SMFG N - Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MX ˙ BMV ˙ US86562M2098
Grundlæggende statistik
Institutionelle ejere 448 total, 447 long only, 1 short only, 0 long/short - change of -5,65% MRQ
Gennemsnitlig porteføljeallokering 0.2895 % - change of -8,37% MRQ
Institutionelle aktier (lange) 123.894.092 (ex 13D/G) - change of -2,30MM shares -1,66% MRQ
Institutionel værdi (lang) $ 2.431.896 USD ($1000)
Institutionelt ejerskab og aktionærer

Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (MX:SMFG N) har 448 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 123,894,092 aktier. Største aktionærer omfatter Morgan Stanley, Fmr Llc, Goldman Sachs Group Inc, BlackRock, Inc., Northern Trust Corp, Clark Capital Management Group, Inc., Fisher Asset Management, LLC, Dimensional Fund Advisors Lp, American Century Companies Inc, and Citadel Advisors Llc .

Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (BMV:SMFG N) 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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-30 13F Cromwell Holdings LLC 13.841 0,00 273 2,25
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 1.104 -30,87 22 -30,00
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-06 13F 71 West Capital Partners 12.411 14,58 245 17,22
2026-05-05 13F Factory Mutual Insurance Co 230.432 21,93 4.551 24,58
2026-05-07 13F Capital Performance Advisors Llp 14.660 3,10 290 5,47
2026-04-10 13F Brucke Financial, Inc. 11.547 -20,04 228 -18,28
2026-05-07 13F Rothschild Investment Llc 1.945 12,23 38 15,15
2026-05-15 13F Voloridge Investment Management, Llc 290.698 -45,10 5.741 -43,90
2026-05-11 13F CAPROCK Group, Inc. 146.641 -4,70 2.896 -2,62
2026-05-06 13F LPL Financial LLC 468.793 9,96 9.259 12,34
2026-05-15 13F Alphadyne Asset Management, LLC Put 568.900 11.236
2026-05-14 13F HighPoint Advisor Group LLC 0 -100,00 0 -100,00
2026-05-01 13F Beverly Hills Private Wealth, LLC 17.177 -8,05 339 -6,09
2026-05-07 13F Johnson Financial Group, Inc. 202 0,00 4 0,00
2026-05-15 13F Advisors Asset Management, Inc. 139.590 18,84 2.757 21,41
2026-04-29 13F Cordatus Wealth Management LLC 34.830 0,35 688 2,54
2026-05-05 13F HighTower Advisors, LLC 273.754 -0,22 5.407 1,94
2026-05-05 13F Aventura Private Wealth, LLC 1.193 0,00 24 0,00
2026-05-11 13F Crossmark Global Holdings, Inc. 474.683 2,54 9.375 4,76
2026-05-14 13F Beaird Harris Wealth Management, LLC 164 0,00 3 0,00
2026-05-13 13F GW&K Investment Management, LLC 1.415 44,39 0
2026-05-14 13F CIBC World Markets Inc. 452.860 -0,86 8.944 1,29
2026-05-13 13F Axq Capital, Lp 28.928 571
2026-05-04 13F Checchi Capital Advisers, LLC 44.874 -4,60 886 -2,53
2026-05-15 13F Summit Financial, LLC 49.085 4,60 969 6,84
2026-05-15 13F Schonfeld Strategic Advisors LLC 18.214 360
2026-02-17 13F Blair William & Co/il 0 -100,00 0
2026-05-05 13F Net Worth Advisory Group 22.843 -1,29 451 0,89
2026-05-14 13F Entropy Technologies, LP 26.573 525
2026-05-13 13F WealthCollab, LLC 226 0,00 4 0,00
2026-05-13 13F NewEdge Wealth, LLC 30.022 -16,96 593 -15,19
2026-02-04 13F Legacy Financial Advisors, Inc. 0 -100,00 0
2026-05-13 13F Parkside Financial Bank & Trust 5.033 1,19 99 3,13
2026-04-08 13F Gilman Hill Asset Management, LLC 206.809 -3,87 4.084 -1,78
2026-05-07 13F Cassaday & Co Wealth Management LLC 64 1
2026-04-17 13F Anchyra Partners Llc 14.329 4,52 283 6,82
2026-05-12 13F Summit Trail Advisors, Llc 64.640 1.277
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-12 13F Invesco Ltd. 623.035 -37,91 12.305 -36,56
2026-04-29 13F Skopos Labs, Inc. 110.649 70,97 2.185 72,59
2026-04-10 13F Abound Wealth Management 45 0,00 1
2026-05-05 13F Atria Investments Llc 57.811 8,91 1.142 11,21
2026-04-21 13F SmartHarvest Portfolios, LLC 27.095 -3,27 535 -1,11
2026-04-28 13F AdvisorShares Investments LLC 58.740 -4,83 1.160 -2,77
2026-02-17 13F Brevan Howard Capital Management LP 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 58.920 9,54 1.164 11,93
2026-04-16 13F SG Americas Securities, LLC 12.659 73,74 0
2026-05-13 13F Triumph Capital Management 357 113,77 7 133,33
