FWONA - Formula One Group Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGS)

Formula One Group
US ˙ NasdaqGS ˙ US5312297717

Grundlæggende statistik
Institutionelle ejere 356 total, 355 long only, 0 short only, 1 long/short - change of -27,20% MRQ
Gennemsnitlig porteføljeallokering 0.1314 % - change of -12,55% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 22.186.247 - 92,48% (ex 13D/G) - change of -0,21MM shares -0,93% MRQ
Institutionel værdi (lang) $ 1.962.710 USD ($1000)
Institutionelt ejerskab og aktionærer

Formula One Group (US:FWONA) har 356 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,186,247 aktier. Største aktionærer omfatter Linonia Partnership LP, Vanguard Group Inc, Principal Financial Group Inc, State Of Wisconsin Investment Board, Ashe Capital Management, LP, BlackRock, Inc., Norges Bank, Sculptor Capital LP, Janus Henderson Group Plc, and Darsana Capital Partners LP .

Formula One Group (NasdaqGS:FWONA) 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 March 12, 2026 is 77,50 / share. Previously, on March 13, 2025, the share price was 75,91 / share. This represents an increase of 2,09% over that period.

FWONA / Formula One Group 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.

Se Højest rangerende aktier
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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.

FWONA / Formula One Group Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

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Fil dato Form Investor Forrige
Aktier		 Seneste
Aktier		 Δ Aktier
(Procent)		 Ejendomsret
(Procent)		 Δ Ejerskab
(Procent)
2025-10-31 13G/A VANGUARD GROUP INC 2,358,707 2,111,041 -10.50 8.79 -10.58
2025-10-20 13G/A Linonia Partnership LP 2,243,948 2,243,948 0.00 9.40 0.00
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
(%)
2025-11-12 13F West Family Investments, Inc. 2.811 1,77 268 1,91
2026-02-17 13F Canada Pension Plan Investment Board 41.620 52,17 3.720 42,82
2026-02-13 13F Pathstone Holdings, LLC 2.808 -29,50 251 -34,04
2025-10-17 13F Ethic Inc. 0 -100,00 0 -100,00
2026-01-12 13F CVA Family Office, LLC 65 0,00 6 -16,67
2025-09-24 NP PPUMX - LargeCap Growth Fund I R-3 325 -46,01 29 -39,58
2026-01-26 13F Cwm, Llc 521 0,97 0
2026-02-17 13F Raymond James Financial Inc 217.505 -22,32 19.441 -33,52
2026-01-21 13F Oak Thistle LLC 4.723 422
2026-02-11 13F Franklin Resources Inc 1.244 -2,28 111 -8,26
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.935 0,00 355 12,03
2026-01-23 13F Private Wealth Management Group, LLC 12 0,00 1 0,00
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 2.345 0
2026-02-11 13F Los Angeles Capital Management Llc 111 10
2026-02-05 13F Td Private Client Wealth Llc 532 64,71 48 56,67
2026-02-09 13F Legal & General Group Plc 43.098 -14,30 3.852 -19,55
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0
2026-02-02 13F Cornerstone Planning Group LLC 1 0
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 535 0,00 48 11,63
2025-09-26 NP FSPGX - Fidelity Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.201 -12,05 829 -1,54
2026-02-04 13F First Foundation Advisors 21.748 0,00 1.944 -6,14
2026-02-09 13F Roundview Capital LLC 33.983 -0,59 3.037 -6,70
2026-01-26 13F Whittier Trust Co Of Nevada Inc 19 -36,67 2 -50,00
2026-02-17 13F Balyasny Asset Management Llc 23.920 -11,55 2.138 -17,01
2026-02-17 13F Janus Henderson Group Plc 995.541 2,12 88.981 -4,14
2026-02-17 13F Osterweis Capital Management Inc 0 -100,00 0
