 4,961 180.92 842 296.70
2026-05-15 13F Caledonia (Private) Investments Pty Ltd 2,199 373
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 40,100 0.53 6,803 14.43
2026-05-14 13F Roof Eidam & Maycock/adv 8,413 0.00 1,427 41.01
2026-05-01 13F Banyan Capital Management, Inc. 4,634 -11.29 786 25.16
2026-05-14 13F Schwerin Boyle Capital Management Inc 201,162 -6.69 34,129 31.55
2026-04-14 13F Legacy Trust 15,494 14.36 2,629 61.23
2026-05-11 13F Hamrick Investment Counsel, llc 333 -35.96 57 -9.68
2026-05-06 13F Assetmark, Inc 492,309 8.28 83,525 52.67
2026-05-12 13F Daybright Advisory Services, Inc. 1,483 252
2026-04-13 13F Pettinga Financial Advisors, LLC 5,012 -1.10 850 39.57
2026-05-01 13F Ruedi Wealth Management, Inc. 2,874 0.00 488 41.16
2026-04-27 13F DeDora Capital, Inc. 3,046 -1.96 517 38.34
2026-05-05 13F EnRich Financial Partners LLC 1,893 0.00 321 41.41
2026-04-27 13F Sierra Summit Advisors Llc 5,736 973
2026-05-08 13F Tower Wealth Partners, Inc. 14,632 -1.14 2,482 39.36
2026-05-08 13F Sofos Investments, Inc. 5,972 41.18 1,013 99.02
2026-05-15 13F Constant Guidance Financial LLC 3,883 0.00 659 40.90
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 10,767 0.00 1,827 41.00
2026-05-13 13F Lynch Investment Planning, LLC 1,756 0.52 298 41.43
2026-04-09 13F Goelzer Investment Management, Inc. 163,626 1.72 27,761 43.41
2026-04-09 13F Generali Investments, Management Co LLC 50,613 17.21 8,587 65.26
2026-04-27 13F HB Wealth Management, LLC 348,977 6.11 59,207 49.60
2026-05-14 13F BTG Pactual Asset Management US LLC 2,990 507
2026-05-14 13F PARK CIRCLE Co 13,468 0.00 2,285 40.99
2026-04-27 13F Sound Income Strategies, LLC 24,517 4.03 3,942 28.75
2026-05-13 13F Consultiva Wealth Management, Corp. 200 0.00 34 37.50
2026-05-14 13F B&l Asset Management Llc 10,623 34.28 1,802 89.29
2026-04-21 13F North Forty Two & Co. 5,330 0.00 904 41.03
2026-04-24 13F Cabot Wealth Management Inc 3,307 -2.01 561 38.18
2026-05-07 13F AlTi Global, Inc. 800,276 -17.06 135,775 16.93
2026-05-11 13F Saturna Capital CORP 1,584 269
2026-04-28 13F Intelligent Financial Strategies 600 0.00 102 40.28
2026-05-12 13F Azimuth Capital Investment Management LLC 211,183 -3.47 35,829 36.10
2026-05-15 13F Destination Wealth Management 35,859 6.38 6,084 49.98
2026-05-07 13F Prentiss Smith & Co Inc 11,321 0.00 1,921 40.97
2026-04-20 13F Brandywine Oak Private Wealth Llc 23,852 0.22 4,047 41.27
2026-05-19 13F Kensington Investment Counsel, LLC 17,548 222.51 2,977 355.20
2026-05-11 13F Elevate Wealth Advisory, Inc 1,457 247
2026-04-30 13F Stiles Financial Services Inc 19,501 2.17 3,309 44.08
2026-05-08 13F McAdam, LLC 20,071 12.96 3,405 59.26
2026-05-15 13F Trexquant Investment LP Call 2,100 356
2026-05-01 13F Blume Capital Management, Inc. 16,987 -0.97 2,882 39.58
2026-05-15 13F Trexquant Investment LP Put 4,400 747
2026-05-15 13F Trexquant Investment LP 105,643 640.06 17,923 943.86
2026-05-08 13F Intech Investment Management Llc 135,926 -35.16 23,061 -8.59
2026-02-18 13F Front Street Capital Management, Inc. 2,009 0
2026-02-05 13F Applied Finance Capital Management, LLC 0 -100.00 0
2026-04-10 13F YHB Investment Advisors, Inc. 31,710 2.17 5,380 44.05
2026-04-08 13F Lineweaver Wealth Advisors, LLC 36,386 -4.22 6,173 35.05
2026-04-24 13F Bishop & Co Investment Management, LLC 3,812 0.00 647 41.05
2026-05-14 13F New Paradigm Capital Management, LLC 5,000 848
2026-05-15 13F Utah Retirement Systems 686,886 -3.28 116,537 36.36
2026-04-23 13F Harbour Investment Management Llc 4,306 -27.95 731 1.53
2026-05-14 13F Osmosis Investment Management UK Ltd 0 -100.00 0
2026-04-21 13F Cambient Family Office, Llc 41,854 11.46 7,101 57.15
2026-05-14 13F Fort Point Capital Partners LLC 4,643 11.61 788 46.55
2026-04-23 13F 626 Financial, LLC 4,070 0.10 691 41.10
