CHWD - Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock) Ações - Preço das Ações, Propriedade Institucional, Acionistas (DB)

Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
DE ˙ DB ˙ US17133Q5027
€ 35,40 0.00 (0.00%)
2026-01-30
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 220 total, 220 long only, 0 short only, 0 long/short - change of 2.33% MRQ
Preço da Ação 35.40
Alocação Média no Portfólio 0.0721 % - change of -9.99% MRQ
Ações Institucionais (Longas) 19,328,356 (ex 13D/G) - change of 0.35MM shares 1.82% MRQ
Valor Institucional (Longa) $ 811,491 USD ($1000)
Propriedade Institucional e Acionistas

Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock) (DE:CHWD) tem 220 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 19,328,356 ações. Os maiores acionistas incluem BlackRock, Inc., Renaissance Technologies Llc, Vanguard Group Inc, Morgan Stanley, Connor, Clark & Lunn Investment Management Ltd., VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares, Northern Trust Corp, Schroder Investment Management Group, Td Asset Management Inc, and Dimensional Fund Advisors Lp .

Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock) (DB:CHWD) 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%.

The share price as of January 30, 2026 is 35.40 / share. Previously, on February 3, 2025, the share price was 37.20 / share. This represents a decline of 4.84% over that period.

DE:CHWD / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock) Institutional Ownership
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.
(%)
2025-09-25 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares 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 381,442 0.00 16,555 7.32
2025-11-14 13F Quantinno Capital Management LP 173,821 34.29 7,582 25.68
2025-11-14 13F Public Employees Retirement System Of Ohio 144,314 0.62 6,295 -5.85
2026-01-28 13F B. Metzler seel. Sohn & Co. AG 157,095 6,554
2026-01-26 13F Cwm, Llc 3,922 28.46 0
2025-11-13 13F Renaissance Technologies Llc 2,807,867 -2.98 122,479 -9.20
2025-11-13 13F Wells Fargo & Company/mn 2,399 -17.95 105 -23.53
2025-08-26 NP Profunds - Profund Vp Emerging Markets 6,484 9.27 302 30.17
2025-09-25 NP TIER - T. Rowe Price International Equity Research ETF 318 14
2025-11-14 13F Axa S.a. 0 -100.00 0
2026-01-15 13F Highline Wealth Partners Llc 158 0.00 7 0.00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 3,400 0.00 148 7.30
2025-09-25 NP Dfa Investment Trust Co - The Emerging Markets Series This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 111,161 0.00 4,824 7.32
2026-01-23 13F Robeco Institutional Asset Management B.V. 136,807 0.00 5,706 -4.37
2025-11-13 13F Guggenheim Capital Llc 42,025 -2.36 1,833 -8.62
2025-11-14 13F CI Private Wealth, LLC 32,505 6.72 1,418 -0.14
2026-01-13 13F Kathmere Capital Management, LLC 47,392 -1.34 1,977 -5.68
2025-11-12 13F Xponance, Inc. 6,403 8.54 279 1.82
2025-10-10 13F Navigoe, LLC 39 0
2025-11-12 13F Barclays Plc 0 -100.00 0
2025-11-14 13F United Capital Financial Advisers, Llc 7,825 1.10 341 -5.28
2026-01-16 13F Ronald Blue Trust, Inc. 18,157 -16.17 757 -19.81
