Statistici de bază
| Proprietari instituționali | 291 total, 286 long only, 0 short only, 5 long/short - change of 2,45% MRQ |
| Alocarea medie a portofoliului | 0.0687 % - change of 21,12% MRQ |
| Acțiuni instituționale (lung) | 5.756.145 (ex 13D/G) - change of 0,10MM shares 1,80% MRQ |
| Valoare instituțională (lungă) | $ 416.201 USD ($1000) |
Proprietatea instituțională și acționarii
Global X Funds - Global X Lithium & Battery Tech ETF (GB:0IYG) are 291 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 5,756,145 acțiuni. Cei mai mari acționari includ LPL Financial LLC, Steward Partners Investment Advisory, Llc, Bank Of America Corp /de/, Morgan Stanley, Bank Of Montreal /can/, Bnp Paribas Arbitrage, Sa, Whitcomb & Hess, Inc., BW Gestao de Investimentos Ltda., Susquehanna International Group, Llp, and UBS Group AG .
Global X Funds - Global X Lithium & Battery Tech ETF (LSE:0IYG) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
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Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 159 | 0,00 | 10 | 11,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.342 | 0,00 | 100 | 13,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.212 | 239 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 99.015 | -3,09 | 7.362 | 11,19 | ||||
| 2026-04-06 | 13F | CX Institutional | 36.073 | 469,60 | 3 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2.919 | 217 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 288 | 0,35 | 21 | 16,67 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 350 | 0,00 | 26 | 18,18 | ||||
| 2026-02-13 | 13F | Barclays Plc | 6.782 | -75,93 | 440 | -72,58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0,00 | 37 | 12,50 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 31.000 | 0,00 | 2.305 | 14,63 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 418 | 0,00 | 27 | 17,39 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 315 | 23 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3.200 | 238 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.745 | 47,40 | 988 | 63,58 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 222 | -21,55 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 57 | 0,00 | 4 | 33,33 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 451 | 38,34 | 29 | 81,25 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 7.000 | -26,32 | 520 | -15,58 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0,00 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 75 | 6 | ||||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.000 | 223 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 188 | 69,37 | 14 | 85,71 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 130 | 0,00 | 10 | 12,50 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4.449 | 0,00 | 331 | 14,58 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.231 | 26,13 | 92 | 44,44 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2.972 | 221 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Groupe la Francaise | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 0,35 | 21 | 16,67 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 170 | 11 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 527 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 705 | 0,00 | 52 | 15,56 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3.056 | 227 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 125 | 0,00 | 9 | 12,50 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7.524 | 49,20 | 559 | 70,95 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 19.410 | -21,89 | 1.443 | -10,43 | ||||
| 2026-05-04 | 13F | Canal Insurance CO | 30.000 | 0,00 | 2 | 100,00 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 700 | 0,00 | 52 | 13,04 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 7.090 | 527 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.118 | -14,33 | 83 | -1,19 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 633 | 0,16 | 47 | 14,63 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 31.353 | -11,38 | 2.331 | 1,61 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 159 | -52,25 | 12 | -47,62 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 155 | 0,00 | 12 | 10,00 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 11.886 | -60,17 | 884 | -54,37 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0,00 | 22 | 15,79 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 580 | 0,00 | 43 | 16,22 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | VVR Holdings LLC | 6.527 | 19,08 | 485 | 36,62 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2.750 | 204 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 4.023 | 299 | ||||||
| 2026-05-14 | 13F | Peak6 Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18.359 | 6,84 | 1.365 | 22,53 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 132 | 0,00 | 10 | 12,50 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 280 | -26,70 | 21 | -23,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 14.000 | -24,73 | 1.041 | -13,76 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 15.600 | 1.160 | |||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 4.289 | 0,00 | 319 | 14,39 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 455 | 46,77 | 34 | 65,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 593 | 10,84 | 44 | 29,41 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 500 | -23,08 | 37 | -11,90 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.667 | 5,42 | 303 | 20,32 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 4.675 | 24,67 | 348 | 42,80 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.681 | 76,74 | 769 | 79,67 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 245 | 18 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.258 | -41,20 | 390 | -37,30 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.470 | 73,35 | 95 | 97,92 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 1.250 | 0,00 | 93 | 13,58 | ||||
| 2026-04-20 | 13F | City State Bank | 120 | 0,00 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 | 0 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 391 | 0,00 | 29 | 16,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 10.230 | -19,00 | 761 | -7,20 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 406 | 26 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 5.954 | -20,36 | 443 | -8,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 5.800 | 262,50 | 431 | 318,45 | |||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.904 | 19,21 | 290 | 36,79 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 514 | 0,00 | 38 | 15,15 | ||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 134 | -3,60 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22.284 | 1.313,96 | 1.657 | 1.523,53 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.383 | 0,18 | 252 | 14,61 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.114 | -3,44 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.742 | -1,62 | 353 | 12,82 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 208 | 0,48 | 15 | 15,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.639 | 122 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 1.623 | 77,96 | 121 | 103,39 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 5.574 | 414 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.389 | 7,36 | 326 | |||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2.020 | 0 | ||||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 24.581 | -0,08 | 1.828 | 14,55 