CLOA — Institutionelle Eigentümer (13F)

255 Einreicher · $1.6B 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
Richard Bernstein Advisors LLC $320.685.979 6.186.664 20,53% Aktien
BlackRock, Inc. $122.521.513 2.360.268 7,84% Aktien
ENVESTNET ASSET MANAGEMENT INC $104.751.459 2.017.944 6,70% Aktien
LPL Financial LLC $102.165.579 1.968.129 6,54% Aktien
Advocacy Wealth Management, LLC $57.097.061 1.099.924 3,65% Aktien
MORGAN STANLEY $50.209.922 967.249 3,21% Aktien
INSPIRION WEALTH ADVISORS, LLC $34.258.389 662.318 2,19% Aktien
Cetera Investment Advisers $33.640.000 648.045 2,15% Aktien
JPMORGAN CHASE & CO $30.489.713 587.131 1,95% Aktien
Pallas Capital Advisors LLC $28.465.107 548.355 1,82% Aktien
CenturyLink Investment Management Co $26.557.156 511.600 1,70% Aktien
MML INVESTORS SERVICES, LLC $24.662.909 475.109 1,58% Aktien
Vestmark Advisory Solutions, Inc. $23.037.250 443.792 1,47% Aktien
Goldstone Financial Group, LLC $19.015.251 366.312 1,22% Aktien
OneDigital Investment Advisors LLC $17.789.780 342.704 1,14% Aktien
Macro Advisors, Inc. $15.616.760 300.843 1,00% Aktien
Tower Research Capital LLC (TRC) $15.453.140 297.691 0,99% Aktien
Cascade Wealth Advisors, Inc $14.697.057 283.645 0,94% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $14.340.340 276.254 0,92% Aktien
Ferguson Shapiro LLC $14.100.678 271.637 0,90% Aktien
ASSETMARK, INC $12.605.201 242.828 0,81% Aktien
CacheTech Inc. $12.587.053 242.478 0,81% Aktien
August Group Capital Ltd $12.550.027 241.765 0,80% Aktien
STAR Financial Bank $12.320.216 237.338 0,79% Aktien
AE Wealth Management LLC $11.765.873 226.661 0,75% Aktien
Envestnet Portfolio Solutions, Inc. $11.526.512 222.048 0,74% Aktien
Prime Capital Investment Advisors, LLC $10.894.081 209.865 0,70% Aktien
Adams Wealth Management $10.808.097 208.208 0,69% Aktien
BAR HARBOR WEALTH MANAGEMENT $10.727.357 206.653 0,69% Aktien
Keel Point, LLC $10.696.270 206.054 0,68% Aktien
CITIGROUP INC $10.382.415 200.008 0,66% Aktien
NorthCoast Asset Management LLC $10.061.360 193.823 0,64% Aktien
Cannon Capital Management, Inc. $9.697.463 186.813 0,62% Aktien
DRIVE WEALTH MANAGEMENT, LLC $9.391.498 180.919 0,60% Aktien
Equitable Holdings, Inc. $9.250.304 178.199 0,59% Aktien
ODonnell Financial Services, LLC $8.554.880 164.802 0,55% Aktien
BANK OF MONTREAL /CAN/ $8.488.374 163.521 0,54% Aktien
E6 Portfolios, LLC $8.139.408 156.798 0,52% Aktien
COURIER CAPITAL LLC $7.879.834 151.798 0,50% Aktien
OSAIC HOLDINGS, INC. $7.583.831 146.087 0,49% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7.557.319 145.585 0,48% Aktien
ELEVATION POINT WEALTH PARTNERS, LLC $7.478.888 144.074 0,48% Aktien
STIFEL FINANCIAL CORP $7.190.577 138.520 0,46% Aktien
Client First Capital LLC $7.132.174 137.395 0,46% Aktien
KICKSTAND VENTURES, LLC. $6.649.584 128.098 0,43% Aktien
STOCK YARDS BANK & TRUST CO $6.395.106 123.196 0,41% Aktien
NewEdge Wealth, LLC $6.157.885 118.626 0,39% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $6.054.049 116.615 0,39% Aktien
