DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
US ˙ ARCA ˙ US97717W8516

Grundlæggende statistik
Institutionelle ejere 362 total, 358 long only, 0 short only, 4 long/short - change of 9,01% MRQ
Gennemsnitlig porteføljeallokering 0.2896 % - change of -32,42% MRQ
Institutionelle aktier (lange) 17.361.823 (ex 13D/G) - change of 2,60MM shares 17,63% MRQ
Institutionel værdi (lang) $ 2.476.360 USD ($1000)
Institutionelt ejerskab og aktionærer

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (US:DXJ) har 362 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 17,361,823 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Liberty Mutual Group Asset Management Inc., Bank Of Montreal /can/, Charles Schwab Investment Management Inc, LPL Financial LLC, Fmr Llc, Wells Fargo & Company/mn, and Raymond James Financial Inc .

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (ARCA:DXJ) 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%.

The share price as of April 24, 2026 is 160,20 / share. Previously, on April 28, 2025, the share price was 108,15 / share. This represents an increase of 48,13% over that period.

DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund Institutional Ownership
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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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-13 13F Centerpoint Advisors, LLC 500 0,00 0
2026-04-23 13F North Star Investment Management Corp. 212 -5,78 34 3,13
2026-02-17 13F Two Sigma Advisers, Lp 7.600 43,40 1.096 61,50
2026-01-21 13F Flagship Harbor Advisors, Llc 68 10
2026-02-03 13F RFG Advisory, LLC 0 -100,00 0 -100,00
2026-04-06 13F Rosenberg Matthew Hamilton 52 0,00 8 14,29
2026-02-03 13F Patten & Patten Inc/tn 9.355 0,00 1.349 12,61
2026-02-02 13F Heritage Financial Services, LLC 5.363 -3,12 773 9,18
2026-02-11 13F WESCAP Management Group, Inc. 21.735 -1,07 3.133 11,42
2026-04-10 13F Granite FO LLC 700 0,00 111 11,00
2026-02-12 13F Hrt Financial Lp 16.423 2
2025-11-14 13F Cinctive Capital Management LP 0 -100,00 0 -100,00
2026-01-23 13F LOM Asset Management Ltd 1.140 0,00 164 12,33
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0
2026-01-13 13F Team Financial Group, LLC 651 0,00 94 12,05
2026-02-11 13F Conquis Financial Llc 143 21
2026-02-13 13F OpenArc Corporate Advisory, LLC 1.470 212
2026-01-23 13F Beacon Harbor Wealth Advisors, Inc. 91.848 13.241
2026-02-17 13F Fmr Llc 474.915 0,40 68.464 13,05
2026-04-21 13F OneAscent Family Office, LLC 5.331 -59,86 845 -55,85
2026-01-14 13F Global View Capital Management LLC 19.046 -10,86 2.746 0,37
2026-01-27 13F TD Waterhouse Canada Inc. 909 4,60 131 18,18
2026-02-04 13F Strait & Sound Wealth Management LLC 5.578 4,59 804 17,89
2026-02-28 13F NCM Capital Management, LLC 3.856 -0,31 556 12,12
2026-02-13 13F Pathstone Holdings, LLC 2.120 306
2026-02-13 13F Evelyn Partners Investment Management LLP 2.667 75,81 384 97,94
2026-02-10 13F Moors & Cabot, Inc. 3.689 -11,94 532 -0,93
2026-04-21 13F Maridea Wealth Management LLC 7.814 39,59 1.239 53,72
2026-02-17 13F Raymond James Financial Inc 356.891 -22,84 51.449 -13,12
2026-02-12 13F Mount Yale Investment Advisors, LLC 101.651 106,20 14.654 132,20
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 58 8
2026-02-17 13F Css Llc/il 3.740 0,00 539 12,76
2026-04-20 13F Ritholtz Wealth Management 17.949 -0,48 2.846 9,46
2026-02-05 13F Western Wealth Management, LLC 5.292 -1,91 763 10,43