2026-02-13 13F Citigroup Inc 16.268 -8,60 1.454 -14,17
2026-02-17 13F Jones Financial Companies Lllp 1.057 18,10 94 10,59
2025-09-25 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 2.186 13,03 197 27,10
2026-02-10 13F Goldman Sachs Group Inc 77.834 -10,18 6.957 -15,70
2026-02-13 13F Mariner, LLC 0 -100,00 0 -100,00
2026-01-29 13F Dougherty Wealth Advisers LLC 367 0,00 33 -5,88
2026-02-10 13F Bnp Paribas Arbitrage, Sa 10.183 -89,17 910 -89,84
2026-02-05 13F Bessemer Group Inc 841 23,86 0
2026-02-10 13F Nomura Asset Management Co Ltd 0 0
2025-09-26 NP FHOFX - Fidelity Series Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 494 -2,95 45 10,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.380 0,00 214 12,04
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1.663 0,00 0
2026-02-02 13F Bay Harbor Wealth Management, LLC 3 200,00 0
2026-01-23 13F Farther Finance Advisors, LLC 129 111,48 12 120,00
2025-11-14 13F Cantor Fitzgerald, L. P. 0 -100,00 0
2025-09-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 477 -54,48 43 -50,00
2025-11-12 13F Portfolio Design Labs, LLC 0 -100,00 0 -100,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 3.345 44,49 299 35,45
2026-02-10 13F Natixis Advisors, L.p. 15.165 51,27 1
2026-02-17 13F State Of Wisconsin Investment Board 1.301.839 -6,10 116.358 -11,86
2026-01-22 13F Bartlett & Co. Wealth Management Llc 183 0,00 16 -5,88
2026-01-23 13F Assetmark, Inc 462 3,36 41 -2,38
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 1.759 167
2025-09-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 6.403 0,00 577 12,04
2026-02-05 13F S&co Inc 67.239 -0,26 6 0,00
2026-02-10 13F Root Financial Partners, LLC 60 1,69 5 0,00
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.758 -28,65 339 -20,28
2026-02-03 13F Gallacher Capital Management LLC 4.308 7,08 385 0,52
2026-02-13 13F Aire Advisors, Llc 4.524 0,00 404 -6,05
2026-02-02 13F Qrg Capital Management, Inc. 3.313 11,06 296 4,23
2025-09-25 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39.281 0,00 3.540 11,88
2026-01-09 13F SG Americas Securities, LLC 3.044 -53,79 0
2026-02-02 13F Sachetta, LLC 85 0,00 8 -12,50
2025-10-15 13F Plancorp, LLC 0 -100,00 0 -100,00
2026-02-10 13F Eurizon Capital SGR S.p.A. 3.266 292
2025-11-14 13F Harvest Fund Management Co., Ltd 0 -100,00 0
2026-02-17 13F Fmr Llc 403.342 -95,05 36.051 -95,76
2025-11-13 13F Farringdon Capital, Ltd. 0 -100,00 0 -100,00
2025-10-24 13F Meeder Asset Management Inc 0 -100,00 0
2026-01-08 13F True Wealth Design, LLC 4 -55,56 0
2026-02-11 13F Deltroit Asset Management (UK) LLP 51.571 4.609
2026-01-16 13F Longboard Asset Management, LP 0 -100,00 0
2026-02-13 13F Wittenberg Investment Management, Inc. 16.403 -0,27 1.466 -6,39
2026-02-13 13F State Street Corp 348.835 -0,49 31.179 -6,59
2026-01-26 13F Moran Wealth Management, LLC 2.311 -26,82 207 -31,33
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2025-09-24 NP PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 505.651 0,00 45.569 11,88
2026-02-17 13F Price T Rowe Associates Inc /md/ 29.232 3,17 3 0,00
2025-09-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.393 15,66 216 29,52
2026-01-20 13F Signaturefd, Llc 2.665 2,22 238 -4,03
2026-02-12 13F Aristides Capital LLC 6.838 4,11 611 -2,24
2026-02-11 13F Simplex Trading, Llc 101 29,49 9
2026-02-13 13F Barclays Plc 9.636 1,06 861 -5,07
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 43 4
