Estatísticas Básicas
| Proprietários Institucionais | 184 total, 184 long only, 0 short only, 0 long/short - change of 7.48% MRQ |
| Alocação Média no Portfólio | 0.9621 % - change of -36.77% MRQ |
| Ações Institucionais (Longas) | 40,689,719 (ex 13D/G) - change of 1.29MM shares 11.00% MRQ |
| Valor Institucional (Longa) | $ 868,018 USD ($1000) |
Propriedade Institucional e Acionistas
SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF (MX:SPLB) tem 184 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 40,689,719 ações. Os maiores acionistas incluem State Street Corp, LPL Financial LLC, Envestnet Asset Management Inc, Sona Asset Management (us) Llc, Rockland Trust Co, Bramshill Investments, LLC, Nyl Investors Llc, Thrivent Financial For Lutherans, Bank Of America Corp /de/, and Morgan Stanley .
SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF (BMV:SPLB) 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 18,516 | 40.39 | 411 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 594,232 | 466.74 | 13,204 | 457.79 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 72,915 | -64.36 | 1,620 | -64.93 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 1,781,208 | 256.24 | 39,578 | 250.56 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 63,149 | 3.94 | 1,403 | 2.33 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 76 | -1.30 | 2 | 0.00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 223,686 | -30.26 | 5 | -42.86 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 167,151 | 58.56 | 3,714 | 56.05 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3,246,052 | 222.02 | 72,127 | 216.89 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 139 | 504.35 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 97,476 | 236.14 | 2,166 | 231.04 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3,518 | -1.57 | 78 | -4.94 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 50,344 | 0.01 | 1,119 | -1.58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2,971 | 210.45 | 66 | 214.29 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 75,872 | 10.31 | 1,690 | 168,800.00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 76,121 | 4.67 | 1,691 | 2.98 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7,773 | -77.63 | 172 | -78.06 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4,331 | 96 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 15,862 | -0.81 | 352 | -3.03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 50 | 257.14 | 1 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 376,158 | 4.39 | 8,358 | 2.73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 751,225 | 7.58 | 16,692 | 5.87 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5,075 | 0.00 | 113 | -1.75 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 161,244 | 213.45 | 3,583 | 208.53 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3,298 | 0.89 | 73 | 0.00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 17,154 | 381 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 665,442 | 41.47 | 14,786 | 39.21 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 26,857 | -21.87 | 597 | -23.20 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 23,971 | 0.00 | 533 | -1.66 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 52,876 | 8.79 | 1,175 | 7.02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79,198 | 89.70 | 925 | -1.80 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4,742 | -6.65 | 105 | -7.89 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 27,370 | -21.95 | 608 | -23.14 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 18,106 | -12.16 | 397 | -14.84 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 751 | 19.02 | 17 | 14.29 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 6,144 | 137 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 129,706 | -55.80 | 2,882 | -56.50 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11,180 | 0.86 | 248 | -1.20 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 36,587 | -2.13 | 813 | -3.79 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 95,593 | 141.65 | 2,124 | 137.85 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 41,392 | -10.75 | 920 | -12.23 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,000 | 0.00 | 22 | 0.00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 37,602 | -14.08 | 836 | -15.91 | ||||
| 2026-05-05 | 13F | PFG Advisors | 428,104 | 6.45 | 9,512 | 4.75 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1,004 | 22 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 69,958 | 202.63 | 1,554 | 198.27 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 156 | 3 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 18,787 | 417 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 17,397 | 136.18 | 387 | 132.53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 20 | 0 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 819 | 1,200.00 | 18 | 1,700.00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 496,638 | 210.54 | 11,035 | 205.59 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 1 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 380,894 | 3.18 | 8,463 | 1.54 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 13 | 1,200.00 | 0 | |||||
| 2026-04-07 | 13F | Boltwood Capital Management | 45,000 | -0.44 | 1,000 | -2.06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 873 | 1.99 | 19 | 0.00 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 2,345,000 | 52,106 | ||||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13,007 | 17.33 | 289 | 15.60 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13,899 | 0.85 | 309 | -0.96 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 19,086 | -81.98 | 424 | -82.26 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 247,795 | -27.01 | 5,506 | -28.17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 201,671 | -11.81 | 4,481 | -13.21 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 103,453 | -10.14 | 2,299 | -11.58 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 64,187 | 1,449 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 77 | -86.27 | 2 | -91.67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 550,889 | 11.75 | 12,241 | 9.96 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 | 0.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73,767 | -7.61 | 1,639 | 4,582.86 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42,170 | 16.15 | 937 | 14.41 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20,641 | 459 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 26,729 | 594 | ||||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 325,655 | -9.48 | 7,353 | -8.05 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 14,015 | 47.99 | 311 | 46.01 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 8 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 949,369 | 1.69 | 21,095 | 0.07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1,939,392 | 6.32 | 43,093 | 4.62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2,203 | 9.88 | 50 | 6.52 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3,370 | 9,261.11 | 75 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 792 | 0.00 | 18 | 0.00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 90 | 1.12 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 11,565 | 0.00 | 257 | -1.92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 80,815 | 64.07 | 1,796 | 61.42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 262,429 | 38.06 | 5,831 | 35.89 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2,476 | 0.00 | 55 | 0.00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5,142 | 207.72 | 114 | 208.11 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Conning Inc. | 124,080 | 0.00 | 2,757 | -1.57 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1 | |||||||