2026-05-06 13F Intentional Wealth Strategies, LLC 727 123
2026-04-24 13F Cane Capital Partners, LLC 42,771 -6.56 7,256 31.74
2026-04-28 13F Ti-trust, Inc 26,511 -0.06 4,498 40.88
2026-05-05 13F Philadelphia Investment Partners, LLC 3,453 586
2026-04-17 13F 55 North Private Wealth, LLC 10,476 -0.18 1,777 40.81
2026-05-06 13F Kiker Wealth Management, LLC 1,601 272
2026-04-21 13F Barlow Wealth Partners, Inc. 19,595 -0.26 2,869 17.20
2026-04-08 13F First Heartland Consultants, Inc. 8,743 1.11 1,483 42.60
2026-05-14 13F Oak Associates Ltd /oh/ 1,975 0.00 335 41.35
2026-04-30 13F Private Harbour Investment Management & Counsel, LLC 27,323 -33.79 4,636 -6.67
2026-05-13 13F Transcend Wealth Collective, Llc 81,445 -3.35 13,818 36.27
2026-05-04 13F Calamos Wealth Management LLC 45,250 3.60 7,677 46.09
2026-04-16 13F Heck Capital Advisors, LLC 0 -100.00 0
2026-04-17 13F Presilium Private Wealth, Llc 20,820 1.19 3,532 42.71
2026-05-15 13F Perennial Investment Advisors, LLC 13,044 -0.21 2,213 40.69
2026-04-17 13F Defined Wealth Management, Llc 5,554 1.00 942 42.51
2026-04-14 13F FMA Wealth Management, LLC 3,408 0.00 578 40.98
2026-04-09 13F DHJJ Financial Advisors, Ltd. 402 -1.71 68 38.78
2026-04-02 13F Fulcrum Equity Management 4,422 4.24 750 47.06
2026-04-21 13F Gagnon Securities Llc 0 -100.00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 9,561 -13.86 1,622 21.50
2026-05-12 13F Sivia Capital Partners, LLC 7,806 -45.50 1,324 -23.16
2026-04-16 13F Aegon Asset Management Uk Plc 432,496 130.22 73,364 224.58
2026-05-04 13F Alta Wealth Advisors LLC 6,864 11.83 1,164 57.72
2026-05-15 13F Pointe Capital Management LLC 7,586 -0.65 1,287 40.20
2026-05-15 13F Ascent Group, LLC 66,872 -5.69 11,346 32.97
2026-05-26 13F Summit Financial Wealth Advisors, LLC 48,990 -4.40 8,312 34.79
2026-04-16 13F Southern Capital Advisors, Llc 5,992 -4.65 1,017 34.39
2026-05-11 13F Expressive Wealth LLC 5,110 17.12 760 44.57
2026-04-17 13F Webster Bank, N. A. 37,437 -0.77 6,352 39.89
2026-05-13 13F Bradyco, Inc. 24,761 0.00 4,201 40.99
2026-05-18 13F Cim, Llc 27,906 -0.82 4,734 39.81
2026-05-07 13F True North Advisors, LLC 61,124 -3.35 10,370 36.27
2026-02-11 13F Alethea Capital Management, Llc 0 -100.00 0
2026-04-15 13F Perkins Coie Trust Co 5,526 0.00 938 41.11
2026-04-27 13F Platform Technology Partners 17,177 8.97 2,914 53.69
2026-05-06 13F Keystone Financial Services 7,166 9.39 1,216 54.19
2026-04-10 13F Insight Wealth Strategies, LLC 16,367 -6.11 2,777 32.38
2026-04-13 13F Compass Ion Advisors, LLC 16,867 0.37 2,862 41.49
2026-04-28 13F Argus Investors' Counsel, Inc. 7,970 -1.93 1,352 38.24
2026-04-08 13F Oliver Luxxe Assets LLC 26,859 -0.37 4,557 40.44
2026-05-15 13F Delaware Management Holdings, Inc. 1,784,911 -9.92 302,831 27.00
2026-04-22 13F Bluesphere Advisors, LLC 2,615 444
2026-05-13 13F Keystone Financial Group 53,205 1.13 9,021 42.51
2026-04-15 13F Journey Strategic Wealth Llc 44,618 9.51 7,570 54.40
2026-05-14 13F Bridgewealth Advisory Group, LLC 6,905 -48.25 1,172 -27.04
2026-04-09 13F Herbst Group, Llc 0 -100.00 0
2026-04-13 13F Bay Rivers Group 3,552 -2.74 603 37.13
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 44,616 -1.43 7,569 38.96
2026-04-24 13F Courage Miller Partners, LLC 10,522 0.00 1,785 41.00
2026-05-12 13F Centric Wealth Management 32,048 -0.65 4,925 10.33
2026-04-21 13F Instrumental Wealth, Llc 5,022 0.68 852 15.00
2026-04-20 13F Courier Capital Llc 81,075 0.99 13,755 42.39
2026-04-28 13F Blossom Wealth Management 5,136 -8.06 871 29.61
2026-05-11 13F Mizuho Securities Usa Llc 252,639 -17.72 42,863 20.42
2026-05-07 13F Rational Advisors Llc 11,979 -18.50 2,032 14.93
2026-04-24 13F Family Investment Center, Inc. 9,878 8.94 1,676 53.53
2026-05-07 13F Crewe Advisors LLC 24,760 7.14 4,201 51.02
2026-05-14 13F McKinney Capital Management, LLC 6,833 1,159
