CHW — Institutionelle Eigentümer (13F)

108 Einreicher · $191.6M 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
MORGAN STANLEY $53.456.095 5.999.561 27,90% Aktien
Karpus Management, Inc. $21.923.412 2.460.540 11,44% Aktien
Pathstone Holdings, LLC $19.265.149 2.162.194 10,06% Aktien
Advisors Asset Management, Inc. $11.242.823 1.517.250 5,87% Aktien
GUGGENHEIM CAPITAL LLC $10.122.615 1.136.096 5,28% Aktien
LPL Financial LLC $6.868.779 770.907 3,59% Aktien
Baird Financial Group, Inc. $6.859.141 769.825 3,58% Aktien
1607 Capital Partners, LLC $6.763.269 759.065 3,53% Aktien
Saba Capital Management, L.P. $6.092.489 683.781 3,18% Aktien
WELLS FARGO & COMPANY/MN $4.166.457 467.615 2,17% Aktien
Shaker Financial Services, LLC $3.673.255 412.262 1,92% Aktien
ADAPT WEALTH ADVISORS, LLC $3.514.264 394.418 1,83% Aktien
RAYMOND JAMES FINANCIAL INC $3.371.030 378.342 1,76% Aktien
Altium Capital Management LLC $2.930.508 328.901 1,53% Aktien
ROYAL BANK OF CANADA $2.805.000 314.744 1,46% Aktien
AMERIPRISE FINANCIAL INC $2.356.187 264.443 1,23% Aktien
UBS Group AG $1.838.899 206.386 0,96% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1.620.898 181.919 0,85% Aktien
D.A. DAVIDSON & CO. $1.600.606 179.641 0,84% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.024.196 116.122 0,53% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $902.220 101.259 0,47% Aktien
OSAIC HOLDINGS, INC. $889.793 99.864 0,46% Aktien
Saxony Capital Management, LLC $786.308 88.250 0,41% Aktien
Focus Partners Wealth $719.972 80.805 0,38% Aktien
FIFTH THIRD BANCORP $691.568 77.617 0,36% Aktien
Dakota Wealth Management $652.925 73.280 0,34% Aktien
Invesco Ltd. $624.680 70.110 0,33% Aktien
EVOLVE PRIVATE WEALTH, LLC $616.938 69.241 0,32% Aktien
Brookstone Capital Management $616.249 69.164 0,32% Aktien
COMERICA BANK $580.944 78.400 0,30% Aktien
PMG Family Office LLC $573.305 64.344 0,30% Aktien
Almitas Capital LLC $570.890 64.073 0,30% Aktien
Kestra Advisory Services, LLC $551.583 61.906 0,29% Aktien
NewEdge Advisors, LLC $530.301 59.517 0,28% Aktien
HARBOUR INVESTMENTS, INC. $492.840 55.313 0,26% Aktien
Investment Management Trust, LLC $437.642 49.118 0,23% Aktien
RPO LLC $423.849 47.570 0,22% Aktien
PNC Financial Services Group, Inc. $384.755 43.182 0,20% Aktien
CAPTRUST FINANCIAL ADVISORS $376.149 42.217 0,20% Aktien
&PARTNERS $375.884 42.187 0,20% Aktien
Chicago Partners Investment Group LLC $347.661 40.710 0,18% Aktien
Allspring Global Investments Holdings, LLC $308.491 34.623 0,16% Aktien
NWF Advisory Services Inc. $290.466 32.600 0,15% Aktien
JANE STREET GROUP, LLC $277.609 31.157 0,14% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $271.381 30.458 0,14% Aktien
STIFEL FINANCIAL CORP $263.806 29.608 0,14% Aktien
Institute for Wealth Management, LLC. $261.063 29.300 0,14% Aktien
Continuum Advisory, LLC $253.115 28.408 0,13% Aktien
Integrated Wealth Concepts LLC $245.372 27.539 0,13% Aktien
CoreCap Advisors, LLC $237.942 26.705 0,12% Aktien
Closed-End Fund Advisors, Inc. $231.918 26.029 0,12% Aktien
