Basisstatistiken
| Institutionelle Eigentümer | 257 total, 257 long only, 0 short only, 0 long/short - change of -1,15% MRQ |
| Durchschnittliche Portfolioallokation | 0.1001 % - change of -51,33% MRQ |
| Institutionelle Aktien (Long) | 7.469.760 (ex 13D/G) - change of -1,18MM shares -13,62% MRQ |
| Institutioneller Wert (Long) | $ 616.402 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares U.S. Consumer Discretionary ETF (CL:IYCCL) hat 257 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 7,469,760 Aktien. Die größten Aktionäre sind Harel Insurance Investments & Financial Services Ltd., Green Harvest Asset Management LLC, Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, Wells Fargo & Company/mn, Raymond James Financial Inc, LPL Financial LLC, Royal Bank Of Canada, and Goldman Sachs Group Inc .
iShares Trust - iShares U.S. Consumer Discretionary ETF (SNSE:IYCCL) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 49.747 | -0,37 | 4.821 | -6,37 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 2.271 | 0,00 | 220 | -5,98 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 68 | 0,00 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 695 | -1,70 | 67 | -6,94 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 957.813 | -1,79 | 92.831 | -7,70 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 537 | 56 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 760 | 0,00 | 74 | -6,41 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.524 | 0,16 | 245 | -5,79 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 7.693 | -2,04 | 746 | -9,37 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 3.269 | 0,00 | 317 | -6,23 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 136 | 0,00 | 13 | -7,14 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.236 | -33,79 | 217 | -37,93 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.518 | 31,03 | 438 | 23,10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31.620 | 2,10 | 2.983 | -6,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.615 | 1,09 | 1.223 | -4,98 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4.909 | 0,00 | 476 | -6,13 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.440 | 0,00 | 430 | -5,91 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 47.516 | -1,59 | 4.606 | -7,49 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.611 | -8,67 | 253 | -13,95 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 7.924 | 0,00 | 768 | -6,12 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 3.512 | 0,00 | 340 | -6,08 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 14.343 | 0,00 | 1.390 | -6,02 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 31.174 | -26,68 | 3.021 | -31,09 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4.932 | 0,00 | 478 | -5,91 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.851 | -4,71 | 276 | -10,39 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.671 | 259 | ||||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 10.385 | -27,40 | 1.007 | -31,80 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.121 | 206 | ||||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 255 | 0,00 | 25 | -7,69 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 8.494 | 0,13 | 823 | -5,84 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 1.000 | 0,00 | 97 | -6,80 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 409 | 16,19 | 40 | 8,33 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4.854 | 0,00 | 470 | -6,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.725 | 0,44 | 281 | -1,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.786 | -12,12 | 464 | -17,47 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 11.248 | -1,22 | 1.090 | -7,16 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 17.950 | -3,44 | 1.734 | -9,55 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 100 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 24.089 | 81,12 | 2.335 | 70,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60.048 | 27,31 | 5.820 | 19,63 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 149 | 0,00 | 14 | -6,67 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.960 | -51,49 | 675 | -54,43 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.058.741 | 12,73 | 103 | 6,25 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3.680 | -5,35 | 357 | -11,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 12.630 | -3,03 | 1.224 | -8,86 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 2.896 | 0,00 | 281 | -6,04 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.353 | 228 | ||||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.257 | 0,00 | 219 | -6,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 15.329 | -90,70 | 1.486 | -91,27 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.803 | 175 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 776.626 | -12,28 | 75.271 | -17,56 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 18.041 | 180,58 | 1.749 | 163,65 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10.438 | -36,09 | 1.012 | -39,96 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.139 | -11,70 | 304 | -18,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 193.841 | -29,23 | 18.787 | -33,49 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 40 | 0,00 | 4 | -25,00 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3.531 | -93,21 | 342 | -93,63 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.936 | 0,00 | 200 | -1,49 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.526 | 0,00 | 245 | -6,15 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.248 | -4,20 | 1 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 2.619 | 0,00 | 254 | -6,30 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 18.694 | -0,13 | 1.812 | -6,17 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.324 | 0,00 | 128 | -5,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14.844 | -3,15 | 1.439 | -8,99 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.238 | 702 | ||||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5.483 | 1,41 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 34.125 | 1.152,29 | 3.307 | 1.081,07 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 350 | 0,00 | 34 | -5,56 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.400 | 0,00 | 233 | -6,07 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 30.641 | 13,91 | 2.970 | 7,03 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 11.000 | 0,00 | 1.066 | -6,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12.523 | -56,14 | 1.214 | -58,80 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 13.928 | 0,00 | 1.350 | -6,06 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 400 | 0,00 | 39 | -7,32 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 13 | 0 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 10.702 | 6.991 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 499 | 0,20 | 48 | -5,88 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 6.000 | -0,02 | 582 | -5,99 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.330 | 233 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 5.285 | 0,00 | 512 | -6,06 | ||||
