Basisstatistiken
| Institutionelle Eigentümer | 163 total, 161 long only, 1 short only, 1 long/short - change of -3,80% MRQ |
| Durchschnittliche Portfolioallokation | 0.2257 % - change of -34,45% MRQ |
| Institutionelle Aktien (Long) | 8.623.466 (ex 13D/G) - change of 0,45MM shares 3,88% MRQ |
| Institutioneller Wert (Long) | $ 449.466 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
POSCO Holdings Inc. - Depositary Receipt (Common Stock) (MX:PKX N) hat 163 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 8,623,466 Aktien. Die größten Aktionäre sind BlackRock, Inc., Dimensional Fund Advisors Lp, Morgan Stanley, State Street Corp, American Century Companies Inc, Northern Trust Corp, Vanguard Group Inc, Bnp Paribas Arbitrage, Sa, Connor, Clark & Lunn Investment Management Ltd., and Creative Planning .
POSCO Holdings Inc. - Depositary Receipt (Common Stock) (BMV:PKX N) 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.
AI+ Ask Fintel’s AI assistant about POSCO Holdings Inc. - Depositary Receipt (Common Stock).
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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.
Upgrade
um Prämiendaten freizuschalten und nach Excel zu exportieren 
.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 172 | 9 | ||||||
| 2026-02-17 | 13F | Summit Global Investments | 12.093 | 18,98 | 1 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 98 | 6 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.802 | 60,44 | 415 | 73,64 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 5.112 | -4,59 | 272 | 3,42 | ||||
| 2025-11-13 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 22.474 | 75,17 | 1.196 | 89,38 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 2.946 | 17,56 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 21.792 | 0,00 | 1.160 | 8,12 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 950 | 0,00 | 51 | 8,70 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 34.319 | -6,25 | 1.826 | 1,39 | ||||
| 2026-02-17 | 13F | Graham Capital Management, L.P. | 6.312 | -19,61 | 336 | -13,21 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 128 | -2,29 | 7 | 16,67 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 205 | 11 | ||||||
| 2026-02-17 | 13F | Millennium Management Llc | 36.914 | 4,76 | 1.964 | 13,26 | ||||
| 2026-01-28 | 13F | DekaBank Deutsche Girozentrale | 36.017 | 0,00 | 3 | 200,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12.653 | 124,50 | 740 | 141,83 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 21.600 | 27,81 | 1.149 | 38,27 | |||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 571 | 0,00 | 30 | 7,14 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 54 | 0,00 | 3 | 0,00 | ||||
| 2025-11-13 | 13F/A | Peak6 Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Recurrent Investment Advisors LLC | 24.960 | 0,04 | 1.328 | 8,23 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.923 | 475 | ||||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 8.558 | -20,62 | 455 | -14,15 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 1.600 | -0,37 | 94 | 9,41 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 13.216 | 703 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 173 | -24,12 | 10 | -16,67 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 605 | -28,74 | 0 | |||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 69 | 4 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 888.572 | 10,84 | 47.281 | 19,85 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 8.247 | 15,39 | 439 | 24,79 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 434 | -89,99 | 23 | -89,20 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 7.338 | 11,76 | 390 | 20,74 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 68.536 | 562,82 | 3.647 | 617,72 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 310.161 | -17,25 | 16.504 | -10,53 | ||||
| 2026-02-04 | 13F | Paradigm Asset Management Co Llc | 400 | 0,00 | 21 | 10,53 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Trust Co | 12 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | DMG Group, LLC | 10.462 | 0,50 | 612 | 10,49 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 26.679 | 4,94 | 1.420 | 13,43 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 16.999 | 0,00 | 905 | 8,13 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 11.523 | 58,09 | 613 | 71,23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 36 | 2 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.695 | -28,06 | 356 | -22,10 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.290.040 | 27,92 | 68.643 | 38,32 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 340 | 88,89 | 18 | 125,00 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 45.434 | -0,19 | 2.418 | 7,90 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 22.310 | -52,84 | 1.305 | -48,19 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 600 | 0,00 | 35 | 12,90 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 147.036 | 45,61 | 8 | 75,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 55.605 | 183,09 | 2.959 | 206,21 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 153 | 61,05 | 8 | 100,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 249 | 31,05 | 15 | 40,00 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 1.812 | 0 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 126.702 | -22,41 | 6.742 | -16,11 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Xponance, Inc. | 4.433 | 4,26 | 236 | 12,44 | ||||
| 2026-03-12 | 13F/A | Peak6 Llc | Call | 9.300 | 495 | |||||
| 2026-02-17 | 13F | Creative Planning | 212.646 | 54,67 | 11.315 | 67,24 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 43.462 | -0,74 | 2.313 | 7,34 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.178 | 26,04 | 128 | 39,56 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 131 | 19,09 | 8 | 40,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 174 | 0,00 | 9 | 12,50 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 59.024 | 3.141 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | 0 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 8.982 | 39,69 | 525 | 53,51 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 28 | 1 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 9.112 | 8,63 | 485 | 17,48 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 304 | 23,08 | 18 | 30,77 | ||||
| 2025-11-12 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.562 | 49,19 | 83 | 62,75 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 30.973 | 1.648 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-11-12 | 13F | Corient IA LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 19.351 | 33,12 | 1.031 | 44,20 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 6.030 | 28,38 | 353 | 41,37 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 22.707 | 10,47 | 1.208 | 19,49 | ||||
| 2025-11-12 | 13F | Victory Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aquatic Capital Management LLC | 7.876 | -44,75 | 419 | -40,23 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.107 | 62,32 | 59 | 75,76 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 144 | 800,00 | 8 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 14.874 | 0,00 | 791 | 0,00 | ||||
