Grundlæggende statistik
| Institutionelle ejere | 257 total, 257 long only, 0 short only, 0 long/short - change of -1,15% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1001 % - change of -51,33% MRQ |
| Institutionelle aktier (lange) | 7.469.760 (ex 13D/G) - change of -1,18MM shares -13,62% MRQ |
| Institutionel værdi (lang) | $ 616.402 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Consumer Discretionary ETF (CL:IYCCL) har 257 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,469,760 aktier. Største aktionærer omfatter Harel Insurance Investments & Financial Services Ltd., Green Harvest Asset Management LLC, Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, Wells Fargo & Company/mn, Raymond James Financial Inc, LPL Financial LLC, Royal Bank Of Canada, and Goldman Sachs Group Inc .
iShares Trust - iShares U.S. Consumer Discretionary ETF (SNSE:IYCCL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 49.747 | -0,37 | 4.821 | -6,37 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 2.271 | 0,00 | 220 | -5,98 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 68 | 0,00 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 695 | -1,70 | 67 | -6,94 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 957.813 | -1,79 | 92.831 | -7,70 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 537 | 56 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 760 | 0,00 | 74 | -6,41 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.524 | 0,16 | 245 | -5,79 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 7.693 | -2,04 | 746 | -9,37 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 3.269 | 0,00 | 317 | -6,23 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 136 | 0,00 | 13 | -7,14 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.236 | -33,79 | 217 | -37,93 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.518 | 31,03 | 438 | 23,10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31.620 | 2,10 | 2.983 | -6,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.615 | 1,09 | 1.223 | -4,98 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4.909 | 0,00 | 476 | -6,13 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.440 | 0,00 | 430 | -5,91 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 47.516 | -1,59 | 4.606 | -7,49 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.611 | -8,67 | 253 | -13,95 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 7.924 | 0,00 | 768 | -6,12 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 3.512 | 0,00 | 340 | -6,08 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 14.343 | 0,00 | 1.390 | -6,02 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 31.174 | -26,68 | 3.021 | -31,09 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4.932 | 0,00 | 478 | -5,91 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.851 | -4,71 | 276 | -10,39 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.671 | 259 | ||||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 10.385 | -27,40 | 1.007 | -31,80 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.121 | 206 | ||||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 255 | 0,00 | 25 | -7,69 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 8.494 | 0,13 | 823 | -5,84 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 1.000 | 0,00 | 97 | -6,80 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 409 | 16,19 | 40 | 8,33 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4.854 | 0,00 | 470 | -6,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.725 | 0,44 | 281 | -1,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.786 | -12,12 | 464 | -17,47 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 11.248 | -1,22 | 1.090 | -7,16 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 17.950 | -3,44 | 1.734 | -9,55 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 100 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 24.089 | 81,12 | 2.335 | 70,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60.048 | 27,31 | 5.820 | 19,63 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 149 | 0,00 | 14 | -6,67 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.960 | -51,49 | 675 | -54,43 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.058.741 | 12,73 | 103 | 6,25 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3.680 | -5,35 | 357 | -11,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 12.630 | -3,03 | 1.224 | -8,86 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 2.896 | 0,00 | 281 | -6,04 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.353 | 228 | ||||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.257 | 0,00 | 219 | -6,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 15.329 | -90,70 | 1.486 | -91,27 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.803 | 175 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 776.626 | -12,28 | 75.271 | -17,56 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 18.041 | 180,58 | 1.749 | 163,65 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10.438 | -36,09 | 1.012 | -39,96 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.139 | -11,70 | 304 | -18,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 193.841 | -29,23 | 18.787 | -33,49 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 40 | 0,00 | 4 | -25,00 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3.531 | -93,21 | 342 | -93,63 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.936 | 0,00 | 200 | -1,49 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.526 | 0,00 | 245 | -6,15 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.248 | -4,20 | 1 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 2.619 | 0,00 | 254 | -6,30 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 18.694 | -0,13 | 1.812 | -6,17 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.324 | 0,00 | 128 | -5,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14.844 | -3,15 | 1.439 | -8,99 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.238 | 702 | ||||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5.483 | 1,41 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 34.125 | 1.152,29 | 3.307 | 1.081,07 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 350 | 0,00 | 34 | -5,56 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.400 | 0,00 | 233 | -6,07 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 30.641 | 13,91 | 2.970 | 7,03 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 11.000 | 0,00 | 1.066 | -6,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12.523 | -56,14 | 1.214 | -58,80 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 13.928 | 0,00 | 1.350 | -6,06 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 400 | 0,00 | 39 | -7,32 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 13 | 0 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 10.702 | 6.991 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 499 | 0,20 | 48 | -5,88 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 6.000 | -0,02 | 582 | -5,99 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.330 | 233 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 5.285 | 0,00 | 512 | -6,06 | ||||