2026-04-30 13F Commons Capital, Llc 5,602 0.23 950 41.37
2026-04-08 13F Arlington Trust Co LLC 893 46.63 152 106.85
2026-05-12 13F Employees Provident Fund Board 1,013,354 -48.97 171,926 -28.06
2026-05-06 13F Wall Street Financial Group, Inc. 5,059 5.24 858 48.44
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 5,069 0.00 860 40.98
2026-05-15 13F Tower Research Capital LLC (TRC) 115,165 58.98 19,539 124.14
2026-05-08 13F/A Davidson Investment Advisors 1,213 206
2026-05-12 13F G2 Capital Management, Llc / Oh 10,339 195.57 1,754 317.62
2026-04-22 13F Portus Wealth Advisors, LLC 215 36
2026-05-11 13F MainStreet Investment Advisors LLC 4,725 145.45 802 246.75
2026-04-28 13F Stratos Wealth Advisors, LLC 33,605 -23.30 5,702 8.14
2026-05-13 13F Barrow Hanley Mewhinney & Strauss Llc 4,052,608 -2.14 687,565 37.96
2026-04-29 13F Investment Research Partners LLC 2,543 0.91 431 42.24
2026-05-12 13F Winton Capital Group Ltd 21,100 0.00 3,580 40.96
2026-04-20 13F Arta Finance Wealth Management LLC 4,954 13.55 840 60.00
2026-04-30 13F Relyea Zuckerberg Hanson LLC 33,319 -5.14 5,653 33.74
2026-02-10 13F Axq Capital, Lp 0 -100.00 0
2026-04-23 13F Johnson Wealth Management, LLC 1,822 8.65 309 53.73
2026-05-14 13F Lord, Abbett & Co. Llc 2,442,705 -12.01 414 23.95
2026-05-13 13F Oak Grove Capital LLC 1,800 0.00 305 41.20
2026-05-14 13F Pennington Partners & Co., Llc 2,518 36.55 427 93.21
2026-04-21 13F Narus Financial Partners, LLC 8,866 15.82 1,504 63.30
2026-05-14 13F Wills Financial Group LLC 11,043 -2.22 1,674 23.11
2026-04-29 13F Montag A & Associates Inc 75,160 -7.95 12,752 29.78
2026-05-05 13F State of New Jersey Common Pension Fund D 1,447,521 -0.89 245,586 39.73
2026-05-12 13F Titan Investment Solutions Ltd 17,282 -5.08 2,932 33.88
2026-04-22 13F Joel Isaacson & Co., LLC 71,633 1.47 12,153 43.06
2026-05-08 13F Private Management Group Inc 14,642 -2.98 2,484 36.78
2026-04-27 13F Gordian Advisors LLC 1,812 0.00 307 40.83
2026-04-22 13F Richard Bernstein Advisors LLC 21,440 0.00 3,638 40.97
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,682 -2.64 625 37.14
2026-05-04 13F Henderson Brothers Financial Partners, LLC 7,906 93.63 1,341 173.12
2026-05-29 13F Keel Point, LLC 23,573 -10.03 3,999 26.87
2026-05-06 13F J.P. Marvel Investment Advisors, LLC 44,295 6.42 7,515 50.06
2026-05-11 13F Exit Wealth Advisors, LLC. 3,018 9.71 512 54.38
2026-05-15 13F Harbour Investments, Inc. 131,293 111.60 22,276 198.37
2026-05-11 13F Chase Investment Counsel Corp 3,006 1
2026-05-06 13F Clifford Swan Investment Counsel Llc 289,161 -2.11 49,059 38.01
2026-05-01 13F Van Cleef Asset Management,Inc 170,833 -1.54 28,983 38.82
2026-04-10 13F Centurion Wealth Management LLC Call 0 -100.00 0
2026-04-01 13F Rowland & Co Investment Counsel/adv 79,683 -3.30 13,519 36.34
2026-05-07 13F Alta Advisers Ltd 16,458 0.00 2,792 41.01
2026-05-15 13F/A Vanguard Capital Management Llc 271,198,613 46,011,557
2026-05-11 13F Rinkey Investments 11,740 -1.26 1,992 39.23
2026-04-22 13F Storen Legacy Partners, LLC 1,420 241
2026-01-16 13F Red Lighthouse Investment Management, Llc 0 -100.00 0
2026-05-14 13F Entrewealth, Llc 4,889 0.00 830 13.87
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 30,930 2.02 5,248 43.83
2026-05-08 13F/A JPL Wealth Management, LLC 42,526 2.11 7,215 43.96
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 6,403 -75.62 1,086 -65.63
2026-04-30 13F Manske Wealth Management 36,883 -4.83 6,258 34.18
2026-05-06 13F Aire Advisors, Llc 9,506 14.30 1,613 61.20
2026-04-10 13F Daytona Street Capital LLC 658 -42.58 106 -23.36
2026-04-23 13F Members Wealth Llc 3,094 -3.79 463 6.70
2026-02-25 13F Kw Wealth Management Llc 2,121 255
2026-04-27 13F Flagstone Financial Management 6,820 2.10 1,157 44.08
2026-05-06 13F Cedar Point Capital Partners, LLC 1,335 226
