BSJV — Institutionelle Eigentümer (13F)

53 Einreicher · $53.0M 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
Equitable Holdings, Inc. $8.067.836 307.346 15,23% Aktien
LPL Financial LLC $7.572.204 288.465 14,30% Aktien
Leo Wealth, LLC $7.342.723 282.511 13,86% Aktien
MORGAN STANLEY $4.039.521 153.886 7,63% Aktien
SFE Investment Counsel $3.014.078 114.822 5,69% Aktien
Concurrent Investment Advisors, LLC $2.645.869 100.795 5,00% Aktien
RAYMOND JAMES FINANCIAL INC $2.627.681 100.102 4,96% Aktien
MERCER GLOBAL ADVISORS INC /ADV $1.684.186 64.159 3,18% Aktien
ROYAL BANK OF CANADA $1.323.000 50.410 2,50% Aktien
LBMC INVESTMENT ADVISORS, LLC $1.306.233 49.761 2,47% Aktien
MONECO ADVISORS, LLC $1.292.078 49.222 2,44% Aktien
Ark Wealth Advisors LLC $1.274.910 48.568 2,41% Aktien
OSAIC HOLDINGS, INC. $1.272.353 48.469 2,40% Aktien
BANK OF AMERICA CORP /DE/ $1.028.291 39.173 1,94% Aktien
JONES FINANCIAL COMPANIES LLLP $897.585 34.335 1,69% Aktien
Jessup Wealth Management, Inc $822.717 31.342 1,55% Aktien
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $580.309 22.107 1,10% Aktien
Cetera Investment Advisers $502.108 19.128 0,95% Aktien
TRUIST FINANCIAL CORP $462.053 17.602 0,87% Aktien
VestGen Advisors, LLC $460.064 17.526 0,87% Aktien
Modern Wealth Management, LLC $442.768 16.867 0,84% Aktien
4Thought Financial Group Inc. $436.952 16.646 0,82% Aktien
ORG Partners LLC $411.354 15.407 0,78% Aktien
HARBOUR INVESTMENTS, INC. $384.825 14.660 0,73% Aktien
Farther Finance Advisors, LLC $311.063 11.850 0,59% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $277.010 10.553 0,52% Aktien
UBS Group AG $262.920 10.016 0,50% Aktien
Alaska Wealth Advisors, LLC $250.502 9.543 0,47% Aktien
Wealth Quarterback LLC $248.547 9.468 0,47% Aktien
IMA Advisory Services, Inc. $247.800 9.440 0,47% Aktien
HUB Investment Partners, LLC $244.508 9.315 0,46% Aktien
Tassel Capital Management, Inc. $222.981 8.495 0,42% Aktien
HOWARD WEALTH MANAGEMENT, LLC $211.706 8.065 0,40% Aktien
Legacy Financial Group LLC $210.600 8.023 0,40% Aktien
Alaska Permanent Capital Management, LLC $196.230 7.504 0,37% Aktien
Key Financial Inc $168.000 6.400 0,32% Aktien
Geneos Wealth Management Inc. $80.588 3.070 0,15% Aktien
Larson Financial Group LLC $57.356 2.185 0,11% Aktien
Topsail Wealth Management, LLC $26.906 1.025 0,05% Aktien
Asset Dedication, LLC $20.082 765 0,04% Aktien
CWM, LLC $13.231 509 0,02% Aktien
Keating Financial Advisory Services, Inc. $9.581 365 0,02% Aktien
IFP Advisors, Inc $4.725 180 0,01% Aktien
Steward Partners Investment Advisory, LLC $4.121 157 0,01% Aktien
Community Financial Services Group, LLC $3.282 125 0,01% Aktien
NewEdge Advisors, LLC $1.785 68 0,00% Aktien
Aptus Capital Advisors, LLC $1.391 53 0,00% Aktien
RHL GROUP, LLC $962 37 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $750 28.584 0,00% Aktien
FINANCIAL ADVISORY CORP /UT/ /ADV $400 14.989 0,00% Aktien
Glass Jacobson Investment Advisors llc $110 4 0,00% Aktien
WELLS FARGO & COMPANY/MN $21 1 0,00% Aktien
Capital Analysts, LLC $10 370 0,00% Aktien