2025-10-21 13F Simon Quick Advisors, Llc 0 -100,00 0 -100,00
2026-01-29 13F Vanguard Group Inc 2.112.263 0,06 188.794 -6,08
2026-02-12 13F Ruane, Cunniff & Goldfarb L.P. 738.880 -0,46 66.041 -6,57
2026-02-12 13F MetLife Investment Management, LLC 710 -0,14 63 -5,97
2026-02-10 13F Rothschild Investment Llc 5 150,00 0
2026-02-17 13F Dark Forest Capital Management Lp 15.000 0,00 1.341 -6,16
2026-02-06 13F Global Retirement Partners, LLC 490 311,76 44 290,91
2026-02-02 13F Fifth Third Bancorp 3 0,00 0
2026-02-17 13F Northern Trust Corp 107.919 -4,72 9.646 -10,56
2026-02-17 13F Darsana Capital Partners LP 812.750 27,80 72.644 19,96
2026-02-26 13F TD Capital Management LLC 12 -85,54 1 -87,50
2025-11-06 13F Versor Investments LP 0 -100,00 0 -100,00
2025-10-09 13F Voya Investment Management Llc 0 -100,00 0 -100,00
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 6.955 0,00 622 -6,19
2026-02-05 13F Gamco Investors, Inc. Et Al 108.941 1,51 9.737 -4,72
2025-10-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 489.130 29,68 43.718 21,72
2025-09-24 NP PPSFX - LargeCap Value Fund III R-3 319 -1,24 29 7,69
2025-09-26 NP FNKFX - Fidelity Mid-Cap Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43.996 -7,16 3.965 3,85
2026-02-03 13F Oak Family Advisors, Llc 6.175 0,00 552 -6,13
2026-02-17 13F Susquehanna International Group, Llp 7.609 -94,54 680 -94,87
2025-09-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81.118 14,42 7.310 28,02
2026-01-16 13F BayBridge Capital Group, LLC 2.703 -0,48 242 -6,59
2026-02-17 13F Oddo Bhf Asset Management Sas 0 -100,00 0
2026-02-12 13F Colonial Trust Co / SC 300 0,00 27 -7,14
2026-01-30 13F/A M&t Bank Corp 3.333 -3,87 298 -9,42
2026-02-17 13F Mercer Global Advisors Inc /adv 7.203 8,12 644 1,42
2025-09-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.292 4,79 477 17,24
2025-11-06 13F Whipplewood Advisors, LLC 0 -100,00 0
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 17.043 0,00 1.536 11,88
2026-02-17 13F Linonia Partnership LP 2.118.059 0,00 189.312 -6,13
2026-01-28 13F Paradice Investment Management LLC 2.830 -8,06 253 -13,99
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 166 0,00 14 -7,14
2025-10-22 13F Geneos Wealth Management Inc. 0 -100,00 0
2026-01-29 13F Sanctuary Advisors, LLC 10.701 25,94 956 18,17
2026-02-13 13F American Century Companies Inc 2.246 -29,90 201 -34,43
2026-02-10 13F Norges Bank 1.011.778 90.433
2025-09-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 490 0,00 44 12,82
2026-02-13 13F First Trust Advisors Lp 2.523 226
2026-02-12 13F Quadrant Capital Group Llc 3.829 0,21 342 -5,79
2026-01-29 13F Comerica Bank 2.164 3,49 193 -3,02
2026-02-11 13F O'shaughnessy Asset Management, Llc 2.170 1,50 194 -4,93
2026-02-13 13F Blacksheep Fund Management Ltd 104.010 0,00 9.296 -6,13
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.915 0,00 173 11,69
2026-02-13 13F Rhumbline Advisers 22.701 -3,12 2.029 -9,10
2026-02-05 13F Gabelli Funds Llc 129.750 16,63 11.597 9,48
2026-02-17 13F Ancora Advisors, LLC 530 0,00 47 -6,00
2025-11-14 13F Verition Fund Management LLC 0 -100,00 0 -100,00
2026-01-23 13F Optima Capital Llc 4 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2025-09-24 NP IYC - iShares U.S. Consumer Services ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.074 13,17 547 26,62
2026-02-23 13F Virtu Financial LLC 13.681 -30,19 1 0,00
2026-02-11 13F Parallel Advisors, LLC 1.226 2,94 110 -3,54
2025-10-28 13F BRYN MAWR TRUST Co 21.826 0,00 2.078 0,29
