Estatísticas Básicas
| Proprietários Institucionais | 496 total, 493 long only, 0 short only, 3 long/short - change of 3.66% MRQ |
| Alocação Média no Portfólio | 0.5816 % - change of 23.71% MRQ |
| Ações Institucionais (Longas) | 64,736,648 (ex 13D/G) - change of 3.18MM shares 7.25% MRQ |
| Valor Institucional (Longa) | $ 2,802,861 USD ($1000) |
Propriedade Institucional e Acionistas
abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF (MX:SGOL) tem 496 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 64,736,648 ações. Os maiores acionistas incluem Metis Global Partners, LLC, Jpmorgan Chase & Co, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, UBS Group AG, HighTower Advisors, LLC, Ethos Financial Group, LLC, and Pure Portfolios Holdings Llc .
abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF (BMV:SGOL) 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
Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.
AI+ Ask Fintel’s AI assistant about abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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.
Atualize
para desbloquear dados premium e exportar para Excel 
.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | HB Wealth Management, LLC | 31,310 | 0.00 | 1,397 | 8.63 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 186,158 | 39.93 | 8,302 | 51.89 | ||||
| 2026-05-14 | 13F | Betterment LLC | 24,739 | -16.06 | 1 | 0.00 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 132,289 | 5,903 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8,368 | 7.28 | 373 | 16.56 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 506,872 | 36.51 | 22,617 | 48.27 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2,250 | 100 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 390,730 | -9.09 | 17,434 | -1.25 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 299,180 | 20.68 | 13 | 30.00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 30,865 | -10.77 | 1,377 | -3.03 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Vicus Capital | 8,190 | -13.15 | 365 | -5.68 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1,757 | -0.45 | 78 | 8.33 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 7,349 | 0.00 | 328 | 8.64 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 25,741 | -1.27 | 1,149 | 7.19 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1,948 | 87 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11,952 | 0.00 | 491 | 11.62 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 5,007 | 0.00 | 223 | 8.78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1,350 | 0.00 | 60 | 9.09 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 758 | 0.00 | 34 | 6.45 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 18,402 | 2.76 | 821 | 11.70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 445,703 | 9.05 | 19,887 | 124,193.75 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 153,285 | 2.61 | 6,840 | 11.46 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 30,517 | 73.67 | 1,362 | 88.77 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 499,442 | 0.42 | 22,285 | 9.07 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 306,385 | -0.02 | 13,671 | 8.60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15,635 | 2.98 | 642 | 15.05 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 300,479 | 11.02 | 13,407 | 20.59 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 42,705 | -0.38 | 1,905 | 8.18 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 51,600 | -1.90 | 2,302 | 6.57 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 47,097 | 0.00 | 2,101 | 8.63 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 93,555 | -1.32 | 4,174 | 7.19 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 3,224 | 0.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 107,937 | 0.00 | 4,816 | 8.62 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 141,751 | 6 | ||||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 8,448 | 6.24 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6,928 | -10.61 | 285 | 22.94 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 45,562 | -3.12 | 2,033 | 3.57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 41,479 | -1.15 | 1,851 | 7.37 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 84,965 | -0.14 | 3,791 | 8.47 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 95,237 | 4,396 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10,583 | 0.00 | 472 | 8.76 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 19,122 | -30.61 | 853 | -24.31 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 7,453 | -32.27 | 333 | -26.55 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 29,214 | 3.79 | 1,304 | 12.72 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 56,392 | -30.99 | 2,516 | -25.03 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 4,886 | -1.69 | 218 | 6.86 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 13,316 | -7.91 | 594 | 0.00 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 100,068 | 0.00 | 2,515 | 0.00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 123,129 | 24.13 | 5,494 | 34.86 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 6,590,713 | 7.16 | 294,078 | 16.39 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 15,041 | -10.21 | 671 | -2.47 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 30,400 | -22.45 | 1,356 | -15.78 | |||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 136,805 | -7.43 | 6,104 | 0.54 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 75,300 | 209.88 | 3,360 | 236.57 | |||
