Estatísticas Básicas
| Proprietários Institucionais | 210 total, 210 long only, 0 short only, 0 long/short - change of 2.94% MRQ |
| Alocação Média no Portfólio | 0.4502 % - change of 15.70% MRQ |
| Ações Institucionais (Longas) | 15,495,998 (ex 13D/G) - change of -0.07MM shares -0.45% MRQ |
| Valor Institucional (Longa) | $ 1,323,771 USD ($1000) |
Propriedade Institucional e Acionistas
iShares Trust - iShares MSCI All Country Asia ex Japan ETF (GB:0JHN) tem 210 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 15,495,998 ações. Os maiores acionistas incluem Jpmorgan Chase & Co, Morgan Stanley, Analyst IMS Investment Management Services Ltd., J.Safra Asset Management Corp, CIBC Bancorp USA Inc., CIBC Private Wealth Group, LLC, Pragma Gestao De Patrimonio Ltd, Oversea-Chinese Banking CORP Ltd, Prudential Plc, and Alliancebernstein L.p. .
iShares Trust - iShares MSCI All Country Asia ex Japan ETF (LSE:0JHN) 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | Whittier Trust Co | 1,355 | 0.00 | 133 | 4.76 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 19,346 | 1,802 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3,039 | 0.00 | 283 | 1.81 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 2,827 | 9.49 | 263 | 11.91 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 37,601 | -3.39 | 3,501 | -1.38 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 109,145 | 10,164 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1,133 | 0.00 | 106 | 1.94 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 3,015 | 1.21 | 281 | 3.32 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 480,492 | -8.07 | 44,743 | -6.16 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 8,050 | -84.86 | 750 | -84.55 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 7,821 | 0.00 | 713 | 10.37 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1,933 | 0.00 | 180 | 2.27 | ||||
| 2026-02-05 | 13F | Independent Solutions Wealth Management, LLC | 4,892 | 456 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 6,828 | 0.00 | 636 | 2.09 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 100 | 0.00 | 9 | 0.00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 3,075 | 286 | ||||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 8,156 | -3.98 | 759 | -1.94 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 | 0.00 | 1 | 0.00 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 544 | 0.00 | 51 | 2.04 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 210 | 2 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 7,061 | -1.36 | 658 | 0.77 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | iA Global Asset Management Inc. | 18,463 | -35.44 | 2 | -50.00 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 8,958 | 834 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 96,184 | 13.17 | 8,957 | 15.53 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 3,763 | 1.24 | 350 | 3.24 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 23,736 | -34.85 | 2,210 | -33.53 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 7,455 | -0.93 | 694 | 1.17 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 43,251 | 0.00 | 4,028 | 2.08 | ||||
| 2026-02-17 | 13F | Creative Planning | 4,492 | 38.30 | 418 | 41.22 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 250 | 0.00 | 23 | 4.55 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 67,113 | 15.86 | 6,250 | 18.26 | ||||
| 2026-02-13 | 13F | Commerce Bank | 24,811 | 0.00 | 2,310 | 2.08 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 90,300 | 83.91 | 8,409 | 87.76 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 59,173 | 0.58 | 5,510 | 2.68 | ||||
| 2026-02-04 | 13F/A | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3,799 | 2.62 | 354 | 4.75 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 25,985 | 0.00 | 2,420 | 2.07 | ||||
| 2026-01-15 | 13F | James Hambro & Partners | 47,559 | 39.02 | 4,427 | 41.89 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 296 | 0.00 | 28 | 0.00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 3,489 | -48.52 | 325 | -47.57 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 8,789 | 818 | ||||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 8,883 | -8.92 | 827 | -6.97 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 3,661 | 0.00 | 341 | 2.10 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 7,914 | 0.00 | 737 | 2.08 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 87,740 | 53.20 | 8,198 | 56.91 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 230 | 210.81 | 21 | 250.00 | ||||
| 2026-02-17 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 2,366 | 220 | ||||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 18 | 2 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 3,760 | 120.14 | 350 | 125.81 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 306 | 28 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 733,985 | 66,954 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 19,381 | -0.13 | 1,805 | 1.92 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 752 | 6.52 | 0 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 55 | 0.00 | 5 | 0.00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 3,000 | 0.00 | 279 | 2.20 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 7 | 0.00 | 1 | |||||
| 2026-02-03 | 13F | Climber Capital SA | 29,490 | -9.73 | 2,199 | -6.15 | ||||
| 2025-10-28 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 6,073 | 566 | ||||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 24,720 | 2,302 | ||||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2,827 | 81.57 | 263 | 85.21 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 167 | 16 | ||||||