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 366.517 4,24 7.073 4,06
2026-04-22 13F Apollon Wealth Management, LLC 11.769 -21,13 232 -19,44
2026-05-11 13F Citigroup Inc 228.388 436,07 4.511 448,00
2026-01-14 13F Clarius Group, LLC 12.484 0,00 241 15,87
2026-04-23 13F Oppenheimer Asset Management Inc. 68.828 6,56 1.359 8,89
2026-04-22 13F Traveka Wealth, LLC 26.726 2,35 528 4,56
2026-05-15 13F Aquatic Capital Management LLC 165.045 3.260
2026-04-15 13F Merit Financial Group, LLC 29.083 9,07 574 11,46
2026-05-04 13F Calamos Advisors LLC 185.280 3.659
2026-05-15 13F Campbell & CO Investment Adviser LLC 58.026 1.146
2026-05-01 13F Fifth Third Bancorp 4.243 21,06 84 23,88
2026-05-13 13F Natixis Advisors, L.p. 699.894 16,11 14 18,18
2026-04-14 13F Drive Wealth Management, Llc 21.775 -10,82 430 -8,70
2026-04-21 13F PDS Planning, Inc 50.219 -0,13 992 2,06
2026-05-11 13F Connor, Clark & Lunn Investment Management Ltd. 97.203 50,49 1.920 53,77
2026-05-15 13F Themes Management Co LLC 48.975 -0,56 967 1,68
2026-05-07 13F D'Orazio & Associates, Inc. 10.340 0,00 204 2,51
2026-05-07 13F Dimensional Fund Advisors Lp 3.090.741 7,59 61.042 9,92
2026-05-15 13F Bank Of America Corp /de/ 1.846.335 20,90 36.465 23,53
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 15.409 48,69 304 52,00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 66.332 1.310
2026-05-13 13F Quantbot Technologies LP 21.420 423
2026-05-01 13F Hantz Financial Services, Inc. 38.950 40,78 1
2026-05-08 13F Addison Advisors LLC 1.876 0,00 37 2,78
2026-05-13 13F Ubs Asset Management Americas Inc 134.555 532,01 2.657 546,47
2026-04-24 13F Root Financial Partners, LLC 1.214 0,33 24 0,00
2026-04-07 13F Retirement Wealth Solutions LLC 255 102,38 5 150,00
2026-05-12 13F Rsm Us Wealth Management Llc 77.110 9,14 1.523 11,09
2026-04-15 13F Generali Investments CEE, investicni spolecnost, a.s. 19.800 0,00 391 2,36
2026-05-14 13F Causeway Capital Management Llc 1.267.248 7,64 25.028 9,98
2026-05-12 13F Werba Rubin Papier Wealth Management 10.950 -0,90 216 1,41
2026-04-13 13F Augustine Asset Management Inc 264.238 0,21 5.219 2,39
2026-05-04 13F Envestnet Asset Management Inc 2.201.284 6,95 43.475 9,27
2026-05-04 13F Syverson Strege & Co 12.024 0,00 237 2,16
2026-04-20 13F Sowell Financial Services LLC 17.873 2,51 353 4,45
2026-05-12 13F Innovative Asset Advisors Group, LLC 498 10
2026-04-15 13F Riversedge Advisors, Llc 10.489 2,24 207 4,55
2026-04-27 13F HB Wealth Management, LLC 49.048 8,69 969 11,01
2026-04-30 13F Private Trust Co Na 1.106 -38,07 22 -38,24
2026-04-30 13F Personal Cfo Solutions, Llc 19.777 6,59 391 8,94
2026-05-04 13F Mml Investors Services, Llc 194.022 18,05 3.832 20,62
2026-04-24 13F Oakworth Capital, Inc. 921 0,00 18 5,88
2026-05-15 13F Burns Matteson Capital Management, LLC 27.018 82,55 534 86,36
2026-05-13 13F Franklin Resources Inc 82.550 -12,37 1.630 -10,44
2026-02-06 13F Global Retirement Partners, LLC 33.928 0,71 656 16,34
2026-05-05 13F Allspring Global Investments Holdings, LLC 575.259 -5,68 11.908 0,37
2026-01-14 13F ORG Partners LLC 1.505 0,00 29 16,00
2026-05-15 13F CI Private Wealth, LLC 105.072 9,95 2.042 10,50
2026-05-06 13F Private Wealth Asset Management, LLC 125 0,00 2 0,00
2026-05-13 13F Fund Advisors of America Inc/FL 12.894 -22,32 255 -20,62
2026-05-14 13F Northern Trust Corp 6.189.655 1,49 122.246 3,69
2026-04-13 13F IFP Advisors, Inc 1.626 6,97 32 10,34
2026-04-13 13F Gradient Investments LLC 236.764 117,55 4.676 122,35
2026-05-07 13F Basepoint Wealth LLC 818 0,00 16 6,67
2026-04-22 13F Sterling Capital Management LLC 17.115 23,32 338 26,12
2026-05-21 13F Essential Partners LLC 1.049 0,00 21 0,00
2026-04-08 13F Arlington Trust Co LLC 446 9
2026-04-22 13F Tred Avon Family Wealth, Llc 31.695 -15,10 626 -13,31
2026-05-12 13F M&t Bank Corp 65.768 -13,84 1.299 -12,00
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG 635.267 -13,13 12.547 -11,24
2026-05-13 13F Acadian Asset Management Llc 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 5.750 121,07 114 126,00