2026-05-01 13F Royal London Asset Management Ltd 2,238,022 -0.56 379,703 40.19
2026-04-09 13F ASL Financial, LLC 2,191 2.05 372 43.80
2026-05-14 13F Elgethun Capital Management 7,785 -2.97 1,321 36.79
2026-05-07 13F Hopwood Financial Services, Inc. 38,499 -15.31 6,532 19.40
2026-04-14 13F Affiance Financial, LLC 2,260 0.00 384 40.81
2026-05-05 13F Ackerman Capital Advisors, LLC 19,352 0.01 3,283 41.02
2026-05-01 13F Abound Financial, Llc 1,919 6.08 326 49.77
2026-04-23 13F Scissortail Wealth Management, LLC 5,223 -10.30 889 26.82
2026-05-14 13F Loomis Sayles & Co L P 62,204 -24.81 10,554 6.01
2026-02-17 13F SageView Advisory Group, LLC 80,200 19.63 9,651 27.69
2026-04-24 13F Mills Wealth Advisors LLC 8,953 124.16 1,519 216.25
2026-05-14 13F Twin Tree Management, LP Call 118,000 -54.86 20,020 -36.36
2026-05-12 13F Richardson Capital Management LLC 80 515.38 14 1,200.00
2026-05-14 13F Twin Tree Management, LP Put 20,300 -40.64 3,444 -16.31
2026-04-28 13F Bravias Capital Group, LLC 1,757 298
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 310,792 0.90 52,729 42.25
2026-04-24 13F Argent Advisors, Inc. 83,243 -0.95 14,123 39.64
2026-04-30 13F Stablepoint Partners, LLC 13,519 -29.36 2,294 -0.39
2026-05-15 13F Family Management Corp 36,345 446.13 6,166 670.75
2026-04-10 13F RTD Financial Advisors, Inc. 8,435 2.82 1,431 44.98
2026-04-13 13F Buska Wealth Management, LLC 3,111 0.03 528 40.91
2026-05-05 13F Regions Financial Corp 1,738,245 -3.19 294,911 36.48
2026-05-12 13F Invesco Ltd. 18,893,575 8.79 3,205,484 53.37
2026-04-17 13F Charter Trust Co 206,087 -5.89 34,965 32.68
2026-04-08 13F Sax Wealth Advisors, Llc 30,301 -0.77 3,646 -0.76
2026-05-13 13F Sepio Capital, LP 8,785 2.31 1,491 44.24
2026-04-22 13F Investment Advisory Group, LLC 11,614 -11.04 1,970 25.40
2026-04-16 13F Smith, Salley & Associates 86,055 5.31 14,600 48.46
2026-05-06 13F Quadrant Private Wealth Management, LLC 57,793 0.53 9,805 41.73
2026-05-12 13F Acorn Creek Capital Llc 3,369 7.46 572 51.46
2026-05-15 13F Walsh & Associates, LLC 579 0.87 98 42.03
2026-05-15 13F Clark Capital Management Group, Inc. 949,998 0.63 161,177 41.87
2026-04-10 13F Northside Capital Management, LLC 15,790 -0.61 2,679 40.14
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 3,237 0.00 549 41.13
2026-03-27 13F Prosperity Wealth Management, Inc. 11,295 -3.25 1,359 3.27
2026-05-14 13F Capital Analysts, Inc. 26,165 53.99 4 100.00
2026-05-07 13F Advisor OS, LLC 28,550 20.99 4,844 70.59
2026-05-15 13F Glen Eagle Advisors, LLC 8,661 -1.40 1,469 38.98
2026-05-07 13F Koss-Olinger Consulting, LLC 1,953 -49.79 331 -29.27
2026-05-12 13F Atlantic Union Bankshares Corp 245,225 2.13 41,605 43.99
2026-04-09 13F McNamara Financial Services, Inc. 5,570 -1.40 945 39.18
2026-04-15 13F Lighthouse Financial Services Inc /adv 3,336 -40.13 498 -25.82
2026-05-12 13F Chesapeake Asset Management Llc Put 0 -100.00 0
2026-04-21 13F Hosking Partners LLP 49,840 0.00 8,456 40.99
2026-05-11 13F Blueprint Financial Advisors LLC 14,280 35.25 2,423 90.71
2026-05-14 13F Peak6 Llc Call 1,755,800 41.65 297,889 99.71
2026-05-13 13F Gordian Capital Singapore Pte Ltd 3,200 -77.46 543 -68.27
2026-05-14 13F Peak6 Llc Put 1,271,200 3,023.34 215,672 4,304.15
2026-05-11 13F Tulsa Wealth Advisors, INC 5,597 -37.85 950 -12.37
2026-02-10 13F Sequent Asset Management, LLC 15,274 7.40 1,838 14.66
2026-05-06 13F Oxford Financial Group Ltd 18,732 -6.52 3,178 31.81
2026-05-11 13F Allianz Asset Management GmbH 839,455 1.39 142,422 42.94
2026-05-12 13F Operose Advisors LLC 8,130 10.84 1,379 56.35
2026-04-09 13F Central Valley Advisors, Llc 7,242 7.54 1,229 51.60
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 61 0.00 10 42.86
2026-05-13 13F First Trust Advisors Lp 6,182,355 -6.04 1,048,898 32.47