| 2026-02-17 | 13F | EFG International AG | 95,326 | 8,876 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 46,469 | -26.30 | 4,327 | -24.76 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 17,894 | -5.89 | 1,666 | -3.92 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | 296,961 | 27,653 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 39,903 | -0.45 | 3,716 | 1.61 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 54,130 | 1.79 | 5,041 | 3.90 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 36,352 | 0.00 | 3,385 | 2.08 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 99,635 | 13.09 | 9,992 | 24.34 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 324,803 | 8.03 | 30,246 | 10.28 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 4,004 | -93.72 | 373 | -93.60 | ||||
| 2025-11-14 | 13F | Horizon Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4,803 | 0.50 | 470 | 5.86 | ||||
| 2026-04-02 | 13F | Marex Group plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 71,984 | 0.30 | 6,703 | 2.40 | ||||
| 2026-01-27 | 13F | BigSur Wealth Management LLC | 5,260 | 0.00 | 490 | 2.09 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 4,499 | -9.77 | 419 | -7.93 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 24,070 | 3.34 | 2,241 | 5.51 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 246 | 846.15 | 23 | 1,000.00 | ||||
| 2026-01-26 | 13F | River Street Advisors LLC | 3,198 | 0.00 | 298 | 2.06 | ||||
| 2026-02-11 | 13F | Prudential Plc | 506,681 | 1,482.93 | 47,182 | 1,516.38 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 145 | 0.00 | 0 | |||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 3,308 | -30.75 | 308 | -29.20 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1,220,358 | 2.05 | 113,640 | 4.18 | ||||
| 2026-02-17 | 13F | Zurich Insurance Group Ltd/FI | 148,390 | 51.74 | 13,864 | 52.52 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 41,688 | -3.73 | 3,882 | -1.72 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 30,884 | -1.74 | 3,023 | 5.41 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 23,019 | -8.05 | 2 | 0.00 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 242 | 0.00 | 23 | 0.00 | ||||
| 2026-01-16 | 13F | Banque Pictet & Cie Sa | 10,851 | 2.19 | 1,010 | 4.34 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 4,685 | -2.29 | 436 | -0.23 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 91,021 | -16.23 | 8 | -11.11 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 229 | -1.29 | 21 | 0.00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 5,458 | -5.44 | 508 | -3.42 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2,830 | -20.59 | 264 | -19.08 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 42 | 4 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 7,889 | 47.46 | 735 | 47.98 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 20,697 | -0.85 | 1,927 | 1.21 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 4,851 | 13.98 | 497 | 27.84 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 6,506 | 0.00 | 606 | 2.02 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 366 | 0.00 | 0 | |||||
| 2026-02-19 | 13F | First Growth Capital LLC | 12,909 | 1,349 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 957 | 89 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 3,368 | 0.00 | 314 | 1.95 | ||||
| 2026-02-06 | 13F | Banque Cantonale Vaudoise | 39,105 | -1.57 | 3,642 | 121,300.00 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 2,150 | 0.00 | 200 | 2.04 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 50 | 0.00 | 5 | 0.00 | ||||
| 2026-02-10 | 13F | Castlekeep Investment Advisors Llc | 4,704 | 0.00 | 438 | 2.10 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 23,300 | 9.75 | 2,170 | 12.04 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 27,000 | 224,900.00 | 3 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 220 | 20 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 44 | 0.00 | 4 | 0.00 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 5,087 | -2.34 | 474 | -0.42 | ||||
| 2026-01-15 | 13F | Vaughan Nelson Investment Management, L.p. | 4,455 | 0.00 | 415 | 1.97 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3,646 | 0.03 | 340 | 2.11 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 117,310 | 16.28 | 10,924 | 18.70 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 190,453 | -61.31 | 17,735 | -60.51 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 7,240 | 15.60 | 674 | 18.04 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1,194 | 0.00 | 111 | 2.78 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 7,788 | 0.00 | 725 | 2.11 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 6 | 0.00 | 1 | |||||
| 2026-02-17 | 13F | Millennium Management Llc | 2,520 | 235 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 30,968 | -3.20 | 2,884 | -1.20 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 276 | 0.00 | 26 | 0.00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 293,924 | 39.85 | 27,370 | 42.77 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 6,779 | 2.53 | 631 | 4.64 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 6,859 | 0.00 | 639 | 2.08 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 48,120 | 0.61 | 4,481 | 2.68 | ||||
| 2026-03-26 | 13F | Leonteq Securities AG | Put | 0 | -100.00 | 0 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 4,090 | 1.74 | 381 | 3.83 | ||||
| 2026-01-29 | 13F | UBS Group AG | 236,315 | -14.14 | 22,006 | -12.36 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7,821 | 0.00 | 728 | 25.95 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 8,985 | 7.42 | 837 | 9.57 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 6,656 | 620 | ||||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 306,947 | -6.95 | 28,583 | -5.01 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 348 | 0.00 | 32 | 3.23 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 6,693 | 0.00 | 623 | 2.13 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 16,135 | 108.79 | 1,502 | 113.21 | ||||
| 2026-01-26 | 13F | Yoffe Investment Management, LLC | 3,592 | 0.00 | 334 | 2.14 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 79,720 | 0.89 | 7,424 | 2.98 | ||||
| 2026-02-04 | 13F | swisspartners Advisors Ltd | 20,425 | 49.91 | 1,900 | 52.53 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 67,061 | -1.54 | 6,245 | 0.50 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 6,413 | 0.05 | 597 | 2.23 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 872 | 0.00 | 81 | 2.53 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 96,936 | 450.52 | 9,027 | 462.02 | ||||
