FBTC / Fidelity Wise Origin Bitcoin Fund - Proprietà istituzionale - Acquirenti

Fidelity Wise Origin Bitcoin Fund
US ˙ BATS

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Fidelity Wise Origin Bitcoin Fund includono Intercapital, Llc, IPG Investment Advisors LLC, Bank of New York Mellon Corp, Ninepoint Partners LP, Quadrature Capital Ltd, ShoreHaven Wealth Partners, LLC, Strategic Financial Planning, Inc., Holland Advisory Services, Inc., Strategic Family Wealth Counselors, L.L.C., Old National Bancorp /in/, Sovran Advisors, LLC, Strive Financial Group ,LLC, Diversified Management Inc, Warren Street Wealth Advisors, LLC, Fortitude Family Office, LLC, Savvy Advisors, Inc., Liberty Wealth Management Llc, Crown Wealth Group, LLC, Heritage Trust Co, e Tactive Advisors, LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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
(%)
2026-04-15 13F Activest Wealth Management 27.799 6.175,17 1.641 4.869,70
2026-04-20 13F Balance Wealth, LLC 3.449 204
2026-04-28 13F Belpointe Asset Management LLC 15.621 84,56 922 42,95
2026-04-21 13F Old National Bancorp /in/ 13.350 788
2026-05-15 13F Mercer Global Advisors Inc /adv 32.564 7,45 1.922 -16,80
2026-05-11 13F Elequin Capital Lp 93.700 1.071,25 5.531 808,21
2026-05-11 13F Beacon Capital Management, LLC 6.602 12,49 390 -12,98
2026-04-23 13F Vista Investment Partners Ii, Llc 55.386 16,38 3.269 -9,87
2026-05-06 13F Assetmark, Inc 96 14,29 6 -16,67
2026-02-17 13F Ninepoint Partners LP 30.800 2.348
2026-05-14 13F Strategic Financial Planning, Inc. 20.979 4.317
2026-05-08 13F LaSalle St. Investment Advisors, LLC 45.206 130,40 2.669 266.700,00
2026-04-28 13F Libra Wealth Llc 93.717 20,94 5.532 -6,33
2026-05-15 13F Farringdon Capital, Ltd. 50.766 28,73 2.997 -0,33
2026-04-16 13F Warren Street Wealth Advisors, LLC 11.264 665
2026-04-27 13F BIP Wealth, LLC 4.970 8,59 293 -15,80
2026-05-01 13F Signature Resources Capital Management, LLC 9 1
2026-05-05 13F Aspiring Ventures, LLC 4.265 252
2026-04-22 13F StoryOne LLC 0 319 -11,14
2026-05-05 13F Newbridge Financial Services Group, Inc. 620 8,20 37 -16,28
2026-04-29 13F Meitav Dash Investments Ltd 54.170 45,07 3.198 12,33
2026-04-21 13F Merkkuri Wealth Advisors LLC 1.032 61
2026-04-27 13F JB Capital LLC 12.421 5,30 733 -18,46
2026-05-12 13F Argentarii, LLC 8.840 7,80 522 -16,64
2026-05-15 13F Morgan Stanley 852.949 23,14 50.350 -4,65
2026-05-14 13F Pinnacle Financial Partners, Inc. 4.705 48,24 278 14,94
2026-02-10 13F Principia Wealth Advisory, LLC 518 317,74 39 225,00
2026-05-13 13F ShoreHaven Wealth Partners, LLC 21.934 1.295
2026-04-15 13F Financial Management Professionals, Inc. 20.798 0,48 1.228 -22,19
2026-04-28 13F Robertson Stephens Wealth Management, LLC 14.302 8,11 844 -16,27
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 31.984 0,83 1.888 -21,92
2026-04-22 13F Citrine Capital LLC 138.176 15,08 8.157 -10,89
2026-04-24 13F Private Advisor Group, LLC 158.610 777,41 9.363 579,39
2026-04-29 13F Hughes Financial Services, LLC 5 0
2026-04-17 13F Tectonic Advisors Llc 4.846 0,92 286 -21,86
2026-05-08 13F Camelot Portfolios, LLC 21.411 0,13 1.264 -22,52
2026-05-01 13F Sovran Advisors, LLC 13.208 879