2026-05-06 13F Angeles Wealth Management, Llc 10.406 206
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 12.010 -3,24 237 -0,84
2026-04-17 13F HHM Wealth Advisors, LLC 806 0,00 16 0,00
2026-04-13 13F Creative Financial Designs Inc /adv 311 0,00 6 0,00
2026-05-13 13F Principal Securities, Inc. 88.242 -2,79 1.743 -0,68
2026-04-17 13F Murphy & Mullick Capital Management Corp 8 0,00 0
2026-05-11 13F Westfield Capital Management Co Lp 457.584 0,86 9.037 3,06
2026-04-23 13F SJS Investment Consulting Inc. 752 1,48 15 0,00
2026-05-15 13F Two Sigma Investments, Lp 12.000 237
2026-05-13 13F Park Square Financial Group, LLC 377 -76,86 7 -69,57
2026-05-12 13F Sivia Capital Partners, LLC 36.732 -14,20 725 -12,33
2026-04-27 13F Greenleaf Trust 136.337 -19,65 2.693 -17,90
2026-02-13 13F Pinpoint Asset Management (Singapore) Pte. Ltd. 0 -100,00 0
2026-04-07 13F Anderson Hoagland & Co 725.248 -0,32 14.324 1,84
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-24 13F Yousif Capital Management, Llc 54.329 0,00 1.073 -5,55
2026-05-08 13F Bruce G. Allen Investments, LLC 8.449 -5,76 167 -4,05
2026-04-14 13F BSW Wealth Partners 14.175 -2,43 280 -0,36
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 28.111 -2,72 555 -0,54
2026-05-05 13F Cherry Tree Wealth Management, LLC 533 0,00 11 0,00
2026-05-14 13F Ballentine Partners, LLC 73.013 3,16 1.442 5,41
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-04-07 13F Signaturefd, Llc 224.694 1,71 4.438 3,91
2026-02-03 13F Rnc Capital Management Llc 47.269 4,22 914 20,29
2026-02-12 13F CIBC Private Wealth Group, LLC 8.884 223,76 172 280,00
2026-05-14 13F Evergreen Capital Management Llc 108.011 4,82 2.133 7,13
2026-05-11 13F Manchester Capital Management LLC 3.752 0,00 74 2,78
2026-05-15 13F Advisory Services Network, LLC 2.136 42
2026-05-14 13F EntryPoint Capital, LLC 12.525 247
2026-05-15 13F Te Ahumairangi Investment Management Ltd 4.216 0,00 83 2,47
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 98.755 6,68 1.950 9,00
2026-04-14 13F Clean Yield Group 250 0,00 5 0,00
2026-05-14 13F Financial Network Wealth Advisors LLC 33 -68,57 1 -100,00
2026-04-22 13F JNBA Financial Advisors 92 0,00 2 0,00
2026-05-11 13F Wells Fargo & Company/mn 2.160.619 0,40 42.672 2,59
2026-05-15 13F National Bank Of Canada /fi/ 288 6,27 6 0,00
2026-05-12 13F Stifel Financial Corp 559.790 5,08 11.056 7,37
2026-04-30 13F LRI Investments, LLC 164 0,00 3 0,00
2026-05-11 13F Atlas Capital Advisors Llc 11.280 -58,24 223 -57,47
2026-02-13 13F Colony Group, LLC 81.779 112,89 1.581 145,72
2026-04-14 13F Prospera Financial Services Inc 35.748 -0,58 706 1,58
2026-05-04 13F Calamos Wealth Management LLC 185.280 16,22 3.659 18,76
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-15 13F LMR Partners LLP 28.506 563
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-13 13F Owl Creek Wealth Partners LLC 4.033 80
2026-04-06 13F CX Institutional 142 0,00 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 740.634 6,96 14.628 9,29
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 707 0,00 14 0,00
2026-05-15 13F Bridgefront Capital, LLC 12.981 256
2026-02-17 13F SageView Advisory Group, LLC 1.302 25
2026-04-28 13F Abel Hall, LLC 34.886 20,24 689 22,86
2026-05-15 13F Toronto Dominion Bank 327.910 -4,07 6.476 -1,98
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 265.505 -37,63 5.244 -36,28
2026-05-15 13F Citadel Advisors Llc Call 2.297.800 -24,07 45.382 -22,42
2026-05-15 13F Goldman Sachs Group Inc 10.708.002 -2,63 211.483 -0,52
2026-04-13 13F Mather Group, Llc. 32.661 0,00 645 2,22
2026-04-09 13F PFS Partners, LLC 648 -53,55 13 -53,85
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-05-15 13F Ameriprise Financial Inc 235.290 13,88 4.647 16,35
2026-04-24 13F Optas, LLC 18.566 1,24 367 3,39
2026-02-12 13F Pitcairn Co 0 -100,00 0 -100,00
2026-05-15 13F American Century Companies Inc 3.008.905 28,42 59.426 31,21
2026-05-15 13F Principal Street Partners, LLC 29.475 0,00 582 2,28
2026-05-06 13F Assetmark, Inc 246.343 64,08 4.865 67,64
