Estatísticas Básicas
| Ações Institucionais (Longas) | 867,464,958 - 97.28% (ex 13D/G) - change of -4.76MM shares -0.55% MRQ |
| Valor Institucional (Longa) | $ 786,434,013 USD ($1000) |
Propriedade Institucional e Acionistas
Eli Lilly and Company (IT:1LLY) tem 4435 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 867,464,958 ações. Os maiores acionistas incluem Lilly Endowment Inc, Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, Pnc Financial Services Group, Inc., State Street Corp, Fmr Llc, Capital Research Global Investors, Vanguard Portfolio Management Llc, and Geode Capital Management, Llc .
Eli Lilly and Company (BIT:1LLY) 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 May 22, 2026 is 914.10 / share. Previously, on May 26, 2025, the share price was 641.50 / share. This represents an increase of 42.49% over that period.
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Ted Buchan & Co | 4,044 | 2.33 | 3,720 | -12.43 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1,790 | -7.87 | 1,646 | -20.52 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 657 | 1.70 | 604 | -12.97 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1,567 | 0.00 | 1 | 0.00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 540,417 | -0.45 | 497,059 | -14.80 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 4,151 | -13.41 | 3,818 | -25.91 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 835 | -17.08 | 768 | -29.02 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 1,082 | 0.00 | 995 | -14.37 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 198 | 213 | ||||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 1,160 | 6.32 | 1,067 | -9.04 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 19 | 17 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,487 | -67.15 | 1,368 | -71.89 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 787 | 293.50 | 724 | 237.85 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 437 | 9.52 | 0 | |||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 13,623 | -10.45 | 12,530 | -23.36 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 605 | -8.05 | 650 | 29.48 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 918 | -10.18 | 844 | -23.13 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 63,028 | 6.61 | 57,972 | -8.76 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4,745 | 391.71 | 4,364 | 320.83 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 13,703 | -3.65 | 12,604 | -17.54 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 11,643 | -0.91 | 10,709 | -15.20 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 289 | -78.40 | 286 | -80.34 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 1,137 | -4.37 | 1,046 | -18.17 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 418,036 | 6.60 | 384,497 | -8.77 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 3,859 | -9.01 | 4 | -25.00 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 28,073 | -0.16 | 25,821 | -14.55 | ||||
| 2026-04-20 | 13F | 25 Llc | 526 | 13.61 | 484 | -2.82 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 1,272 | 59.20 | 1,170 | 36.36 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 455 | 34.62 | 419 | 15.15 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1,049 | 1.16 | 965 | -13.38 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 1,909 | 3.41 | 1,756 | -11.50 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 38,452 | 6.90 | 35,367 | -8.51 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 1,212 | 8.02 | 1,115 | -7.55 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 533 | 1.72 | 498 | -11.55 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 495 | -15.82 | 456 | -28.01 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 988 | -7.06 | 909 | -20.40 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 1,472 | 0.00 | 1,354 | -14.42 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1,754 | -7.83 | 1,614 | -21.12 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 1,094 | 0.74 | 1,006 | -13.80 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 417 | -23.49 | 383 | -34.53 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2,123 | 14.20 | 1,952 | -2.25 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 27 | 25 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 256 | -67.05 | 235 | -71.86 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 1,703 | -23.08 | 1,566 | -34.17 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 40,400 | -0.49 | 37,159 | -14.84 | ||||
| 2026-05-07 | 13F | Lountzis Asset Management, Llc | 312 | 6.85 | 287 | -8.63 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 320 | -1.54 | 322 | -7.74 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50,669 | 0.21 | 46,604 | -14.23 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 382 | 351 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1,888 | -2.58 | 1,737 | -16.62 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 361 | 388 | ||||||
| 2026-04-09 | 13F | Overbrook Management Corp | 27,887 | -1.42 | 25,650 | -15.63 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 304 | 280 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 13,534 | 5.97 | 12,448 | -9.31 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 3,396 | 3,124 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 235 | 0.43 | 216 | -14.34 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 543 | 507 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 884 | -9.80 | 813 | -22.79 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5,672 | -0.77 | 5,217 | -15.07 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 894 | 0.00 | 823 | -14.46 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 1,900 | 0.00 | 1,748 | -14.40 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 4,783 | -1.22 | 4,399 | -15.45 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 434 | 1.40 | 399 | -13.67 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 118,160 | 12.64 | 104,764 | -7.42 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5,059 | 4.12 | 4,654 | -10.95 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 24,928 | 41.13 | 22,928 | 20.79 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 1,145 | -25.94 | 1,055 | -35.97 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 30,450 | 6.83 | 32,724 | 50.47 | ||||
| 2026-05-01 | 13F | Torray Llc | 398 | 0.00 | 366 | -14.29 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 7,830 | 522.42 | 7,202 | 433.01 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1,553 | -9.60 | 1,429 | -22.64 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 537 | -34.43 | 494 | -43.98 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 485 | 0.00 | 446 | -14.40 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 4,309 | 5.77 | 3,963 | -9.48 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 73,676 | 81.78 | 67,765 | 55.58 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1,107 | 1,018 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 268,388 | 0.41 | 246,855 | -10.95 | ||||
