SHLD - Global X Funds - Global X Defense Tech ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas

Global X Funds - Global X Defense Tech ETF
MX ˙ BMV ˙ US8123501061
Estatísticas Básicas
Proprietários Institucionais 610 total, 605 long only, 0 short only, 5 long/short - change of -50.00% MRQ
Alocação Média no Portfólio -0.0000 % - change of 59.48% MRQ
Ações Institucionais (Longas) 70,448,125 (ex 13D/G)
Valor Institucional (Longa) $ 4,431,524 USD ($1000)
Propriedade Institucional e Acionistas

Global X Funds - Global X Defense Tech ETF (MX:SHLD) tem 610 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 70,448,125 ações. Os maiores acionistas incluem Bank Of America Corp /de/, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Jpmorgan Chase & Co, Morgan Stanley, Bank Of Montreal /can/, Clal Insurance Enterprises Holdings Ltd, Raymond James Financial Inc, and Envestnet Asset Management Inc .

Global X Funds - Global X Defense Tech ETF (BMV:SHLD) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-09 13F Pacifica Partners Inc. 360 0.00 26 8.70
2026-05-11 13F Aptus Capital Advisors, LLC 3,644 0.69 258 10.26
2026-04-08 13F Emergent Wealth Advisors, LLC 24,060 323.74 1,704 364.31
2026-04-06 13F Highline Wealth Partners Llc 23,015 4.49 1,630 14.23
2026-05-04 13F Stirlingshire Investments, Inc. 8,432 72.68 597 88.33
2026-04-21 13F Merkkuri Wealth Advisors LLC 11,441 52.10 810 66.32
2026-04-08 13F StoneCrest Wealth Management, Inc. 84,316 2.20 5,973 11.73
2026-04-17 13F RFG Advisory, LLC 11,504 -11.43 815 -3.21
2026-05-01 13F Holistic Planning, LLC 19,522 45.77 1,383 59.40
2026-05-11 13F Elequin Capital Lp 17,829 1,263
2026-05-15 13F Jones Financial Companies Lllp 98,005 757.51 6,848 825.27
2026-04-13 13F 5T Wealth, LLC 24,200 117.63 1,714 138.06
2026-04-10 13F Sterling Manor Financial, LLC 107,682 -8.16 7,628 0.42
2026-04-14 13F XY Planning Network, Inc. 10,061 44.85 739 64.22
2026-05-12 13F Strategic Wealth Partners, Ltd. 154 -15.85 11 -9.09
2026-04-23 13F North Star Investment Management Corp. 800 0.00 57 9.80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 4,911 51.95 348 66.03
2026-05-15 13F Quadcap Wealth Management, LLC 66,599 -10.43 4,718 -2.08
2026-05-15 13F Basso Capital Management, L.p. 255 18
2026-04-22 13F SFG Wealth Management, LLC. 24,514 111.99 1,737 131.78
2026-04-28 13F Stephens Inc /ar/ 9,441 168.52 669 194.27
2026-04-21 13F Gilpin Wealth Management, Llc 5 0
2026-01-13 13F Synergy Financial Management, LLC 0 -100.00 0 -100.00
2026-05-14 13F Fortis Advisors, LLC 55,932 30.73 3,962 42.93
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 24,608 230.53 1,743 261.62
2026-04-27 13F Apeiron RIA LLC 42,944 3.85 3,042 3.82
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 5,057 0.28 358 9.82
2026-04-29 13F Cary Street Partner Investment Advisory Llc 829 59
2026-02-17 13F Per Stirling Capital Management, LLC. 0 -100.00 0
2026-04-10 13F Centurion Wealth Management LLC 4,677 331
2026-05-07 13F First Command Advisory Services, Inc. 539 0.00 38 11.76
2026-05-11 13F Hall Capital Management Co Inc 3,000 205
2026-05-15 13F IHT Wealth Management, LLC 29,251 -1.31 2,072 7.92
2026-05-01 13F International Assets Investment Management, Llc 1,695 75.83 125 100.00
2026-05-05 13F Sanctuary Advisors, LLC 770,947 41.10 54,614 54.28
2026-04-17 13F Baker Ellis Asset Management LLC 2,960 -11.90 210 -3.69
2026-05-06 13F Meridian Wealth Management, LLC 17,775 14.03 1,259 24.78
2026-04-16 13F Triad Wealth Partners, LLC 214,036 112.85 15,162 132.72
2026-05-04 13F Wealthgarden F.s. Llc 16,264 52.14 1,152 41.52
2026-05-12 13F Resurgent Financial Advisors LLC 4,182 296
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 3,249 12.07 223
2026-05-13 13F Choate Investment Advisors 0 -100.00 0
2026-05-13 13F Edmond De Rothschild Holding S.a. 30,559 0.00 2,165 9.35
2026-05-14 13F Van Hulzen Asset Management, LLC 35,786 0.55 2,535 9.98
2026-04-21 13F One Wealth Advisors, LLC 108,097 60.37 7,658 75.34
2026-04-08 13F KWB Wealth 102,177 -1.44 6,620 -1.43
2026-05-15 13F KM Capital Management Ltd. 1,596 102
2026-05-15 13F Fullerton Fund Management Co Ltd 49,844 -84.79 3,531 -83.37
2026-05-13 13F ShoreHaven Wealth Partners, LLC 69,412 57.12 4,917 71.80
2026-02-13 13F Caxton Associates Llp 0 -100.00 0
2026-04-30 13F Kestra Advisory Services, LLC 81,768 47.91 5,792 61.74
2026-05-12 13F Stokes Family Office, LLC 112,996 27.50 8,005 39.42
2026-05-11 13F West Wealth Group, LLC 160,155 19.87 11,345 31.07
2026-05-13 13F Lunt Capital Management, Inc. 11,915 0.62 844 10.04
2026-05-15 13F Larson Financial Group LLC 2,263 14.01 160 25.00
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1,803 0.00 135 4.69
2026-05-07 13F Florida Financial Advisors, Llc 8,114 575
2026-04-30 13F Elevated Capital Advisors, LLC 101 7
2026-04-29 13F WealthPLAN Partners, LLC 15,484 68.29 1,097 83.89
2026-05-12 13F Jane Street Group, Llc Call 30,900 -2.52 2,189 6.58
2026-04-24 13F Financial Life Planners 370 26
2026-05-12 13F Jane Street Group, Llc Put 24,000 45.45 1,700 59.03
2026-04-27 13F Pensionmark Financial Group, Llc 33,876 23.54 2,400 35.08
2026-05-12 13F Jane Street Group, Llc 1,002,810 1,652.37 71,039 1,816.35
2026-04-30 13F BRYN MAWR TRUST Co 1,200 0.00 85 10.39
2026-05-04 13F Copia Wealth Management 3,434 -4.80 243 4.29
2026-04-17 13F Worth Asset Management, LLC 4,118 0.73 292 10.23
