Estatísticas Básicas
| Proprietários Institucionais | 1053 total, 1038 long only, 2 short only, 13 long/short - change of -4.35% MRQ |
| Alocação Média no Portfólio | 0.2588 % - change of -16.87% MRQ |
| Ações Institucionais (Longas) | 375,097,026 (ex 13D/G) - change of -0.31MM shares -9.10% MRQ |
| Valor Institucional (Longa) | $ 18,918,745 USD ($1000) |
Propriedade Institucional e Acionistas
GSK plc - Depositary Receipt (Common Stock) (MX:GSK N) tem 1053 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 375,097,026 ações. Os maiores acionistas incluem Fmr Llc, Dodge & Cox, Fisher Asset Management, LLC, Primecap Management Co/ca/, Acadian Asset Management Llc, Wellington Management Group Llp, Morgan Stanley, Goldman Sachs Group Inc, JTC Employer Solutions Trusteee Ltd, and Royal Bank Of Canada .
GSK plc - Depositary Receipt (Common Stock) (BMV:GSK N) 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
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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8,530 | 0.00 | 471 | 12.44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 54,668 | -0.36 | 2,681 | 26.12 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 49,718 | 4.72 | 2,744 | 17.83 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 23,839 | -28.91 | 1,316 | -20.01 | ||||
| 2026-02-04 | 13F | HighPoint Advisor Group LLC | 14,523 | -2.48 | 712 | 10.90 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 209 | 12 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 161,031 | 6.67 | 9 | 14.29 | ||||
| 2026-05-13 | 13F | Holowesko Partners Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Sphera Funds Management Ltd. | 122,000 | 0.00 | 6,733 | 12.55 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10,809 | -13.29 | 597 | -2.45 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 12,111 | -5.02 | 668 | 6.88 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6,309 | 0.00 | 348 | 12.62 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 52,356 | 117.78 | 2,890 | 145.25 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7,241 | -2.36 | 400 | 9.92 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 80 | 0.00 | 4 | 33.33 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 205 | 11 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 109 | 0.00 | 5 | 25.00 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 6,547 | 0.00 | 321 | 8.08 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 58 | 3 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 910 | 0.00 | 50 | 13.64 | ||||
| 2026-05-05 | 13F | Alan B. Lancz & Associates, Inc. | 8,750 | -9.04 | 483 | 2.34 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 33,836 | -20.99 | 1,867 | -11.10 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 314 | 102.58 | 17 | 142.86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 32,829 | 11.18 | 1,838 | 26.93 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 164 | 0.00 | 9 | 12.50 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 53,688 | 0.00 | 3 | 0.00 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 10,238 | -7.26 | 565 | 4.44 | ||||
| 2026-05-15 | 13F | Qtron Investments LLC | 24,670 | 21.37 | 1,362 | 36.65 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4,854 | 10.97 | 268 | 24.77 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 184 | 15.00 | 10 | 42.86 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 2,692 | 0.00 | 149 | 12.12 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 8,801 | 19.95 | 486 | 35.10 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 15,528 | -13.77 | 857 | -3.06 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 4,129 | 0.12 | 228 | 12.38 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 38,488 | -8.74 | 2,124 | 2.71 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 691,400 | -3.99 | 38,158 | 8.06 | |||
| 2026-05-15 | 13F | Huntington National Bank | 37,145 | 207.70 | 2,050 | 246.28 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 613 | 30 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 13,296 | 18.31 | 734 | 33.03 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 143,571 | -16.33 | 7,924 | -6.16 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 13,995 | 0.59 | 772 | 13.20 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 6,735 | -0.01 | 372 | 12.42 | ||||
| 2026-05-12 | 13F | Danske Bank A/s | 11 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 582,900 | 20.19 | 32,170 | 35.26 | |||
| 2026-02-13 | 13F | Colony Group, LLC | 66,926 | 37.15 | 3,285 | 58.62 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 3,978 | 0.00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 34 | 0.00 | 2 | 0.00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1,640 | 0.00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Cardinal Capital Management | 62,170 | 0.69 | 3,461 | 13.29 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Syverson Strege & Co | 3,847 | 212 | ||||||
| 2026-04-24 | 13F | Optas, LLC | 3,778 | -7.74 | 209 | 4.00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 590 | 33 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11,280 | -20.15 | 623 | -10.12 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 0 | 0 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 7,685 | 1.09 | 424 | 13.98 | ||||
| 2026-05-06 | 13F | Tweedy, Browne Co LLC | 81,785 | -0.56 | 4,514 | 11.90 | ||||
| 2026-05-15 | 13F | Blackstone Group Inc | 85,001 | 4,691 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1,064 | 0.00 | 59 | 11.54 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 207,807 | -9.26 | 11,469 | 2.12 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 5,429 | 300 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 30,759 | 1,698 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 4,703 | -20.37 | 260 | -10.38 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 53,330 | 17.99 | 2,943 | 32.81 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 100 | -68.75 | 6 | -66.67 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 4,475 | 14.95 | 219 | 30.36 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 6,646 | -60.58 | 367 | -55.69 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 195,567 | 245.49 | 10,793 | 288.94 | ||||
| 2026-05-06 | 13F | John G Ullman & Associates Inc | 72,610 | -8.02 | 4,007 | 3.51 | ||||
