MX:XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF - Propriedade Institucional - Compradores

The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
MX ˙ BMV ˙ US81369Y4070
Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF incluem BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp, LightSquare Wealth Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Evergreen Wealth Solutions, LLC, Calamos Advisors LLC, Payne Capital LLC, Macro Advisors, Inc., Sanchez Gaunt Capital Management, LLC, Summit Wealth Partners, LLC, Encore Global Management, LP, Quarry LP, Hills Bank & Trust Co, Cornerstone Select Advisors, LLC, Diversify Wealth Management, Llc, Ccg Wealth Management, Llc, Spartan Wealth Advisory Services LLC, Bulltick Wealth Management, LLC, Fairview Capital Investment Management, Llc, TAGStone Capital, Inc., e Evolve Private Wealth, Llc .

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.
(%)
2026-04-16 13F Balboa Wealth Partners 3,073 15.44 335 5.36
2026-04-13 13F Mather Group, Llc. 634 69
2026-04-07 13F Signaturefd, Llc 514 41.21 56 30.23
2026-05-16 13F Encore Global Management, LP 11,880 1,295
2026-05-11 13F TAGStone Capital, Inc. 3,390 369
2026-05-15 13F Windsor Advisory Group, LLC 344 37
2026-05-15 13F Tudor Investment Corp Et Al 256,729 190.36 27,978 165.02
2026-05-15 13F Tudor Investment Corp Et Al Put 702,800 16.59 76,591 6.41
2026-05-15 13F Gotham Asset Management, LLC 40,826 1.12 4,449 -7.72
2026-05-15 13F Tudor Investment Corp Et Al Call 238,000 157.58 25,937 135.09
2026-05-07 13F Greykasell Wealth Strategies, Inc. 217 25.43 24 15.00
2026-04-20 13F Tower View Investment Management & Research LLC 196 0.51 21 -8.70
2026-05-12 13F Bnp Paribas Arbitrage, Sa 36,649 77.81 3,994 62.29
2026-04-28 13F Tempus Wealth Planning, LLC 5,188 0.02 565 -8.72
2026-02-17 13F SageView Advisory Group, LLC 396 47
2026-04-30 13F Colton Groome Financial Advisors, Llc 69,567 17.89 7,581 7.59
2026-05-04 13F Calamos Advisors LLC 16,962 1,849
2026-05-14 13F Fca Corp /tx 42,067 1.18 4,584 -7.66
2026-04-17 13F Certified Advisory Corp 23,954 4.08 2,610 -5.02
2026-05-11 13F Fourth Dimension Wealth, LLC 37,641 7.35 4,102 -2.03
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 13,088 8.89 1,426 -0.63
2026-05-13 13F Federation des caisses Desjardins du Quebec 142,174 433.43 15,480 386.46
2026-04-27 13F Mount Yale Investment Advisors, LLC 84,710 121.79 9,232 102.43
2026-05-11 13F F/M Investments LLC 3,110 10.21 339 0.60
2026-05-15 13F 1607 Capital Partners, LLC 7,000 763
2026-01-29 13F Comerica Bank 108,445 97.82 12,949 -1.43
2026-05-01 13F/A Lodestone Wealth Management LLC 1,913 14.00 208 4.00
2026-05-15 13F Bramshill Investments, LLC 11,500 35.29 1,253 23.57
2026-05-07 13F Mullooly Asset Management, Inc. 3,966 0.23 432 -8.47
2026-04-07 13F First Citizens Financial Corp 7,590 0.64 827 -8.11
2026-05-12 13F Kingsview Wealth Management, LLC 146,038 1,282.41 15,915 1,162.09
2026-05-15 13F Nomura Holdings Inc Put 140,000 15,257
2026-05-05 13F Atria Investments Llc 75,611 30.61 8,240 19.21
2026-05-12 13F Benjamin Edwards Inc 66,566 2.09 7,255 -6.82
2026-04-21 13F Venturi Wealth Management, LLC 52,771 57.53 5,751 43.75
2026-05-11 13F Commerce Bank 42,389 11.49 4,620 1.74
2026-05-15 13F Man Group plc Put 3,800 414
2026-05-12 13F Straightline Group Llc 18,357 6.65 2,001 -5.62
2026-04-08 13F Cadent Capital Advisors, LLC 124,030 3.02 13,517 -5.98
2026-05-15 13F Man Group plc Call 3,800 414
2026-05-15 13F 10Elms LLP 17,451 13.50 2,005 9.20
2026-04-29 13F/A Salem Investment Counselors Inc 508 55
2026-05-15 13F Charles Schwab Investment Management Inc 1,273,395 17.38 138,775 7.12
2026-05-14 13F Venture Visionary Partners LLC 5,041 7.74 549 -1.61
2026-04-14 13F Nova Wealth Management, Inc. 74 8
2026-04-08 13F Roberts Wealth Advisors, LLC 12,397 11.26 1,351 1.50
2026-04-27 13F BIP Wealth, LLC 3,312 14.44 361 4.35
2026-05-15 13F Perbak Capital Partners LLP 155,076 16,900
2026-04-28 13F Berger Financial Group, Inc 3,710 0.05 404 -8.60
2026-05-15 13F DV Trading LLC 33,251 266.64 3,624 234.84
2026-05-05 13F Allspring Global Investments Holdings, LLC 75,347 10.81 8,273 2.81
2026-05-14 13F Jump Financial, LLC 535,467 590.83 58,355 530.52
2026-05-14 13F Mcguire Capital Advisors Inc 3,881 173.70 423 149.70
2026-05-14 13F SWAN Capital LLC 18 2
2026-05-07 13F Resolute Wealth Strategies, LLC 2,972 0.17 324 -8.76
2026-04-22 13F WestEnd Advisors, LLC 936,429 0.92 102,057 -7.90
2026-05-01 13F Avion Wealth 855 42.26 0
2026-04-07 13F Attessa Capital LLC 34,995 2.82 3,814 -6.18
2026-01-29 13F Concurrent Investment Advisors, LLC 105,707 149.11 12,622 24.13
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 3,270 0.18 356 -8.48
2026-04-17 13F Monticello Wealth Management, Llc 3,303 3.15 360 -6.02