2025-11-10 13F Resources Investment Advisors, LLC. 7,615 -1.96 332 -8.29
2026-01-20 13F AdvisorNet Financial, Inc 142 0.00 6 -16.67
2025-11-14 13F Northern Trust Corp 727,983 3.06 31,755 -3.55
2025-11-13 13F O'shaughnessy Asset Management, Llc 112,977 5.11 4,928 -1.62
2025-09-25 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 3,751 -1.99 163 5.19
2025-10-29 13F Sequoia Financial Advisors, LLC 40,473 -8.18 1,765 -14.07
2025-11-17 13F GWM Advisors LLC 166 1.84 7 0.00
2025-11-05 13F Bessemer Group Inc 10,980 -4.65 0
2025-08-11 13F Morling Financial Advisors, LLC 0 -100.00 0
2026-01-08 13F True Wealth Design, LLC 321 29.96 13 30.00
2026-01-20 13F Signaturefd, Llc 36,394 -3.69 1,518 -7.95
2025-11-12 13F Simplex Trading, Llc Put 0 -100.00 0
2025-11-13 13F Bnp Paribas Arbitrage, Sa 8,567 -34.91 374 -39.15
2025-11-12 13F Simplex Trading, Llc 0 -100.00 0
2025-09-29 NP AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 10,496 65.29 456 77.73
2025-11-04 13F High Note Wealth, LLC 0 -100.00 0
2025-09-25 NP DEXC - Dimensional Emerging Markets ex China Core Equity ETF 7,000 18.64 304 27.31
2025-11-12 13F American Century Companies Inc 371,284 12.69 16,195 5.46
2025-11-12 13F Allianz Se 6,083 265
2026-01-21 13F Yousif Capital Management, Llc 12,229 0.00 518 -2.81
2025-11-07 13F Sageworth Trust Co 10,627 464
2025-08-29 NP MPLAX - Praxis International Index Fund Class A 139,043 -7.55 6,481 9.89
2025-11-13 13F Hsbc Holdings Plc 0 -100.00 0
2025-11-10 13F Td Asset Management Inc 533,177 -18.36 23,257 -23.60
2025-11-13 13F Natixis Advisors, L.p. 39,646 1.40 2 0.00
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 6,275 218.04 262 203.49
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0 -100.00
2025-11-03 13F Summit Global Investments 12,999 0.00 1
2026-01-09 13F SG Americas Securities, LLC 3,115 0
2025-10-15 13F Private Trust Co Na 0 -100.00 0
2025-11-10 13F Rossby Financial, LCC 25 1
2025-10-31 13F Drive Wealth Management, Llc 8,681 0.54 379 -5.97
2025-11-13 13F Parallel Advisors, LLC 24,456 3.52 1,067 -3.18
2025-11-14 13F National Bank Of Canada /fi/ 145 -30.95 6 -33.33
2025-11-10 13F D'Orazio & Associates, Inc. 6,754 0.51 295 -6.07
2025-10-21 13F Global Retirement Partners, LLC 0 -100.00 0
2025-11-13 13F Vise Technologies, Inc. 5,588 1.60 244 -5.08
2025-10-31 13F Whittier Trust Co 0 -100.00 0
2025-11-14 13F SRS Capital Advisors, Inc. 1,027 40.88 45 33.33
2025-11-14 13F Morgan Stanley 1,365,343 4.95 59,556 -1.78
2026-01-05 13F GoalVest Advisory LLC 4 0.00 0
2025-11-13 13F GeoWealth Management, LLC 0 -100.00 0 -100.00
2025-09-25 NP DFSE - Dimensional Emerging Markets Sustainability Core 1 ETF 5,574 20.83 242 29.57
2025-11-14 13F Wellington Management Group Llp 0 -100.00 0
2025-11-14 13F Wealthspire Advisors, LLC 247 11
2025-11-05 13F Key FInancial Inc 227 0.00 10 -10.00
2025-11-13 13F Fmr Llc 49,559 3.60 2,162 -3.05
2025-11-19 13F Caitong International Asset Management Co., Ltd 8 0
2025-11-14 13F Jane Street Group, Llc 22,424 978
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100.00 0