2026-04-15 13F Register Financial Advisors LLC 855 0,00 136 9,76
2026-02-10 13F Calton & Associates, Inc. 3.742 539
2025-10-27 13F Belvedere Trading LLC 0 -100,00 0 -100,00
2026-02-12 13F Brown Brothers Harriman & Co 1.400 0,00 202 12,29
2026-04-14 13F Nbc Securities, Inc. 1.677 -36,02 266 -29,71
2026-02-03 13F SBI Securities Co., Ltd. 1.095 1,67 158 14,60
2026-04-02 13F Byrne Asset Management LLC 195 31
2026-04-14 13F Precedent Wealth Partners, Llc 70.286 22,98 11.146 35,30
2026-01-29 13F UBS Group AG Call 2.244 323
2026-02-17 13F Gladstone Institutional Advisory LLC 6.543 59,04 943 79,28
2026-01-29 13F UBS Group AG 292.904 -20,48 42.225 -10,46
2026-02-06 13F Pnc Financial Services Group, Inc. 2.705 -5,22 390 6,58
2026-02-13 13F Schroder Investment Management Group 120.340 -12,83 17.360 -2,50
2026-02-12 13F Scotia Capital Inc. 12.684 -8,10 1.829 3,45
2026-02-05 13F Td Private Client Wealth Llc 0 -100,00 0
2026-02-05 13F S&co Inc 20.000 0,00 3 0,00
2026-02-06 13F Covestor Ltd 8 0,00 0
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 100 14
2026-04-15 13F LongView Wealth Management 1.357 225
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0 -100,00
2026-02-12 13F Steward Partners Investment Advisory, Llc 3.982 54,16 574 73,94
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-02-14 13F Howe & Rusling Inc 247 36
2026-02-17 13F Qube Research & Technologies Ltd 5.074 220,53 731 261,88
2026-04-21 13F Wedbush Securities Inc 3.259 -2,75 1
2026-04-16 13F Ballast Rock Private Wealth LLC 7.210 -5,26 1.143 4,19
2026-04-22 13F J. Team Financial, Inc. 2.852 8,69 452 19,58
2026-02-09 13F Bleakley Financial Group, LLC 23.224 28,69 3.348 44,89
2026-02-17 13F Russell Investments Group, Ltd. 1 0
2026-01-23 13F Bridgewater Advisors Inc. 1.500 0,00 231 14,36
2026-04-10 13F IAM Advisory, LLC 1.270 201
2026-02-17 13F Advisor Group Holdings, Inc. 96.170 -21,63 13.880 -10,38
2026-02-12 13F Hollencrest Capital Management 700 0,00 101 12,36
2026-02-13 13F Ausdal Financial Partners, Inc. 3.167 -30,21 457 -21,38
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 37.055 -23,65 5.342 -0,11
2026-02-09 13F Fidelis Capital Partners, LLC 7.172 0,00 1.034 12,53
2026-02-17 13F Blair William & Co/il 36.759 32,30 5.299 48,97
2026-04-16 13F Rfg Holdings, Inc. 1.331 -87,20 211 -85,91
2026-04-13 13F Robinhood Asset Management, LLC 268.486 1,82 42.577 12,00
2026-02-04 13F Tsfg, Llc 710 0,00 0
2026-02-17 13F Consultiva Wealth Management, Corp. 1.147 0,00 165 13,01
2026-04-22 13F Union Bancaire Privee, UBP SA 18.836 -15,05 2.912 -8,97
2026-04-22 13F BigSur Wealth Management LLC 180 0,00 29 12,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 8.960 6,72 1.286 20,54
2026-02-10 13F CIBC World Markets Inc. 7.567 235,27 1.091 278,47
2026-04-06 13F Versant Capital Management, Inc 243 0,00 39 8,57
2025-11-14 13F NorthRock Partners, LLC 0 -100,00 0 -100,00
2025-11-14 13F Horizon Investments, LLC 0 -100,00 0 -100,00
2026-02-13 13F Stifel Financial Corp 35.585 -55,47 5.130 -49,87
2026-02-02 13F Robertson Stephens Wealth Management, LLC 5.625 811
2026-02-03 13F International Assets Investment Management, Llc 1.383 199
2026-02-10 13F Evolution Wealth Management Inc. 154 69,23 22 100,00
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-04 13F Byrne Financial Freedom, Llc 2.917 -5,57 420 6,33
2026-02-06 13F EverSource Wealth Advisors, LLC 14 2
2026-02-13 13F Gts Securities Llc 13.554 1.954