2026-05-15 13F State Street Corp 12,349 20.22 1,346 9.71
2026-05-15 13F Citadel Advisors Llc Call 1,347,200 10.29 146,818 0.66
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 43,932 7.23 4,788 -2.15
2026-05-12 13F Ausdal Financial Partners, Inc. 9,637 7.38 1,050 -1.96
2026-04-24 13F Wagner Wealth Management, Llc 408 0.25 44 -8.33
2026-05-14 13F Gts Securities Llc 356,509 2,202.14 38,850 2,001.14
2026-05-14 13F Bank of Marin 27,972 4.02 3,048 -5.05
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 22,030 8.54 2,401 -0.95
2026-05-15 13F Huntington National Bank 2,688 -10.67
2026-05-11 13F Hall Capital Management Co Inc 1,828 1.22 216 0.47
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 23,026 199.16 2,472 167.82
2026-05-12 13F Creative Planning 123,559 2.96 13,465 -6.03
2026-04-08 13F Miracle Mile Advisors, LLC 4,074 444
2026-05-14 13F Catalytic Wealth RIA, LLC 2,899 47.76 316 34.62
2026-04-15 13F AlphaStar Capital Management, LLC 121,513 4,617.12 13,242 4,213.36
2026-05-15 13F Citadel Advisors Llc Put 2,971,700 36.39 323,856 24.48
2026-05-15 13F Citadel Advisors Llc 281,739 526.09 30,704 471.43
2026-05-15 13F Smartleaf Asset Management LLC 2,106 98.68 223 74.80
2026-04-15 13F Milestone Asset Management, Llc 5,573 2.78 607 -6.18
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,981 0.05 216 -8.90
2026-05-15 13F Evergreen Wealth Solutions, LLC 23,132 2,521
2026-05-11 13F HBK Sorce Advisory LLC 2,616 2.95 314 5.02
2026-04-09 13F Butensky & Cohen Financial Security, Inc 27,787 2.29 3,028 -6.63
2026-05-04 13F Two West Capital Advisors LLC 2,163 4.24 253 2.02
2026-05-07 13F Thor Trading Advisors, Llc 62,636 8.32 6,826 -1.91
2026-05-13 13F Martin & Co Inc /tn/ 177,796 2.51 19,376 -6.44
2026-04-16 13F SG Americas Securities, LLC 230,903 235.38 25 212.50
2026-05-11 13F Allianz Asset Management GmbH Put 178,500 19,453
2026-05-01 13F Hills Bank & Trust Co 7,764 846
2026-05-15 13F Bragg Financial Advisors, Inc 4,034 4.59 440 -4.57
2026-05-14 13F Virtu Financial LLC 114,287 521.02 12 500.00
2026-05-05 13F Thayer Partners, LLC / MA 4,183 3.77 456 -5.41
2026-04-24 13F Luminist Capital LLC 8,711 7.69 949 -1.66
2026-05-01 13F Reuter James Wealth Management, Llc 6,401 17.99 698 7.73
2026-05-06 13F Spartan Wealth Advisory Services LLC 4,630 505
2026-05-15 13F Point72 Asset Management, L.P. Put 157,500 42.79 17,164 30.33
2026-04-21 13F Mendel Capital Management LLC 9,136 100.35 996 -8.88
2026-02-03 13F Alpha Cubed Investments, LLC 2,891 345
2026-04-17 13F Charter Trust Co 284,813 5.05 31,039 -4.12
2026-05-04 13F Wealthgarden F.s. Llc 6,434 1.76 701 -9.31
2026-05-14 13F Volterra Technologies LP Call 69,800 7,607
2026-05-15 13F Cresset Asset Management, LLC 19,941 6.25 2,173 -3.03
2026-05-05 13F Sanctuary Advisors, LLC 227,427 10.44 24,785 0.80
2026-01-14 13F Clarius Group, LLC 5,682 78.23 678 -11.14
2026-04-23 13F Oppenheimer Asset Management Inc. 219,801 1.09 23,954 -7.74
2026-05-12 13F LightSquare Wealth Management, LLC 36,586 3,987
2026-05-15 13F Squarepoint Ops LLC 400,820 43,681
2026-05-11 13F Resolute Wealth Advisor, Inc. 2,027 221
2026-05-05 13F Napier Financial, LLC 586 64
2026-05-15 13F Squarepoint Ops LLC Put 276,300 135.75 30,111 115.17
2026-05-15 13F Rokos Capital Management LLP 558,230 60,822
2026-05-08 13F Banco Santander, S.A. 46,977 28.69 5,120 17.44
2026-05-15 13F Squarepoint Ops LLC Call 200,500 82.94 21,850 66.96
2026-05-14 13F Volterra Technologies LP Put 48,800 408.33 5,318 364.05
2026-04-28 13F Winthrop Capital Management, LLC 78,595 0.81 9 -11.11
2026-02-10 13F Nelson Capital Management, LLC 29,199 108.27 3,487 3.78
2026-04-22 13F Apollon Wealth Management, LLC 4,301 0.05 469 -8.77
2026-05-14 13F ExodusPoint Capital Management, LP 2,589 282
2026-04-21 13F WT Wealth Management 7,165 3.95 781 -5.22
2026-05-06 13F Hallmark Capital Management Inc 1,687 5.31 184 -4.19
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 461 50
2026-04-06 13F GAMMA Investing LLC 1,811 1.86 197 -7.08
2026-05-06 13F Angeles Wealth Management, Llc 3,903 60.29 425 46.55
2026-03-12 13F Farmers National Bank 2,870 131.08 343 15.15
2026-04-07 13F Legacy Private Trust Co. 6,737 12.47 734 2.66
2026-04-22 13F M3 Advisory Group, LLC 15,094 1.54 1,645 -7.38
2026-05-15 13F Quantitative Investment Management, LLC 125,751 14
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 460 50
2026-05-14 13F Tempo Wealth, LLC 3,478 0.09 379 -8.70
2026-05-15 13F Brevan Howard Capital Management LP 230,944 25,168
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 443 10,975.00 48
2026-05-14 13F Rockefeller Capital Management L.P. 528,464 4.57 57,592 -4.57
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 578,818 5.26 63,122 -3.87