| 2026-05-01 | 13F | Natural Investments, Llc | 4,934 | -4.27 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 170,175 | -26.37 | 7,593 | -20.03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 165,502 | -57.78 | 7,385 | -54.15 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 26,979 | -1.25 | 1,204 | 7.22 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 115,136 | 0.00 | 5,137 | 8.63 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 8,142 | 0.31 | 363 | 9.01 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 62,185 | 102.37 | 2,775 | 119.81 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 81,727 | -1.30 | 3,647 | 7.20 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 46,874 | 0.00 | 2,092 | 8.62 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 31,829 | 5.99 | 1,420 | 15.17 | ||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 146,362 | -22.37 | 6,531 | -15.68 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49,315 | 2.44 | 2,200 | 11.28 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 10,318 | 0.00 | 460 | 8.75 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 13,450 | 80.54 | 600 | 96.08 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 4,776 | 236 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 125,915 | 60.58 | 5,623 | 67.25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 24,464 | 0.00 | 1,092 | 8.67 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1,303 | 0.00 | 58 | 9.43 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 82,580 | 882.86 | 3,685 | 967.83 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 463,198 | -0.23 | 20,668 | 8.37 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 123 | 5 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 7,184 | 0.00 | 321 | 8.47 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 102,160 | -6.83 | 4,558 | 1.20 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 25,218 | -0.79 | 1,137 | -3.57 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 95,737 | 4,272 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 57,326 | -38.98 | 2,558 | -33.74 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7,404 | 330 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44,616 | 28.36 | 1,991 | 39.45 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 5,932 | 265 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 22,138 | -52.17 | 988 | -48.08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11,933 | -11.99 | 532 | -4.32 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9,519 | 0.00 | 432 | 10.49 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 226,095 | -18.49 | 10,088 | -11.47 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 471,014 | -19.93 | 21,016 | -13.01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 31,900 | -38.54 | 1,423 | -33.26 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 116,000 | 12.29 | 5,176 | 21.97 | |||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2,561 | 0.00 | 114 | 8.57 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 11,561 | -10.87 | 475 | -0.63 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 127,449 | -4.24 | 5,687 | 4.02 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14,810 | 661 | ||||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 26,033 | -13.51 | 1,162 | -6.07 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 7,705 | 0.00 | 344 | 8.54 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Penbrook Management LLC | 17,155 | 0.00 | 765 | 8.66 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6,077 | -1.14 | 271 | 7.54 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6,015 | -9.54 | 268 | -1.83 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 7,717 | 317 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 24,514 | 191.07 | 1,113 | 222.32 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Waverton Investment Management Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Guardian Point Capital, Lp | 600,000 | -53.85 | 26,772 | -49.87 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 80,093 | -74.62 | 3,574 | -72.43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25 | 1 | ||||||
| 2026-04-16 | 13F | Financial Designs Corp | 13,195 | 1.52 | 589 | 10.32 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 997,108 | -0.81 | 44,491 | 7.74 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 8,970 | -10.74 | 400 | -2.91 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 10,000 | 0.00 | 446 | 8.78 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5,116 | 0.00 | 228 | 5.07 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 5,100 | 0.00 | 228 | 8.61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9,736 | 12.15 | 427 | 19.94 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 275 | 266.67 | 12 | 300.00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7,888 | 324 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 6,425 | 0.00 | 287 | 8.75 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 4,500 | 201 | ||||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 54,350 | -0.46 | 2,425 | 8.16 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 820 | -19.61 | 37 | -12.20 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 183 | 0.00 | 8 | 14.29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 296,024 | -9.29 | 13 | 0.00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21,855 | 0.00 | 975 | 8.70 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 799 | 36 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 4,661 | 208 | ||||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 9,863 | 2.07 | 440 | 11.11 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7,201 | -31.49 | 321 | -25.52 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6,726 | 300 | ||||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 276,500 | 35.87 | 12,337 | 47.59 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 281,946 | -4.96 | 12,580 | 3.23 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 58,604 | -4.33 | 2,615 | 3.90 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 350 | 0.00 | 16 | 7.14 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 300 | 13 | ||||||