| 2026-02-10 | 13F | Norges Bank | 12,074,882 | 12,976,634 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 2,546 | 1.72 | 2,342 | -12.97 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1,034 | 38.42 | 951 | 18.45 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 44 | 12.82 | 47 | 62.07 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 18,122 | -8.03 | 16,668 | -21.28 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 9,310 | 1.66 | 8,563 | -12.99 | ||||
| 2026-05-14 | 13F | Bruce & Co., Inc. | 2,000 | 0.00 | 1,840 | -14.43 | ||||
| 2026-04-24 | 13F | Optas, LLC | 3,937 | 1.26 | 3,621 | -13.33 | ||||
| 2026-05-11 | 13F | Boston Partners | 980 | 9.38 | 971 | 0.73 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2,306 | 0.83 | 2,121 | -13.08 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6,930 | -25.35 | 6,374 | -36.11 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1,598 | -0.87 | 1,470 | -15.18 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 4,000 | 300.00 | 3,679 | 242.55 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 1,819 | -42.87 | 1,673 | -51.10 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 294 | -4.23 | 270 | -17.93 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 393 | 4.52 | 362 | -10.64 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 520 | 0.78 | 478 | -13.72 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 3,353 | 0.99 | 3,084 | -13.57 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 59,340 | 7.90 | 54,579 | -7.66 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 25,996 | 20.98 | 23,910 | 3.53 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 683 | 118.21 | 628 | 86.61 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 2,302 | 0.35 | 2,117 | -14.12 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 6,889 | 1.04 | 6,336 | -13.53 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 389 | 23.49 | 358 | 5.62 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 645 | -2.12 | 593 | -16.24 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 2,839 | -70.80 | 2,611 | -75.01 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 380 | 2.15 | 350 | -10.05 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 9,385 | -0.20 | 8,632 | -14.59 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 45,904 | -4.24 | 42,221 | -18.04 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 235 | -7.84 | 216 | -21.17 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 26,838 | 0.24 | 25 | -14.29 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | 500 | 460 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1,122 | 0.00 | 1,032 | -14.51 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2,068 | -0.62 | 1,903 | -14.94 | ||||
| 2026-05-04 | 13F | Jlb & Associates Inc | 12,739 | 18.24 | 11,717 | 1.19 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 3,629 | 0.86 | 3,338 | -13.68 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 3,300 | -95.38 | 3,035 | -96.04 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 124,672 | 166.63 | 114,670 | 128.20 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 8,954 | 2.64 | 8,251 | -11.00 | ||||
| 2026-02-17 | 13F | Schonfeld Strategic Advisors LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 17,892 | 0.53 | 16 | -15.79 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 959 | -38.49 | 882 | -47.40 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 1,363 | 9.04 | 1,254 | -6.70 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2,238 | 13.49 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 54,594 | -0.09 | 48,405 | -17.57 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 9,667 | 0.00 | 8,891 | -14.41 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 2,504 | -3.51 | 2,303 | -17.40 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2,590 | -0.23 | 2,382 | -14.59 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 290,181 | 38.36 | 266,900 | 18.41 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 148,700 | -28.78 | 136,770 | -39.05 | |||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 285 | -42.19 | 262 | -50.47 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 32,900 | -55.18 | 30,260 | -61.64 | |||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 6,414 | 0.96 | 6,893 | 42.19 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 614 | 11.03 | 564 | -4.89 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 579 | 5.66 | 533 | -9.52 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 1,222 | -7.07 | 1,124 | -20.52 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 343 | 0.59 | 315 | -13.93 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 372,209 | 0.99 | 342,347 | -13.88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 17,545 | -6.05 | 16,137 | -19.59 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 46 | 2.22 | 42 | -12.50 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 142,217 | 2.15 | 130,807 | -12.57 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 256 | 2.40 | 236 | -12.31 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2,661 | 2,448 | ||||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 2,653 | 0.08 | 2,440 | -14.33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 48,964 | 80.95 | 45,036 | 54.87 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4,800 | 75.18 | 4,415 | 49.93 | ||||
| 2026-04-29 | 13F | Invested Advisors | 891 | -7.67 | 820 | -21.02 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1,517 | 0.00 | 1,395 | -14.42 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 822 | -8.05 | 756 | -21.25 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 43,133 | 12.01 | 39,672 | -4.13 | ||||
| 2026-05-13 | 13F | Magnetar Financial LLC | 986 | 874 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 29,300 | -64.40 | 26,949 | -69.53 | |||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1,262 | 3.19 | 1,161 | -11.72 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 65,139 | 2.39 | 59,913 | -12.37 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 295,365 | -12.96 | 271,668 | -25.51 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 21,162 | -0.35 | 19,464 | -14.71 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1,448 | -35.82 | 1,332 | -45.09 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 325 | 0.00 | 299 | -14.61 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 494 | -11.94 | 454 | -24.58 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 624 | 3.14 | 574 | -11.85 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 36,913 | -1.30 | 34,130 | -15.31 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | 3,400 | 3,127 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 1,718 | -1.60 | 1,580 | -15.78 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 272,048 | 216.94 | 250,222 | 171.26 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 25,100 | -1.18 | 23,086 | -15.42 | |||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 25,200 | 36.22 | 23,178 | 16.58 | |||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,507,369 | -7.49 | 1,386,433 | -20.83 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 36 | 0.00 | 33 | -13.16 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 14,026 | 323.62 | 12,901 | 262.56 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 1,622 | 119.49 | 1,492 | 87.78 | ||||