2026-05-12 13F Bank of Jackson Hole Trust 535 38
2026-05-15 13F Empowered Funds, LLC 50,466 3,575
2026-04-29 13F Richmond Investment Services, LLC 5,639 2.16 400 11.76
2026-05-07 13F Rothschild Investment Llc 150 0.00 11 11.11
2026-04-14 13F Nbc Securities, Inc. 3,883 4.55 275 14.58
2026-04-29 13F Hughes Financial Services, LLC 35 2
2026-05-12 13F Kirtland Hills Capital Management, Llc 26,303 70.17 1,843 84.12
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 34,944 47.46 2,475 61.24
2026-05-13 13F Intrepid Financial Planning Group LLC 6,275 0.00 445 9.36
2026-04-15 13F Curran Financial Partners, LLC 15,015 34.64 1,064 47.23
2026-05-04 13F Hillsdale Investment Management Inc. 100 0.00 7 16.67
2026-04-28 13F LGT Financial Advisors LLC 372 163.83 26 188.89
2026-04-20 13F First PREMIER Bank 650 0.00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-05-15 13F JT Stratford LLC 62,996 49.16 4,463 63.08
2026-05-04 13F NWF Advisory Services Inc. 7,555 535
2026-04-20 13F Kestra Private Wealth Services, Llc 74,424 20.26 5,272 31.50
2026-04-08 13F David J Yvars Group 16,175 134.25 1,146 156.15
2026-05-12 13F Belvedere Trading LLC Put 3,400 241
2026-04-27 13F Arcadia Wealth Management, LLC 4,898 23.78 347 35.16
2026-05-07 13F Hollencrest Capital Management 25 0.00 2 0.00
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 6,336 449
2026-05-18 13F Centaurus Financial, Inc. 3,605 0
2026-01-26 13F Northwest Capital Management Inc 696 -77.88 45 -79.55
2026-05-11 13F Integrity Alliance, Llc. 6,403 2.06 454 11.58
2026-04-28 13F Tempus Wealth Planning, LLC 10,483 145.62 743 168.84
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 2,179 154
2026-02-13 13F Clearview Wealth Advisors LLC 6,157 399
2026-05-12 13F Belvedere Trading LLC 2,100 149
2026-05-12 13F Belvedere Trading LLC Call 200 14
2026-04-23 13F Ameliora Wealth Management Ltd. 60,151 2.55 4,261 12.13
2026-05-01 13F Fifth Third Bancorp 7,930 13,340.68 562 18,600.00
2026-05-08 13F Maia Wealth LLC 32,666 10.59 2,314 10.24
2026-05-14 13F Cwm, Llc 6,857 -2.20 486
2026-02-05 13F Tucker Asset Management Llc 284 18
2026-04-21 13F Willow Financial LLC 3,043 -90.84 216 -90.01
2026-05-14 13F Pinnacle Financial Partners, Inc. 5,487 389
2026-04-10 13F OMNI 360 Wealth, Inc. 8,115 51.43 575 39.66
2026-04-17 13F/A Founders Financial Securities Llc 6,437 -34.39 478 -24.88
2026-04-30 13F Simplicity Wealth,LLC 3,079 -2.04 218 7.39
2026-04-17 13F Signal Advisors Wealth, LLC 4,831 45.47 342 59.07
2026-05-01 13F Vantage Point Financial LLC 14,893 35.29 1,055 47.97
2026-05-11 13F Shepherd Financial Partners LLC 228,543 40.66 16,190 53.80
2026-05-01 13F Sovran Advisors, LLC 12,720 134.90 868 107.42
2026-04-21 13F Financial Consulate, Inc 100 7
2026-05-08 13F M1 Capital Management LLC 31,135 588.22 2,206 652.56
2026-05-08 13F Valeo Financial Advisors, LLC 3,357 -12.44 238 -4.44
2026-05-15 13F Wealth Watch Advisors, INC 16,457 -4.71 1,166 4.20
2026-05-12 13F Alerus Financial Na 1 0.00 0
2026-05-06 13F Hallmark Capital Management Inc 193,621 16.57 13,716 27.46
2026-05-13 13F Bank Of Montreal /can/ 2,778,058 1,039.26 196,798 1,145.71
2026-05-06 13F Laidlaw Wealth Management LLC 14,062 15.76 996 26.56
2026-04-28 13F Flagship Harbor Advisors, Llc 4,059 72.21 288 88.82
2026-05-08 13F Gen-Wealth Partners Inc 37,507 33.75 2,657 46.31
2026-05-05 13F HighTower Advisors, LLC 81,738 110.63 5,790 130.31
2026-05-11 13F REAP Financial Group, LLC 25 2
2026-03-05 13F Bush Investment Group, Llc 49,620 4.00 3,215 -4.09
2026-05-15 13F Strive Financial Group ,LLC 27 237.50 2
2026-04-07 13F Farther Finance Advisors, LLC 83,602 63.66 6,143 85.65
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 5,000 0.00 354 9.60
2026-05-13 13F Triumph Capital Management 601 -36.00 43 -30.00
2026-04-15 13F Merit Financial Group, LLC 839,041 41.30 59,438 54.49
2026-05-11 13F Manchester Capital Management LLC 3,978 0.00 282 9.34
2026-05-15 13F Armis Advisers, LLC 31,630 10.32 2,018 -3.81
2026-05-01 13F/A Custom Index Systems, Llc 11,131 3.23 789 12.89
2026-04-16 13F Brookstone Capital Management 14,486 176.40 1,026 202.65
2026-04-24 13F Medallion Wealth Advisors, LLC 120 9
2026-04-27 13F Tennessee Valley Asset Management Partners 152,623 70.96 10,812 86.91
2026-05-04 13F Y.D. More Investments Ltd 17,896 4.13 1,266 13.44
2026-04-21 13F Vise Technologies, Inc. 48,881 0.00 3,167 0.00
2026-04-14 13F Zrc Wealth Management, Llc 1,898 0.32 134 9.84
2026-04-21 13F Patton Albertson Miller Group, Llc 192,626 14.69 13,646 25.40
2026-04-29 13F ArborFi Advisors, LLC 31,403 13.34 2,225 23.90
2026-05-11 13F Newport Capital Group, LLC 0 -100.00 0 -100.00
2026-05-14 13F Centiva Capital, LP 6,146 435
2026-05-05 13F Sofi Wealth, Llc 744,037 -5.83 52,708 2.97
2026-04-15 13F Archford Capital Strategies, LLC 7,834 555
2026-05-08 13F Moors & Cabot, Inc. 5,141 364
2026-05-06 13F Eq Llc 116,230 7.63 8,234 17.68
2026-05-12 13F Benjamin Edwards Inc 298,894 -7.88 21,173 0.72
2026-05-13 13F Brinker Capital Investments, LLC 7,379 -69.04 523 -66.19
2026-04-15 13F Milestone Asset Management, Llc 37,296 2,642
2026-05-13 13F Cetera Investment Advisers 654,029 27.58 46,331 39.49
2026-05-13 13F Fox Hill Wealth Management 5,854 2.45 415 11.89
2026-05-06 13F LPL Financial LLC 4,971,123 35.89 352,154 48.57
2026-05-07 13F Sagespring Wealth Partners, Llc 5,143 -11.43 364 -3.19
