Estatísticas Básicas
| Ações Institucionais (Longas) | 1,455,514,436 - 92.28% (ex 13D/G) - change of 53.57MM shares 3.82% MRQ |
| Valor Institucional (Longa) | $ 234,711,873 USD ($1000) |
Propriedade Institucional e Acionistas
Morgan Stanley (CH:MS) tem 2540 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 1,455,514,436 ações. Os maiores acionistas incluem Mitsubishi Ufj Financial Group Inc, Vanguard Group Inc, State Street Corp, BlackRock, Inc., Vanguard Capital Management Llc, Jpmorgan Chase & Co, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Fisher Asset Management, LLC, and Fmr Llc .
Morgan Stanley (SWX:MS) 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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Load All| 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 | JNBA Financial Advisors | 8 | 0.00 | 1 | 0.00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Call | 475,900 | -8.11 | 75,368 | -18.03 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 561,713 | 26.87 | 91,183 | 16.01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Put | 589,500 | -19.96 | 93,359 | -28.60 | |||
| 2026-05-14 | 13F | B&l Asset Management Llc | 4,607 | 13.28 | 758 | 4.99 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 237,672 | 48.46 | 39,114 | 37.62 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 43,578,279 | 22.02 | 6,901,492 | 8.85 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1,622 | 267 | ||||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 5,715 | -2.54 | 941 | -9.70 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1,372 | 0.96 | 226 | -6.64 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 4,508 | 0.58 | 742 | -6.79 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 13,916,490 | -1.87 | 2,289,143 | -9.10 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 21,177 | 7.67 | 3,485 | -0.17 | ||||
| 2026-03-18 | 13F | Employees Provident Fund Board | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | PARK CIRCLE Co | 800 | 0.00 | 132 | -7.75 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 243 | -9.67 | 40 | -17.02 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 70,947 | -4.25 | 11,676 | -11.24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2,821 | -4.21 | 464 | -11.11 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 208,373 | 5.06 | 34,292 | 97,874.29 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 1,227,123 | -47.97 | 201,946 | -51.79 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | Put | 203,500 | 33,490 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 7,542 | -0.32 | 1,241 | -7.59 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 60,722 | 0.73 | 9,993 | -6.62 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 171,309 | 1.90 | 28,192 | -5.54 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2,066 | -1.34 | 340 | -8.36 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 28,203 | 4,641 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 3,356 | 0.30 | 552 | -7.07 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 20 | 0.00 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | Call | 80,000 | 13,166 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 873 | -1.47 | 0 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 92 | 0.00 | 15 | -6.25 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3,399 | 559 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2,166 | 0.60 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 5,387 | 2.49 | 887 | -5.04 | ||||
| 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 | 6,753,689 | 1,111,455 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 61,300 | -0.65 | 10,088 | -7.90 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 1,824 | -0.11 | 300 | -7.41 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 742,378 | 5.24 | 122,173 | -2.44 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 20,646 | -0.04 | 3,398 | -7.34 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21,558 | 16.67 | 4,038 | 20.18 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Ocean Capital Management, LLC | 5,582 | 0.45 | 919 | -6.90 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1,260 | 0.56 | 207 | -6.76 | ||||
| 2026-05-05 | 13F | MASTERINVEST Kapitalanlage GmbH | 18,395 | -29.47 | 3,027 | -35.18 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 957 | 8.87 | 158 | 0.64 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 414,871 | 68,275 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1,350 | 240 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1,992 | 328 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1,839 | 53.12 | 303 | 41.78 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 122 | 5.17 | 20 | 0.00 | ||||
| 2026-04-30 | 13F | Caisse Des Depots Et Consignations | 36,371 | -5.96 | 5,986 | -12.83 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 3,355 | 18.89 | 552 | 10.40 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 10,987 | 0.00 | 1,808 | -7.28 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 7,402 | 7.67 | 1,218 | -0.16 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 157,722 | -0.27 | 26 | -10.71 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18,491 | 3.15 | 3,043 | -4.37 | ||||
| 2026-05-15 | 13F | Themes Management Co LLC | 6,024 | 11.64 | 991 | 3.55 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 6,400 | 0.00 | 1,053 | -7.31 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 22,879 | 45.18 | 3,767 | 34.60 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 7,315 | 5.21 | 1,204 | -2.51 | ||||
| 2026-05-04 | 13F | New Mexico Educational Retirement Board | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6,219 | 0.89 | 1,024 | -6.49 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 461,887 | 7.34 | 76,013 | -0.50 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4,484 | 738 | ||||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 4,387 | 85.34 | 722 | 71.67 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 1,828 | -0.81 | 301 | -10.71 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1,528 | -2.11 | 252 | -9.39 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 64,912 | 9.90 | 10,683 | 1.88 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 417,740 | 0.23 | 68,747 | -7.08 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 613 | -6.98 | 102 | -17.21 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 1,619 | -1.64 | 266 | -8.90 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,197 | 0.00 | 362 | -7.44 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2,855 | 12.22 | 470 | 3.99 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 36,672 | -6.38 | 6,035 | -13.20 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 159 | 0.00 | 26 | -7.14 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Westpac Banking Corp | 11,263 | -12.42 | 1,854 | -18.83 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 10,416 | -1.53 | 1,714 | -8.68 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 8,109 | 0.06 | 1,334 | -7.23 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1,094 | 11.52 | 180 | 3.45 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 12,659 | -0.31 | 2,083 | -7.59 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 44,661 | 2.76 | 8,532 | 7.95 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | 9,919 | -87.08 | 1,632 | -88.02 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 50 | -23.08 | 8 | -27.27 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 4,622 | -5.81 | 761 | -12.74 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 26,275 | 5.75 | 4,324 | -1.95 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 2,258 | 0.40 | 372 | -7.02 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 13,481 | 0.09 | 2,219 | -7.24 | ||||