2026-05-13 13F Kovitz Investment Group Partners, LLC 43.201 1,02 2.550 -21,78
2026-04-15 13F Avondale Wealth Management 4.166 246
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 32.204 7,50 1.901 -16,73
2026-05-07 13F JSF Financial, LLC 11.379 9,70 672 -15,06
2026-05-11 13F Daymark Wealth Partners, Llc 12.894 0,50 761 -22,19
2026-05-01 13F Thrivent Financial For Lutherans 3.608 4,10 0
2026-04-20 13F Eagle Strategies LLC 10.343 70,45 611 32,03
2026-05-12 13F Curio Wealth, Llc 709 22,45 42 -6,82
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 125 7
2026-05-14 13F Spectrum Strategic Capital Management, LLC 31.620 13,51 1.867 -12,11
2026-05-15 13F Cerity Partners LLC 37.247 10,88 2.199 -14,14
2026-05-06 13F Gryphon Financial Partners LLC 5.380 4,81 318 -18,93
2026-04-15 13F Massachusetts Wealth Management 8.867 523
2026-05-04 13F Sound Portfolio Advisors, LLC 9.136 7,15 539 -16,95
2026-05-15 13F Capstone Financial Advisors, Inc. 3.572 20,27 211 -7,08
2026-05-04 13F Geneos Wealth Management Inc. 915 2.950,00 54 2.600,00
2026-04-15 13F Curran Financial Partners, LLC 4.303 1,53 254 -21,36
2026-05-15 13F Royal Bank Of Canada 979 123,01 58 75,76
2026-05-15 13F National Bank Of Canada /fi/ 1.090 42,30 64 10,34
2026-05-07 13F Alchemi Wealth, LLC 23.024 25,77 1.359 -2,58
2026-05-07 13F Sagespring Wealth Partners, Llc 3.535 13,56 209 -12,24
2026-04-23 13F SevenBridge Financial Group, LLC 85.331 13,56 5.861 2,29
2026-05-11 13F Kaleidoscope Capital Lp 414.725 33,92 24.481 3,71
2026-04-30 13F BRYN MAWR TRUST Co 4.831 7,43 285 -16,67
2026-05-06 13F Gs Investments, Inc. 18 1
2026-04-27 13F Mustard Seed Financial, LLC 16.494 3,24 974 -20,05
2026-05-08 13F Valeo Financial Advisors, LLC 42.426 14,90 2.504 -11,02
2026-05-11 13F Foundations Investment Advisors, LLC 81.417 4,26 4.806 -19,25
2026-05-14 13F Mill Creek Capital Advisors, LLC 4.283 253
2026-04-08 13F Ptm Wealth Management, Llc 50.522 47,27 3.068 8,91
2026-05-15 13F Stansberry Asset Management, Llc 24.540 4,47 1.449 -19,11
2026-05-06 13F Spartan Wealth Advisory Services LLC 4.664 275
2026-05-14 13F Modern Wealth Management, LLC 3.537 210
2026-04-30 13F Roman Butler Fullerton & Co 8.847 1,53 550 -19,03
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 2.150 66,67 127 28,57
2026-04-28 13F Investment Advisory Services Group LLC 10.835 9,06 640 -15,59
2026-02-17 13F Strive Financial Group ,LLC 11.692 891
2026-04-27 13F Pensionmark Financial Group, Llc 22.139 41,01 1.307 9,20
2026-05-14 13F Jump Financial, LLC 27.359 237,85 1.615 161,75
2026-02-12 13F FineMark National Bank & Trust 8.065 9,21 615 -16,69
2026-05-04 13F Bedel Financial Consulting, Inc. 16.177 9,56 955 -15,20
2026-05-11 13F Pathstone Holdings, LLC 58.333 24,12 3.443 -3,88
2026-05-14 13F Traynor Capital Management, Inc. 95.549 0,04 5.531 -24,02
2026-02-17 13F SageView Advisory Group, LLC 305 23
2026-05-05 13F Leo Wealth, LLC 4.929 65,35 291 27,75
2026-05-14 13F Cwm, Llc 103.637 6,22 6.118 87.285,71
2026-04-29 13F Atlas Wealth Partners, LLC 212.416 1,91 12.539 -21,09
2026-05-12 13F CIBC Bancorp USA Inc. 1.446 -63,43
2026-04-17 13F/A Founders Financial Securities Llc 5.774 4,56 363 -13,81
2026-05-15 13F Jones Financial Companies Lllp 130 7