2026-05-11 13F Ashton Thomas Private Wealth, LLC 29,048 55.15 2,058 69.02
2026-05-14 13F Greenline Wealth Management LLC 0 -100.00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 594 41.43 42 55.56
2026-05-06 13F Bartlett & Co. Wealth Management Llc 140 180.00 10 200.00
2026-04-13 13F ONE Advisory Partners, LLC 91,025 36.21 6,448 48.95
2026-05-12 13F Benson Wealth Management INC 17,561 1,244
2026-05-05 13F Vectors Research Management, LLC 8,399 595
2026-05-13 13F/A Jpmorgan Chase & Co 3,765,205 51.22 257,164 59.41
2026-04-23 13F Scissortail Wealth Management, LLC 36,155 21.93 2,561 33.32
2026-05-15 13F Barclays Plc 0 -100.00 0 -100.00
2026-03-27 13F Prosperity Wealth Management, Inc. 14,010 2.82 908 -5.22
2026-05-01 13F Wealthspire Advisors, LLC 7,923 -29.04 561 -22.41
2026-05-11 13F Tranquilli Financial Advisor LLC 7,755 4.19 549 13.90
2026-04-20 13F Inscription Capital, LLC 32,214 14.50 2,282 25.25
2026-05-12 13F Insigneo Advisory Services, Llc 3,905 277
2026-04-22 13F MN Wealth Advisors, LLC 5,373 28.66 381 40.74
2026-04-21 13F WT Wealth Management 36,998 13.03 2,621 23.58
2026-04-20 13F Cardinal Strategic Wealth Guidance 81,519 17.81 5,775 28.80
2026-04-23 13F Brown Miller Wealth Management, LLC 16,007 -7.17 1,134 1.43
2026-04-07 13F Financially Speaking Inc 489 35
2026-05-12 13F Portside Wealth Group, LLC 8,444 31.53 598 44.10
2026-04-16 13F Thompson Davis & Co., Inc. 6,031 0.33 427 9.77
2026-04-22 13F Apollon Wealth Management, LLC 16,408 8.66 1,162 18.81
2026-04-22 13F Portus Wealth Advisors, LLC 86 6
2026-05-21 13F Verus Capital Partners, Llc 87,829 2.94 6,222 12.56
2026-05-15 13F/A Independent Financial Group, Llc 97,668 25.18 6,919 36.85
2026-05-05 13F Crestwood Advisors Group LLC 24,561 1,740
2026-05-08 13F Evolution Wealth Advisors, LLC 208,314 1.17 14,757 10.61
2026-05-15 13F Citadel Advisors Llc Put 64,100 -6.97 4,541 1.70
2026-02-17 13F Hilltop Holdings Inc. 0 -100.00 0 -100.00
2026-04-10 13F Abound Wealth Management 90 6
2026-05-04 13F Archer Investment Corp 1,819 0.00 129 9.40
2026-05-15 13F Citadel Advisors Llc 113,217 8,020
2026-05-15 13F Citadel Advisors Llc Call 52,600 134.82 3,726 156.79
2026-05-07 13F Premier Private Wealth Management LLC 0 -100.00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 27,888 26.55 1,976 38.40
2026-05-05 13F IMC-Chicago, LLC 18,765 59.78 1,329 74.87
2026-05-05 13F Bank of New York Mellon Corp 75,069 46.16 5,318 59.81
2026-05-09 13F MSH Capital Advisors LLC 3,877 275
2026-04-10 13F Perigon Wealth Management, LLC 213,813 98.01 15,146 116.50
2026-05-14 13F Gts Securities Llc 33,305 197.23 2,359 225.38
2026-04-13 13F Mather Group, Llc. 19,196 87.48 1,360 104.98
2026-05-13 13F Federation des caisses Desjardins du Quebec 38,638 466.62 2,737 520.63
2026-05-15 13F Royal Bank Of Canada 817,433 49.86 57,907 63.85
2026-05-12 13F Creative Planning 8,378 56.89 593 71.39
2026-05-08 13F SHP Wealth Management 12,611 42.97 893 56.39
2026-04-15 13F Buttonwood Financial Group, LLC 82,332 36.01 5,832 28.23
2026-04-22 13F Tepp RIA, LLC 36,901 2,614
2026-04-24 13F Root Financial Partners, LLC 219 16
2026-05-11 13F Stonebrook Private Inc. 115,281 13.05 8,166 23.61
2026-04-23 13F Harbor Investment Advisory, Llc 0 -100.00 0
2026-05-04 13F Retirement Planning Group 3,055 216
2026-05-15 13F Quadrature Capital Ltd 0 -100.00 0
2026-05-15 13F National Bank Of Canada /fi/ 27,803 65.31 1,968 80.72
2026-04-15 13F DAVENPORT & Co LLC 5,026 24.84 356 36.92
2026-04-21 13F Claro Advisors LLC 66,783 41.22 4,731 54.42
2026-05-05 13F Members Advisory Group LLC 10,454 741
2026-04-22 13F Networth Advisors, LLC 80 31.15 6 66.67
2026-01-14 13F LVW Advisors, LLC 0 -100.00 0
2026-04-28 13F Bogart Wealth, LLC 65 44.44 5 100.00
2026-05-12 13F IFG Advisory, LLC 200 -96.43 14 -96.13
2026-05-06 13F TCFG Investment Advisors, LLC 6,464 458
2026-05-12 13F Stifel Financial Corp 578,738 13.37 40,999 23.96
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 6,047 84.47 428 101.89
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-15 13F Toroso Investments, LLC 6,968 476
2026-05-12 13F WCG Wealth Advisors LLC 27,496 17.03 1,948 27.92
2026-05-14 13F EP Wealth Advisors, Inc. 70,013 969.23 4,960 1,069.58
2026-04-21 13F Family Wealth Group, LLC 7,686 59.06 544 73.80
2026-04-24 13F James Investment Research Inc 76,425 6.04 5,414 15.93
2026-05-13 13F Prosperity Financial Group, Inc. 33,357 41.56 2,363 54.85
2026-05-15 13F Warren Averett Asset Management, LLC 4,470 317
2026-04-14 13F Westend Capital Management LLC 34 0.00 2 0.00
2026-04-15 13F Braun-Bostich & Associates Inc. 34,821 59.98 2,467 74.89
2026-05-14 13F Financial Sense Advisors, Inc. 33,212 0.56 2,353 9.96
2026-05-13 13F Visionary Wealth Advisors 7,546 -5.67 535 3.09
2026-05-04 13F Mosaic Advisors LLC 3,192 216
2026-01-09 13F SG Americas Securities, LLC 0 -100.00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 154,953 74.54 10,456 81.75
2026-04-24 13F Seamount Financial Group Inc 5,949 4.70 421 14.40
2026-04-21 13F Wedbush Securities Inc 5,209 13.56 0
2026-01-29 13F Concurrent Investment Advisors, LLC 55,326 34.99 3,585 24.53
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2,898 205
2026-05-13 13F Parkside Financial Bank & Trust 20 1
2026-04-23 13F SJS Investment Consulting Inc. 80 6
2026-05-14 13F Schroder Investment Management Group 218,760 14,941
2026-04-10 13F Cassilly Financial Group LLC 5,912 -0.34 419 8.85