Diversify Advisory Services, LLC $6.054.049 116.615 0,39% Aktien
ATX Financial Planning, LLC $5.996.878 115.525 0,38% Aktien
UBS Group AG $5.978.215 115.165 0,38% Aktien
ALLSTATE CORP $5.744.361 110.660 0,37% Aktien
Private Advisor Group, LLC $5.653.099 108.902 0,36% Aktien
Prasad Wealth Partners, LLC $5.645.669 108.759 0,36% Aktien
Prospera Financial Services Inc $5.145.113 99.097 0,33% Aktien
Bulwark Capital Corp $5.116.613 98.567 0,33% Aktien
Meiji Yasuda Life Insurance Co $5.087.180 98.000 0,33% Aktien
SCOTIA CAPITAL INC. $4.825.716 92.963 0,31% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4.542.409 87.429 0,29% Aktien
CAPTRUST FINANCIAL ADVISORS $4.498.832 86.666 0,29% Aktien
Ameritas Advisory Services, LLC $4.456.862 85.857 0,29% Aktien
POTENTIA WEALTH $4.074.418 78.490 0,26% Aktien
WINTON GROUP Ltd $4.050.693 78.033 0,26% Aktien
RAYMOND JAMES FINANCIAL INC $3.919.278 75.501 0,25% Aktien
Aureus Asset Management, LLC $3.889.876 74.935 0,25% Aktien
GOLDMAN SACHS GROUP INC $3.866.620 74.487 0,25% Aktien
Rockport Wealth LLC $3.756.989 72.375 0,24% Aktien
Kurv Investment Management LLC $3.703.898 6.725 0,24% Kaufoption
JB Capital LLC $3.588.716 69.133 0,23% Aktien
SCHRODER INVESTMENT MANAGEMENT GROUP $3.422.654 65.909 0,22% Aktien
Triad Wealth Partners, LLC $3.409.890 65.841 0,22% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3.155.818 60.882 0,20% Aktien
Lido Advisors, LLC $3.094.022 59.604 0,20% Aktien
HUB Investment Partners, LLC $2.837.764 54.667 0,18% Aktien
Mutual Advisors, LLC $2.752.491 53.024 0,18% Aktien
Landing Point Financial Group, LLC $2.724.908 52.493 0,17% Aktien
NorthRock Partners, LLC $2.636.353 50.787 0,17% Aktien
TRUIST FINANCIAL CORP $2.621.539 50.502 0,17% Aktien
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2.478.042 47.737 0,16% Aktien
J. Mark Nickell & Co. $2.359.115 45.512 0,15% Aktien
Impact Partnership Wealth, LLC $2.321.817 44.728 0,15% Aktien
BASSO CAPITAL MANAGEMENT, L.P. $2.166.983 41.745 0,14% Aktien
TOEWS CORP /ADV $2.102.355 40.500 0,13% Aktien
Brookstone Capital Management $1.990.051 38.337 0,13% Aktien
NWAM LLC $1.970.425 37.958 0,13% Aktien
Simplicity Wealth,LLC $1.966.428 37.881 0,13% Aktien
Sovran Advisors, LLC $1.914.278 36.852 0,12% Aktien
Pasadena Private Wealth, LLC $1.897.778 36.559 0,12% Aktien
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1.822.690 35.113 0,12% Aktien
EHRLICH FINANCIAL GROUP $1.760.735 33.919 0,11% Aktien
Cox Capital Mgt LLC $1.670.382 32.178 0,11% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $1.642.070 31.633 0,11% Aktien
Elwood & Goetz Wealth Advisory Group, LLC $1.606.926 30.956 0,10% Aktien
IHT Wealth Management, LLC $1.598.422 30.792 0,10% Aktien
MAINSAIL ASSET MANAGEMENT, LLC $1.538.650 29.666 0,10% Aktien
Centennial Wealth Advisory LLC $1.524.629 29.369 0,10% Aktien
IFP Advisors, Inc $1.513.384 29.154 0,10% Aktien
