EVUS — Institutionelle Eigentümer (13F)

133 Einreicher · $305.4M 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
ENVESTNET ASSET MANAGEMENT INC $107.159.544 3.052.109 35,09% Aktien
JPMORGAN CHASE & CO $51.105.537 1.453.690 16,73% Aktien
LPL Financial LLC $29.908.742 851.858 9,79% Aktien
Envestnet Portfolio Solutions, Inc. $20.663.517 588.537 6,77% Aktien
Lido Advisors, LLC $9.415.397 268.168 3,08% Aktien
Cetera Investment Advisers $7.033.098 200.317 2,30% Aktien
MML INVESTORS SERVICES, LLC $5.625.979 160.239 1,84% Aktien
CWM, LLC $4.988.183 156.705 1,63% Aktien
eCIO, Inc. $4.751.993 135.346 1,56% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $2.819.490 80.304 0,92% Aktien
ASSETMARK, INC $2.636.269 75.086 0,86% Aktien
Archer Investment Management, LLC $2.576.340 73.379 0,84% Aktien
GeoWealth Management, LLC $2.471.167 70.384 0,81% Aktien
ROYAL BANK OF CANADA $2.446.000 69.669 0,80% Aktien
Creative Planning $2.391.252 68.107 0,78% Aktien
SageView Advisory Group, LLC $2.378.789 67.752 0,78% Aktien
Avise Financial Cooperative, Inc. $2.193.053 62.462 0,72% Aktien
Perigon Wealth Management, LLC $1.814.713 51.686 0,59% Aktien
One Wealth Advisors, LLC $1.708.312 48.656 0,56% Aktien
Affiance Financial, LLC $1.472.408 41.937 0,48% Aktien
Merit Financial Group, LLC $1.416.192 40.336 0,46% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1.408.688 40.110 0,46% Aktien
Horst & Graben Wealth Management LLC $1.401.506 39.669 0,46% Aktien
OneDigital Investment Advisors LLC $1.332.413 37.950 0,44% Aktien
Sharkey, Howes & Javer $1.324.085 37.712 0,43% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.318.275 37.547 0,43% Aktien
Bank of New York Mellon Corp $1.259.703 35.879 0,41% Aktien
Orion Porfolio Solutions, LLC $1.255.333 35.754 0,41% Aktien
SigFig Wealth Management, LLC $1.143.226 32.519 0,37% Aktien
Focus Partners Advisor Solutions, LLC $1.105.228 31.479 0,36% Aktien
Davis Wealth Advisors, LLC $1.098.657 31.291 0,36% Aktien
CITADEL ADVISORS LLC $999.406 28.465 0,33% Aktien
Steward Partners Investment Advisory, LLC $902.327 25.700 0,30% Aktien
HighTower Advisors, LLC $844.808 24.062 0,28% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $772.935 21.624 0,25% Aktien
RAYMOND JAMES FINANCIAL INC $723.793 20.615 0,24% Aktien
Farther Finance Advisors, LLC $677.326 19.292 0,22% Aktien
MGO ONE SEVEN LLC $667.449 19.010 0,22% Aktien
LexAurum Advisors, LLC $664.703 18.932 0,22% Aktien
OpenArc Corporate Advisory, LLC $633.665 18.048 0,21% Aktien
Cerity Partners LLC $629.557 17.931 0,21% Aktien
Gerber Kawasaki Wealth & Investment Management $622.051 17.717 0,20% Aktien
Austin Private Wealth, LLC $621.384 19.394 0,20% Aktien
Advisory Services Network, LLC $600.060 17.091 0,20% Aktien
RFG Advisory, LLC $583.617 16.623 0,19% Aktien
SAGESPRING WEALTH PARTNERS, LLC $576.688 16.425 0,19% Aktien
MERCER GLOBAL ADVISORS INC /ADV $551.367 15.704 0,18% Aktien
Regal Investment Advisors LLC $533.216 15.187 0,17% Aktien
Integrated Wealth Concepts LLC $493.049 14.043 0,16% Aktien
&PARTNERS $479.912 13.669 0,16% Aktien
Concurrent Investment Advisors, LLC $451.585 12.862 0,15% Aktien
Snowden Capital Advisors LLC $444.738 12.667 0,15% Aktien
Cassaday & Co Wealth Management LLC $441.193 12.566 0,14% Aktien
ONE WEALTH CAPITAL MANAGEMENT, LLC $427.745 12.183 0,14% Aktien
OSAIC HOLDINGS, INC. $423.786 12.068 0,14% Aktien
Keystone Financial Services $418.933 11.932 0,14% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $403.533 11.493 0,13% Aktien
EverSource Wealth Advisors, LLC $398.508 11.350 0,13% Aktien
Lifelong Wealth Advisors, Inc. $380.136 10.827 0,12% Aktien
World Investment Advisors $378.160 11.880 0,12% Aktien
WEALTH ALLIANCE, LLC $365.733 10.417 0,12% Aktien
Gateway Wealth Partners, LLC $347.903 9.909 0,11% Aktien