| 2026-05-07 | 13F | Swan Global Investments, LLC | 14,800 | -17.37 | 660 | -10.20 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 1,250 | 0.00 | 56 | 7.84 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 279 | 12 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 8,277 | -1.71 | 369 | 6.96 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 9,040 | -14.23 | 403 | -6.71 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 70,675 | -0.56 | 3,154 | 8.02 | ||||
| 2026-04-13 | 13F | Trust Co | 1,250 | 0.00 | 56 | 7.84 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 304,581 | 3.69 | 13,590 | 12.62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,258,207 | -2.65 | 100,761 | 5.74 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3,165 | 8.21 | 141 | 17.50 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 68,430 | 2.43 | 3,053 | 11.26 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 18,513 | 2.15 | 826 | 11.02 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 9,729 | -4.89 | 434 | 3.33 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 30,300 | 0.00 | 1,344 | 3.55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 6,850 | -9.40 | 306 | -1.61 | ||||
| 2026-04-29 | 13F | Burney Co/ | 5,761 | 257 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 16,468 | 0.00 | 735 | 8.58 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 55,835 | 0.55 | 2,491 | 9.21 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 2,396 | 0.00 | 107 | 8.16 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 15,061 | 672 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 11,433 | -21.41 | 510 | -14.57 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 105,081 | -8.62 | 4,688 | 117,100.00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 358,416 | 0.08 | 15,993 | 8.70 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 13,018 | 0.00 | 581 | 8.61 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 11,843 | 0.00 | 528 | 8.64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 582,230 | 34.98 | 25,979 | 46.62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13,777 | 35.59 | 615 | 47.24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 202,747 | 12.41 | 8,718 | 17.67 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 38,626 | 96.99 | 1,587 | 119.97 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 4,846 | 216 | ||||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 47,659 | -10.09 | 2,127 | -2.34 | ||||
| 2026-05-05 | 13F | Mirabaud & Cie SA | 57,964 | 0.00 | 2,586 | 8.66 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 20,164 | -4.94 | 900 | 3.21 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 4,220 | 0.00 | 188 | 8.67 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 12,084 | 0.00 | 496 | 11.71 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12,394 | -33.45 | 553 | -19.27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4,699 | -19.69 | 210 | -12.92 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 26,658 | 0.00 | 1,189 | 8.58 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 10,980 | -2.14 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 85,404 | 0.42 | 3,811 | 9.08 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 300,863 | 6.55 | 13,425 | 15.73 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 525,172 | -11.24 | 23,433 | -3.59 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 20,093 | 29.74 | 897 | 40.88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 5,071 | 0.00 | 226 | 8.65 | ||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 53,840 | 2,402 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1,534,681 | -16.31 | 68,478 | -9.10 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5 | 0.00 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 54,254 | -6.06 | 2,421 | 2.02 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 7,717 | 0.00 | 344 | 8.52 | ||||
| 2026-05-07 | 13F | Eurizon Asset Management Hungary Ltd. | 85,750 | 3,826 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 39,463 | -18.04 | 1,761 | -10.98 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 22,718 | 1,014 | ||||||
| 2026-01-27 | 13F | Hedges Asset Management LLC | 8,000 | 0.00 | 329 | 11.56 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 400 | 0.00 | 18 | 6.25 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 5,784 | -5.87 | 258 | 2.38 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4,660 | 0.00 | 208 | 8.38 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 144,420 | -1.67 | 6,444 | 6.81 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 24,011 | -53.44 | 1,071 | -49.43 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 147,800 | 198.59 | 6,595 | 224.35 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24,476 | 7.48 | 1 | |||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 11,358 | -50.09 | 507 | -45.82 | ||||
| 2026-01-29 | 13F | Comerica Bank | 35,982 | -9.00 | 1,478 | 1.58 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 109 | 5 | ||||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 10,264 | -0.98 | 458 | 7.53 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 13,197 | 0.00 | 581 | 0.69 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 12,503 | 0.97 | 558 | 9.65 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 14,800 | 660 | ||||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 247,066 | -11.13 | 11,024 | -4.14 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3,963 | 177 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 541,739 | -1.43 | 24,172 | 7.06 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 31,732 | 54.02 | 1,416 | 67.26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 209 | 9 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 7,596 | -87.55 | 338 | -88.14 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 11,249 | -16.33 | 502 | -9.24 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 78,781 | -0.49 | 3,515 | 8.09 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 20,873 | -4.75 | 931 | 3.44 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2,712 | 0.00 | 121 | 9.01 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 50,405 | 497.71 | 2,249 | 