HM PAYSON & CO $1.508.817 29.066 0,10% Aktien
Kingsview Wealth Management, LLC $1.502.739 28.949 0,10% Aktien
SHP Wealth Management $1.424.656 27.445 0,09% Aktien
Stratos Wealth Partners, LTD. $1.408.104 27.125 0,09% Aktien
Constellation Investments, Inc. $1.401.570 27.000 0,09% Aktien
PARSONS CAPITAL MANAGEMENT INC/RI $1.401.155 26.992 0,09% Aktien
Maridea Wealth Management LLC $1.309.080 25.218 0,08% Aktien
LAFFER TENGLER INVESTMENTS, INC. $1.302.422 25.090 0,08% Aktien
Triumph Capital Management $1.299.255 25.029 0,08% Aktien
Castle Rock Wealth Management, LLC $1.281.746 24.780 0,08% Aktien
Invst, LLC $1.274.556 24.553 0,08% Aktien
Sigma Planning Corp $1.271.604 24.496 0,08% Aktien
Sequoia Financial Advisors, LLC $1.269.096 24.448 0,08% Aktien
ROYAL BANK OF CANADA $1.168.000 22.500 0,07% Aktien
WESPAC Advisors, LLC $1.158.527 22.318 0,07% Aktien
Ausdal Financial Partners, Inc. $1.070.909 20.630 0,07% Aktien
Optivise Advisory Services LLC $1.031.303 19.867 0,07% Aktien
PNC Financial Services Group, Inc. $1.029.518 19.833 0,07% Aktien
FOCUSED ALPHA, LLC $1.006.783 19.395 0,06% Aktien
Brookwood Investment Group LLC $995.743 19.182 0,06% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $988.794 19.085 0,06% Aktien
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $984.249 18.961 0,06% Aktien
Advisory Services Network, LLC $973.457 18.753 0,06% Aktien
Weaver Consulting Group $965.526 18.600 0,06% Aktien
Advyzon Investment Management, LLC $929.345 17.903 0,06% Aktien
Veltria Advisors Corp. $926.697 17.852 0,06% Aktien
Orion Porfolio Solutions, LLC $918.054 17.685 0,06% Aktien
Perigon Wealth Management, LLC $906.297 17.459 0,06% Aktien
Arkadios Wealth Advisors $884.447 17.039 0,06% Aktien
CARY STREET PARTNERS FINANCIAL LLC $810.738 15.618 0,05% Aktien
PANORAMIC INVESTMENT ADVISORS, LLC $790.901 15.236 0,05% Aktien
BETO FINANCIAL GROUP, LLC $746.928 14.400 0,05% Aktien
OPPENHEIMER & CO INC $737.382 14.205 0,05% Aktien
Avantra Family Wealth, Inc. $733.696 14.134 0,05% Aktien
Two West Capital Advisors LLC $718.769 13.857 0,05% Aktien
Black Swift Group, LLC $712.724 13.730 0,05% Aktien
Guidance Point Advisors, LLC $683.787 13.163 0,04% Aktien
Embree Financial Group $641.037 12.349 0,04% Aktien
Empire Financial Management Company, LLC $628.318 12.104 0,04% Aktien
Transamerica Financial Advisors, LLC $621.513 11.972 0,04% Aktien
Concurrent Investment Advisors, LLC $615.329 11.854 0,04% Aktien
NewEdge Advisors, LLC $606.013 11.674 0,04% Aktien
OpenArc Corporate Advisory, LLC $602.156 11.600 0,04% Aktien
Kurv Investment Management LLC $599.664 11.552 0,04% Aktien
Breakwater Capital Group $590.312 11.372 0,04% Aktien
EAGLE GLOBAL ADVISORS LLC $582.690 11.225 0,04% Aktien
FIFTH THIRD BANCORP $565.618 10.896 0,04% Aktien
Icon Wealth Advisors, LLC $555.904 10.709 0,04% Aktien
TWO SIGMA SECURITIES, LLC $553.984 10.672 0,04% Aktien
Farther Finance Advisors, LLC $547.962 10.556 0,04% Aktien