| 2026-05-13 | 13F | Integrated Quantitative Investments LLC | 123,914 | 56.79 | 6,839 | 76.46 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 8,526 | 0.00 | 471 | 12.44 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 37,729 | 14.08 | 2,082 | 28.44 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 24,452 | -1.30 | 1,350 | 11.12 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 121,594 | 30.91 | 6,711 | 47.12 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 4,900 | 0.00 | 270 | 12.50 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 5,962 | -2.15 | 292 | 11.45 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 540 | 58.36 | 30 | 81.25 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4,568 | 0.00 | 252 | 12.50 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 11,110 | -67.22 | 613 | -63.12 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 52,017 | 10.65 | 2,871 | 24.51 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 48,544 | -0.89 | 2,679 | 11.53 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 57 | -91.75 | 3 | -90.91 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3,964 | 0.00 | 219 | 12.37 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 120,527 | -11.33 | 6,652 | -0.21 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 6,800 | 0.00 | 375 | 12.61 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 21,145 | 2.95 | 1,234 | 22.54 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 37 | 2 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 527 | 0.76 | 29 | 16.00 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 40,036 | 1.11 | 2,210 | 13.81 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 13,144 | 1.10 | 725 | 13.81 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4,541 | 251 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 18,617 | 3.56 | 1,027 | 16.57 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 34,385 | -26.89 | 1,898 | -17.74 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 404 | 22 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 4,472 | 219 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 42,671 | 0.00 | 2,093 | 0.00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 364 | 0.00 | 20 | 17.65 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 3,965 | 202 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4,445 | 7.76 | 245 | 21.29 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 43,109 | 20.29 | 2 | 100.00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 311,292 | -69.94 | 17,180 | -66.17 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 745 | -19.20 | 41 | -8.89 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 14,816 | -37.46 | 818 | -29.63 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3,769 | 208 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 182,311 | -1.75 | 10,062 | 10.56 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1,096 | 58.61 | 60 | 81.82 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 123,256 | -3.51 | 6,802 | 8.59 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 5,504 | -0.58 | 304 | 11.81 | ||||
| 2026-05-15 | 13F | EFG International AG | 1,844 | 0.00 | 102 | 12.22 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,753 | -22.67 | 97 | -13.51 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 373,096 | 618.82 | 20,591 | 709.08 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Call | 150,300 | -40.10 | 8,295 | -32.58 | |||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 80 | 0.00 | 4 | 33.33 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 124,700 | -62.29 | 6,882 | -57.56 | |||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 8,511 | 469 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 177,993 | 23.15 | 9,823 | 38.61 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | Call | 29,100 | 1,606 | |||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 144,213 | 4.19 | 7,959 | 17.27 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Invested Advisors | 5,411 | -2.28 | 299 | 9.96 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 10,630 | -25.77 | 1 | |||||
| 2026-04-28 | 13F | Parrish Capital LLC | 29,588 | -2.11 | 1,633 | 10.12 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 621,987 | -25.62 | 34,327 | -16.29 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 9,051 | 11.99 | 500 | 26.01 | ||||
| 2026-02-17 | 13F | Osterweis Capital Management Inc | 12 | |||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 8,212 | -41.20 | 453 | -33.77 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 118,898 | -0.14 | 6,562 | 12.37 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 7,562 | 0.00 | 417 | 12.70 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6,499 | 1.23 | 359 | 14.01 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 21,472 | -5.51 | 1,185 | 6.37 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 102,505 | 2.14 | 5,657 | 14.96 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5,910 | 0.00 | 326 | 12.80 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 120 | 0.00 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4,639,799 | 78.46 | 256,071 | 100.84 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 7,149 | 3.56 | 395 | 16.57 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 37,173 | -0.12 | 2,052 | 12.38 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 7,288 | 2.75 | 406 | 15.71 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 293 | 0.00 | 16 | 14.29 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1,490 | 83 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1,274 | 70 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1,336 | 0.00 | 74 | 12.31 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 54 | 12.50 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 26,410 | 81.25 | 1,458 | 104.06 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-14 | 13F | Cwm, Llc | 154,094 | -1.01 | 8,504 | 121,385.71 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 452 | 0.67 | 25 | 19.05 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 942,429 | 342.91 | 52,013 | 398.49 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 340 | 19 | ||||||
| 2026-04-13 | 13F | Stonebridge Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 144 | 87.01 | 8 | 133.33 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 178 | 10 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Walleye Trading LLC | 118,561 | 6,543 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 200 | 0.00 | 11 | 22.22 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 17,700 | -87.55 | 977 | -86.00 | |||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 28,226 | 1,558 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 166,369 | -44.83 | 9,182 | -37.92 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 154,900 | 110.18 | 8,549 | 136.52 | |||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 6,520 | 360 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 5,184 | 0.02 | 286 | 12.60 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 41 | -30.51 | 2 | 0.00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1,793 | 99 | ||||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 7,751 | 2.43 | 428 | 13.26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6,445 | -12.91 | 356 | -1.93 