Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em HealthEquity, Inc. incluem Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Park West Asset Management LLC, Vanguard Fiduciary Trust Co, Mirova, VANGUARD ASSET MANAGEMENT, Ltd, Cornerstone Advisors, LLC, Thompson Investment Management, Inc., Beacon Investment Advisory Services, Inc., Oxbow Advisors, LLC, Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., CWA Asset Management Group, LLC, Expect Equity LLC, Integrated Wealth Concepts LLC, Freestone Grove Partners LP, Pinebridge Investments Llc, Mangrove Partners, Numerai GP LLC, e Nicolet Bankshares Inc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8,304 | 37.44 | 694 | 25.32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14,395 | 1,203 | ||||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 6,350 | 531 | ||||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 8,616 | 720 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 44,162 | 230.43 | 3,691 | 201.47 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 322,228 | 3,440.97 | 26,922 | 3,023.09 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 6,088 | 509 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9,595 | 19.24 | 802 | 8.68 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 7 | 40.00 | 1 | |||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 7,202,934 | 9.31 | 601,949 | -0.29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9,056 | 55.31 | 757 | 41.57 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 6,700 | 559 | ||||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 9,683 | 809 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 189 | 310.87 | 16 | 275.00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 14,240 | 22.95 | 1,190 | 12.16 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 453 | 223.57 | 37 | 208.33 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3,419 | 48.33 | 0 | |||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 11,966 | 116.74 | 1,000 | 97.82 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 77,914 | 23.40 | 6,511 | 12.59 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 6,170 | 54.56 | 516 | 41.10 | ||||
| 2026-05-15 | 13F | State Street Corp | 3,099,897 | 0.29 | 259,058 | -8.52 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 14,036 | 0.54 | 1,151 | -9.94 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2,879 | 3,843.84 | 264 | 4,283.33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 3,409 | 51.92 | 312 | 47.17 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 271 | 25 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 8,610 | 86.77 | 720 | 70.38 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 224 | 45.45 | 19 | 28.57 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 77,477 | 6,475 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 120,368 | 7.18 | 10,059 | -2.22 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 20,437 | 366.07 | 1,686 | 320.45 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 986 | 82 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 138,868 | 28.87 | 11,605 | 17.57 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3,684 | 0.68 | 308 | -8.36 | ||||
| 2026-04-23 | 13F | Peregrine Capital Management Llc | 126,231 | 16.07 | 10,549 | 5.89 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 100 | 8 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16,872 | 219.24 | 1,410 | 191.12 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 194,861 | 2.45 | 16,285 | -6.54 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 5,700 | 90.00 | 522 | 83.80 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10,948 | 7.15 | 915 | -2.25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 47,049 | 0.01 | 3,932 | -8.77 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 38,086 | 24.27 | 3,183 | 13.36 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 75,402 | 0.03 | 6,301 | -8.75 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 34,876 | 2,915 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 3,494 | 54.60 | 292 | 40.58 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3,795 | 317 | ||||||
| 2026-05-13 | 13F | Havemeyer Place LP | 6,189 | 517 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 173,854 | 7.52 | 14,529 | -1.92 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,035 | 46.60 | 86 | 34.38 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Holocene Advisors, LP | 2,680 | 224 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 15,000 | 45.63 | 1,254 | 32.87 | |||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 862,008 | 43.46 | 72,038 | 30.87 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 1,281,657 | 9.37 | 107,108 | -0.99 | ||||
| 2026-05-14 | 13F | SMA Capital LLC | 295 | 25 | ||||||
| 2026-05-08 | 13F | Cornerstone Advisors, LLC | 72,024 | 6,019 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 2,900 | 242 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 464 | 2.20 | 39 | -7.32 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 127,156 | 25.42 | 10,626 | 14.42 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 82,831 | 6.84 | 6,922 | -2.53 | ||||
| 2026-05-13 | 13F/A | CWM Advisors, LLC | 3,827 | 5.63 | 320 | -3.63 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 464,315 | 0.31 | 39 | -9.52 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3,077 | 282 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 64 | 3.23 | 5 | 0.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6,325 | 27.16 | 529 | 16.04 | ||||
