Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Haleon plc - Depositary Receipt (Common Stock) incluem Harris Associates L P, Goodman Financial Corp, 2Xideas AG, Factory Mutual Insurance Co, CIBC Asset Management Inc, Quadrature Capital Ltd, NorthRock Partners, LLC, Alvarez & Marsal Private Wealth Partners, LLC, South Shore Capital Advisors, Keebeck Wealth Management, LLC, Pitcairn Wealth Advisors LLC, Tanager Wealth Management LLP, Tiaa-cref Individual & Institutional Services, Llc, Walleye Capital LLC, PharVision Advisers, LLC, Abel Hall, LLC, Greenspring Advisors, LLC, Tepp RIA, LLC, TCG Advisory Services, LLC, e VestGen Advisors, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3,819 | 27.30 | 39 | 46.15 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13,373 | 134 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 63,558 | 11.21 | 643 | 11.27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4,022,749 | 7.94 | 40,268 | 6.87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 738 | 7 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 297,369 | 8.29 | 2,977 | 7.51 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 322 | 17.95 | 3 | 50.00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 59,908 | 22.51 | 600 | 36.14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27,708 | 1.23 | 277 | 0.36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 980 | 10 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1,243 | 561.17 | 12 | 1,100.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6,264,041 | 3.51 | 62,703 | 2.49 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 820,071 | 17.44 | 8 | 14.29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 4.90 | 2 | 100.00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 275 | 3 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 257 | 3 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10,933 | 109 | ||||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 20,141 | 202 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 113,969,159 | 5.58 | 1,140,831 | 4.54 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 69,078 | 34.27 | 698 | 31.95 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 53,465 | 535 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 404 | 257.52 | 4 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11,534 | 115 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 44,292 | 448 | ||||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104,389 | 5.04 | 1,045 | 3.98 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1,816 | 64.20 | 18 | 63.64 | ||||
| 2026-05-11 | 13F | Commerce Bank | 19,679 | 68.56 | 197 | 66.10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5,420 | 55 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1,100,190 | 11 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7,034,778 | 28.37 | 70,418 | 27.12 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 251 | 3 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 9,114 | 91 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 226 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 4,639,437 | 2.93 | 46 | 2.22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 78,464 | 0.41 | 785 | -0.63 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1,241 | 46.00 | 12 | 50.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 663,275 | 493.13 | 6,639 | 487.52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29,305 | 27.85 | 292 | 26.41 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 222,708 | 136.38 | 2,229 | 134.14 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 16,407 | 7.86 | 164 | 7.19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 188,885 | 0.19 | 1,891 | -0.79 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 208,415 | 8.26 | 2,086 | 7.19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5,632 | 387.62 | 56 | 409.09 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1,662 | 17 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 441 | 17.60 | 4 | 33.33 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 29,271 | 0.12 | 293 | -0.68 | ||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 37,899 | 379 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 155,111 | 10.83 | 1,553 | 9.76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 12,224 | 8.21 | 122 | 7.02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14,583 | 13.37 | 143 | 11.81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 404,060 | 90.44 | 3,992 | 86.11 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2,410 | 33.15 | 24 | 33.33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 820 | 105.00 | 8 | 100.00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1,712 | 17 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 13,464 | 135 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 5 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7,567 | 1.31 | 76 | 0.00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 25 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19,053 | 49.48 | 193 | 68.42 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 67,965 | 9.32 | 680 | 8.28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 33,747 | 2.61 | 337 | 1.81 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 67,378 | 3.93 | 674 | 2.90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9,086,528 | 2,454.64 | 89,048 | 2,377.00 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 749,365 | 31.20 | 7,501 | 29.91 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 120,238 | 6.19 | 1,204 | 5.16 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10,934,228 | 16.97 | 109,452 | 15.81 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 293 | 0.34 | 3 | 0.00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 170,971 | 10.61 | 1,729 | 24.05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3,431 | 34 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49,161 | 1.73 | 492 | 0.82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 17,300 | 24.46 | 173 | 23.57 | |||