2026-05-07 13F Dakota Wealth Management 38.163 0,72 754 2,87
2026-05-15 13F Aqr Capital Management Llc 845.222 31,09 16.693 33,94
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 39.946 -17,40 816 -15,62
2026-05-15 13F Brown Financial Advisors 12.634 250
2026-05-15 13F Quantinno Capital Management LP 1.615.819 17,89 31.912 20,45
2026-04-28 13F Kingswood Wealth Advisors, Llc 11.365 224
2026-05-15 13F Fmr Llc 12.569.371 2,63 248.245 4,86
2026-02-17 13F Ninepoint Partners LP 236 5
2026-04-21 13F GHP Investment Advisors, Inc. 85 2
2026-05-06 13F IMA Wealth, Inc. 162 -2,99 3 0,00
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 73 -12,05 1 0,00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 32.834 6,39 648 8,72
2026-05-07 13F Xxi Wealth, Llc 10.109 200
2026-05-13 13F Bank Of Montreal /can/ 40.481 -9,52 800 -7,52
2026-05-14 13F Bridgewater Advisors Inc. 25.274 2,51 564 10,16
2026-05-14 13F Raymond James Financial Inc 402.311 21,72 7.910 23,75
2026-05-08 13F Steward Partners Investment Advisory, Llc 3.397 16,10 67 19,64
2026-05-15 13F Cerity Partners LLC 474.705 10,63 9.375 13,03
2026-05-19 13F Western Wealth Management, LLC 68 1
2026-05-05 13F Gallacher Capital Management LLC 34.644 0,66 684 2,86
2026-05-12 13F Ameritas Advisory Services, LLC 12.704 -9,09 251 -7,41
2026-05-29 13F Keel Point, LLC 10.260 -40,04 203 -38,79
2026-04-24 13F Bayban 1.532 0,00 30 3,45
2026-05-13 13F Lido Advisors, LLC 33.007 28,62 652 47,62
2026-05-19 13F Silicon Valley Capital Partners 47 1
2026-04-28 13F Bogart Wealth, LLC 32 0,00 1
2026-04-29 13F American Capital Advisory, LLC 104 22,35 2 100,00
2026-05-08 13F Valeo Financial Advisors, LLC 17.870 -28,28 353 -26,82
2026-05-08 13F Zions Bancorporation, National Association /ut/ 2.336 -8,57 46 -6,12
2026-05-01 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-06 13F Lockheed Martin Investment Management Co 73.870 5,18 1.459 7,44
2026-05-12 13F Cheviot Value Management, LLC 728 0,00 14 -6,67
2026-04-17 13F Bell Investment Advisors, Inc 384 0,00 8 0,00
2026-04-30 13F Csenge Advisory Group 14.016 -5,29 277 -3,50
2026-05-01 13F Johnson Investment Counsel Inc 16.244 -47,67 321 -46,67
2026-05-13 13F Choate Investment Advisors 14.642 4,12 289 6,64
2026-05-13 13F/A Quadrant Capital Group Llc 280.981 0,40 5.549 2,59
2026-05-06 13F Dorsey Wright & Associates 128.228 39,14 2.533 42,17
2026-05-11 13F Mattson Financial Services, LLC 13.444 266
2026-05-14 13F Ieq Capital, Llc 145.491 17,51 2.873 20,06
2026-05-14 13F Capital Analysts, Inc. 882 0,00 0
2026-04-10 13F Naviter Wealth, LLC 135.945 3,12 2.685 5,34
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 14.187 0,01 280 2,19
2026-04-02 13F Ares Financial Consulting, LLC 5.767 119
2026-05-04 13F Abc Arbitrage Sa 0 -100,00 0
2026-05-15 13F Jain Global LLC 65.902 1.302
2026-05-06 13F Intentional Wealth Strategies, LLC 145 3
2026-04-22 13F Pinnacle Bancorp, Inc. 499 0,00 10 0,00
2026-05-12 13F Rhumbline Advisers 113.989 5,13 2.251 7,45
2026-04-23 13F Ewa, Llc 21.728 0,09 429 2,39
2026-05-11 13F Allianz Se 221.970 0,90 4.384 3,08
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-11 13F Caitong International Asset Management Co., Ltd 6.977 147,06 138 153,70
2026-04-06 13F GAMMA Investing LLC 36.147 9,24 714 11,58
2026-05-12 13F Paradigm Asset Management Co Llc 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 152.886 54,07 3.019 57,40
2026-05-15 13F MidFirst Bank 74 1
2026-04-21 13F Financial Consulate, Inc 327 330,26 6 500,00
2026-05-07 13F West Family Investments, Inc. 18.274 -41,58 361 -40,40
2026-01-30 13F Camden Capital, LLC 0 -100,00 0 -100,00
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 12.166 -1,66 0
2026-05-13 13F Cetera Investment Advisers 284.919 2,42 5.627 4,65
2026-04-15 13F Financial Management Professionals, Inc. 1.227 -15,79 24 -14,29
2026-05-08 13F/A JPL Wealth Management, LLC 1.352 27
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 138.081 -5,69 2.727 -3,64
2026-05-14 13F Atomi Financial Group, Inc. 113.627 8,02 2.244 10,38