| 2026-05-06 | 13F | California Public Employees Retirement System | 153,570 | 0.53 | 12,834 | -8.30 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 4,371 | 10.30 | 365 | 0.55 | ||||
| 2026-04-29 | 13F | Swedbank AB | 706,300 | 61.51 | 59,025 | 47.34 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4,435 | 17.02 | 371 | 5.41 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 100,604 | 23.72 | 8,407 | 12.86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 553 | 18,333.33 | 46 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 78 | 23.81 | 7 | 20.00 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 97,000 | 8,106 | ||||||
| 2026-05-15 | 13F | Amundi | 67,592 | 2,130.76 | 5,649 | 1,938.99 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 3,642 | 1.73 | 304 | -7.03 | ||||
| 2026-05-15 | 13F | Castleark Management Llc | 48,510 | 4,054 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 13,440 | 8.91 | 1,123 | -0.62 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 5,539 | 463 | ||||||
| 2026-05-11 | 13F | Montanaro Asset Management Ltd | 50,800 | 36.56 | 4,245 | 24.60 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 12,161 | 14.93 | 1,016 | 4.85 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 321 | 8.81 | 27 | -3.70 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4,998 | 1.15 | 418 | -7.74 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 8 | 1 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 8,352 | 20.54 | 698 | 9.94 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6,790 | 567 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 213,645 | 0.63 | 17,854 | -8.20 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 54,855 | 4,584 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 21,864 | 1,827 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2,578 | 7.46 | 215 | -1.83 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 5,694 | 476 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 179,353 | 14,989 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 135 | 11 | ||||||
| 2026-05-15 | 13F | Expect Equity LLC | 15,540 | 1,299 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 3,687 | 0.99 | 308 | -7.78 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 57,666 | 4,819 | ||||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 2,505 | 209 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 6 | 1 | ||||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 57,319 | 4,790 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 69,068 | 39.24 | 5,772 | 26.97 | ||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 1,174,070 | 4.96 | 98,117 | -4.25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 268,832 | 24.88 | 22,466 | 13.92 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 5,354 | 35.72 | 447 | 23.82 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 253,336 | 217.95 | 21,171 | 190.05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 59,500 | 1,316.67 | 4,972 | 1,194.79 | |||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 5,373 | 13.21 | 449 | 3.46 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 14,929 | 26.75 | 1,248 | 15.68 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 20,951 | 72.08 | 1,751 | 56.95 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 228 | 16.92 | 19 | 11.76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6,354 | 101.08 | 531 | 83.74 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 12 | 500.00 | 1 | |||||
| 2026-05-08 | 13F | Eurizon Capital SGR S.p.A. | 1,368 | 8.92 | 112 | -3.45 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 12,988 | 75.40 | 1,085 | |||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 75 | 6 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1,175,339 | 3.76 | 98,223 | -5.35 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 453 | 35.22 | 38 | 23.33 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 680,462 | 0.95 | 56,866 | -7.91 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 3,208 | 1.81 | 0 | |||||
| 2026-05-11 | 13F | Allstate Corp | 27,372 | 2,287 | ||||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 49,912 | 6.47 | 4,171 | -2.86 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1,387 | 14.25 | 127 | 10.43 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 76 | 6 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 180 | 15 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 65,890 | 21.24 | 5,506 | 10.61 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 30,287 | 10.88 | 2,531 | 1.16 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2,459 | 2.63 | 206 | -6.39 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 107 | 791.67 | 9 | 700.00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 21,565 | 1,802 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 24,800 | 4.20 | 2,073 | -4.95 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 4,163,593 | 347,951 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 37,400 | 53.91 | 3,126 | 40.39 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 29,359 | 107.28 | 2,454 | 89.13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 22 | 2 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 234 | 23,300.00 | 20 | |||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 29,221 | 14.14 | 2,442 | 4.09 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 33 | 50.00 | 3 | 0.00 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 11 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25,200 | 2,370.59 | 2,106 | 2,164.52 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 48 | 336.36 | 4 | 300.00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 248,915 | 0.38 | 20,802 | -8.43 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 29,923 | 26.28 | 2,501 | 15.21 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1,015,434 | 157.45 | 84,860 | 133.27 | ||||