2026-05-15 13F Markin Asset Management, LP 4.275 1,42 252 -21,50
2026-04-30 13F Kestra Advisory Services, LLC 193.072 8,32 11.397 -16,12
2026-04-17 13F CENTRAL TRUST Co 5.922 0,48 350 -22,27
2026-05-08 13F Endowment Wealth Management, Inc. 9.003 25,46 531 -2,93
2026-05-05 13F Crestwood Advisors Group LLC 9.374 0,47 553 -22,22
2026-05-13 13F Headlands Technologies LLC 5.573 329
2026-05-13 13F Cetera Investment Advisers 407.064 29,42 24.029 0,23
2026-04-27 13F PFG Investments, LLC 4.995 295
2026-04-22 13F Stone House Investment Management, LLC 4.663 65,83 275 28,50
2026-04-28 13F Canvas Wealth Advisors, LLC 12.514 9,52 739 -15,17
2026-05-04 13F Citizens National Bank Trust Department 13.055 26,07 771 -2,41
2026-05-12 13F Sfmg, Llc 56.915 14,86 3.360 -11,07
2026-04-30 13F Equitable Trust Co 9.763 576
2026-04-22 13F Gerber, Llc 3.606 0,70 213 -22,34
2026-05-15 13F Rehmann Capital Advisory Group 7.443 58,53 439 22,97
2026-04-27 13F Prasad Wealth Partners, LLC 6.254 56,51 369 21,38
2026-05-13 13F Heritage Wealth Advisors 1.586 91,08 94 47,62
2026-04-20 13F Sowell Financial Services LLC 5.274 11,05 311 -14,09
2026-05-13 13F Lloyd Advisory Services, LLC. 59 3
2026-05-14 13F Evoke Wealth, Llc 25.300 91,09 1.493 47,97
2026-02-03 13F Vantage Financial Partners, LLC 6.298 30,42 480 -0,21
2026-05-15 13F Advisor Group Holdings, Inc. 137.590 61,95 8.122 25,42
2026-02-14 13F Militia Capital Partners, LP 42.300 302,86 3.225 207,63
2026-05-01 13F Fifth Third Bancorp 815 676,19 48 500,00
2026-05-01 13F Mutual Advisors, LLC 77.933 8,78 4.600 -15,77
2026-04-15 13F Redhawk Wealth Advisors, Inc. 6.877 0,53 406 -22,26
2026-04-21 13F Avaii Wealth Management, Llc 118.105 8,87 6.972 -15,70
2026-05-11 13F HBK Sorce Advisory LLC 3.393 237
2026-05-01 13F Diversify Wealth Management, Llc 226.169 6.152,94 14.862 4.903,70
2026-05-05 13F Sanctuary Advisors, LLC 118.559 149,19 6.999 93,00
2026-05-15 13F GWM Advisors LLC 78.941 27,74 79 -98,34
2026-05-12 13F Creative Planning 160.984 6,15 9.503 -17,81
2026-05-15 13F Osbon Capital Management Llc 16.910 106,45 998 59,94
2026-02-06 13F Global Retirement Partners, LLC 32.870 2,75 2.506 -21,52
2026-05-07 13F Key Capital Management, INC 60 7,14 4 -25,00
2026-04-23 13F Willis Johnson & Associates, Inc. 8.401 1,19 496 -21,68
2026-05-06 13F HighMark Wealth Management LLC 188 27,89 11 0,00
2026-04-27 13F Meramec Financial Planners, LLC 191 13
2026-04-08 13F Legacy Wealth Asset Management, LLC 302.229 1,31 17.841 -21,55
2026-05-15 13F Wellspring Financial Advisors, LLC 30.956 35,23 1.827 4,64
2026-05-11 13F Estate Planners Group, LLC 9.482 12,21 560 -13,20
2026-04-13 13F Bnc Wealth Management, Llc 135.225 80,89 7.982 40,08
2026-04-23 13F Game Plan Financial Advisors, LLC 475 28
2026-05-11 13F Aptus Capital Advisors, LLC 97.369 15,14 5.748 -10,84
2026-04-28 13F Lansing Street Advisors 41.541 0,40 2.452 -22,26
2026-05-14 13F Corps Capital Advisors, LLC 16.182 123,97 955 73,64
2026-01-29 13F Comerica Bank 1.106 84
2026-04-10 13F Perigon Wealth Management, LLC 12.338 3,69 728 -19,74
2026-04-10 13F Waldron Private Wealth LLC 13.370 9,55 789 -15,16
2026-04-20 13F Ritholtz Wealth Management 4.946 5,73 292 -18,26