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 55,198 | 7.26 | 3,046 | 20.73 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1,508 | 15.29 | 83 | 29.69 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 17,550 | -72.75 | 969 | -69.34 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 50,151 | 2.03 | 2,768 | 14.81 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 107,000 | -1.29 | 5,905 | 11.08 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 4,777 | 264 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 8,019 | 0.88 | 393 | 14.58 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2,912 | 0.14 | 161 | 12.68 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2,191 | -15.08 | 121 | -4.76 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 5,591 | -14.14 | 309 | -3.45 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 10,737 | 593 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19,730 | -3.20 | 1,089 | 8.91 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 175,168 | -2.74 | 9,668 | 9.45 | ||||
| 2026-04-22 | 13F | Sentry LLC | 7,468 | 0.00 | 412 | 12.57 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 148 | 0.00 | 8 | 14.29 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 152 | 0.00 | 8 | 14.29 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 331 | 14 | ||||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 6,080 | 0.00 | 336 | 12.42 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 104,513 | -3.23 | 5,708 | 7.72 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 4,564 | -62.12 | 252 | -57.46 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 22,735 | 1.07 | 1,255 | 13.69 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 508 | 0.00 | 28 | 16.67 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 45,333 | 6.78 | 2,523 | 20.15 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 9,533 | 26.03 | 526 | 42.16 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7,555 | 4.16 | 417 | 17.18 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 6,920 | 0.00 | 382 | 12.39 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | Put | 4,000 | 221 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 51,606 | -5.72 | 2,848 | 6.11 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 1,629,351 | -0.78 | 89,924 | 11.67 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3,570 | -88.14 | 197 | -86.65 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 210,633 | 336.08 | 11,469 | 384.29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 13,175 | 0.00 | 727 | 12.54 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 10,261 | -4.21 | 1 | |||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18,421 | 19.40 | 1,017 | 34.39 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 340,474 | -14.03 | 19,063 | -0.17 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 8,000 | -0.41 | 442 | 12.21 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 8,905 | -29.57 | 491 | -20.81 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 11,030,651 | 89.25 | 608,782 | 112.98 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22,819 | -4.05 | 1,259 | 7.98 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 281,675 | -1.49 | 15,546 | 10.87 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 600 | 650.00 | 33 | 1,000.00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 537 | 30 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 44,818 | -3.95 | 2,473 | 8.09 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 475 | 0.00 | 26 | 13.04 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 19 | 0.00 | 1 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 248 | 0.00 | 14 | 8.33 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 4,832 | 0.00 | 267 | 12.71 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8,881 | 456 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 16,088 | -41.58 | 1 | -100.00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 49,944 | 1.30 | 2,756 | 14.03 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Call | 477,800 | -26.42 | 26,370 | -17.20 | |||
| 2026-05-15 | 13F | Millennium Management Llc | Put | 191,900 | 10,591 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 4,067 | -90.67 | 224 | -89.52 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 45,693 | 2,522 | ||||||
| 2026-05-11 | 13F | Nkcfo Llc | 66,800 | 0.00 | 4 | 0.00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1,600 | 0.00 | 89 | 12.66 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 4,081 | 225 | ||||||
| 2026-04-28 | 13F | Busey Wealth Management | 4,901 | -52.24 | 270 | -46.32 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,459 | 246 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 24,419 | -1.90 | 1,348 | 10.41 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 140 | 0.00 | 8 | 16.67 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 9,334 | 3.63 | 515 | 16.78 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 4,580 | 0.00 | 253 | 12.50 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 89,443 | 25.22 | 4,936 | 40.95 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 3,941 | -20.43 | 219 | -10.25 | ||||
| 2026-05-14 | 13F | Gabelli Funds Llc | 6,760 | 0.00 | 373 | 12.69 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 7,173 | -12.80 | 396 | -1.99 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 311 | 20.08 | 16 | 25.00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 101,686 | 38.68 | 5,612 | 56.11 | ||||
| 2026-05-15 | 13F | Alyeska Investment Group, L.P. | 1,210,746 | 254.40 | 66,821 | 298.86 | ||||
| 2026-04-07 | 13F | InvesTrust | 29,785 | -0.79 | 1,644 | 11.62 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 3,689 | -77.29 | 204 | -74.53 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10,737 | -8.23 | 531 | 4.12 | ||||
| 2026-04-27 | 13F/A | Bonness Enterprises Inc | 41,480 | 0.00 | 2,289 | 12.54 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 49,820 | -2.02 | 2,750 | 10.27 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 27,626 | 4.56 | 1,525 | 17.68 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 154 | 0.00 | 8 | 14.29 | ||||
| 2026-03-26 | 13F/A | Peak6 Llc | Put | 3,200 | 123 | |||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 3,647 | 201 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1,441 | 0.28 | 80 | 12.86 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1,643 | 91 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 223,097 | 46.42 | 12,013 | 60.76 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 720 | 0.00 | 40 | 11.43 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 90 | 0.00 | 5 | 0.00 | ||||