| 2026-02-14 | 13F | Militia Capital Partners, LP | 1,540 | -40.77 | 1,655 | -16.54 | ||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 109,969 | 12.02 | 101,155 | -4.12 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 316 | -7.06 | 291 | -20.55 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 392 | 53.12 | 361 | 30.91 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 20,191,864 | 1.93 | 18,507,233 | -12.80 | ||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 4,271 | -1.93 | 3,928 | -16.07 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 1,884 | -1.62 | 1,733 | -15.84 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5,616 | 33.65 | 5,165 | 14.40 | ||||
| 2026-05-08 | 13F/A | Notis-McConarty Edward | 4,062 | 17.26 | 3,736 | 0.38 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 2,131 | -11.36 | 1,960 | -24.15 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 3,026 | 84.96 | 2,783 | 58.30 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 283,474 | 2.67 | 260,731 | -12.13 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7,674 | 5.95 | 7,058 | -9.32 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17,158 | 142.82 | 14,605 | 91.89 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 1,505 | 0.27 | 1,384 | -14.20 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 391 | -5.56 | 360 | -19.14 | ||||
| 2026-04-30 | 13F | Summa Corp. | 372 | 0.00 | 342 | -14.29 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 5,542 | -3.70 | 5,097 | -17.58 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 56 | 0.00 | 52 | -15.00 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 5,815 | -1.26 | 5 | -16.67 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 313 | 288 | ||||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 311 | -38.54 | 286 | -31.41 | ||||
| 2026-05-13 | 13F | Capital International Ltd /ca/ | 70,183 | -4.17 | 64,552 | -17.98 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 388 | 3.19 | 357 | -11.88 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3,198 | -3.88 | 2,941 | -17.73 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 909 | 2.60 | 836 | -12.18 | ||||
| 2026-05-12 | 13F | ESG Planning | 789 | 306.70 | 726 | 248.56 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1,612 | 0.00 | 1,483 | -14.43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Kennedy Investment Group | 2,628 | -1.61 | 2,417 | -15.78 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4,871 | -1.22 | 4,480 | -15.46 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 28,020 | 8.04 | 25,772 | -7.53 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 393 | -4.61 | 362 | -18.51 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1,135 | 0.00 | 1,044 | -14.78 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 450 | -1.53 | 414 | -15.89 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 465 | 97.87 | 444 | 75.79 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 1,457 | 15.82 | 1,340 | -0.89 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1,574 | -12.02 | 1,448 | -24.71 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 359 | 20.47 | 330 | 3.13 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 29,088 | 121.39 | 27 | 85.71 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3,750 | 3,449 | ||||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 15,208 | -4.24 | 13,988 | -18.05 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 381 | 24.51 | 350 | 6.71 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 354 | 0.00 | 326 | -14.47 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 190,672 | -3.81 | 175 | -17.84 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | Call | 5,500 | 0.00 | 1 | -100.00 | |||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 103,850 | 0.17 | 95,518 | -14.27 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 3,667 | 0.03 | 3,374 | -14.37 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 1,528 | 2.69 | 1,405 | -14.69 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 648 | -29.79 | 596 | -39.92 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2,984,392 | 3.36 | 2,742,463 | -11.44 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 3,396 | -8.81 | 3,123 | -21.94 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 22,062 | -6.60 | 20,292 | -20.06 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 464 | -40.36 | 427 | -49.04 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 473 | 14.53 | 435 | -1.81 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 10,858 | -0.34 | 9,987 | -14.71 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 18,572 | -12.31 | 17,082 | -24.95 | ||||
| 2026-05-08 | 13F | Searle & Co. | 3,000 | -14.29 | 2,760 | -26.64 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 481 | -0.62 | 442 | -14.84 | ||||
| 2026-05-04 | 13F | Crystal Rock Capital Management | 3,865 | -3.98 | 3,555 | -17.83 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 3,139 | 30.47 | 2,887 | 11.68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 60,441 | 2.65 | 55,592 | -12.15 | ||||
| 2026-05-07 | 13F | Prescott Group Capital Management, L.l.c. | 2,086 | 0.00 | 1,919 | -14.41 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 1,190 | -0.42 | 1,279 | 46.06 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 678 | 0.00 | 624 | -14.42 | ||||
| 2026-01-13 | 13F | Trinity Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1,234 | 56.01 | 1,135 | 33.41 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 3,965 | -3.43 | 3,647 | -17.36 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 4,131 | -0.02 | 3,830 | -14.07 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 5,936 | -0.65 | 5,459 | -14.97 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 3,807 | -0.29 | 3,502 | -14.67 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4,986 | 4,586 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 30,939 | 6.30 | 28,457 | -9.02 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 2,602 | -2.98 | 2,393 | -16.97 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6 | 6 | ||||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 2,234 | 24.18 | 2,055 | 6.26 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 95,204 | 21.18 | 102,314 | 70.68 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 327 | 2.51 | 301 | -12.28 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 4,085 | 13.19 | 4,390 | 59.43 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 575 | 2.86 | 529 | -12.00 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 386 | 0.00 | 355 | -14.25 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 4,838 | 0.00 | 4,450 | -14.43 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1,515 | 0.00 | 1,394 | -14.43 | ||||
| 2026-05-12 | 13F | Bristol Gate Capital Partners Inc. | 75,612 | -6.16 | 69,547 | -19.69 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1,465 | 0.96 | 1,347 | -13.60 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 927 | -2.83 | 853 | -16.80 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Fca Corp /tx | 360 | -4.00 | 331 | -17.87 | ||||