| 2026-05-13 | 13F | Robotti Robert | 6,500 | 0.00 | 1,070 | -7.29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6,742 | 48.93 | 1,110 | 38.11 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1,636 | 6.72 | 269 | -1.10 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1,569 | 27.87 | 258 | 18.89 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 185 | 0.00 | 30 | -6.25 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2,125 | 350 | ||||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 6,473 | 0.00 | 1,065 | -7.31 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2,770 | -3.38 | 492 | 7.91 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 280,249 | -0.25 | 46,121 | -7.53 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2,793 | -4.05 | 460 | -11.05 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 3,028 | -1.62 | 498 | -8.79 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | Call | 1,500 | 0.00 | 266 | 11.76 | |||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 5,981 | 2.33 | 984 | -5.11 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 142 | 0.00 | 25 | 13.64 | ||||
| 2026-05-01 | 13F | Torray Llc | 30,832 | -0.98 | 5,074 | -8.20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10,997 | 2.57 | 1,810 | -4.94 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12 | 2 | ||||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4,109 | -2.05 | 676 | -9.14 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 46 | -47.13 | 8 | -53.33 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4 | 1 | ||||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 3,723 | 2.00 | 613 | -5.56 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 4,550 | 5.20 | 749 | -5.08 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 259 | -8.80 | 43 | -16.00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 579,692 | 2.60 | 95,400 | -4.89 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 8,196 | 30.47 | 1,349 | 20.90 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 250 | 41 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 6,903 | -13.80 | 1,136 | -20.06 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 5,732 | -3.52 | 943 | -10.53 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5,222 | -3.49 | 859 | -10.52 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3,856 | 0.00 | 635 | -7.31 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 1,518 | 14.31 | 250 | 5.96 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 26,600 | 274.65 | 4,378 | 247.38 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,637 | -12.79 | 270 | -19.22 | ||||
| 2026-05-15 | 13F | Qtron Investments LLC | 16,107 | 0.02 | 2,651 | -7.28 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 7,032 | -4.10 | 1,248 | 7.12 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 5,322 | -13.01 | 876 | -19.43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17,559 | 201.03 | 3,285 | 208.16 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1,877 | 3.64 | 309 | -4.05 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 52,511 | -1.30 | 8,642 | -9.30 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1,609 | -4.40 | 265 | -11.41 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1,662 | 0.24 | 273 | -7.14 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 1,458 | 8.81 | 240 | 1.27 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 877,171 | -1.88 | 155,724 | 9.58 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 5,126 | -1.10 | 844 | -8.37 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 27,845 | -1.89 | 4,582 | -9.05 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 194 | 32 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1,955 | 38.46 | 322 | 28.40 | ||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 14,875 | -12.50 | 2,448 | -18.92 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 40,731 | 47.00 | 6,703 | 36.27 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 7,647 | -53.35 | 1,259 | -57.28 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 34,425 | 2.60 | 5,665 | -4.89 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 2,831 | 33.16 | 466 | 23.34 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 7,780 | -2.21 | 1,280 | -9.35 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 5,790 | 8.41 | 953 | 0.42 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 781,579 | -2.37 | 128,624 | -9.50 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 405 | 313.27 | 67 | 288.24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,799,762 | 17.38 | 296,187 | 8.81 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 5,232 | 89.43 | 861 | 75.71 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 181,208 | -0.10 | 29,821 | 93,090.63 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 241,047 | 36.74 | 39,669 | 26.76 | ||||
| 2026-05-13 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Integrated Quantitative Investments LLC | 11,588 | 21.37 | 1,907 | 12.51 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 5,340 | -1.98 | 879 | -9.20 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5,690 | 8.71 | 936 | 0.75 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1,336 | -0.60 | 220 | -7.98 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 61 | -18.67 | 10 | -23.08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 22,432 | 1.33 | 4 | 0.00 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 12,662 | 0.81 | 2,084 | -6.55 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 3,500 | -30.00 | 576 | -35.17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 19,577 | 83.10 | 3,222 | 69.70 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2,236 | 1.31 | 368 | -6.14 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 2,522 | 0.36 | 415 | -6.95 | ||||
| 2026-04-21 | 13F | Maseco Llp | 99 | 20.73 | 16 | 14.29 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 3,362 | 0.00 | 553 | -7.21 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 53,799 | 8,854 | ||||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 3,326 | 3.00 | 547 | -4.54 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1,473 | 7.44 | 242 | -0.41 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6,537 | 64.91 | 1,076 | 52.92 | ||||