| 2026-05-14 | 13F | Soleus Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 2,104 | 26.75 | 116 | 43.21 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 6,408 | 0.00 | 354 | 12.42 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 297,310 | -11.72 | 16 | 0.00 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 23,076 | -24.72 | 1,132 | -14.51 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 740 | 0.00 | 41 | 11.11 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 536 | 0.00 | 30 | 11.54 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 20,139 | -29.83 | 1,111 | -21.04 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 5,346 | 16.67 | 295 | 31.70 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6,161 | 340 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 5,816 | 0.00 | 315 | 10.53 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 11,567 | 1 | ||||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2,060 | 0.29 | 114 | 13.00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3,639 | 201 | ||||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 3,103 | 0.00 | 171 | 12.50 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 5,892 | 17.07 | 325 | 32.11 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 1 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 27,042 | 8.90 | 1,505 | 22.48 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 11,863 | 655 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 18,275 | 21.75 | 1,009 | 36.96 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 682,850 | -8.55 | 37,686 | 2.92 | ||||
| 2026-05-11 | 13F | Commerce Bank | 12,094 | 54.69 | 667 | 74.15 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 88,908 | -3.64 | 4,907 | 8.44 | ||||
| 2026-05-11 | 13F | Saturna Capital CORP | 33,346 | 14.35 | 1,840 | 28.67 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3,802 | 210 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 4,953 | 0.02 | 273 | 12.81 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 3,823 | 211 | ||||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 79,398 | 0.00 | 4,382 | 12.54 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 208,254 | -1.21 | 10 | 11.11 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 960 | 212.70 | 53 | 246.67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 102,099 | -20.56 | 5,562 | -14.50 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18,810 | -13.16 | 1,038 | -2.26 | ||||
| 2026-05-15 | 13F | State Street Corp | 5,998,486 | -4.07 | 334,023 | 7.99 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 4 | 0.00 | 0 | |||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 7,790 | -7.15 | 430 | 4.38 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 4,009 | 221 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 408 | 46.76 | 23 | 69.23 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 80 | 0.00 | 4 | 33.33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,206,152 | -41.22 | 121,758 | -33.85 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 800 | 44 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1,330 | 73 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 117 | 0.00 | 6 | 20.00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 61,836 | -14.16 | 3,413 | -3.40 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 8,443 | -6.30 | 466 | 5.44 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1,347 | -3.72 | 74 | 8.82 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1,632,600 | 78.46 | 80,063 | 102.78 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 1,616,008 | 31.20 | 89,187 | 47.66 | ||||
| 2026-04-16 | 13F | Security National Bank | 2,359 | 0.00 | 130 | 13.04 | ||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 24 | 0.00 | 1 | 0.00 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 4,425 | 244 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 344 | 7.50 | 19 | 20.00 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 4,055 | -2.17 | 224 | 9.85 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 96 | 5 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43,081 | -2.88 | 2,378 | 9.29 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16,173 | 35.71 | 893 | 52.74 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Denali Advisors Llc | 29,313 | 5.17 | 1,618 | 18.37 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 80 | 0.00 | 4 | 33.33 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 47,842 | -44.56 | 2,640 | -37.60 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 899 | 50 | ||||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 1,760 | 15.49 | 0 | |||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 79,700 | -40.08 | 4,399 | -32.57 | |||
| 2026-05-15 | 13F | Ascent Group, LLC | 3,700 | 204 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 10,490 | 8.17 | 579 | 21.68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7,506,786 | -11.48 | 414,300 | -0.38 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1,698,298 | 350.62 | 93,729 | 407.14 | ||||
| 2026-02-13 | 13F | Barclays Plc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-29 | 13F | Montag A & Associates Inc | 2,232 | -4.37 | 124 | 7.83 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 11,929 | -29.95 | 658 | -21.20 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 5,030 | 0.00 | 278 | 12.60 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 62,711 | -18.36 | 3,461 | -8.12 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 38,000 | 2,097 | |||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 102,954 | -20.51 | 5,682 | -11.00 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4,260 | 1.43 | 235 | 14.63 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 12,860 | 0.10 | 632 | 13.87 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 167 | 9 | ||||||
| 2026-05-15 | 13F | Amundi | 63,429 | -3.13 | 3,501 | 9.00 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 24,593 | -20.29 | 1,357 | -10.31 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 58,370 | -20.23 | 3,221 | -10.23 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 418 | -20.83 | 20 | -9.09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 14,883 | -5.56 | 821 | 6.35 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 444,000 | 10.06 | 24,504 | 23.87 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 57,448 | 568.39 | 3,171 | 652.97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 669,400 | -13.28 | 36,944 | -2.40 | |||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 525 | 0.00 | 29 | 12.00 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 8,189 | -0.81 | 452 | 11.63 | ||||