2026-02-03 13F Sequoia Financial Advisors, LLC 32.474 2,56 4.681 15,49
2026-02-13 13F Morgan Stanley 2.301.707 3,21 331.814 16,22
2026-02-10 13F Envestnet Asset Management Inc 41.832 -68,03 6.030 -64,00
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1.975 0,00 0
2026-02-17 13F Waverton Investment Management Ltd 0 -100,00 0 -100,00
2026-02-10 13F Fort Sheridan Advisors Llc 1.700 0,00 245 12,90
2026-02-17 13F Two Sigma Investments, Lp 21.400 33,75 3.085 50,63
2026-02-17 13F GeoWealth Management, LLC 894 -81,79 129 -79,62
2026-02-17 13F Hilltop Holdings Inc. 21.551 -4,91 3.107 7,07
2026-02-09 13F Integrity Alliance, Llc. 37.682 -3,19 5.432 9,01
2025-11-07 13F BOK Financial Private Wealth, Inc. 0 -100,00 0 -100,00
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-04-07 13F City Center Advisors, LLC 1.491 236
2026-01-28 13F Kingswood Wealth Advisors, Llc 4.175 -24,95 602 -15,59
2026-04-10 13F Quaker Wealth Management, LLC 610 0,00 97 10,34
2025-11-04 13F Winnow Wealth Llc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 5.833 7.575,00 946 9.350,00
2026-01-07 13F Qp Wealth Management, Llc 0 -100,00 0
2026-02-06 13F Addison Advisors LLC 4.666 0,00 673 12,56
2026-02-10 13F Bank of New York Mellon Corp 99.452 -7,21 14.337 4,48
2026-02-11 13F LPL Financial LLC 498.977 4,09 71.932 17,20
2026-04-22 13F Portus Wealth Advisors, LLC 74 12
2026-02-18 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-02-11 13F Franklin Resources Inc 1.025 2,50 148 14,84
2026-04-21 13F Fulcrum Wealth Advisors, Llc 1.700 0,00 270 9,80
2026-02-13 13F AlTi Global, Inc. 104.450 0,00 15.058 12,60
2026-01-26 13F Cwm, Llc 913 15,57 0
2026-02-06 13F Global Retirement Partners, LLC 260 12,07 38 27,59
2026-02-13 13F MAI Capital Management 4.584 37,62 661 54,93
2026-04-13 13F Ayalon Holdings Ltd. 122.747 42,50 19 58,33
2026-04-24 13F Berkeley, Inc 44.852 10,98 7.113 22,09
2026-01-29 13F Concurrent Investment Advisors, LLC 1.692 -91,05 244 -89,91
2026-01-23 13F Assetmark, Inc 9.379 3.452,65 1.352 3.996,97
2025-11-07 13F Condor Capital Management 0 -100,00 0 -100,00
2026-02-11 13F O'shaughnessy Asset Management, Llc 9.437 4,80 1.360 18,06
2026-02-06 13F Warner Group LLC 6.324 912
2026-02-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2025-11-13 13F Glenmede Investment Management, LP 38.550 -10,83 4.936 -0,08
2026-02-10 13F Clear Harbor Asset Management, LLC 2.758 0,00 398 12,46
2026-01-27 13F Mainstay Capital Management Llc /adv 5.849 0,00 843 12,70
2026-04-15 13F Occidental Asset Management, LLC 1.306 207
2026-02-05 13F Stonebridge Financial Planning Group, LLC 6.271 -1,24 904 11,21
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-28 13F HB Wealth Management, LLC 7.825 0,22 1.128 12,91
2026-02-03 13F Koshinski Asset Management, Inc. 4.284 -1,38 618 10,97
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 21.943 -0,12 3 50,00
2026-04-14 13F XY Planning Network, Inc. 19.921 0,00 3.230 12,50
2026-02-17 13F Private Advisor Group, LLC 15.196 -42,14 2.191 -34,86
2026-02-13 13F Partners Capital Investment Group, Llp 118.546 0,26 17.090 12,89
2026-04-15 13F Merit Financial Group, LLC 2.846 3,72 451 14,18
2026-01-26 13F Whittier Trust Co 242 0,00 36 12,90
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-02-17 13F Evercore Wealth Management, LLC 289.661 -2,76 41.758 9,49
2026-02-18 13F GWM Advisors LLC 43.087 0,43 6.211 13,09
2026-04-16 13F Capital Investment Advisors, LLC 1.366 217