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 223 | 0,00 | 17 | 14,29 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 42.395 | 35,02 | 3.152 | 54,81 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 76 | 0,00 | 6 | 25,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4.900 | 364 | |||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 3.109 | 0 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 246.142 | -7,36 | 18.301 | 6,20 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 6.900 | 513 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 734 | 7,31 | 55 | 22,73 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7.283 | -0,98 | 541 | 13,42 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | -99,65 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 10.000 | 0,00 | 744 | 14,66 | |||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.626 | 418 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 16.800 | -0,59 | 1.249 | 13,96 | |||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 53 | 0,00 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 5.000 | 733,33 | 372 | 876,32 | |||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 220 | 0,00 | 16 | 14,29 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.283 | 12,74 | 467 | 29,36 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 6.254 | -0,16 | 580 | 8,43 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 15 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 3.700 | 0,00 | 275 | 15,06 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.050 | -29,53 | 78 | -18,75 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 767 | 0,00 | 57 | 16,33 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 2.000 | -16,67 | 149 | -4,52 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12.684 | 5,75 | 943 | 21,36 | ||||
| 2026-05-12 | 13F | Longbow Finance SA | 80.000 | 0,00 | 5.819 | 11,82 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 209.422 | -2,37 | 15.571 | 11,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.427 | 255 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 229 | 0,44 | 17 | 21,43 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 609 | -78,46 | 45 | -75,41 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 3.201 | 238 | ||||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 98.740 | 27,05 | 7.341 | 45,65 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6.809 | -1,10 | 506 | 13,45 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 1.446 | 0,00 | 108 | 15,05 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2.860 | 213 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5.183 | 7,09 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 3.399 | 9,86 | 253 | 26,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 109 | 0,00 | 8 | 14,29 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 75 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 58.678 | 0,34 | 4.363 | 15,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 16.100 | -72,29 | 1.197 | -68,23 | |||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 851 | 63 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25.488 | -40,94 | 1.896 | -32,29 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 250 | 455,56 | 4 | 33,33 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 11 | 0,00 | 1 | |||||
| 2026-05-29 | 13F | Keel Point, LLC | 3.421 | 0,00 | 254 | 14,93 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 55.841 | 4.152 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16.266 | -1,93 | 1.209 | 12,47 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 428 | 0,00 | 32 | 14,81 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 447 | 0,00 | 33 | 13,79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 75.805 | 29,34 | 5.636 | 48,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 109.600 | 79,67 | 8.149 | 105,97 | |||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 800 | 0,00 | 59 | 15,69 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 17.228 | -0,49 | 1.281 | 14,08 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 49.354 | -10,81 | 3.669 | 2,23 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 7.680 | -1,09 | 571 | 13,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 114.403 | -61,44 | 8.506 | -55,80 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7.116 | 20,39 | 529 | 38,85 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 202 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 130 | 0,00 | 10 | 12,50 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 71.800 | -21,87 | 5.338 | -10,44 | ||||
| 2026-02-06 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0,00 | 52 | 33,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 55.987 | -12,74 | 4.060 | -2,45 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 3.779 | -13,70 | 281 | -1,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.241.605 | 0,20 | 92.313 | 14,86 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 68 | 5 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3.186 | -1,30 | 237 | 12,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 102.424 | 7,87 | 7.615 | 23,66 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 6.450 | 0,00 | 480 | 14,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 108.824 | 2,22 | 8.092 | 17,21 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.533 | 411 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 5.320 | 0,38 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18.018 | -12,09 | 1.340 | 0,75 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 172.000 | 12.788 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 39.992 | 13,09 | 2.973 | 29,66 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2.142 | -6,54 | 159 | 7,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 876 | 0,00 | 65 | 16,07 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 545 | -36,18 | 40 | -27,27 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 3.155 | 0,00 | 235 | 14,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.242 | 0,00 | 92 | 15,00 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 6.982 | 519 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.139 | 0,52 | 457 | 15,15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3.219 | -9,83 | 239 | 3,46 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 200 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Amundi | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 1.015 | 0,00 | 75 | 15,38 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 20.239 | 474,48 | 1.505 | 559,65 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 35 | 3 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 17 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 255 | -2,67 | 19 | 12,50 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 4.637 | 0,00 | 345 | 14,67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 442 | -4,95 | 0 | |||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.938 | -5,76 | 442 | 8,09 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 133 | 1,53 | 10 | 12,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 169.478 | -9,72 | 12.601 | 3,49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 59.400 | -28,00 | 4.416 | -17,46 | |||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.676 | -62,70 | 597 | -48,53 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 55.200 | 120,80 | 4.104 | 153,18 | |||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 4.985 | -0,80 | 399 | 22,46 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 18.176 | -38,53 | 1.351 | -29,53 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 850 | 0,00 | 48 | 50,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17.063 | 0,61 | 1.269 | 15,38 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 70 | 0,00 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 315.782 | 8,51 | 23.478 | 24,38 | ||||