2026-04-20 13F LVW Advisors, LLC 3,216 350
2026-05-14 13F Coastal Bridge Advisors, LLC 23,677 7.16 2,580 -2.20
2026-01-26 13F Thomasville National Bank 8,572 96.25 1,024 -2.20
2026-04-29 13F Montag A & Associates Inc 690 63.51 75 50.00
2026-04-23 13F Foronjy Financial Llc 63,614 7.11 6,933 -2.24
2026-04-27 13F Victory Financial Group, Llc 2,154 235
2026-05-06 13F Meridian Wealth Management, LLC 25,497 16.44 2,785 6.50
2026-05-15 13F Laird Norton Trust Company, Llc 3,286 29.17 358 18.15
2026-04-17 13F Brave Asset Management Inc 70,235 1.10 7,654 -7.73
2026-04-20 13F Sowell Financial Services LLC 21,239 6.74 2,315 -2.61
2026-05-01 13F Emerald Investment Partners, Llc 246 16.04 27 4.00
2026-04-15 13F Lighthouse Financial Services Inc /adv 130,188 0.48 15,159 -2.01
2026-05-12 13F CIBC Bancorp USA Inc. 15,292 47.49 1,666 -32.93
2026-04-22 13F Midwest Financial Group LLC 2,544 0.59 277 -8.28
2026-05-19 13F Western Wealth Management, LLC 21,511 40.28 2,344 28.09
2026-05-08 13F Evolution Wealth Advisors, LLC 70,559 104.15 7,689 86.31
2026-04-23 13F Kagan Cocozza Asset Management 7,763 2.20 846 -6.73
2026-05-15 13F D. E. Shaw & Co., Inc. 276,335 347.22 30,115 308.16
2026-04-08 13F Castle Rock Wealth Management, LLC 1,893 0.11 205 -10.13
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 4,729 11.69 515 1.98
2026-05-04 13F IFC Advisors LLC 4,079 0.20 445 -8.64
2026-05-11 13F High Note Wealth, LLC 136 15
2026-05-15 13F/A Itau Unibanco Holding S.A. 104,858 88.37 11,427 71.91
2026-02-03 13F Vantage Financial Partners, LLC 2,399 286
2026-02-12 13F EHP Funds Inc. 33,200 3,964
2026-05-11 13F Foundations Investment Advisors, LLC 221,312 12.80 24,119 2.95
2026-04-28 13F Golden State Equity Partners 10,645 36.51 1,160 24.60
2026-05-15 13F Talon Private Wealth, LLC 34,778 215.22 3,790 58.11
2026-05-15 13F Quarry LP 10,950 1,193
2026-05-14 13F Advisory Alpha, LLC 400,555 2.28 43,654 -6.65
2026-05-14 13F Captrust Financial Advisors 44,424 15.68 4,841 5.58
2026-05-29 13F Asset Dedication, LLC 221 75.40 24 60.00
2026-04-21 13F Trilogy Capital Inc. 362,392 80.20 39,493 64.47
2026-04-15 13F Horizon Financial Services, Llc 20,335 7.91 2,216 -1.51
2026-05-15 13F SummitTX Capital, L.P. 1,945 212
2026-04-27 13F Qrg Capital Management, Inc. 5,606 171.35 611 147.97
2026-05-04 13F Autumn Glory Partners, LLC 3,705 10.50 404 0.75
2026-05-08 13F Fortis Group Advisors, LLC 2,746 2,760.42 324 2,845.45
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16,943 501.24 1,846 449.40
2026-05-07 13F Hopwood Financial Services, Inc. 3,617 0.84 394 -7.94
2026-05-15 13F Integrated Wealth Concepts LLC 43,437 97.59 4,734 80.30
2026-05-14 13F Manhattan West Asset Management, LLC 1,984 1.17 216 -7.69
2026-05-05 13F HighTower Advisors, LLC 489,277 0.09 53,321 -8.65
2026-04-20 13F Breakwater Capital Group 1,996 218
2026-01-16 13F Trust Co Of Vermont 2,010 97.06 240 -1.64
2026-05-13 13F Lido Advisors, LLC 70,993 8.92 7,737 -31.45
2026-05-07 13F Wulff, Hansen & Co. 14,143 0.32 1,541 -8.44
2026-04-29 13F Clare Market Investments LLC 6,126 92.94 668 -12.24
2026-04-22 13F Youngs Advisory Group, Inc. 4,024 0.83 439 -7.98
2026-05-15 13F Morgan Stanley 8,100,060 10.35 882,745 0.72
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 28,860 80.38 3,049 57.73
2026-04-08 13F Dynamic Advisor Solutions LLC 43,826 0.12 4,776 -8.63
2026-05-12 13F Moneta Group Investment Advisors Llc 12,787 1.31 1,393 -7.56
2026-04-09 13F Acropolis Investment Management, LLC 2,124 0.09 232 -8.70
2026-05-04 13F Sigma Planning Corp 35,031 3.09 3,818 -5.92
2026-04-22 13F Omnitrust Wealth Management, Inc 1,888 206
2026-04-15 13F Exchange Traded Concepts, Llc 342 612.50 37 640.00
2026-01-23 13F Bowman & Co S.C. 3,498 260.62 418 79.74
2026-04-23 13F Capital Investment Counsel, LLC 18,800 8.29 2,049 -1.16
2026-05-11 13F Citigroup Inc 301,813 35.57 32,892 23.72
2026-05-14 13F Seven Springs Wealth Group, LLC 3,581 0.03 390 -8.67
2026-04-20 13F Contravisory Investment Management, Inc. 5,375 51.71 586 38.30
2026-04-30 13F Hsbc Holdings Plc 34,920 135.99 3,806 115.34
2026-05-14 13F Cwm, Llc 204,369 24.88 22,272 117,121.05
2026-05-13 13F Ingalls & Snyder Llc 8,186 1.14 1
2026-04-14 13F Cornerstone National Bank & Trust Co 10,498 11.35 1,153 2.40
2026-05-13 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 63,422 6,912
2026-01-22 13F Premier Path Wealth Partners, LLC 84,897 85.46 10,138 -7.59
2026-04-27 13F Wealthstar Advisors, Llc 3,651 0.08 398 -8.74
2026-05-14 13F Vivaldi Capital Management, LLC 3,699 57.81 403 44.44
2026-05-14 13F Synergy Investment Management, LLC 542 59
2026-05-12 13F Marion Wealth Management 27,107 3.38 2,954 -8.49
2026-05-07 13F Facet Wealth, Inc. 2,348 22.04 256 8.97