2026-05-12 13F Rather & Kittrell, Inc. 4.799 13,02 283 -12,38
2026-05-12 13F Ellis Investment Partners, LLC 8.457 9,28 499 -15,42
2026-05-13 13F Heritage Trust Co 6.130 362
2026-04-28 13F Appleton Partners Inc/ma 4.869 7,39 0
2026-05-08 13F McAdam, LLC 5.373 5,85 317 -17,88
2026-04-22 13F Apollon Wealth Management, LLC 12.642 2,74 746 -20,47
2026-05-13 13F Lido Advisors, LLC 118.427 137,79 6.991 45,08
2026-05-15 13F Qube Research & Technologies Ltd 27.872 11,47 1.645 -13,69
2026-05-14 13F Simplex Trading, Llc 70.689 4.173
2026-05-15 13F D. E. Shaw & Co., Inc. 237.000 27,41 13.995 -1,34
2026-05-13 13F Kingdom Financial Group LLC. 59 3
2026-05-20 13F/A Arete Wealth Advisors, LLC 24.193 12,80 1.428 142.600,00
2026-04-13 13F Mather Group, Llc. 328 19
2026-05-14 13F EP Wealth Advisors, Inc. 51.408 10,47 3.035 -14,46
2026-05-14 13F RPg Family Wealth Advisory, LLC 4.669 0,24 276 -22,54
2026-05-08 13F Prime Capital Investment Advisors, LLC 7.356 434
2026-05-14 13F Catalytic Wealth RIA, LLC 23.827 0,51 1.407 -22,19
2026-04-20 13F Guild Investment Management, Inc. 30.351 7,44 1.792 -16,81
2026-04-29 13F Clare Market Investments LLC 3.400 7,59 201 -36,51
2026-05-12 13F/A Panoramic Investment Advisors, Llc 40.842 1,39 2.411 -21,50
2026-05-14 13F Gem Investment Advisors, LLC 40.000 38,68 2.361 7,42
2026-04-02 13F Noble Wealth Management PBC 3.445 65,23 203 28,48
2026-04-28 13F Bogart Wealth, LLC 6.982 2.534,72 412 1.960,00
2026-04-13 13F IFP Advisors, Inc 12.290 7,89 725 -16,47
2026-05-12 13F Cascade Financial Partners, LLC 9.098 55,95 537 20,95
2026-04-29 13F WealthPlan Investment Management, LLC 29.223 6,74 1.725 -17,35
2026-04-16 13F Evexia Wealth Llc 56.511 29,64 3.611 -2,67
2026-05-13 13F Bank Of Montreal /can/ 20.155 78,38 1.190 38,10
2026-05-14 13F Rockefeller Capital Management L.P. 200 12
2026-05-07 13F Centerpoint Advisors, LLC 6.773 33,54 0
2026-04-09 13F Diversified Management Inc 11.490 678
2026-05-05 13F HighTower Advisors, LLC 386.012 1,16 22.786 -21,67
2026-05-15 13F Old Mission Capital Llc Call 564.600 18,27 671 228,43
2026-04-07 13F Cooper Financial Group 4.781 282
2026-04-16 13F BridgePort Financial Solutions, LLC 4.527 9,53 267 -15,24
2026-04-17 13F Signal Advisors Wealth, LLC 23.334 44,15 1.377 11,68
2026-04-23 13F Drucker Wealth 3.0, LLC 7.923 57,33 468 21,93
2026-02-20 13F SB Capital Management Inc 2.730 208
2026-04-15 13F Fortitude Family Office, LLC 8.638 510
2026-05-15 13F Huntington National Bank 132 -22,35
2026-05-08 13F Quantify Chaos Advisors, Llc 8.660 174,31 511 112,92
2026-05-14 13F Renaissance Technologies Llc 55.100 22,72 3.253 -4,97
2026-04-27 13F HB Wealth Management, LLC 4.100 18,29 242 -8,33
2026-04-10 13F Country Trust Bank 270 16,88 16 -11,76
2026-05-14 13F Clg Llc 7.911 0,76 467 -22,07
2026-05-07 13F Bearing Point Capital, Llc 31.236 93,75 1.844 50,08
2026-05-14 13F Raymond James Financial Inc 21.259 93,93 1.255 50,18
2026-05-06 13F Angeles Wealth Management, Llc 8.327 28,64 492 -0,41
2026-05-15 13F Symmetry Peak Management Llc Put 7.500 443
2026-04-09 13F Wedmont Private Capital 10.913 10,20 678 -13,52
2026-05-04 13F 6th Street Advisors, LLC 3.889 230
2026-05-11 13F Wealth Dimensions Group, Ltd. 9.664 1,69 570 -21,27