2026-04-27 13F PFG Investments, LLC 3,742 265
2026-04-28 13F Golden State Equity Partners 19,979 1,415
2026-04-28 13F Raleigh Capital Management Inc. 193 -2.53 14 8.33
2026-04-21 13F Pinnacle Associates Ltd 9,715 0.41 688 9.90
2026-05-15 13F Beck Capital Management, Llc 129,437 0.00 9,169 9.34
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2026-05-12 13F Cascade Financial Partners, LLC 14,845 8.61 1,052 18.76
2026-05-13 13F Peck Wealth Management, LLC 24,664 0.19 1,747 9.60
2026-05-14 13F Simplex Trading, Llc 13,308 148.10 943 171.47
2026-05-14 13F Mcguire Capital Advisors Inc 2,233 0.00 158 9.72
2026-05-15 13F United Capital Financial Advisers, Llc 6,434 456
2026-04-23 13F Caliber Wealth Management, LLC / KS 4,105 291
2026-05-01 13F Diversify Wealth Management, Llc 8,475 -4.12 564 -16.44
2026-05-01 13F Bensler, LLC 409,770 23.25 29,028 34.76
2026-04-23 13F Mayflower Financial Advisors, LLC 48,093 64.77 3,407 80.12
2026-05-07 13F Jefferies Financial Group Inc. 7,670 543
2026-04-27 13F Truist Financial Corp 16,827 9.65 1,192 19.82
2026-04-28 13F SBI Securities Co., Ltd. 17,175 40.65 1,217 53.73
2026-04-27 13F HB Wealth Management, LLC 6,543 7.26 464 17.22
2026-05-01 13F Citizens Financial Group Inc/ri 6,767 479
2026-05-04 13F HBW Advisory Services LLC 78,996 333.90 5,596 374.64
2026-04-23 13F Embree Financial Group 79,323 123.87 5,619 144.84
2026-05-14 13F Hrt Financial Lp 0 -100.00 0
2026-05-12 13F/A Panoramic Investment Advisors, Llc 20,422 8.46 1,447 18.62
2026-05-15 13F CI Private Wealth, LLC 15,943 67.45 1,021 65.32
2026-05-14 13F Solstein Capital, LLC 32,859 0.61 2,328 10.02
2026-04-03 13F Investors Research Corp 1,037 0.00 73 8.96
2026-05-05 13F D.a. Davidson & Co. 28,556 2.14 2,023 11.65
2026-05-13 13F Capital CS Group, LLC 5,191 368
2026-05-04 13F Integrity Wealth Solutions LLC 3,149 223
2026-02-17 13F Snowden Capital Advisors LLC 13,015 846
2026-05-12 13F Advocacy Wealth Management Services, LLC 469,614 25.31 33,267 37.01
2026-04-15 13F APS Management Group, Inc. 4,278 303
2026-04-24 13F Gilliland Jeter Wealth Management LLC 8,167 159.27 579 183.33
2026-04-28 13F Kingswood Wealth Advisors, Llc 4,587 325
2026-05-08 13F Millington Financial Advisors, LLC 90,148 2.32 6,083 -5.23
2026-04-28 13F Goldstein Advisors, LLC 243,471 50.48 17,247 64.54
2026-05-08 13F Steward Partners Investment Advisory, Llc 168,338 16.52 11,925 27.40
2026-04-24 13F Private Advisor Group, LLC 157,842 36.50 11,182 49.26
2026-04-08 13F Asempa Wealth Advisors 10,704 54.44 787 75.06
2026-04-28 13F WJ Wealth Management, LLC 118,982 5.38 8,429 15.22
2026-04-15 13F Activest Wealth Management 6,876 487
2026-04-16 13F Toth Financial Advisory Corp 1,340 34.00 95 46.88
2026-05-12 13F Independent Advisor Alliance 16,426 1,164
2026-05-01 13F Avid Wealth Partners LLC 45,036 11.87 3,190 22.32
2026-05-04 13F Bank Hapoalim Bm 35,489 1.06 3 0.00
2026-05-13 13F Pioneer Family Office, LLC 30,055 2,129
2026-04-03 13F Adirondack Trust Co 564 40
2026-04-28 13F Belpointe Asset Management LLC 43,478 -11.39 3,080 -3.15
2026-04-13 13F Kelly Financial Services LLC 137,982 36.31 9,737 48.48
2026-04-22 13F Janney Montgomery Scott LLC 50,989 168.26 4 200.00
2026-04-13 13F Pettinga Financial Advisors, LLC 131,187 45.64 9,293 59.24
2026-04-28 13F Stratos Wealth Partners, LTD. 308,317 128.23 21,841 149.55
2026-05-04 13F Envestnet Asset Management Inc 1,043,894 59.98 73,949 74.92
2026-05-14 13F Allworth Financial LP 1,882 42.58 133 56.47
2026-04-17 13F Forefront Wealth Partners, LLC 22,650 1,605
2026-04-29 13F Strategic Blueprint, LLC 122,591 48.99 8,684 62.90
2026-04-23 13F Daviman Financial, LLC 36,793 71.97 2,606 88.02
2026-05-15 13F National Philanthropic Trust 4,175 296
2026-05-14 13F Atomi Financial Group, Inc. 14,548 261.17 1,031 296.15
2026-05-11 13F Beacon Capital Management, LLC 12,966 919
2026-05-13 13F GeoWealth Management, LLC 6,051 15.96 429 26.63
2026-05-15 13F Goldman Sachs Group Inc 134,400 3,095.44 9,521 3,400.00
2026-04-17 13F Swp Financial Llc 44,884 32.74 3,180 45.16
2026-05-01 13F Hantz Financial Services, Inc. 234 0.86 0
2026-05-15 13F Gateway Wealth Partners, LLC 6,983 495
2026-05-15 13F TCG Advisory Services, LLC 5,933 420
2026-04-13 13F Lauer Wealth, LLC 19,111 21.34 1,433 24.63
2026-04-16 13F Fortem Financial Group, Llc 75,873 1,664.49 5,375 1,833.09
2026-05-01 13F Mutual Advisors, LLC 37,225 91.67 2,637 109.62
2026-05-15 13F Vertex Planning Partners, LLC 53,507 51.75 3,790 65.94
2026-05-05 13F Portfolio Strategies, Inc. 277,726 1,840.24 19,677 2,022.55
2026-04-23 13F Cornerstone Wealth Management, LLC 16,304 156.80 1,155 180.78
2026-05-15 13F Gotham Asset Management, LLC 52,536 -11.74 3,722 -3.50
2026-05-15 13F Imprint Wealth LLC 5,715 80.74 405 98.04
2026-04-08 13F Sharkey, Howes & Javer 103,102 10.43 7,304 20.75
2026-05-01 13F Harwood Advisory Group, LLC 28 0.00 2 0.00
2026-05-15 13F Evergreen Wealth Solutions, LLC 4,847 34.41 343 47.21
2026-05-06 13F Alteri Wealth LLC 11,635 13.70 824 24.47
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 267,958 61.33 18,982 76.40
2026-02-06 13F Global Retirement Partners, LLC 10,462 -14.80 678 -21.46
2026-05-15 13F Tradition Wealth Management, LLC 36,683 74.42 2,599 90.75
2026-02-10 13F Weaver Consulting Group 0 -100.00 0
2026-05-05 13F Smith, Moore & Co. 33,529 145.06 2,375 168.06
2026-05-12 13F Colonial Trust Co / SC 100 7