2026-05-15 13F Glen Eagle Advisors, LLC 2,704 0.37 295 -8.41
2026-04-09 13F Goelzer Investment Management, Inc. 3,487 0.98 380 -7.77
2026-05-04 13F Westside Investment Management, Inc. 6,528 21.11 710 10.76
2026-05-07 13F Sage Advisory Services, Ltd.Co. 24,872 2,711
2026-04-15 13F Occidental Asset Management, LLC 7,396 12.50 806 2.68
2026-05-06 13F Astra Wealth Partners LLC 4,564 3.35 497 -5.69
2026-05-15 13F Kcm Investment Advisors Llc 496,197 1.47 54,076 -7.39
2026-05-15 13F Victory Capital Management Inc 322,372 1.00 35,132 -7.82
2026-05-04 13F Envestnet Asset Management Inc 3,528,873 4.67 384,577 -4.48
2026-04-24 13F Key FInancial Inc 1,328 0.91 145 -8.28
2026-04-08 13F Clarus Wealth Advisors 17,805 8.37 1,919 -5.98
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 1,468 4.48 160 -4.79
2026-04-08 13F Olistico Wealth, LLC 3,249 0.03 354 -8.53
2026-05-15 13F Jain Global LLC 44,498 4,849
2026-04-17 13F Krilogy Financial LLC 232,526 14.32 27,352 9.94
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 1,848 201
2026-05-15 13F Empowered Funds, LLC 25,712 34.67 2,802 22.95
2026-05-15 13F Summit Financial, LLC 32,454 245.40 3,537 215.43
2026-04-14 13F Prospera Financial Services Inc 23,294 2.39 2,539 -6.55
2026-04-15 13F Sage Capital Management, LLC 5,519 0.13 602 -8.66
2026-05-15 13F Pursuit Wealth Strategies, Llc 316 0.32 34 -8.11
2026-04-16 13F Asset Advisors Investment Management, LLC 72,852 5.36 7,939 -3.84
2026-05-06 13F Avalon Trust Co 1,960 64.71 214 50.00
2026-04-29 13F Meitav Dash Investments Ltd 1,984,664 94.66 216,288 77.66
2026-04-27 13F JM2 Capital Inc. 3,852 4.76 420 -4.56
2026-04-21 13F Huntleigh Advisors, Inc. 4,052 9.72 442 0.23
2026-02-11 13F Parallel Advisors, LLC 12,899 118.96 1,540 9.14
2026-04-29 13F Strategic Blueprint, LLC 7,319 57.67 798 43.86
2026-04-17 13F/A Founders Financial Securities Llc 71,840 8.43 8,099 2.38
2026-02-12 13F CIBC Private Wealth Group, LLC 14,702 98.06 1,756 -1.29
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 25,088 2,734
2026-04-23 13F Oppenheimer & Co Inc 69,761 0.01 7,603 -8.73
2026-05-13 13F Prestige Wealth Management Group LLC 114,781 17,397.10 12,509 15,935.90
2026-05-13 13F BCJ Capital Management, LLC 269,989 60.77 29,423 46.73
2026-05-14 13F CIBC World Markets Inc. 1,884,389 41.87 205,361 29.48
2026-04-14 13F Nbc Securities, Inc. 1,605 6.36 175 -2.78
2026-05-08 13F Alps Advisors Inc 537,572 23.86 58,585 13.05
2026-05-11 13F RiverFront Investment Group, LLC 485,837 0.77 52,947 -8.03
2026-05-13 13F Triumph Capital Management 527 7.11 57 -1.72
2026-05-15 13F Millennium Management Llc 1,040,218 260.25 113,363 228.79
2026-05-14 13F Galvin, Gaustad & Stein, LLC 113,991 2,734.89 12,423 2,487.92
2026-05-07 13F Legacy Wealth Managment, LLC/ID 156 77.27 17 70.00
2026-05-12 13F Summit Trail Advisors, Llc 15,596 0.09 1,700 -8.66
2026-05-13 13F Elm Partners Management LLC 5,541 80.02 585 59.40
2026-05-13 13F Ameritas Investment Partners, Inc. 5,783 0.57 630 -8.16
2026-04-20 13F Inscription Capital, LLC 2,724 0.07 297 -8.92
2026-05-14 13F Rialto Wealth Management, LLC 146 16
2026-02-06 13F Global Retirement Partners, LLC 9,459 21.69 1,130 -39.37
2026-04-10 13F Quaker Wealth Management, LLC 1,273 0.63 139 -8.61
2026-02-13 13F Barclays Plc 3,840,619 9,068.34 458,608 4,468.72
2026-05-13 13F NewEdge Wealth, LLC 17,049 4.43 1,858 -4.72
2026-05-13 13F Ubs Asset Management Americas Inc 268,540 269.65 29,265 237.39
2026-02-13 13F Colony Group, LLC 3,046,790 101.64 363,874 0.49
2026-05-13 13F Pioneer Family Office, LLC 79 1.28 9 -11.11
2026-02-13 13F Barclays Plc Put 1,114,000 122.80 133,023 11.02
2026-05-01 13F Fifth Third Bancorp 198,463 90.44 21,628 73.80
2026-02-12 13F FineMark National Bank & Trust 4,848 100.00 579 -0.34
2026-04-30 13F Cooksen Wealth, LLC 50,603 4.94 5,515 -4.22
2026-05-21 13F Verus Capital Partners, Llc 21,300 5.56 2,321 -3.65
2026-05-15 13F Vestmark Advisory Solutions, Inc. 52,389 37.17 5,709 25.20
2026-05-04 13F WP Advisors, LLC 2,440 0.08 266 -8.93
2026-05-15 13F Scopus Asset Management, L.p. Put 50,000 5,449
2026-05-12 13F Anfield Capital Management, LLC 37,175 9.34 4,051 -0.20
2026-04-07 13F Heartwood Wealth Advisors LLC 3,314 6.87 361 -2.43
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 121,581 0.48 13,250 -8.31
2026-05-14 13F Zacks Investment Management 2,874 0.91 313 -7.94
2026-04-16 13F Evolve Private Wealth, Llc 3,126 341
2026-05-04 13F AMG National Trust Bank 42,135 33.85 4,592 22.13
2026-05-05 13F D.a. Davidson & Co. 21,985 5.98 2,396 -3.27
2026-05-15 13F Susquehanna International Group, Llp 467,933 57.90 50,995 44.11
2026-05-14 13F Horizon Investments, LLC 126,278 93.40 13,762 76.51
2026-05-13 13F Cornerstone Select Advisors, LLC 7,288 794
2026-04-20 13F Payne Capital LLC 16,509 1,799