| 2026-01-09 | 13F | Spence Asset Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 33.807 | 7,19 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 3.870 | -17,73 | 375 | -22,68 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 200 | 0,00 | 19 | -5,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.124 | 0,00 | 219 | 0,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.385 | 0,01 | 1.006 | -5,98 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.617 | 0,00 | 352 | -5,65 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.416 | 26,38 | 331 | 19,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 27.192 | 29,97 | 2.562 | 18,78 | ||||
| 2026-02-09 | 13F | Allstate Corp | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.977 | 0,08 | 385 | -5,87 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.062 | -16,19 | 3.107 | -21,24 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2.105 | 0,00 | 204 | -5,99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 118.380 | 6,07 | 11.473 | -0,32 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 7.551 | 0,00 | 732 | -6,04 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.522 | 12,49 | 244 | 5,63 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.334 | -36,54 | 323 | -40,30 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.194 | -1,85 | 406 | -7,73 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.516 | 11,67 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.660 | 0,00 | 161 | -6,43 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 10.904 | -11,57 | 965 | -24,14 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 9.692 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KKM Financial LLC | 10.534 | 0,00 | 1.086 | 0,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.434 | -1,38 | 140 | -9,74 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 260 | 0,00 | 25 | -3,85 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 661 | 0,00 | 64 | -5,88 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.333 | 1,98 | 420 | -4,34 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17.151 | -90,57 | 1.662 | -91,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 300 | 0,00 | 31 | -3,23 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 2.660 | -1,85 | 258 | -7,89 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.165 | 0,00 | 210 | -6,28 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.546 | 1 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 348 | 0,00 | 34 | -5,71 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7.281 | -1,89 | 706 | -7,84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 996 | 12,80 | 97 | 5,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.733 | 7,56 | 265 | 0,76 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 11.026 | -0,77 | 1.069 | -6,72 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.700 | -21,97 | 262 | -26,69 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 5.584 | 0,00 | 541 | -5,91 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.637 | -4,21 | 352 | -9,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 194.397 | 3,73 | 18.841 | -2,51 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 291 | 0,00 | 28 | -6,67 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 4.000 | 0,00 | 388 | -6,07 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.097 | 203 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 400 | 0,00 | 39 | -7,32 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.491 | -76,22 | 435 | -77,67 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.121 | 0,09 | 206 | -5,96 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 155 | 0,00 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 135 | 0,00 | 13 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 53.606 | -87,08 | 5.195 | -87,86 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.982 | 0,10 | 386 | -6,10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.260 | 413 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 5.064 | -0,08 | 491 | -6,13 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15.106 | 38,03 | 1.464 | 29,79 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.061 | -0,17 | 878 | -6,20 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 5.500 | 0,00 | 533 | -6,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3.001 | 0,00 | 311 | -1,89 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 3.436 | -0,66 | 333 | -6,46 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7.523 | 29,71 | 732 | 22,24 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 560 | -3,45 | 54 | -8,47 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 143 | 0,00 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.475 | -96,60 | 434 | -96,81 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2.561 | -11,75 | 248 | -18,42 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.341 | -8,95 | 227 | -14,72 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 10.461 | -6,70 | 1.014 | -12,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18.288 | 1.772 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 41,79 | 9 | 50,00 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 1.108 | -4,89 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3.584 | 0,00 | 347 | -5,96 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7.527 | 730 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 11.752 | 0,12 | 1.139 | -5,87 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.398 | 329 | ||||||
| 2026-05-14 | 13F | Tudor Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 53.486 | -65,30 | 5.184 | -67,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41.243 | 6,98 | 3.997 | 0,55 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 212.084 | -1,95 | 20.555 | -7,85 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 59 | -6,35 | 6 | -16,67 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 45.907 | 2,30 | 4.449 | -3,85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 6.810 | -2,63 | 660 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 10.000 | 969 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 88 | 0,00 | 9 | -11,11 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 866 | -94,00 | 84 | -94,43 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2.128 | 0,00 | 206 | -5,94 | ||||
