Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i UMB Financial Corporation, omfatter Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vaughan Nelson Investment Management, L.p., VANGUARD ASSET MANAGEMENT, Ltd, Jain Global LLC, Nicolet Bankshares Inc, Vanguard Global Advisers, LLC, Bullseye Asset Management LLC, Allstate Corp, Vanguard Investments Australia, Ltd., Fourthstone LLC, Entropy Technologies, LP, DnB Asset Management AS, Sumitomo Mitsui Trust Holdings, Inc., Flywheel Private Wealth LLC, Beacon Pointe Advisors, LLC, CTC Alternative Strategies, Ltd., Axiom Investment Management LLC, og Brant Point Investment Management Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Truist Financial Corp | 8.095 | 1,49 | 913 | -0,44 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 30.910 | 2,67 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.372 | 0,30 | 268 | -1,84 | ||||
| 2026-05-14 | 13F | Entropy Technologies, LP | 8.962 | 1.011 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 482.949 | 33,37 | 54.472 | 30,76 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.733 | 308 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.858 | 37,40 | 322 | 34,17 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 12.371 | 0,03 | 1.401 | -1,96 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 102 | 12 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.390 | 1,16 | 157 | -1,27 | ||||
| 2026-05-14 | 13F | Elizabeth Park Capital Advisors, Ltd. | 22.002 | 201,31 | 2.482 | 195,36 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3.577 | 403 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 3.808 | 0,24 | 430 | -1,83 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 656 | 75 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2.109 | 275 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 281.238 | 61.983,44 | 32 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4.356 | 2,52 | 491 | 0,61 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 150.220 | 0,27 | 16.943 | -1,69 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 231 | 26 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 19.158 | 0,36 | 2.161 | -1,59 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 36 | 4 | ||||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 61.254 | 15,35 | 6.909 | 13,08 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 17 | 2 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 5.224 | 2.473,40 | 655 | 2.415,38 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2.564 | 289 | ||||||
| 2026-05-15 | 13F | Jain Global LLC | 69.756 | 7.868 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 880.345 | 3,17 | 99.294 | 1,15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 61.547 | 2.092,63 | 6.942 | 2.055,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10.000 | 143,90 | 1.128 | 139,28 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 192.661 | 28,89 | 21.505 | 25,06 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 16.857 | 1.901 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 45.497 | 5.132 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 6.264 | 12,62 | 707 | 10,49 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 649.571 | 5,79 | 73.265 | 3,72 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 21.692 | 3,12 | 2.447 | 1,12 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.664 | 11,32 | 300 | 9,09 | ||||
| 2026-05-14 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3.650 | 52,08 | 412 | 48,91 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 9.344.467 | 2,50 | 1.053.962 | 0,50 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.006.918 | 23,34 | 113.571 | 20,93 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 920 | 4,31 | 104 | 1,98 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 20.700 | 4,55 | 2.335 | 2,50 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.096 | 20,80 | 349 | 18,71 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co 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 | 463.142 | 52.238 | ||||||
| 2026-05-14 | 13F | Bullseye Asset Management LLC | 25.000 | 3 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 59.066 | 6,86 | 6.662 | 4,78 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 23.458 | 1,27 | 2.646 | -0,71 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 17.890 | 0,13 | 2.018 | -1,85 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 19 | 171,43 | 2 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 210 | 25,00 | 24 | 21,05 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.251 | 2,06 | 479 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 64.595 | 16,86 | 7 | 16,67 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 23 | 3 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 121 | 55,13 | 14 | 62,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 54.014 | 338,57 | 6.092 | 330,23 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1 | 0 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.400 | 275,86 | 3.203 | 268,58 | ||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 4.862 | 548 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 20.784 | 62,74 | 2 | 100,00 | ||||
| 2026-04-24 | 13F | Whelan Financial | 5.008 | 0,02 | 565 | -2,08 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 19.526 | 2.202 | ||||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 4 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 20.136 | 2.271 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 10.999 | 0,04 | 1.241 | -1,90 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.376 | 79.100,00 | 268 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.096 | 6,39 | 349 | 4,49 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.471 | 113,21 | 392 | 109,09 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 2.909.932 | 1,93 | 328.200 | -0,07 | ||||
| 2026-05-15 | 13F | Amundi | 4.027 | 92,68 | 454 | 89,17 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 159.825 | 18.027 | ||||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 60.770 | 6.854 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 17.777 | 0,50 | 2.005 | -1,43 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 3.752 | 38,91 | 423 | 36,45 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 30.063 | 2.145,18 | 3.391 | 2.101,30 | ||||
