CSQ — Institutionelle Eigentümer (13F)

233 Einreicher · $795.9M gesamt · Stand 30. September 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
BANK OF AMERICA CORP /DE/ $100.034.358 4.865.484 12,57% Aktien
MORGAN STANLEY $88.382.011 4.298.735 11,10% Aktien
UBS Group AG $80.954.857 3.937.493 10,17% Aktien
WELLS FARGO & COMPANY/MN $62.607.865 3.045.129 7,87% Aktien
RAYMOND JAMES FINANCIAL INC $48.449.215 2.356.479 6,09% Aktien
ROYAL BANK OF CANADA $44.471.000 2.162.971 5,59% Aktien
Karpus Management, Inc. $42.193.310 2.052.204 5,30% Aktien
LPL Financial LLC $25.669.503 1.248.517 3,23% Aktien
Bensler, LLC $23.702.892 1.152.865 2,98% Aktien
McGowan Group Asset Management, Inc. $16.186.046 787.259 2,03% Aktien
Cetera Investment Advisers $15.872.591 772.014 1,99% Aktien
Rockefeller Capital Management L.P. $15.387.352 748.412 1,93% Aktien
1607 Capital Partners, LLC $13.065.181 635.466 1,64% Aktien
Advisors Asset Management, Inc. $12.979.584 676.020 1,63% Aktien
Stratos Wealth Partners, LTD. $10.847.812 527.617 1,36% Aktien
&PARTNERS $10.232.091 501.570 1,29% Aktien
STIFEL FINANCIAL CORP $8.485.273 412.706 1,07% Aktien
OSAIC HOLDINGS, INC. $7.592.012 369.250 0,95% Aktien
RIVERNORTH CAPITAL MANAGEMENT, LLC $7.227.539 351.534 0,91% Aktien
GUGGENHEIM CAPITAL LLC $6.949.342 338.003 0,87% Aktien
TRUIST FINANCIAL CORP $6.489.291 315.627 0,82% Aktien
AMERIPRISE FINANCIAL INC $6.198.395 301.478 0,78% Aktien
Apollon Wealth Management, LLC $5.651.678 274.887 0,71% Aktien
Smith Asset Management Co., LLC $4.659.019 226.606 0,59% Aktien
WOLVERINE ASSET MANAGEMENT LLC $4.633.258 225.353 0,58% Aktien
ENVESTNET ASSET MANAGEMENT INC $4.019.576 195.505 0,51% Aktien
Sanctuary Advisors, LLC $3.420.010 166.343 0,43% Aktien
Shaker Financial Services, LLC $3.365.734 163.703 0,42% Aktien
PMG Family Office LLC $3.337.710 162.340 0,42% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $3.288.085 159.926 0,41% Aktien
Prairie Wealth Advisors, Inc. $3.169.026 0 0,40% Aktien
DAVENPORT & Co LLC $3.032.548 147.497 0,38% Aktien
World Investment Advisors $2.914.865 170.261 0,37% Aktien
Savant Capital, LLC $2.812.423 136.791 0,35% Aktien
Clearstead Advisors, LLC $2.746.222 133.571 0,35% Aktien
J.W. COLE ADVISORS, INC. $2.582.548 125.610 0,32% Aktien
HighTower Advisors, LLC $2.499.621 121.577 0,31% Aktien
Steward Partners Investment Advisory, LLC $2.489.009 121.061 0,31% Aktien
FOUNDERS FINANCIAL SECURITIES LLC $2.478.508 120.550 0,31% Aktien
Mariner, LLC $2.406.537 117.049 0,30% Aktien
Pointe Capital Management LLC $2.376.769 115.602 0,30% Aktien
Aviance Capital Partners, LLC $2.025.263 98.505 0,25% Aktien
Kestra Advisory Services, LLC $1.932.539 93.995 0,24% Aktien
Meridian Wealth Advisors, LLC $1.762.444 85.722 0,22% Aktien
Calamos Wealth Management LLC $1.750.883 85.160 0,22% Aktien
Private Advisor Group, LLC $1.743.452 84.798 0,22% Aktien
LAKE STREET PRIVATE WEALTH, LLC $1.734.195 84.348 0,22% Aktien
Arax Advisory Partners $1.655.646 80.528 0,21% Aktien
CAPTRUST FINANCIAL ADVISORS $1.650.390 80.272 0,21% Aktien
OPPENHEIMER & CO INC $1.485.583 72.256 0,19% Aktien
Snowden Capital Advisors LLC $1.471.859 71.588 0,18% Aktien
Beacon Pointe Advisors, LLC $1.469.036 71.451 0,18% Aktien
FIFTH THIRD BANCORP $1.346.043 65.469 0,17% Aktien
PNC Financial Services Group, Inc. $1.345.136 65.425 0,17% Aktien