2026-02-02 13F WJ Financial Advisors LLC 1.999 -1,33 288 11,20
2026-01-29 13F Sanctuary Advisors, LLC 17.884 43,60 2.578 61,73
2026-04-17 13F Legacy Wealth Partners, LLC 11.810 1.873
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 80.300 11.576
2026-02-13 13F Integrated Wealth Concepts LLC 18.977 -0,99 2.736 11,50
2026-02-09 13F Huntington National Bank 4 -92,16
2026-02-27 13F/A Howard Bailey Securities, Llc 0 -100,00 0 -100,00
2026-02-18 13F Garton & Associates Financial Advisors LLC 211 30
2026-02-12 13F Mission Creek Capital Partners, Inc. 1.420 205
2026-01-22 13F Harwood Advisory Group, LLC 256 0,00 37 12,50
2026-02-17 13F Mercer Global Advisors Inc /adv 23.222 84,02 3.348 107,24
2026-02-17 13F Captrust Financial Advisors 3.474 -9,22 501 2,25
2026-02-10 13F REAP Financial Group, LLC 1.156 -2,45 167 9,93
2026-02-17 13F Ameriprise Financial Inc 279.715 134,73 40.299 164,15
2026-04-13 13F Creative Financial Designs Inc /adv 1.195 2,49 189 12,50
2026-01-23 13F Optima Capital Llc 532 77
2026-02-05 13F Thrivent Financial For Lutherans 3.822 -56,97 1 -100,00
2026-02-17 13F United Capital Financial Advisers, Llc 10.323 62,77 1.488 83,48
2026-02-05 13F Noesis Capital Mangement Corp 3.448 0,00 497 12,70
2026-02-17 13F RMB Capital Management, LLC 35.483 -0,77 5.115 11,73
2026-01-29 13F DecisionPoint Financial, LLC 135 0,00 19 11,76
2025-11-13 13F Guardian Partners Inc. 0 -100,00 0 -100,00
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 55.531 2,44 8.005 15,35
2026-02-11 13F Simplex Trading, Llc 430 62
2026-02-10 13F Meitav Dash Investments Ltd 170.954 24.645
2026-01-21 13F Modera Wealth Management, LLC 4.093 0,00 590 12,60
2026-04-17 13F AdvisorNet Financial, Inc 1.293 10,51 205 22,02
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-01-26 13F AE Wealth Management LLC 442 -13,16 64 -3,08
2026-04-22 13F Rainey & Randall Investment Management Inc. 1.262 200
2026-02-11 13F SOUTH STATE Corp 3 0
2026-02-10 13F Advisor Resource Council 1.770 272
2026-02-17 13F Old Mission Capital Llc 19.551 2.818
2026-04-22 13F Spire Wealth Management 227 0,00 36 9,38
2026-02-17 13F Karnit Road Accident Victims Compensation Fund 19.156 2.762
2026-02-17 13F Tower Research Capital LLC (TRC) 51 7
2026-02-11 13F Greykasell Wealth Strategies, Inc. 180 26
2026-02-03 13F Anfield Capital Management, LLC 51.268 -1,02 7.391 11,45
2026-02-06 13F Vestmark Advisory Solutions, Inc. 110.455 89,24 15.923 113,10
2026-01-29 13F LFA - Lugano Financial Advisors SA 320 0,00 46 15,00
2026-02-12 13F Renaissance Technologies Llc 13.800 97,14 1.989 121,99
2026-04-08 13F Moulton Wealth Management, Inc 11.726 1.885
2026-04-20 13F Eagle Strategies LLC 4.680 23,94 742 36,40
2026-04-13 13F Wolff Wiese Magana Llc 40 0,00 6 20,00
2026-02-11 13F OneAscent Financial Services LLC 0 -100,00 0 -100,00
2026-01-20 13F Nvwm, Llc 10.168 -1,10 1.466 11,32
2026-02-05 13F AlphaCore Capital LLC 89 0,00 13 9,09
2026-01-29 13F Dunhill Financial, LLC 187 0,54 27 13,04
2026-01-30 13F Bogart Wealth, LLC 85 0,00 12 20,00
2026-02-13 13F National Bank Of Canada /fi/ 11.436 -1,95 1.646 10,40
2026-04-21 13F Creative Capital Management Investments LLC 825 0,00 131 10,17
2026-04-23 13F Oppenheimer Asset Management Inc. 59.946 0,50 9.506 10,55
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 100.124 -14,87 15.878 -6,36
2026-02-17 13F Cetera Investment Advisers 32.839 -2,68 4.734 9,58
2026-02-02 13F Truist Financial Corp 29.167 -1,06 4.205 11,39