| 2026-05-06 | 13F | California Public Employees Retirement System | 132.821 | 3,85 | 14.981 | 1,82 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.597 | 7,76 | 857 | 5,55 | ||||
| 2026-05-15 | 13F | Kemnay Advisory Services Inc. | 380 | 62,39 | 43 | 61,54 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 3.650 | 412 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 7.272 | 1,75 | 820 | -0,24 | ||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 55.790 | 168,35 | 6 | 200,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.137 | 0,13 | 354 | -4,59 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 987 | 0,92 | 111 | -0,89 | ||||
| 2026-05-15 | 13F | Man Group plc | 6.189 | 7,26 | 698 | 5,28 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 650 | 0,31 | 73 | -1,35 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 170.674 | 6,02 | 19.250 | 3,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 285.310 | 3,52 | 32.180 | 1,50 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 77.151 | 128,42 | 8.702 | 123,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 41.965 | 681,18 | 4.588 | 642,39 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 65.640 | 7.404 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 149 | 7,19 | 17 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 12.280 | 7,53 | 1.385 | 5,48 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.217 | 1,25 | 140 | -1,41 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 3.000 | 338 | ||||||
| 2026-05-13 | 13F | Systematic Financial Management Lp | 346.445 | 0,18 | 39.076 | -1,78 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 14.434 | 4,04 | 1.628 | 162.700,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 9.300 | 1.049 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 872 | 70,98 | 98 | 68,97 | ||||
| 2026-05-12 | 13F | Winton Capital Group Ltd | 2.115 | 239 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 12 | 100,00 | 1 | |||||
| 2026-05-14 | 13F | Brant Point Investment Management Llc | Call | 200 | 2.256 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 2.927 | 58,73 | 330 | 55,66 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 3.739 | 422 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 45 | 5 | ||||||
| 2026-02-10 | 13F | Norges Bank | 746.569 | 85.885 | ||||||
| 2026-05-15 | 13F | FJ Capital Management LLC | 43.740 | 64,75 | 4.933 | 61,53 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 2.057 | 53,62 | 232 | 50,65 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13.355 | 290,15 | 1.506 | 282,95 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 37.721 | 4.255 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 12 | 1 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 104.223 | 77,15 | 12 | 83,33 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 11.005 | 1.241 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.998 | 8,23 | 225 | 6,13 | ||||
| 2026-05-15 | 13F | PMC FIG Opportunities LLC | 7.302 | 824 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 250 | 28 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 899.400 | 11,97 | 101.443 | 9,78 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 17.141 | 1,78 | 1.933 | -0,21 | ||||
| 2026-05-15 | 13F | Bayview Asset Management, Llc | 20.968 | 109,68 | 2.365 | 105,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.900 | 22,33 | 665 | 20,91 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 2.393 | 1,06 | 270 | -1,10 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 3.567 | 0 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 78 | 4,00 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.342 | 264 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8.337 | 10,41 | 944 | 6,79 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.134 | 390,91 | 128 | 388,46 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3.101.293 | 349.795 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 87.536 | 2,16 | 9.873 | 0,16 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 2.695 | 304 | ||||||
| 2026-05-13 | 13F | Neumeier Poma Investment Counsel Llc | 403.907 | 19,96 | 45.557 | 17,61 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 353 | 88,77 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.679 | 47,85 | 302 | 45,19 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 11 | 57,14 | 1 | |||||
| 2026-05-01 | 13F | Avion Wealth | 26 | 333,33 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 10.159 | 0,34 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Yorktown Management & Research Co Inc | 2.100 | -54,35 | 237 | -5,98 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 14 | 1.300,00 | 2 | |||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 4.909 | 41,06 | 554 | 38,25 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 896.104 | 11,12 | 101.072 | 8,95 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 4.136.220 | 466.524 | ||||||
| 2026-05-13 | 13F | Gator Capital Management, LLC | 145.380 | 6,79 | 16.397 | 4,71 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.482 | 167 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 1.947.446 | 2,07 | 219.688 | 0,07 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.646 | 750 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 55 | 511,11 | 6 | 500,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 227.782 | 1,46 | 25.692 | -0,53 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 2.400 | 271 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 30.007 | 5.109,55 | 3.384 | 5.027,27 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 28.082 | 6,87 | 3.167 | 4,76 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 24.929 | 2.812 | ||||||