COMERICA BANK $1.273.670 66.337 0,16% Aktien
Mesirow Financial Investment Management, Inc. $1.257.375 61.156 0,16% Aktien
CENTRAL TRUST Co $1.213.206 59.008 0,15% Aktien
HARBOUR INVESTMENTS, INC. $1.184.580 57.616 0,15% Aktien
NewEdge Advisors, LLC $1.184.260 57.600 0,15% Aktien
Invesco Ltd. $1.116.634 54.311 0,14% Aktien
Dakota Wealth Management $1.111.310 54.052 0,14% Aktien
PFG Investments, LLC $976.441 47.492 0,12% Aktien
U.S. Capital Wealth Advisors, LLC $929.821 54.312 0,12% Aktien
David J Yvars Group $923.797 45.208 0,12% Aktien
Concurrent Investment Advisors, LLC $911.731 44.345 0,11% Aktien
Waverly Advisors, LLC $876.938 42.653 0,11% Aktien
Western Wealth Management, LLC $797.938 38.810 0,10% Aktien
Palogic Value Management, L.P. $797.728 38.800 0,10% Aktien
Brookstone Capital Management $794.815 38.658 0,10% Aktien
Good Life Advisors, LLC $753.075 41.287 0,09% Aktien
TrueMark Investments, LLC $733.272 35.665 0,09% Aktien
PW Nova Financial Services LLC $729.563 35.485 0,09% Aktien
Aptus Capital Advisors, LLC $711.602 34.611 0,09% Aktien
Quad-Cities Investment Group, LLC $685.400 33.337 0,09% Aktien
QTR Family Wealth, LLC $666.302 32.408 0,08% Aktien
NWF Advisory Services Inc. $664.787 32.334 0,08% Aktien
Waterloo Capital, L.P. $660.428 32.122 0,08% Aktien
GOLDMAN SACHS GROUP INC $658.578 32.032 0,08% Aktien
MGB Wealth Management, LLC $655.516 34.141 0,08% Aktien
XTX Topco Ltd $650.087 31.619 0,08% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $644.946 31.007 0,08% Aktien
Pathstone Holdings, LLC $634.996 30.885 0,08% Aktien
Advisory Advocates, LLC $628.601 30.574 0,08% Aktien
Integrated Wealth Concepts LLC $611.339 29.734 0,08% Aktien
D.A. DAVIDSON & CO. $602.442 29.301 0,08% Aktien
Summit Financial, LLC $600.972 29.230 0,08% Aktien
Wealthcare Advisory Partners LLC $599.653 29.166 0,08% Aktien
Gryphon Financial Partners LLC $595.870 28.982 0,07% Aktien
Kovack Advisors, Inc. $593.214 28.768 0,07% Aktien
Mezzasalma Advisors, LLC $551.015 26.800 0,07% Aktien
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $548.181 26.662 0,07% Aktien
LOWE BROCKENBROUGH & CO INC $547.657 26.637 0,07% Aktien
MGO ONE SEVEN LLC $529.312 25.745 0,07% Aktien
WCG Wealth Advisors LLC $528.146 25.688 0,07% Aktien
Baird Financial Group, Inc. $511.492 24.878 0,06% Aktien
JANE STREET GROUP, LLC $509.374 24.775 0,06% Aktien
DOLIVER ADVISORS, LP $495.151 24.284 0,06% Aktien
Creative Planning $492.634 23.961 0,06% Aktien
Fairman Group, LLC $484.579 23.569 0,06% Aktien
GUARDIAN WEALTH ADVISORS, LLC / NC $469.215 22.822 0,06% Aktien
Uniting Wealth Partners, LLC $462.983 22.519 0,06% Aktien
Caprock Group, LLC $447.620 21.771 0,06% Aktien
Game Plan Financial Advisors, LLC $442.040 21.500 0,06% Aktien
ELCO Management Co., LLC $434.289 21.123 0,05% Aktien
WealthTrust Axiom LLC $432.031 21.013 0,05% Aktien
Litman Gregory Wealth Management LLC $432.000 22.500 0,05% Aktien
SMITH, MOORE & CO. $419.424 20.400 0,05% Aktien
MOSAIC FAMILY WEALTH PARTNERS, LLC $411.290 20.004 0,05% Aktien
Coquina Private Wealth LLC $407.795 19.834 0,05% Aktien
IHT Wealth Management, LLC $394.552 19.190 0,05% Aktien
Dana Investment Advisors, Inc. $386.261 18.787 0,05% Aktien
San Luis Wealth Advisors LLC $383.417 18.649 0,05% Aktien
Empower Advisory Group, LLC $378.489 18.409 0,05% Aktien