Wealthcare Advisory Partners LLC $540.227 10.407 0,03% Aktien
Dynasty Wealth Management, LLC $531.766 10.244 0,03% Aktien
CITIZENS FINANCIAL GROUP INC/RI $523.131 10.078 0,03% Aktien
New England Private Wealth Advisors LLC $519.150 10.000 0,03% Aktien
Corient Private Wealth LP $519.100 10.000 0,03% Aktien
Quantinno Capital Management LP $519.100 10.000 0,03% Aktien
Merit Financial Group, LLC $515.377 9.928 0,03% Aktien
LFG Wealth Partners, LLC $512.259 9.868 0,03% Aktien
Union Bancaire Privee, UBP SA $499.307 9.615 0,03% Aktien
Ballast Rock Private Wealth LLC $494.962 9.535 0,03% Aktien
GeoWealth Management, LLC $483.940 9.322 0,03% Aktien
NORTHBRIDGE FINANCIAL GROUP, LLC $465.114 8.960 0,03% Aktien
JANE STREET GROUP, LLC $460.857 8.878 0,03% Aktien
Synergy Investment Management, LLC $460.086 8.863 0,03% Aktien
Keebeck Wealth Management $439.055 8.458 0,03% Aktien
ORG Partners LLC $435.723 8.423 0,03% Aktien
SigFig Wealth Management, LLC $434.966 8.376 0,03% Aktien
Congress Wealth Management LLC / DE / $418.578 8.062 0,03% Aktien
World Investment Advisors $403.004 7.771 0,03% Aktien
HUNTINGTON NATIONAL BANK $396.540 7.639 0,03% Aktien
TRANSCEND CAPITAL ADVISORS, LLC $391.779 7.547 0,03% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $391.751 7.547 0,03% Aktien
Atria Wealth Solutions, Inc. $384.779 7.411 0,02% Aktien
EFG International AG $382.784 7.374 0,02% Aktien
Spectrum Planning & Advisory Services Inc. $378.476 7.291 0,02% Aktien
Fortis Advisors, LLC $377.877 7.279 0,02% Aktien
Skyline Advisors, Inc. $369.588 7.120 0,02% Aktien
High Falls Advisors, Inc $368.050 7.113 0,02% Aktien
Orion Portfolio Solutions, LLC $367.671 7.102 0,02% Aktien
Integrated Wealth Concepts LLC $345.287 6.652 0,02% Aktien
Cerity Partners LLC $341.107 6.571 0,02% Aktien
HighTower Advisors, LLC $334.923 6.452 0,02% Aktien
Mariner, LLC $330.937 6.375 0,02% Aktien
SAGESPRING WEALTH PARTNERS, LLC $323.036 6.223 0,02% Aktien
Total Clarity Wealth Management, Inc. $322.197 6.207 0,02% Aktien
Geneos Wealth Management Inc. $319.127 6.148 0,02% Aktien
Steward Partners Investment Advisory, LLC $314.545 6.059 0,02% Aktien
Liberty Atlantic Advisors LLC $310.931 5.990 0,02% Aktien
Vision Retirement, LLC $310.786 5.987 0,02% Aktien
Knights of Columbus Asset Advisors LLC $310.629 5.984 0,02% Aktien
Venturi Wealth Management, LLC $306.477 5.904 0,02% Aktien
Gateway Wealth Partners, LLC $305.592 5.887 0,02% Aktien
Colonial Trust Co / SC $292.824 5.641 0,02% Aktien
StoneX Group Inc. $268.634 5.169 0,02% Aktien
LOCKERMAN FINANCIAL GROUP, INC. $267.700 5.157 0,02% Aktien
Rockefeller Capital Management L.P. $265.312 5.111 0,02% Aktien
IFG Advisory, LLC $261.451 5.037 0,02% Aktien
GWN SECURITIES INC. $247.075 4.760 0,02% Aktien
Magnolia Private Wealth, LLC $246.728 4.753 0,02% Aktien
Pacific Excel Wealth Advisors, Inc. $236.813 4.562 0,02% Aktien
Heritage Family Offices, LLP $236.813 4.562 0,02% Aktien
Visionary Horizons, LLC $233.341 4.495 0,01% Aktien