2026-05-11 13F Bailard, Inc. 36.414 -5,10 719 -2,97
2026-04-21 13F Vise Technologies, Inc. 208.707 0,00 4.034 0,00
2026-05-14 13F Captrust Financial Advisors 145.062 8,64 2.865 10,96
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-11 13F Ellevest, Inc. 45.718 -2,26 903 -0,22
2026-05-15 13F Voleon Capital Management Lp 24.991 77,29 494 81,25
2026-05-08 13F Walleye Trading LLC Call 0 -100,00 0
2026-05-11 13F Federated Hermes, Inc. 412.872 -24,10 8.154 -22,45
2026-05-08 13F Walleye Trading LLC 0 -100,00 0
2026-05-11 13F a16z Perennial Management, L.P. 12.699 0,00 251 2,04
2026-05-14 13F Us Bancorp \de\ 324.514 0,89 6.409 3,09
2026-02-17 13F Capital Insight Partners, Llc 53.007 -0,89 1.031 15,08
2026-04-30 13F Kestra Advisory Services, LLC 25.037 158,73 494 164,17
2026-02-11 13F Twin Tree Management, LP 0 -100,00 0
2026-05-15 13F Gateway Wealth Partners, LLC 28.492 563
2026-05-15 13F Royal Bank Of Canada 253.890 -2,61 5.014 -0,52
2026-04-09 13F Wedmont Private Capital 14.222 -16,55 307 -9,47
2026-05-14 13F EP Wealth Advisors, Inc. 18.947 49,32 374 52,65
2026-05-13 13F Caitlin John, LLC 59 0,00 1 0,00
2026-05-14 13F Renaissance Technologies Llc 1.749.272 -9,11 34.548 -7,13
2026-05-12 13F Dogwood Wealth Management LLC 67 1
2026-05-15 13F Clark Capital Management Group, Inc. 3.782.399 -7,88 74.702 -5,88
2026-04-23 13F Forum Financial Management, LP 0 -100,00 0
2026-05-15 13F Massar Capital Management, LP 320.000 0,00 6.320 2,18
2026-04-17 13F Brown, Lisle/cummings, Inc. 618 419,33 12 500,00
2026-01-22 13F Bear Mountain Capital, Inc. 0 -100,00 0
2026-04-24 13F Pzena Investment Management Llc 32.548 14,31 643 16,73
2026-04-27 13F Sound Income Strategies, LLC 1.404 0,00 29 0,00
2026-05-15 13F AlphaCore Capital LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 2.737 -23,91 54 -21,74
2026-04-16 13F Evolve Private Wealth, Llc 21.662 8,91 428 11,20
2026-05-15 13F Transamerica Financial Advisors, Inc. 14.848 12,19 293 14,90
2026-05-14 13F Bare Financial Services, Inc 343 7
2026-05-08 13F Smithfield Trust Co 112 0,00 0
2026-04-17 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-05-15 13F Pin Oak Investment Advisors Inc 1.706 0,00 0
2026-05-04 13F Greenspring Advisors, LLC 17.127 9,19 338 11,55
2026-05-01 13F Financial Connections Group, Inc. 561 0,00 0
2026-05-15 13F Dynamic Technology Lab Private Ltd 26.363 521
2026-04-24 13F Private Advisor Group, LLC 22.435 7,33 443 9,65
2026-05-13 13F First Trust Advisors Lp 193.986 38,25 3.831 41,26
2026-04-13 13F Nvest Wealth Strategies, Inc. 17 0
2026-05-12 13F CIBC Asset Management Inc 121.298 -21,18 2.324 -20,17
2026-05-11 13F Rossby Financial, LCC 787 56,46 16 77,78
2026-02-17 13F Summit Global Investments 0 -100,00 0
2026-04-29 13F Flatrock Wealth Partners LLC 40.192 0,26 794 2,45
2026-05-14 13F Neuberger Berman Group LLC 142.377 30,77 2.812 33,60
2026-05-08 13F Coldstream Capital Management Inc 55.121 9,94 1.089 12,28
2026-04-27 13F Truist Financial Corp 45.892 -7,10 906 -5,03
2026-05-06 13F Berbice Capital Management LLC 2.000 40
2026-05-07 13F Sagespring Wealth Partners, Llc 29.685 4,31 586 6,55
2026-04-24 13F Abacus Wealth Partners, LLC 61.630 -0,95 1.217 1,25
2026-05-13 13F Lloyd Advisory Services, LLC. 0 0
2026-05-11 13F Salomon & Ludwin, LLC 2.011 -0,40 41 2,50
2026-04-28 13F Sage Rhino Capital Llc 33.987 -0,42 671 1,82
2026-04-15 13F Redhawk Wealth Advisors, Inc. 70.708 115,25 1.396 120,19
2026-01-20 13F Myriad Asset Management US LP 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 70.930 124,95 1.401 129,89
2026-04-07 13F Five Oceans Advisors 24.405 0,00 482 2,12
2026-05-15 13F Harbour Investments, Inc. 4.966 487,00 98 512,50
2026-05-12 13F Covenant Partners, LLC 0 -100,00 0 -100,00
2026-05-15 13F Qube Research & Technologies Ltd 459.656 1.901,72 9.078 1.949,21
2026-05-15 13F XTX Topco Ltd 77.044 -54,18 1.522 -53,20
2026-04-28 13F ORG Wealth Partners, LLC 566 104,33 11 120,00
2026-05-15 13F United Capital Financial Advisers, Llc 88.212 2,28 1.742 4,50
2026-05-15 13F Two Sigma Securities, Llc 38.251 755