Strategies Wealth Advisors, LLC $369.299 17.962 0,05% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $358.085 17.417 0,04% Aktien
Modern Wealth Management, LLC $345.408 16.800 0,04% Aktien
Sequoia Financial Advisors, LLC $343.229 16.694 0,04% Aktien
EverSource Wealth Advisors, LLC $340.782 16.575 0,04% Aktien
STEPHENS INC /AR/ $336.485 16.366 0,04% Aktien
Live Oak Private Wealth LLC $332.640 16.179 0,04% Aktien
SMH CAPITAL ADVISORS INC $313.545 15.250 0,04% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $310.812 15.066 0,04% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $310.189 15.087 0,04% Aktien
NICOLET BANKSHARES INC $309.817 14.967 0,04% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $308.768 15.018 0,04% Aktien
Cresset Asset Management, LLC $308.400 15.000 0,04% Aktien
Institute for Wealth Management, LLC. $304.988 14.834 0,04% Aktien
JPMORGAN CHASE & CO $303.525 14.959 0,04% Aktien
XML Financial, LLC $301.780 14.678 0,04% Aktien
Corient Private Wealth LP $299.601 14.572 0,04% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $298.922 14.539 0,04% Aktien
Stratos Investment Management, LLC $298.208 14.504 0,04% Aktien
Chicago Partners Investment Group LLC $294.184 14.614 0,04% Aktien
Dynamic Advisor Solutions LLC $293.499 14.275 0,04% Aktien
Lantz Financial LLC $287.840 14.000 0,04% Aktien
AQR CAPITAL MANAGEMENT LLC $287.429 13.980 0,04% Aktien
EP Wealth Advisors, LLC $284.905 13.857 0,04% Aktien
CALTON & ASSOCIATES, INC. $280.785 13.657 0,04% Aktien
Closed-End Fund Advisors, Inc. $278.300 13.536 0,03% Aktien
Kellett Wealth Advisors, LLC $277.087 13.477 0,03% Aktien
ELEVATION POINT WEALTH PARTNERS, LLC $275.504 13.400 0,03% Aktien
Vestmark Advisory Solutions, Inc. $275.504 13.400 0,03% Aktien
Bay Capital Advisors, LLC $275.072 13.379 0,03% Aktien
INSIGNEO ADVISORY SERVICES, LLC $270.857 13.174 0,03% Aktien
TFG Advisers LLC $267.944 14.690 0,03% Aktien
MML INVESTORS SERVICES, LLC $267.754 13.023 0,03% Aktien
Signal Advisors Wealth, LLC $264.916 12.885 0,03% Aktien
LaSalle St. Investment Advisors, LLC $256.270 12.464 0,03% Aktien
Farther Finance Advisors, LLC $255.217 12.413 0,03% Aktien
Prospera Financial Services Inc $254.246 12.361 0,03% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $254.080 12.358 0,03% Aktien
Founders Financial Alliance, LLC $249.777 12.149 0,03% Aktien
BENJAMIN EDWARDS INC $248.166 12.070 0,03% Aktien
Ashton Thomas Private Wealth, LLC $245.898 11.960 0,03% Aktien
Private Wealth Group, LLC $234.466 11.404 0,03% Aktien
MAI Capital Management $234.179 11.390 0,03% Aktien
Cerity Partners LLC $230.943 11.233 0,03% Aktien
Ameritas Advisory Services, LLC $229.347 11.155 0,03% Aktien
NEUBERGER BERMAN GROUP LLC $228.956 11.136 0,03% Aktien
Lokken Investment Group LLC $227.853 11.812 0,03% Aktien
MOSELEY INVESTMENT MANAGEMENT INC $227.268 13.275 0,03% Aktien
CPC Advisors, LLC $224.415 10.915 0,03% Aktien
MERCER GLOBAL ADVISORS INC /ADV $223.592 10.875 0,03% Aktien
Atria Wealth Solutions, Inc. $222.054 12.174 0,03% Aktien
49 WEALTH MANAGEMENT, LLC $221.925 10.794 0,03% Aktien
Azimuth Capital Investment Management LLC $220.527 10.726 0,03% Aktien
M&T Bank Corp $219.889 10.695 0,03% Aktien
Continuum Advisory, LLC $213.968 10.407 0,03% Aktien
SP Asset Management LLC $208.099 10.122 0,03% Aktien
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $206.895 10.063 0,03% Aktien