| 2026-05-15 | 13F | Shay Capital LLC | 13,000 | 1,086 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 14,208 | 18.95 | 1,187 | 8.50 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 67,200 | 592.78 | 5,616 | 532.32 | |||
| 2026-05-05 | 13F | UBS Group AG | Call | 19,600 | 145.00 | 1,638 | 123.63 | |||
| 2026-05-05 | 13F | UBS Group AG | 786,667 | 27.35 | 65,742 | 16.17 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 74 | 6 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 17,773 | 2.38 | 1,485 | -6.60 | ||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 30,216 | 22.75 | 3 | 0.00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 53 | 15.22 | 4 | 0.00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32,269 | 14.39 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 14,146 | 15.97 | 1,182 | 5.82 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3,170 | 30.35 | 265 | 18.92 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 28,181 | 373.55 | 2,361 | 333.21 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 379 | 6.46 | 32 | -3.12 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 98,314 | 23.70 | 8,216 | 12.86 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1,299 | 21.40 | 109 | 10.20 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 27,800 | 5.31 | 2,323 | -3.93 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,962 | 164 | ||||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 28,511 | 1.34 | 2,383 | -7.57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2,092,223 | 18.72 | 172,587 | 6.90 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 276,723 | 29.67 | 25,351 | 25.35 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 17,354 | 31.05 | 1 | 0.00 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 396 | 33 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6,907 | 34.96 | 577 | 23.03 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 20,522 | 0.98 | 1,715 | -7.85 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 388,422 | 4.03 | 32 | -5.88 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2,872 | 4.21 | 240 | -4.76 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 14,523 | 31.41 | 1,214 | 19.86 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 3,720 | 311 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 12,500 | 1,045 | ||||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 37,653 | 3,147 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 63,981 | 5,347 | ||||||
| 2026-05-15 | 13F | Mangrove Partners | 8,798 | 735 | ||||||
| 2026-05-15 | 13F | Man Group plc | 423,282 | 53.12 | 35,374 | 39.68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 283 | 8.02 | 24 | -4.17 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1,627,039 | 2.86 | 135,957 | -6.18 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | 382 | 159.86 | 32 | 138.46 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 100 | 8 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 3 | 50.00 | 0 | |||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 4 | 33.33 | 0 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 3,502 | 5.39 | 293 | -3.95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 610 | 0.99 | 51 | -9.09 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 835,072 | 196.51 | 69,787 | 170.49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 60,718 | 35.77 | 5,074 | 23.88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 126 | 152.00 | 11 | 150.00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 15,774 | 24.27 | 1,318 | 13.43 | ||||
| 2026-05-14 | 13F | Mirova | 80,608 | 6,736 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2,744 | 229 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 29,272 | 40.10 | 2,446 | 27.80 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 4,247 | 15.38 | 355 | 5.04 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 12 | 1 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 4 | 0 | ||||||
| 2026-05-13 | 13F | Prudential Financial Inc | 42,075 | 10.83 | 3,516 | 1.12 | ||||
| 2026-05-12 | 13F | Creative Planning | 65,089 | 9.13 | 5,439 | -0.46 | ||||
| 2026-05-15 | 13F | Park West Asset Management LLC | 623,156 | 52,077 | ||||||
| 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 | 594,435 | 49,677 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 32,977 | 25.42 | 3 | 0.00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6,021 | 160.88 | 509 | 149.51 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 73 | 0 | ||||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 13,451 | 1 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26,251 | 1.19 | 2,194 | -7.70 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 13 | 85.71 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 36,168 | 23.97 | 3,023 | 13.10 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 52,310 | 4,372 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 3 | 0 | ||||||