2026-04-27 13F Td Private Client Wealth Llc 2.445 393,94 48 433,33
2026-05-12 13F Independent Advisor Alliance 14.935 21,30 295 24,05
2026-05-04 13F Bleakley Financial Group, LLC 24.309 -7,19 480 -5,14
2026-05-05 13F Fisher Asset Management, LLC 3.196.927 94,11 63.139 98,33
2026-05-15 13F Larson Financial Group LLC 1.603 77,72 32 82,35
2026-04-13 13F St Germain D J Co Inc 91 0,00 2 0,00
2026-04-24 13F UMA Financial Services, Inc. 337 0,60 7 0,00
2026-02-10 13F Principia Wealth Advisory, LLC 341 -0,29 7 20,00
2026-05-07 13F Jefferies Financial Group Inc. 29.386 40,08 580 43,21
2026-05-14 13F JustInvest LLC 200.534 -12,02 3.961 -10,12
2026-05-01 13F Ferguson Wellman Capital Management, Inc 1.711.455 33.801
2026-05-08 13F SHP Wealth Management 598 44,10 12 37,50
2026-04-13 13F Trust Co 1 0,00 0
2026-05-06 13F Hartland & Co., LLC 18.848 372
2026-05-15 13F Shelton Capital Management 26.157 -6,76 517 -4,80
2026-05-15 13F Beacon Pointe Advisors, LLC 29.620 183,04 585 189,60
2026-04-29 13F WPG Advisers, LLC 586 -5,33 12 0,00
2026-04-30 13F Manning & Napier Advisors Llc 337 0,30 6 0,00
2026-04-28 13F Golden State Wealth Management, LLC 58 0,00 1 0,00
2026-05-12 13F XY Capital Ltd 175.608 46,44 3.468 49,61
2026-05-05 13F Newbridge Financial Services Group, Inc. 393 100,51 8 133,33
2026-04-30 13F Mv Capital Management, Inc. 161 136,76 3 200,00
2026-04-08 13F Legacy Wealth Asset Management, LLC 41.187 0,77 813 2,91
2026-05-12 13F Creative Planning 764.584 15,35 15.101 17,86
2026-05-13 13F/A Jpmorgan Chase & Co 918.315 29,15 17.466 27,08
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.071 15,76 41 17,65
2026-05-11 13F Boston Partners 437.159 -9,60 8.653 -7,80
2026-04-15 13F City Holding Co 244 0,00 5 0,00
2026-04-29 13F CVA Family Office, LLC 115 0,00 2 0,00
2026-05-15 13F Westwood Holdings Group Inc 32.820 0,00 648 2,21
2026-05-14 13F Cwm, Llc 34.903 11,00 689
2026-05-14 13F 1832 Asset Management L.P. 57.693 10,77 1.139 13,22
2026-05-15 13F Capital Wealth Planning, LLC 1.305.755 20,55 25.789 22,41
2026-05-15 13F Mission Wealth Management, Lp 52.911 -1,92 1.045 0,19
2026-05-13 13F Kingdom Financial Group LLC. 0 0
2026-05-14 13F Modern Wealth Management, LLC 16.042 3,10 332 10,67
2026-04-10 13F Country Trust Bank 87 0,00 2 0,00
2026-04-21 13F Venturi Wealth Management, LLC 36.642 19,01 724 21,51
2026-05-15 13F MAI Capital Management 9.171 312,55 181 330,95
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 59.579 -26,71 1.177 -25,14
2026-04-27 13F Ethic Inc. 401.745 4,34 7.934 6,61
2026-05-08 13F Pnc Financial Services Group, Inc. 204.898 7,36 4.047 9,68
2026-04-20 13F BTC Capital Management, Inc. 122.559 1,98 2.421 4,13
2026-05-14 13F Dynasty Wealth Management, Llc 17.478 -2,96 345 -0,86
2026-04-22 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 76.663 1.514
2026-05-15 13F Vestmark Advisory Solutions, Inc. 87.247 22,87 1.723 25,58
2026-04-28 13F Walkner Condon Financial Advisors LLC 14.282 22,31 282 25,33
2026-05-14 13F Massachusetts Financial Services Co /ma/ 854.599 16,04 16.878 18,57
2026-05-11 13F Sage Mountain Advisors LLC 0 -100,00 0
2026-05-11 13F Aprio Wealth Management, LLC 19.394 11,96 383 14,67
2026-05-15 13F Mercer Global Advisors Inc /adv 176.990 -3,94 3.496 -1,85
2026-05-13 13F Signature Equity Partners, LLC 1.164 3,10 23 4,76
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 345.653 27,25 6.827 30,02
2026-04-06 13F Rosenberg Matthew Hamilton 3.827 0,00 76 2,74
2026-04-27 13F Moran Wealth Management, LLC 404.869 6,67 7.996 8,98
2026-02-06 13F Motco 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 750 0,00 15 0,00
2026-05-05 13F Bank of New York Mellon Corp 739.781 4,03 14.611 6,29
2026-05-06 13F May Hill Capital, LLC 0 -100,00 0
2026-05-11 13F/A First Affirmative Financial Network 20.279 2,22 401 20,48
2026-05-15 13F Morgan Stanley 22.958.371 6,58 453.428 8,89
2026-05-06 13F Cornerstone Planning Group LLC 1.887 18,53 40 21,21
2026-04-22 13F Stone House Investment Management, LLC 19 0
2026-05-15 13F Susquehanna International Group, Llp 13.645 11,84 269 14,47