2026-02-10 13F Pecaut & Co. 12.108 0,00 1.082 -6,08
2026-01-30 13F Activest Wealth Management 26 4,00 2 0,00
2026-02-13 13F Stifel Financial Corp 6.020 24,41 538 16,96
2026-02-10 13F Winthrop Capital Management, LLC 17 0
2026-02-11 13F Deutsche Bank Ag\ 46.333 -0,28 4.141 -6,40
2026-02-17 13F Advisor Group Holdings, Inc. 867 -82,69 77 -84,75
2026-02-17 13F Quantinno Capital Management LP 49.319 23,99 4.408 16,40
2026-02-12 13F Brown Brothers Harriman & Co 846 0,00 76 -6,25
2026-02-17 13F Engineers Gate Manager LP 4.584 410
2025-11-10 13F Choate Investment Advisors 0 -100,00 0
2026-01-26 13F JNBA Financial Advisors 1 0,00 0
2025-09-24 NP PPQMX - MidCap Growth Fund III R-3 50 -50,50 5 -50,00
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 773 55,53 70 72,50
2026-02-12 13F Johnson Financial Group, Inc. 72 -6,49 6 -14,29
2026-02-12 13F Bank Of Montreal /can/ 1.182 -7,58 106 -13,22
2026-02-13 13F Cladis Investment Advisory, LLC 0 -100,00 0
2026-02-13 13F Umb Bank N A/mo 864 0,00 77 -6,10
2026-01-16 13F FNY Investment Advisers, LLC 320 -40,74 0
2026-02-06 13F Pnc Financial Services Group, Inc. 3.923 2,06 351 -4,37
2026-02-13 13F Quarry LP 229 20
2026-01-15 13F Fortitude Family Office, LLC 4 -60,00 0
2026-02-17 13F Alliancebernstein L.p. 7.918 -97,13 708 -97,54
2025-09-24 NP PMPRX - MidCap Value Fund I R-3 395 -21,31 36 -12,50
2025-09-26 NP USGRX - Growth & Income Fund Shares 346 -4,68 31 6,90
2026-02-10 13F Envestnet Asset Management Inc 54.100 24,15 4.835 16,53
2026-02-13 13F LGT Financial Advisors LLC 1 0,00 0
2026-01-27 13F TD Waterhouse Canada Inc. 300 100,00 27 85,71
2026-01-21 13F Flagship Harbor Advisors, Llc 1.650 147
2026-01-08 13F Versant Capital Management, Inc 297 22,73 27 13,04
2026-02-26 13F Anchor Investment Management, LLC 300 0,00 27 -7,14
2026-02-17 13F Ashe Capital Management, LP 1.184.179 0,00 105.842 -6,13
2026-02-12 13F State Board Of Administration Of Florida Retirement System 28.793 -16,91 2.574 -22,01
2026-02-24 13F MidFirst Bank 34 3
2026-02-17 13F GAM Holding AG 0 -100,00 0
2026-02-09 13F Blue Bell Private Wealth Management, Llc 10 0,00 1
2026-02-12 13F Nuveen, LLC 44.491 4,10 3.977 -2,29
2026-02-17 13F Bislett Management, Llc 70.000 -12,50 6.257 -17,87
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-02-06 13F IFP Advisors, Inc 128 0,79 11 -8,33
2026-02-12 13F Rossby Financial, LCC 50 2.400,00 4
2026-01-13 13F CoreCap Advisors, LLC 5 0,00 0
2026-02-17 13F Royal Bank Of Canada 19.616 8,04 1.753 1,39
2026-02-02 13F Addison Capital Co 0 -100,00 0
2026-01-27 13F Evergreen Capital Management Llc 4.015 -0,10 359 -6,28
2025-09-24 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 988 0,92 89 14,10
2026-02-17 13F Ameriflex Group, Inc. 4 -50,00 0
2025-12-09 13F Painted Porch Advisors LLC 800 0,00 76 1,33
2026-02-02 13F Principal Financial Group Inc 1.327.209 34,12 118.630 25,89
2025-11-14 13F Cubist Systematic Strategies, LLC 5.719 545
2026-02-13 13F Ubs Asset Management Americas Inc 20.918 2,70 1.870 -3,61
2026-01-23 13F Bellevue Asset Management, Llc 12 1
2026-02-13 13F Boyar Asset Management Inc. 8.263 739
2026-02-17 13F Blair William & Co/il 232 28,89 21 17,65
2025-11-14 13F Binnacle Investments Inc 16 0,00 2 0,00
2025-09-24 NP GLOF - iShares Edge MSCI Multifactor Global ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 842 9,07 76 20,97
2026-02-12 13F Hrt Financial Lp 5.158 -83,55 0 -100,00
2026-02-06 13F Gsa Capital Partners Llp 0 -100,00 0