2025-11-12 13F First Trust Advisors Lp 98,929 342.22 4,315 314.11
2025-11-10 13F EverSource Wealth Advisors, LLC 8,577 -6.17 374 -12.21
2026-01-12 13F Foster Group, Inc. 10,039 -18.01 419 -21.72
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100.00 0
2025-11-12 13F West Family Investments, Inc. 48,077 0.43 2,097 -6.01
2025-11-17 13F Morningstar Investment Management LLC 0 -100.00 0
2025-11-04 13F Tsfg, Llc 98 0.00 0
2025-11-06 13F Profund Advisors Llc 9,550 7.33 417 0.48
2025-11-10 13F Atomi Financial Group, Inc. 9,802 2.63 428 -4.04
2025-11-13 13F Legal & General Group Plc 1,240 0.00 54 -5.26
2025-09-25 NP DFEM - Dimensional Emerging Markets Core Equity 2 ETF 51,212 34.10 2,223 43.91
2025-11-26 13F/A Jpmorgan Chase & Co 713 32.04 31 24.00
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-11-13 13F Marshall Wace, Llp 40,985 -5.64 1,788 -11.71
2025-11-14 13F Driehaus Capital Management Llc 36,471 0.00 1,591 -6.42
2025-11-07 13F Mondrian Investment Partners LTD 226,153 12.43 9,865 25.07
2025-11-06 13F Advisors Asset Management, Inc. 11,231 202.64 490 184.30
2025-11-12 13F NewSquare Capital LLC 0 -100.00 0 -100.00
2026-01-12 13F Abound Wealth Management 38 18.75 2 0.00
2025-11-14 13F Advisor Group Holdings, Inc. 4,192 -0.07 183 -6.67
2025-11-18 13F Advisory Services Network, LLC 59 3
2025-11-14 13F Brevan Howard Capital Management LP 7,653 334
2025-11-07 13F HighTower Advisors, LLC 0 -100.00 0 -100.00
2025-11-12 13F Brinker Capital Investments, LLC 55,730 -0.50 2,431 -6.90
2025-11-12 13F Bare Financial Services, Inc 215 0.00 9 -10.00
2025-10-28 13F BRYN MAWR TRUST Co 78 0.00 3 0.00
2025-11-05 13F SBI Securities Co., Ltd. 474 51.92 21 42.86
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-10-03 13F Aaron Wealth Advisors LLC 0 -100.00 0
2025-11-13 13F Sei Investments Co 40,588 -33.50 1,770 -37.76
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 12,202 0.00 530 7.30
2025-10-30 13F Simplicity Wealth,LLC 0 -100.00 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0 -100.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-11-19 13F Coldstream Capital Management Inc 6,055 264
2025-08-12 13F Proequities, Inc. 0 0
2025-11-13 13F Connor, Clark & Lunn Investment Management Ltd. 1,185,031 -5.45 51,691 -11.51
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2026-01-30 13F Ares Financial Consulting, LLC 30 1
2025-11-12 13F Steward Partners Investment Advisory, Llc 144 0.00 6 0.00
2025-11-13 13F Russell Investments Group, Ltd. 32 0.00 1 0.00
2025-11-14 13F Rockefeller Capital Management L.P. 155 7
2025-10-21 13F Simon Quick Advisors, Llc 0 -100.00 0 -100.00
2025-11-14 13F Larson Financial Group LLC 1,586 -22.25 69 -27.37
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0 -100.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5,226 116.94 244 158.51
2025-09-24 NP EMQAX - Ashmore Emerging Markets Active Equity Fund CLASS A 7,097 308
2025-11-14 13F Millennium Management Llc 67,113 921.51 2,927 856.54
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0 -100.00
2025-11-07 13F Pnc Financial Services Group, Inc. 23,328 25.04 1,018 17.03