| 2026-05-15 | 13F | Hancock Whitney Corp | 13,405 | 8.86 | 125 | 0.00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 638 | 7.59 | 6 | 20.00 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 54,856 | 15.58 | 549 | 14.61 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 40,028 | 163.05 | 401 | 194.12 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 63,447 | 184.78 | 1 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 1,134,531 | 13.97 | 11,357 | 12.84 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 1,610,721 | 470.16 | 16 | 700.00 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 249,796 | 4.03 | 2,500 | 2.33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 553,252 | 16.99 | 5,538 | 15.83 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 76,704 | 16.51 | 768 | 15.34 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 295,125 | 1.20 | 2,954 | 0.20 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,104 | 300.00 | 11 | 450.00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 112,695 | 2.99 | 1,128 | 1.99 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1,017 | 2.01 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 414 | 4 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 83,677 | 0.62 | 838 | -0.36 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 240,252 | 2,405 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 33,068 | 29.71 | 331 | 28.79 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 260,541 | 30.89 | 2,608 | 29.88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 864 | 9.51 | 9 | 14.29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 23,242 | 233 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 673,294 | 6,740 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3,869 | 10.54 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25,130 | 0.74 | 254 | 0.79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 106,905 | 313.61 | 1,070 | 309.96 | ||||
| 2026-05-18 | 13F | Altshuler Shaham Ltd | 196,378 | 96.38 | 1,966 | 94.36 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 52,951 | 4.20 | 530 | 3.31 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 15,032,041 | 150,471 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 54,779 | 2.27 | 548 | 1.29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,200 | 204.57 | 12 | 300.00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7,896 | 7.74 | 79 | 6.76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3,407 | 7.61 | 34 | 6.25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10,190 | 102 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 46,876 | 13.72 | 469 | 12.74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 166,608 | 21.01 | 1,668 | 19.84 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 64,274 | 643 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 379,350 | 3,797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 636,787 | 2.66 | 6,374 | 1.66 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 14,339 | 145 | ||||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 27,480 | 275 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 13,628 | 14.53 | 136 | 13.33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1,329,934 | 36.39 | 13,313 | 35.04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 114,694 | 357.29 | 1,148 | 353.75 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 14,803 | 23.53 | 148 | 22.31 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15,349 | 154 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 327,131 | 3.85 | 3,275 | 2.83 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 13,073 | 131 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 148,676 | 10.40 | 1,488 | 9.33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 172,976 | 0.31 | 2 | 0.00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1,845 | 18 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 388,159 | 0.28 | 3,885 | -0.72 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11,913 | 10.78 | 119 | 10.19 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 4,032,643 | 20.90 | 40,367 | 19.70 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 36,000 | 360 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2,215 | 930.23 | 22 | 2,100.00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 11,938 | 119 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 56,085 | 41.61 | 561 | 40.25 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 377 | 4 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 12,582 | 126 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 2 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 800 | 8 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 1,000 | 10 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1,096,123 | 10.05 | 10,972 | 8.97 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 209,065 | 2,093 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2,815 | 166.07 | 28 | 180.00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12,960 | 130 | ||||||
| 2026-05-15 | 13F | EFG International AG | 2,954 | 28.16 | 30 | 26.09 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 927 | 9.19 | 9 | 12.50 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1,102 | 10.20 | 11 | 10.00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5,250,957 | 5.37 | 52,562 | 4.33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10,500 | 105 | |||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 1,402 | 14 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 15,232 | 90.71 | 152 | 90.00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 235,522 | 9.91 | 2,358 | 8.82 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 379,517 | 17.44 | 3,799 | 16.25 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 29,924 | 10.99 | 300 | 9.93 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 935,229 | 21.85 | 9,362 | 20.65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 433,893 | 0.65 | 4,343 | -0.34 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 122 | 1 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 663 | 95.58 | 7 | 100.00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 684,558 | 20.61 | 6,852 | 19.41 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3,953,513 | 21,735.38 | 39,593 | 24,340.12 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12,982 | 15.15 | 130 | 14.16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 6,574,038 | 38.70 | 65,806 | 37.33 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 31,718,725 | 0.94 | 317,504 | -0.06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3,063,916 | 8.45 | 30,671 | 7.39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 14,922 | 14.25 | 149 | 12.88 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 443 | 4 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 70 | 1 | ||||||