| 2026-05-15 | 13F | Zurich Insurance Group Ltd/FI | 58.900 | 0,00 | 5.709 | -6,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.384 | 134,52 | 813 | 120,65 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.560 | 177,50 | 636 | 161,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4.840 | 2,02 | 469 | -4,09 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 6.544 | 634 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 6.188 | 3,56 | 600 | -2,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 293.605 | -19,89 | 28.456 | -24,72 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.716 | -24,23 | 2.686 | -28,79 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 40.819 | 18,01 | 4.210 | 16,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164 | 16 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.695 | -3,45 | 1.000 | -3,48 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.400 | 0,00 | 233 | -6,07 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.515 | -9,53 | 535 | -14,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.125 | 0,05 | 206 | -6,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 507.637 | -7,94 | 49.200 | -13,48 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37.902 | -38,35 | 3.909 | 65.033,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4.995 | -14,73 | 484 | -19,87 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.511 | 243 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.312 | 0,05 | 418 | -6,08 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 66.345 | 19,31 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 110 | 0,00 | 11 | -9,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 605 | -87,45 | 59 | -88,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10.494 | -0,14 | 1.017 | -6,09 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.975 | 0,00 | 385 | -5,87 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 526 | 20,64 | 51 | 13,64 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 2.911 | -0,03 | 0 | |||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9.758 | 1,55 | 1.015 | 0,80 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 864 | 0,00 | 84 | -6,74 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.284 | 0,03 | 344 | 1,47 | ||||
| 2026-05-07 | 13F | KBC Group NV | 700 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 70 | 6 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.340 | 0,14 | 614 | -5,83 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 5 | -99,99 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 2.918 | 0,00 | 283 | -6,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 21.354 | 78,66 | 2.070 | 67,94 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17.125 | 72,54 | 1.660 | 62,17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.038 | 6,87 | 876 | 0,34 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3.515 | -2,47 | 341 | -8,36 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2.910 | 20,35 | 282 | 13,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.557 | 3,44 | 732 | -2,79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 554 | 250,63 | 54 | 231,25 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 200 | 19 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 655 | 0,00 | 63 | -5,97 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.269 | 0,12 | 317 | -5,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 824 | 271,17 | 80 | 259,09 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 34.894 | -9,93 | 3.382 | -15,37 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 70 | 0,00 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 340 | 70,00 | 33 | 60,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14.964 | 2,98 | 1.450 | -3,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.146 | 19,38 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.520 | 0,00 | 539 | -6,91 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.706 | 262 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.498 | -74,68 | 436 | -76,26 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 19.859 | -4,63 | 1.925 | -10,39 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 10.492 | -1,92 | 1.017 | -7,89 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.339 | 5,50 | 324 | -0,92 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 9.085 | 0,00 | 922 | -1,50 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 21.854 | -17,00 | 2.118 | -21,99 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 6.596 | 0,00 | 639 | -6,03 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 70 | 0,00 | 7 | -14,29 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.831 | 0,07 | 274 | -5,84 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 81 | 0,00 | 8 | -12,50 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.321 | 0,00 | 225 | -6,28 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3.398 | 329 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 944.444 | -1,74 | 91.536 | -7,65 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 2.769 | -86,28 | 1.900 | 268,93 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 55.818 | -2,28 | 5.410 | -8,17 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 2.235 | 0,00 | 217 | -6,09 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 150 | 0,00 | 15 | -6,67 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 928 | 0,00 | 96 | -2,06 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 190 | 0,00 | 18 | -5,26 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 28 | 3 | ||||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 6.263 | 0,00 | 607 | -5,89 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 7.555 | -1,65 | 732 | -7,58 | ||||
| 2026-05-11 | 13F | Eubel Brady & Suttman Asset Management Inc | 4.000 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 50 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.744 | 67,51 | 848 | 57,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 266 | 0,00 | 26 | -7,41 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 300 | 29 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.257 | 122 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.334 | 12,70 | 4.200 | 5,90 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.213 | 0,14 | 214 | -5,73 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56.270 | 69,69 | 5.454 | 59,49 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 7.535 | -0,05 | 777 | -1,65 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 19.986 | -1,59 | 1.937 | -7,50 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.991 | -7,54 | 290 | -13,21 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.096 | 0,00 | 106 | -6,19 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 4.087 | 0,00 | 396 | -5,94 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.330 | -7,19 | 1.001 | -12,73 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 8.370 | 0,00 | 811 | -6,03 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.357 | 95,94 | 519 | 84,70 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 42.803 | -17,96 | 4.148 | -22,90 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 52 | 5 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4.596 | -13,93 | 445 | -19,09 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 829 | -6,22 | 80 | -12,09 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 1.160 | 0,00 | 112 | -5,88 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 764 | -39,03 | 74 | -42,64 |
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