IDHQ — Institutionelle Eigentümer (13F)

132 Einreicher · $581.3M 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
LPL Financial LLC $84.327.987 1.929.261 14,51% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $58.651.607 1.341.835 10,09% Aktien
Cedar Wealth Management, LLC $36.298.639 830.442 6,24% Aktien
WCG Wealth Advisors LLC $36.174.517 827.604 6,22% Aktien
MORGAN STANLEY $29.827.108 682.386 5,13% Aktien
Berkeley, Inc $29.064.053 664.929 5,00% Aktien
Cetera Investment Advisers $22.714.580 519.665 3,91% Aktien
OSAIC HOLDINGS, INC. $22.523.896 515.296 3,87% Aktien
Chaney Capital Management, Inc. $18.003.581 411.887 3,10% Aktien
Integrated Capital Management, LLC $16.488.767 377.231 2,84% Aktien
Marks Group Wealth Management, Inc $14.101.589 322.617 2,43% Aktien
Elevated Financial Group LLC $11.427.018 261.428 1,97% Aktien
Heck Capital Advisors, LLC $11.152.463 315.309 1,92% Aktien
PRINCIPAL SECURITIES, INC. $10.679.402 244.324 1,84% Aktien
BOS Asset Management, LLC $10.464.515 239.408 1,80% Aktien
BANK OF AMERICA CORP /DE/ $10.217.475 233.756 1,76% Aktien
Concurrent Investment Advisors, LLC $10.087.338 230.779 1,74% Aktien
RAYMOND JAMES FINANCIAL INC $10.074.209 230.478 1,73% Aktien
Destiny Wealth Partners, LLC $9.524.055 217.494 1,64% Aktien
Well Done, LLC $8.974.188 205.312 1,54% Aktien
H D Vest Advisory Services $8.802.694 266.910 1,51% Aktien
Cornerstone Wealth Management, LLC $6.763.007 154.725 1,16% Aktien
STIFEL FINANCIAL CORP $6.418.977 146.855 1,10% Aktien
EP Wealth Advisors, LLC $6.197.379 141.784 1,07% Aktien
Opes Wealth Management LLC $4.939.173 139.643 0,85% Aktien
JONES FINANCIAL COMPANIES LLLP $4.842.068 113.106 0,83% Aktien
Falcon Wealth Planning $4.698.488 107.492 0,81% Aktien
ROYAL BANK OF CANADA $4.146.000 94.855 0,71% Aktien
LEAVELL INVESTMENT MANAGEMENT, INC. $4.081.656 93.380 0,70% Aktien
JPMORGAN CHASE & CO $3.944.274 90.548 0,68% Aktien
ENVESTNET ASSET MANAGEMENT INC $3.918.594 89.650 0,67% Aktien
TRUIST FINANCIAL CORP $3.389.929 77.555 0,58% Aktien
Legacy Wealth Partners, LLC $3.332.609 4.526 0,57% Aktien
Breakwater Capital Group $2.858.459 65.396 0,49% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $2.657.579 60.800 0,46% Aktien
JANE STREET GROUP, LLC $2.572.945 58.864 0,44% Aktien
Sanctuary Advisors, LLC $2.405.449 55.032 0,41% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $2.363.043 54.062 0,41% Aktien
Legacy Financial Advisors, Inc. $2.326.284 53.221 0,40% Aktien
1900 WEALTH MANAGEMENT LLC $1.956.173 44.753 0,34% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.864.712 42.916 0,32% Aktien
Steward Partners Investment Advisory, LLC $1.794.321 41.051 0,31% Aktien
NorthStar Asset Management LLC /NJ/ $1.658.426 37.942 0,29% Aktien
PERSPECTIVE WEALTH ADVISORS LLC $1.628.023 37.246 0,28% Aktien
Private Advisor Group, LLC $1.350.814 30.904 0,23% Aktien
INTERACTIVE FINANCIAL ADVISORS, INC. $1.225.603 28.039 0,21% Aktien
Octavia Wealth Advisors, LLC $1.212.166 27.732 0,21% Aktien
Lighthouse Wealth Management Inc. $1.087.243 24.874 0,19% Aktien
Align Financial, LLC $1.086.368 24.854 0,19% Aktien
Merit Financial Group, LLC $1.082.984 24.776 0,19% Aktien
OmniStar Financial Group, Inc. $963.906 22.052 0,17% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $932.705 21.338 0,16% Aktien
AMERICAN FINANCIAL & TAX STRATEGIES INC $907.463 20.761 0,16% Aktien
Meridian Financial Advisors, LLC $858.583 19.643 0,15% Aktien
Dentgroup LLC $833.861 23.723 0,14% Aktien
HighTower Advisors, LLC $775.611 17.744 0,13% Aktien
MAI Capital Management $747.970 17.112 0,13% Aktien
New Insight Wealth Advisors $747.747 17.107 0,13% Aktien
CIBC WORLD MARKET INC. $694.027 15.878 0,12% Aktien
MML INVESTORS SERVICES, LLC $657.039 15.032 0,11% Aktien
Cerity Partners LLC $647.957 14.814 0,11% Aktien
Equitable Holdings, Inc. $639.504 14.631 0,11% Aktien