2026-02-12 13F Callan Family Office, LLC 4.595 48,51 411 39,46
2026-01-29 13F Quent Capital, LLC 1.241 -2,59 111 -9,09
2026-01-30 13F Us Bancorp \de\ 3.619 -3,78 323 -9,78
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F DV Trading LLC 2.810 251
2026-02-10 13F Sittner & Nelson, Llc 3 -25,00 0
2026-02-02 13F Kornitzer Capital Management Inc /ks 30.529 0,00 2.729 -6,13
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-01-15 13F Trust Co 5 0
2026-02-12 13F Federation des caisses Desjardins du Quebec 144 0,00 13 -7,69
2026-02-14 13F Rockefeller Capital Management L.P. 5.476 4,66 489 -1,81
2026-02-13 13F Soros Fund Management Llc 10.200 912
2025-11-14 13F Ameriprise Financial Inc 0 -100,00 0 -100,00
2026-02-03 13F Credit Industriel Et Commercial 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc 38.154 46,75 3.410 37,78
2026-02-12 13F Jane Street Group, Llc Call 4.100 366
2026-01-22 13F HHM Wealth Advisors, LLC 2 0,00 0
2026-02-12 13F BlackRock, Inc. 1.148.302 1,27 102.635 -4,94
2026-02-11 13F LPL Financial LLC 13.829 -3,70 1.236 -9,58
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.494 7,90 675 20,75
2026-02-03 13F Sequoia Financial Advisors, LLC 4.765 12,51 426 5,46
2026-02-13 13F Caxton Associates Llp 8.437 140,78 754 126,43
2026-01-20 13F Princeton Global Asset Management LLC 32 0,00 3 -33,33
2026-01-26 13F Private Trust Co Na 83 0,00 7 0,00
2026-02-11 13F Horizon Kinetics Asset Management Llc 36.018 -4,60 3.219 -10,46
2026-02-09 13F Geode Capital Management, Llc 445.169 -2,46 39.814 -8,45
2026-02-13 13F MAI Capital Management 510 0,00 46 -6,25
2026-02-13 13F Colony Group, LLC 5.587 499
2026-02-17 13F Hawk Ridge Capital Management Lp 299.800 90,91 26.796 79,21
2026-02-11 13F Highbridge Capital Management Llc 227.221 -30,01 20.309 -34,30
2026-02-19 13F Invesco Ltd. 25.484 2,66 2.278 -3,64
2025-09-29 NP CFMCX - Column Mid Cap Fund 389 0,00 35 2,94
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 360 -57,45 32 -52,94
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-17 13F Aspen Grove Capital, LLC 2.500 0,00 223 -6,30
2026-02-13 13F Neuberger Berman Group LLC 8.447 -22,92 755 -27,71
2025-10-20 13F Ascent Group, LLC 0 -100,00 0 -100,00
2026-02-17 13F Millennium Management Llc 60.560 16,46 5.413 9,31
2025-09-26 NP FEQHX - Fidelity Hedged Equity Fund 884 -10,07 80 9,72
2026-02-17 13F T. Rowe Price Investment Management, Inc. 11 0,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 23 -87,29 2 -88,24
2025-09-26 NP DAACX - Diversified Equity Fund 58 -53,97 5 -54,55
2026-02-17 13F SageView Advisory Group, LLC 110 10
2026-02-13 13F Sei Investments Co 9.171 23,15 820 15,66
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 12.108 48,49 1.091 66,31
2026-01-05 13F GAMMA Investing LLC 1.003 11,94 90 4,71
2026-02-17 13F Mirabella Financial Services Llp 5.712 511
2025-09-25 NP DFLV - Dimensional US Large Cap Value ETF 1.097 0,00 99 11,36
2026-02-06 13F HighTower Advisors, LLC 3.485 311
2026-02-17 13F California State Teachers Retirement System 1.410 -1,54 126 -7,35
2026-02-13 13F Schroder Investment Management Group 6.508 -13,95 581 -19,44
2026-02-13 13F Hurley Capital, LLC 28 -50,88 3 -60,00
2026-02-13 13F Landscape Capital Management, L.l.c. 48.319 -35,64 4.319 -39,59
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 404 14,77 36 9,09
2026-02-06 13F Fortis Group Advisors, LLC 25 0,00 2 0,00
2025-11-14 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-11 13F Manchester Capital Management LLC 4.624 -11,06 413 -16,57
