BSJU — Institutionelle Eigentümer (13F)

77 Einreicher · $174.2M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
LPL Financial LLC $26.782.576 1.037.638 15,38% Aktien
Legacy Financial Group LLC $16.649.104 645.037 9,56% Aktien
MERCER GLOBAL ADVISORS INC /ADV $10.199.630 395.164 5,86% Aktien
Trinity Legacy Partners, LLC $10.012.888 387.313 5,75% Aktien
Equitable Holdings, Inc. $9.756.240 377.986 5,60% Aktien
SFE Investment Counsel $7.086.902 274.568 4,07% Aktien
OSAIC HOLDINGS, INC. $6.592.758 255.425 3,78% Aktien
GPM Growth Investors, Inc. $6.502.642 251.932 3,73% Aktien
Steward Partners Investment Advisory, LLC $5.813.662 225.239 3,34% Aktien
MORGAN STANLEY $5.744.258 222.549 3,30% Aktien
Cetera Investment Advisers $5.607.992 217.271 3,22% Aktien
AMERIPRISE FINANCIAL INC $4.267.057 165.411 2,45% Aktien
HOWARD WEALTH MANAGEMENT, LLC $4.155.277 160.988 2,39% Aktien
RAYMOND JAMES FINANCIAL INC $4.049.235 156.880 2,32% Aktien
JONES FINANCIAL COMPANIES LLLP $3.979.901 154.350 2,28% Aktien
RPg Family Wealth Advisory, LLC $3.854.311 149.328 2,21% Aktien
Advisory Alpha, LLC $3.824.095 148.157 2,20% Aktien
WELLS FARGO & COMPANY/MN $3.594.911 139.278 2,06% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $3.286.730 127.338 1,89% Aktien
Turning Point Benefit Group, Inc. $2.422.567 93.853 1,39% Aktien
LBMC INVESTMENT ADVISORS, LLC $2.352.060 91.126 1,35% Aktien
Milestones Private Investment Advisors LLC $2.351.778 91.115 1,35% Aktien
HARBOUR INVESTMENTS, INC. $2.027.142 78.538 1,16% Aktien
BANK OF AMERICA CORP /DE/ $1.819.005 70.474 1,04% Aktien
Prospera Financial Services Inc $1.754.708 67.984 1,01% Aktien
NewEdge Advisors, LLC $1.552.692 60.156 0,89% Aktien
Altrius Capital Management Inc $1.552.098 60.133 0,89% Aktien
ROYAL BANK OF CANADA $798.000 30.907 0,46% Aktien
Brookstone Capital Management $785.973 30.451 0,45% Aktien
Tudor Financial Inc. $689.739 26.723 0,40% Aktien
Private Advisory Group LLC $687.788 26.647 0,39% Aktien
Axim Planning & Wealth $685.052 26.541 0,39% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $679.013 26.307 0,39% Aktien
UBS Group AG $661.923 25.645 0,38% Aktien
Keel Point, LLC $654.371 25.352 0,38% Aktien
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $649.555 25.166 0,37% Aktien
Ark Wealth Advisors LLC $606.483 23.497 0,35% Aktien
MGO ONE SEVEN LLC $601.598 23.308 0,35% Aktien
ENVESTNET ASSET MANAGEMENT INC $581.944 22.546 0,33% Aktien
Leo Wealth, LLC $541.695 21.043 0,31% Aktien
VestGen Advisors, LLC $511.211 19.806 0,29% Aktien
HUB Investment Partners, LLC $504.729 19.555 0,29% Aktien
Simplicity Wealth,LLC $464.626 18.001 0,27% Aktien
Segment Wealth Management, LLC $457.631 17.730 0,26% Aktien
4Thought Financial Group Inc. $439.084 17.011 0,25% Aktien
ORG Partners LLC $411.191 15.752 0,24% Aktien
Alaska Wealth Advisors, LLC $389.025 15.072 0,22% Aktien
AlphaStar Capital Management, LLC $387.244 15.003 0,22% Aktien
Topsail Wealth Management, LLC $381.023 14.762 0,22% Aktien
CITADEL ADVISORS LLC $375.371 14.543 0,22% Aktien
Clearstead Advisors, LLC $369.757 14.325 0,21% Aktien
Farther Finance Advisors, LLC $357.560 13.853 0,21% Aktien
Tassel Capital Management, Inc. $327.906 12.704 0,19% Aktien
Valtinson Bruner Financial Planning LLC $304.448 11.795 0,17% Aktien
Geneos Wealth Management Inc. $268.527 10.404 0,15% Aktien
Meriwether Wealth & Planning, LLC $257.466 9.975 0,15% Aktien
Wealth Quarterback LLC $244.832 9.486 0,14% Aktien
Net Worth Advisory Group $236.909 9.179 0,14% Aktien
Savvy Advisors, Inc. $222.163 8.607 0,13% Aktien
IMA Advisory Services, Inc. $219.239 8.494 0,13% Aktien
Alaska Permanent Capital Management, LLC $212.061 8.229 0,12% Aktien
Key Financial Inc $211.780 8.205 0,12% Aktien
Keating Financial Advisory Services, Inc. $147.769 5.725 0,08% Aktien
Larson Financial Group LLC $69.988 2.712 0,04% Aktien
GILPIN WEALTH MANAGEMENT, LLC $52.758 2.044 0,03% Aktien
Asset Dedication, LLC $44.499 1.724 0,03% Aktien
Horizons Wealth Management $36.568 1.429 0,02% Aktien
BITTERROOT CAPITAL ADVISORS LLC $25.046 970 0,01% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $19.439 753 0,01% Aktien
CWM, LLC $13.332 521 0,01% Aktien
Community Financial Services Group, LLC $3.227 125 0,00% Aktien
PRIVATE TRUST CO NA $2.220 86 0,00% Aktien
Aptus Capital Advisors, LLC $1.420 55 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $669 25.906 0,00% Aktien
FINANCIAL ADVISORY CORP /UT/ /ADV $452 17.319 0,00% Aktien
Capital Analysts, LLC $400 15.479 0,00% Aktien
Glass Jacobson Investment Advisors llc $108 4 0,00% Aktien