| 2026-01-09 | 13F | Spence Asset Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 33.807 | 7,19 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 3.870 | -17,73 | 375 | -22,68 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 200 | 0,00 | 19 | -5,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.124 | 0,00 | 219 | 0,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.385 | 0,01 | 1.006 | -5,98 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.617 | 0,00 | 352 | -5,65 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.416 | 26,38 | 331 | 19,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 27.192 | 29,97 | 2.562 | 18,78 | ||||
| 2026-02-09 | 13F | Allstate Corp | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.977 | 0,08 | 385 | -5,87 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.062 | -16,19 | 3.107 | -21,24 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2.105 | 0,00 | 204 | -5,99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 118.380 | 6,07 | 11.473 | -0,32 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 7.551 | 0,00 | 732 | -6,04 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.522 | 12,49 | 244 | 5,63 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.334 | -36,54 | 323 | -40,30 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.194 | -1,85 | 406 | -7,73 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.516 | 11,67 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.660 | 0,00 | 161 | -6,43 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 10.904 | -11,57 | 965 | -24,14 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 9.692 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KKM Financial LLC | 10.534 | 0,00 | 1.086 | 0,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.434 | -1,38 | 140 | -9,74 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 260 | 0,00 | 25 | -3,85 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 661 | 0,00 | 64 | -5,88 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.333 | 1,98 | 420 | -4,34 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17.151 | -90,57 | 1.662 | -91,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 300 | 0,00 | 31 | -3,23 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 2.660 | -1,85 | 258 | -7,89 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.165 | 0,00 | 210 | -6,28 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.546 | 1 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 348 | 0,00 | 34 | -5,71 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7.281 | -1,89 | 706 | -7,84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 996 | 12,80 | 97 | 5,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.733 | 7,56 | 265 | 0,76 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 11.026 | -0,77 | 1.069 | -6,72 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.700 | -21,97 | 262 | -26,69 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 5.584 | 0,00 | 541 | -5,91 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.637 | -4,21 | 352 | -9,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 194.397 | 3,73 | 18.841 | -2,51 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 291 | 0,00 | 28 | -6,67 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 4.000 | 0,00 | 388 | -6,07 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.097 | 203 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 400 | 0,00 | 39 | -7,32 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.491 | -76,22 | 435 | -77,67 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.121 | 0,09 | 206 | -5,96 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 155 | 0,00 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 135 | 0,00 | 13 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 53.606 | -87,08 | 5.195 | -87,86 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.982 | 0,10 | 386 | -6,10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.260 | 413 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 5.064 | -0,08 | 491 | -6,13 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15.106 | 38,03 | 1.464 | 29,79 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.061 | -0,17 | 878 | -6,20 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 5.500 | 0,00 | 533 | -6,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3.001 | 0,00 | 311 | -1,89 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 3.436 | -0,66 | 333 | -6,46 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7.523 | 29,71 | 732 | 22,24 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 560 | -3,45 | 54 | -8,47 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 143 | 0,00 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.475 | -96,60 | 434 | -96,81 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2.561 | -11,75 | 248 | -18,42 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.341 | -8,95 | 227 | -14,72 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 10.461 | -6,70 | 1.014 | -12,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18.288 | 1.772 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 41,79 | 9 | 50,00 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 1.108 | -4,89 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3.584 | 0,00 | 347 | -5,96 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7.527 | 730 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 11.752 | 0,12 | 1.139 | -5,87 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.398 | 329 | ||||||
| 2026-05-14 | 13F | Tudor Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 53.486 | -65,30 | 5.184 | -67,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41.243 | 6,98 | 3.997 | 0,55 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 212.084 | -1,95 | 20.555 | -7,85 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 59 | -6,35 | 6 | -16,67 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 45.907 | 2,30 | 4.449 | -3,85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 6.810 | -2,63 | 660 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 10.000 | 969 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 88 | 0,00 | 9 | -11,11 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 866 | -94,00 | 84 | -94,43 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2.128 | 0,00 | 206 | -5,94 | ||||