| 2026-02-17 | 13F | Scientech Research LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 2,276 | -10.00 | 2 | 0.00 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 605 | -0.17 | 556 | -14.59 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 508 | 468 | -7.16 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 78,101 | -8.28 | 71,835 | -21.50 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 833 | -0.48 | 766 | -14.91 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 356 | 327 | ||||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 150,533 | 9.35 | 138,456 | 94,087.07 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 29,959 | -4.81 | 27,555 | -18.53 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 11,939 | 21.84 | 10,981 | 4.28 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 322 | 0.00 | 296 | -14.45 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 78 | 0.00 | 72 | -15.48 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 2,014 | 255.83 | 1,852 | 204.61 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 1,968 | 3.47 | 1,810 | -11.45 | ||||
| 2026-05-14 | 13F | Polen Capital Management Llc | 914,557 | -26.61 | 841,182 | -37.19 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1,006 | 926 | ||||||
| 2026-05-07 | 13F | Tacita Capital Inc | 9 | 0.00 | 8 | -11.11 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 135 | 285.71 | 124 | 235.14 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 750 | 0.00 | 690 | -14.52 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 8,479 | 0.43 | 7,799 | -14.05 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6,224 | 0.00 | 5,725 | -13.08 | ||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 8,699 | -23.85 | 8,001 | -34.82 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 445 | 0.00 | 409 | -14.44 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2,128 | -0.37 | 1,957 | -14.76 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 775 | 15.16 | 713 | -1.38 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 231 | 212 | ||||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 3,400 | -0.29 | 3,127 | -14.66 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 131,645 | -3.51 | 121,082 | -17.42 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 489 | 0.00 | 450 | -14.48 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 322 | -30.30 | 296 | -39.84 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2,510 | 8.47 | 2,309 | -7.16 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 447 | 99.55 | 411 | 70.54 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 19,293 | 24.06 | 17,745 | 6.18 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 11,861 | 4.71 | 10,909 | -10.38 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 12,710 | 26.04 | 11,690 | 7.87 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 25,356 | -0.07 | 23,322 | -14.47 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 641 | 0.31 | 590 | -14.14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 8,949 | 19.34 | 8,231 | 2.13 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 362 | -74.83 | 316 | -79.55 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 299 | 22.54 | 275 | 4.96 | ||||
| 2026-05-07 | 13F | EULAV Asset Management | 9,510 | 0.00 | 8,747 | -14.41 | ||||
| 2026-02-17 | 13F | Mangrove Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 4,100 | 29.79 | 3,771 | 11.08 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 66,598 | 4.32 | 61,255 | -10.72 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 891 | -8.14 | 820 | -21.40 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 8,200 | -2.08 | 7,542 | -16.19 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 644,004 | 14.52 | 692,089 | 61.30 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 385 | -36.68 | 354 | -45.79 | ||||
| 2026-05-15 | 13F | Burkehill Global Management, LP | 145,000 | 133,367 | ||||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 22 | 0.00 | 20 | -13.04 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 714 | -3.12 | 657 | -17.17 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 130,252 | -1.60 | 119,802 | -15.78 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 56,684 | 0.18 | 52,137 | -14.26 | ||||
| 2026-05-04 | 13F | Nicholas Company, Inc. | 69,981 | -9.50 | 64,366 | -22.55 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 3,400 | -73.85 | 3,127 | -77.62 | |||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 1,775,707 | -4.33 | 1,633,242 | -18.12 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 1,200 | -96.14 | 1,104 | -96.70 | |||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 1,864 | -4.65 | 1,715 | -18.42 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 60 | -26.83 | 55 | -37.50 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 6,369 | 1.05 | 5,858 | -13.51 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 492 | -7.52 | 453 | -20.84 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3,275 | -45.58 | 3,012 | -53.43 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3,921 | 9.22 | 3,607 | -6.51 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 8,163 | 2.32 | 7,508 | -12.43 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 1,821 | -25.82 | 1,675 | -36.54 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 2,364 | -2.23 | 2,174 | -16.32 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 17,302 | -5.97 | 15,914 | -19.52 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 63,991 | -4.96 | 58,879 | -18.67 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 2,000 | -3.38 | 1,840 | -17.31 | ||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 363 | -0.27 | 334 | -11.44 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 2,430 | 8.97 | 2,235 | -6.72 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 144,813 | -1.13 | 133,199 | -15.38 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 1,448 | 0.91 | 1,342 | -12.06 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 31,292 | -15.31 | 28,782 | -27.52 | ||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 1,170 | 0.00 | 1,076 | -14.40 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 23,804 | 5.35 | 21,894 | -9.84 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 3,372 | 40.09 | 3,101 | 19.91 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2,681 | 25.22 | 2,466 | 7.13 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 45 | 9.76 | 40 | -11.36 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 8,516 | 6.08 | 7,833 | -9.22 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 282 | 7.22 | 259 | -8.16 | ||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 463,041 | 0.74 | 425,892 | -14.19 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 915 | 19.76 | 842 | 2.56 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 2,560 | -0.47 | 2,354 | -14.83 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1,901 | 2.04 | 1,750 | -12.63 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 786 | 0.13 | 845 | 41.14 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1,040 | 54.99 | 1,027 | 42.30 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 659 | -23.10 | 606 | -34.20 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3,260 | -3.09 | 2,998 | -17.07 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 14,117 | 0.04 | 12,985 | -14.38 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 345 | 65.87 | 317 | 42.15 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 1,184 | -2.55 | 1,089 | -16.55 | ||||