2026-05-11 13F Allianz Asset Management GmbH Call 211,000 16.19 35,798 63.81
2026-04-24 13F SOL Capital Management CO 2,456 -72.73 260 25,800.00
2026-05-01 13F Concord Wealth Partners 34,872 -8.27 5,916 29.34
2026-05-11 13F Allianz Asset Management GmbH Put 298,400 24.07 50,627 74.93
2026-04-03 13F Rise Advisors, LLC 10,473 0.47 1,684 34.21
2026-04-28 13F Mokosak Advisory Group, LLC 1,582 268
2026-05-13 13F Signature Equity Partners, LLC 3,902 -17.80 662 15.76
2026-04-21 13F Alpine Bank Wealth Management 20,894 -4.65 3,545 34.45
2026-04-20 13F Consilium Wealth Advisory, LLC 1,315 223
2026-05-04 13F Providence First Trust Co 6,833 11.89 1,159 57.90
2026-05-15 13F Twinbeech Capital Lp 0 -100.00 0
2026-04-22 13F Old Point Trust & Financial Services N A 80,652 -5.15 13,683 33.73
2026-05-13 13F Alpha Family Trust 10,437 0.00 1,771 41.04
2026-05-11 13F 111 Capital 8,414 -30.53 1,428 -2.06
2026-05-14 13F Financial Engines Advisors L.L.C. 25,812 9.70 4,379 54.68
2026-04-29 13F Skopos Labs, Inc. 165,145 35.83 28,018 91.20
2026-05-01 13F Sawgrass Asset Management Llc 16,746 4.26 2,841 47.05
2026-05-08 13F TMB Capital Partners, LLC 14,623 -3.66 2,481 35.82
2026-05-12 13F Culbertson A N & Co Inc 93,604 27.75 15,881 80.11
2026-05-19 13F Financial Insights, Inc. 7,155 -1.78 1,214 38.47
2026-04-21 13F Welch Financial Planning, LLC 1,251 212
2026-04-28 13F Berkshire Bank 41,645 -11.58 7,065 24.67
2026-05-14 13F Rock Point Advisors, LLC 3,349 -0.45 568 40.59
2026-05-11 13F Berkshire Asset Management Llc/pa 33,863 -4.73 5,745 34.32
2026-05-15 13F Squarepoint Ops LLC 971,988 -53.99 164,907 -35.13
2026-04-16 13F Sweeney & Michel, Llc 4,120 -4.70 629 -6.55
2026-05-15 13F Squarepoint Ops LLC Put 890,800 3,949.09 151,133 5,609.60
2026-05-15 13F Squarepoint Ops LLC Call 700,100 205.05 118,779 330.07
2026-05-13 13F Delta Investment Management, LLC 12,158 -0.59 2,063 40.18
2026-04-08 13F Capital Advisors Wealth Management, LLC 12,557 52.80 2,130 115.59
2026-04-27 13F Revisor Wealth Management LLC 19,330 -3.56 3,274 26.70
2026-05-15 13F Tudor Investment Corp Et Al Put 1,095,700 891.58 185,896 1,298.03
2026-04-30 13F Manning & Napier Advisors Llc 188,653 -7.86 32,348 30.58
2026-04-23 13F Moss Adams Wealth Advisors LLC 38,547 2.72 6,540 44.83
2026-05-11 13F WFA of San Diego, LLC 11,348 -0.87 1,925 39.80
2026-05-04 13F Absher Wealth Management, Llc 0 -100.00 0
2026-04-17 13F Coerente Capital Management 9,923 -1.00 1,684 39.55
2026-05-14 13F First Commonwealth Financial Corp /pa/ 13,656 0.88 2,317 42.17
2026-05-15 13F Tudor Investment Corp Et Al Call 629,500 371.89 106,801 565.30
2026-05-15 13F Capital Markets Trading UK LLP 2,461 0
2026-04-21 13F Keystone Financial Group, Inc. 352 0.57 60 40.48
2026-05-08 13F Stonebridge Financial Planning Group, LLC 6,036 0.48 1,024 41.83
2026-05-13 13F State of Wyoming 11,300 49.73 1,917 111.12
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 404 0.00 69 41.67
2026-05-12 13F Dearborn Partners Llc 269,535 -8.59 45,729 28.87
2026-04-02 13F Crumly & Associates Inc. 4,156 71.03 705 141.44
2026-04-14 13F Sensenig Capital Advisors, Inc 1,682 -2.89 285 37.02
2026-05-08 13F Valeo Financial Advisors, LLC 101,468 -13.42 17,216 22.07
2026-04-13 13F Armstrong, Fleming & Moore, Inc 21,458 3.79 3,641 46.36
2026-04-20 13F One + One Wealth Management, Llc 3,821 0.98 648 42.42
2026-04-30 13F Indivisible Partners 57,317 2.89 9,724 45.05
2026-05-04 13F Westside Investment Management, Inc. 5,642 0.00 938 37.34
2026-05-14 13F Proficio Capital Partners LLC 5,482 1.09 930 42.64
2026-04-30 13F Diversified Investment Strategies, LLC 200,154 -7.04 33,958 31.06
2026-04-07 13F Eastern Bank 694,240 2.50 117,785 44.51
2026-05-01 13F Advisors Management Group Inc /adv 19,600 -25.53 3 0.00
2026-05-06 13F IMA Wealth, Inc. 22,010 -0.82 3,734 39.85