| 2026-02-13 | 13F | Arrowstreet Capital, Limited Partnership | 175.046 | -2,68 | 9.314 | 5,23 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 173.336 | 9.223 | ||||||
| 2026-02-13 | 13F | American Century Companies Inc | 621.560 | 13,07 | 33.073 | 22,27 | ||||
| 2026-01-29 | 13F | UBS Group AG | 199.914 | 135,62 | 10.637 | 154,78 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 6.627 | 38,73 | 388 | 52,36 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 5.669 | 16,36 | 341 | 32,68 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 26.353 | 28,55 | 1.541 | 41,38 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 20 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.419 | 235,51 | 129 | 265,71 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12.386 | 102,12 | 724 | 122,09 | ||||
| 2026-03-26 | 13F | Leonteq Securities AG | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Syon Capital Llc | 5.160 | 275 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 67.725 | 3,77 | 3.604 | 12,21 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 37.608 | 58,30 | 2.200 | 73,97 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 71.001 | -4,34 | 3.778 | 3,45 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 16.494 | 878 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 11 | 1 | ||||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3.111 | -3,68 | 0 | |||||
| 2026-04-15 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 5.500 | 0,00 | 322 | 9,93 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.427 | 200 | ||||||
| 2026-02-11 | 13F | West Family Investments, Inc. | 9.156 | -8,11 | 487 | -0,61 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 9.494 | 1,28 | 505 | 9,54 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 37.631 | 68,75 | 2.201 | 85,58 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 65.904 | 10,76 | 3.507 | 19,74 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 14.486 | 2,45 | 847 | 12,63 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 195 | 32,65 | 10 | 42,86 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 53 | 3 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 11 | -45,00 | 1 | -100,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.109 | 112 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 5.301 | 1.690,88 | 282 | 1.780,00 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-21 | 13F | Ovata Capital Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 29.083 | 1,39 | 1.701 | -1,22 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 9.859 | -72,24 | 525 | -70,01 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 8.479 | 16,86 | 451 | 19,63 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 11.121 | 592 | ||||||
| 2026-02-17 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 52.393 | -19,74 | 2.788 | -13,23 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 250.895 | -1,21 | 13.350 | 6,82 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26 | 420,00 | 1 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 497 | 41,19 | 26 | 52,94 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 11 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 36.918 | -0,69 | 1.964 | 7,38 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 30.097 | 16,96 | 1.575 | 24,41 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 5.900 | 314 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 18.850 | 15,94 | 1.003 | 25,38 | ||||
| 2026-04-24 | 13F | Profund Advisors Llc | 6.389 | -9,90 | 374 | -1,06 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 109.752 | 50,25 | 5.840 | 62,47 | ||||
| 2026-02-10 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 217.367 | 24,72 | 11.566 | 34,86 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 14.312 | -2,23 | 704 | -0,71 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.664 | -73,39 | 301 | -71,25 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 5.900 | 314 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 84 | -62,50 | 4 | -63,64 | ||||
| 2025-11-19 | 13F | Caitong International Asset Management Co., Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.451 | 260 | ||||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 9.600 | -43,69 | 513 | -39,12 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.873 | 285 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.741 | 219 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 21 | 110,00 | 1 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 3.580 | 209 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 2.302 | 109,08 | 122 | 125,93 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 5.530 | 58,05 | 294 | 70,93 | ||||
| 2026-01-08 | 13F | Tuttle Tactical Management LLC | 8.931 | 475 | ||||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Voleon Capital Management Lp | 9.119 | 485 | ||||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 11.230 | -34,49 | 657 | -28,07 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | State Street Corp | 850.425 | 5,11 | 45.251 | 13,66 | ||||
| 2026-02-17 | 13F | Fmr Llc | 46.144 | 1,26 | 2.455 | 9,50 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.152 | 2,14 | 115 | 10,68 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60 | 25,00 | 4 | 50,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 285.158 | 0,00 | 15.173 | 8,13 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 10.739 | 31,12 | 571 | 41,69 | ||||
| 2025-11-13 | 13F/A | Peak6 Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 461 | 25 | ||||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 9.370 | 36,01 | 499 | 46,90 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 166 | 40,68 | 10 | 50,00 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 4.865 | 0,00 | 285 | 9,65 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 258 | 32,99 | 14 | 44,44 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.083 | 0,15 | 239 | 10,19 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 8.495 | 497 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.354 | -0,34 | 232 | 7,44 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Dimensional Fund Advisors Lp | 980.307 | -4,19 | 52.162 | 3,60 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 722 | 2.156,25 | 42 | 4.100,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36 | 44,00 | 2 | 100,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 35.374 | 4,38 | 1.882 | 12,90 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 52 | 36,84 | 3 | 50,00 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 7.230 | 59,11 | 385 | 72,20 | ||||
| 2026-02-13 | 13F | Centiva Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 42 | 2 | ||||||
| 2026-02-13 | 13F | JustInvest LLC | 52.217 | 44,50 | 2.778 | 56,24 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 89 | 0,00 | 5 | 25,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 166 | 36,07 | 10 | 50,00 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 87.388 | 4.650 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 21.090 | 32,57 | 1.122 | 43,48 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 18.850 | 52,55 | 1.003 | 64,97 |