| 2026-05-13 | 13F | State of Wyoming | 1,411 | 0.86 | 1,298 | -13.71 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3,464 | -6.15 | 3,186 | -19.67 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 246 | 0.00 | 226 | -14.39 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 258 | 6.61 | 237 | -8.85 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 882 | 4.01 | 811 | -11.09 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 47,905 | -17.15 | 44,062 | -29.15 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 9,262 | -1.64 | 8,965 | -8.81 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2,590 | 4.77 | 2,382 | -10.32 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 4,063 | -0.20 | 3,737 | -14.58 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 7,471 | 16.68 | 6,872 | -0.15 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1,869 | -5.27 | 1,719 | -18.92 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 1,521 | 0.13 | 1,399 | -14.34 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1,567 | -46.43 | 1,441 | -54.15 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 378 | -5.26 | 347 | -14.74 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 405 | 4.38 | 373 | -10.58 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2,121 | 2.32 | 1,951 | -12.43 | ||||
| 2026-05-13 | 13F | APG Asset Management N.V. | 1,161,712 | 32.69 | 927,363 | 15.75 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 31,643 | 21.81 | 29,105 | 4.26 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 325 | 0.00 | 299 | -14.61 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 274,628 | -0.17 | 252,595 | -14.56 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | Put | 0 | -100.00 | 0 | ||||
| 2026-05-13 | 13F | Concord Investment Counsel Inc. | 5,589 | -0.97 | 5,141 | -15.25 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 4,193 | 17.35 | 3,873 | 0.89 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 145 | 0.69 | 133 | -13.64 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 3,991 | 3,613 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 4,659 | 0.04 | 4,285 | -14.37 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 202,206 | 21.97 | 185,946 | 4.36 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | Call | 1,600 | 1,471 | |||||
| 2026-05-12 | 13F | Employees Provident Fund Board | 524,361 | 65.37 | 482,292 | 41.53 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | Put | 200 | 184 | |||||
| 2026-04-09 | 13F | Herbst Group, Llc | 3,993 | 107.43 | 3,673 | 77.56 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 303 | 28.94 | 279 | 10.32 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 51,279 | 108.11 | 47,165 | 78.11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4,711 | 24.40 | 4,334 | 6.46 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 1,653 | 0.18 | 1,520 | -14.27 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 20,441 | 0.35 | 18,801 | -14.12 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 3,183 | -2.15 | 2,928 | -16.28 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 2,458 | 13.17 | 2,261 | -3.17 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 1,019 | 21.60 | 1,035 | 14.76 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 232 | -17.73 | 213 | -29.70 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 734 | 187.84 | 675 | 147.25 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 256 | 0.39 | 235 | -14.23 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3,765 | 0.91 | 3,463 | -13.62 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 702 | 8.50 | 646 | -7.19 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 751 | -3.84 | 690 | -17.76 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 3,416 | -1.73 | 3,142 | -15.88 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 31,900 | -30.50 | 29,341 | -40.52 | |||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 72,700 | 42.83 | 66,867 | 22.24 | |||
| 2026-05-14 | 13F | Lord, Abbett & Co. Llc | 421,643 | 64.86 | 388 | 41.24 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 224 | 0.00 | 206 | -14.58 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 609 | 3.75 | 560 | -11.11 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 504,764 | 18.12 | 464,267 | 1.09 | ||||
| 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 | 581 | 1.04 | 534 | -13.45 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 5,317 | -11.06 | 4,890 | -23.88 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 764 | 83.65 | 703 | 57.05 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11,707 | 4.54 | 10,768 | -10.53 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 55,566 | -0.09 | 51,108 | -14.49 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 491 | -0.20 | 452 | -14.58 | ||||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 49,212 | 3.29 | 45,265 | -11.60 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 2,786 | -1.42 | 2,562 | -15.61 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5,135 | -7.04 | 4,723 | -20.43 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 28,752 | 1.92 | 26,446 | -12.77 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17,014 | 21.48 | 15,649 | 3.97 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 10,462 | -0.80 | 9,623 | -15.10 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 337 | -5.60 | 310 | -19.32 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 733 | -76.63 | 675 | -80.01 | ||||
| 2026-05-12 | 13F | Titan Investment Solutions Ltd | 41,651 | -5.62 | 38,309 | -19.22 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 3,079 | 0.00 | 2,832 | -14.42 | ||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 656,585 | -11.25 | 603,907 | -24.04 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 224 | 206 | ||||||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 650 | 0.00 | 598 | -14.47 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 307 | 0 | ||||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 15,230 | -7.27 | 14,008 | -20.64 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 605 | 27.10 | 556 | 8.81 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 1,714 | 1.24 | 1,577 | -13.36 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 275 | 14.58 | 253 | -1.95 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 1,237 | 0.57 | 1,138 | -13.93 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 534,020 | 105.83 | 491 | 76.62 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 269 | 0.00 | 247 | -14.53 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 1,523 | -3.49 | 1,401 | -17.40 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 728 | -2.80 | 670 | -15.83 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 150 | 0.00 | 138 | -14.91 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1,405 | 0.00 | 1,292 | -14.38 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 420 | -13.76 | 386 | -26.20 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 1,351 | -1.10 | 1,243 | -15.40 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 799 | -6.98 | 735 | -21.14 | ||||
| 2026-05-15 | 13F | Family Management Corp | 904 | 16.95 | 831 | 0.12 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 70,505 | -2.23 | 64,848 | -16.32 | ||||