| 2026-05-14 | 13F | Natixis | 615,726 | 239.61 | 101,330 | 214.83 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2,551 | -4.60 | 420 | -11.60 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 1,721 | 7.09 | 283 | -0.70 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 177,759 | 12.19 | 28,152 | -1.26 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 38,496 | -0.25 | 6,335 | -7.53 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1,598 | 2.63 | 263 | -5.07 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4,121,871 | 2.95 | 678,336 | -4.57 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 11,194 | 59.62 | 1,842 | 47.95 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 2,469 | 20.15 | 406 | 11.54 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 3,938 | 14.11 | 648 | 5.88 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 6,125 | -1.18 | 1 | 0.00 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 4,594 | 1.32 | 756 | -5.97 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 1,600 | 0.00 | 263 | -7.39 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 1,425 | 235 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 339,853 | -0.45 | 55,930 | -7.72 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 27,251 | 2.69 | 4,485 | -4.82 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 1,252,759 | 69.64 | 206,167 | 57.26 | ||||
| 2026-02-17 | 13F/A | Cantor Fitzgerald, L. P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 7,287 | -5.13 | 1,199 | -12.03 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 44,745 | -8.80 | 7,364 | -15.46 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 51 | 142.86 | 8 | 166.67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2,775,297 | -4.24 | 456,731 | -11.23 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 163 | 18.12 | 27 | 8.33 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 6 | 0.00 | 1 | -100.00 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1,702 | 0.35 | 280 | -6.98 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1,850 | 2.83 | 304 | -4.70 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 1,370 | 0.07 | 226 | -7.41 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 972,734 | 5.43 | 160,083 | -2.27 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 3,654 | 602 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 16,738 | -4.66 | 2,755 | -11.62 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9,503 | 17.47 | 1,564 | 8.84 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1,364 | -1.45 | 224 | -8.57 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 17,944 | 4.63 | 2,953 | -2.99 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Put | 11,816 | -33.47 | 194,456 | -38.33 | |||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Call | 4,489 | -17.45 | 73,875 | -23.48 | |||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | Brown Financial Advisors | 15,130 | -5.08 | 2,490 | -12.02 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1,266 | 208 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 76 | 0.00 | 13 | -7.69 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 124,852 | 20,547 | ||||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 408 | 0.00 | 67 | -6.94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 72,621 | -4.03 | 11,951 | -11.04 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 176 | 0.00 | 29 | -9.68 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3,172 | -1.70 | 522 | -8.74 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 2,004 | 0.20 | 330 | -7.32 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 535,714 | 20.51 | 88,162 | 11.71 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,045 | 3.77 | 172 | -3.93 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 15,067 | -7.39 | 2,479 | -14.16 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4,615 | -5.02 | 760 | -11.95 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,197 | -2.73 | 1,514 | -9.83 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 1,389 | 20.57 | 229 | 11.76 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | Put | 26,000 | -64.43 | 0 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 94,646 | -2.73 | 15,576 | -9.83 | ||||
| 2026-04-29 | 13F | Wright Investors Service Inc | 3,514 | 0.40 | 578 | -6.92 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 3,117 | -17.80 | 513 | -23.92 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4,562 | -0.07 | 751 | -7.41 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 3,563 | -23.36 | 586 | -28.97 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 8,193 | 1.16 | 1,348 | -6.19 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2,661 | -28.87 | 438 | -34.19 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 194 | 3.74 | 32 | -6.06 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 8,367 | 32.14 | 1,622 | 39.74 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 15,614 | 2,570 | ||||||
| 2026-05-05 | 13F | Plato Investment Management Ltd | 45,493 | 16.60 | 7,491 | 7.63 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 1,573 | 9.69 | 259 | 1.57 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 1,262 | -0.79 | 208 | -8.00 | ||||
| 2026-05-14 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 432,000 | -33.99 | 76,693 | -26.27 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 0 | -100.00 | 0 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 0 | -100.00 | 0 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 11,120 | -1.65 | 1,830 | -8.82 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,188 | -0.41 | 525 | -7.75 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 216,029 | 16.06 | 35,555 | 7.61 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 9,978 | 105.90 | 1,642 | 90.93 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 2,034 | 335 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | Put | 144,600 | -51.30 | 23,797 | -54.85 | |||
| 2026-04-21 | 13F | Financial Consulate, Inc | 77 | 14.93 | 13 | 9.09 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3,110 | 0.00 | 512 | -7.43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1,074,334 | -45.07 | 176,803 | -49.08 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 1,452 | 0.00 | 239 | -7.39 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | Call | 77,100 | -46.79 | 12,688 | -50.68 | |||
| 2026-05-21 | 13F | Groupe la Francaise | 53,631 | 4.79 | 8,827 | -2.86 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 155,935 | -42.18 | 25,662 | -46.40 | ||||
| 2026-05-21 | 13F | Groupe la Francaise | Put | 5,500 | -15.38 | 905 | -21.51 | |||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 2,893 | -5.64 | 476 | -12.50 | ||||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | Call | 34,000 | -74.74 | 5,595 | -76.59 | |||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | 18,146 | 2,986 | ||||||
| 2026-02-13 | 13F | Barclays Plc | Put | 681,800 | 3.87 | 121,040 | 16.00 | |||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | Put | 29,100 | -74.29 | 4,789 | -76.17 | |||
| 2026-02-13 | 13F | Barclays Plc | Call | 430,500 | 34.15 | 76,427 | 49.83 | |||