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-05-12 13F Jane Street Group, Llc 1.244.903 -5,60 24.587 -3,55
2026-05-05 13F Cullen/frost Bankers, Inc. 1.324 2.307,27 26 2.500,00
2026-05-08 13F Russell Investments Group, Ltd. 193.136 22,22 3.814 24,89
2026-05-12 13F Jane Street Group, Llc Call 15.200 300
2026-05-15 13F Chilton Investment Co Llc 108.437 2.142
2026-05-11 13F Canopy Partners, LLC 13.657 0,22 270 2,28
2026-05-15 13F Eagle Global Advisors Llc 294.000 -1,67 5.806 0,47
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Coastal Bridge Advisors, LLC 11.407 -18,56 225 -16,67
2026-05-15 13F Cresset Asset Management, LLC 16.633 329
2026-05-15 13F Charles Schwab Investment Management Inc 1.089.747 22,98 21.523 25,65
2026-05-13 13F Mariner, LLC 435.188 6,21 8.590 8,43
2026-04-28 13F Kathmere Capital Management, LLC 24.704 28,62 488 31,27
2026-02-06 13F Redmont Wealth Advisors Llc 540 0,00 10 11,11
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 7.681.566 7,32 151.711 9,65
2026-02-17 13F Dv Equities, Llc 116.921 2.260
2026-04-20 13F Ritholtz Wealth Management 136.324 6,79 2.692 9,12
2026-04-30 13F Elevated Capital Advisors, LLC 125 0,00 2 0,00
2026-05-15 13F Millennium Management Llc 111.318 435,49 2.199 448,13
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 33.304 -10,56 658 -8,62
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-05-14 13F Kilter Group LLC 127 35,11 3 100,00
2026-05-04 13F Geneos Wealth Management Inc. 0 -100,00 0
2026-05-01 13F Natural Investments, Llc 13.499 -9,16 0
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 235.570 0,62 4.653 2,81
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 4.276 84
2026-04-16 13F Intergy Private Wealth, LLC 12.633 -1,30 250 0,81
2026-04-13 13F True Wealth Design, LLC 2.275 46,68 45 51,72
2026-05-12 13F Acorn Creek Capital Llc 14.026 1,11 277 3,36
2026-05-12 13F Stokes Family Office, LLC 0 -100,00 0
2026-05-13 13F Integrated Quantitative Investments LLC 130.762 100,00 2.583 104,43
2026-05-05 13F Sanctuary Advisors, LLC 21.997 41,79 434 45,15
2026-05-15 13F Huntington National Bank 3.083 0,52 61 1,69
2026-05-08 13F Sofos Investments, Inc. 2 0,00 0
2026-05-11 13F Seeds Investor Llc 22.817 -4,17 485 5,43
2026-05-15 13F Smartleaf Asset Management LLC 76.040 16,52 1.446 14,31
2026-05-13 13F DRW Securities, LLC 0 -100,00 0
2026-04-06 13F Versant Capital Management, Inc 43.108 20,85 851 23,51
2026-05-15 13F Scientech Research LLC 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 2.409 0,00 48 2,17
2026-05-06 13F Pekin Hardy Strauss, Inc. 119.925 5,22 2.369 7,49
2026-02-17 13F Two Sigma Advisers, Lp 15.700 303
2026-05-01 13F Richardson Financial Services Inc. 3.838 -5,05 76 -3,85
2026-05-05 13F Putnam Fl Investment Management Co 33.675 12,37 665 14,85
2026-05-13 13F Syon Capital Llc 39.080 2,98 772 5,18
2026-05-15 13F Limestone Investment Advisors LP 47.905 0,00 946 2,16
2026-04-20 13F Ronald Blue Trust, Inc. 16.682 -23,31 329 -21,67
2026-05-13 13F Acumen Wealth Advisors, LLC 616 -1,44 12 0,00
2026-05-04 13F J.Safra Asset Management Corp 19.466 384
2026-05-11 13F Godfrey Financial Associates, Inc. 79 0,00 2 0,00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 398 -21,03 8 -22,22
2026-04-27 13F Pensionmark Financial Group, Llc 13.509 -0,93 267 1,14
2026-05-13 13F SRS Capital Advisors, Inc. 9.472 -49,59 193 -47,11
2026-04-22 13F Louisbourg Investments Inc. 44.652 14,05 882 16,53
2026-05-13 13F Callan Family Office, LLC 255.668 1,98 5.049 4,19
2026-05-13 13F GeoWealth Management, LLC 19.264 36,83 380 39,71
2026-02-17 13F Glenmede Trust Co Na 41.158 3,66 796 29,69
2026-04-28 13F Golden State Equity Partners 1.355 27
2026-05-05 13F Frazier Financial Advisors, LLC 21 0
2026-04-21 13F Aaron Wealth Advisors LLC 91.510 23,03 1.807 25,75
2026-05-15 13F Point72 Asset Management, L.P. 159.100 -61,24 3.142 -60,40
2026-05-11 13F Pathstone Holdings, LLC 590.654 1,08 11.665 3,28
2026-05-14 13F Dorsey & Whitney Trust CO LLC 76.317 1,09 1.507 3,29
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-05-01 13F New Republic Capital, LLC 17.981 -37,30 355 -35,92