2026-05-15 13F Morgan Stanley 3,561,154 33.19 252,272 45.62
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 63,723 74.14 4,514 90.46
2026-05-04 13F Brookwood Investment Group LLC 4,393 311
2026-04-30 13F Channing Global Advisors, Llc 0 -100.00 0
2026-05-15 13F Smartleaf Asset Management LLC 6,046 34.33 413 40.61
2026-04-08 13F Archer Investment Management, LLC 70,763 532.15 5,013 591.31
2026-04-16 13F First Community Trust Na 29 0.00 2 100.00
2026-04-22 13F Pinnacle Bancorp, Inc. 30 0.00 2 100.00
2026-04-23 13F J.w. Cole Advisors, Inc. 22,030 38.72 1,561 51.75
2026-05-01 13F TSA Wealth Managment LLC 76,467 70.14 5,417 86.05
2026-05-14 13F Dynasty Wealth Management, Llc 111,260 6.72 7,882 16.69
2026-05-14 13F Betterment LLC 5,471 0
2026-04-24 13F Black Swift Group, LLC 11,710 830
2026-05-07 13F Key Capital Management, INC 3,240 245.05 230 281.67
2026-04-09 13F Firethorn Wealth Partners, Llc 20,005 41.09 1,417 54.36
2026-04-21 13F Magnolia Private Wealth, LLC 7,125 123.92 505 144.66
2026-04-22 13F Clear Creek Financial Management, LLC 78,921 120.19 5,591 140.74
2026-05-14 13F Synergy Investment Management, LLC 63,343 91.05 4,488 108.94
2026-02-17 13F Df Dent & Co Inc 0 -100.00 0
2026-04-27 13F Transcendent Capital Group LLC 0 -100.00 0
2026-04-08 13F RDA Financial Network 6,812 109.99 483 129.52
2026-05-12 13F Advyzon Investment Management, LLC 16,083 34.77 1,139 47.35
2026-04-27 13F Beacon Financial Advisory LLC 8,071 73.94 572 90.33
2026-05-06 13F Berbice Capital Management LLC 3,288 233
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 4,645,365 151.06 329 174.17
2026-05-06 13F Sound View Wealth Advisors Group, LLC 6,707 28.98 475 41.37
2026-05-05 13F Signet Financial Management, Llc 40,197 68.69 2,848 84.51
2026-05-07 13F AlTi Global, Inc. 14,669 158.17 1,039 181.57
2026-05-11 13F Empirical Asset Management, LLC 5,165 16.91 366 27.62
2026-05-14 13F Horizon Investments, LLC 8 100.00 1
2026-04-13 13F Arwa Llc 2,941 218
2026-05-11 13F Citigroup Inc 2,433 172
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 7,503 -77.93 1 -100.00
2026-01-15 13F Saxony Capital Management, LLC 0 -100.00 0
2026-04-22 13F Advocate Investing Services LLC 2,500 177
2026-04-01 13F Confluence Investment Management Llc 123,276 -6.21 8,733 2.55
2026-05-11 13F National Wealth Management Group, LLC 22,554 24.42 1,598 36.03
2026-04-27 13F Trademark Financial Management, LLC 5,426 16.96 384 28.00
2026-04-20 13F Segment Wealth Management, LLC 65,325 4,628
2026-04-21 13F E&G Advisors, LP 3,060 217
2026-01-23 13F TFC Financial Management 0 -100.00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 10,452 -22.31 773 -19.14
2026-05-13 13F O'shaughnessy Asset Management, Llc 1,171 91.03 83 110.26
2026-05-15 13F Tower Research Capital LLC (TRC) 22 2
2026-05-15 13F Inspire Advisors, LLC 6,507 -80.36 461 -78.56
2026-05-12 13F Great Diamond Partners, LLC 36,144 -8.58 2,560 -0.04
2026-05-05 13F Bluedoor Private Wealth, Llc 25,438 -5.34 1,802 3.50
2026-04-02 13F Fulcrum Equity Management 4,138 293
2026-05-13 13F Principal Securities, Inc. 85,971 35.99 6,090 48.72
2026-05-14 13F Prudential Plc 110,000 7,792
2026-04-22 13F Quattro Financial Advisors Llc 10,300 0.00 730 9.30
2026-05-13 13F Mariner, LLC 91,174 44.34 6,459 57.82
2026-05-14 13F Kane Investment Management, Inc. 5,087 360
2026-04-13 13F Global X Japan Co., Ltd. 780,717 55,306
2026-04-29 13F CFS Investment Advisory Services, LLC 179,757 67.25 13,185 89.36
2026-05-14 13F We Are One Seven, LLC 174,906 47.31 12,390 61.08
2026-05-04 13F Alta Wealth Advisors LLC 3,310 234
2026-05-15 13F RMB Capital Management, LLC 7,280 10.32 516 20.05
2026-04-24 13F Bedminster, LLC 35,230 40.42 2,496 53.54
2026-05-15 13F Nikulski Financial, Inc. 54,907 34.25 3,890 46.75
2026-02-09 13F Mmbg Investment Advisors Co. 0 -100.00 0 -100.00
2026-05-12 13F Ameritas Advisory Services, LLC 15,456 1,095
2026-01-14 13F ORG Partners LLC 19,037 -15.63 1,234 -22.19
2026-05-13 13F Mpwm Advisory Solutions, Llc 502 11.56 36 20.69
2026-05-15 13F Perennial Investment Advisors, LLC 80,735 51.71 5,721 65.89
2026-05-13 13F Forthright Family Wealth Advisory LLC 0 -100.00 0
2026-05-15 13F Equitable Holdings, Inc. 50,463 18.27 3,301 19.43
2026-05-05 13F Atria Investments Llc 49,924 149.08 3,537 172.42
2026-04-29 13F Centerpoint Advisory Group 2,845 202
2026-05-13 13F Keystone Financial Group 105,426 31.32 7,468 43.59
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 9,453 670
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-04-23 13F Oppenheimer & Co Inc 55,198 -3.17 3,910 5.88
2026-05-13 13F BlackRock, Inc. 11,377 21.35 806 32.62
2026-04-13 13F Garrett Investment Advisors LLC 7,562 -2.99 536 5.94
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 198,550 -33.16 14,065 -26.92
2026-04-23 13F Glass Jacobson Investment Advisors llc 264 5.18 19 12.50
2026-02-17 13F Capital Insight Partners, Llc 61,594 -14.81 3,991 -21.43
2026-04-20 13F Courier Capital Llc 7,495 531
2026-04-10 13F Financial Partners Group, Inc 30,471 9.03 2,159 2.66
2026-05-06 13F Hartland & Co., LLC 25,895 287,622.22 1,834
2026-05-15 13F Ameriflex Group, Inc. 65 -93.50 5 -93.75
2026-04-20 13F Cardinal Point Capital Management, ULC 5,547 393
2026-02-13 13F Itau Unibanco Holding S.A. 0 -100.00 0
2026-05-06 13F May Hill Capital, LLC 55,132 129.73 3,906 151.29