| 2025-11-13 | 13F | Prudential Financial Inc | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Saranac Partners Ltd | 2,500 | 0.00 | 233 | 1.75 | ||||
| 2026-02-12 | 13F | Saudi Central Bank | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 28 | 3 | ||||||
| 2026-02-02 | 13F | Breakwater Investment Management | 4,761 | 0.00 | 443 | 2.07 | ||||
| 2026-02-12 | 13F | Groupe la Francaise | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 4,096 | 2.76 | 381 | 4.96 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 52,723 | 1.04 | 4,910 | 3.15 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 7,600 | -6.51 | 708 | -4.59 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 276 | 0.36 | 28 | 12.00 | ||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 4,800 | -4.99 | 447 | -3.04 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 2,811 | -7.35 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 46 | 0.00 | 4 | 0.00 | ||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | Call | 0 | -100.00 | 0 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1,735 | 23.93 | 162 | 26.77 | ||||
| 2026-01-27 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 34 | 3 | ||||||
| 2026-01-09 | 13F | Congress Asset Management Co /ma | 17,343 | -8.82 | 1,615 | -6.97 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 2,732 | 7.60 | 254 | 9.96 | ||||
| 2026-01-28 | 13F | Rothschild & Co Wealth Management UK Ltd | 57,486 | -16.77 | 5,353 | -15.03 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1,481 | -23.74 | 138 | -21.26 | ||||
| 2026-01-21 | 13F | Summa Corp. | 5,500 | 0.00 | 512 | 2.20 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 11,708 | 3.34 | 1,090 | 5.52 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 7,147 | 51.00 | 665 | 54.29 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 25,017 | -3.87 | 2,330 | -1.85 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 80 | 0.00 | 7 | 0.00 | ||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 16,984 | 21.75 | 1,575 | 26.43 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 8,852 | 0.84 | 824 | 3.00 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 16,360 | 0.00 | 1,523 | 2.08 | ||||
| 2026-02-10 | 13F | Fpc Investment Advisory, Inc. | 27,688 | -9.99 | 2,578 | -8.13 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 32,532 | -83.82 | 3,029 | 16,727.78 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 216 | 0.00 | 20 | 5.26 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 67,829 | 18.91 | 6,187 | 31.30 | ||||
| 2026-01-23 | 13F | E&G Advisors, LP | 2,606 | 243 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 5,830 | 41.71 | 543 | 44.53 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 120,283 | 2.93 | 11,201 | 5.08 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 43 | 4 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 45,671 | 7.34 | 4,253 | 9.56 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 3,736 | 1.25 | 348 | 3.27 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 11,828 | -2.71 | 1,101 | -0.72 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 72,507 | -0.62 | 6,752 | 1.46 | ||||
| 2026-02-13 | 13F | Pragma Gestao De Patrimonio Ltd | 665,400 | 10.17 | 61,962 | 12.46 | ||||
| 2026-01-20 | 13F | Analyst IMS Investment Management Services Ltd. | 1,095,684 | 1.65 | 102 | 4.08 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 18,276 | 1.56 | 1,702 | 3.59 | ||||
| 2026-02-13 | 13F | Barclays Plc | 5,894 | 86.99 | 549 | 121.86 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 44,166 | 865.38 | 4,113 | 886.09 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 6,500 | 1.56 | 605 | 3.77 | |||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 844,489 | 4.61 | 78,639 | 6.79 | ||||
| 2026-02-10 | 13F | Gruss & Co., LLC | 24,000 | 17.07 | 2,235 | 19.47 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 48,318 | 4,499 | ||||||
| 2026-02-17 | 13F | Moneda S.A. Administradora General de Fondos | 31,088 | 18.97 | 2,895 | 16.88 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 8,699 | 810 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2,500 | 233 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 10,854 | 2.04 | 1 | |||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 654,275 | -21.30 | 60,888 | -19.69 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 43 | 0.00 | 4 | 33.33 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 165,409 | -0.10 | 15,403 | 1.98 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2,924,751 | 1.52 | 272,353 | 3.64 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 27,734 | 2,583 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 47 | 135.00 | 4 | 300.00 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 42,200 | 3,930 | ||||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 4,957 | 496 | ||||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 260,708 | 1.33 | 24,277 | 3.45 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 55,020 | 59.19 | 5,123 | 62.53 | ||||
| 2025-10-07 | 13F | GFG Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-10-23 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 8,625 | 0.48 | 803 | 2.55 | ||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 22,065 | 1.41 | 2,055 | 3.53 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 4,214 | 0.00 | 392 | 2.08 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 199 | 1.53 | 19 | 5.88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 707,924 | -3.46 | 65,922 | -1.45 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 18 | 0.00 | 2 | 0.00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 314 | 29 | ||||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 6 | 0.00 | 1 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 5,979 | 2.68 | 557 | 4.71 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 20,218 | -16.50 | 1,883 | -14.69 |
Other Listings
| US:AAXJ | US$ 96,11 |