2026-05-15 13F Schonfeld Strategic Advisors LLC 2.530.236 7,67 149.360 -16,62
2026-04-27 13F Great Point Wealth Advisors, LLC 164.297 38,16 9.698 6,98
2026-04-22 13F Spire Wealth Management 54.686 1,18 3.228 -21,63
2026-04-15 13F Silverlake Wealth Management Llc 19.237 7,79 1.136 -16,54
2026-05-15 13F Susquehanna International Group, Llp 527.742 24,57 31.153 -3,54
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 6.369 44,45 0
2026-04-16 13F Upper Left Wealth Management, LLC 13.081 35,32 772 4,89
2026-04-21 13F Magnolia Private Wealth, LLC 4.617 273
2026-05-04 13F Procyon Private Wealth Partners, LLC 9.619 7,47 568 -16,86
2026-05-04 13F Bleakley Financial Group, LLC 19.112 13,39 1.128 -12,15
2026-05-04 13F Envestnet Asset Management Inc 609.080 14,03 35.954 -11,70
2026-05-01 13F 180 Wealth Advisors, Llc 31.660 54,84 1.869 19,90
2026-05-15 13F Wealth Management Nebraska 4.585 30,81 271 1,12
2026-02-17 13F Running Point Capital Advisors, LLC 7.743 1,00 590 -22,88
2026-04-16 13F EdgeRock Capital LLC 4.854 4,59 287 -18,98
2026-04-30 13F Sequoia Financial Advisors, LLC 13.785 39,82 814 8,26
2026-05-15 13F AlphaCore Capital LLC 5.595 26,78 330 -1,79
2026-05-08 13F Steward Partners Investment Advisory, Llc 22.320 517,60 1.318 378,91
2026-04-10 13F YHB Investment Advisors, Inc. 3.697 3,41 218 -19,85
2026-04-24 13F Cane Capital Partners, LLC 26.770 16,35 1.580 -9,87
2026-05-05 13F Bank of New York Mellon Corp 31.217 1.843
2026-04-20 13F Kfg Wealth Management, Llc 10.208 28,53 603 -0,50
2026-04-08 13F First Heartland Consultants, Inc. 52.655 1,94 3.108 -21,06
2026-05-14 13F Advisory Alpha, LLC 4.300 254
2026-02-18 13F Financial Advisory Service, Inc. 2.996 228
2026-05-06 13F Kiker Wealth Management, LLC 8.927 527
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 16.763 990
2026-04-24 13F Canton Hathaway, LLC 725 1,40 43 -22,22
2026-05-07 13F Ckw Financial Group 2.135 956,93 0
2026-04-28 13F Southern Michigan Bank & Trust 817 48
2026-05-14 13F Redwood Investment Management, Llc 3.821 11,50 0
2026-05-06 13F Precision Wealth Strategies, LLC 21.128 54,78 1.247 19,90
2026-04-28 13F Golden State Equity Partners 1.002 59
2026-05-11 13F CFO4Life Group, LLC 9.788 25,58 578 -2,86
2026-04-29 13F Childress Capital Advisors, Llc 33.857 2,67 1.999 -20,49
2026-05-05 13F Smart Money Group LLC 59.860 1,91 3.534 -21,09
2026-05-18 13F Cim, Llc 15.142 34,93 894 4,44
2026-05-13 13F Buckingham Strategic Partners 3.482 205
2026-04-27 13F Platform Technology Partners 6.206 21,05 366 -6,15
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 1.864 1,86 110 -20,86
2026-05-05 13F Atria Investments Llc 16.683 17,30 985 -9,23
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 22.397 12,43 1.322 -12,91
2026-04-13 13F Compass Ion Advisors, LLC 250.799 13,48 14.805 -12,13
2026-04-29 13F Demars Financial Group, LLC 17.402 90,64 1.027 47,77
2026-05-11 13F Condor Capital Management 15.311 6,96 904 -17,23
2026-04-07 13F Signaturefd, Llc 1.445 0,70 85 -22,02
2026-04-21 13F Shepherd Street Advisors LLC 4.343 44,43 256 11,79
2026-01-22 13F Greenberg Financial Group 8.169 12,82 623 45,67
2026-02-12 13F CIBC Private Wealth Group, LLC 33.549 5,92 2.557 -19,11