2026-05-15 13F Ascent Group, LLC 343,515 46.84 24,335 60.56
2026-04-27 13F Sound Income Strategies, LLC 1,265 7.75 93 1.10
2026-01-29 13F Comerica Bank 8,692 11.92 563 3.30
2026-04-14 13F Focus Financial Network, Inc. 43,452 418.40 3,078 465.81
2026-05-13 13F Buckingham Strategic Partners 8,335 58.88 590 74.04
2026-05-15 13F Advisory Services Network, LLC 14,705 46.41 1,042 60.15
2026-04-09 13F Herbst Group, Llc 36,172 -18.46 2,562 -10.86
2026-04-23 13F Ewa, Llc 129,631 66.77 9,183 82.35
2026-04-16 13F Terra Nova Asset Management LLC 24,589 3.29 1,742 12.91
2026-04-29 13F Index Technologies Group LLC 7,681 2.14 544 11.70
2026-04-15 13F Ffg Retirement Advisors Llc 23,051 4.33 1,633 14.05
2026-05-07 13F Rational Advisors Llc 22,000 1,558
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-04-24 13F UMA Financial Services, Inc. 124,454 49.51 8,816 63.47
2026-05-13 13F PKS Advisory Services, LLC 16,903 24.20 1,197 35.87
2026-04-20 13F Oak Family Advisors, Llc 119,159 -9.94 8,441 -1.53
2026-04-30 13F Relyea Zuckerberg Hanson LLC 3,372 239
2026-05-11 13F Salomon & Ludwin, LLC 4 0
2026-04-20 13F Oak Family Advisors, Llc Put 1,000 71
2026-05-12 13F Thoroughbred Financial Services, Llc 20,978 1.17 1 0.00
2026-05-14 13F First International Bank of Israel Ltd. 0 -100.00 0
2026-04-15 13F Optivise Advisory Services LLC 4,631 0.52 328 10.07
2026-05-01 13F Team Financial Group, LLC 184 35.29 13 62.50
2026-05-14 13F Strategic Advisors LLC 3,940 279
2026-04-21 13F OneAscent Financial Services LLC 12,473 5.84 884 15.73
2026-05-05 13F Ethos Financial Group, LLC 46,839 38.95 3,318 51.37
2026-04-22 13F Sutton Place Investors Llc 12,452 57.74 882 72.60
2026-04-10 13F AssuredPartners Investment Advisors, LLC 31,790 2,377
2026-05-28 13F Henshaw Capital LLC 762,000 0.00 53,980 9.34
2026-05-07 13F Crewe Advisors LLC 1,741 0.00 123 9.82
2026-05-19 13F Western Wealth Management, LLC 14,371 16.61 1,018 27.57
2026-02-17 13F MGB Wealth Management, LLC 22,693 13.22 1,470 4.55
2026-05-15 13F Point72 Asset Management, L.P. 15,000 1,063
2026-04-17 13F Ignite Planners, LLC 3,190 0.00 226 -6.25
2026-04-27 13F Evolution Wealth Management Inc. 793 57.03 56 75.00
2026-05-08 13F Addison Advisors LLC 20 1
2026-05-11 13F Mountain Capital Investment Advisors, Inc 0 -100.00 0
2026-04-24 13F American Institute for Advanced Investment Management, LLP 23,332 1.52 1,653 9.84
2026-05-14 13F Menora Mivtachim Holdings Ltd. 33,050 49.89 2,341 63.94
2026-05-13 13F AE Wealth Management LLC 455,015 12.84 32,233 23.38
2026-02-09 13F Collaborative Wealth Managment Inc. 0 -100.00 0
2026-05-06 13F Virtus Family Office LLC 34,524 6.22 2,446 15.71
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 110,207 1.23 7,807 10.69
2026-05-14 13F Captrust Financial Advisors 3,919 -12.05 278 -3.82
2026-05-14 13F Captrust Financial Advisors Call 50,000 3,542
2026-05-14 13F Joseph P. Lucia & Associates, LLC 6,194 0.00 439 9.23
2026-04-20 13F Parkway Wealth Management Group, LLC 494,788 -21.12 36,738 -9.60
2026-04-23 13F Catalina Capital Group, LLC 7,844 47.47 556 61.34
2026-05-12 13F Ausdal Financial Partners, Inc. 23,223 38.39 1,645 51.33
2026-05-15 13F Brown Advisory Inc 37,753 37.27 2,674 50.14
2026-05-11 13F Savvy Advisors, Inc. 101,573 7,195
2026-04-16 13F Lifelong Wealth Advisors, Inc. 27,673 8.81 1,960 19.00
2026-04-22 13F Integrated Wealth Management 8,563 27.83 607 39.63
2026-05-09 13F ZEGA Investments, LLC 4,056 287
2026-05-14 13F Regal Investment Advisors LLC 5,980 26.61 424 38.24
2026-04-20 13F Sowell Financial Services LLC 9,134 23.08 647 34.79
2026-04-14 13F Beacon Investment Advisory Services, Inc. 100 7
2026-05-05 13F Theory Financial Llc 19,686 71.50 1,395 59.50
2026-05-13 13F Family Office Research LLC 7,055 53.87 511 69.44
2026-05-14 13F Us Bancorp \de\ 2,167 1,145.40 154 1,290.91
2026-05-07 13F Northwestern Mutual Wealth Management Co 639,965 96.20 45,335 114.53
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1,442 9.41 99 15.12
2026-04-17 13F United Advisor Group, LLC 14,996 8.16 1,062 18.26
2026-04-15 13F Seacrest Wealth Management, Llc 6,101 25.15 432 25.22
2026-05-15 13F Vestmark Advisory Solutions, Inc. 87,302 6,185
2026-04-27 13F Tsfg, Llc 84,683 18.04 6 25.00
2026-04-16 13F Evolve Private Wealth, Llc 8,469 600
2026-05-13 13F Franklin Resources Inc 24 2
2026-05-06 13F Dunhill Financial, LLC 250 0.00 18 6.25
2026-05-29 13F Keel Point, LLC 2,852 202
2026-04-24 13F Vision Financial Markets Llc 51 -49.50 4 -50.00
2026-02-17 13F Modern Wealth Management, LLC 0 -100.00 0
2026-05-13 13F BCJ Capital Management, LLC 44,839 327.24 3,176 367.75
2026-05-08 13F Pnc Financial Services Group, Inc. 8,667 105.77 614 125.37
2026-05-11 13F A4 Wealth Advisors LLC 38,638 69.99 2,737 85.94
2026-05-04 13F Mml Investors Services, Llc 314,089 38.69 22,250 51.65
2026-04-14 13F Peak Wealth Management LLC 33,563 2,378
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-05-13 13F Lantern Wealth Advisors, LLC 5,947 86.19 421 104.37
2026-05-15 13F Keating Financial Advisory Services, Inc. 1,928 37.52 137 51.11
2026-05-18 13F Bull Harbor Capital LLC 19,950 1,413
2026-05-15 13F Beacon Pointe Advisors, LLC 5,280 374
2026-04-27 13F Carter Financial Group, INC. 27,568 4.96 1,953 14.35
2026-05-19 13F Sonoma Allocations LLC 8,134 602
2026-05-05 13F PFG Advisors 31,821 2.21 2,254 11.75
2026-05-06 13F Bessemer Group Inc 235 0.00 0