2026-02-17 13F Schonfeld Strategic Advisors LLC 0 -100,00 0 -100,00
2025-11-14 13F Ieq Capital, Llc 0 -100,00 0 -100,00
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 4.373 7,37 394 20,12
2026-01-23 13F Third View Private Wealth, LLC 4.599 411
2026-02-09 13F Huntington National Bank 793 58,28 71 48,94
2026-02-04 13F Hosking Partners LLP 4.551 0,00 407 -6,24
2026-02-11 13F Vise Technologies, Inc. 5.919 42,90 529 28,40
2026-01-30 13F Bogart Wealth, LLC 2 0,00 0
2026-02-17 13F Cetera Investment Advisers 3.450 13,37 308 6,57
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-01-15 13F Frank, Rimerman Advisors LLC 6.292 72,48 562 61,96
2025-09-26 NP ILCG - iShares Morningstar Large-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.222 10,55 200 24,22
2026-02-10 13F Close Asset Management Ltd 30 0
2026-03-06 13F Hsbc Holdings Plc 9.992 51,88 893 43,11
2026-01-20 13F Trust Co Of Toledo Na /oh/ 8 0,00 1
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 17 0,00 2 0,00
2026-02-17 13F Qube Research & Technologies Ltd 130.017 -13,25 11.621 -18,58
2026-02-11 13F Greykasell Wealth Strategies, Inc. 3 0,00 0
2025-10-24 13F Hemington Wealth Management 124 6,90 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 1 0,00 0
2026-02-05 13F Pinnacle Associates Ltd 116.496 -0,44 10.412 -6,54
2026-02-09 13F Hartland & Co., LLC 6.423 1,20 574 -4,97
2025-09-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.736 28,11 607 43,50
2026-01-16 13F DiNuzzo Private Wealth, Inc. 6 0,00 1
2026-02-17 13F Signature Equity Partners, LLC 10 1
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.897 0,00 982 11,97
2026-02-04 13F LRI Investments, LLC 12 0,00 1 0,00
2026-02-09 13F Harbour Investments, Inc. 123 39,77 11 25,00
2026-01-26 13F Asset Dedication, LLC 32 0,00 3 -33,33
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-04 13F Madison Asset Management, LLC 454.863 0,00 40.656 -6,13
2026-02-10 13F Elgethun Capital Management 147.490 1,91 13.183 -3,74
2026-02-17 13F Graham Capital Management, L.P. 7.963 -75,79 712 -79,30
2026-02-17 13F Mangrove Partners 11.243 -95,03 1.005 -89,59
2026-01-27 13F First Horizon Corp 11 0,00 1 -100,00
2026-01-27 13F Proffitt & Goodson Inc 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc Call 4.700 -51,55 420 -58,54
2026-02-10 13F Hazlett, Burt & Watson, Inc. 7 0,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Citadel Advisors Llc Put 4.700 -29,85 420 -39,91
2026-02-19 13F CI Private Wealth, LLC 5.103 107,69 456 94,87
2026-02-17 13F Russell Investments Group, Ltd. 5.745 21,74 513 14,25
2026-02-13 13F Smartleaf Asset Management LLC 33 6,45 3 0,00
2026-02-12 13F CIBC Private Wealth Group, LLC 909 -41,35 81 -44,90
2026-02-03 13F SBI Securities Co., Ltd. 242 -9,02 22 -16,00
2026-02-13 13F Marshall Wace, Llp 24.089 2.153
2026-02-17 13F Glenmede Trust Co Na 936 127,18 84 151,52
2026-02-17 13F Amundi 71.214 -87,24 6.365 -89,47
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-01-05 13F Rosenberg Matthew Hamilton 333 0,91 30 -6,45
2026-01-12 13F Avanza Fonder AB 1.729 0,00 155 -6,10
2026-02-12 13F Steward Partners Investment Advisory, Llc 457 6,03 41 -2,44
2026-02-17 13F Two Sigma Securities, Llc 2.525 226
2026-02-13 13F Parkside Financial Bank & Trust 96 65,52 9 60,00
2026-02-17 13F Point72 Asset Management, L.P. 0 -100,00 0
2025-09-26 NP USSPX - 500 Index Fund -Member Shares 4.825 1,00 435 13,02
2026-02-13 13F National Bank Of Canada /fi/ 483 70,07 43 59,26