| 2026-05-13 | 13F | Gordian Capital Singapore Pte Ltd | 10 | -66.67 | 9 | -71.87 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 2 | 2 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1,374 | -0.58 | 1,264 | -14.95 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | 966 | 0.00 | 888 | -14.45 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 4,357 | -1.89 | 4,007 | -16.03 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 306 | 329 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7,270 | 7.85 | 6,687 | -7.70 | ||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 29,051 | -9.26 | 26,720 | -22.34 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 40,447 | 0.86 | 37,202 | -13.68 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 20,276 | 0.00 | 18,649 | -14.41 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 3,314 | 34.99 | 3,561 | 90.12 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Sepio Capital, LP | 781 | -7.57 | 718 | -20.93 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 3,076 | 0.00 | 2,829 | -14.40 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 1,112 | -3.64 | 1,023 | -17.50 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 3,065 | -2.30 | 2,828 | -16.11 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 900 | 9.76 | 797 | -3.75 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 865 | 796 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 3,365 | -7.68 | 3,095 | -20.99 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 129,619 | -4.80 | 119,220 | -18.52 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 97 | 89 | ||||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 538 | 15.45 | 495 | -1.20 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 311 | 48.10 | 286 | 26.67 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 746 | -0.13 | 712 | -11.33 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 479 | 6.21 | 441 | -9.09 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 856 | -1.72 | 787 | -15.92 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 2,725 | 12.05 | 2,506 | -4.13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 13,214 | 54.57 | 12,154 | 32.30 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1,483 | -0.34 | 1,364 | -14.70 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 1,790 | 0.00 | 1,646 | -14.40 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11,564 | -4.68 | 12,428 | 34.24 | ||||
| 2026-05-11 | 13F | 111 Capital | 2,786 | 37.24 | 2,562 | 17.47 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 21,894 | 25.66 | 20,137 | 7.15 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 3,722 | 10.77 | 3,424 | -5.21 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 293 | 269 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 34,377 | 5.72 | 31,619 | -9.52 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 412 | -3.06 | 379 | -17.11 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 880 | 0.00 | 809 | -14.39 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 783 | 13.64 | 720 | -2.70 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 318 | 0.00 | 292 | -14.37 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6,340,865 | 6.67 | 5,832,137 | -8.71 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 250,800 | -57.30 | 230,678 | -63.45 | |||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 386,800 | -32.35 | 355,767 | -42.10 | |||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 19,468 | -2.01 | 17,906 | -16.53 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 2,653 | -13.50 | 2,440 | -25.95 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 711 | 45.10 | 654 | 24.14 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1,589 | -1.49 | 1,462 | -15.70 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 828 | -7.90 | 762 | -21.22 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1,867 | -0.32 | 1,717 | -14.66 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 738 | 290.48 | 1 | |||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 13,783 | 0.00 | 12,677 | -14.41 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 4,511 | 4.81 | 4,149 | -10.29 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 521 | -2.07 | 479 | -16.11 | ||||
| 2026-04-10 | 13F | Syquant Capital Sas | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 285,246 | 4.99 | 262 | -9.97 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2,092 | 0.67 | 1,924 | -13.84 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2,610 | 4.11 | 2,401 | -10.91 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 23,685 | 10.13 | 21,785 | -5.75 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 2,856 | 9.13 | 2,627 | -6.58 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2,235 | -2.40 | 2,060 | -16.33 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 14,939 | -18.29 | 13,740 | -30.07 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 929 | 3.68 | 855 | -11.32 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 14,476 | 8.32 | 13,315 | -7.28 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 13,992,224 | -6.16 | 12,870 | -19.69 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2,534 | -9.44 | 2,331 | -22.49 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 7,281 | 0.14 | 6,697 | -14.29 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 516 | -13.13 | 0 | |||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 3,955 | 1.54 | 3,638 | -13.09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 60,181 | 21.81 | 55,353 | 4.25 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 785 | 1.03 | 722 | -13.53 | ||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 5,247 | 0.00 | 4,811 | -14.69 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 12,745 | 5.31 | 11,723 | -9.87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 6,681 | -9.69 | 6,145 | -22.70 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 690 | 0.00 | 635 | -14.44 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 3,293 | -0.81 | 3,029 | -15.11 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1,814 | 0.78 | 1,668 | -13.75 | ||||
| 2026-05-15 | 13F | Amundi | 5,055,025 | 9.88 | 4,649,464 | -5.96 | ||||
| 2026-04-07 | 13F | Eastern Bank | 125,505 | -3.27 | 115,435 | -17.21 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 794 | 730 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 9,106 | 111.96 | 8,386 | 81.65 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 451 | -0.88 | 415 | -15.16 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1,526 | 10.34 | 1,404 | -5.59 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 11,251 | -0.92 | 10,348 | -15.21 | ||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7,306 | -0.40 | 6,719 | -14.77 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 683 | 0.00 | 628 | -14.44 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 360 | 0.00 | 331 | -14.25 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 2,586 | -41.74 | 2,379 | -50.15 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 112 | 13.13 | 103 | -2.83 | ||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 7,011 | -0.23 | 6,449 | -14.62 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 34,051 | -0.92 | 31,319 | -15.20 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 600 | 11.11 | 1 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5,403 | 0.78 | 4,969 | -13.75 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 1,274 | 1,172 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 277 | 68.90 | 255 | 44.32 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 5,875 | 105.92 | 5,404 | 76.22 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 275,920 | -11.39 | 253,783 | -24.16 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | Put | 74,000 | -10.30 | 68,063 | -23.23 | |||