| 2026-05-11 | 13F | 2Xideas AG | 437,469 | 2,159 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 8,922 | 14.38 | 89 | 14.10 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6,162 | 8.24 | 62 | 7.02 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 36,478 | 0.78 | 365 | 0.00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 48,255 | 483 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 91,085 | 5.64 | 912 | 4.59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,872 | 29 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 10,092 | 101 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21,271 | 23.88 | 213 | 22.54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 660 | 102.45 | 7 | 100.00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,002 | 402.01 | 30 | 400.00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16,068 | 0.58 | 161 | -0.62 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 8,699,093 | 41.00 | 87,078 | 39.61 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 563 | 181.50 | 6 | 400.00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11,514 | 8.09 | 115 | 7.48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 704,468 | 34.65 | 7,052 | 33.31 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 16,364 | 4.78 | 164 | 3.82 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 61,774 | 10.67 | 618 | 9.57 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 105,141 | 21.49 | 1,052 | 20.37 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 18 | 0 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5,658 | 57 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2,181,908 | 3.45 | 21,841 | 2.43 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 33,681 | 4.04 | 337 | 3.06 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 910 | 9 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 17,016 | 0.06 | 170 | -0.58 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 13,603 | 136 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 16,176 | 162 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 10,197 | 102 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 262 | 907.69 | 3 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1,213 | 12 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 48,499 | 88.45 | 485 | 86.54 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 204 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 249,641 | 0.16 | 2,499 | -0.83 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 87,556 | 7.13 | 876 | 6.05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192,177 | 36.65 | 1,924 | 35.33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 197,621 | 31.87 | 1,978 | 30.56 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1,147,659 | 11,488 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 93,822 | 939 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 213,938 | 7.39 | 2,142 | 6.31 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,303 | 101.39 | 13 | 116.67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31,406 | 1.65 | 314 | 0.64 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 231,106 | 25.50 | 2,313 | 24.29 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 150,995 | 1,511 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 16,850 | 6.40 | 169 | 5.00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 11,490 | 115 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25,138 | 12.37 | 254 | 27.00 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 62,904 | 51.03 | 630 | 49.41 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1,525,032 | 0.33 | 15,266 | -0.66 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 10,412 | 104 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 102,334 | 1,024 | ||||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 1,150,750 | 5.02 | 11,519 | 3.99 | ||||
| 2026-05-11 | 13F/A | PharVision Advisers, LLC | 12,303 | 123 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 25,986 | 11.62 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 31,874 | 20.52 | 319 | 19.48 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1,725,059 | 70.25 | 17,251 | 68.90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 97,069 | 118.68 | 972 | 116.74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28,640 | 38.67 | 287 | 37.50 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57,526 | 64.28 | 576 | 62.43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 79,121 | 14.98 | 792 | 13.96 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3,119 | 31 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 118,327 | 59.14 | 1,184 | 57.66 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 49,562 | 496 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 67,902 | 1.02 | 680 | 0.00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 12,562 | 12.29 | 126 | 10.62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 371,702 | 12.58 | 3,721 | 11.44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5,879 | 587.60 | 59 | 625.