550.00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 19 | 0.00 | 1 | |||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5,739 | 1.29 | 256 | 10.34 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 328,297 | -3.54 | 14,649 | 4.77 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 14,000 | 0.00 | 625 | 8.52 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4,697 | 210 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 517 | |||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 12,370 | 0.00 | 552 | 8.46 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 12,924 | 0.00 | 577 | 8.68 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 27,631 | -0.05 | 1,233 | 8.55 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 13,783 | 0.00 | 615 | 8.48 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 5,917 | -3.63 | 264 | 4.76 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 39,660 | -2.13 | 1,770 | 6.31 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 36,608 | 48.42 | 1,633 | 61.20 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 7,506 | -4.15 | 335 | 4.05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 90,491 | -26.60 | 4,028 | -23.72 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 439 | 0.00 | 20 | 5.56 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 23,081 | -17.93 | 1,030 | -10.99 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2,345 | 105 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 13,800 | 0.00 | 616 | 8.66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,414,960 | -10.59 | 152,375 | -2.88 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 181,793 | -10.15 | 8,112 | -2.41 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 21,844 | -1.81 | 975 | 6.68 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 31,526 | 1,407 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12,755 | -13.17 | 569 | -5.64 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 12,200 | 0.00 | 544 | 8.58 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 9,817 | -15.59 | 438 | -8.18 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 306,890 | -59.26 | 13,693 | -42.36 | ||||
| 2026-04-10 | 13F | Client First Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 50,899 | -17.88 | 2,271 | -10.80 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 831 | 97.86 | 38 | 105.56 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1,800 | 4,290.24 | 80 | 8.11 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 5,457 | -28.82 | 244 | -22.61 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 10,350 | 0.00 | 462 | 8.47 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 200 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Mountain Lake Investment Management LLC | 324,918 | -10.42 | 14,498 | -2.70 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 13,644 | -37.23 | 609 | -31.84 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 5,000 | 223 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 4,792 | 214 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5,253 | 0.00 | 237 | 6.31 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7,302 | -7.59 | 326 | 0.31 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 2,000 | 0.00 | 89 | 8.54 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 9,753 | 26.73 | 435 | 37.66 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 316,420 | 4.77 | 14,119 | 13.80 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 11,907 | -20.96 | 531 | -14.08 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27,763 | 91.15 | 1,239 | 107.72 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1,024,396 | 2.71 | 45,698 | 11.54 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 38,899 | -0.10 | 1,736 | 8.51 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 262,533 | -7.64 | 11,714 | 0.32 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 9,717 | 0.75 | 434 | -7.08 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 4,795 | -11.48 | 214 | -4.05 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 5,280 | 217 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 396 | 18 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 9,147 | -35.27 | 408 | -29.66 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 70,980 | -5.90 | 3,167 | 2.23 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 32,699 | -34.07 | 1,459 | -28.38 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 34,550 | 0.00 | 1,542 | 8.60 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 17,637 | 787 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 25,208 | 0.00 | 1,125 | 8.60 | ||||
| 2026-04-24 | 13F | LB Partners LLC | 11,000 | 0.00 | 491 | 8.65 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 62,017 | 0.00 | 2,767 | 8.64 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 6,096 | 272 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 398,850 | -3.51 | 17,797 | 4.80 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4,610 | 206 | ||||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 24,740 | 0.00 | 1,104 | 8.56 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 15,636 | -5.73 | 698 | 2.35 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 29,340 | -9.56 | 1 | 0.00 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 27 | 0.00 | 1 | 0.00 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 12,812 | -5.49 | 526 | -5.40 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 14,815 | 5.11 | 661 | 14.16 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2,032 | 0 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17,164 | 0.67 | 705 | 12.44 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12,629 | -14.58 | 564 | -7.25 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8,476 | 0.00 | 348 | 11.54 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 197 | 0.00 | 9 | 0.00 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 25,617 | -1.73 | 1,143 | 6.82 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26,300 | -3.96 | 1,174 | 4.36 