| 2026-02-17 | 13F | J. Goldman & Co LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 4.400 | 327 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 9 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 291 | 0,00 | 22 | 16,67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.133 | -23,80 | 382 | -12,61 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 33.606 | 2.499 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 63 | 0,00 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 227 | -11,33 | 17 | 0,00 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 157 | 0,00 | 12 | 10,00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.309 | 0,21 | 246 | 14,95 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 555 | 0,00 | 41 | 13,89 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 379 | 28 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 700 | 1.300,00 | 52 | 1.633,33 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 2.938 | -48,47 | 218 | -41,08 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 374 | -26,67 | 28 | -18,18 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Q3 Asset Management | 21.983 | 2 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 986 | -45,79 | 73 | -37,61 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4.391 | 103,66 | 326 | 134,53 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 304 | 575,56 | 23 | 1.000,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57 | 0,00 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 160 | -38,46 | 12 | -31,25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32.960 | 1,52 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 787 | 0,00 | 59 | 13,73 | ||||
| 2026-05-13 | 13F | Marex Group plc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | 12,50 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.664 | -6,06 | 198 | 8,20 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2.000 | 0,00 | 149 | 14,73 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 112 | 8 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.192 | -0,34 | 906 | 14,25 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 0,00 | 7 | 16,67 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 985 | 58,87 | 64 | 80,00 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0,00 | 30 | 15,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 46 | 3 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 214 | 16 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19 | -70,77 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 353.053 | 4,65 | 26.249 | 19,96 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.203 | 2,79 | 387 | 17,68 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 23.511 | 257,85 | 2.075 | 351,85 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.222 | 84,31 | 91 | 109,30 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 63.668 | 4,79 | 4.734 | 20,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.659 | 569 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 3.937 | 0,10 | 293 | 14,51 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 989 | -3,23 | 64 | 10,34 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 12.306 | -51,48 | 915 | -44,44 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 3.425 | 0,00 | 256 | 4,92 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.967 | -21,26 | 221 | -9,84 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 5.377 | -1,54 | 400 | 12,39 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 188 | 0,53 | 14 | 8,33 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9.092 | 35,74 | 591 | 55,53 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 11.954 | -72,92 | 1.054 | -66,14 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 15 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 423 | 0,24 | 31 | 14,81 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 188 | -63,85 | 14 | -60,61 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 21 | 2 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3.459 | -9,76 | 257 | 3,63 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5.930 | -1,76 | 441 | 12,53 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.554 | -0,45 | 785 | 14,12 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 400 | 0,00 | 30 | 16,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 7.875 | -0,67 | 585 | 13,81 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2.671 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 58.433 | -5,43 | 4.345 | 8,41 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 333 | 0,00 | 25 | 14,29 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 37.105 | -3,52 | 2.759 | 10,59 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 200 | 0,00 | 15 | 16,67 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 500 | 0,00 | 37 | 15,63 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1.700 | 0,00 | 126 | 14,55 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 31.612 | -0,63 | 2.350 | 13,91 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.720 | 8,71 | 277 | 24,89 | ||||
| 2026-05-05 | 13F | UBS Group AG | 163.232 | 38,22 | 12.136 | 58,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11.953 | 2,99 | 1 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6.352 | 22,20 | 472 | 40,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4.286 | -36,54 | 319 | -17,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.565 | -9,43 | 1.306 | 3,82 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 75 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 22.626 | 37,32 | 1.682 | 57,49 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 179.496 | -0,78 | 13.346 | 4,62 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 340.424 | 36,78 | 25.310 | 56,80 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 2.738 | 204 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 78 | -41,35 | 6 | -37,50 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 300 | 0,00 | 22 | 15,79 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.002 | -23,45 | 74 | -11,90 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 2.892 | 0,07 | 215 | 14,44 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.057 | -17,36 | 69 | -5,56 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.103 | 0,00 | 82 | 15,49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 46 | 0,00 | 3 | 50,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 33.336 | 2.479 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 12.942 | 0,23 | 962 | 14,93 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 60 | 0,00 | 4 | 33,33 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 20.027 | 306,31 | 1.489 | 366,77 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 8.098 | 152,51 | 602 | 189,42 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.787 | 207 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.323 | 4,01 | 98 | 19,51 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 14 | 1 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 100 | 7 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 9.822 | 730 | ||||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 100 | 0,00 | 7 | 16,67 |
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