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 129,153 | 0.71 | 1,293 | -0.31 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 225 | 80.00 | 2 | 100.00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 587 | 4.63 | 6 | 0.00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 80 | 1 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1,897,694 | 18.73 | 18,996 | 17.56 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 43,277 | 18.41 | 433 | 17.34 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 38,423 | 6.41 | 385 | 5.21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 498,893 | 5.74 | 4,994 | 4.68 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3,456 | 35 | ||||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 32,950 | 330 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 39,991 | 28.25 | 400 | 26.98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 247,741 | 17.01 | 2,480 | 15.84 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 219,187 | 15.29 | 2,194 | 14.15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 155,748 | 24.39 | 1,559 | 23.24 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 8,470 | 428.38 | 85 | 425.00 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | 285 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 224 | 2 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6,492 | 8.89 | 65 | 6.67 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1,944 | 6.17 | 19 | 5.56 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 795,403 | 3.70 | 7,962 | 2.67 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 24,246 | 243 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10,748 | 98 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 15,673 | 11.53 | 157 | 9.86 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 138,272 | 3.51 | 1,384 | 2.52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40,396 | 2.46 | 404 | 1.51 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 346 | 16.11 | 3 | 0.00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8,279,468 | 2.21 | 82,795 | 1.10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 11,009 | 9.79 | 110 | 8.91 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 521 | 5 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4,745 | 24.90 | 47 | 23.68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,750,087 | 6.71 | 17,518 | 5.66 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 13,247 | 4.00 | 133 | 3.13 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 362,422 | 5.85 | 3,628 | 4.80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19,339 | 4.03 | 194 | 3.21 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2,291,768 | 48.95 | 22,941 | 47.48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 330 | 3 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 43,714 | 13.59 | 435 | 12.44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22,522 | 3.64 | 225 | 2.74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16,091 | 150 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 102,062 | 7.48 | 1,018 | 6.49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1,063,693 | 3.61 | 11 | 0.00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1,039,677 | 1.61 | 10,407 | 0.61 | ||||
| 2026-05-12 | 13F | Creative Planning | 630,997 | 19.37 | 6,316 | 18.19 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62,119 | 14.13 | 622 | 12.91 | ||||
| 2026-02-13 | 13F | Barclays Plc | 580,657 | 115.06 | 5,870 | 142.46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9,648 | 33.33 | 97 | 31.51 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 4,881,337 | 1.33 | 48,862 | 0.33 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 69,250 | 8.54 | 693 | 7.44 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 41,583 | 20.34 | 416 | 19.20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 29,472 | 38.21 | 295 | 37.21 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 576 | 6 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 19,682 | 7.45 | 197 | 6.49 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 45,058 | 451 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22,289 | 1.85 | 223 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 459,205 | 3.05 | 4,597 | 2.02 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 196,537 | 1,967 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 18,600 | 1.63 | 186 | 0.54 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5,178 | 81.88 | 52 | 82.14 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 473,692 | 29.97 | 4,742 | 28.69 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 16,162 | 4.25 | 162 | 3.21 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12,851 | 129 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 64,280 | 16.10 | 643 | 15.03 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 11,292 | 2.69 | 113 | 1.80 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 2,803,530 | 27,393.67 | 28,063 | 27,145.63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 50,285 | 45.56 | 503 | 44.13 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 13,901 | 5.92 | 139 | 5.30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 31,187 | 39.90 | 312 | 38.67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2,733 | 33.58 | 27 | 35.00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 138,779 | 9.08 | 1,374 | 8.71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14,816 | 160.20 | 148 | 157.89 | ||||
| 2026-02-10 | 13F | Norges Bank | 16,175,000 | 163,529 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 11,748 | 118 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 39,744 | 398 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1,322 | 54.44 | 13 | 62.50 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 17,285 | 32.54 | 173 | 32.06 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 271,574 | 2,718 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 451,649 | 214.74 | 5 | 300.00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1,221,499 | 11.80 | 12,227 | 10.69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1,508 | 2.86 | 15 | 7.14 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 280 | 3 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 393 | 133.93 | 4 | 200.00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 5 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 39,362 | 6.99 | 394 | 6.20 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 14,674,518 | 82.81 | 146,892 | 81.00 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24,375 | 77.31 | 244 | 76.09 |