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 50,335 | 19.07 | 2,246 | 29.32 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 11,000 | 0.00 | 491 | 7.93 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 6,400 | 0.00 | 286 | 8.78 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 8,215 | 367 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1,700 | 76 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 348,804 | -24.19 | 15,564 | -17.66 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 21,204 | -63.59 | 946 | -60.45 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1,802 | -14.64 | 80 | -6.98 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6,353,639 | 45.47 | 273,206 | 52.27 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 20,907 | -0.16 | 933 | 13.24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,679,792 | -3.28 | 74,952 | 5.06 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 7,678 | 2.96 | 343 | 11.76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14,412 | -17.46 | 643 | -10.32 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 152,095 | -11.19 | 6,543 | -19.52 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5,746 | -0.95 | 256 | 7.56 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 5,208 | 223 | ||||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 21,665 | 890 | ||||||
| 2026-04-16 | 13F | Security National Bank | 2,750 | 0.00 | 123 | 8.93 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 19,608 | -4.35 | 875 | 3.80 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 250 | 0.00 | 11 | 10.00 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 48,150 | 0.00 | 2,148 | 8.59 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 539 | 0.00 | 24 | 9.09 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 864 | -12.90 | 39 | -5.00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2,100 | 0.00 | 86 | 11.69 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 330,772 | -12.91 | 14,759 | -5.40 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 4,883 | -22.16 | 218 | -15.56 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 16,079 | 38.71 | 717 | 50.63 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 24,400 | 11.42 | 1,089 | 21.02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,272,206 | 10.32 | 101,386 | 19.83 | ||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 130,834 | -2.22 | 5,838 | 6.20 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7,695 | -10.99 | 316 | -0.63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 24,020 | 0.00 | 1,072 | 8.62 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 10,892 | -7.24 | 486 | 0.83 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 151,084 | -1.13 | 6,741 | 7.39 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8,131 | -32.45 | 363 | -26.72 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 497,813 | -14.87 | 22,212 | -7.54 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 7,876 | 0.40 | 351 | 9.01 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 1,013,425 | -0.16 | 41,631 | 11.42 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 41,001 | 0.37 | 2 | 0.00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4,796 | -2.10 | 214 | 5.97 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 19,604 | 31.24 | 875 | 42.58 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 7,787 | 37.70 | 347 | 49.57 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 55,444 | -3.22 | 2,474 | 5.10 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 90 | -10.00 | 4 | 0.00 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 102,278 | 6.41 | 4,564 | 15.58 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 412 | -80.02 | 18 | -78.57 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 15,302 | 0.00 | 683 | 8.60 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10,059 | 0.00 | 449 | 8.47 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 3,820 | 0.00 | 170 | 8.97 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 58,712 | -0.40 | 2,620 | 8.18 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 114 | 5 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 6,715 | 24.70 | 300 | 35.29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 692,666 | 28.20 | 30,907 | 39.24 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 220 | -85.33 | 10 | -85.25 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1,000 | 0.00 | 45 | 7.32 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 45,099 | 35.94 | 2,012 | 47.72 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11,539 | -55.38 | 1 | -100.00 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 455 | 20 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 8,300 | 370 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 36,479 | 62.28 | 1,499 | 81.14 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 62,901 | 2,807 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 108 | -81.54 | 5 | -83.33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 953,728 | 3,435.60 | 42,555 | 3,740.70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 556,675 | -4.08 | 24,839 | 4.19 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 5,204 | -4.16 | 232 | 4.04 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36,882 | 1,646 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 5,702 | -24.95 | 254 | -18.59 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | Put | 23 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2,647 | 0.00 | 118 | 9.26 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 16,175 | 0.00 | 722 | 8.58 | ||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 25,054 | -15.86 | 1,118 | -8.67 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6,899 | 308 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 33,798 | 20.84 | 1,508 | 21.61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 663,505 | 5.61 | 29,606 | 14.71 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11,331 | -0.87 | 465 | 10.71 