2026-04-16 13F Balboa Wealth Partners 10,344 -2.03 1,755 38.11
2026-05-05 13F Gentry Private Wealth, Llc 1,749 0.00 297 40.95
2026-05-12 13F Strategic Wealth Partners, Ltd. 51,463 -1.53 8,731 38.83
2026-05-04 13F LJI Wealth Management, LLC 13,096 -0.98 2,222 39.60
2026-04-24 13F Newton One Investments LLC 206 0.98 35 41.67
2026-05-14 13F Knollwood Investment Advisory, LLC 33,237 0.00 5,639 40.99
2026-04-29 13F Frankly Finances, LLC 0 -100.00 0
2026-05-19 13F Western Wealth Management, LLC 82,480 40.82 13,994 98.54
2026-04-21 13F PDS Planning, Inc 25,186 -1.09 4,273 39.43
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 179,187 1,031.30 30,401 1,494.96
2026-04-29 13F Proactive Wealth Strategies LLC 9,612 101.81 1,631 184.47
2026-04-23 13F Powell Investment Advisors, LLC 6,359 0.02 1,079 40.92
2026-05-13 13F Calton & Associates, Inc. 19,238 -27.12 3,264 2.74
2026-05-04 13F Gratus Wealth Advisors, LLC 6,798 2.78 1,153 45.03
2026-05-06 13F Tyche Wealth Partners LLC 163,944 -0.53 27,815 40.24
2026-01-16 13F Trust Co Of Vermont 120,983 -5.38 14,559 0.99
2026-04-09 13F Chemistry Wealth Management LLC 48,179 0.48 8,174 41.66
2026-01-20 13F Lawson Kroeker Investment Management Inc/ne 0 -100.00 0
2026-05-14 13F Affinity Investment Advisors, Llc 24,048 0.30 4,080 41.39
2026-04-13 13F Neumann Capital Management, LLC 1,558 264
2026-04-16 13F Petredis Investment Advisors Llc 58,351 -0.93 9,900 39.68
2026-04-10 13F Claris Advisors, Llc / Mo / 4,054 0.05 688 41.07
2026-05-05 13F Kickstand Ventures, Llc. 8,792 -25.57 1,492 4.93
2026-04-10 13F Stillwater Capital Advisors, LLC 146,645 -1.23 24,880 39.25
2026-04-17 13F Community Bank & Trust, Waco, Texas 81,267 0.43 14 44.44
2026-05-07 13F West Family Investments, Inc. 11,611 -54.24 1,970 -35.51
2026-04-23 13F Narwhal Capital Management 119,703 -0.80 20,309 39.86
2026-05-06 13F Hartland & Co., LLC 264,667 12.38 44,904 58.44
2026-05-14 13F HighPoint Advisor Group LLC 32,842 -25.00 5,572 5.75
2026-04-21 13F Centennial Advisors, LLC 5,435 4.08 922 46.82
2026-05-14 13F LifePlan Investment Advisors, Inc. 5,397 0.67 916 41.86
2026-05-15 13F Moore Capital Management, Lp Call 0 -100.00 0
2026-04-27 13F Legacy Financial Group, Inc. 3,550 -2.18 602 38.07
2026-04-27 13F Ethic Inc. 103,593 5.74 17,576 49.08
2026-04-02 13F McAlister, Sweet & Associates, Inc. 33,224 -6.10 5,637 32.36
2026-05-05 13F Twin Capital Management Inc 68,082 3.03 11,551 45.26
2026-05-05 13F CPA Asset Management LLC 3,225 0.00 547 40.98
2026-04-24 13F Means Investment Co., Inc. 31,733 -3.68 5,384 35.80
2026-04-24 13F Means Investment Co., Inc. Call 1,200 204
2026-05-07 13F Legacy Wealth Managment, LLC/ID 625 -76.79 106 -67.28
2026-05-15 13F Amundi 24,511,156 5.11 4,158,563 48.19
2026-05-15 13F Adalta Capital Management LLC 8,121 0.00 1,378 40.94
2026-05-15 13F Cohen & Steers, Inc. 345,690 43.91 59 107.14
2026-05-07 13F Tandem Investment Advisors, Inc. 1,960 333
2026-05-13 13F Cornerstone Select Advisors, LLC 7,442 12.10 1,263 58.15
2026-05-01 13F Cdkv Holdings Llc 317 0.00 54 39.47
2026-04-15 13F Tema Etfs Llc 60,900 -10.37 10,332 26.37
2026-05-14 13F Sunesis Advisors, LLC 3,049 0.00 517 41.26
2026-05-15 13F Credit Agricole S A 459,253 -46.13 77,917 -24.05
2026-04-17 13F Amarillo National Bank 27,139 3.71 4,604 46.25
2026-05-15 13F Credit Agricole S A Call 72,500 0.00 12,300 40.99
2026-04-20 13F Chatterton & Associates Inc. 5,467 12.70 848 45.28
2026-01-27 13F Meritage Portfolio Management 54,340 -2.25 6,539 4.34
2026-05-15 13F Westwood Holdings Group Inc 577,617 -10.32 97,999 26.43
2026-05-26 13F Ruggaard & Associates LLC 5,774 1.76 980 43.55
2026-05-15 13F Weiss Asset Management LP 3,920 -88.81 665 -84.23
2026-04-14 13F Invenio Wealth Partners Llc 9,243 -8.37 1,568 29.27
2026-05-15 13F Goldman Sachs Group Inc 32,037,810 22.33 5,435,535 72.47