Bison Wealth, LLC $232.447 4.490 0,01% Aktien
Elm3 Financial Group, LLC $230.948 4.449 0,01% Aktien
Savvy Advisors, Inc. $230.808 4.446 0,01% Aktien
GC Wealth Management RIA, LLC $216.880 4.178 0,01% Aktien
Oregon Pacific Wealth Management, LLC $201.567 3.883 0,01% Aktien
Global Retirement Partners, LLC $175.144 3.374 0,01% Aktien
COMERICA BANK $150.266 2.904 0,01% Aktien
REICON WEALTH ADVISORS, LLC $144.258 2.779 0,01% Aktien
KELLEHER FINANCIAL ADVISORS $122.976 2.369 0,01% Aktien
EverSource Wealth Advisors, LLC $117.265 2.259 0,01% Aktien
Spire Wealth Management $103.820 2.000 0,01% Aktien
PRIVATE TRUST CO NA $99.771 1.922 0,01% Aktien
Aptus Capital Advisors, LLC $98.733 1.902 0,01% Aktien
TWIN CITY PRIVATE WEALTH, LLC $98.214 1.892 0,01% Aktien
Smartleaf Asset Management LLC $97.628 1.880 0,01% Aktien
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $92.400 1.780 0,01% Aktien
FMR LLC $76.753 1.479 0,00% Aktien
CWM, LLC $74.280 1.433 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $68.054 1.311 0,00% Aktien
TRUST CO OF VERMONT $68.054 1.311 0,00% Aktien
NATIONAL BANK OF CANADA /FI/ $65.614 1.264 0,00% Aktien
Rossby Financial, LCC $46.304 892 0,00% Aktien
LANARK FINANCIAL, INC. $38.050 733 0,00% Aktien
Sunbelt Securities, Inc. $32.683 631 0,00% Aktien
Axiom Investment Management LLC $31.613 609 0,00% Aktien
Betterment LLC $30.417 585.958 0,00% Aktien
FTB Advisors, Inc. $30.165 581 0,00% Aktien
MATHER GROUP, LLC. $29.173 562 0,00% Aktien
EVOLUTION WEALTH MANAGEMENT INC. $25.436 490 0,00% Aktien
Imprint Wealth LLC $17.390 335 0,00% Aktien
Ascentis Independent Advisors $15.053 290 0,00% Aktien
Golden State Wealth Management, LLC $14.711 283 0,00% Aktien
Abich Financial Wealth Management LLC $14.550 280 0,00% Aktien
Signature Equity Partners, LLC $11.784 227 0,00% Aktien
Elequin Capital, LP $10.434 201 0,00% Aktien
Ashton Thomas Private Wealth, LLC $10.330 199 0,00% Aktien
SIGNATUREFD, LLC $9.759 188 0,00% Aktien
WELLS FARGO & COMPANY/MN $8.938 172 0,00% Aktien
Cornerstone Planning Group LLC $8.714 168 0,00% Aktien
Godfrey Financial Associates, Inc. $7.371 142 0,00% Aktien
Allworth Financial LP $5.711 110 0,00% Aktien
2UniFi Bank $5.028 97 0,00% Aktien
PARK AVENUE SECURITIES LLC $3.762 72.476 0,00% Aktien
FIDUCIARY FINANCIAL ADVISORS $3.686 71 0,00% Aktien
Continuum Advisory, LLC $2.647 51 0,00% Aktien
Elevated Capital Advisors, LLC $2.544 49 0,00% Aktien
OGOREK ANTHONY JOSEPH /NY/ /ADV $2.305 44.422 0,00% Aktien
ATWOOD & PALMER INC $2.181 42 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $2.137 41.159 0,00% Aktien
HIGHLINE WEALTH PARTNERS LLC $2.024 39 0,00% Aktien
Silver Grove Financial Group, Inc. $1.973 38 0,00% Aktien
Meramec Financial Planners, LLC $1.921 37 0,00% Aktien
Strategic Wealth Partners, Ltd. $1.142 22 0,00% Aktien
Key Capital Management, INC $675 13 0,00% Aktien
CoreCap Advisors, LLC $467 9 0,00% Aktien
HANTZ FINANCIAL SERVICES, INC. $0 6 0,00% Aktien