2026-05-15 13F Beacon Pointe Advisors, LLC 26.164 212,78 1.544 142,39
2026-04-21 13F Instrumental Wealth, Llc 10.245 2,91 605 3,42
2026-05-14 13F We Are One Seven, LLC 8.521 7,48 503 -16,72
2026-05-07 13F Element Pointe Advisors, Llc 57.121 31,09 3.372 1,51
2026-04-15 13F DecisionMap Wealth Management, LLC 60.909 8,38 3.595 -16,08
2026-04-09 13F CRA Financial Services, LLC 31.155 9,30 1.839 -15,33
2026-05-14 13F Virtu Financial LLC 7.613 0
2026-04-27 13F Sound Income Strategies, LLC 535 35,79 32 -3,12
2026-04-29 13F/A Salem Investment Counselors Inc 141 8
2026-05-14 13F Peloton Wealth Strategists 24.571 122,02 1
2026-05-14 13F Allworth Financial LP 6.256 12,46 369 -12,97
2026-04-22 13F Clear Creek Financial Management, LLC 11.911 4,20 703 -19,29
2026-04-22 13F Samalin Investment Counsel, LLC 9.755 2,57 576 -20,58
2026-04-16 13F Cambridge Advisors Inc. 58.528 3,37 3.455 -19,97
2026-04-09 13F IFG Advisors, LLC 4.728 4,53 279 -18,90
2026-05-11 13F Savvy Advisors, Inc. 7.012 414
2026-05-15 13F Citadel Advisors Llc Put 241.000 4,74 14.226 -18,89
2026-05-12 13F Ausdal Financial Partners, Inc. 7.563 38,24 446 6,95
2026-05-08 13F Wall Street Access Asset Management, LLC 150 9
2026-04-07 13F Farther Finance Advisors, LLC 57.466 59,70 3.411 24,40
2026-05-15 13F/A Independent Financial Group, Llc 6.355 375
2026-05-15 13F Citadel Advisors Llc Call 985.500 9,87 58.174 -14,92
2026-04-30 13F Relyea Zuckerberg Hanson LLC 14.362 174,14 848 112,28
2026-04-16 13F Triad Wealth Partners, LLC 4.034 52,92 238 18,41
2026-04-21 13F GHP Investment Advisors, Inc. 83 1,22 5 -33,33
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 20.083 1,38 1.186 -21,52
2026-04-29 13F Garde Capital, Inc. 10.726 9,77 633 -14,92
2026-04-27 13F Soltis Investment Advisors LLC 18.259 6,44 1.078 -17,60
2026-04-10 13F Pure Financial Advisors, Inc. 10.782 636
2026-03-31 13F Sankala Group LLC 9.214 3,98 532 5,14
2026-02-13 13F Pine Valley Investments Ltd Liability Co 5.253 41,32 400 8,11
2026-04-21 13F Falcon Wealth Planning 12.994 11,27 767 -13,82
2026-04-08 13F Holos Integrated Wealth LLC 10 1
2026-05-13 13F Archetype Wealth Partners 134.855 36,08 8 0,00
2026-04-15 13F Eaton Financial Holdings Company, LLC 71.748 0,71 4.235 -22,01
2026-05-14 13F Milestone Asset Management Group, LLC 61.488 4,08 3.630 -19,41
2026-04-10 13F Intellectus Partners, LLC 8.075 4,87 477 -18,77
2026-05-15 13F Warren Averett Asset Management, LLC 26.777 64,99 1.581 27,73
2026-05-11 13F COFG Advisors, LLC 37.024 4,08 2.186 -19,40
2026-05-15 13F Toroso Investments, LLC Call 542.300 32.012
2026-05-15 13F Toroso Investments, LLC 543.781 32.099
2026-05-15 13F Quadrature Capital Ltd 27.313 1.612
2026-04-08 13F Birchbrook, Inc. 245 48,48 14 16,67
2026-05-14 13F Gwn Securities Inc. 12.545 24,43 741 -3,65
2026-05-14 13F Beaird Harris Wealth Management, LLC 66.251 0,70 3.911 -22,03
2026-05-13 13F Federation des caisses Desjardins du Quebec 4.001 34,71 236 4,42
2026-05-07 13F Principle Wealth Partners Llc 25.343 9,34 1.496 -15,29
2026-05-13 13F Anson Capital, Inc. 9.424 64,04 556 27,23
2026-04-21 13F Pallas Capital Advisors LLC 20.747 93,18 1.225 49,63
2026-05-08 13F/A JPL Wealth Management, LLC 20 1