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 5.077 0,00 458 12,01
2026-02-17 13F Aqr Capital Management Llc 7.805 -64,44 696 -69,63
2026-02-02 13F Montag A & Associates Inc 378 0,00 34 -5,71
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 18.107 0,00 1.632 11,87
2026-02-17 13F Voloridge Investment Management, Llc 14.325 -13,52 1.280 -18,83
2026-02-06 13F Covestor Ltd 27 50,00 0
2026-02-11 13F Clearbridge Investments, LLC 139.342 -1,98 12.454 -7,99
2025-11-06 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-01-15 13F Allspring Global Investments Holdings, LLC 189 -99,52 17 -99,54
2026-02-12 13F Renaissance Technologies Llc 280.522 -12,07 25.073 -17,46
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-01-07 13F Central Pacific Bank - Trust Division 450 0,00 40 -4,76
2026-01-14 13F Jfs Wealth Advisors, Llc 23 35,29 2 100,00
2026-01-07 13F Retirement Wealth Solutions LLC 12 50,00 1
2025-09-26 NP FMCSX - Fidelity Mid-Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 285.541 -7,61 25.733 3,37
2026-02-09 13F Key FInancial Inc 0 -100,00 0
2026-01-07 13F Massmutual Trust Co Fsb/adv 714 -10,30 64 -16,00
2026-02-10 13F State of Wyoming 875 78
2026-01-29 13F UBS Group AG 130.375 11,36 11.653 4,53
2026-01-15 13F Lodestone Wealth Management LLC 2 0
2026-01-21 13F Signature Resources Capital Management, LLC 3 0
2026-02-18 13F KKM Financial LLC 207.502 18.547
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.208 -23,54 109 -14,96
2026-02-13 13F Royal London Asset Management Ltd 8.183 18,05 731 10,76
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 105 0,00 9 12,50
2026-02-05 13F Amalgamated Bank 1.371 0,88 0
2026-02-17 13F Public Employees Retirement System Of Ohio 6.898 -3,67 617 -9,54
2026-02-09 13F Keating Financial Advisory Services, Inc. 18 2
2026-02-04 13F Mascoma Wealth Management LLC 2 0,00 0
2025-11-25 13F Kimelman & Baird, LLC 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-13 13F Brown Advisory Inc 6.139 -19,13 549 -24,10
2026-02-13 13F Lord, Abbett & Co. Llc 61.685 1,85 6 0,00
2026-02-13 13F Caitong International Asset Management Co., Ltd 0 -100,00 0 -100,00
2026-02-17 13F Align Financial, LLC 268 0
2026-02-09 13F Delta Asset Management Llc/tn 144 0,00 13 -7,69
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 3.708 0,00 331 -6,23
2026-02-05 13F Elyxium Wealth, LLC 6 1
2026-01-20 13F Savvy Advisors, Inc. 2.625 235
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.820 0,00 164 12,33
2026-02-13 13F Victory Capital Management Inc 6.188 2,30 553 -3,83
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 105 8,25 9 28,57
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0 -100,00
2026-02-04 13F Western Pacific Wealth Management, LP 350 0,00 31 -6,06
2026-02-10 13F Daiwa Securities Group Inc. 2.718 4,50 0
2026-02-13 13F Transamerica Financial Advisors, Inc. 22 2
2025-09-19 NP MERAX - Madison Mid Cap Fund Mid Cap Fund Class A 454.863 0,00 40.992 11,88
2026-01-15 13F Nisa Investment Advisors, Llc 9.023 0,00 806 -6,17
2026-01-30 13F American Capital Advisory, LLC 1 0
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.612 0,39 1.587 12,31
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 10.614 1,14 937 -8,85
2026-02-13 13F Kestra Advisory Services, LLC 1.003 90
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-02-17 13F Bamco Inc /ny/ 311.588 -65,38 27.850 -70,37
2025-11-14 13F Capula Management Ltd 0 -100,00 0
2026-01-07 13F Gilbert & Cook, Inc. 2.401 215