| 2026-04-24 | 13F | Pzena Investment Management Llc | 18,823 | 40.01 | 1,039 | 57.51 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 1,709 | 0.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1,182 | -9.43 | 66 | 1.56 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 59,334 | -2.45 | 3,275 | 9.79 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 39,200 | 752.17 | 2,163 | 861.33 | |||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 11,500 | -53.82 | 635 | -48.08 | |||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 847 | 3.67 | 47 | 15.00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1,155 | 9.48 | 64 | 23.53 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 5,458 | 4.36 | 301 | 17.58 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 30,267 | 17.17 | 1,670 | 31.91 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 927 | 0.00 | 51 | 13.33 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 4,156 | -28.65 | 229 | -19.65 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6,876 | 47.27 | 379 | 66.23 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 545 | 0.00 | 30 | 15.38 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 12,947 | -4.56 | 712 | 1.86 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 13,453 | -13.46 | 742 | -2.62 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 7,680 | 12.71 | 424 | 26.65 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 80 | 4 | ||||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 36,983 | 32.47 | 2,041 | 49.09 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 92 | 5 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 15,716 | 6.82 | 1 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4,471 | 247 | ||||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 16,873 | -4.44 | 931 | 7.63 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 67,388 | 19.44 | 3,719 | 34.45 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 264 | 0.00 | 15 | 16.67 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 4,528 | -91.76 | 250 | -90.76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7,201 | 19.98 | 397 | 35.03 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 114,180 | -11.13 | 6,302 | 0.02 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 12,441 | -15.93 | 687 | -5.38 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 16,472 | 0.00 | 1 | |||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 1,132 | 0.44 | 56 | 14.58 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 221 | 29.24 | 11 | 42.86 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 79 | -46.26 | 4 | -42.86 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4,933 | 27.14 | 275 | 43.46 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3,550,904 | 95.73 | 195,974 | 120.28 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4,208 | -1.03 | 232 | 11.54 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 33,440 | -5.51 | 1,846 | 6.34 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 82,462 | -31.22 | 4,551 | -22.59 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 220,565 | -13.62 | 12,173 | -2.80 | ||||
| 2026-05-15 | 13F | Hillman Capital Management, Inc. | 97,432 | -14.78 | 5,377 | -4.10 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 45,512 | 144.10 | 2,530 | 176.81 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 347 | 19 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 38,569 | -1.11 | 2,129 | 11.30 | ||||
| 2026-02-13 | 13F | Hudson Bay Capital Management LP | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 325,646 | -1.88 | 17,972 | 10.43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5,395 | -3.97 | 298 | 8.00 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 180 | 0.00 | 10 | 12.50 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 23,359 | -26.60 | 1,289 | -17.37 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 13,543 | -1.50 | 754 | 11.72 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5,889 | -27.61 | 323 | -7.98 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 3,122 | 14.70 | 172 | 29.32 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 6,228 | 0.00 | 344 | 12.46 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 45,737 | -12.61 | 2,524 | -1.64 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 13,819 | 763 | ||||||
| 2026-05-14 | 13F | Hara Capital LLC | 134 | 0.00 | 7 | 16.67 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 108,026 | 0.60 | 5,962 | 13.22 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Norway Savings Bank | 12,724 | 9.43 | 702 | 23.16 | ||||
| 2026-05-12 | 13F | Letko, Brosseau & Associates Inc | 1,644,613 | -1.81 | 90,766 | 10.51 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,658 | 92 | ||||||
| 2026-04-17 | 13F | Charter Trust Co | 67,092 | 0.00 | 3,703 | 12.52 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 5,333 | 0.09 | 294 | 12.64 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 4,464 | -3.59 | 246 | 8.37 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5,216 | -72.04 | 288 | -68.60 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10,814 | 11.71 | 597 | 25.74 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 128,795 | 10.79 | 7,108 | 24.70 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 7,917 | -16.99 | 437 | -6.64 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 1,376 | 0.00 | 76 | 11.94 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 5,692 | -21.53 | 314 | -11.55 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 124,002 | 1.04 | 6,844 | 13.71 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 31,883 | -0.06 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 80 | 0.00 | 4 | 33.33 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 235,477 | -85.73 | 12,996 | -84.03 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3,669 | 202 | ||||||
| 2026-05-15 | 13F | Callodine Capital Management, LP | 1,259,477 | 25.41 | 69,511 | 41.13 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 19,248 | 0.00 | 1,139 | 20.78 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 17,700 | 0.00 | 977 | 12.44 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 66,530 | -80.70 | 3,672 | -78.29 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 3,878 | 214 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8,406 | -0.52 | 464 | 11.84 | ||||
| 2026-04-23 | 13F | Bell Bank | 182,228 | -1.07 | 10,057 | 11.34 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 222,457 | 699.74 | 12,277 | 800.07 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 95 | 5 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 14,562 | 5.08 | 1 | |||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1,586 | 1.15 | 0 | |||||
| 2026-04-06 | 13F | Old Port Advisors | 68,665 | 0.49 | 3,790 | 13.10 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 7,227 | -15.35 | 399 | -4.78 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 43,766 | 4.31 | 2,415 | 17.40 | ||||
| 2026-05-14 | 13F | Estabrook Capital Management | 1,443 | 0.00 | 80 | 12.86 | ||||
