Estatísticas Básicas
| Proprietários Institucionais | 290 total, 290 long only, 0 short only, 0 long/short - change of 2.72% MRQ |
| Alocação Média no Portfólio | 0.1234 % - change of -42.96% MRQ |
| Ações Institucionais (Longas) | 22,874,885 (ex 13D/G) - change of 0.73MM shares 4.77% MRQ |
| Valor Institucional (Longa) | $ 1,380,398 USD ($1000) |
Propriedade Institucional e Acionistas
Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock) (MX:SHG N) tem 290 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 22,874,885 ações. Os maiores acionistas incluem BlackRock, Inc., Morgan Stanley, London & Capital Asset Management Ltd, Lazard Asset Management Llc, American Century Companies Inc, Dimensional Fund Advisors Lp, Northern Trust Corp, Pzena Investment Management Llc, Bank Of America Corp /de/, and Arrowstreet Capital, Limited Partnership .
Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock) (BMV:SHG 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.
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Atria Investments Llc | 12,881 | -1.29 | 790 | 12.88 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 34,286 | 107.45 | 2,102 | 137.25 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 101,350 | -24.57 | 6,215 | -13.75 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 102,659 | 10.85 | 6,295 | 26.76 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 18,886 | 104.77 | 1,158 | 131.60 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 6,240 | 0.00 | 383 | 14.37 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 55 | 3 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 6,835 | 20.67 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 6,702 | -24.25 | 411 | -13.50 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4,590 | -43.49 | 281 | -35.40 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 8,515 | -0.62 | 522 | 13.73 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 116,993 | -42.57 | 7,174 | -34.33 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 52,374 | 0.02 | 3,212 | 14.35 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 1,635 | 19.17 | 100 | 36.99 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 8 | 1 | ||||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 53,592 | -12.53 | 3,286 | 0.03 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 129 | 0.00 | 8 | 16.67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 78 | 9.86 | 5 | 33.33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3,581 | -21.43 | 220 | -10.25 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 161,406 | 47.48 | 9,897 | 68.63 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10,283 | 82.42 | 631 | 108.61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12,138 | -9.46 | 744 | 3.62 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14,471 | 1.67 | 887 | 16.25 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26,205 | 0.00 | 1,607 | 14.31 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 56,064 | -33.30 | 3,412 | -24.44 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 33,557 | 5.87 | 2,055 | 20.82 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 49,693 | 8.65 | 3 | 50.00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 747 | 31.28 | 46 | 50.00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 28,268 | -0.23 | 1,733 | 14.09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2,014 | -61.67 | 123 | -56.23 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 4,668 | 9.35 | 286 | 25.44 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6,263 | 431.21 | 384 | 509.52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 236,926 | -13.02 | 14,528 | -0.55 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 404,485 | 96.50 | 24,803 | 124.68 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 721 | 15.92 | 44 | 33.33 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Aquatic Capital Management LLC | 15,841 | 188.54 | 971 | 230.27 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 125 | 8 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 104,595 | 13.18 | 6,414 | 29.40 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 29,373 | 4.93 | 1,801 | 19.99 | ||||
| 2026-05-07 | 13F | DekaBank Deutsche Girozentrale | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 132,836 | -54.05 | 8,146 | -47.46 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 22 | 0.00 | 1 | 0.00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 157 | -64.56 | 10 | -60.87 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3,903 | -4.48 | 242 | 10.05 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 18,182 | 159.67 | 1,115 | 197.07 | ||||
| 2026-04-24 | 13F | Pzena Investment Management Llc | 690,651 | -24.25 | 42,351 | -13.39 | ||||
| 2026-05-12 | 13F | Arbiter Partners Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 26 | 160.00 | 2 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Paradigm Asset Management Co Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 7,824 | -46.73 | 486 | -40.29 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 5,510 | 17.46 | 338 | 34.26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 10,743 | 6.58 | 46 | 1,025.00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 47,597 | 11.23 | 2,913 | 26.77 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 67,920 | -21.49 | 4,166 | -10.20 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3,764 | 4.29 | 231 | |||||
| 2026-05-15 | 13F | EFG International AG | 29,633 | -16.05 | 1,817 | -4.01 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 11,784 | 723 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 59 | 4 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 4,466 | 279 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 119 | 7 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 483 | 1,050.00 | 30 | 1,350.00 | ||||