| 2026-04-17 | 13F | Amarillo National Bank | 1,676 | 34.73 | 1,542 | 15.34 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 373 | 0.81 | 343 | -13.85 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 14,676 | -1.28 | 13,498 | -15.52 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 15,229 | -2.71 | 14,008 | -16.73 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 501 | 0.00 | 461 | -14.50 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 2,041 | 0.00 | 1,877 | -14.41 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 21,484 | 2.63 | 19,760 | -12.17 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 263 | -4.36 | 242 | -18.31 | ||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5,335 | 2,025.50 | 5 | |||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4,577 | -1.91 | 4,209 | -16.06 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 1,152 | -4.95 | 1,060 | -18.66 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 1,009 | 22.15 | 928 | 4.62 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 84,926 | 177.16 | 78,112 | 137.21 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | Call | 100 | 92 | |||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 1,441 | 0.63 | 1,549 | 41.76 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 557 | 14.14 | 532 | 1.53 | ||||
| 2026-04-14 | 13F | Altrafin AG | 6,354 | 5,844 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 180 | 0.00 | 166 | -14.51 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 668 | -0.30 | 614 | -14.72 | ||||
| 2026-05-14 | 13F | First Washington CORP | 8,602 | -0.29 | 7,912 | -14.67 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3,775 | -5.72 | 3,472 | -19.29 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 25,699 | 23,637 | ||||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 32,400 | 50.70 | 30 | 26.09 | |||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 217 | -6.47 | 200 | -19.68 | ||||
| 2026-04-15 | 13F | Steadtrust LLC | 1,197 | 0.00 | 1,101 | -14.46 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 3,089 | -0.39 | 2,841 | -14.74 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 84,534 | 3.51 | 77,752 | -11.41 | ||||
| 2026-05-18 | 13F | Tri Locum Partners LP | 61,795 | -2.35 | 56,837 | -16.43 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 10 | 0 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5,744 | -4.58 | 5,283 | -18.33 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 2,007 | 136.67 | 1,846 | 102.52 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 28,000 | -35.03 | 26 | -45.65 | |||
| 2026-05-08 | 13F | Intech Investment Management Llc | 161,201 | 62.82 | 148,268 | 39.35 | ||||
| 2026-05-12 | 13F | Tobam | 6,690 | 15.58 | 6 | 0.00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | Put | 14 | -99.44 | 160 | 2,550.00 | |||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1,077 | -63.44 | 991 | -68.73 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,357,610 | -0.91 | 1,248,696 | -15.20 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 353 | 7.29 | 325 | -8.22 | ||||
| 2026-05-11 | 13F | Saturna Capital CORP | 555,104 | -1.11 | 510,568 | -15.37 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 5,718 | 2.62 | 5,260 | -12.17 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 3,070 | 734.24 | 2,824 | 614.68 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 343 | -2.83 | 315 | -16.89 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3,901 | 8.91 | 3,588 | -6.78 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 721 | 1.98 | 663 | -12.65 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 555 | 0.00 | 510 | -14.43 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 27,402 | 76.30 | 29,448 | 148.31 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 11,028 | 11.21 | 10,143 | -4.82 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 1,862 | 0.70 | 1,713 | -13.84 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 1,732,649 | -2.48 | 1,593,614 | -16.54 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 132 | 0.76 | 122 | -14.18 | ||||
| 2026-04-22 | 13F | Bender Robert & Associates | 17,554 | -2.15 | 16,145 | -16.26 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 28 | 0.00 | 26 | -16.67 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 225 | 2.74 | 207 | -12.34 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 115,863 | -54.59 | 106,567 | -61.13 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 133,812 | 18.92 | 122,356 | 1.44 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 9,795 | 10.01 | 9 | 0.00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 928 | -2.01 | 853 | -16.13 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1,525 | 0.07 | 1,403 | -14.41 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 152 | 0.00 | 0 | |||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 20,667 | 3.51 | 19,009 | -11.41 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 8,785 | -2.67 | 8,080 | -16.70 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 252 | 12.00 | 232 | -4.15 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 399,693 | -18.21 | 367,626 | -30.33 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1,452 | -1.56 | 1,336 | -15.77 | ||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 209 | -29.39 | 192 | -39.62 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 5,610 | -0.76 | 5,160 | -15.08 | ||||
| 2026-05-12 | 13F | Meiji Yasuda America Inc | 11,072 | 2.82 | 10,184 | -12.00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 580 | 533 | ||||||
| 2026-05-15 | 13F | Headinvest, Llc | 1,560 | 4.91 | 1,435 | -10.26 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 383 | -5.67 | 352 | -19.27 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 4,937 | 148.22 | 4,541 | 112.49 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 123,393 | 0.53 | 113,493 | -13.96 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1,494 | 7.56 | 1,376 | -7.59 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 223 | -41.16 | 205 | -49.63 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 5,223 | 0.29 | 4,804 | -14.17 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 7,411 | 6,816 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 479 | 4.36 | 441 | -10.57 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 3,888 | 0.70 | 3,576 | -13.83 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 251,586 | -23.89 | 231,401 | -34.86 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4,838,986 | 5.05 | 4,450,755 | -10.09 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 445 | 8.80 | 409 | -6.83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 3,545 | 0.25 | 3,261 | -14.21 | ||||
