Statistiche di base
| Proprietari istituzionali | 285 total, 285 long only, 0 short only, 0 long/short - change of -1,37% MRQ |
| Allocazione media del portafoglio | 0.0790 % - change of -15,02% MRQ |
| Azioni istituzionali (Long) | 26.765.665 (ex 13D/G) - change of -7,42MM shares -21,64% MRQ |
| Valore istituzionale (Long) | $ 2.494.366 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares Global Healthcare ETF (GB:0JFM) ha 285 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 26,765,665 azioni. I maggiori azionisti includono BlackRock, Inc., Phoenix Holdings Ltd., Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Jane Street Group, Llc, Morgan Stanley, Richard Bernstein Advisors LLC, UBS Group AG, and Wells Fargo & Company/mn .
(iShares Trust - iShares Global Healthcare ETF (LSE:0JFM) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | CENTRAL TRUST Co | 62 | 0,00 | 6 | -16,67 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 5.372 | -12,22 | 490 | -17,95 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 25.741 | 1,10 | 2.408 | -2,90 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3.016 | -16,59 | 282 | -19,89 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 420 | 0,00 | 39 | -2,50 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 58 | 0,00 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 8.951 | 0,04 | 837 | -3,90 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 89 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.048 | -64,68 | 659 | -66,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 452.979 | -4,60 | 41.556 | -10,14 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 23 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 120 | 0,00 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 26.191 | 57,41 | 2.450 | 51,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 19.736 | 3,84 | 1.846 | -0,27 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54 | 5 | ||||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 898 | 0,00 | 84 | -3,45 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 212 | 0,00 | 20 | -5,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 495 | 0,00 | 46 | -4,17 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 242 | 23 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 42.370 | 0,14 | 3.968 | -3,71 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 520 | 205,88 | 49 | 200,00 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 3.220 | 0,00 | 301 | -3,83 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 536 | 50 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5.000 | 465 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.047 | 0,00 | 285 | -4,05 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 156 | -48,51 | 15 | -51,72 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 27.353 | 5,28 | 2.559 | 1,11 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.126 | 0,00 | 105 | -3,67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6.552 | -9,48 | 613 | -13,07 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 3.200 | 0,00 | 299 | -3,86 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 433 | 0,00 | 41 | -4,76 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 6 | -95,04 | 1 | -100,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 11.579 | -21,28 | 1.083 | -24,37 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 115.382 | 67,44 | 10.793 | 60,81 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2.196 | 205 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 152.875 | 4,30 | 14.300 | 0,16 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 19.874 | -22,96 | 1.859 | -26,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3.365 | 30,78 | 0 | |||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 34 | 3 | ||||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 2.902 | 28,98 | 271 | 23,74 | ||||
| 2026-05-14 | 13F | Fosun International Ltd | 6.461 | 0,00 | 604 | -3,97 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 43.692 | -0,36 | 4.087 | -4,31 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20.019 | -2,42 | 1.873 | -6,26 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 16.275 | 0,00 | 1.522 | -3,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 102.300 | -56,12 | 9.569 | -57,86 | ||||
| 2026-05-12 | 13F | Creative Planning | 29.883 | -2,06 | 2.795 | -5,92 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 61 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 54.915 | 0,00 | 5.137 | -3,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 168.798 | 59,13 | 15.789 | 52,83 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.870 | -1,27 | 175 | -5,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 216 | 20 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 13.296 | 3,44 | 1.244 | -0,72 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.349 | 0,00 | 220 | -3,95 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 15.361 | -18,96 | 1.437 | -22,21 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2.153 | 0,00 | 201 | -3,83 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.150 | -14,03 | 201 | -17,28 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 202 | 0,00 | 19 | -5,26 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 13.418 | -3,12 | 1.255 | -6,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.985 | -8,06 | 188 | -12,21 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 14.704 | 4,20 | 1.375 | -0,22 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.622 | 9,39 | 245 | 5,15 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 359 | -11,79 | 34 | -15,38 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 5.747 | 538 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 5.166 | 483 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.667 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2.510 | 0,00 | 235 | -4,10 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.226 | 12,40 | 1 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.619 | 174,94 | 432 | 165,03 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 22.919 | 95,40 | 2.144 | 87,65 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Essential Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4.360 | -10,66 | 408 | -14,32 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 3.338 | 0,00 | 312 | -4,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.523 | 6,43 | 142 | 2,16 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 4.193 | 0,00 | 392 | -3,92 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 3.726 | -3,97 | 349 | -7,69 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 5.400 | 505 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 2.489 | 10,67 | 233 | 5,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.163.309 | -51,93 | 108.816 | -53,84 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.004 | -1,67 | 390 | 8,06 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.239 | 0,00 | 209 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 13.931.176 | -1,94 | 1.303.122 | -5,83 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2.553 | -3,77 | 239 | -7,75 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 250 | 0,00 | 23 | -4,17 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3.864 | -3,76 | 361 | -7,67 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.753 | -56,29 | 259 | -58,69 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 32.761 | -2,61 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 307 | -2,54 | 29 | -6,67 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 899 | 0,00 | 84 | -3,45 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.816 | 12,11 | 638 | 7,60 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 570 | 0,00 | 53 | -3,64 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 9.142 | 5,85 | 855 | 1,66 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.390 | -1,10 | 504 | -4,91 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 397.027 | -69,08 | 37.141 | -70,31 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 469 | 4,22 | 44 | 0,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20.359 | 283,05 | 1.904 | 268,28 | ||||