| 2026-05-15 | 13F | State Street Corp | 33,820 | 7.14 | 2,074 | 22.52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 831 | 36.23 | 51 | 56.25 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 27,735 | 0.00 | 1,487 | 0.00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14,435 | 3.25 | 774 | 9.94 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10,730 | 18.00 | 658 | 34.91 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 38,002 | 28.69 | 2,330 | 47.19 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 20,127 | 4.92 | 1,234 | 20.04 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 4,603 | 1.63 | 282 | 16.53 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 440 | 0.00 | 27 | 13.04 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 220 | 13 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 377 | 23 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6,160 | -13.83 | 378 | -1.57 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 490,158 | -45.22 | 30,056 | -37.37 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 17,745 | 4.63 | 1,088 | 19.69 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22,506 | -23.61 | 1,380 | -12.66 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 25,740 | 16.91 | 1,578 | 33.73 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 2 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 219 | 54.23 | 13 | 85.71 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1,925 | -22.88 | 115 | -14.93 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 28,782 | -59.54 | 1,717 | -55.16 | ||||
| 2026-05-15 | 13F | Hood River Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 4,902 | 7.59 | 301 | 22.95 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,002 | 859 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,633 | -24.69 | 223 | -13.95 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 4,620 | -0.47 | 286 | 14.92 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 2,695 | -48.16 | 165 | -40.65 | ||||
| 2026-05-15 | 13F | Fmr Llc | 143,561 | 8.25 | 8,803 | 23.78 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7,512 | 461 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 16,075 | 7.85 | 986 | 23.28 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 26,325 | 14.91 | 1,594 | 29.80 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 12,194 | -47.50 | 748 | -40.00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3,361 | 206 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 33,721 | -88.37 | 2,068 | -86.71 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 19 | 0.00 | 1 | 0.00 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 253,576 | -56.26 | 15,549 | -49.99 | ||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 268,577 | 3.98 | 14,404 | 10.71 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5,578 | -0.41 | 342 | 14.00 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 10,954 | -6.66 | 672 | 6.68 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 16 | -42.86 | 1 | -100.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7,671 | -21.60 | 470 | -10.31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 9,358 | 574 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 33,912 | -20.41 | 2,079 | -8.98 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Dalton Investments LLC | 13,700 | 840 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 5,029 | 0.04 | 308 | 14.50 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 781 | 137.39 | 48 | 176.47 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 68 | 4 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2,548 | 49.62 | 156 | 71.43 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 6,362 | 0.00 | 390 | 14.37 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3,721 | 228 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 18,708 | 4.22 | 1,147 | 19.23 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 73,066 | 4,480 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 203,670 | 4.93 | 12,489 | 19.98 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4,015 | 14.98 | 246 | 31.55 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 6,830 | 0.90 | 419 | 15.15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4,813 | 0.00 | 295 | 14.34 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 276,319 | 16,944 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 62,452 | -33.05 | 3,831 | -23.43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1,354,434 | -8.13 | 83,054 | 5.05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 89,991 | -40.64 | 5,518 | -32.14 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 27,683 | 18.92 | 1,698 | 35.98 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17,580 | 2.75 | 1,078 | 17.56 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 18,057 | 1.54 | 1,107 | 16.16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 46,042 | 17.32 | 2,823 | 34.17 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 170,550 | 8.36 | 10 | 25.00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 202 | 0.00 | 12 | 20.00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 8,521 | 17.58 | 523 | 34.54 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 36,750 | 13.57 | 2,254 | 29.86 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 87,785 | -8.91 | 5,437 | 5.19 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 21,888 | 199.06 | 1,342 | 242.35 | ||||
| 2026-02-17 | 13F | Nomura Holdings Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 11 | 0.00 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 154,268 | 4.79 | 8,274 | 11.58 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 241,867 | 8.58 | 15,224 | 27.43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 333 | 110.76 | 20 | 150.00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 871 | 14.30 | 53 | 32.50 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 46,029 | 11.10 | 2,822 | 27.06 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 6,355 | 390 | ||||||