| 2026-05-14 | 13F | Krensavage Asset Management, LLC | 96,729 | 0.00 | 5 | 25.00 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 313,984 | -4.50 | 17,329 | 7.48 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5,962 | 329 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4,348 | -36.80 | 240 | -29.08 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2,501 | 20,741.67 | 138 | |||||
| 2026-05-15 | 13F | 1248 Management, LLC | 1,053 | 0.00 | 59 | 11.54 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4,370 | 3.09 | 243 | 16.27 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 49,164 | 2,713 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 8,885 | -15.28 | 490 | -4.67 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 10,322 | 400 | ||||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 560 | 0.00 | 31 | 11.11 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6,031 | -6.39 | 333 | 5.40 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 22,713 | -30.15 | 1,254 | -21.39 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 50 | 3 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5,177 | 286 | ||||||
| 2026-05-06 | 13F | CNB Bank | 728 | 0.00 | 40 | 14.29 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 8,183 | 28.60 | 452 | 44.55 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1,488 | 82 | ||||||
| 2026-05-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 60,200 | 3,322 | ||||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 31,080 | -9.30 | 1,724 | 2.99 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 31,024 | 4.86 | 1,712 | 18.07 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,811 | -0.17 | 100 | 12.50 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5,933 | -8.78 | 327 | 2.83 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 730 | -99.32 | 40 | -99.24 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7,017 | 0.00 | 387 | 12.50 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 15,004 | 28.90 | 1 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 20,090 | 10.72 | 1,109 | 24.63 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 252 | 0.00 | 14 | 8.33 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 16,632 | -12.03 | 918 | -1.08 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 6,688 | 369 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11,660 | 13.76 | 644 | 28.09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 378,190 | -18.22 | 20,872 | -7.96 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 115 | 0.00 | 6 | 50.00 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4,493 | -14.16 | 220 | -2.22 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | Put | 3,700 | 204 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 480,636 | 11.04 | 26,526 | 24.96 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 3,700 | -36.00 | 204 | -27.92 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Quantitative Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 4,850 | -61.43 | 258 | -57.80 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 34 | 0.00 | 2 | 0.00 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 46,265 | 3.56 | 2,553 | 16.58 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1,066,648 | -10.69 | 59 | 0.00 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 594 | 33 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 23,700 | 1,308 | |||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 7,465 | 416 | ||||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 212,366 | 11,720 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3 | 0.00 | 0 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 21,392 | 0.00 | 1,181 | 12.49 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 5,075 | 17.07 | 280 | 32.08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 30,700 | -64.26 | 1,694 | -59.78 | |||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 11,492 | -9.31 | 634 | 2.09 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 4,382 | 242 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 155 | 0.00 | 9 | 28.57 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 89,761 | 18.14 | 4,959 | 32.91 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 661,399 | -38.38 | 36,503 | -30.65 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1,009 | 40.33 | 49 | 58.06 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 5,853 | -12.02 | 323 | -0.92 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 17,417 | -4.15 | 961 | 7.86 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 254,716 | 27.48 | 14 | 55.56 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 26,565 | 5.09 | 1,352 | 9.12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 883,997 | -44.13 | 48,788 | -37.12 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 578,828 | -74.63 | 31,390 | -71.95 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 6,432 | 0.33 | 355 | 12.74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 185,500 | -26.39 | 10,238 | -17.16 | |||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 487 | 0.00 | 27 | 13.04 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 3,731 | 206 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7,571 | -28.69 | 418 | -19.81 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8,483 | 8.92 | 468 | 22.83 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 435,091 | 172.08 | 24,013 | 206.24 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6,940 | -12.72 | 383 | -1.54 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3,503 | -2.26 | 193 | 10.29 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 12,710 | -82.04 | 701 | -79.80 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1,051,317 | 13.17 | 57,941 | 27.18 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 15,731 | 107.94 | 876 | 133.96 | ||||
| 2026-02-17 | 13F | Voleon Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 340,254 | -2.01 | 18,779 | 10.28 | ||||
| 2026-05-14 | 13F | Auxier Asset Management | 27,532 | 0.00 | 1,519 | 12.52 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 59,204 | -20.09 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2,496 | 1,776.69 | 138 | 2,183.33 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5,157 | -25.38 | 285 | -15.98 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 36 | -98.68 | 2 | -99.25 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7,103 | 17.79 | 392 | 32.88 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 971 | 0.00 | 54 | 12.77 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 255,274 | -28.34 | 14,089 | -19.35 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 55,574 | 25.48 | 3,067 | 41.27 | ||||