ENVESTNET ASSET MANAGEMENT INC $228.490 25.644 0,12% Aktien
BANK OF AMERICA CORP /DE/ $222.557 24.978 0,12% Aktien
Strategic Financial Concepts, LLC $220.817 24.783 0,12% Aktien
STEPHENS INC /AR/ $211.898 23.782 0,11% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $192.914 21.651 0,10% Aktien
CITADEL ADVISORS LLC $192.830 21.642 0,10% Aktien
Cetera Investment Advisers $192.587 21.615 0,10% Aktien
Waverly Advisors, LLC $185.952 20.870 0,10% Aktien
TRUIST FINANCIAL CORP $181.850 20.410 0,09% Aktien
Rockefeller Capital Management L.P. $180.187 20.223 0,09% Aktien
B. Riley Wealth Advisors, Inc. $179.975 20.522 0,09% Aktien
MRA Advisory Group $173.568 19.480 0,09% Aktien
L.M. KOHN & COMPANY $172.184 22.836 0,09% Aktien
OPPENHEIMER & CO INC $170.315 19.115 0,09% Aktien
San Luis Wealth Advisors LLC $168.791 18.944 0,09% Aktien
StoneX Group Inc. $161.996 18.206 0,08% Aktien
XML Financial, LLC $153.252 17.200 0,08% Aktien
HighTower Advisors, LLC $146.982 16.496 0,08% Aktien
Prospera Financial Services Inc $142.839 16.028 0,07% Aktien
Retirement Planning Group, LLC $138.371 15.530 0,07% Aktien
Apollon Wealth Management, LLC $138.333 15.526 0,07% Aktien
Concurrent Investment Advisors, LLC $134.610 15.108 0,07% Aktien
Valeo Financial Advisors, LLC $133.199 14.949 0,07% Aktien
Prairie Wealth Advisors, Inc. $128.304 0 0,07% Aktien
Atria Wealth Solutions, Inc. $127.427 17.872 0,07% Aktien
BOOTHBAY FUND MANAGEMENT, LLC $117.915 13.234 0,06% Aktien
RFG Advisory, LLC $116.356 13.059 0,06% Aktien
WOLVERINE ASSET MANAGEMENT LLC $99.792 11.200 0,05% Aktien
Palogic Value Management, L.P. $98.010 11.000 0,05% Aktien
DECISION INVESTMENTS, INC $95.159 10.680 0,05% Aktien
Farther Finance Advisors, LLC $93.519 10.633 0,05% Aktien
LEIGH BALDWIN & CO., LLC $89.100 10.000 0,05% Aktien
Spire Wealth Management $41.521 4.660 0,02% Aktien
ASSETMARK, INC $28.958 3.250 0,02% Aktien
Colonial Trust Co / SC $28.950 3.301 0,02% Aktien
EVOLUTION WEALTH MANAGEMENT INC. $26.677 2.994 0,01% Aktien
Steward Partners Investment Advisory, LLC $25.394 2.850 0,01% Aktien
EverSource Wealth Advisors, LLC $22.275 2.500 0,01% Aktien
CITIGROUP INC $22.275 2.500 0,01% Aktien
Tidemark, LLC $21.384 2.400 0,01% Aktien
ORG Partners LLC $18.228 2.460 0,01% Aktien
MCDONALD PARTNERS LLC $14.702 1.650 0,01% Aktien
IFP Advisors, Inc $14.399 1.616 0,01% Aktien
OLIVER LAGORE VANVALIN INVESTMENT GROUP $9.585 1.500 0,01% Aktien
JPMORGAN CHASE & CO $7.419 846 0,00% Aktien
AMERIFLEX GROUP, INC. $4.455 500 0,00% Aktien
Silver Grove Financial Group, Inc. $4.366 490 0,00% Aktien
Plante Moran Financial Advisors, LLC $3.901 438 0,00% Aktien
Tower Research Capital LLC (TRC) $1.729 194 0,00% Aktien
US BANCORP \DE\ $1.559 175 0,00% Aktien
Stephens Consulting, LLC $1.484 200 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.400 157.131 0,00% Aktien
Janney Montgomery Scott LLC $293 32.934 0,00% Aktien
WEDBUSH SECURITIES INC $206 23.077 0,00% Aktien
Virtu Financial LLC $154 17.336 0,00% Aktien
HRT FINANCIAL LP $108 12.222 0,00% Aktien
Farmers & Merchants Trust Co of Chambersburg PA $12 1.375 0,00% Aktien