2026-05-15 13F Seal Cove Capital, LLC 263 8.23 29 -3.45
2026-05-15 13F Susquehanna International Group, Llp Call 1,183,700 34.36 129,000 22.62
2026-05-04 13F Global View Capital Management LLC 2,937 58.16 320 44.80
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 2,316 8.33 252 -1.18
2026-05-07 13F Pacific Sun Financial Corp 4,490 1.77 489 -7.03
2026-01-30 13F Caldwell Securities, Inc 2,774 100.00 331 -0.30
2026-05-14 13F Simplex Trading, Llc 51,226 5,583
2026-05-14 13F Hrt Financial Lp 132,072 14
2026-05-13 13F Jaffetilchin Investment Partners, LLC 2,439 8.40 266 -1.12
2026-05-05 13F Leo Wealth, LLC 3,045 12.78 332 2.80
2026-05-08 13F McAdam, LLC 7,931 11.52 864 1.77
2026-05-13 13F Dynamic Wealth Strategies, LLC 3,600 392
2026-04-08 13F Sharper & Granite LLC 41,894 5.89 4,566 -3.37
2026-05-15 13F Nikulski Financial, Inc. 6,667 11.94 727 2.11
2026-04-20 13F Trust Co Of Oklahoma 29,289 8.71 3,192 -0.81
2026-05-04 13F Procyon Private Wealth Partners, LLC 48,958 34.00 5,335 22.31
2026-01-14 13F ORG Partners LLC 442 100.00 53 0.00
2026-04-30 13F Relyea Zuckerberg Hanson LLC 22,717 0.00 2,476 -8.74
2026-05-06 13F Simon Quick Advisors, Llc 106,246 6.94 11,579 -2.40
2026-05-15 13F Toronto Dominion Bank 2,964 29.15 323 17.88
2026-05-06 13F Hartland & Co., LLC 7,112 39.45 775 27.47
2026-05-08 13F SHP Wealth Management 660 13.40 72 2.90
2026-05-12 13F Voya Financial Advisors, Inc. 2,442 258
2026-05-15 13F Royal Bank Of Canada 1,375,132 13.74 149,862 3.81
2026-05-12 13F Insigneo Advisory Services, Llc 4,940 3.74 538 -5.28
2026-05-12 13F Pacific Center for Financial Services 704 79.59 77 -18.28
2026-04-28 13F Howe & Rusling Inc 16,073 8,100.51 1,752 7,513.04
2026-04-16 13F Toth Financial Advisory Corp 53,701 0.85 5,852 -7.96
2026-04-08 13F Community Financial Services Group, LLC 200 22
2026-05-14 13F Neuberger Berman Group LLC 13,497 3.54 1,471 -5.53
2026-05-07 13F Advisor OS, LLC 6,257 682
2026-05-08 13F Birchcreek Wealth Management, LLC 8,028 9.25 875 -0.34
2026-05-07 13F Jefferies Financial Group Inc. 5,630 584.91 614 525.51
2026-04-28 13F Fundamentun, Llc 5,131 18.39 559 8.12
2026-05-15 13F Two Sigma Securities, Llc 9,065 988
2026-05-15 13F Jones Financial Companies Lllp 167,269 18.67 17,711 5.23
2026-05-21 13F Vestor Capital, Llc 872 74.40 0
2026-05-06 13F Tyche Wealth Partners LLC 4,467 0.72 487 -8.13
2026-05-11 13F Salomon & Ludwin, LLC 157,117 0.98 16,830 -10.06
2026-04-20 13F Wall Capital Group, Inc. 26,743 18.07 2,915 7.77
2026-02-11 13F Janney Capital Management LLC 133,393 95.75 16 -6.25
2026-05-14 13F Financial Engines Advisors L.L.C. 7,723 9.59 842 0.00
2026-02-17 13F MGB Wealth Management, LLC 1,566 100.00 187 0.00
2026-04-23 13F Fairway Wealth LLC 350 38
2026-05-15 13F Fmr Llc 208,313 1.13 22,702 -7.71
2026-04-20 13F Ronald Blue Trust, Inc. 3,162 0.29 345 -8.51
2026-04-27 13F Bulltick Wealth Management, LLC 4,248 463
2026-05-15 13F Okabena Investment Services Inc 19,163 2.50 2,088 -6.45
2026-04-09 13F Elmwood Wealth Management, Inc. 1,956 9.15 213 0.00
2026-04-24 13F Vision Financial Markets Llc 110 12
2026-05-15 13F Beacon Pointe Advisors, LLC 36,878 12.09 4,019 2.29
2026-04-13 13F Stockman Wealth Management, Inc. 43,201 3.63 4,708 -5.40
2026-04-09 13F Teamwork Financial Advisors, LLC 3,077 18.12 335 7.72
2026-05-12 13F Jane Street Group, Llc 3,945 430
2026-05-12 13F Independent Advisor Alliance 44,496 1,298.37 4,849 1,179.42
2026-04-21 13F Curat Global, LLC 18,748 51.22 2,043 38.04
2026-05-12 13F Jane Street Group, Llc Put 4,026,300 220.80 438,786 192.78
2026-04-22 13F Apollon Financial, LLC 30,253 11.93 3,297 2.14
2026-05-08 13F Schrum Private Wealth Management LLC 8,245 0.01 899 -8.74
2026-05-07 13F Oak Harbor Wealth Partners, Llc 1,487 1.43 162 -7.43
2026-04-20 13F Fairvoy Private Wealth, LLC 51,343 104.38 5,595 86.56
2026-05-05 13F SOUTH STATE Corp 2,701 19.94 294 9.70
2026-05-11 13F Evermay Wealth Management Llc 168 740.00 18 800.00
2026-05-14 13F Axim Planning & Wealth 1,853 2.72 202 -6.51
2026-04-28 13F Kiley Juergens Wealth Management, Llc 6,752 736
2026-05-14 13F Pinnacle Financial Partners, Inc. 18,579 0.32 2,025 -8.46
2026-04-24 13F Stock Yards Bank & Trust Co 4,999 10.35 545 0.74
2026-05-15 13F Credit Agricole S A Put 360,000 28.57 39,233 17.34
2026-05-15 13F XTX Topco Ltd 37,538 4,091
2026-05-05 13F UBS Group AG 4,679,756 55.84 510,000 42.23
2026-05-14 13F EP Wealth Advisors, Inc. 396,710 5.93 43,233 -3.32
2026-04-16 13F First Community Trust Na 460 27.07 50 16.28
2026-05-05 13F One Day In July LLC 2,565 11.42 280 1.82
2026-02-09 13F Financial Advisory Corp /ut/ /adv 18,806 121.35 2 0.00
2026-05-14 13F Phillips Wealth Planners LLC 3,765 5.85 449 4.18
2026-05-15 13F EFG International AG 932 366.00 102 339.13