| 2026-05-08 | 13F | Alps Advisors Inc | 9,165 | 5.21 | 766 | -4.14 | ||||
| 2026-05-08 | 13F | Re Advisers Corp | 40,200 | 22.56 | 3,360 | 11.82 | ||||
| 2026-05-15 | 13F | Cadian Capital Management, Lp | 832,700 | 46.94 | 69,589 | 34.04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 38,247 | 53.26 | 3,196 | 39.81 | ||||
| 2026-05-15 | 13F | Dark Forest Capital Management Lp | 23,896 | 1,997 | ||||||
| 2026-04-30 | 13F | Peterson Wealth Services | 7,723 | 7.01 | 645 | -2.42 | ||||
| 2026-05-15 | 13F | Oberweis Asset Management Inc/ | 166,641 | 17.70 | 13,926 | 7.37 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 850,411 | 3.68 | 71,068 | -5.42 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 17,576 | 2.33 | 1,469 | -6.68 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 51 | 325.00 | 4 | 300.00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4,471 | 374 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 90,553 | 0.13 | 7,378 | -3.20 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4,113 | 25.90 | 344 | 14.72 | ||||
| 2026-04-28 | 13F | Everence Capital Management Inc | 2,811 | 15.68 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1,610 | 1,119.70 | 135 | 1,016.67 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 50,580 | 14.13 | 4,227 | 4.11 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17,146 | 18.32 | 1,433 | 7.91 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 18 | 2 | ||||||
| 2026-05-15 | 13F | Greenhouse Funds LLLP | 1,257,854 | 16.50 | 105,119 | 6.28 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 6,526 | 27.04 | 545 | 15.96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,183,411 | 1.55 | 96,424 | -9.68 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5,836 | 488 | ||||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 2,839 | 231 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 241 | 14.22 | 20 | 5.26 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20,286 | 0.69 | 1,695 | -9.02 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 28,909 | 473.48 | 2,416 | 423.86 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 15 | 1 | ||||||
| 2026-05-15 | 13F | Numerai GP LLC | 7,658 | 640 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 | 0 | ||||||
| 2026-05-14 | 13F | Advisory Research Inc | 36,809 | 74.71 | 3,076 | 59.38 | ||||
| 2026-02-10 | 13F | Norges Bank | 730,567 | 66,927 | ||||||
| 2026-05-15 | 13F | Frontier Capital Management Co Llc | 192,400 | 50.73 | 16,079 | 37.50 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 36,933 | 1.87 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,269 | 459.03 | 106 | 430.00 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 45,171 | 22.45 | 3,775 | 125,700.00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8,762 | 732 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5,200 | 0.95 | 435 | -7.86 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 6,200 | 72.22 | 568 | 66.28 | ||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 48,391 | 53.50 | 4,044 | 40.03 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 5,914 | 13.58 | 494 | 3.56 | ||||
| 2026-05-15 | 13F | Granahan Investment Management Inc/ma | 122,099 | 34.15 | 10,204 | 22.37 | ||||
| 2026-05-15 | 13F | Portolan Capital Management, LLC | 101,646 | 8,495 | ||||||
| 2026-04-15 | 13F | Steadtrust LLC | 7,020 | 128.66 | 587 | 108.54 | ||||
| 2026-04-27 | 13F | New York State Teachers Retirement System | 83,898 | 6.47 | 7 | 0.00 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 2,259,646 | 2.65 | 188,871 | -6.35 | ||||
| 2026-05-14 | 13F | Pinebridge Investments Llc | 9,466 | 791 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 304,049 | 9.60 | 25,409 | -0.02 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 141,900 | 39.12 | 11,859 | 26.90 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 5,881 | 23.63 | 491 | 12.87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 18,744 | 108.04 | 1,013 | 15.92 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 28,455 | 13.08 | 2,378 | 3.12 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 668,945 | 7.16 | 61,282 | 3.58 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 125,608 | 14.06 | 10,497 | 4.05 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 52,919 | 58.21 | 4,422 | 44.32 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1,036,174 | 1.76 | 86,593 | -7.17 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 28,800 | 10.77 | 2,407 | 1.05 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 192,993 | 144.80 | 16,128 | 123.32 | ||||
| 2026-05-13 | 13F | State of Wyoming | 10,367 | 866 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2,485,913 | 67.28 | 207,748 | 52.60 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 24 | 380.00 | 2 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27,425 | 1,050.38 | 2,290 | 950.00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 6,783 | 1.91 | 574 | -7.72 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3,823,804 | 319,555 | ||||||
| 2026-04-15 | 13F | Avanza Fonder AB | 3,469 | 12.70 | 290 | 2.85 |