KWB Wealth $582.824 16.581 0,10% Aktien
McKinley Carter Wealth Services, Inc. $562.548 12.870 0,10% Aktien
DAYMARK WEALTH PARTNERS, LLC $543.231 12.428 0,09% Aktien
MARSHALL WACE, LLP $534.399 12.226 0,09% Aktien
Madison Wealth Partners, Inc $527.424 12.066 0,09% Aktien
Paladin Advisory Group, LLC $521.941 11.941 0,09% Aktien
Cascades Capital Asset Management, LLC $469.098 10.732 0,08% Aktien
REGIONS FINANCIAL CORP $460.223 10.529 0,08% Aktien
Ballast Rock Private Wealth LLC $452.180 10.345 0,08% Aktien
Fifth Third Securities, Inc. $444.400 10.167 0,08% Aktien
Ullmann Wealth Partners Group, LLC $438.380 10.029 0,08% Aktien
Mariner, LLC $392.297 8.975 0,07% Aktien
Centerpoint Advisory Group $364.849 8.347 0,06% Aktien
Sterling Financial Planning, Inc. $354.426 8.109 0,06% Aktien
Maia Wealth LLC $342.512 7.836 0,06% Aktien
Edge Financial Advisors LLC $339.050 9.646 0,06% Aktien
Avise Financial Cooperative, Inc. $335.607 7.678 0,06% Aktien
Valued Retirements, Inc. $330.211 7.555 0,06% Aktien
FMR LLC $320.364 7.329 0,06% Aktien
MATAURO, LLC $306.342 7.009 0,05% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $295.476 6.760 0,05% Aktien
Orion Portfolio Solutions, LLC $282.664 9.441 0,05% Aktien
MEITAV INVESTMENT HOUSE LTD $282.663 6.487 0,05% Aktien
Delta Investment Management, LLC $278.564 6.373 0,05% Aktien
Secure Asset Management, LLC $268.164 6.135 0,05% Aktien
TBH Global Asset Management, LLC $257.018 5.880 0,04% Aktien
Dynamic Advisor Solutions LLC $253.000 5.788 0,04% Aktien
Cullen/Frost Bankers, Inc. $251.077 5.744 0,04% Aktien
Kestra Advisory Services, LLC $247.216 5.656 0,04% Aktien
HighPoint Advisor Group LLC $245.965 5.627 0,04% Aktien
Leo Wealth, LLC $223.312 6.314 0,04% Aktien
Chemistry Wealth Management LLC $221.828 5.075 0,04% Aktien
Gateway Wealth Partners, LLC $221.452 5.066 0,04% Aktien
True Wealth Design, LLC $208.410 4.768 0,04% Aktien
Sovran Advisors, LLC $207.057 4.772 0,04% Aktien
Csenge Advisory Group $204.694 4.683 0,04% Aktien
TCP Asset Management, LLC $203.164 4.648 0,03% Aktien
Financial Perspectives, Inc $184.456 4.220 0,03% Aktien
CoreCap Advisors, LLC $176.982 4.049 0,03% Aktien
Institute for Wealth Management, LLC. $171.038 3.913 0,03% Aktien
PRIVATE TRUST CO NA $166.273 3.804 0,03% Aktien
Farther Finance Advisors, LLC $159.407 3.653 0,03% Aktien
IMA Advisory Services, Inc. $144.790 3.313 0,02% Aktien
Medallion Wealth Advisors, LLC $142.492 1.254 0,02% Aktien
Parallel Advisors, LLC $114.433 2.618 0,02% Aktien
Global Retirement Partners, LLC $111.274 2.546 0,02% Aktien
Capital Investment Advisory Services, LLC $91.791 2.100 0,02% Aktien
Plante Moran Financial Advisors, LLC $55.958 1.280 0,01% Aktien
Front Row Advisors LLC $49.773 1.092 0,01% Aktien
FIFTH THIRD BANCORP $29.985 686 0,01% Aktien
HARBOUR INVESTMENTS, INC. $26.969 617 0,00% Aktien
COMERICA BANK $24.113 686 0,00% Aktien
Strive Financial Group ,LLC $23.472 537 0,00% Aktien
Glass Jacobson Investment Advisors llc $18.272 418 0,00% Aktien
PlanVest Financial, Inc $17.703 405 0,00% Aktien
Aptus Capital Advisors, LLC $12.982 297 0,00% Aktien
Pinnacle Wealth Planning Services, Inc. $7.212 165 0,00% Aktien
Thrivent Financial for Lutherans $7.014 160.463 0,00% Aktien
Geneos Wealth Management Inc. $6.775 155 0,00% Aktien
LOGAN CAPITAL MANAGEMENT INC $6.636 152 0,00% Aktien
SBI Securities Co., Ltd. $6.032 138 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $5.593 127.962 0,00% Aktien
C M BIDWELL & ASSOCIATES LTD $3.409 78 0,00% Aktien
Keating Financial Advisory Services, Inc. $2.797 64 0,00% Aktien
PNC Financial Services Group, Inc. $2.317 53 0,00% Aktien
CWM, LLC $1.556 44 0,00% Aktien
Sunbelt Securities, Inc. $1.309 37 0,00% Aktien
PARK AVENUE SECURITIES LLC $231 5.292 0,00% Aktien
Capital Advisors, Ltd. LLC $167 3.810 0,00% Aktien
WELLS FARGO & COMPANY/MN $34 1 0,00% Aktien