| 2026-04-22 | 13F | James Hambro & Partners | 446 | 47.68 | 410 | 26.54 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 21,180 | 19,481 | ||||||
| 2026-02-13 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Put | 8,000 | 300.00 | 7,358 | 242.39 | |||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 54,134 | -11.13 | 49,791 | -23.94 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Call | 46,200 | 42,493 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 5,801 | -30.44 | 5,336 | -40.46 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 4,336 | 0.09 | 4,660 | 41.00 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 5,203 | -0.08 | 4,786 | -14.47 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 2,374 | 0.00 | 2,184 | -14.43 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 23,558 | 24.24 | 21,668 | 6.33 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1,290 | -2.79 | 1,187 | -16.83 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 2,800 | 4.09 | 2,575 | -10.90 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 148,096 | -16.15 | 137,294 | -26.95 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 499 | -28.20 | 459 | -38.61 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 3,664 | -4.73 | 3,370 | -18.46 | ||||
| 2026-05-15 | 13F | Axa S.a. | 1,780 | -34.68 | 1,637 | -44.09 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1,281 | -0.39 | 1,178 | -14.76 | ||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 22,518 | -0.20 | 20,711 | -14.58 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 48,212 | -3.39 | 44,344 | -17.32 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 4,366 | 3.34 | 4,016 | -11.56 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 32,943 | -3.59 | 30,300 | -17.49 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 840 | 2.19 | 772 | -12.57 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 232 | 0.00 | 213 | -14.46 | ||||
| 2026-05-11 | 13F | Davy Global Fund Management Ltd | 910 | 357.29 | 837 | 292.49 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33,151 | 22.58 | 30,492 | 4.91 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Eventide Asset Management, Llc | 5,121 | 9.05 | 4,624 | -8.56 | ||||
| 2026-05-14 | 13F | Aviva Plc | 712,581 | 2.63 | 655,411 | -12.16 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 88,051 | -10.19 | 81 | -23.81 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 150,500 | -53.38 | 138,425 | -60.10 | |||
| 2026-05-14 | 13F | Peak6 Llc | Put | 65,900 | -66.63 | 60,613 | -71.44 | |||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 485 | 0.00 | 446 | -14.40 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 2 | -33.33 | 2 | -33.33 | ||||
| 2026-02-13 | 13F | Keystone Investors Pte Ltd | 9,560 | 83.85 | 10,274 | 158.96 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 1,447,173 | 3.35 | 1,331,054 | -11.63 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2,796 | -0.64 | 2,572 | -14.98 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 937 | 10.89 | 862 | -5.18 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 846 | 23.68 | 778 | 5.85 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 486 | -24.30 | 447 | -35.12 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 159 | 0.00 | 146 | -14.12 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,619,489 | 4,248,867 | ||||||
| 2026-04-29 | 13F | Bank Of Stockton | 525 | 9.38 | 483 | -6.41 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 1,008 | -2.42 | 927 | -16.49 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 100,075 | 59.33 | 91,713 | 35.64 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 1,070,612 | 119,923.77 | 1,071 | 11.69 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15,510 | 21.07 | 14,266 | 3.62 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 925 | 0.00 | 851 | -13.53 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 13,491 | -0.12 | 12,409 | -14.52 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 42,462 | -1.53 | 39,055 | -15.72 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 287 | -0.35 | 264 | -14.89 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 117,395 | 0.70 | 107,976 | -13.82 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 567 | 0.00 | 1 | |||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 1,808 | 0.39 | 1,663 | -14.11 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 7,908 | 44.73 | 7,273 | 23.86 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 977 | -3.08 | 898 | -17.08 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 6,584 | -10.43 | 6 | -14.29 | ||||
| 2026-05-05 | 13F | Jackson Creek Investment Advisors LLC | 536 | -0.19 | 0 | |||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 3,000 | 1.69 | 2,759 | -12.97 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 148,110 | 1.26 | 136,227 | -13.34 | ||||
| 2026-04-01 | 13F | Pensionfund Sabic | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 1,306 | 0.08 | 1,201 | -14.34 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 233 | 0.00 | 214 | -14.40 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 2,988 | -0.40 | 2,748 | -14.76 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18,699 | -6.90 | 17,199 | -20.32 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 18,320 | -0.43 | 16,850 | -14.76 | ||||
| 2026-05-14 | 13F | Dodge & Cox | 42,012 | -1.13 | 38,641 | -15.38 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3,666 | 15.65 | 3,372 | -1.00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 193 | 0.00 | 178 | -14.49 | ||||
| 2026-02-13 | 13F | Jackson Square Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 1,123 | -24.48 | 1,033 | -35.42 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 407 | -88.12 | 374 | -89.84 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 6,248 | 149.92 | 5,747 | 113.92 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 188,371 | -0.76 | 173,258 | -15.07 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 549 | 0.00 | 505 | -14.43 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 9,437 | 110.55 | 8,680 | 87.49 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 10,787 | 209.53 | 10 | -64.00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,259 | -0.70 | 3,917 | -15.01 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 7,956 | 22.55 | 7,318 | 365,750.00 | ||||
| 2026-05-15 | 13F | Karani Asset Management LLC | 1,030 | -9.17 | 947 | -22.25 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 322 | 296 | ||||||
| 2026-05-05 | 13F | Gerald Baker Financial Group LLC | 8,934 | 6,897 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 1,734 | -0.63 | 1,595 | -14.52 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 273,072 | -0.38 | 251,163 | -14.74 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 10,101 | -0.88 | 9,291 | -15.18 | ||||
| 2026-05-15 | 13F | Sienna Gestion | 23,727 | 16.95 | 21,192 | -2.78 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 9,052 | 0.00 | 8,326 | -14.42 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 29,431 | -5.65 | 27,070 | -19.25 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 3,663 | -11.95 | 3,369 | -24.65 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 1,265 | -29.96 | 1,164 | -40.05 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 165 | 57.14 | 152 | 34.82 |