| 2026-05-05 | 13F | UBS Group AG | 287.616 | 7,51 | 26.904 | 3,25 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 930 | -22,50 | 87 | -25,86 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 19.649 | 0,00 | 1.857 | -2,93 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.802 | 0,64 | 1.150 | 10,59 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4.014 | 0,00 | 375 | -3,85 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 2 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.801 | -0,19 | 449 | -4,06 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6.320 | 23,51 | 591 | 18,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13.301 | -7,42 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 6.557 | 69,30 | 613 | 62,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 176.620 | 11,55 | 16.521 | 7,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 28.985 | 191,57 | 2.732 | 182,42 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 230 | 0,00 | 22 | -4,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18.389 | 23,75 | 1.677 | 15,83 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 11.002 | 0,00 | 1.029 | -3,92 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 124 | 0,00 | 12 | -8,33 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5.565 | -43,86 | 521 | -46,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14.159 | 0,38 | 1.324 | -3,57 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 3.900 | 0,00 | 365 | -3,96 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.854 | -69,72 | 361 | -70,94 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 200 | 0,00 | 19 | -5,26 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.533 | -5,76 | 518 | -9,46 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 363 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 3.190 | 43,89 | 0 | |||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 29.207 | 0,14 | 2.732 | -3,80 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 92 | 22,67 | 9 | 14,29 | ||||
| 2026-04-07 | 13F | Eastern Bank | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 4.627 | 0,00 | 433 | -4,00 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 24.892 | -9,32 | 2.328 | -12,91 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 94 | 0,00 | 9 | -11,11 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2.760 | 0,00 | 258 | -3,73 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3.915 | -69,38 | 366 | -70,60 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 7.954 | 70,32 | 744 | 63,66 | ||||
| 2026-05-15 | 13F | Independent Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2.500 | 236 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 4.151 | -66,98 | 388 | -68,30 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 2.580 | 241 | ||||||
| 2026-01-29 | 13F | Courier Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 50 | 5 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 8.237 | -34,77 | 770 | -37,35 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 7.822 | 732 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.261.257 | -71,85 | 211.518 | -72,96 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 346 | 0,00 | 32 | -3,03 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 189 | 0,00 | 18 | -5,56 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 428 | -40,47 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 47.141 | 7,52 | 4.410 | 3,26 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 80 | -74,19 | 7 | -76,67 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 180 | 0,00 | 17 | -5,88 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 3.272 | 0,00 | 306 | -3,77 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 729 | -34,15 | 68 | -36,45 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 38.238 | -0,64 | 3.578 | -4,61 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 15.618 | -5,08 | 1.461 | -8,86 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 351 | -3,84 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 33.460 | 43,06 | 3.130 | 37,42 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.974 | 2,73 | 278 | 8,59 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.112 | -71,70 | 104 | -72,77 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 76 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 102 | -3,81 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 15.301 | 16,37 | 1.431 | 11,80 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 135.647 | 0,99 | 12.689 | -3,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.715 | 264 | ||||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 500 | 30 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3.748 | 0,00 | 349 | -6,68 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 301 | -98,97 | 28 | -3,45 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 220 | 0,00 | 21 | -4,76 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14.791 | 20,67 | 1.384 | 15,93 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 100 | 0,00 | 9 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.858 | 0,00 | 361 | -4,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 800 | 0,00 | 75 | -3,90 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 58.600 | 31,39 | 5.481 | 26,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 447.523 | 1.132,23 | 41.861 | 1.083,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 56.307 | 15,32 | 5.267 | 10,75 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1.512 | 0,00 | 141 | -4,08 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.405 | -7,57 | 324 | -9,78 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3.575 | 0,11 | 334 | -3,75 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.535 | 0,00 | 237 | -3,66 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 9.996 | -0,35 | 935 | -4,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 473 | 29,95 | 44 | 25,71 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 4.790 | 0,00 | 448 | -3,86 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 120 | -46,90 | 11 | -50,00 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 3.734.000 | 75,74 | 349.278 | 68,77 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 690 | 0,00 | 65 | -7,25 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 4.606 | -0,86 | 431 | -4,87 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.324 | 0,00 | 217 | -3,98 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7.535 | 0,87 | 705 | -3,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 225.900 | -2,26 | 21.131 | -6,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10.127 | -2,25 | 947 | 94.600,00 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2.000 | 0,00 | 187 | -3,61 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18.143 | 13,47 | 1.697 | 8,99 