2026-02-13 13F Arete Wealth Advisors, LLC 10.806 42,75 2
2025-10-28 13F Fischer Investment Strategies, Llc 0 -100,00 0 -100,00
2026-01-23 13F Avion Wealth 2 0,00 0
2026-04-07 13F JBGlobal.com LLC 77.126 -1,04 12.231 8,86
2025-11-20 13F/A BRYN MAWR TRUST Co 0 -100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-03-05 13F Mengis Capital Management, Inc. 5.544 0,25 799 13,01
2026-02-11 13F GFS Advisors, LLC 5.200 0,00 750 12,63
2026-03-24 13F Armis Advisers, LLC 2.228 338
2026-02-13 13F Motiv8 Investments LLC 18 0
2026-04-20 13F GSB Wealth Management, LLC 36.424 1,42 5.776 11,55
2026-04-10 13F Perigon Wealth Management, LLC 13.238 1,03 2.099 11,18
2026-02-17 13F Quadrature Capital Ltd 56.373 326,65 8.127 380,83
2026-03-25 13F/A Barclays Plc 0 -100,00 0
2026-02-06 13F/A Rathbone Brothers plc 13.453 -6,04 1.939 5,78
2026-02-23 13F Wealth Preservation Advisors, LLC 1.610 0,00 232 12,62
2026-04-15 13F DAVENPORT & Co LLC 2.771 439
2026-02-19 13F Mcguire Capital Advisors Inc 4 1
2026-02-13 13F Liberty Mutual Group Asset Management Inc. 941.000 0,00 135.655 12,60
2026-04-17 13F Brown, Lisle/cummings, Inc. 4.722 1,70 749 11,81
2026-01-12 13F AllSquare Wealth Management LLC 11 -54,17 1 -50,00
2026-04-08 13F Sapient Capital Llc 2.375 0,00 377 9,94
2026-04-20 13F Payne Capital LLC 8.595 1.363
2026-02-13 13F Potomac Fund Management Inc /adv 160.156 4,21 23.088 17,34
2026-04-02 13F Marex Group plc 2.000 0,00 220 0,00
2026-02-13 13F Arkadios Wealth Advisors 8.624 32,68 1.243 49,40
2026-02-20 13F Sunbelt Securities, Inc. 737 0,27 106 12,77
2026-04-10 13F Oxinas Partners Wealth Management LLC 9.175 -9,57 1.455 -0,55
2026-02-11 13F Janney Capital Management LLC 3.158 38,87 0
2026-04-17 13F Total Clarity Wealth Management, Inc. 5.708 -3,22 905 6,47
2026-04-15 13F Parsons Capital Management Inc/ri 26.817 3,78 4.253 14,15
2026-02-10 13F Greenwich Wealth Management LLC 8.117 0,20 1 0,00
2026-03-02 13F Cfo Capital Management Llc 5.435 784
2026-02-13 13F Charles Schwab Investment Management Inc 515.323 -3,75 74.289 8,37
2026-04-07 13F CoreCap Advisors, LLC 991 -4,71 157 5,37
2026-02-17 13F Quantinno Capital Management LP 8.391 -1,49 1.210 10,92
2026-04-24 13F Peregrine Asset Advisers, Inc. 5.855 0,00 928 9,95
2026-04-16 13F Capstone Wealth Management Group LLC 6.909 1,10 1.096 11,17
2026-01-27 13F Institute for Wealth Management, LLC. 8.240 -2,33 1.188 9,91
2026-02-13 13F Evernest Financial Advisors, LLC 59.692 -1,94 9.853 26,42
2026-02-10 13F SCS Capital Management LLC 9.280 -15,51 1.338 -4,91
2026-02-04 13F Purkiss Capital Advisors LLC 3.536 0,08 510 12,61
2026-01-28 13F Kanawha Capital Management Llc 3.800 0,00 548 12,55
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 270 39
2026-02-09 13F First National Trust Co 2.965 1,30 427 14,17
2026-02-13 13F Brown Advisory Inc 1.579 228
2026-04-23 13F Capital Management Corp /va 2.025 -10,00 321 -0,93
2026-02-11 13F Jpmorgan Chase & Co 3.020.941 1.262,55 435.499 1.434,26
2026-02-17 13F Two Sigma Securities, Llc 3.053 440
2026-04-13 13F Nvest Wealth Strategies, Inc. 37.562 15,50 5.957 27,05
2026-02-17 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-02-13 13F Bank Of Nova Scotia 42.920 6.192
2026-04-14 13F Cathy Pareto & Associates, Inc 3.055 1,43 484 11,52
2026-04-15 13F Redhawk Wealth Advisors, Inc. 34.891 36,70 5.533 50,39
2026-02-13 13F/A New England Private Wealth Advisors LLC 11.117 0,26 1.603 12,90
2025-11-14 13F Wolverine Trading, Llc Call 2.500 322