| 2026-04-24 | 13F | Strs Ohio | 14,049 | -13.66 | 861 | -1.26 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 230 | 0.00 | 14 | 16.67 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 19,743 | -39.83 | 1,211 | -31.21 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 303,665 | 18,621 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 10,151 | 40.65 | 622 | 60.72 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 82,726 | 10.09 | 5,118 | 27.03 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 53 | -19.70 | 3 | 0.00 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 33,737 | 24.30 | 2,069 | 42.13 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 12,440 | 149.55 | 763 | 185.39 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 4,949 | 0.88 | 303 | 15.21 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 212 | 21.84 | 13 | 44.44 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 115 | 0.00 | 7 | 16.67 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 5,744 | 3.29 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8,800 | 3.33 | 540 | 18.20 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 845 | -19.29 | 0 | |||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 29,485 | 21.78 | 1,808 | 39.29 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8,737 | 38.16 | 536 | 57.82 | ||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 16,143 | 13.78 | 990 | 30.13 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21,266 | -56.10 | 1,304 | -49.79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 6,100 | 32.61 | 374 | 52.03 | |||
| 2026-05-14 | 13F | Sanders Capital, LLC | 153,626 | -2.45 | 9,420 | 11.55 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 111 | 12.12 | 7 | 20.00 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 219 | 13 | ||||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 4,264 | -29.81 | 261 | -19.69 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 1,612 | -2.54 | 99 | 11.36 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 48,548 | -33.10 | 2,977 | -23.52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10,417 | 56.41 | 639 | 78.71 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 173,250 | 40.53 | 10,624 | 60.69 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14,497 | 445.62 | 889 | 526.06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4,524 | 277 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12,193 | 52.28 | 654 | 62.03 | ||||
| 2026-05-12 | 13F | Creative Planning | 301,441 | 30.73 | 18,484 | 49.49 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 7,752 | -17.93 | 475 | -6.13 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6,146 | 2.43 | 377 | 17.13 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 9,789 | -9.89 | 600 | 3.09 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4,676 | 287 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 1,536,444 | 24.66 | 94,215 | 42.54 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 10,214 | 11.15 | 626 | 27.24 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3,576 | -19.53 | 219 | -7.98 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 69 | 0.00 | 5 | 33.33 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 22,057 | 30.68 | 1,353 | 49.39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12,046 | 13.61 | 739 | 29.93 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 335 | 0.00 | 21 | 17.65 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 28,947 | 0.25 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,289 | 79 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 6,984 | 81.78 | 428 | 107.77 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4,879 | 4.77 | 305 | 22.09 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 14,999 | 7.67 | 920 | 23.03 | ||||
| 2026-05-15 | 13F | Maverick Capital Ltd | 23,804 | 69.17 | 1,460 | 93.50 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4,743 | -10.24 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 39,451 | 0.00 | 2,419 | 10.21 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3,416 | 209 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 4,072 | 250 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4,487 | 275 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 194,412 | 19.01 | 11,599 | 32.40 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 7,271 | 14.04 | 446 | 30.50 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 266 | 16 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 33,823 | -21.47 | 2,074 | -10.18 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 | 0.00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2,125 | 0.00 | 132 | 15.79 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 22,838 | 13.85 | 1,400 | 30.23 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 210,208 | -5.81 | 12,890 | 7.70 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1,823,111 | -9.42 | 111,675 | 3.52 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 35 | 0.00 | 2 | 100.00 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 8,285 | -4.16 | 508 | 9.72 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,312 | 17.25 | 448 | 34.13 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 7,324 | 13.43 | 453 | 30.92 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 32,293 | 6.73 | 1,980 | 22.07 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 7,926 | -7.67 | 486 | 5.65 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 49,353 | 8.38 | 3,026 | 23.91 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36 | 176.92 | 2 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 70,451 | 19.13 | 4,320 | 36.23 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 218 | 22.47 | 13 | 44.44 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 149 | 17.32 | 9 | 50.00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 16 | 1 | ||||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 152 | 9 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11,801 | 48.24 | 724 | 69.72 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 81,018 | 5.36 | 4,968 | 20.49 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2,238 | 137 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 4,663 | 286 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6,196 | 2,808.92 | 377 | 3,318.18 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 6,752 | 0.00 | 418 | -11.46 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 128 | 39.13 | 8 | 75.00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8,723 | 13.65 | 535 | 29.93 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 26,140 | 4.72 | 1,603 | 19.73 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 21 | 0.00 | 1 | 0.00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 7,332 | 32.30 | 450 | 51.18 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1,670 | 104 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1,664,989 | -0.37 | 102,097 | 13.92 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 2,860 | -54.01 | 175 | -47.45 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 18,544 | -46.97 | 1,137 | -39.36 | ||||