2026-04-16 13F Annex Advisory Services, LLC 20,086 -1.41 3,408 39.00
2026-05-15 13F Goldman Sachs Group Inc Call 1,342,700 -48.70 227,802 -27.67
2026-02-03 13F Alpha Cubed Investments, LLC 39,685 -0.23 4,776 6.49
2026-05-01 13F Financial Connections Group, Inc. 318 0
2026-05-15 13F Goldman Sachs Group Inc Put 1,978,100 53.12 335,604 115.87
2026-04-15 13F Steadtrust LLC 75,488 -0.45 12,807 40.35
2026-05-11 13F Linscomb & Williams, Inc. 677,838 69.75 115,002 139.33
2026-05-15 13F Capital Markets Trading UK LLP Put 201,400 207.95 34 385.71
2026-05-11 13F Linscomb & Williams, Inc. Call 51
2026-05-15 13F Credit Agricole S A Put 215,000 36,477
2026-05-15 13F Capital Markets Trading UK LLP Call 235,200 97.98 40 178.57
2026-05-12 13F Moneta Group Investment Advisors Llc 147,586 -11.51 25,039 24.76
2026-05-07 13F Key Capital Management, INC 254 8.55 43 53.57
2026-05-15 13F Concentric Capital Strategies, LP 20,103 376.04 3,411 571.26
2026-04-29 13F Strid Group, LLC 3,087 5.97 524 49.43
2026-05-04 13F Texas Yale Capital Corp. 81,477 -0.19 13,823 40.72
2026-05-14 13F Marathon Trading Investment Management LLC Call 0 -100.00 0 -100.00
2026-04-21 13F Dougherty & Associates, LLC 2,344 0.00 398 40.78
2026-04-13 13F CJM Wealth Advisers, Ltd. 46,936 -1.25 7,963 39.24
2026-04-01 13F Burkett Financial Services, Llc 2,052 0.69 348 42.04
2026-04-21 13F Lewis Asset Management, LLC 11,601 5.99 1,968 49.43
2026-04-01 13F Neville Rodie & Shaw Inc 221,590 1.41 38 42.31
2026-05-01 13F Welch & Forbes Llc 284,982 -1.40 48,350 39.02
2026-05-15 13F Private Capital Management, LLC 6,002 -8.31 1,018 29.35
2026-04-14 13F American State Bank (Iowa) 13,021 0.52 2,209 41.78
2026-04-21 13F Cfm Wealth Partners Llc 81,819 -0.47 13,881 40.33
2026-05-08 13F Evergreen Wealth Partners LLC 1,777 -8.45 302 29.18
2026-04-10 13F PFW Advisors LLC 1,938 0.16 329 41.38
2026-05-14 13F Gamco Investors, Inc. Et Al 45,473 0.11 7,715 41.15
2026-05-12 13F Jupiter Asset Management Ltd 89,285 125.36 15,148 217.77
2026-05-13 13F Valued Retirements, Inc. 38,638 0.00 6,555 41.00
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 23,446 -3.12 3,978 36.57
2026-05-06 13F Hurley Capital, LLC 828 0.12 140 41.41
2026-05-07 13F Rice Partnership, LLC 6,819 -5.71 1,157 32.87
2026-05-13 13F Triumph Capital Management 11,761 -1.26 1,995 39.22
2026-04-10 13F Sterling Manor Financial, LLC 1,513 257
2026-04-28 13F LGT Group Foundation 806,314 17.97 136,799 65.43
2026-05-14 13F Boreal Capital Management LLC 1 618 56.46
2026-04-23 13F Sellwood Investment Partners LLC 62 0.00 11 42.86
2026-04-16 13F Sprinkle Financial Consultants LLC 2,963 0.00 503 41.01
2026-04-22 13F Penney Financial, LLC 1,697 -22.41 288 9.13
2026-05-05 13F Dudley Capital Management, Llc 45,915 -0.20 7,790 40.70
2026-05-13 13F Kovitz Investment Group Partners, LLC 79,768 -9.16 13,534 28.08
2026-04-30 13F Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1,133 -46.81 192 -25.00
2026-05-11 13F WealthTrust Axiom LLC 16,375 -2.43 2,778 37.59
2026-05-07 13F Palisades Hudson Asset Management, L.P. 1,325 0
2026-04-20 13F LS Investment Advisors, LLC 49,470 193.57 8,393 314.06
2026-05-08 13F Burke & Herbert Bank & Trust Co 56,757 -0.56 9,629 40.20
2026-05-07 13F Royal Palms Capital LLC 26,103 -3.70 4,429 35.74
2026-04-22 13F BluePrint Investing LLC 16,363 0.00 2,776 40.99
2026-05-11 13F Insight Advisors, LLC/ PA 8,058 -14.66 1,367 20.33
2026-05-07 13F Wilkins Investment Counsel Inc 51,307 -0.03 8,705 40.96
2026-05-15 13F OmniStar Financial Group, Inc. 5,420 -46.61 919 -24.73
2026-05-15 13F Headinvest, Llc 27,468 -2.02 4,660 38.16
2026-04-16 13F Bright Rock Capital Management, Llc 40,000 0.00 6,786 40.99
2026-05-15 13F Imprint Wealth LLC 1,574 -13.33 267 22.48
2026-04-21 13F ADG Wealth Management Group, LLC 1,216 206
