IBTO — Institutionelle Eigentümer (13F)

89 Einreicher · $317.0M 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
GLOBALT Investments LLC / GA $57.086.555 2.365.635 18,01% Aktien
Atlantic Union Bankshares Corp $43.762.318 1.813.486 13,81% Aktien
Krilogy Financial LLC $29.114.980 1.206.508 9,19% Aktien
MORGAN STANLEY $25.417.412 1.053.283 8,02% Aktien
CHATHAM CAPITAL GROUP, INC. $16.921.540 701.220 5,34% Aktien
CONFLUENCE INVESTMENT MANAGEMENT LLC $16.226.045 705.787 5,12% Aktien
ENVESTNET ASSET MANAGEMENT INC $15.806.771 655.024 4,99% Aktien
Cetera Investment Advisers $9.997.877 414.307 3,15% Aktien
AMERIPRISE FINANCIAL INC $8.612.103 357.210 2,72% Aktien
Headland Capital, LLC $8.107.384 335.965 2,56% Aktien
WELLS FARGO & COMPANY/MN $7.896.318 327.219 2,49% Aktien
HighTower Advisors, LLC $7.686.139 318.509 2,42% Aktien
Probity Advisors, Inc. $5.885.974 243.911 1,86% Aktien
UBS Group AG $4.332.466 179.532 1,37% Aktien
Accretive Wealth Partners, LLC $4.140.114 171.564 1,31% Aktien
TRUIST FINANCIAL CORP $4.065.990 168.492 1,28% Aktien
MERCER GLOBAL ADVISORS INC /ADV $3.775.288 156.446 1,19% Aktien
BANK OF AMERICA CORP /DE/ $3.744.165 155.157 1,18% Aktien
ROYAL BANK OF CANADA $3.239.000 134.229 1,02% Aktien
STIFEL FINANCIAL CORP $3.008.484 124.670 0,95% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2.762.334 114.527 0,87% Aktien
FAGAN ASSOCIATES, INC. $2.355.896 97.627 0,74% Aktien
SEI INVESTMENTS CO $2.354.641 97.575 0,74% Aktien
RAYMOND JAMES FINANCIAL INC $2.193.345 90.891 0,69% Aktien
Snowden Capital Advisors LLC $2.051.838 85.027 0,65% Aktien
MCF Advisors LLC $2.008.030 77.997 0,63% Aktien
Pinnacle Financial Partners, Inc. $1.683.841 69.777 0,53% Aktien
SYNOVUS FINANCIAL CORP $1.603.933 65.061 0,51% Aktien
Stockman Wealth Management, Inc. $1.388.798 57.551 0,44% Aktien
L2 Asset Management, LLC $1.336.024 55.364 0,42% Aktien
LPL Financial LLC $1.227.898 50.883 0,39% Aktien
Lido Advisors, LLC $1.211.745 50.214 0,38% Aktien
Exchange Capital Management, Inc. $1.204.692 49.151 0,38% Aktien
JANE STREET GROUP, LLC $924.795 38.323 0,29% Aktien
CWM, LLC $849.546 34.832 0,27% Aktien
Mechanics Bank Trust Department $839.055 34.770 0,26% Aktien
BENJAMIN EDWARDS INC $729.168 30.217 0,23% Aktien
Reliant Wealth Planning $689.898 28.589 0,22% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $661.000 27.391 0,21% Aktien
Greater Midwest Financial Group, LLC $575.690 23.856 0,18% Aktien
Simplicity Wealth,LLC $506.216 20.977 0,16% Aktien
PFG Advisors $504.948 20.925 0,16% Aktien
Financial Engines Advisors L.L.C. $468.756 19.425 0,15% Aktien
Kestra Advisory Services, LLC $459.890 19.058 0,15% Aktien
Visionary Wealth Advisors $455.991 18.896 0,14% Aktien
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $436.155 18.074 0,14% Aktien
AQR CAPITAL MANAGEMENT LLC $430.170 17.826 0,14% Aktien
JPL Wealth Management, LLC $412.027 17.074 0,13% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $406.907 16.862 0,13% Aktien
Jacobi Capital Management LLC $397.073 16.454 0,13% Aktien
JIM SAULNIER & ASSOCIATES, LLC $375.287 15.552 0,12% Aktien
CAPTRUST FINANCIAL ADVISORS $367.259 15.219 0,12% Aktien
LEAVELL INVESTMENT MANAGEMENT, INC. $344.479 14.275 0,11% Aktien
Single Point Partners, LLC $331.037 13.718 0,10% Aktien
Keeler Thomas Management LLC $311.186 12.895 0,10% Aktien
Jaffetilchin Investment Partners, LLC $278.458 11.417 0,09% Aktien
Integrated Wealth Concepts LLC $277.070 11.482 0,09% Aktien
IFP Advisors, Inc $252.923 10.481 0,08% Aktien
SIGNATUREFD, LLC $251.403 10.418 0,08% Aktien
Vestmark Advisory Solutions, Inc. $230.511 9.552 0,07% Aktien
Guidance Point Advisors, LLC $216.243 8.961 0,07% Aktien
Private Advisor Group, LLC $215.254 8.920 0,07% Aktien
JAMES INVESTMENT RESEARCH, INC. $205.720 8.525 0,06% Aktien
COLDSTREAM CAPITAL MANAGEMENT INC $203.189 8.420 0,06% Aktien
Physician Wealth Advisors, Inc. $182.835 7.577 0,06% Aktien
Asset Dedication, LLC $123.482 5.117 0,04% Aktien
OSAIC HOLDINGS, INC. $119.507 4.952 0,04% Aktien
HARBOUR INVESTMENTS, INC. $109.630 4.543 0,03% Aktien
FIFTH THIRD BANCORP $88.370 3.662 0,03% Aktien
FIDUCIARY FINANCIAL ADVISORS $83.614 3.464 0,03% Aktien
CNB Bank $81.444 3.375 0,03% Aktien
Atlantic Private Wealth, LLC $72.593 3.008 0,02% Aktien
COMERICA BANK $50.878 2.072 0,02% Aktien
Spectrum Wealth Counsel, LLC $49.801 2.041 0,02% Aktien
Cherry Tree Wealth Management, LLC $38.804 1.608 0,01% Aktien
CENTRAL TRUST Co $34.436 1.427 0,01% Aktien
Rockefeller Capital Management L.P. $33.401 1.384 0,01% Aktien
Hyposwiss Advisors SA $27.027 1.120 0,01% Aktien
Noble Wealth Management PBC $18.392 800 0,01% Aktien
Federation des caisses Desjardins du Quebec $15.107 626 0,00% Aktien
CoreCap Advisors, LLC $11.680 484 0,00% Aktien
LOGAN CAPITAL MANAGEMENT INC $6.753 280 0,00% Aktien
AE Wealth Management LLC $5.912 245 0,00% Aktien
ASSETMARK, INC $5.164 214 0,00% Aktien
THOROUGHBRED FINANCIAL SERVICES, LLC $2.350 97.386 0,00% Aktien
BOSTON FAMILY OFFICE LLC $1.698 70.359 0,00% Aktien
Janney Montgomery Scott LLC $1.654 68.546 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $385 15.942 0,00% Aktien
First PREMIER Bank $5 195 0,00% Aktien