| 2026-05-13 | 13F | Promethos Capital, LLC | 201,206 | 0.09 | 12,338 | 14.43 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 71,118 | -1.35 | 4,361 | 12.78 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 517,650 | -26.88 | 31,742 | -16.39 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 149 | 0.00 | 9 | 28.57 | ||||
| 2026-05-14 | 13F | Gabelli Funds Llc | 56,276 | 27.97 | 3,451 | 46.31 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 10,374 | 9.92 | 667 | 23.33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 785 | 10.41 | 24 | 43.75 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 21 | 0.00 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 45,358 | 7.64 | 2,781 | 23.11 | ||||
| 2026-05-13 | 13F | Capital World Investors | 100,608 | 6,044 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 10,659 | 35.78 | 654 | 55.48 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 74,136 | 4.03 | 4,546 | 18.97 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 95,110 | 14.95 | 5,832 | 31.44 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 49 | 25.64 | 3 | 50.00 | ||||
| 2026-04-29 | 13F | Mondrian Investment Partners LTD | 5,500 | 12.64 | 337 | 29.12 | ||||
| 2026-02-13 | 13F | Barclays Plc | 5,592 | 429.55 | 300 | 464.15 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4,890 | 28.28 | 300 | 46.57 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 5,391 | 289 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 231,563 | 6.78 | 14,199 | 22.09 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 14,999 | -0.39 | 920 | 13.88 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 4,336 | 0.00 | 266 | 14.22 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7,464 | 458 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 7,964 | 488 | ||||||
| 2026-05-11 | 13F | Lsv Asset Management | 9,800 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 3,265 | -75.44 | 200 | -71.95 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 4,016 | -17.91 | 249 | -5.34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,875,218 | 10.54 | 114,988 | 26.40 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 5,799 | 2.26 | 356 | 16.78 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 109 | 47.30 | 7 | 100.00 | ||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 68,400 | -7.82 | 3,668 | -1.85 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 66,931 | 18.30 | 4,104 | 35.27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 142 | 47.92 | 9 | 60.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 123,792 | 10.84 | 7,591 | 26.73 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 58 | 61.11 | 4 | 200.00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 563 | -8.16 | 35 | 6.25 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 180 | 1,536.36 | 11 | |||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1,423,463 | -6.11 | 87,287 | 7.35 | ||||
| 2026-05-22 | 13F | Groupama Asset Managment | 7,764 | -56.49 | 476 | -50.21 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8,181 | 439 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4,482 | -8.34 | 275 | 4.58 | ||||
| 2026-04-13 | 13F | Trust Co | 9 | 0.00 | 1 | |||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 50,021 | 9.73 | 2,984 | 21.65 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 348 | 21 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,021 | 5.04 | 63 | 19.23 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 24,601 | -15.51 | 1,509 | -3.40 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,882 | -1.80 | 238 | 11.74 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 57,639 | 16.32 | 3,534 | 33.01 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 408 | -98.93 | 25 | -98.77 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 46 | 3 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 16,820 | 3.31 | 1,031 | 18.10 | ||||
| 2026-04-30 | 13F | ARGA Investment Management, LP | 4,711 | -7.75 | 289 | 5.49 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 264 | -39.17 | 16 | -30.43 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 18 | -14.29 | 1 | 0.00 | ||||
| 2026-05-08 | 13F | B. Metzler seel. Sohn & Co. AG | 69,787 | 6.61 | 4,279 | 21.77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 406 | -76.45 | 22 | -98.40 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 10 | 1 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 186 | 10.71 | 10 | 12.50 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Boston Common Asset Management, LLC | 4,876 | -3.73 | 299 | 9.96 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 29,061 | 3.72 | 1,782 | 18.64 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,450,363 | 21.01 | 150,256 | 38.36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7,470 | 9.89 | 459 | 25.75 | ||||
| 2026-05-04 | 13F | Tuttle Tactical Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 481 | 0.00 | 29 | 16.00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 108,426 | -1.90 | 6,649 | 12.16 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 203,881 | 643.96 | 12,502 | 750.99 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 36 | 2 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 8,998 | 39.76 | 556 | 61.16 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20,078 | 13.55 | 1,231 | 29.85 |