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 41,747 | 8.74 | 1,875 | 18.83 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1,255 | 0.00 | 56 | 7.84 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 103,347 | 0.00 | 4,245 | 0.00 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 15,489 | 30.12 | 691 | 41.31 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 574,688 | -6.79 | 25,640 | 1.24 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 251,613 | -29.14 | 11,281 | -22.67 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Choate Investment Advisors | 337,644 | -2.52 | 15,066 | 5.88 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 7,113 | 317 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 28,089 | 68.93 | 1,253 | 83.46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 200,999 | 13.41 | 8,969 | 23.19 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 9,875 | 406 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6,174 | -9.83 | 275 | -2.14 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 17,002 | 75.84 | 759 | 90.93 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 43,759 | -9.81 | 1,953 | -2.06 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 452 | 20 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 35,900 | 22.95 | 1,602 | 33.53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 446 | 0.00 | 20 | 5.56 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 8,850 | 0.00 | 395 | 8.54 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 31,164 | -2.65 | 1,391 | 5.70 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | Call | 27 | -25.71 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6,545 | 0.00 | 292 | 8.96 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 4,000 | 0.00 | 178 | 8.54 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 121,677 | 1.69 | 5,429 | -3.60 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 12,616 | -1.68 | 563 | 6.64 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4,619 | 0.00 | 206 | 8.99 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 28,189 | 7.18 | 1,258 | 16.39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7,832 | 3.08 | 349 | 11.86 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 251,057 | -2.55 | 11,468 | 8.36 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 426,633 | -5.70 | 19,036 | 2.42 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 24,994 | 26,775.27 | 1,115 | 37,066.67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 154,476 | 6.72 | 6,893 | 15.10 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 108 | 260.00 | 5 | 300.00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17,804 | 0.42 | 1 | |||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15,000 | 0.00 | 669 | 8.60 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5,705 | -24.91 | 255 | -18.59 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 408,264 | -4.83 | 18 | 5.88 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 266,931 | -0.61 | 11,910 | 7.96 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 10,859 | 0.00 | 485 | 8.52 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11,351 | 506 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9,618 | 14.26 | 395 | 27.83 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 644,220 | 0.00 | 28,745 | 8.62 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44,890 | -0.98 | 2,003 | 7.52 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 53,157 | 12.96 | 2,372 | 22.66 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29,010 | -27.80 | 1,294 | -21.58 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 36,236 | 61.20 | 1,617 | 95.41 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 64,500 | -40.50 | 2,878 | -35.39 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 55,100 | 105.60 | 2,459 | 123.45 | |||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 645 | 0.00 | 29 | 7.69 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2,893 | 119 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 321,585 | 375.04 | 14,349 | 416.15 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 148,573 | 6,629 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 114 | 0.00 | 5 | 25.00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 29,247 | -41.11 | 1,305 | -36.03 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7,823 | 0.00 | 349 | 8.72 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Cypress Advisory Group LLC | 12,875 | 0.00 | 574 | 8.71 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 620,280 | 8,327.72 | 27,677 | 9,064.24 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1,250 | 56 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 12,008 | 5.33 | 536 | 14.32 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55,098 | 2.03 | 2,458 | 10.82 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 413 | 0.00 | 18 | 12.50 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 375 | 581.82 | 17 | 700.00 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 10,318 | 0.00 | 460 | 8.75 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 642 | 0.00 | 28 | 3.85 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3,087,356 | 2.00 | 137,758 | 10.79 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 430 | 19 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 12,910 | 0.00 | 576 | 8.68 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 38,000 | 35.71 | 1,696 | 47.39 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 94,241 | 0.00 | 4 | 33.33 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6,422 | 9.80 | 287 | 19.67 | ||||