2026-05-12 13F Stokes Family Office, LLC 44,264 -5.87 7,510 32.71
2026-04-24 13F Heritage Investors Management Corp 90,014 -4.84 15 36.36
2026-04-24 13F Stegent Equity Advisors, Inc. 4,308 -6.83 731 31.29
2026-05-15 13F J. Goldman & Co LP Call 30,000 5,090
2026-04-22 13F Horizon Bancorp Inc /in/ 2,680 -8.63 0
2026-05-15 13F Brevan Howard Capital Management LP Put 0 -100.00 0 -100.00
2026-05-15 13F Brevan Howard Capital Management LP Call 0 -100.00 0 -100.00
2026-04-21 13F Merkkuri Wealth Advisors LLC 4,859 0.10 824 41.10
2026-04-29 13F Cary Street Partner Investment Advisory Llc 12,403 6.37 2,104 49.96
2026-05-13 13F Strategic Financial Concepts, LLC 20,741 155.21 3,414 249.33
2026-04-24 13F Keb Asset Management, Llc 12,477 -3.85 2,117 35.55
2026-05-08 13F Glenview Trust Co 290,693 0.06 49,319 41.07
2026-05-07 13F Madison Asset Management, LLC 212,258 -4.80 36,012 34.21
2026-05-11 13F Federated Hermes, Inc. 1,843,636 -61.41 312,791 -45.59
2026-01-29 13F Vanguard Group Inc 429,761,518 0.07 51,717,501 6.80
2026-05-07 13F Florida Financial Advisors, Llc 9,186 4.71 1,559 48.33
2026-04-17 13F Baker Ellis Asset Management LLC 71,033 -1.28 12,051 39.19
2026-05-07 13F University Of Texas/texas Am Investment Managment Co 67,381 23.32 11,432 73.86
2026-04-15 13F Krs Capital Management, Llc 9,052 0.93 1,536 42.26
2026-05-15 13F Burns Matteson Capital Management, LLC 2,720 56.50 461 120.57
2026-04-30 13F DMG Group, LLC 9,199 4.86 1,561 47.87
2026-05-14 13F Alpha Advisors, LLC/VA 2,508 10.24 425 55.68
2026-05-15 13F Eventide Asset Management, Llc 63,494 1.91 10,887 44.45
2026-04-14 13F Perpetual Ltd 46,927 -12.15 7,962 23.85
2026-05-15 13F Advisor Group Holdings, Inc. Put 11 -96.33 2 -94.44
2026-04-22 13F James Hambro & Partners 1,318 224
2026-04-28 13F Stratos Wealth Partners, LTD. 251,858 -8.76 42,730 28.64
2026-04-28 13F Hardy Reed LLC 24,890 0.24 4,223 41.30
2026-05-05 13F Fisher Asset Management, LLC 32,282,677 2.49 5,477,079 44.50
2026-04-21 13F Asset Planning Services Inc /la/ /adv 47,780 1.33 8 60.00
2026-04-16 13F Guardian Investment Management 12,848 -4.81 2,180 34.17
2026-05-07 13F Richard Young Associates, Ltd. 2,415 0.46 410 41.52
2026-04-10 13F Rede Wealth, LLC 17,609 0.00 2,988 40.96
2026-05-12 13F Dogwood Wealth Management LLC 3,228 13.46 548 59.94
2026-05-13 13F Martin & Co Inc /tn/ 28,174 0.48 4,780 41.64
2026-05-07 13F KBC Group NV 691,615 60.02 117 125.00
2026-05-11 13F Chaney Capital Management, Inc. 1,201 204
2026-05-15 13F Aristotle Capital Management, LLC 30,215 -4.45 5,126 34.72
2026-05-06 13F Crescent Grove Advisors, LLC 10,881 -5.73 1,846 33.00
2026-04-21 13F Waterway Wealth Management, LLC 5,332 -31.27 905 -3.11
2026-05-13 13F Acumen Wealth Advisors, LLC 5,750 642.89 976 948.39
2026-05-12 13F Cornerstone Capital, Inc. 7,287 -1.18 1,236 39.35
2026-05-14 13F L2 Asset Management, LLC 22,893 6.38 3,884 50.02
2026-04-22 13F Diamant Asset Management, Inc. 2,183,864 17,312.41 2,184 44.67
2026-04-21 13F Artesa Financial Group, LLC 44,747 -14.44 7,592 20.63
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 18,996 118.04 3,223 207.44
2026-04-14 13F Twelve Points Wealth Management LLC 24,190 -2.03 4,104 33.42
2026-05-07 13F Metis Global Partners, LLC 289,025 -2.03 49,036 38.13
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 423,015 -12.56 71,806 23.31
2026-05-15 13F OMERS ADMINISTRATION Corp 253,403 35.40 42,992 90.89
2026-04-27 13F Independent Solutions Wealth Management, LLC 38,067 -0.44 6,458 40.36
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100.00 0
2026-04-22 13F/A Hudson Valley Investment Advisors Inc /adv 62,373 -24.19 10,582 6.88
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 326 53.05 0
2026-01-21 13F Touchstone Capital, Inc. 0 -100.00 0
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