2025-11-13 13F Bank Of Montreal /can/ 37,558 4.82 1,638 -1.92
2025-11-14 13F Vident Advisory, LLC 128,045 16.57 5,585 9.10
2025-11-14 13F Mml Investors Services, Llc 13,845 19.20 604
2025-09-25 NP Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 34,021 255.27 1,477 281.40
2025-10-31 13F JustInvest LLC 129,205 9.07 5,636 2.06
2025-11-14 13F Verition Fund Management LLC 19,916 171.41 869 153.80
2026-01-26 13F Harbor Asset Planning, Inc. 167 0.00 7 -14.29
2026-01-29 13F UMA Financial Services, Inc. 533 -8.26 22 -12.00
2025-09-25 NP DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 64,400 0.00 2,795 7.33
2025-11-07 13F Syon Capital Llc 8,937 82.16 390 70.61
2025-11-14 13F State Street Corp 78,573 5.44 3,427 -1.32
2025-11-06 13F Ameritas Advisory Services, LLC 0 -100.00 0 -100.00
2025-11-04 13F Jones Financial Companies Lllp 110 -74.48 5 -80.00
2025-11-06 13F Abc Arbitrage Sa 5,230 228
2025-11-21 13F Bell Investment Advisors, Inc 458 0.66 20 -9.52
2026-01-23 13F Farther Finance Advisors, LLC 4,225 387.88 176 375.68
2025-11-14 13F Ieq Capital, Llc 51,053 79.62 2,227 68.13
2025-11-14 13F Binnacle Investments Inc 302 0.00 13 -7.14
2025-11-13 13F Glenmede Investment Management, LP 0 -100.00 0
2025-09-26 NP HAOSX - Harbor Overseas Fund Institutional Class 9,461 17.15 411 25.77
2025-08-29 NP John Hancock Hedged Equity & Income Fund 15,087 703
2025-10-28 13F Campbell & CO Investment Adviser LLC 19,645 -26.99 857 -31.74
2025-09-25 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 7,515 0.00 326 7.59
2025-11-07 13F Sierra Ocean, Llc 0 -100.00 0 -100.00
2025-11-14 13F Two Sigma Investments, Lp 19,846 866
2025-10-31 13F Whittier Trust Co Of Nevada Inc 0 -100.00 0 -100.00
2026-01-29 13F UBS Group AG 25,056 -41.45 1,045 -44.00
2025-11-05 13F Hantz Financial Services, Inc. 3,907 365.12 0
2025-11-13 13F Pathstone Holdings, LLC 43,124 -1.76 1,881 -8.06
2026-01-27 13F Evergreen Capital Management Llc 0 -100.00 0
2025-11-14 13F Principal Street Partners, LLC 0 -100.00 0
2026-01-30 13F CBOE Vest Financial, LLC 5,423 226
2025-11-13 13F Acadian Asset Management Llc 436,258 -23.80 19 -26.92
2025-09-25 NP VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares 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 1,176,664 0.00 51,067 7.32
2026-01-05 13F GAMMA Investing LLC 8,396 -11.13 350 -15.05
2025-08-28 NP CWI - SPDR(R) MSCI ACWI EX-US ETF This fund is a listed as child fund of State Street Corp 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 47,194 0.35 2,200 19.25
2025-11-14 13F Bank Of America Corp /de/ 339,330 9.21 14,802 2.21
2025-11-13 13F Arrowstreet Capital, Limited Partnership 134,412 -54.85 5,863 -57.74
2026-01-30 13F R Squared Ltd 27,964 18.89 1,166 13.76
2026-01-29 13F Deltec Asset Management Llc 10,398 0.00 434 -4.42
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 2,214 107.11 103 151.22
2025-09-24 NP SNTKX - Steward International Enhanced Index Fund Class A 17,653 -60.42 766 -57.52
2025-10-29 13F Root Financial Partners, LLC 22 1
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp 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 21,889 2.96 1,020 22.45