| 2026-02-25 | 13F | Revere Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 42,920 | 0.00 | 954 | -1.65 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 8,644 | -6.06 | 192 | -7.25 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 21,817 | 485 | ||||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 376,210 | 12.21 | 8,359 | 10.42 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 40,658 | 2.61 | 903 | 1.01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 53,159 | 312,600.00 | 1,181 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 17,600 | -22.32 | 397 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 435 | -33.69 | 10 | -35.71 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | State Street Corp | 7,080,029 | 119.13 | 157,318 | 115.63 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | KKM Financial LLC | 34,150 | 0.00 | 771 | 0.00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10,273 | 0.58 | 228 | -0.87 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 10,442 | -42.25 | 232 | -43.28 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 599,372 | 56.29 | 13,318 | 53.81 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 340,155 | 26.01 | 7,558 | 24.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 535,588 | 142.22 | 11,901 | 138.38 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 19,240 | 428 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 33,597 | 6.70 | 747 | 5.07 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 107,306 | 4.90 | 2,384 | 3.25 | ||||
| 2026-05-15 | 13F | Fmr Llc | 543 | -8.43 | 12 | -7.69 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 415,920 | -12.07 | 9,242 | -13.46 | ||||
| 2026-04-10 | 13F | Novem Group | 62,457 | 8.70 | 1,388 | 6.94 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1,059 | 0.00 | 24 | 0.00 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 164,340 | 3,652 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 11,915 | 193.69 | 265 | 183.87 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 994 | -94.69 | 22 | -94.79 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 204,991 | 4,555 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 18,914 | -0.22 | 420 | -1.87 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 335,000 | 26.42 | 7,444 | 24.40 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 259,210 | -3.72 | 5,760 | -5.25 | ||||
| 2026-02-13 | 13F | Dow Chemical Co /de/ | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 218.75 | 1 | |||||
| 2026-04-07 | 13F | Eastern Bank | 95 | 0.00 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11,675 | 259 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9,600 | 213 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,830 | 0.27 | 41 | -2.44 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 11,943 | 0.16 | 265 | -1.86 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 39,163 | -0.69 | 870 | -2.25 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,401 | 31 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 109 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 692 | 15 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 112,937 | 32.67 | 2,510 | 30.54 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 4,231,971 | 76.16 | 94,034 | 73.35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7,817 | -8.89 | 174 | -10.36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18,347 | -3.47 | 408 | -5.13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8,072 | 3.10 | 179 | 1.70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 518,888 | 302.99 | 11,530 | 296.59 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 65,445 | 1,454 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 81,423 | 15.72 | 1,809 | 13.92 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 10,736 | 239 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 51,610 | -9.93 | 1,147 | -11.36 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 20,144 | 54.40 | 448 | 52.04 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46,395 | 184.25 | 1,031 | 179.89 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 44,719 | 171.42 | 994 | 166.94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 39,952 | 250.89 | 888 | 245.14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 236,225 | 264.93 | 5 | 400.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31,899 | 218.61 | 709 | 213.27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1,121,090 | 7.99 | 25 | 4.35 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11,994 | 267 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 32,863 | 208.98 | 730 | 204.17 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 185,956 | 5.66 | 4,132 | 3.98 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 25,964 | 577 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 38,453 | -95.30 | 854 | -95.40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1,214 | 10.36 | 27 | 8.00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11,001 | 0 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 240,446 | 5,343 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69,735 | 26.86 | 1,550 | 24.82 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 118,771 | 208.02 | 2,639 | 203.33 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 29,003 | -8.89 | 644 | -10.31 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27,470 | 610 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 94,424 | -71.18 | 2,132 | -71.85 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 371,370 | 11.05 | 8,252 | 9.28 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 14,436 | -3.51 | 321 | -5.04 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 76 | 0.00 | 2 | 0.00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84,423 | 193.69 | 1,876 | 188.91 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13,605 | 302 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 169,378 | 427.31 | 3,781 | 419.94 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 1,456,598 | 0.00 | 32,366 | -1.59 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 4,784 | 107 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11,359 | 23.03 | 252 | 21.15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9,140 | 206 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37,833 | 6.42 | 841 | 4.74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 43,223 | 10.71 | 960 | 8.97 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13,865 | 308 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 95 | 1.06 | 2 | 0.00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7,664 | 2.17 | 170 | 0.59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 18,132 | -1.37 | 403 | -2.89 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1,729 | 1,910.47 | 38 | 3,700.00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 27,986 | 181.92 | 622 | 177.23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 179,556 | 5.12 | 3,959 | 2.64 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 73,814 | 2.45 | 1,640 | 0.86 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 961,700 | -49.43 | 21,369 | -50.24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 84,048 | 2.70 | 1,835 | -0.70 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 17,803 | -30.85 | 396 | -32.01 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 552,122 | -12.58 | 12,268 | -13.98 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2,341 | -8.95 | 52 | -10.34 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 15,139 | -2.71 | 336 | -4.27 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 121,429 | -0.10 | 2,698 | -1.68 |
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