2026-05-14 13F PlanVest Financial, Inc 16 2
2026-05-15 13F Fwl Investment Management, Llc 926 44.24 101 31.58
2026-04-07 13F Farther Finance Advisors, LLC 17,269 163.65 1,896 142.46
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 13,150 1,433
2026-05-15 13F Credit Agricole S A 13,514 252.11 1,473 221.40
2026-05-18 13F Strategic Investment Advisors / MI 949 103
2026-05-15 13F Peterson Wealth Management 40,030 4.57 4,362 -4.55
2026-02-17 13F Capital Insight Partners, Llc 35,459 74.86 4,234 -12.86
2026-05-05 13F Newbridge Financial Services Group, Inc. 2,035 0.44 222 -8.30
2026-04-29 13F First Interstate Bank 56,862 2.08 6,197 -6.84
2026-05-13 13F Truvestments Capital Llc 2,739 0.15 298 -8.59
2026-05-07 13F New York Life Investment Management Llc 15,202 190.06 1,657 164.96
2026-04-20 13F Investment Research & Advisory Group, Inc. 286 51.32 42 20.59
2026-05-14 13F Gladstone Institutional Advisory LLC 10,782 2.01 1,175 -6.89
2026-05-06 13F WealthTrust Asset Management, LLC 1,910 208
2026-05-15 13F Carret Asset Management, Llc 2,378 27.30 259 16.14
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 4,094 2.35 446 -6.30
2026-04-08 13F Ccg Wealth Management, Llc 4,845 528
2026-04-30 13F Sequoia Financial Advisors, LLC 27,021 6.35 2,945 -2.93
2026-05-04 13F Chicago Partners Investment Group LLC 2,586 0.15 308 -3.15
2026-04-13 13F Gill Capital Partners, Llc 204 22
2026-05-15 13F Concentric Capital Strategies, LP 28,420 3,097
2026-04-27 13F Baer Investment Advisory LLC 2,154 235
2026-05-05 13F Bank of New York Mellon Corp 110,861 102.79 12,082 85.06
2026-04-29 13F Navalign, LLC 4,348 225.21 474 197.48
2026-05-01 13F Wealthspire Advisors, LLC 12,698 19.75 1,384 9.24
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 3,011 59.14 328 45.78
2026-05-15 13F Markin Asset Management, LP 23,287 21.24 2,538 10.64
2026-05-01 13F FDx Advisors, Inc. 10,483 1
2026-05-11 13F Madden Advisory Services, Inc. 13,294 2.14 1,449 -6.82
2026-05-15 13F Compass Wealth Management, LLC/GA 49,172 8.00 5,359 -1.43
2026-04-07 13F Boltwood Capital Management 25,560 1.70 2,786 -7.20
2026-05-13 13F Bank Of Montreal /can/ 214,510 12.62 23,377 2.78
2026-04-27 13F Koshinski Asset Management, Inc. 6,108 8.11 666 -1.34
2026-05-08 13F Sofos Investments, Inc. 204 3.03 22 -4.35
2026-05-04 13F Magnolia Capital Management Ltd 23,776 8.01 3 0.00
2026-04-27 13F Exencial Wealth Advisors, Llc 7,307 4.52 796 -4.56
2026-05-15 13F Harbour Investments, Inc. 16,022 34.42 1,746 22.70
2026-05-07 13F Avidian Wealth Solutions, LLC 16,535 3.52 1,802 -5.56
2026-04-17 13F Roxbury Financial LLC 277 0.36 30 -6.25
2026-05-12 13F Virginia Estate & Retirement Planning Advisors Inc. 80 12
2026-05-07 13F EPG Wealth Management LLC 4,028 0.15 439 -8.75
2026-05-05 13F Philadelphia Investment Partners, LLC 44 5
2026-05-15 13F Aqr Capital Management Llc 60,044 27.38 6,544 16.26
2026-04-16 13F MontVue Capital Management, Inc. 27,445 1.25 2,991 -7.60
2026-04-16 13F Brookstone Capital Management 46,958 81.74 5,118 65.87
2026-05-15 13F Capstone Triton Financial Group, LLC 2,416 276
2026-05-13 13F O'shaughnessy Asset Management, Llc 124,194 102.75 13,535 85.04
2026-05-14 13F Tamar Securities, LLC 82,838 8.37 9,028 -1.11
2026-04-20 13F Independence Wealth Advisors, LLC 76,651 7.75 8,353 -1.66
2026-04-23 13F Members Wealth Llc 2,096 26.42 249 23.27
2026-04-15 13F Cranbrook Wealth Management, LLC 1,481 7.47 161 -1.83
2026-05-11 13F Aprio Wealth Management, LLC 2,258 246
2026-05-21 13F BankChampaign, National Association 446 98.22 49 17.07
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 31,972 0.11 3,484 -8.63
2026-04-22 13F Braun Stacey Associates Inc 1,989 1.02 217 -8.09
2026-05-13 13F Signature Equity Partners, LLC 3,887 9.71 424 0.00
2026-05-11 13F Fiduciary Group LLC 40,673 3.41 4,433 -5.62
2026-04-15 13F Purus Wealth Management, LLC 12,504 1.29 1,363 -7.60
2026-05-15 13F Toroso Investments, LLC 5,116 558
2026-04-21 13F Sequent Planning LLC 33,490 13.64 3,650 3.72
2026-04-15 13F Fjell Capital, LLC 6,021 19.73 656 9.33
2026-05-15 13F Flow Traders U.s. Llc 12,366 1
2026-04-29 13F Live Oak Investment Partners 11,623 12.43 1,267 2.59
2026-04-17 13F Summit Wealth Partners, LLC 11,888 1,296
2026-04-21 13F Wesbanco Bank Inc 13,117 3.04 1,429 -5.99
2026-05-15 13F 3EDGE Asset Management, LP 42,946 17.26 4,549 3.27
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 8,844 0.88 964 -7.93
2026-04-13 13F Clayton Financial Group LLC 675 12.50 74 2.82
2026-04-30 13F Costello Asset Management, INC 228 0.44 25 -11.11
2026-05-13 13F Avestar Capital, LLC 1,848 0.11 201 -8.64
2026-05-15 13F Quantinno Capital Management LP 118,225 8.50 12,884 -0.98
2026-05-14 13F Dauntless Investment Group, LLC Put 78,000 8,500