| 2026-05-15 | 13F | Armistice Capital, Llc | 236,000 | -76.40 | 13,025 | -73.44 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5,939 | -4.81 | 328 | 7.21 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 9,617 | -35.59 | 531 | -27.60 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 178 | 10 | ||||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 98,255 | -18.25 | 5,423 | -7.99 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 11,000 | 607 | ||||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 55,022 | 3.66 | 3,037 | 16.68 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 41,306 | -5.52 | 2,300 | 6.73 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 47,771 | -15.20 | 2,636 | -4.56 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 8,494 | 3.78 | 469 | 16.71 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32,701 | -9.73 | 1,805 | 1.58 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 5,152 | -6.84 | 284 | 4.80 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 200 | 0.00 | 11 | 22.22 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 6,546 | -35.75 | 361 | -27.66 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 100 | 0.00 | 4 | -25.00 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 5,500 | 0.00 | 304 | 12.64 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 8,449 | -16.42 | 466 | -5.86 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 86 | -9.47 | 5 | 0.00 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 193,180 | -1.94 | 10,662 | 10.35 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 5,219 | -4.17 | 288 | 7.87 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 204,282 | -36.92 | 11,274 | -29.01 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 303,169 | -1.01 | 16,732 | 11.41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 6,055 | -40.02 | 334 | -32.53 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 130 | -5.80 | 7 | 16.67 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 234 | 0.00 | 13 | 9.09 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 240 | 0.00 | 13 | 18.18 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7,988 | -4.28 | 441 | 7.58 | ||||
| 2026-05-14 | 13F | Corient IA LLC | 5,970 | 0.00 | 329 | 12.67 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 78,510 | 4,333 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 40,184 | 0.34 | 2,237 | 12.92 | ||||
| 2026-04-15 | 13F | Steadtrust LLC | 3,701 | 204 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6,281 | 43.14 | 347 | 60.93 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 760 | 0.00 | 44 | 15.79 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 11,363 | -51.16 | 1 | -100.00 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 11,923 | 0.00 | 658 | 12.67 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 4,479 | 0.74 | 247 | 13.30 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20,367 | 36.85 | 1,105 | 50.61 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 4,690 | 259 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12,559 | -6.56 | 693 | 5.16 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 7,319 | -15.35 | 404 | -4.73 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 49,891 | 1.08 | 2,754 | 13.76 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 15,272 | -0.90 | 843 | 11.52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 67,661,646 | 0.28 | 3,734,246 | 12.86 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 176 | 22.22 | 10 | 28.57 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 593 | 0.00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6,461 | -96.31 | 357 | -95.85 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 21,892 | -2.75 | 1,208 | 9.52 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 200 | 0.00 | 9 | 12.50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23,728 | 41.86 | 1,310 | 59.63 | ||||
| 2026-05-01 | 13F | United Bank | 38,083 | 2.00 | 2,102 | 14.81 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 300 | 0.00 | 15 | 16.67 | ||||
| 2026-02-17 | 13F | Vestal Point Capital, LP | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 370,518 | 15.18 | 20,449 | 29.62 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 13,657 | 0.00 | 754 | 12.56 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 35,541 | 2.15 | 1,962 | 14.95 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 6,142 | 339 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 21 | -73.75 | 1 | -66.67 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16,623 | -39.08 | 917 | -31.46 | ||||
| 2026-05-14 | 13F | Epoch Investment Partners, Inc. | 4,379 | 242 | ||||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 3,855 | 213 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 200 | 0.00 | 11 | 22.22 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 120 | 0.00 | 6 | 0.00 | ||||
| 2026-05-12 | 13F | Creative Planning | 427,414 | 11.99 | 23,589 | 26.04 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 53,560 | 17.27 | 2,962 | 33.97 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 19 | -84.43 | 1 | -80.00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 660 | -63.84 | 32 | -58.97 | ||||
| 2026-02-13 | 13F | Barclays Plc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 728,504 | 47.33 | 40,206 | 65.80 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 24,269 | 0.00 | 1,339 | 12.52 | ||||
| 2026-04-30 | 13F | Cromwell Holdings LLC | 1,459 | 58.07 | 81 | 77.78 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,837,744 | -30.51 | 101,425 | -21.80 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 2,323 | 0.00 | 128 | 13.27 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 5,257 | 2.98 | 290 | 16.00 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 518,597 | 0.00 | 28,621 | 12.54 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 381,191 | 7,253.22 | 21,038 | 8,182.28 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 80 | 0.00 | 3 | 0.00 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4,135 | 228 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 8,108 | -0.25 | 447 | 12.31 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 4,359 | 0.00 | 225 | 5.16 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 59 | 0.00 | 3 | 50.00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1,725 | -2.60 | 95 | 10.47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 92 | 1,433.33 | 5 | |||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 90 | -40.00 | 5 | -42.86 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3,659 | 179 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2,732 | 151 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 10,638 | 1.51 | 587 | 14.42 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 204 | -77.48 | 10 | -74.36 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 38,945 | -26.13 | 2 | 0.00 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 5,540 | 40.61 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 13,106 | 12.58 | 723 | 26.84 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3,629 | 200 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 39,314 | 1.32 | 2,170 | 13.03 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 164,166 | 1.55 | 9,139 | 14.27 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 4,649 | 9.23 | 257 | 23.08 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 60,115 | -35.57 | 3,309 | -27.67 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 69,439 | -0.23 | 3,832 | 12.31 | ||||