PRIVATE TRUST CO NA $202.738 9.861 0,03% Aktien
IFG Advisory, LLC $202.086 9.829 0,03% Aktien
PlanVest Financial, Inc $198.877 9.673 0,02% Aktien
LANARK FINANCIAL, INC. $195.841 9.525 0,02% Aktien
IFP Advisors, Inc $170.093 8.273 0,02% Aktien
AdvisorNet Financial, Inc $161.807 7.870 0,02% Aktien
HALBERT HARGROVE GLOBAL ADVISORS, LLC $161.129 7.837 0,02% Aktien
Global Retirement Partners, LLC $132.108 6.425 0,02% Aktien
HUNTINGTON NATIONAL BANK $131.091 6.376 0,02% Aktien
BARRETT & COMPANY, INC. $128.479 6.249 0,02% Aktien
CWM, LLC $127.365 7.440 0,02% Aktien
Nova Wealth Management, Inc. $115.795 5.632 0,01% Aktien
DELTA ASSET MANAGEMENT LLC/TN $104.959 5.105 0,01% Aktien
Keating Financial Advisory Services, Inc. $104.507 5.083 0,01% Aktien
ROTHSCHILD INVESTMENT LLC $102.800 5.000 0,01% Aktien
Atlantic Union Bankshares Corp $91.122 4.432 0,01% Aktien
FWL INVESTMENT MANAGEMENT, LLC $72.988 3.550 0,01% Aktien
CoreCap Advisors, LLC $71.960 3.500 0,01% Aktien
Parallel Advisors, LLC $70.797 3.443 0,01% Aktien
Allworth Financial LP $66.409 3.230 0,01% Aktien
EASTERN BANK $62.914 3.060 0,01% Aktien
Truvestments Capital LLC $55.157 2.683 0,01% Aktien
Smartleaf Asset Management LLC $50.779 2.502 0,01% Aktien
Dunhill Financial, LLC $49.919 2.428 0,01% Aktien
Asset Dedication, LLC $49.344 2.400 0,01% Aktien
N.E.W. Advisory Services LLC $45.547 2.215 0,01% Aktien
BARTLETT & CO. WEALTH MANAGEMENT LLC $43.423 2.112 0,01% Aktien
ASSETMARK, INC $43.136 2.098 0,01% Aktien
US BANCORP \DE\ $39.825 1.937 0,01% Aktien
Westside Investment Management, Inc. $36.062 1.754 0,00% Aktien
Pacific Center for Financial Services $34.788 1.692 0,00% Aktien
WOLFF WIESE MAGANA LLC $34.747 1.690 0,00% Aktien
Kilter Group LLC $30.840 1.500 0,00% Aktien
Lindbrook Capital, LLC $29.901 1.848 0,00% Aktien
ORG Partners LLC $28.800 1.500 0,00% Aktien
Princeton Global Asset Management LLC $24.672 1.200 0,00% Aktien
First Pacific Financial $24.135 1.174 0,00% Aktien
Geneos Wealth Management Inc. $22.822 1.110 0,00% Aktien
Quent Capital, LLC $21.115 1.027 0,00% Aktien
Fortis Group Advisors, LLC $20.560 1.000 0,00% Aktien
Hilton Head Capital Partners, LLC $18.504 900 0,00% Aktien
ARMSTRONG ADVISORY GROUP, INC $17.753 863 0,00% Aktien
Private Wealth Asset Management, LLC $15.420 750 0,00% Aktien
Salomon & Ludwin, LLC $14.152 686 0,00% Aktien
Financial Network Wealth Advisors LLC $10.691 520 0,00% Aktien
Fairscale Capital, LLC $10.280 500 0,00% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9.587 560 0,00% Aktien
AMERIFLEX GROUP, INC. $9.252 450 0,00% Aktien
EVOLUTION WEALTH MANAGEMENT INC. $8.430 410 0,00% Aktien
CGC Financial Services, LLC $8.245 401 0,00% Aktien
North Star Investment Management Corp. $8.224 400 0,00% Aktien
Ares Financial Consulting, LLC $5.269 256 0,00% Aktien
Key Financial Inc $5.140 250 0,00% Aktien
Janney Montgomery Scott LLC $4.877 237.208 0,00% Aktien
City State Bank $4.112 200 0,00% Aktien
SOA Wealth Advisors, LLC. $3.819 186 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $3.375 164.163 0,00% Aktien
Providence Capital Advisors, LLC $2.879 140 0,00% Aktien
WEDBUSH SECURITIES INC $397 19.287 0,00% Aktien
Tidemark, LLC $350 17 0,00% Aktien
CX Institutional $53 2.586 0,00% Aktien
Farmers & Merchants Trust Co of Chambersburg PA $19 940 0,00% Aktien
Russell Investments Group, Ltd. $4 0 0,00% Aktien