2026-02-13 13F Ubs Asset Management Americas Inc 33.466 4.824
2025-11-14 13F Wolverine Trading, Llc Put 1.800 232
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-02-17 13F Cresset Asset Management, LLC 9.105 0,00 1.313 12,62
2025-10-28 13F Leavell Investment Management, Inc. 0 -100,00 0
2026-02-13 13F Avid Wealth Partners LLC 34.429 8,54 4.963 22,21
2025-10-27 13F Gwn Securities Inc. 0 -100,00 0
2026-03-09 13F Burton Enright Welch 0 -100,00 0
2026-04-09 13F Chemistry Wealth Management LLC 9.477 -1,14 1.503 8,76
2026-04-24 13F American Institute for Advanced Investment Management, LLP 2.599 0,00 412 8,71
2026-04-24 13F Key FInancial Inc 133 0,00 21 10,53
2026-04-10 13F Country Trust Bank 19 0,00 3 50,00
2026-02-17 13F Equitable Holdings, Inc. 29.588 29,86 4.265 46,21
2026-02-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 5.491 8,03 871 18,85
2026-02-12 13F Summit Financial, LLC 25.351 -0,40 3.655 12,15
2026-02-13 13F Oarsman Capital, Inc. 1.550 223
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-05 13F Phoenix Holdings Ltd. 8.946 12,37 1.290 26,50
2026-02-09 13F Unison Asset Management LLC 4.200 0,00 605 12,66
2026-02-11 13F FLC Capital Advisors 4.878 0,00 703 12,66
2026-04-13 13F IFP Advisors, Inc 201 -15,19 32 -8,82
2026-02-10 13F Bearing Point Capital, Llc 58.531 8,33 8.438 21,97
2026-02-19 13F CI Private Wealth, LLC 61.788 156,20 3.517 13,90
2026-02-06 13F Copia Wealth Management 9.559 22,82 1.378 38,35
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 20.995 20,52 3 50,00
2026-04-24 13F FRG Family Wealth Advisors LLC 2.780 0,00 441 10,00
2026-02-12 13F Keel Point, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 53.812 6,94 7.758 129.183,33
2026-01-16 13F Trust Co Of Vermont 210 0,00 30 15,38
2026-01-26 13F Private Trust Co Na 950 0,00 137 12,40
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 3.519 0,80 558 10,93
2026-01-22 13F Accordant Advisory Group Inc 731 458,02 105 556,25
2026-02-13 13F Citigroup Inc 31.501 -0,06 4.541 12,54
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-02-13 13F Evelyn Partners Investment Management (Europe) Ltd 11.713 -4,94 1.689 7,04
2026-04-16 13F Waystone Advisors Llc 2.412 382
2026-04-23 13F Barry Investment Advisors, LLC 1.602 0,00 254 10,43
2026-02-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-02-13 13F Evelyn Partners Investment Management Services Ltd 232 0,00 33 13,79
2026-02-13 13F Wells Fargo & Company/mn 364.194 66,33 52.502 87,29
2026-02-18 13F Beacon Pointe Advisors, LLC 1.541 222
2026-02-11 13F Allianz Asset Management GmbH 34.800 24,73 5.017 40,43
2026-03-06 13F Hsbc Holdings Plc 9.257 39,06 1.327 53,47
2026-02-13 13F Kane Investment Management, Inc. 2.707 11,08 390 25,00
2026-02-11 13F Prestige Wealth Management Group LLC 500 0,00 72 12,50
2026-02-13 13F Mml Investors Services, Llc 34.741 6,73 5.008 20,18
2025-11-07 13F Synovus Financial Corp 3.761 -8,85 482 2,12
2026-01-27 13F Penobscot Investment Management Company, Inc. 2.500 0,00 360 12,50
2026-02-03 13F We Are One Seven, LLC 3.033 -1,81 437 10,63
2026-02-17 13F Chilton Investment Co Llc 1.966 0,00 283 12,75
2026-02-09 13F Cary Street Partners Financial Llc 3.589 0,00 517 12,64
2026-02-05 13F Maxele Advisors, LLC 4.088 0,00 589 12,62
2026-01-20 13F Ethos Financial Group, LLC 4.790 78,73 691 101,17
2026-02-17 13F EFG International AG 1.150 166
2026-02-03 13F Morse Asset Management, Inc 500 0,00 72 12,50
2026-02-10 13F Bnp Paribas Arbitrage, Sa 5.275 -64,58 760 -60,13