| 2026-05-08 | 13F | JBF Capital, Inc. | 100,000 | 0.00 | 5,519 | 12.54 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 4,682 | -15.35 | 258 | -4.80 | ||||
| 2026-05-14 | 13F | Sio Capital Management, LLC | 385,879 | 21,297 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13,331 | -17.37 | 736 | -7.08 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1,361 | -2.44 | 0 | |||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 3,648 | -53.45 | 201 | -47.66 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 9,758 | 539 | ||||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 69,914 | 50.98 | 3,859 | 69.96 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 9,589,114 | 32.50 | 529,223 | 49.11 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 11,358 | 0.00 | 627 | 12.59 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 700,000 | -30.00 | 38,633 | -21.22 | |||
| 2026-05-21 | 13F | Essential Partners LLC | 414 | 0.00 | 23 | 10.00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,326 | 1.50 | 184 | 14.38 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 269 | -51.62 | 15 | -48.15 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 11,142 | -4.29 | 632 | 10.70 | ||||
| 2026-04-13 | 13F | Trust Co | 221 | -73.47 | 12 | -70.00 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 1,528,016 | -2.12 | 84,333 | 10.15 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 33,131 | -4.43 | 1,828 | 7.53 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 134 | 7 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 3,637 | -19.02 | 201 | -9.09 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 7,582 | 0.00 | 418 | 12.67 | ||||
| 2026-05-15 | 13F | Bridgewater Associates, LP | 698,666 | -50.68 | 38,559 | -44.49 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 105,176 | 1.00 | 5,805 | 13.67 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 32,856 | 9.29 | 1,829 | 23.01 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 85,476 | -0.34 | 4,717 | 12.15 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 9,042,389 | -37.33 | 499 | -29.56 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 43,754 | 4.00 | 2,436 | 17.01 | ||||
| 2026-05-08 | 13F | JBF Capital, Inc. | Call | 200 | 290 | |||||
| 2026-05-15 | 13F | Holocene Advisors, LP | 5,518,433 | -32.01 | 304,562 | -23.48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4,286 | -47.04 | 237 | -40.40 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 5,525 | 305 | ||||||
| 2026-05-11 | 13F | American Assets Investment Management, LLC | 40,000 | 0.00 | 2,208 | 12.54 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 548,222 | 30,256 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 61,375 | 10.43 | 3,387 | 24.29 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 14,660 | -1.68 | 809 | 10.67 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | Put | 1,000 | 55 | |||||
| 2026-05-11 | 13F | Lsv Asset Management | 25,000 | 0.00 | 1 | 0.00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 4,529 | 13.25 | 250 | 27.04 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2,512 | 0.24 | 0 | |||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 4,293 | -9.30 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 18,375 | -12.84 | 1,014 | -1.84 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 15,860 | -64.19 | 875 | -59.70 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 93,504 | -8.74 | 5,160 | 2.71 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 269,102 | 1.02 | 14,852 | 13.69 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 169,014 | -94.06 | 9,328 | -93.31 | ||||
| 2026-05-13 | 13F | Buckley Wealth Management, LLC | 14,580 | 812 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 5,378 | 0.00 | 264 | 13.36 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 89 | -69.20 | 5 | -71.43 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,299 | 134.05 | 72 | 162.96 | ||||
| 2026-05-15 | 13F | Pingora Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 34,522,363 | 4.00 | 1,905,289 | 17.04 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 9,946 | 0.79 | 549 | 13.46 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 304 | 913.33 | 17 | 1,500.00 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 121,175 | -4.47 | 6,688 | 7.51 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 7,515 | -1.20 | 0 | |||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 36 | 2 | ||||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 640 | 35 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 5,259 | -0.28 | 290 | 12.40 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3,980 | 208 | ||||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 5,943 | 0.00 | 328 | 12.37 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11,481 | 6.48 | 634 | 19.89 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 4,597 | 0.00 | 254 | 12.44 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 88 | 0.00 | 5 | 0.00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 38,359 | 9.81 | 2,117 | 23.58 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Dodge & Cox | 58,662,974 | -14.38 | 3,237,610 | -3.65 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | AdvisorShares Investments LLC | 22,100 | 1,220 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 28,737 | -11.76 | 1,586 | -0.75 | ||||
| 2026-05-15 | 13F | Whetstone Capital Advisors, LLC | 4,760 | 1.43 | 263 | 13.91 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 11,688 | -3.31 | 645 | 8.95 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6,092 | 67.59 | 336 | 88.76 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 8 | 0 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 38,170 | 50.36 | 2,107 | 69.29 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 419 | 0.00 | 23 | 15.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 225,955 | 6.02 | 12,477 | 19.32 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 4,897 | -0.63 | 270 | 12.03 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 88,022 | 1.01 | 4,858 | 13.67 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4,548 | -42.44 | 251 | -35.40 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 140,630 | -0.93 | 7,762 | 11.49 | ||||
| 2026-05-11 | 13F | denkapparat Operations GmbH | 35,370 | 609.10 | 1,952 | 700.00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,100 | -0.96 | 171 | 11.76 |