| 2026-02-13 | 13F | Barclays Plc | 3,598,399 | -14.77 | 638,824 | -4.81 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 25,722 | -1.76 | 4,233 | -8.93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2,351 | 1.69 | 419 | 1.95 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10,196 | 2.09 | 1,678 | -6.68 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1,259 | -3.38 | 207 | -10.39 | ||||
| 2026-05-11 | 13F | Mitsubishi Ufj Financial Group Inc | 377,085,167 | 0.00 | 62,056,906 | -7.30 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4,917 | -0.16 | 809 | -7.44 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3,394 | 17.28 | 559 | 8.77 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 1,403 | 5.57 | 231 | -2.13 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 43,762 | 1,456.26 | 7,202 | 1,343.09 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1,932 | 318 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 16,326,676 | 0.54 | 2,686,881 | -6.80 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 88,348 | -0.61 | 14,539 | -7.86 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 2,535 | -1.86 | 417 | -8.95 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 4,243 | 0.00 | 698 | -7.30 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 5,841 | -63.05 | 961 | -65.75 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 91 | 18.18 | 16 | 33.33 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1,645 | -2.43 | 271 | -9.70 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 8,054 | 41.70 | 1,325 | 31.32 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 58 | 10 | ||||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 85,516 | -4.25 | 14,073 | -11.23 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 1,973 | 0.56 | 325 | -6.90 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 100 | 0.00 | 16 | -5.88 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Bain Capital Public Equity, LP | 5,383 | 886 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 1,553 | 2.78 | 256 | -4.85 | ||||
| 2026-04-06 | 13F | CX Institutional | 7,915 | -4.72 | 1 | 0.00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 28,243 | 2.47 | 4,648 | -5.03 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 145,922 | 0.12 | 24,014 | -7.19 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 505,906 | 203.20 | 83,257 | 213.90 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 111 | 0.00 | 18 | -5.26 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 247,477 | 13.98 | 41 | 5.26 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 975 | 10.80 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 13,828 | 0.44 | 2,276 | -6.91 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 44,436 | 1.89 | 7,313 | -5.55 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 3,000 | 0.00 | 494 | -7.33 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 615,698 | 126.27 | 101,325 | 109.76 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11,414 | 2 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9,111 | 2.66 | 1,499 | -4.95 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | 0.00 | 1,213 | -7.34 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 208,721 | -3.53 | 34,349 | -10.57 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 1,640 | -53.25 | 270 | -56.75 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 10,445 | -11.46 | 1,719 | -17.96 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 128,953 | 0.63 | 21,222 | -6.72 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8,647 | 6.20 | 1,423 | -1.59 | ||||
| 2026-05-07 | 13F | Advent Capital Management /de/ | 18,000 | 2,962 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 10,256 | 1.22 | 1,688 | -6.17 | ||||
| 2026-05-14 | 13F | Treasurer of the State of North Carolina | 485,713 | 0.65 | 80 | -7.06 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 3,021 | 78.44 | 497 | 65.67 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 6,682 | -19.46 | 1,100 | -25.39 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 44,966 | -12.41 | 7 | -22.22 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 19,285 | 11.27 | 3,174 | 3.15 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 1,560 | 0.00 | 257 | -7.25 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 7,584 | -22.78 | 1,248 | -28.40 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 469,774 | 71.76 | 77,924 | 60.48 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9,057 | -0.54 | 1,490 | -7.80 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3,685 | 0.00 | 606 | -7.34 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 8,454 | -4.54 | 1,391 | -11.51 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 6,170 | 0.00 | 1,015 | -7.31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 34,993 | -6.71 | 5,759 | -13.52 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 96,396,889 | 1.21 | 15,864,036 | -6.18 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 148 | 18.40 | 24 | 9.09 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1,289 | -3.73 | 0 | |||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 693 | 0.00 | 114 | -7.32 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1,937 | 2.49 | 319 | -5.07 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 249,612 | 15.28 | 41,079 | 6.87 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 114 | -87.10 | 19 | -88.46 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 1,850,620 | 7.88 | 304,557 | 0.01 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 265,170 | 18.99 | 43,639 | 10.31 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3,492 | 7.74 | 1 | |||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 3,195 | -23.84 | 526 | -29.44 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 910 | 150 | ||||||
| 2026-05-08 | 13F | Andra AP-fonden | 173,220 | 783.91 | 28,507 | 719.37 | ||||
| 2026-04-24 | 13F | Optas, LLC | 4,479 | 2.35 | 737 | -5.03 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2,655 | -3.31 | 437 | -10.47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9,840 | -14.98 | 1,619 | -21.18 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 16,838 | 1.09 | 2,771 | -6.26 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2,299 | 4.12 | 378 | -3.32 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 11,319 | -4.77 | 1,863 | -11.75 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 6,564 | -2.90 | 1,080 | -10.00 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 1,404 | 0.00 | 231 | -7.23 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 87,343 | -6.22 | 14,374 | -13.07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 100,237 | 13.36 | 16,496 | 5.08 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 13,918 | -0.89 | 2,290 | -8.14 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 12,831 | -5.99 | 2,112 | -12.84 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 47,621 | -2.03 | 7,837 | -9.18 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 11,749,856 | -5.69 | 1,932,489 | -12.63 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 3,900 | 14.71 | 1 | |||||