2026-02-17 13F Creative Planning 8.251 2,19 1.189 15,10
2026-02-12 13F BlackRock, Inc. 63.625 -1,55 9.172 10,87
2026-02-13 13F Aptus Capital Advisors, LLC 157 0,00 23 10,00
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0 -100,00
2026-01-28 13F Geneos Wealth Management Inc. 43.277 -6,06 6.239 5,76
2026-02-11 13F Parallel Advisors, LLC 1.120 6,26 162 20,15
2026-02-10 13F Foundations Investment Advisors, LLC 126.356 -4,73 18.216 7,27
2025-11-05 13F Concord Wealth Partners 0 -100,00 0
2026-02-17 13F London & Capital Asset Management Ltd 8.806 1.268
2025-10-28 13F Impact Capital Partners LLC 0 -100,00 0
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp Put 13.200 -42,86 1.903 -35,68
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0 -100,00
2026-02-17 13F Susquehanna International Group, Llp Call 35.500 -41,99 5.118 -34,69
2026-01-21 13F South Shore Capital Advisors 4.160 -17,79 600 91,99
2026-01-07 13F Harbor Investment Advisory, Llc 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-12 13F Insigneo Advisory Services, Llc 5.331 47,35 769 65,87
2026-02-09 13F Harbour Investments, Inc. 640 -33,05 92 -24,59
2025-11-14 13F One Capital Management, LLC 0 -100,00 0
2026-04-17 13F Provident Wealth Management, LLC 500 0,00 79 9,72
2026-02-06 13F HighTower Advisors, LLC 23.663 7,36 3.411 20,87
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-01-22 13F K2 Financial Inc. 3.612 4,48 536 20,22
2026-04-21 13F Washington Growth Strategies Llc 5.678 295,40 900 334,78
2026-02-11 13F Empowered Funds, LLC 0 -100,00 0
2026-02-06 13F Gables Capital Management Inc. 101 0,00 15 16,67
2026-02-14 13F Rockefeller Capital Management L.P. 133.410 2,14 19.233 15,01
2026-02-17 13F Susquehanna International Group, Llp 1.636 -66,47 236 -62,34
2026-04-13 13F Runnymede Capital Advisors, Inc. 2.902 460
2026-02-11 13F Deutsche Bank Ag\ 39.087 0,00 5.635 12,59
2026-04-21 13F J.M. Arbour, LLC 5.180 7,76 821 18,47
2026-01-07 13F Harbour Capital Advisors, LLC 8.004 0,00 1.160 9,23
2026-01-29 13F Almanack Investment Partners, LLC. 79.213 -2,06 11.419 10,28
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-02-05 13F Atria Investments Llc 11.471 -15,50 1.654 -4,84
2026-02-09 13F Mmbg Investment Advisors Co. 35.417 -12,28 5.106 -1,24
2026-04-13 13F Midway Capital Research & Management 50 8
2026-04-21 13F Welch Group, LLC 2.591 17,99 411 29,75
2026-04-15 13F Seacrest Wealth Management, Llc 6.204 0,00 984 7,43
2026-02-17 13F New Vernon Capital Holdings II LLC 46.560 0,00 6.712 12,60
2026-02-12 13F Great Valley Advisor Group, Inc. 10.607 1.529
2026-02-17 13F Royal Bank Of Canada 155.503 3,45 22.417 16,49
2026-04-21 13F Financial Consulate, Inc 98 0,00 16 7,14
2026-02-12 13F Bank Of Montreal /can/ 565.688 -8,97 81.550 2,50
2026-01-29 13F Comerica Bank 16.399 -1,42 2.364 11,04
2026-02-10 13F Rice Partnership, LLC 182.916 70,56 26.369 92,05
2026-02-13 13F SRS Capital Advisors, Inc. 135 -99,95 19 -99,81
2026-02-04 13F Independent Advisor Alliance 3.870 -10,35 558 0,91
2026-04-07 13F Signaturefd, Llc 306 0,00 49 9,09
2026-02-03 13F Diversify Wealth Management, Llc 1.348 -93,50 207 -92,67
2026-02-12 13F CIBC Private Wealth Group, LLC 434 6,90 63 21,57
2026-02-13 13F Navis Wealth Advisors, LLC 8.385 1.209
2026-02-05 13F RiverFront Investment Group, LLC 0 -100,00 0 -100,00
2026-04-13 13F Bourgeon Capital Management Llc 1.467 0,00 233 9,95
2026-02-17 13F Permanens Capital L.P. 292.755 0,35 42.204 12,99