2025-11-10 13F Advyzon Investment Management, LLC 4,774 208
2026-01-29 13F Vanguard Group Inc 1,972,894 -2.51 82,289 -6.78
2025-11-14 13F Lido Advisors, LLC 7,566 330
2025-11-13 13F EntryPoint Capital, LLC 5,790 253
2026-01-16 13F Augustine Asset Management Inc 17,659 0.00 737 -4.42
2026-01-27 13F/A Capital Performance Advisors Llp 5,573 -10.66 232 -14.71
2025-11-12 13F BlackRock, Inc. 3,130,560 16.83 136,555 9.34
2025-11-06 13F Wealthstream Advisors, Inc. 5,844 15.20 255 7.63
2025-11-12 13F Principal Securities, Inc. 30 1
2026-01-16 13F Crewe Advisors LLC 194 0.00 8 0.00
2025-08-14 13F Two Sigma Advisers, Lp 0 -100.00 0
2025-11-14 13F Royal Bank Of Canada 1,528 16.82 68 11.48
2025-12-02 13F Allworth Financial LP 2,492 5.15 109 -1.82
2026-01-06 13F Fulcrum Equity Management 5,374 0.00 224 -4.27
2025-10-30 13F Parkside Financial Bank & Trust 296 0.00 13 -7.69
2025-11-10 13F Citigroup Inc 18,042 29.43 787 21.11
2025-09-26 NP UUPIX - Ultraemerging Markets Profund Investor Class 1,853 16.54 80 25.00
2026-01-23 13F Lester Murray Antman dba SimplyRich 14,885 0.00 1
2026-01-15 13F Frank, Rimerman Advisors LLC 0 -100.00 0
2025-11-14 13F AXA Investment Managers S.A. 14,848 648
2025-11-12 13F Geode Capital Management, Llc 4,734 206
2026-01-14 13F Generali Investments CEE, investicni spolecnost, a.s. 11,429 -32.49 477 -35.50
2025-11-13 13F Deutsche Bank Ag\ 29,521 0.00 1,288 -6.40
2025-11-05 13F Gallacher Capital Management LLC 11,504 23.93 502 15.97
2025-11-13 13F Invesco Ltd. 14,042 36.09 613 27.50
2025-11-14 13F Creative Planning 380,892 20.02 16,615 12.32
2026-01-20 13F Ascent Group, LLC 20,269 -6.84 845 -10.96
2025-10-17 13F Ethic Inc. 68,709 27.90 2,997 19.07
2025-11-14 13F Colony Group, LLC 3,280 420
2025-11-04 13F Hazlett, Burt & Watson, Inc. 250 0.00 0
2026-01-22 13F Financial Consulate, Inc 33 1
2025-09-29 NP SPWO - SP Funds S&P World (ex-US) ETF 5,043 41.14 219 51.39
2025-11-05 13F Smartleaf Asset Management LLC 1,133 0.00 49 -7.55
2025-11-14 13F Goldman Sachs Group Inc 219,928 -14.18 9,593 -19.68
2025-10-22 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-11-20 13F First Affirmative Financial Network 33,932 4.23 1,480 -2.44
2025-09-25 NP VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares 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 114,346 0.00 4,963 7.31
2025-11-12 13F Dimensional Fund Advisors Lp 476,602 5.21 20,790 -1.58
2025-11-12 13F Modern Wealth Management, LLC 5,455 -9.22 238 -15.36
2025-09-25 NP DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class 18,891 0.00 820 7.34
2025-11-13 13F Quadrant Capital Group Llc 64,263 31.57 2,803 23.15
2026-01-15 13F Trust Co 26 1
2025-10-16 13F Hoese & Co LLP 0 -100.00 0
2026-01-22 13F V-Square Quantitative Management LLC 4,065 170
2025-09-25 NP TWAAX - Thrivent International Allocation Fund Class A 4,613 254.30 200 284.62
2025-10-10 13F Putnam Fl Investment Management Co 4,951 -33.78 216 -38.22
2025-10-20 13F Sivia Capital Partners, LLC 7,484 -3.46 326 -9.70
2025-11-07 13F Texas Yale Capital Corp. 9,000 0.00 393 -6.44
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 6,274 261