LifePlan Investment Advisors, Inc. $346.641 9.873 0,11% Aktien
THEORY FINANCIAL LLC $330.315 9.408 0,11% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $323.362 9.030 0,11% Aktien
Diversify Advisory Services, LLC $323.362 9.030 0,11% Aktien
RCS Financial Planning, LLC $314.726 8.964 0,10% Aktien
Navigation Group, LLC $310.948 8.856 0,10% Aktien
MA Private Wealth $306.019 8.716 0,10% Aktien
EQ LLC $287.537 8.190 0,09% Aktien
Cornerstone Planning Group LLC $286.979 8.068 0,09% Aktien
Savvy Advisors, Inc. $282.831 8.056 0,09% Aktien
Pathstone Holdings, LLC $278.177 7.923 0,09% Aktien
Ashton Thomas Private Wealth, LLC $270.423 7.702 0,09% Aktien
Charter Oak Capital Management, LLC $248.096 7.794 0,08% Aktien
TRUIST FINANCIAL CORP $230.286 6.559 0,08% Aktien
Traveka Wealth, LLC $227.759 6.487 0,07% Aktien
Oregon Pacific Wealth Management, LLC $226.495 6.451 0,07% Aktien
Focus Financial Network, Inc. $220.577 6.282 0,07% Aktien
MJP ASSOCIATES INC /ADV $218.856 6.233 0,07% Aktien
Advisor OS, LLC $218.856 6.233 0,07% Aktien
WEALTHGARDEN F.S. LLC $214.832 6.119 0,07% Aktien
AE Wealth Management LLC $212.853 6.062 0,07% Aktien
CreativeOne Wealth, LLC $206.285 5.875 0,07% Aktien
Trilogy Capital Inc. $202.690 5.773 0,07% Aktien
Cypress Wealth Services, LLC $202.479 5.767 0,07% Aktien
Bison Wealth, LLC $200.188 5.625 0,07% Aktien
Gen-Wealth Partners Inc $199.355 5.678 0,07% Aktien
Transamerica Financial Advisors, LLC $109.512 3.119 0,04% Aktien
Tower Research Capital LLC (TRC) $108.981 3.104 0,04% Aktien
Larson Financial Group LLC $108.911 3.102 0,04% Aktien
HARBOUR INVESTMENTS, INC. $107.191 3.053 0,04% Aktien
Addison Advisors LLC $106.910 3.045 0,04% Aktien
COMERICA BANK $83.432 2.604 0,03% Aktien
Global Retirement Partners, LLC $81.939 2.334 0,03% Aktien
FIFTH THIRD BANCORP $77.207 2.199 0,03% Aktien
JFS WEALTH ADVISORS, LLC $76.205 2.394 0,02% Aktien
Founders Financial Alliance, LLC $65.234 1.858 0,02% Aktien
CoreCap Advisors, LLC $60.802 1.737 0,02% Aktien
StrongBox Wealth, LLC $59.652 1.699 0,02% Aktien
Physician Wealth Advisors, Inc. $59.264 1.688 0,02% Aktien
Continuum Advisory, LLC $46.099 1.313 0,02% Aktien
BlackRock, Inc. $45.959 1.309 0,02% Aktien
UBS Group AG $44.871 1.278 0,01% Aktien
FMR LLC $42.477 1.210 0,01% Aktien
SOA Wealth Advisors, LLC. $37.401 1.065 0,01% Aktien
PNC Financial Services Group, Inc. $30.760 876 0,01% Aktien
Parallel Advisors, LLC $26.227 747 0,01% Aktien
Rossby Financial, LCC $25.273 720 0,01% Aktien
EFG International AG $22.962 654 0,01% Aktien
Aptus Capital Advisors, LLC $21.803 621 0,01% Aktien
IFG Advisory, LLC $16.712 476 0,01% Aktien
Buck Wealth Strategies, LLC $16.703 476 0,01% Aktien
First Bancorp, Inc /ME/ $15.659 446 0,01% Aktien
NBT BANK, N.A. $15.378 438 0,01% Aktien
Godfrey Financial Associates, Inc. $14.255 406 0,00% Aktien
MATHER GROUP, LLC. $12.113 345 0,00% Aktien
Oakmont Advisory Group, LLC $12.090 344 0,00% Aktien
WealthShield Partners, LLC $11.692 333 0,00% Aktien
WELLS FARGO & COMPANY/MN $11.586 330 0,00% Aktien
PARK AVENUE SECURITIES LLC $10.211 290.840 0,00% Aktien
Kilter Group LLC $10.042 286 0,00% Aktien
Commonwealth Retirement Investments LLC $5.372 153 0,00% Aktien
JONES FINANCIAL COMPANIES LLLP $5.252 149 0,00% Aktien
IFP Advisors, Inc $4.915 140 0,00% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3.476 99 0,00% Aktien
Janney Montgomery Scott LLC $3.329 94.809 0,00% Aktien
Sunbelt Securities, Inc. $3.310 104 0,00% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $3.195 91 0,00% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2.668 76 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.460 41.596 0,00% Aktien
Key Capital Management, INC $1.440 41 0,00% Aktien
Capital Analysts, LLC $259 7.390 0,00% Aktien