| 2026-05-15 | 13F | PDT Partners, LLC | 11,800 | 1,942 | ||||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 1,370 | 18.92 | 225 | 10.29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 112,615 | 36.05 | 18,533 | 26.13 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2,028 | 0.20 | 334 | -7.24 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 239,590 | -13.81 | 39,429 | -20.10 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 4,964 | 0.00 | 937 | 1.41 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 19 | 3 | ||||||
| 2026-05-19 | 13F | Cim Investment Mangement Inc | 7,628 | -0.46 | 1,255 | -7.72 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7,474 | -46.77 | 1,230 | -50.68 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4,777 | -0.77 | 786 | -7.96 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 611 | 0.00 | 101 | -7.41 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 196,183 | 837.42 | 32,286 | 769.04 | ||||
| 2026-05-05 | 13F | Livforsakringsbolaget Skandia, Omsesidigt | 86,138 | 8.77 | 14,170 | 0.79 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 646,606 | -0.02 | 106,412 | -8.13 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 18,200 | -9.45 | 3 | -33.33 | |||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 1,710 | 5.23 | 281 | -2.43 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 4,100 | -59.41 | 1 | -100.00 | |||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 75,043 | -1.01 | 12,350 | -8.24 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4,561 | -59.58 | 810 | -54.88 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2,309 | 8.81 | 380 | 0.80 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5,446 | 23.55 | 896 | 14.58 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 13 | -18.75 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 28 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 160,603 | -1.13 | 26,430 | -8.35 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Eads & Heald Wealth Management | 5,723 | -7.44 | 942 | -14.22 | ||||
| 2026-05-12 | 13F | Tobam | 1,332 | 92.21 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4,377 | 19.62 | 720 | 10.94 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 1,415 | 0.00 | 0 | |||||
| 2026-05-08 | 13F | Somerville Kurt F | 6,200 | -2.75 | 1,020 | -9.81 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1,694 | -4.67 | 279 | -11.75 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1,685,994 | 11.96 | 276,923 | 5.27 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 39,121 | -20.79 | 6,438 | -26.57 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 3,672 | 1.72 | 604 | -5.62 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3,888 | 2.15 | 640 | -5.33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 2,023 | 0.00 | 333 | -7.52 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 436,384 | -13.27 | 71,816 | -19.60 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1,242 | 511.82 | 204 | 466.67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 281,661 | -6.25 | 50,003 | 4.71 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 23,926 | 0.00 | 4 | -25.00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 18,174 | 20.25 | 3,227 | 34.30 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9,212 | 10.97 | 1,516 | 2.92 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3,236 | -7.73 | 532 | -14.47 | ||||
| 2026-05-13 | 13F | Bradyco, Inc. | 25,328 | 0.00 | 4,168 | -7.30 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 2,150 | 0.00 | 354 | -7.35 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 10,658 | 80.40 | 1,720 | 62.88 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 440 | -10.20 | 72 | -16.28 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 23,558 | -68.41 | 3,877 | -70.72 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 18,486 | -1.09 | 3,042 | -8.29 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 33,905 | 11.23 | 5,580 | 3.10 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 4,770 | -50.46 | 1 | -100.00 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1,918 | 20.25 | 316 | 11.31 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 1,317 | 0.00 | 217 | -7.30 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 71 | 12 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12,083 | 26.84 | 2,319 | 37.08 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bolthouse Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | First National Advisers, LLC | 22,839 | -12.91 | 3,759 | -19.27 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 1,705 | -0.18 | 281 | -7.59 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | Call | 40,000 | -70.59 | 6,583 | -69.55 | |||
| 2026-05-08 | 13F | Amalgamated Bank | 222,716 | -0.94 | 37 | -7.69 | ||||
| 2026-05-14 | 13F | Silvant Capital Management LLC | 1,357 | 0.00 | 223 | -7.08 | ||||
| 2026-05-21 | 13F | Ctc Llc | Call | 583 | -63.86 | 9,594 | -66.50 | |||
| 2026-05-14 | 13F | Marshall Wace, Llp | 4,197,269 | 142.08 | 690,745 | 124.40 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 1,617 | -10.42 | 266 | -16.87 | ||||
| 2026-05-21 | 13F | Ctc Llc | Put | 135 | -83.81 | 2,222 | -85.00 | |||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 20,151 | -55.79 | 3,315 | -59.04 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 9,378 | 15.71 | 1,543 | -0.39 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 17,326 | 0.00 | 2,851 | -7.28 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 38 | 6 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 202 | 47.45 | 33 | 37.50 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 7,072 | -33.07 | 1,164 | -37.97 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 6,254 | 59.79 | 1,029 | 48.27 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 644,731 | -10.06 | 105,339 | -17.23 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 154 | 431.03 | 24 | 380.00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 2,076 | 0.00 | 342 | -7.34 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 421 | 1.69 | 69 | -5.48 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 15,515 | -15.75 | 2,553 | -21.90 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1,837 | 0.00 | 355 | 8.90 | ||||
| 2026-05-13 | 13F | Capital International Sarl | 3,757 | -48.13 | 618 | -51.91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 349,847 | 10.30 | 57,574 | 2.24 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4,779 | 4.32 | 786 | -3.32 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 2,274 | 0.00 | 0 | |||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 514 | 0.00 | 85 | -7.69 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1,508 | 0.00 | 248 | -7.12 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 124 | 0.00 | 20 | -9.09 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3,955 | -5.61 | 651 | -12.52 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 21,203 | -1.56 | 3,489 | -8.74 | ||||
| 2026-04-20 | 13F | Actiam N.v. | 554,412 | 91 | ||||||
| 2026-02-09 | 13F/A | Allium Financial Advisors, Llc | 1,666 | -3.03 | 235 | 17.00 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 5,601,891 | 3.48 | 921,903 | -4.07 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 15,643 | 3.00 | 2,574 | -4.53 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 3,698 | 0.00 | 695 | 1.61 | ||||