2025-11-10 13F MAI Capital Management 1,274 -67.32 56 -69.61
2025-11-13 13F Brown Brothers Harriman & Co 0 -100.00 0
2025-09-25 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares 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 277,613 0.00 12,048 7.32
2026-01-26 13F PDS Planning, Inc 15,045 -5.82 628 -9.91
2025-11-13 13F Kayne Anderson Rudnick Investment Management Llc 14,515 -0.32 633 -6.64
2025-11-14 13F Citadel Advisors Llc 20,864 -34.68 910 -38.84
2025-11-14 13F Northwestern Mutual Wealth Management Co 347 0.00 15 -6.25
2025-08-12 13F Atlas Capital Advisors Llc 199 0.00 9 28.57
2025-11-14 13F Aquatic Capital Management LLC 15,829 690
2025-09-25 NP ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 24,401 1,059
2026-01-05 13F Rosenberg Matthew Hamilton 397 0.00 17 -5.88
2025-11-14 13F/A Skopos Labs, Inc. 4,591 0.00 215 0.94
2026-01-28 13F CAPROCK Group, Inc. 8,094 -32.56 338 -35.44
2025-09-25 NP DFAE - Dimensional Emerging Core Equity Market ETF 100,100 13.75 4,344 22.09
2025-11-14 13F Tower Research Capital LLC (TRC) 71 47.92 3 50.00
2025-11-06 13F Rhumbline Advisers 218,271 -5.18 9,521 -11.27
2026-01-23 13F Bridgewater Advisors Inc. 9,665 0.52 409 1.74
2026-01-30 13F Us Bancorp \de\ 40,486 -3.26 1,689 -7.51
2025-11-12 13F Crossmark Global Holdings, Inc. 71,359 11.54 3,113 4.39
2025-08-27 NP RYWTX - Emerging Markets 2x Strategy Fund Class A 2,021 143.79 94 193.75
2026-01-14 13F Jfs Wealth Advisors, Llc 280 4.87 12 0.00
2025-11-05 13F Savant Capital, LLC 29,705 0.05 1,296 -6.36
2025-11-12 13F Neuberger Berman Group LLC 80,887 2.08 3,530 -4.65
2026-01-27 13F WealthCollab, LLC 291 0.00 12 0.00
2025-11-03 13F Ballentine Partners, LLC 39,068 -6.00 1,704 -12.03
2026-01-23 13F Westside Investment Management, Inc. 1,491 3.69 62 -1.59
2025-12-02 13F IFP Advisors, Inc 103 0.00 4 0.00
2026-01-15 13F Nisa Investment Advisors, Llc 94 4
2025-11-13 13F Schroder Investment Management Group 621,357 -7.99 27,128 -13.81
2025-10-22 13F Cerity Partners LLC 67,558 -5.90 2,947 -11.95
2026-01-28 13F HB Wealth Management, LLC 5,727 22.63 239 17.24
2025-11-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 145,000 0.00 6,325 -6.42
2025-11-14 13F Wetherby Asset Management Inc 32,076 1.34 1,399 -5.15
2026-01-23 13F BSW Wealth Partners 5,142 214
2025-11-14 13F Aqr Capital Management Llc 22,813 -3.64 995 -9.79
2026-01-08 13F Tuttle Tactical Management LLC 12,184 508
2025-11-14 13F Mercer Global Advisors Inc /adv 8,158 9.80 356 2.60
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,131 339
2026-01-22 13F Venturi Wealth Management, LLC 8,570 23.06 357 17.82
2025-11-04 13F Thrivent Financial For Lutherans 62,730 3
2025-11-24 13F CIBC Private Wealth Group, LLC 584 65.91 25 56.25
2026-01-23 13F Assetmark, Inc 329 6.47 14 0.00
2025-11-14 13F Ameriprise Financial Inc 209,213 -3.66 7,588 -10.11
2025-11-14 13F Mariner, LLC 28,085 -2.82 1,225 -9.06
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares 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 81,784 0.00 3,549 7.32
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