2026-02-17 13F Bank Of America Corp /de/ 1.297.136 -1,57 186.995 10,84
2026-02-17 13F Jones Financial Companies Lllp 24.401 32,51 3.518 47,15
2026-04-22 13F Janney Montgomery Scott LLC 21.039 40,01 3 50,00
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-04-14 13F Baldwin Brothers Inc/ma 2.875 -17,27 456 -9,00
2026-04-20 13F Auour Investments LLC 2.087 -2,57 331 7,14
2026-02-06 13F Larson Financial Group LLC 49 104,17 7 133,33
2026-02-13 13F Van Eck Associates Corp 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 6.712 22,59 1
2026-02-12 13F Jane Street Group, Llc Put 2.100 303
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-02-13 13F Squarepoint Ops LLC 8.677 -8,61 1.251 2,88
2026-04-14 13F Invenio Wealth Partners Llc 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 13.189 2,85 1.901 15,84
2026-04-10 13F Piscataqua Savings Bank 596 0,00 95 10,59
2026-04-23 13F Next Level Private LLC 13.125 -0,26 2.081 9,70
2026-02-13 13F Allie Family Office LLC 8.028 1.157
2026-04-09 13F Wedmont Private Capital 1.211 203
2026-02-10 13F Comprehensive Wealth Management, LLC 4.644 -8,11 669 3,40
2026-02-12 13F Federation des caisses Desjardins du Quebec 24.678 -0,61 3.558 11,93
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 200 0,00 29 12,00
2026-04-21 13F E&G Advisors, LP 16.062 15,75 2.547 27,35
2026-02-12 13F Jane Street Group, Llc 10.305 1.486
2026-02-12 13F Triumph Capital Management 20 3
2026-01-27 13F Checchi Capital Advisers, LLC 3.060 0,26 441 13,08
2026-02-17 13F Schrum Private Wealth Management LLC 2.900 0,00 418 12,67
2026-02-05 13F Allworth Financial LP 738 1,79 106 15,22
2026-02-17 13F Northern Trust Corp 5.277 761
2026-04-17 13F Ignite Planners, LLC 5.468 -1,81 867 2,00
2026-02-13 13F Baird Financial Group, Inc. 5.392 3,22 777 16,32
2026-04-17 13F United Advisor Group, LLC 1.438 228
2026-04-22 13F Formidable Asset Management, LLC 2.842 -3,50 410 8,49
2026-02-17 13F Pinnacle Financial Partners, Inc. 3.491 503
2026-01-30 13F Us Bancorp \de\ 147 137,10 21 200,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 11.788 -23,57 1.901 -16,41
2026-02-13 13F Smartleaf Asset Management LLC 5.895 -84,95 851 -83,17
2026-02-13 13F Mariner, LLC 5.818 46,29 839 64,64
2026-02-17 13F Integrated Advisors Network LLC 8.904 0,03 1.284 12,64
2026-04-16 13F Brookstone Capital Management 3.827 -14,75 607 -6,34
2026-04-08 13F Sharper & Granite LLC 46.508 -4,32 7.375 5,25
2026-02-17 13F Sherman Porfolios, Llc 2.331 336
2026-04-14 13F Wealthcare Advisory Partners LLC 9.212 -19,67 1.461 -11,68
2026-02-13 13F Colony Group, LLC 27.223 88,93 3.892 111,06
2026-02-17 13F SageView Advisory Group, LLC 424 61
2025-11-05 13F Bessemer Group Inc 0 -100,00 0
2026-02-09 13F Buckhead Capital Management Llc 3.765 543
2026-02-17 13F Citadel Advisors Llc Put 6.000 -80,39 865 -77,94
2026-04-24 13F Prospect Financial Services LLC 4.789 9,76 759 20,86
2026-02-17 13F Citadel Advisors Llc Call 2.000 -31,03 288 -22,37
2026-04-02 13F Hilltop National Bank 433 -5,87 69 3,03
2026-04-24 13F Medallion Wealth Advisors, LLC 30 0,00 5 0,00
2026-04-08 13F Birchbrook, Inc. 38 0,00 6 20,00
2026-02-09 13F Frazier Financial Advisors, LLC 200 0,00 29 12,00
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0 -100,00
2026-02-10 13F Goldman Sachs Group Inc 253.764 -1,31 36.583 11,12
2026-02-13 13F Ieq Capital, Llc 10.234 14,50 1.475 28,93
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