2026-02-09 13F Quest Partners LLC 9.337 -47,26 835 -50,50
2025-11-13 13F Glenmede Investment Management, LP 394 -1,25 38 0,00
2026-02-17 13F Creative Planning 44.078 6,98 3.940 0,41
2026-02-05 13F Allworth Financial LP 434 -4,41 39 -11,63
2026-02-13 13F SRS Capital Advisors, Inc. 228 20
2025-09-25 NP ILCB - iShares Morningstar Large-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 481 1,26 43 13,16
2025-09-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.585 13,91 1.044 27,47
2026-01-21 13F SJS Investment Consulting Inc. 4 100,00 0
2026-02-17 13F D. E. Shaw & Co., Inc. 65.762 -95,35 5.878 -96,02
2026-02-11 13F Allianz Asset Management GmbH 3.828 -1,62 342 -7,57
2026-02-17 13F Occudo Quantitative Strategies Lp 3.870 -61,97 346 -64,36
2026-02-13 13F Sculptor Capital LP 1.000.000 33,33 89.380 25,16
2026-02-13 13F Treasurer of the State of North Carolina 9.504 -6,82 1
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.146 -87,58 103 -86,12
2026-02-12 13F Beck Mack & Oliver Llc 5.109 0,00 457 -6,17
2026-02-12 13F Ci Investments Inc. 45.043 0,01 4.026 100.525,00
2025-09-26 NP FNILX - Fidelity ZERO Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.405 0,00 577 12,04
2026-01-27 13F GHP Investment Advisors, Inc. 147 0,00 13 0,00
2026-02-13 13F Morgan Stanley 190.949 0,47 17.067 -5,69
2026-01-14 13F Cooper Investors Pty Ltd 112.982 0,00 10.098 -6,13
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.088 -14,06 98 -2,97
2026-02-05 13F Center for Financial Planning, Inc. 10 0,00 1
2025-09-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 4.443 0,00 400 12,04
2026-01-26 13F Whittier Trust Co 120 0,00 11 -9,09
2026-02-06 13F Lountzis Asset Management, Llc 2.866 0,00 256 -5,88
2025-11-05 13F SOUTH STATE Corp 0 -100,00 0 -100,00
2026-02-11 13F Janney Montgomery Scott LLC 22.294 1,36 2 -50,00
2026-01-29 13F UMA Financial Services, Inc. 5 -28,57 0
2026-02-23 13F Mv Capital Management, Inc. 13 0,00 1 0,00
2026-02-13 13F Sterling Capital Management LLC 976 -0,31 87 -6,45
2026-01-12 13F Rialto Wealth Management, LLC 1 0,00 0
2026-02-13 13F Wells Fargo & Company/mn 109.219 37,08 9.762 28,67
2026-01-29 13F Dunhill Financial, LLC 1 0
2026-02-17 13F Tower Research Capital LLC (TRC) 285 -55,19 25 -58,33
2026-01-21 13F Finley Financial, LLC 451 0,00 40 -4,76
2026-02-17 13F Susquehanna International Group, Llp Call 0 -100,00 0
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 23 360,00 2
2026-02-13 13F Integrated Wealth Concepts LLC 0 -100,00 0
2026-02-02 13F Strs Ohio 544 0,18 49 -5,88
2026-02-11 13F Jpmorgan Chase & Co 17.747 -41,24 1.586 -44,85
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 59 -1,67 5 0,00
2026-02-05 13F HFM Investment Advisors, LLC 2 0,00 0
2026-01-06 13F Board of the Pension Protection Fund 16.200 24,62 1.448 16,98
2026-02-18 13F Wahed Invest LLC 597 -89,60 53 -91,15
2026-02-17 13F ArrowMark Colorado Holdings LLC 21.669 -46,29 1.937 -54,06
2026-02-27 13F Cross Staff Investments Inc 1.225 109
2026-02-10 13F Bank of New York Mellon Corp 47.500 1,84 4.246 -4,41
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 38 0,00 3 0,00
2025-10-21 13F Optimum Investment Advisors 25 0,00 2 0,00
2026-02-17 13F Symmetry Investments LP 50.890 -39,00 4.549 -47,81
2026-02-12 13F New York State Common Retirement Fund 11.092 0,00 991 -6,16
2026-02-13 13F Seneschal Advisors, LLC 1 0,00 0
Other Listings
GB:0JUJ 76,83 $
DE:LM0D 66,05 €
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