| 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 | 12,261 | -12.21 | 2,018 | -18.64 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 719,372 | -2.98 | 118,388 | -10.06 | ||||
| 2026-05-07 | 13F | Qsemble Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 417,561 | -3.31 | 68,718 | -12.95 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32,155 | 0.04 | 5,292 | -7.27 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 26,951 | -4.66 | 4,435 | -11.62 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 2,123 | 1.68 | 349 | -5.68 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 14,677 | 0.51 | 2,415 | -6.83 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 3,427 | 0.00 | 564 | -7.40 | ||||
| 2026-05-11 | 13F | United Bank | 3,736 | -16.98 | 615 | -23.06 | ||||
| 2026-05-15 | 13F | FJ Capital Management LLC | 56,089 | -24.97 | 9,231 | -30.45 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 162 | 29.60 | 29 | 47.37 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6,075 | 0.08 | 1,000 | -7.24 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 175 | -7.89 | 29 | -15.15 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 1,248 | -57.27 | 205 | -60.42 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 453 | 75 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 171 | 0.00 | 28 | -6.67 | ||||
| 2026-05-15 | 13F | DCM Advisors, LLC | 61,023 | -10.14 | 9,042 | -25.00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 238 | 193.83 | 40 | 178.57 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 14,613 | 8.60 | 2,405 | 0.67 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2,510 | 22.56 | 413 | 13.77 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2,845 | 0.28 | 468 | -6.96 | ||||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | 9,879 | 1.03 | 1,626 | -6.34 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 19,272 | -6.45 | 3,172 | -13.29 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1,179 | 11.02 | 194 | 3.19 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 687,175 | 3.46 | 112,130 | -5.07 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2,812 | 14.36 | 463 | 5.96 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Mason & Associates Inc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 418 | 140.23 | 69 | 126.67 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 451 | -0.22 | 74 | -7.50 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 911 | 0.00 | 150 | -7.45 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 9,941 | -2.27 | 1,636 | -9.42 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1,638 | -0.43 | 270 | -7.88 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 51 | 0.00 | 8 | -11.11 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 197,873 | -0.15 | 32,564 | -7.44 | ||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 5,000 | -18.37 | 823 | -24.38 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1,458 | -23.82 | 240 | -29.20 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 5,615 | -0.71 | 924 | -7.88 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 8,041 | 0.59 | 1,323 | -6.77 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 1,787 | -4.79 | 294 | -11.71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 28,832 | 0.49 | 4,745 | -6.85 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 7,139 | 4.19 | 1,175 | -3.45 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2,209 | 0.14 | 364 | -7.16 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1,062,098 | 0.29 | 175 | -7.45 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 89,881 | 2.62 | 14,792 | -4.87 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 3,120 | -31.19 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10,734 | 0.61 | 1,766 | -6.76 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | Call | 200 | 13 | |||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 45,088 | -10.34 | 7,420 | -16.88 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 4,615 | 0.00 | 759 | -7.33 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 788 | 1.03 | 130 | -6.52 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1,230 | 2.41 | 202 | -5.16 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 1,543 | -0.26 | 254 | -7.66 | ||||
| 2026-02-10 | 13F | Norges Bank | 15,415,129 | 2,736,648 | ||||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 2,288 | 0.75 | 429 | 6.20 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 6,949 | 355.08 | 1,144 | 372.31 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 1,471 | -67.83 | 242 | -70.16 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2,571 | -1.49 | 423 | -8.64 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 8,980 | 1.88 | 1,478 | -5.56 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 855,631 | 65.35 | 140,811 | 53.28 | ||||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-07 | 13F | First Financial Corp /in/ | 554 | 0.00 | 91 | -7.14 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 22,620 | -2.12 | 4,147 | 1.10 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 500 | 0.00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 1,600 | 0.00 | 263 | -7.39 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2,939 | -6.01 | 484 | -12.97 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 427,904 | 35.51 | 70 | 25.00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2,061 | 52.89 | 339 | 58.41 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 191,517 | 0.01 | 31,518 | -7.29 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1,866 | 307 | ||||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 3,145 | 12.72 | 518 | 4.44 | ||||
| 2026-05-08 | 13F | Cornerstone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9,031 | -83.55 | 1,486 | -84.75 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 13,426 | 1.93 | 2,210 | -5.52 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 634,328 | -1.89 | 104,391 | -10.09 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 112,548 | 29.32 | 18,522 | 19.88 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 177,523 | 9.08 | 29,215 | 1.12 | ||||