2026-04-28 13F Bravias Capital Group, LLC 13,385 18.02 948 29.16
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1,681 12.07 119 22.68
2026-04-29 13F Cary Street Partners Financial Llc 2,670 189
2026-05-11 13F Phoenix Holdings Ltd. 93,177 -15.61 6,601 -7.76
2026-05-05 13F Premier Financial Group 570 42
2026-05-11 13F Founders Financial Alliance, LLC 200 14
2026-05-15 13F Advisor Group Holdings, Inc. 821,520 19.16 58,201 30.30
2026-05-18 13F Arkadios Wealth Advisors 4,386 311
2026-05-01 13F Thrivent Financial For Lutherans 542,589 -33.51 38 -28.30
2026-05-04 13F 1 North Wealth Services Llc 45 3
2026-05-13 13F Cascade Investment Group, Inc. 3,817 1.76 270 11.11
2026-05-11 13F POM Investment Strategies, LLC 933 0.00 66 10.00
2026-05-15 13F Ancora Advisors, LLC 82,609 12.39 5,852 22.89
2026-04-07 13F CoreCap Advisors, LLC 18,111 -54.84 1,283 -50.65
2026-05-08 13F Vontobel Holding Ltd. 4,442 315
2026-04-17 13F Wealthbridge Capital Management, Llc 29,243 14.09 2,072 24.76
2026-05-11 13F Wells Fargo & Company/mn 743 -64.42 53 -61.48
2026-05-15 13F Balyasny Asset Management Llc 105,900 7,502
2026-04-27 13F New England Capital Financial Advisors LLC 25 2
2026-05-05 13F Frisch Financial Group, Inc. 13,496 89.47 956 106.48
2026-04-28 13F Integrated Advisors Network LLC 25,728 123.74 1,823 144.56
2026-05-13 13F Jaffetilchin Investment Partners, LLC 6,537 463
2026-05-14 13F Loomis Sayles & Co L P 61,132 9.56 4,331 19.78
2026-05-15 13F Strategies Wealth Advisors, LLC 20,652 1,463
2026-05-06 13F Quadrant Private Wealth Management, LLC 48,524 49.26 3,437 62.58
2026-01-20 13F Austin Private Wealth, LLC 213,820 6.24 13,853 -2.00
2026-04-24 13F Tcfg Wealth Management, Llc 6,464 1.30 458 10.65
2026-05-04 13F Sigma Planning Corp 16,399 -3.23 1,162 5.74
2026-05-06 13F Assetmark, Inc 58,159 60.43 4,120 75.43
2026-05-11 13F Foundations Investment Advisors, LLC 3,938 4.90 279 14.40
2026-01-23 13F Avion Wealth 0 -100.00 0
2026-04-30 13F Beacon Financial Group 102,549 45.19 7,265 58.74
2026-05-12 13F CIBC Bancorp USA Inc. 7,930 20.88 562 21.96
2026-04-16 13F Roble, Belko & Company, Inc 29 0
2026-05-15 13F/A Arrowroot Family Office, LLC 15,476 1,096
2026-05-15 13F MAI Capital Management 20,742 19.74 1,469 30.93
2026-06-04 13F Town Capital LLC 42,904 43.00 3,039 56.41
2026-04-13 13F Winthrop Advisory Group LLC 3,746 12.06 265 22.12
2026-05-08 13F Russell Investments Group, Ltd. 2,118 1,240.51 150 1,400.00
2026-05-07 13F Wells Financial Advisors INC 831 0.00 59 9.43
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 1,700,000 120
2026-05-14 13F Capital Analysts, Inc. 49,555 921.54 4
2026-05-15 13F Change Path, LLC 292,228 50.59 20,701 64.65
2026-04-15 13F Northbridge Financial Group, Llc 43,801 -0.04 3,264 15.01
2026-05-11 13F Pathstone Holdings, LLC 5,047 0.00 358 9.51
2026-05-07 13F Advisor OS, LLC 4,085 289
2026-04-15 13F Valley National Advisers Inc 1,022 77.43 0
2026-05-06 13F Intentional Wealth Strategies, LLC 19,056 1,350
2026-05-15 13F Cerity Partners LLC 301,998 21,393
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100.00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 271 0.37 19 11.76
2026-05-15 13F Mercer Global Advisors Inc /adv 3,712 -71.60 263 -69.03
2026-04-16 13F Sweeney & Michel, Llc 5,007 33.27 373 39.18
2026-04-22 13F BigSur Wealth Management LLC 4,045 0.00 287 8.75
2026-04-23 13F Partners Wealth Management, Llc 3,010 213
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4,044,268 45.68 283,089 56.92
2026-04-17 13F BAM Wealth Management, LLC 5,991 11.29 424 21.84
2026-05-14 13F Rockefeller Capital Management L.P. 82,558 7.22 5,848 17.24
2026-05-14 13F Orion Capital Management LLC 199 0.00 14 16.67
2026-04-30 13F Csenge Advisory Group 25,435 -0.96 1,802 8.30
2026-05-08 13F Curtis Wealth Management Llc 34,627 101.31 2,453 87.18
2026-05-13 13F Lido Advisors, LLC 0 -100.00 0
2026-02-05 13F Gamco Investors, Inc. Et Al 0 -100.00 0
2026-04-22 13F Spire Wealth Management 2,287 8.80 162 18.38
2026-04-30 13F LRI Investments, LLC 750 0.00 53 10.42
2026-05-13 13F SRS Capital Advisors, Inc. 214,582 179.76 15,201 205.90
2026-02-12 13F CIBC Private Wealth Group, LLC 6,625 0.99 429 -6.74
2026-04-22 13F Coston, McIsaac & Partners 261 12.99 0
2026-05-15 13F Susquehanna International Group, Llp Call 116,400 139.01 8,246 161.33
2026-04-08 13F Accel Wealth Management 32,128 9.08 2,276 19.23
2026-05-15 13F Susquehanna International Group, Llp Put 67,800 127.52 4,803 148.81
2026-05-14 13F CIBC World Markets Inc. 94,493 15.44 6,694 26.21
2026-05-15 13F Integrated Wealth Concepts LLC 210,149 18.79 14,887 29.88
2026-05-15 13F Summit Financial, LLC 59,564 598.21 4,219 661.55
2026-01-26 13F Discipline Wealth Solutions, LLC 0 -100.00 0
2026-05-15 13F Susquehanna International Group, Llp 279,371 436.06 19,791 486.20
2026-05-11 13F Evermay Wealth Management Llc 71 0.00 5 25.00
2026-04-07 13F Park Avenue Securities Llc 169,874 67.55 12 100.00
2026-01-16 13F Trust Co Of Vermont 28 2
2026-05-08 13F Resources Investment Advisors, LLC. 982,367 79.04 69,591 95.76
2026-04-30 13F Private Trust Co Na 10,561 229.11 748 261.35
2026-05-07 13F MA Private Wealth 115,684 -4.16 8,195 4.80
2026-05-05 13F Aventura Private Wealth, LLC 193 175.71 14 225.00
2026-05-14 13F Wealth Alliance 26,385 269.74 1,869 304.55
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 243,327 35.09 17 54.55