2026-05-15 13F Alliancebernstein L.p. 107.955 2.087
2026-05-15 13F State Street Corp 13.954 0,00 276 2,23
2026-05-20 13F Ccm Investment Advisers Llc 305.762 6.039
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16.500 45,27 326 48,40
2026-02-11 13F Parallel Advisors, LLC 52.773 1,34 1.020 17,11
2026-04-30 13F Whipplewood Advisors, LLC 1.078 21
2026-05-15 13F Brown Advisory Inc 18.858 372
2026-05-11 13F Tranquilli Financial Advisor LLC 10.898 215
2026-04-30 13F Independence Bank of Kentucky 225 0,00 4 0,00
2026-04-17 13F Athena Wealth Management, LLC 13.908 275
2026-02-13 13F Sei Investments Co 419.198 15,38 8.103 33,23
2026-04-23 13F CWM Advisors, LLC 185 6,32 4 0,00
2026-05-06 13F Bessemer Group Inc 3.144 -18,53 0
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-04 13F Archer Investment Corp 116 2
2026-05-08 13F DJE Kapital AG 100.470 3.370
2026-02-17 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-15 13F Integrated Wealth Concepts LLC 24.772 122,67 489 127,44
2026-05-12 13F Ramirez Asset Management, Inc. 402.811 -43,32 7.986 -41,87
2026-05-11 13F Umb Bank N A/mo 15.925 -0,79 315 1,29
2026-05-12 13F Barometer Capital Management Inc. 126.900 2.506
2026-05-07 13F Crewe Advisors LLC 159 0,00 3 0,00
2026-05-07 13F First Command Advisory Services, Inc. 271 110,08 5 150,00
2026-05-14 13F Allworth Financial LP 7.692 62,04 152 65,93
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-02-02 13F Montag A & Associates Inc 0 -100,00 0
2026-05-06 13F Storgate, LLC 17.177 339
2026-05-06 13F New York State Common Retirement Fund 65.381 0,00 1.291 2,22
2026-05-11 13F TD Capital Management LLC 42 0,00 1
2026-05-14 13F Rockefeller Capital Management L.P. 100.932 51,95 1.993 55,22
2026-04-27 13F V-Square Quantitative Management LLC 7.699 36,65 152 40,74
2026-05-04 13F Savant Capital, LLC 29.363 23,78 580 26,42
2026-05-12 13F CIBC Bancorp USA Inc. 12.019 237
2026-04-21 13F Nemes Rush Group LLC 151 0,00 3 0,00
2026-05-11 13F RWM Asset Management, LLC 1.679 33
2026-05-15 13F Barclays Plc Call 0 -100,00 0 -100,00
2026-05-01 13F Diversify Wealth Management, Llc 119.247 38,92 2.477 40,52
2026-05-15 13F Barclays Plc 0 -100,00 0 -100,00
2026-05-14 13F Vident Advisory, LLC 259.972 38,23 5.134 41,24
2026-05-14 13F Marshall Wace, Llp 18.735 -75,40 370 -74,86
2026-05-13 13F Frec Markets, Inc. 20.515 47,06 405 50,56
2026-04-27 13F Albion Financial Group /ut 644 0,00 13 0,00
2026-04-30 13F BRYN MAWR TRUST Co 11 0,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 19.672 -5,93 389 -3,96
2026-04-06 13F Highline Wealth Partners Llc 868 2,36 17 6,25
2026-05-08 13F Walleye Capital LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 40.493 66,53 838 78,30
2026-04-17 13F 55 North Private Wealth, LLC 12.269 17,95 242 20,40
2026-05-15 13F Ancora Advisors, LLC 1.185 265,74 23 283,33
2026-05-12 13F TD Waterhouse Canada Inc. 6 0,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 0 -100,00 0 -100,00
2026-04-16 13F Toth Financial Advisory Corp 11 0,00 0
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-05-04 13F Center for Financial Planning, Inc. 0 -100,00 0 -100,00
2026-05-14 13F Schroder Investment Management Group 28.611 -0,07 536 -3,60
2026-04-22 13F Spire Wealth Management 377 -9,16 7 -12,50
2026-05-15 13F Jones Financial Companies Lllp 103.986 2.724,17 1.981 2.688,73
2026-05-07 13F Burk Holdings LLC 255 5
2026-05-08 13F William Blair Investment Management, Llc 76.066 -38,88 1.502 -37,55
2026-03-05 13F/A Banco Santander, S.A. 0 -100,00 0
2026-02-17 13F Capital Fund Management S.a. 0 -100,00 0
2026-04-30 13F Channing Global Advisors, Llc 16.663 -20,17 329 -18,36
2026-05-12 13F Strategic Wealth Partners, Ltd. 618 0,00 12 9,09
2026-04-15 13F Trust Point Inc. 24.109 22,80 476 25,59
2026-04-30 13F Nisa Investment Advisors, Llc 488 67,12 10 80,00
2026-05-15 13F Lazard Asset Management Llc 31.593 -0,80 624 1,30
2026-05-15 13F Fwl Investment Management, Llc 317 -41,08 6 -40,00
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