IBMT — Institutionelle Eigentümer (13F)

74 Einreicher · $99.9M 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
HighTower Advisors, LLC $16.715.863 647.902 16,74% Aktien
MERCER GLOBAL ADVISORS INC /ADV $12.345.223 478.497 12,36% Aktien
Vishria Bird Financial Group, LLC $10.567.888 408.263 10,58% Aktien
US BANCORP \DE\ $5.804.923 224.997 5,81% Aktien
BANK OF AMERICA CORP /DE/ $4.058.315 157.299 4,06% Aktien
Praetorian Wealth Management, Inc. $3.653.538 141.610 3,66% Aktien
LBMC INVESTMENT ADVISORS, LLC $3.408.180 132.100 3,41% Aktien
Hills Bank & Trust Co $2.894.528 112.191 2,90% Aktien
Quantum Financial Advisors, LLC $2.674.547 103.665 2,68% Aktien
Focus Partners Wealth $2.602.059 100.855 2,61% Aktien
COLDSTREAM CAPITAL MANAGEMENT INC $2.512.920 97.400 2,52% Aktien
ASSETMARK, INC $2.133.608 82.698 2,14% Aktien
Ellis Investment Partners, LLC $1.839.383 71.293 1,84% Aktien
ROYAL BANK OF CANADA $1.478.000 57.275 1,48% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $1.200.830 46.544 1,20% Aktien
Kestra Advisory Services, LLC $1.186.195 45.977 1,19% Aktien
NewEdge Advisors, LLC $1.040.616 40.334 1,04% Aktien
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1.034.090 40.081 1,04% Aktien
GC Wealth Management RIA, LLC $1.015.540 39.362 1,02% Aktien
CENTRAL TRUST Co $985.741 38.207 0,99% Aktien
SPINNAKER TRUST $945.080 36.631 0,95% Aktien
Jacobi Capital Management LLC $944.744 36.618 0,95% Aktien
Curbstone Financial Management Corp $940.410 36.450 0,94% Aktien
Atlantic Union Bankshares Corp $934.553 36.223 0,94% Aktien
UBS Group AG $844.253 32.723 0,85% Aktien
Cyndeo Wealth Partners, LLC $827.699 32.081 0,83% Aktien
Valmark Advisers, Inc. $803.515 31.144 0,80% Aktien
GOLDMAN SACHS GROUP INC $790.925 30.656 0,79% Aktien
CWM, LLC $731.635 28.505 0,73% Aktien
LEAVELL INVESTMENT MANAGEMENT, INC. $710.274 27.530 0,71% Aktien
IFP Advisors, Inc $643.916 24.958 0,64% Aktien
LPL Financial LLC $635.934 24.649 0,64% Aktien
DROMS STRAUSS ADVISORS INC /MO/ /ADV $628.230 24.350 0,63% Aktien
Sanctuary Advisors, LLC $613.747 23.789 0,61% Aktien
STIFEL FINANCIAL CORP $584.036 22.637 0,58% Aktien
Godshalk Welsh Capital Management, Inc. $541.800 21.000 0,54% Aktien
Rossmore Private Capital $527.713 20.454 0,53% Aktien
Paradigm, Strategies in Wealth Management, LLC $513.575 19.906 0,51% Aktien
Aspen Wealth Management LLC $502.403 19.473 0,50% Aktien
Newman Dignan & Sheerar, Inc. $490.333 19.005 0,49% Aktien
Beacon Pointe Advisors, LLC $443.521 17.191 0,44% Aktien
RAYMOND JAMES FINANCIAL INC $440.303 17.066 0,44% Aktien
Parallel Advisors, LLC $402.480 15.600 0,40% Aktien
SIGMA INVESTMENT COUNSELORS INC $375.507 14.630 0,38% Aktien
HOWLAND CAPITAL MANAGEMENT LLC $370.488 14.360 0,37% Aktien
Balefire, LLC $335.323 12.997 0,34% Aktien
IFG Advisory, LLC $306.211 11.869 0,31% Aktien
Syntegra Private Wealth Group, LLC $299.048 11.591 0,30% Aktien
Pacific Excel Wealth Advisors, Inc. $281.813 10.923 0,28% Aktien
Heritage Family Offices, LLP $281.813 10.923 0,28% Aktien
SCHMIDT P J INVESTMENT MANAGEMENT INC $279.672 10.840 0,28% Aktien
Sterling Investment Advisors, Ltd. $277.995 10.775 0,28% Aktien
MEMBERS WEALTH LLC $254.568 9.867 0,25% Aktien
Capital Investment Advisors, LLC $253.032 9.807 0,25% Aktien
Cornell Pochily Investment Advisors, Inc. $232.071 8.995 0,23% Aktien
Archford Capital Strategies, LLC $220.384 8.542 0,22% Aktien
Cetera Investment Advisers $214.217 8.303 0,21% Aktien
Carnegie Investment Counsel $206.400 8.000 0,21% Aktien
MORGAN STANLEY $187.927 7.284 0,19% Aktien
Addison Advisors LLC $130.806 5.070 0,13% Aktien
Crews Bank & Trust $109.650 4.250 0,11% Aktien
Princeton Global Asset Management LLC $100.104 3.880 0,10% Aktien
10Elms LLP $90.300 3.500 0,09% Aktien
HARBOUR INVESTMENTS, INC. $88.261 3.421 0,09% Aktien
Global Retirement Partners, LLC $81.760 3.169 0,08% Aktien
MidFirst Bank $79.206 3.070 0,08% Aktien
JPMORGAN CHASE & CO $47.067 1.825 0,05% Aktien
OSAIC HOLDINGS, INC. $41.280 1.600 0,04% Aktien
Sarver Vrooman Wealth Advisors $38.864 1.576 0,04% Aktien
ADIRONDACK TRUST CO $34.919 1.354 0,03% Aktien
BARRETT & COMPANY, INC. $25.800 1.000 0,03% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $18.266 708 0,02% Aktien
JONES FINANCIAL COMPANIES LLLP $12.163 472 0,01% Aktien
BlackRock, Inc. $1.677 65 0,00% Aktien