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.218 | -36,20 | 479 | -39,95 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15.289 | -31,25 | 1.430 | -33,95 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 32 | 0,00 | 3 | -33,33 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 2.905 | -1,53 | 272 | -5,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.284 | 12,43 | 120 | 8,11 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 39.718 | 18,67 | 3.869 | 30,46 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 11.703 | 0,00 | 1.095 | -3,95 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 27.954 | -46,34 | 2.723 | -46,35 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 348 | 0,00 | 33 | -3,03 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 105 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 8.300 | -0,16 | 776 | -4,08 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 180 | 0,00 | 17 | -5,88 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2.606 | 244 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.566 | 37,97 | 146 | 32,73 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6.029 | -21,42 | 564 | -24,63 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 723 | -0,28 | 68 | -4,29 | ||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 3.200 | -50,23 | 299 | -52,24 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.163 | 0,00 | 109 | -4,42 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 6.627 | -1,22 | 620 | -5,21 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.922 | -29,83 | 273 | -32,59 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 79 | 7 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3.329 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Marex Group plc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13.327 | -26,80 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 119.699 | -18,46 | 11.196 | -21,72 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 350 | 0,00 | 33 | -5,88 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6.790 | -65,98 | 635 | -67,32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 338 | 0,00 | 32 | -3,12 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 2.827 | -4,72 | 264 | -8,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.625 | 61,54 | 246 | 55,06 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.146 | 0,00 | 107 | -3,60 | ||||
| 2026-05-15 | 13F | FIL Ltd | 31.028 | -14,67 | 2.902 | -18,28 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 60 | 0,00 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 600 | 0,00 | 56 | -3,45 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 4.630 | 0,00 | 433 | -3,78 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 111 | -40,00 | 10 | -41,18 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2.993 | -4,47 | 280 | -8,52 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3.295 | 0,00 | 308 | -3,75 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.400 | 131 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 8.094 | -2,23 | 757 | -6,08 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 10 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 66 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 9.078 | 0,36 | 849 | -3,52 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18.431 | -4,20 | 1.724 | -7,96 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 12.361 | 109,37 | 1.156 | 101,04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 16.614 | 1.554 | ||||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2.699 | 8,00 | 252 | 3,70 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | ICICI Prudential Asset Management Co Ltd | 12.675 | 0,00 | 1.186 | -3,97 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.806 | 0,00 | 262 | -4,03 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 2.188 | 0,00 | 189 | -5,03 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 26.700 | 0,00 | 2.498 | -3,96 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1.036 | -29,91 | 97 | -32,87 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 35.177 | 7.167,98 | 3.325 | 6.972,34 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 150 | 0,00 | 14 | 0,00 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3.261 | 0,00 | 305 | -3,79 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 4.800 | 449 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8.163 | -54,29 | 764 | -56,12 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 13.760 | 1 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.787 | -52,43 | 541 | -54,31 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 559 | -0,53 | 52 | -3,70 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 3.864 | 361 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 199.252 | -7,60 | 18.637 | -11,27 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 147 | 0,00 | 14 | -7,14 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2.214 | 207 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 5.355 | 501 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 12.712 | 1,83 | 1.189 | -2,14 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 51.406 | 1,34 | 4.809 | -2,67 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 21.548 | -97,50 | 2.016 | -97,60 | ||||
| 2026-05-04 | 13F | Nwam Llc | 5.085 | 0,00 | 476 | -7,05 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 3.827 | 0,00 | 358 | -3,76 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 18 | -53,85 | 2 | -66,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.449 | 2,30 | 416 | -1,65 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 508 | 0,00 | 48 | -4,08 | ||||
| 2026-05-15 | 13F | Titan Wealth (CI) Ltd | 945 | 0,00 | 88 | -3,30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.102 | 45,36 | 400 | 59,60 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 391 | 95,50 | 36 | 80,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26.495 | -42,58 | 2.478 | -44,86 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 92.011 | -0,91 | 8.614 | -4,85 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.385 | 0,00 | 223 | -3,88 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3.062 | -6,13 | 286 | -9,78 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2.360 | 221 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 93.108 | 7,02 | 8.709 | 2,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 104 | 0,00 | 10 | -10,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 350 | 33 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2.152 | 201 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 5.357 | 0,00 | 501 | -3,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16.942 | -51,37 | 1.585 | -53,30 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.975 | 0,00 | 278 | -3,81 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 57.972 | 26,75 | 5.423 | 21,73 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5 | 0 | ||||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 13.215 | 4,56 | 1.236 | 0,41 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 444.693 | 5,40 | 41.597 | 1,22 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.689 | 20,24 | 1.093 | 15,66 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 315 | 0,00 | 29 | -3,33 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.391 | 6,84 | 224 | 2,76 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 126.156 | -56,42 | 11.801 | -58,15 |
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