2026-04-27 13F Lodestar Private Asset Management Llc 1,958 11.89 213 2.40
2026-05-05 13F Cherry Tree Wealth Management, LLC 80 233.33 9 300.00
2026-05-13 13F/A Walleye Capital LLC 117,556 17.56 12,811 7.29
2026-04-21 13F Laurel Oak Wealth Management, Llc 2,838 5.35 309 -3.74
2026-05-15 13F NorthRock Partners, LLC 30,147 16.56 3,285 6.38
2026-04-27 13F PFG Investments, LLC 38,367 14.97 4,181 4.94
2026-04-24 13F Essex LLC 19,903 7.57 2,169 -1.81
2026-02-05 13F Tucker Asset Management Llc 1,044 3.47 125 -48.55
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 4,944 102.13 539 84.25
2026-05-08 13F Vanguard National Trust Co 774 84
2026-05-13 13F Brinker Capital Investments, LLC Call 2 0
2026-05-12 13F Laurel Wealth Advisors LLC 18,583 6.01 2,234 6.69
2026-05-13 13F Monetary Management Group Inc 15,480 0.65 1,687 -8.12
2026-04-22 13F Coston, McIsaac & Partners 428 0.23 0
2026-05-07 13F Vision Retirement, LLC 84 9
2026-04-02 13F Marex Group plc 1,041 206
2026-04-27 13F HB Wealth Management, LLC 37,790 1.18 4,118 -7.65
2026-05-01 13F Mission Hills Financial Advisory, LLC 44,988 1.32 4,903 -7.54
2026-04-08 13F M.e. Allison & Co., Inc. 5,666 0.21 617 -8.59
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 2,960,332 4.19 322,617 95,066.96
2026-05-04 13F Milestones Private Investment Advisors LLC 33,127 3.12 3,610 -5.89
2026-04-29 13F United Asset Strategies, Inc. 42,521 100.00 4,634 82.55
2026-04-09 13F Key Client Fiduciary Advisors, LLC 2,123 0.09 231 -8.70
2026-05-12 13F TIAA Wealth Investment Management LLC 599 65
2026-04-13 13F Runnymede Capital Advisors, Inc. 13,012 1,418
2026-02-05 13F Center for Financial Planning, Inc. 174 100.00 21 0.00
2026-05-04 13F Barrett & Company, Inc. 1,772 56.81 176 31.34
2026-04-23 13F North Star Investment Management Corp. 1,280 153.97 139 131.67
2026-05-15 13F Wellington Management Group Llp 4,324 471
2026-05-11 13F Insight Advisors, LLC/ PA 6,257 3.06 682 -5.94
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 9,241 5.49 1,007 -3.73
2026-04-22 13F Union Bancaire Privee, UBP SA 37,280 14,238.46 3,935 15,034.62
2026-05-14 13F Mission Creek Capital Partners, Inc. 9,171 0.25 999 -8.52
2026-05-15 13F SkyView Investment Advisors, LLC 36,899 1.85 4 0.00
2026-04-30 13F Titleist Asset Management, Llc 3,107 0.29 339 -8.40
2026-04-17 13F Murphy & Mullick Capital Management Corp 6,790 37.92 740 25.89
2026-05-13 13F GeoWealth Management, LLC 33,868 59.37 3,691 45.45
2026-05-14 13F Macro Advisors, Inc. 13,932 1,518
2026-04-15 13F Roan Capital Partners 2,087 227
2026-05-04 13F Archer Investment Corp 1,800 0.06 196 -8.41
2026-04-15 13F Activest Wealth Management 41 4
2026-04-22 13F Stone House Investment Management, LLC 46 5
2026-04-10 13F MKT Advisors LLC 13,497 0.11 1,455 -10.30
2026-05-14 13F Mill Creek Capital Advisors, LLC 4,518 0.02 492 -8.72
2026-04-22 13F Straight Path Wealth Management 2,240 0.13 244 -8.61
2026-05-15 13F Verition Fund Management LLC 22,806 212.41 2,485 185.30
2026-05-06 13F Bessemer Group Inc 14,539 9.38 2 0.00
2026-05-20 13F January Capital Advisors LLC 8,947 975
2026-05-08 13F Everett Harris & Co /ca/ 4,032 20.29 439 9.75
2026-02-02 13F Long Run Wealth Advisors, LLC 43,722 110.45 5,221 4.86
2026-04-14 13F Cdm Financial Counseling Services, Inc. 21,914 2.19 2,399 -6.29
2026-05-13 13F Invst, LLC 7,331 3.50 799 -5.56
2026-05-04 13F Savant Capital, LLC 8,250 62.85 899 48.84
2026-05-18 13F Arkadios Wealth Advisors 31,669 2.96 3,451 -6.04
2026-04-29 13F Es4, Llc 27,156 48.19 2,959 35.24
2026-05-11 13F Collier Financial 443 0.23 48 -7.69
2026-05-12 13F TD Waterhouse Canada Inc. 1,578 9.28 173 0.58
2026-05-15 13F Capstone Investment Advisors, Llc 14,183 1,546
2026-05-13 13F RiverGlades Family Offices LLC 19,293 102.15 2,103 -8.09
2026-05-13 13F Acumen Wealth Advisors, LLC 905 99
2026-04-29 13F Credit Industriel Et Commercial 17,192 127.44 1,874 107.65
2026-05-14 13F Level Four Advisory Services, Llc 8,539 5.71 931 -3.53
2026-04-21 13F Wedbush Securities Inc 16,830 8.48 2 0.00
2026-05-15 13F Segall Bryant & Hamill, Llc 9,102 1,039
2026-04-15 13F Zullo Investment Group, Inc. 24,482 5.11 2,668 -4.06
2026-05-14 13F Renaissance Technologies Llc 530,436 3,475.33 57,807 3,164.03
2026-05-05 13F Frisch Financial Group, Inc. 3,986 1.48 434 -7.46
2026-04-20 13F Ritholtz Wealth Management 2,323 4.03 253 -4.89
2026-05-15 13F MAI Capital Management 53,785 8.33 5,862 -1.13
2026-05-01 13F Diversify Wealth Management, Llc 5,924 692
2026-05-26 13F Axiom Investment Management LLC 2,669 12.24 291 -27.32
2026-05-14 13F Redwood Financial Network Corp 17,137 3.99 1,868 -5.08
2026-05-15 13F Verition Fund Management LLC Put 33,100 3,607
2026-03-09 13F Lifetime Wealth Management P.C. 21 445
2026-05-15 13F Fairview Capital Investment Management, Llc 3,500 381