| 2026-05-15 | 13F | Zurich Insurance Group Ltd/FI | 58.900 | 0,00 | 5.709 | -6,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.384 | 134,52 | 813 | 120,65 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.560 | 177,50 | 636 | 161,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4.840 | 2,02 | 469 | -4,09 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 6.544 | 634 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 6.188 | 3,56 | 600 | -2,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 293.605 | -19,89 | 28.456 | -24,72 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.716 | -24,23 | 2.686 | -28,79 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 40.819 | 18,01 | 4.210 | 16,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164 | 16 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.695 | -3,45 | 1.000 | -3,48 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.400 | 0,00 | 233 | -6,07 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.515 | -9,53 | 535 | -14,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.125 | 0,05 | 206 | -6,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 507.637 | -7,94 | 49.200 | -13,48 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37.902 | -38,35 | 3.909 | 65.033,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4.995 | -14,73 | 484 | -19,87 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.511 | 243 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.312 | 0,05 | 418 | -6,08 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 66.345 | 19,31 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 110 | 0,00 | 11 | -9,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 605 | -87,45 | 59 | -88,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10.494 | -0,14 | 1.017 | -6,09 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.975 | 0,00 | 385 | -5,87 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 526 | 20,64 | 51 | 13,64 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 2.911 | -0,03 | 0 | |||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9.758 | 1,55 | 1.015 | 0,80 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 864 | 0,00 | 84 | -6,74 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.284 | 0,03 | 344 | 1,47 | ||||
| 2026-05-07 | 13F | KBC Group NV | 700 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 70 | 6 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.340 | 0,14 | 614 | -5,83 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 5 | -99,99 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 2.918 | 0,00 | 283 | -6,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 21.354 | 78,66 | 2.070 | 67,94 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17.125 | 72,54 | 1.660 | 62,17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.038 | 6,87 | 876 | 0,34 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3.515 | -2,47 | 341 | -8,36 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2.910 | 20,35 | 282 | 13,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.557 | 3,44 | 732 | -2,79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 554 | 250,63 | 54 | 231,25 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 200 | 19 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 655 | 0,00 | 63 | -5,97 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.269 | 0,12 | 317 | -5,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 824 | 271,17 | 80 | 259,09 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 34.894 | -9,93 | 3.382 | -15,37 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 70 | 0,00 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 340 | 70,00 | 33 | 60,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14.964 | 2,98 | 1.450 | -3,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.146 | 19,38 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.520 | 0,00 | 539 | -6,91 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.706 | 262 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.498 | -74,68 | 436 | -76,26 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 19.859 | -4,63 | 1.925 | -10,39 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 10.492 | -1,92 | 1.017 | -7,89 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.339 | 5,50 | 324 | -0,92 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 9.085 | 0,00 | 922 | -1,50 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 21.854 | -17,00 | 2.118 | -21,99 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 6.596 | 0,00 | 639 | -6,03 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 70 | 0,00 | 7 | -14,29 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.831 | 0,07 | 274 | -5,84 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 81 | 0,00 | 8 | -12,50 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.321 | 0,00 | 225 | -6,28 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3.398 | 329 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 944.444 | -1,74 | 91.536 | -7,65 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 2.769 | -86,28 | 1.900 | 268,93 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 55.818 | -2,28 | 5.410 | -8,17 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 2.235 | 0,00 | 217 | -6,09 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 150 | 0,00 | 15 | -6,67 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 928 | 0,00 | 96 | -2,06 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 190 | 0,00 | 18 | -5,26 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 28 | 3 | ||||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 6.263 | 0,00 | 607 | -5,89 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 7.555 | -1,65 | 732 | -7,58 | ||||
| 2026-05-11 | 13F | Eubel Brady & Suttman Asset Management Inc | 4.000 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 50 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.744 | 67,51 | 848 | 57,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 266 | 0,00 | 26 | -7,41 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 300 | 29 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.257 | 122 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.334 | 12,70 | 4.200 | 5,90 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.213 | 0,14 | 214 | -5,73 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56.270 | 69,69 | 5.454 | 59,49 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 7.535 | -0,05 | 777 | -1,65 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 19.986 | -1,59 | 1.937 | -7,50 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.991 | -7,54 | 290 | -13,21 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.096 | 0,00 | 106 | -6,19 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 4.087 | 0,00 | 396 | -5,94 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.330 | -7,19 | 1.001 | -12,73 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 8.370 | 0,00 | 811 | -6,03 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.357 | 95,94 | 519 | 84,70 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 42.803 | -17,96 | 4.148 | -22,90 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 52 | 5 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4.596 | -13,93 | 445 | -19,09 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 829 | -6,22 | 80 | -12,09 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 1.160 | 0,00 | 112 | -5,88 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 764 | -39,03 | 74 | -42,64 |
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