2026-04-24 13F UMA Financial Services, Inc. 672 4,02 40 -20,41
2026-04-17 13F Berman McAleer LLC 157.241 58,92 9.282 23,06
2026-04-21 13F Crown Wealth Group, LLC 6.352 375
2026-05-13 13F/A Jpmorgan Chase & Co 22.196 455,46 1.285 322,37
2026-05-06 13F LPL Financial LLC 28.701 16,76 1.694 -9,56
2026-05-15 13F CI Private Wealth, LLC 92.945 2,34 3.634 -47,51
2026-04-24 13F Mills Wealth Advisors LLC 18.800 21,27 1.110 -6,10
2026-05-15 13F Advisory Services Network, LLC 60.267 5,94 3.558 -17,97
2026-04-23 13F SMART Wealth LLC 37.487 2,54 2.213 -20,60
2026-04-10 13F Wealth Group Ltd 9.839 55,26 581 20,08
2026-04-29 13F Am Investment Strategies Llc 65.379 10,48 4 -25,00
2026-04-30 13F Legacy Financial Advisors, Inc. 6.276 4,98 370 -18,68
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 19.663 13,48 1.161 -12,12
2026-04-22 13F Parcion Private Wealth LLC 150.243 2,42 8.869 -20,69
2026-04-22 13F Kapstone Financial Advisors LLC 11.750 2,75 694 -20,44
2026-02-13 13F Colony Group, LLC 98.660 59,74 7.521 22,00
2026-04-20 13F Jfs Wealth Advisors, Llc 19 1
2026-05-13 13F BlackRock, Inc. 293.833 1,10 17.345 -21,72
2026-05-13 13F Sepio Capital, LP 44.156 0,25 2.607 -22,37
2026-05-18 13F Arkadios Wealth Advisors 4.214 75,73 249 36,26
2026-05-14 13F Aries Wealth Management 19.148 24,24 1.130 -3,75
2026-05-15 13F Strategies Wealth Advisors, LLC 30.717 72,07 1.813 33,31
2026-04-14 13F Drive Wealth Management, Llc 10.618 75,68 627 36,09
2026-04-30 13F Arbor Capital Management Inc /adv 52.922 1,17 3.300 -18,78
2026-04-29 13F KDK Private Wealth Management, LLC 53.019 2,47 3.130 -20,66
2026-05-12 13F Shade Tree Advisors LLC 5.100 51,92 301 18,04
2026-05-08 13F Walleye Trading LLC 33.115 36,53 1.955 5,74
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 11.669 1,99 689 -21,10
2026-04-29 13F CVA Family Office, LLC 12 1
2026-02-11 13F Parallel Advisors, LLC 12.805 42,55 976 8,93
2026-05-15 13F Claar Advisors LLC 236.248 104,58 13.946 58,41
2026-05-12 13F Rsm Us Wealth Management Llc 24.852 45,09 1.467 11,90
2026-04-27 13F Rochester Wealth Strategies, LLC 9.917 26,99 585 -1,68
2026-05-06 13F MTM Investment Management, LLC 18.734 22,13 1.106 -5,47
2026-05-15 13F/A EverSource Wealth Advisors, LLC 452.375 5,33 26.704 -18,44
2026-05-13 13F Richard W. Paul & Associates, LLC 1.199 124,95 71 75,00
2026-04-07 13F Park Avenue Securities Llc 124.621 19,57 7 0,00
2026-05-06 13F Intentional Wealth Strategies, LLC 4.908 290
2026-05-08 13F Compass Capital Corp /ma/ /adv 4.335 301
2026-05-12 13F Atlantic Union Bankshares Corp 3.085 1,38 182 -21,21
2026-05-14 13F Wealth Alliance 20.096 122,33 1.186 72,13
2026-05-12 13F Guidance Point Advisors, LLC 7.912 5,37 467 -18,36
2026-04-13 13F Wiser Wealth Management, Inc 5.661 334
2026-05-11 13F Atlas Capital Advisors Llc 18 1
2026-04-16 13F Sentinel Pension Advisors Inc 4.273 15,61 252 -10,32
2026-04-28 13F Integrated Advisors Network LLC 12.058 712
2026-05-13 13F Mariner, LLC 627.534 4,86 37.043 -18,80
2026-04-22 13F Madison Park Capital Advisors, LLC 21.693 30,51 1.281 1,03
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 10 1
2026-04-22 13F Coston, McIsaac & Partners 673 17,04 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.199 35,17 71 4,48