2026-05-15 13F Equitable Holdings, Inc. 153,555 65.89 18,294 65.51
2026-05-11 13F Wells Fargo & Company/mn Put 200,000 21,796
2026-04-29 13F San Luis Wealth Advisors LLC 3,340 0.06 364 -8.79
2026-04-08 13F Afg Fiduciary Services Limited Partnership 11,958 1.76 1,304 -6.26
2026-04-16 13F Petredis Investment Advisors Llc 105,898 0.10 11,541 -8.64
2026-05-12 13F Pcg Asset Management, Llc 34,064 0.46 3,712 -9.09
2026-04-13 13F IFP Advisors, Inc 17,725 2.64 1,932 -6.35
2026-05-05 13F Sherman Asset Management, Inc. 14,267 50.04 1,555 36.92
2026-05-15 13F/A Independent Financial Group, Llc 35,700 2.79 3,891 -6.20
2026-04-22 13F Joel Isaacson & Co., LLC 3,547 11.61 387 1.85
2026-04-10 13F Stillwater Capital Advisors, LLC 121,310 0.74 13,220 -8.06
2026-04-29 13F/A True Link Financial Advisors, LLC 1,113 121
2026-04-08 13F RDA Financial Network 4,300 10.03 469 0.43
2026-04-27 13F Soltis Investment Advisors LLC 75,268 604.43 8,203 543.29
2026-05-05 13F Aventura Private Wealth, LLC 286 57.14 31 47.62
2026-05-07 13F One Charles Private Wealth Services, LLC 15,040 3.28 1,639 -5.70
2026-05-11 13F Stevens Capital Management Lp 2,800 0
2026-04-07 13F Sage Capital Advisors,llc 4,059 0.02 442 -8.68
2026-04-14 13F Beacon Investment Advisory Services, Inc. 384 42
2026-05-11 13F Wells Fargo & Company/mn 5,712,446 2.94 622,542 -6.06
2026-05-04 13F Concentrum Wealth Management 1,870 204
2026-05-15 13F Balyasny Asset Management Llc 61,508 11.21 6,703 1.50
2026-05-15 13F Armis Advisers, LLC 3,797 25.94 451 38.89
2026-05-14 13F Natixis 863,594 114.94 94,114 96.17
2026-04-29 13F Duncker Streett & Co Inc 3,688 249.24 402 218.25
2026-05-04 13F 1st Source Bank 2,343 255
2026-04-20 13F Kestra Private Wealth Services, Llc 28,312 6.92 3,085 -2.40
2026-05-14 13F Regal Investment Advisors LLC 18,005 15.45 1,962 5.37
2026-05-15 13F Qube Research & Technologies Ltd 289,799 31,582
2026-05-12 13F Three Bridge Wealth Advisors, LLC 2,206 10.91 240 1.27
2026-04-28 13F Oxler Private Wealth LLC 7,072 0.16 771 -8.66
2026-04-08 13F IMZ Advisory Inc 203,086 3.31 22,132 -5.71
2026-05-01 13F Anchor Investment Management, LLC 978 0.93 107 -7.83
2026-05-13 13F Private Wealth Advisors, LLC 72,566 765.12 7,908 690.01
2026-05-08 13F MPS Loria Financial Planners, LLC 2,958 0.14 322 -8.52
2026-02-17 13F Snowden Capital Advisors LLC 30,106 103.89 3,595 1.61
2026-02-13 13F Pine Valley Investments Ltd Liability Co 18,724 113.65 2,236 6.43
2026-04-27 13F Pensionmark Financial Group, Llc 19,954 7.44 2,175 -1.94
2026-04-23 13F Financial & Tax Architects, LLC 10,175 2.48 1,109 -6.50
2026-05-15 13F Gateway Wealth Partners, LLC 3,586 391
2026-04-16 13F Redstone Wealth Management, Llc 90,783 1.35 9,894 -7.51
2026-05-13 13F GKV Capital Management Co., Inc. 200 39
2026-04-24 13F Canton Hathaway, LLC 30,568 0.76 3,331 -8.03
2026-05-01 13F CenterStar Asset Management, LLC 3,381 368
2026-04-03 13F Investors Research Corp 412 1.98 45 -8.33
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2,149 234
2026-05-15 13F TCG Advisory Services, LLC 2,408 262
2026-05-15 13F Transamerica Financial Advisors, Inc. 11,111 11.66 1,211 1.85
2026-01-20 13F SS&H Financial Advisors, Inc. 2,334 100.00 0 -100.00
2026-04-09 13F Beech Hill Advisors, Inc. 20,926 0.97 2,281 -7.84
2026-05-05 13F Northstar Financial Companies, Inc. 2,231 0.04 243 -8.65
2026-04-13 13F True Wealth Design, LLC 332 36
2026-05-15 13F Qube Research & Technologies Ltd Put 37,500 29.31 4,087 18.02
2026-04-13 13F Lake Street Financial Llc 3,995 1.37 435 -7.45
2026-02-17 13F Glenmede Trust Co Na 39,809 91.92 4,754 16.07
2026-04-10 13F TCP Asset Management, LLC 127,227 38.62 13,865 26.52
2026-04-21 13F Nemes Rush Group LLC 1,144 0.18 125 -8.82
2026-05-14 13F Institute for Wealth Management, LLC. 10,326 0.14 1,125 -8.61
2026-05-12 13F Americana Partners, LLC 2,185 29.60 238 18.41
2026-04-03 13F Hickory Point Bank & Trust 30 3
2026-05-11 13F Rossby Financial, LCC 1,335 383.70 147 356.25
2026-02-17 13F Main Street Financial Solutions, LLC 6,180 111.35 738 5.29
2026-05-15 13F Samlyn Capital, Llc 179,763 16.20 19,591 6.05
2026-05-15 13F Warren Averett Asset Management, LLC 55,157 3.02 6,011 -5.98
2026-04-15 13F Merit Financial Group, LLC 89,868 68.73 9,794 53.98
2026-05-11 13F 111 Capital 165,156 89.87 17,999 73.29
2026-04-21 13F Colony Family Offices, LLC 21,424 1.18 2,335 -7.67
2026-05-06 13F PeakShares LLC 15,250 5.22 1,662 -3.99
2026-05-21 13F CTC Alternative Strategies, Ltd. 17,677 1,926
2026-05-08 13F/A Beacon Capital Management, Inc. 13,734 1,497
2026-05-15 13F Elliott Investment Management L.P. Put 4,300,000 468,614
2026-04-28 13F Stephens Inc /ar/ 32,281 8.45 3,518 -1.01
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