| 2026-05-15 | 13F | FIL Ltd | 76.177 | 69,28 | 8.592 | 66,00 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 24.554 | 2.769 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 6.236 | 201,69 | 1 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2.872 | 324 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.441 | 4,95 | 163 | 3,18 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 70.394 | 7.940 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 365 | 23,31 | 41 | 20,59 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 186.932 | 1,31 | 21.084 | -0,67 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 266.732 | 176,05 | 30.085 | 170,66 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.566 | 7,14 | 289 | 5,09 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 20.087 | 2.266 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 48.740 | 4,27 | 5.497 | 2,23 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 12.099 | 99,32 | 1.365 | 95,42 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.010 | 0,40 | 228 | -1,73 | ||||
| 2026-05-13 | 13F | Martingale Asset Management L P | 6.506 | 734 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 10.263 | 6,42 | 1.295 | 16,68 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 607.314 | 24,94 | 68 | 23,64 | ||||
| 2026-05-11 | 13F | Global Alpha Capital Management Ltd. | 658.982 | 4,23 | 74.327 | 2,19 | ||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 6.409 | 705 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.318 | 2,64 | 600 | 0,50 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 48 | 5 | ||||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 294.880 | 33.260 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151.351 | 28,71 | 17.071 | 26,19 | ||||
| 2026-05-15 | 13F | Quarry LP | 50 | 6 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.298 | 146 | ||||||
| 2026-05-14 | 13F | TFO USA Ltd | 42.622 | 76,69 | 4.807 | 73,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 862 | 102,82 | 97 | 102,08 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 966.744 | 0,62 | 109.039 | -1,35 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 10.410 | 5,05 | 1.198 | 2,13 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 262 | 30 | ||||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 34.101 | 0,94 | 3.846 | -1,03 | ||||
| 2026-05-12 | 13F | Persistent Asset Partners Ltd | 2.879 | 325 | ||||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 14.616 | 2,81 | 1.649 | 0,80 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 158 | 1,28 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Interval Partners, LP | 15.046 | 1.697 | ||||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 33.763 | 3.808 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8.379 | 0,01 | 945 | -1,87 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 405 | 419,23 | 47 | 411,11 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 2.462 | 1,28 | 278 | -0,72 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 5.085 | 26,52 | 575 | 23,92 | ||||
| 2026-02-13 | 13F | Barclays Plc | 184.957 | 7,04 | 21.277 | 4,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 82 | 12,33 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 55.956 | 6.311 | ||||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 1.780 | 201 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 135 | 3,85 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 4.490 | 506 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.156 | 0,75 | 243 | -1,22 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2.299 | 16,46 | 259 | 14,10 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 55 | 120,00 | 6 | 200,00 | ||||
| 2026-05-14 | 13F | Prudential Plc | 37.411 | 4.220 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 695.276 | 7,01 | 78.420 | 4,92 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 3.828 | 432 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.841 | 36,78 | 208 | 34,42 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 21 | 2 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21.026 | 7,24 | 2.372 | 5,14 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 87.178 | 22,47 | 9.833 | 20,08 | ||||
| 2026-05-11 | 13F | Allstate Corp | 24.387 | 2.751 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.814 | 24,40 | 430 | 22,16 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.908 | 3,41 | 450 | |||||
| 2026-04-16 | 13F | Friday Financial | 25.912 | 0,05 | 2.923 | -1,91 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 1.389 | 27,20 | 157 | |||||
| 2026-05-07 | 13F | KBC Group NV | 2.555 | 14,37 | 0 | |||||
| 2026-05-15 | 13F | Fourthstone LLC | 10.500 | 1.184 | ||||||
| 2026-05-12 | 13F | Creative Planning | 105.549 | 25,69 | 11.905 | 23,23 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 10.218 | 8,84 | 1.152 | 6,77 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 10.278 | 16,39 | 1.159 | 14,19 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 31.308 | 2,34 | 3.531 | 0,34 | ||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 50.160 | 5.658 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 76.213 | 259,48 | 8.596 | 252,58 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 2.260 | 3.666,67 | 255 | 4.133,33 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 42 | 90,91 | 5 | 100,00 | ||||
| 2026-05-21 | 13F | CTC Alternative Strategies, Ltd. | 2.300 | 259 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 17 | 2 | ||||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 2.707.124 | 4,49 | 305.337 | 2,45 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 5.263 | 2,49 | 594 | 0,51 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 29.142 | 1.500,33 | 3.234 | 1.446,89 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 396 | 4,49 | 45 | 2,33 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 277.054 | 17,57 | 31 | 14,81 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 28.168 | 17,76 | 3.177 | 15,49 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 15.996 | 0,14 | 1.804 | -1,80 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 33.925 | 9,39 | 3.824 | 7,12 | ||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 41.283 | 1,69 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 7 | 1 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 2 | 0 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2.916 | 46,83 | 329 | 43,86 | ||||
| 2026-05-15 | 13F | Holocene Advisors, LP | 46.010 | 49,26 | 5.189 | 46,33 | ||||
| 2026-05-15 | 13F | Karl Kapital LLC | 62.314 | 20,46 | 7.028 | 18,12 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 116.376 | 594,70 | 13.126 | 581,16 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.278 | 37,86 | 144 | 35,85 |