2026-04-28 13F Pennsylvania Capital Management Inc /adv 9.605 26,17 567 -2,41
2026-05-05 13F Cedarwood Wealth LLC 4.686 277
2026-05-08 13F Everett Harris & Co /ca/ 8.639 1,47 510 -21,57
2026-05-12 13F Kingsview Wealth Management, LLC 53.353 7,40 3.149 -16,85
2026-05-12 13F Innovative Asset Advisors Group, LLC 300 18
2026-05-04 13F Nwam Llc 50.494 7,91 2.981 -16,46
2026-05-04 13F Vista Finance, Llc 27.988 6,64 1.652 -17,40
2026-04-22 13F Tru Independence Asset Management 2, Llc 22.010 34,85 1.299 4,42
2026-05-05 13F Haven Private, LLC 44.367 5,88 2.619 -18,03
2026-05-20 13F Cadia Private Client LLC 9.361 0,39 553 -22,25
2026-05-15 13F Cresset Asset Management, LLC 498.524 1,92 29.428 -21,07
2026-05-01 13F Johnson Investment Counsel Inc 28.623 1.690
2026-05-27 13F/A Maripau Wealth Management Llc 9.432 229,10 557 155,05
2026-04-16 13F Five Pine Wealth Management 12.063 25,47 712 -2,73
2026-04-15 13F Weil Company, Inc. 15.871 937
2026-04-14 13F Wealthcare Advisory Partners LLC 33.375 13,83 1.970 -11,86
2026-05-12 13F Liberty Wealth Management Llc 6.668 394
2026-04-28 13F Timber Creek Capital Management LLC 11.374 6,86 671 -17,26
2026-04-07 13F Holland Advisory Services, Inc. 17.060 1.007
2026-04-21 13F AA Financial Advisors, LLC 3.514 207
2026-04-29 13F BEAM Asset Management, LLC 43.250 7,52 2.553 -16,73
2026-05-12 13F Colonial Trust Advisors 50 3
2026-05-13 13F AE Wealth Management LLC 23.364 11,51 1.379 -13,65
2026-05-06 13F Fidelis Capital Partners, LLC 26.550 911,43 1.567 683,50
2026-05-14 13F Betterment LLC 21.526 29,25 1 0,00
2026-05-07 13F Northwestern Mutual Wealth Management Co 71.686 818,58 4.232 612,29
2026-04-24 13F Means Investment Co., Inc. 298.606 7,72 17.627 -16,58
2026-04-16 13F Tactive Advisors, LLC 5.742 339
2026-05-15 13F Intercapital, Llc 47.000 2.774
2026-05-11 13F Commerce Bank 12.172 164,32 719 104,56
2026-05-04 13F Mml Investors Services, Llc 107.075 6,53 6.321 -17,52
2026-05-12 13F Jane Street Group, Llc Put 453.500 250,19 26.770 171,20
2026-04-22 13F Matauro, Llc 8.306 3,59 490 -19,80
2026-05-06 13F Hartland & Co., LLC 24.558 0,51 1.450 -22,18
2026-05-14 13F Sunesis Advisors, LLC 13.761 124,38 812 73,88
2026-05-12 13F Moneta Group Investment Advisors Llc 22.436 26,24 1.324 -2,22
2026-04-09 13F Wealth Quarterback LLC 103.605 792,76 6.116 591,74
2026-04-20 13F Crane Advisory, LLC 3.540 9,84 232 -9,37
2026-05-15 13F Harbour Investments, Inc. 686 331,45 40 233,33
2026-05-13 13F NewEdge Wealth, LLC 22.946 0,07 1.355 -22,50
2026-05-11 13F United Capital Management of KS, Inc. 563.747 0,97 33.278 -21,81
2026-04-20 13F Global Financial Private Client, LLC 3.702 219
2026-05-15 13F Larson Financial Group LLC 12.165 43,73 718 11,32
2026-04-15 13F Rs Crum Inc. 3.400 201
2026-05-04 13F Savant Capital, LLC 5.548 2,02 327 -21,01
2026-05-11 13F POM Investment Strategies, LLC 975 4.331,82 58 5.600,00
2026-05-12 13F IPG Investment Advisors LLC 35.260 2.081
2026-05-13 13F PYA Waltman Capital, LLC 65.238 10,25 3.851 -14,61
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 10.435 56,80 616 21,30
2026-05-11 13F CAPROCK Group, Inc. 5.566 13,55 329 -12,06
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