| 2026-05-06 | 13F | Copeland Capital Management, LLC | 135,026 | -11.75 | 22,221 | -18.20 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1,749 | 3.61 | 291 | -3.01 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 327,515 | -0.68 | 53,899 | -7.93 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 6,017 | -2.89 | 990 | -9.92 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5,376 | 4.77 | 885 | -2.86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 69,474 | -0.81 | 11,433 | -8.05 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 11,300 | 0.00 | 1,860 | -9.54 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 232,534 | 8.48 | 38,306 | 0.57 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 1,908 | -0.05 | 314 | -7.10 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 3,623 | 0.33 | 596 | -7.02 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 4,782 | 3.55 | 787 | -4.03 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 13,821 | -20.65 | 2,274 | -26.46 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 15,463 | -10.94 | 2,545 | -17.46 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 75,950 | 25.50 | 12,499 | 16.35 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 2,268 | -16.86 | 373 | -22.93 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 457,900 | -5.10 | 75 | -11.76 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 4,531 | -18.04 | 746 | -24.06 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1,989 | -0.35 | 327 | -7.63 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 15 | 2 | ||||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 102,332 | 2.89 | 16,841 | -4.63 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 2,014 | -4.46 | 331 | -11.50 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 965,439 | 158,882 | ||||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 78,453 | -14.93 | 12,911 | -21.13 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2,305 | 59.08 | 379 | 47.47 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 200 | 0.00 | 33 | -8.57 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 7,289 | 16.05 | 1,200 | 7.53 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 248 | 0.00 | 47 | 4.44 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 955 | -23.66 | 157 | -29.73 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 2,165 | -1.46 | 356 | -8.72 | ||||
| 2026-05-13 | 13F | Tokio Marine Asset Management Co Ltd | 42,201 | 4.09 | 6,945 | -3.50 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 5,840 | 35.69 | 961 | 25.79 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,839 | -14.78 | 303 | -21.15 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3,642 | 599 | ||||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 5,966 | 0.00 | 982 | -7.37 | ||||
| 2026-04-28 | 13F | Kepler Cheuvreux (Suisse) SA | 5,587 | -0.73 | 919 | -8.01 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 614 | 30.08 | 116 | 34.88 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 21,939 | 0.76 | 3,611 | -6.60 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 4,605 | 0.59 | 758 | -6.77 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 190,960 | -1.70 | 31,426 | -8.88 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 29,916 | -2.49 | 4,923 | -9.60 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 443 | 0.00 | 73 | -7.69 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 344,831 | 2.98 | 56,749 | -4.54 | ||||
| 2026-05-07 | 13F | First National Trust Co | 50,742 | 2.45 | 8,351 | -5.03 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 9,991,147 | 1.35 | 1,644,425 | -6.04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 20,289 | -1.43 | 3,339 | -8.65 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 59,057 | -3.41 | 9,719 | -10.46 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 20,534 | 2.15 | 3,648 | -0.65 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2,018 | 2.91 | 320 | -8.33 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 8,354 | 1.20 | 1,375 | -6.21 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 168,700 | 391.36 | 27,763 | 355.49 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | First Bank & Trust | 4,546 | -13.43 | 748 | -19.74 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 25,673 | 1.14 | 4,225 | -6.24 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Family Management Corp | 18,347 | 771.59 | 3,019 | 709.38 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 4,025 | 0.00 | 662 | -7.28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11,017,848 | 20.13 | 1,813,207 | 11.36 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3,157 | 0.29 | 519 | -6.99 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3,355 | 5.47 | 552 | -2.13 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 1,800 | 0.00 | 296 | -7.21 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 23,693 | -3.53 | 3,899 | -10.57 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 60,912 | -32.33 | 8,567 | -30.65 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 851,956 | 40.40 | 140,206 | 29.28 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3,696 | 0.00 | 608 | -7.32 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 951 | 3.71 | 156 | -3.70 | ||||
| 2026-05-08 | 13F | DJE Kapital AG | 93,386 | -81.83 | 15,118 | -83.54 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 183 | 0.00 | 32 | 10.34 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1,758 | 12.48 | 289 | 4.33 | ||||
| 2026-05-08 | 13F | Central Asset Investments & Management Holdings (HK) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 1,549 | -76.48 | 255 | -78.27 | ||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 188 | -20.68 | 31 | -28.57 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 13,543 | -36.36 | 2,306 | -1.41 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 386,852 | 63.37 | 68,678 | 82.44 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 4,205 | 0.00 | 692 | -7.24 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 186,230 | -9.16 | 30,648 | -15.79 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 59,539 | -4.24 | 9,798 | -11.23 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 7,483 | -0.97 | 1,231 | -8.20 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 244 | 144.00 | 40 | 135.29 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 59,071 | -0.89 | 9,721 | -8.13 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4,929 | -0.86 | 811 | -8.05 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 2,005 | 0.10 | 330 | -7.32 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 8,947 | 24.64 | 1,472 | 15.54 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 59 | 555.56 | 10 | 800.00 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 66 | 29.41 | 12 | 33.33 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23,155 | -23.64 | 3,811 | -29.23 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 55 | 9 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 3,503 | 89.45 | 576 | 75.61 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 33,004 | 3.54 | 5,431 | -4.03 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 4,321 | -0.76 | 711 | -8.02 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 19,380 | 0.95 | 3,189 | -6.43 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3,267 | 1.08 | 580 | 13.06 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40,467 | 31.40 | 6,660 | 21.80 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11,891 | 0.75 | 1,957 | -6.63 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 126,233 | -5.72 | 20,774 | -12.60 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 5,524 | 1 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | 111 Capital | 2,672 | -72.80 | 440 | -74.81 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 992,717 | -7.46 | 163,372 | -14.21 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 1,736 | -4.93 | 286 | -12.04 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 84,909 | 8.58 | 13,973 | 0.66 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5,109 | 143.63 | 841 | 125.81 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 98,629 | 225.22 | 16,231 | 201.52 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 9,298 | -9.66 | 2 | 0.