| 2026-05-12 | 13F | Creative Planning | 81,159 | 2.80 | 3,621 | 11.66 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11,101 | -15.75 | 495 | -21.92 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 260,344 | -18.42 | 11,617 | -11.39 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 5,806 | 0 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1,100 | 0.00 | 49 | 8.89 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 24,659 | 0.99 | 1,100 | 9.67 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 31,535 | -26.69 | 1,407 | -20.91 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 7,056 | 0.00 | 315 | 8.65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17,589 | 2.92 | 785 | 11.68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 139,999 | 8.89 | 6,247 | 18.27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 92,517 | -15.17 | 4,128 | -7.86 | ||||
| 2026-05-01 | 13F | Avion Wealth | 100 | 0 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 12,950 | 578 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9,304 | -2.58 | 415 | 5.87 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7,565 | 338 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91,103 | -0.53 | 4,065 | 8.05 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 25,013 | 46.03 | 1,116 | 58.75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 361,645 | -3.82 | 16,137 | 4.47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 25,073 | -2.72 | 1,119 | 5.67 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 18,592 | 8.62 | 830 | 17.92 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10,956 | 38.30 | 489 | 50.15 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 120,423 | 0.00 | 5,373 | 8.63 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,145 | 0.00 | 51 | 8.51 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 13,796 | 5.92 | 616 | 14.95 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9,780 | 0.20 | 436 | 9.00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6,545 | 0.00 | 292 | 8.96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 371,511 | -19.25 | 16,577 | -12.30 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 21,024 | 1 | ||||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 7,443 | -11.84 | 332 | -4.05 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 100 | 4 | ||||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 7,930 | 0.00 | 354 | 8.62 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | 0.00 | 22 | 10.00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 104,147 | -0.32 | 4,647 | 8.30 | ||||
| 2026-04-24 | 13F | Family Capital Trust Co | 12,100 | 0.00 | 497 | 0.00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 237 | 92.68 | 11 | 100.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 708,698 | -29.65 | 31,622 | -23.58 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 419 | 0.00 | 19 | 5.88 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 26,281 | 1.86 | 1,173 | 10.67 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 31,963 | -0.49 | 1,426 | 8.11 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 170,278 | 979.90 | 7,598 | 1,074.19 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4,952 | 0.00 | 221 | 8.37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 20,116 | 898 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9,673 | 1.74 | 432 | 10.51 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 15,987 | 14.19 | 713 | 24.00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2,751 | 3.77 | 123 | 12.96 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 211,594 | 2.73 | 9,441 | 11.58 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 6,899 | -21.61 | 308 | -14.96 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 330 | 0.00 | 15 | 7.69 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 262,701 | 13.37 | 11,722 | 23.13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 6,655 | 0.00 | 297 | 8.42 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,580 | 204 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 659,552 | 672.12 | 29,429 | 738.67 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6,058 | 16.21 | 270 | 26.17 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13,045 | -4.68 | 582 | 3.56 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 113,248 | -2.39 | 5,053 | 6.02 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 25,812 | -1.45 | 1,152 | 7.07 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 6,605 | 295 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 11,832 | -6.70 | 528 | 1.35 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 258,871 | 0.24 | 11,551 | 8.88 | ||||
| 2026-04-30 | 13F | Channing Global Advisors, Llc | 6,475 | -86.29 | 289 | -85.15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 40,579 | -66.89 | 1,667 | -66.91 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 11,074 | 0 | ||||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 9,670 | 8.01 | 431 | 17.44 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10,766 | 0.00 | 480 | 8.60 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 13,503 | -2.53 | 603 | 5.80 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5,355 | -2.90 | 239 | 5.31 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 6,337 | 0.00 | 283 | 8.46 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10,470 | -7.35 | 467 | 0.65 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 9,000 | 0.00 | 402 | 8.67 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 74,611 | -7.16 | 3,329 | 0.85 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 27,534 | -30.09 | 1,229 | -24.06 | ||||
| 2026-05-01 | 13F | American Trust | 6,567 | 28.59 | 293 | 40.19 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 46,540 | 555.49 | 2,077 | 613.40 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 10,677 | 476 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 237,175 | 4.09 | 10,583 | 13.06 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 5,170 | 0.00 | 231 | 8.49 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 6,058 | 13.94 | 270 | 23.85 | ||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 67,275 | -7.08 | 3 | 50.00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 754,550 | 21.40 | 33,668 | 31.86 |
How Much do you Like Fintel?
Please share your opinion of our service!
Other Listings
| US:SGOL | US$ 41,12 |