2026-04-17 13F AdvisorNet Financial, Inc 1,346 0.30 95 10.47
2026-02-17 13F XTX Topco Ltd 0 -100.00 0
2026-05-27 13F/A Maripau Wealth Management Llc 4,614 48.93 327 63.00
2026-05-04 13F Nwam Llc 39,882 -7.12 2,825 -13.61
2026-05-11 13F L & S Advisors Inc 5,912 6.68 419 16.43
2026-05-07 13F Avidian Wealth Solutions, LLC 20,595 41.77 1,459 54.94
2026-05-13 13F Transcend Wealth Collective, Llc 6,079 431
2026-04-13 13F St Germain D J Co Inc 179 96.70 13 140.00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 10,144 14.44 719 25.09
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100.00 0
2026-05-06 13F Main Street Group, LTD 1,781 126
2026-05-14 13F Raymond James Financial Inc 1,102,762 89.29 78,120 106.97
2026-05-15 13F Fmr Llc 6,070 37.49 430 50.35
2026-05-12 13F TD Waterhouse Canada Inc. 33,555 23.39 2,462 39.75
2026-04-15 13F Cypress Wealth Services, LLC 58,703 34.18 4,159 46.72
2026-05-13 13F Lloyd Advisory Services, LLC. 1,848 -46.06 131 -41.18
2026-05-14 13F Redwood Investment Management, Llc 21,327 66.45 2
2026-04-22 13F Straight Path Wealth Management 2,900 205
2026-04-10 13F MKT Advisors LLC 6,628 11.96 490 18.40
2026-05-04 13F Bleakley Financial Group, LLC 28,993 4.30 2,054 14.06
2026-05-05 13F Mcmorgan & Co Llc 59,310 -17.41 4,202 -9.69
2026-05-04 13F Principal Financial Group Inc 53,265 -5.33 3,773 3.51
2026-04-24 13F Essex Financial Services, Inc. 8,745 5.99 619 15.92
2026-05-06 13F Tyche Wealth Partners LLC 29,004 7.10 2,055 17.10
2026-04-24 13F Walker Asset Management, LLC 7,928 9.46 562 19.62
2026-05-12 13F Colonial Trust Advisors 251 67.33 18 88.89
2026-05-11 13F Rossby Financial, LCC 955 70
2026-05-05 13F UBS Group AG 814,450 137.83 57,696 160.04
2026-06-01 13F Foguth Wealth Management, LLC. 81,761 9.67 5,521 11.49
2026-04-08 13F Sandbox Financial Partners, LLC 7,881 62.53 558 77.71
2026-04-16 13F Ttp Investments, Inc. 82,848 5,869
2026-05-13 13F Signature Equity Partners, LLC 12,872 4.29 912 14.02
2026-05-11 13F OpenArc Corporate Advisory, LLC 0 -100.00 0
2026-05-15 13F Quantinno Capital Management LP 12,187 26.37 863 38.30
2026-05-15 13F Huntington National Bank 9
2026-05-14 13F Proficio Capital Partners LLC 129,742 -13.81 9,252 -5.14
2026-05-14 13F Lbmc Investment Advisors, Llc 4,008 0.33 284 9.69
2026-05-05 13F Kickstand Ventures, Llc. 16,377 77.78 1,160 94.63
2026-04-30 13F Sequoia Financial Advisors, LLC 10,265 15.43 727 26.22
2026-04-28 13F Golden State Wealth Management, LLC 5,869 416
2026-05-13 13F Scotia Capital Inc. 11,380 806
2026-04-13 13F Creative Financial Designs Inc /adv 7,255 47.37 514 61.32
2026-05-07 13F Scarborough Advisors, LLC 145,442 59.94 10,303 74.89
2026-05-11 13F Great Valley Advisor Group, Inc. 23,021 27.38 1,631 39.32
2026-05-11 13F Nomura Asset Management Co Ltd 25,794 1,827
2026-04-30 13F ETF Store, Inc. 3,891 21.14 276 32.21
2026-05-13 13F Calton & Associates, Inc. 4,293 304
2026-04-27 13F Nvwm, Llc 7,645 -14.00 542 -5.91
2026-04-29 13F San Luis Wealth Advisors LLC 49,249 3,489
2026-05-06 13F PeakShares LLC 1,973 140
2026-05-11 13F Potentia Wealth 152,343 -7.10 10,792 1.57
2026-05-04 13F Geneos Wealth Management Inc. 7,844 92.21 556 110.23
2026-05-12 13F Riggs Asset Managment Co. Inc. 117,815 -6.38 8,346 2.37
2026-01-29 13F Kercheville Advisors, LLC 0 -100.00 0 -100.00
2026-04-28 13F Hobbs Wealth Management, LLC 47,273 16.69 3,349 27.59
2026-05-15 13F Bank Of America Corp /de/ 9,575,995 30.93 678,363 43.16
2026-04-20 13F Skyline Advisors, Inc. 33,630 2,382
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-04-30 13F Owen LaRue, LLC 23,349 11.04 1,654 21.44
2026-05-12 13F Kingsview Wealth Management, LLC 32,100 863.67 2,274 957.21
2026-04-13 13F IFP Advisors, Inc 32,279 39.55 2,287 52.60
2026-04-23 13F WealthPoint Financial, LLC 13,002 0.00 842 0.00
2026-04-29 13F American Capital Advisory, LLC 100 0.00 7 16.67
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 71,573 54.12 5,070 68.55
2026-05-15 13F Cresset Asset Management, LLC 16,547 237.28 1,172 268.55
2026-04-14 13F Prospera Financial Services Inc 14,104 25.75 999 37.60
2026-05-12 13F WealthTrak Capital Management LLC 16,501 33.57 1,169 46.00
2026-05-13 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2026-05-13 13F Kingdom Financial Group LLC. 1,848 139.07 131 160.00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-11 13F MCF Advisors LLC 7,171 508
2026-05-06 13F GatePass Capital, LLC 8,998 101.07 637 120.42
2026-04-17 13F Watershed Private Wealth Llc 75,001 -0.44 5,313 8.85
2026-05-14 13F Financial Network Wealth Advisors LLC 223 72.87 16 87.50
2026-04-20 13F Chatterton & Associates Inc. 20,999 121.04 1,559 153.50
2026-05-13 13F Envision Financial Transparency, LLC 76,894 5
2026-05-27 13F Security Financial Services, INC. 139,546 45.67 9,885 59.28
2026-04-24 13F Midwest Capital Advisors, LLC 96,120 52.21 6,809 66.44
2026-05-13 13F Ubs Asset Management Americas Inc 160 11
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 24,480 5.96 1,734 15.91
2026-05-15 13F Harbour Investments, Inc. 9,886 38.50 700 51.52
2026-05-08 13F New England Private Wealth Advisors LLC 12,511 42.28 886 55.71
2026-04-08 13F Ehrlich Financial Group 82,671 70.58 5,856 86.50
2026-04-15 13F Signature Estate & Investment Advisors Llc 5,050 358
2026-05-14 13F HighPoint Advisor Group LLC 12,005 2.98 850 12.58
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