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7,855 | 1.37 | 1,293 | -6.04 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 823,400 | 0.81 | 135,507 | -6.55 | |||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 711,300 | 9.80 | 117,059 | 1.79 | |||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7,637 | 0.16 | 1,429 | 5.54 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 417 | 69 | ||||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Alecta Pensionsforsakring, Omsesidigt | 1,279,100 | 35.79 | 210,412 | 25.81 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 6,711 | 37.18 | 1,105 | 27.19 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 2,059 | 0.00 | 339 | -7.40 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 17,275 | -0.86 | 2,843 | -8.12 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 22,293 | 0.27 | 3,669 | -7.07 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 9 | -94.89 | 1 | -96.77 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 40 | 0.00 | 7 | -14.29 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 143 | 4,666.67 | 24 | |||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 70,639 | -6.65 | 11,625 | -13.46 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 2,371 | 0.00 | 390 | -7.14 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 57,043 | -0.64 | 9,388 | -7.90 | ||||
| 2026-04-29 | 13F | Lipe & Dalton | 20,525 | -1.90 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2,831 | 70.03 | 466 | 57.63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 4,858 | 17.03 | 799 | 8.56 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 10,512 | 1,730 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 19 | 0.00 | 3 | 0.00 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 12,651 | -13.74 | 1,499 | -42.45 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 2,542,196 | -5.22 | 418,369 | -12.14 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 2,649 | -3.39 | 436 | -10.49 | ||||
| 2026-05-06 | 13F | CNB Bank | 4,529 | -1.67 | 745 | -8.81 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 33,943 | 13.48 | 5,585 | 5.16 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5,820 | 19.43 | 958 | 10.64 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 7,742 | 1.35 | 1,462 | 7.74 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1,871 | 0.00 | 308 | -7.53 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 7,905 | 3.92 | 1,301 | -3.63 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 311,463 | 0.59 | 51,258 | -6.76 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 819 | 0.49 | 135 | -6.94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 17,014,757 | 14.06 | 2,800 | 5.74 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 9,706 | 0.12 | 1,597 | -7.15 | ||||
| 2026-05-12 | 13F | Rpo Llc | Call | 0 | -100.00 | 0 | ||||
| 2026-05-12 | 13F | Rpo Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 41,800 | 4.30 | 6,879 | -3.30 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 5,668 | -0.18 | 933 | -7.54 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 1,506 | -0.07 | 248 | -7.49 | ||||
| 2026-04-08 | 13F | Werlinich Asset Management, LLC | 20,100 | 0.15 | 3,308 | -7.99 | ||||
| 2026-05-11 | 13F | Boston Partners | 4,429,180 | 16.34 | 729,304 | 7.74 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19,755 | -23.29 | 3,251 | -28.89 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1,824 | 0.00 | 300 | -7.12 | ||||
| 2026-05-15 | 13F | Armistice Capital, Llc | 3,017 | 497 | ||||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 2,886 | -48.81 | 475 | -52.60 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 5,021 | 134.52 | 826 | 117.37 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 6,725 | 0.00 | 1,107 | -7.29 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 170,147 | -0.20 | 28,001 | -7.48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1,435 | 0.42 | 236 | -6.72 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2,887 | 1.62 | 475 | -5.75 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 250 | -63.50 | 41 | -66.12 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 56,723 | 4.75 | 9,335 | -2.90 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1,377 | 227 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 531 | 0.76 | 87 | -8.42 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 122,651 | -2.66 | 20 | -9.09 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 1,815 | -2.42 | 299 | -9.70 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 5,268 | 0.00 | 867 | -7.38 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 602 | 46.12 | 99 | 35.62 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 60 | 0.00 | 10 | -10.00 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4,584 | -0.04 | 754 | -7.37 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 97,464 | -5.19 | 16,040 | -12.11 | ||||
| 2026-05-07 | 13F | Convergence Investment Partners, LLC | 12,742 | 1.38 | 2,097 | -6.05 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 6,515 | -52.65 | 1,072 | -56.10 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 11,149 | -1.33 | 1,835 | -8.53 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 4,276 | 755.20 | 704 | 698.86 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 218 | -2.69 | |||||
| 2026-05-11 | 13F | Allstate Corp | 68,194 | -24.99 | 11,223 | -30.47 | ||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 91,764 | 50.73 | 15 | 50.00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 6,448 | 4.86 | 1,245 | 12.57 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 18,633 | 7.18 | 3,103 | -4.90 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 4,853 | 32.70 | 799 | 22.96 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5,903 | 0.39 | 972 | -6.90 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 8,833 | -49.51 | 1,454 | -53.20 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 31,000 | 93.75 | 5,102 | 79.61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1,544 | -58.16 | 254 | -61.22 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 29 | -42.00 | 5 | -50.00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2,189 | -0.77 | 360 | -7.93 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 2,725 | 1.91 | 448 | -5.49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 86,642 | -14.81 | 14,259 | -21.03 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4,745 | -5.93 | 781 | -12.85 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 48,358 | 4.14 | 7,958 | -3.46 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 4 | 1 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 13,441 | 21.60 | 2,212 | 12.69 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 156 | 0.00 | 0 |
