ILCV — Institutionelle Eigentümer (13F)

214 Einreicher · $807.4M 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
Steele Capital Management, Inc. $68.313.771 674.771 8,46% Aktien
BANK OF AMERICA CORP /DE/ $65.480.154 646.781 8,11% Aktien
RAYMOND JAMES FINANCIAL INC $48.510.146 479.160 6,01% Aktien
UBS Group AG $43.440.667 429.086 5,38% Aktien
LPL Financial LLC $40.981.531 404.796 5,08% Aktien
MORGAN STANLEY $34.509.715 340.870 4,27% Aktien
JPMORGAN CHASE & CO $31.214.002 308.139 3,87% Aktien
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $23.894.314 236.017 2,96% Aktien
ROYAL BANK OF CANADA $23.279.000 229.942 2,88% Aktien
AlphaCore Capital LLC $22.944.291 226.633 2,84% Aktien
SPC Financial, Inc. $22.134.886 245.889 2,74% Aktien
WELLS FARGO & COMPANY/MN $21.484.399 212.212 2,66% Aktien
Cetera Investment Advisers $19.684.551 194.434 2,44% Aktien
Northwest Wealth Advisors, LLC $17.509.621 172.952 2,17% Aktien
Kingsview Wealth Management, LLC $17.317.981 171.059 2,14% Aktien
Lauer Wealth, LLC $15.228.748 147.394 1,89% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $14.344.580 138.394 1,78% Aktien
AMERIPRISE FINANCIAL INC $12.323.990 121.730 1,53% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $12.143.605 119.949 1,50% Aktien
OSAIC HOLDINGS, INC. $12.046.781 118.911 1,49% Aktien
Corient Private Wealth LP $11.898.381 117.526 1,47% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $11.826.224 116.814 1,46% Aktien
H D Vest Advisory Services $11.339.694 135.984 1,40% Aktien
BARRETT & COMPANY, INC. $9.932.273 98.106 1,23% Aktien
KILEY JUERGENS WEALTH MANAGEMENT, LLC $8.960.581 88.508 1,11% Aktien
ABSOLUTE CAPITAL MANAGEMENT, LLC $8.494.036 83.900 1,05% Aktien
NorthStar Asset Management LLC /NJ/ $7.634.177 75.407 0,95% Aktien
Tandem Financial, LLC $6.710.888 66.287 0,83% Aktien
ENVESTNET ASSET MANAGEMENT INC $6.443.099 63.628 0,80% Aktien
MML INVESTORS SERVICES, LLC $6.070.005 59.957 0,75% Aktien
Sheridan Capital Management, LLC $5.610.721 55.420 0,69% Aktien
AssuredPartners Investment Advisors, LLC $5.430.100 53.636 0,67% Aktien
Strategic Blueprint, LLC $5.300.796 52.359 0,66% Aktien
Apex Wealth Management, LLC $5.202.859 51.391 0,64% Aktien
Sanctuary Advisors, LLC $4.489.667 44.347 0,56% Aktien
MATHER GROUP, LLC. $3.836.085 37.891 0,48% Aktien
Mariner, LLC $3.784.608 37.382 0,47% Aktien
OPPENHEIMER & CO INC $3.713.281 36.678 0,46% Aktien
Ipsen Advisor Group LLC $3.696.941 36.517 0,46% Aktien
Madison Wealth Partners, Inc $3.548.604 35.051 0,44% Aktien
Van Diest Capital, LLC $3.363.218 33.220 0,42% Aktien
Prime Capital Investment Advisors, LLC $3.342.721 33.018 0,41% Aktien
Dentgroup LLC $2.982.786 31.611 0,37% Aktien
Baird Financial Group, Inc. $2.414.878 23.853 0,30% Aktien
TWO SIGMA INVESTMENTS, LP $2.379.140 23.500 0,29% Aktien
Systelligence, LLC $2.231.836 22.045 0,28% Aktien
OneDigital Investment Advisors LLC $2.161.220 21.347 0,27% Aktien
Asset One Wealth Management LLC $2.158.831 20.752 0,27% Aktien
Savant Capital, LLC $2.086.911 20.613 0,26% Aktien
CWM, LLC $2.044.516 21.951 0,25% Aktien
Edge Financial Advisors LLC $2.015.804 21.363 0,25% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $1.883.318 18.603 0,23% Aktien
Rockefeller Capital Management L.P. $1.824.309 18.019 0,23% Aktien
Asempa Wealth Advisors $1.738.107 17.168 0,22% Aktien
GenWealth Group, Inc. $1.629.484 17.495 0,20% Aktien
Caliber Wealth Management, LLC / KS $1.610.985 15.913 0,20% Aktien
JIM SAULNIER & ASSOCIATES, LLC $1.583.246 15.639 0,20% Aktien
CITIGROUP INC $1.561.121 15.420 0,19% Aktien
TRUIST FINANCIAL CORP $1.545.024 15.261 0,19% Aktien
Brand Asset Management Group, Inc. $1.482.053 14.639 0,18% Aktien
Global Retirement Partners, LLC $1.453.465 14.357 0,18% Aktien
MERCER GLOBAL ADVISORS INC /ADV $1.445.606 14.279 0,18% Aktien
Ellis Investment Partners, LLC $1.421.780 14.043 0,18% Aktien
GOLDMAN SACHS GROUP INC $1.383.343 13.664 0,17% Aktien
Horst & Graben Wealth Management LLC $1.292.151 12.653 0,16% Aktien
FMR LLC $1.286.704 12.709 0,16% Aktien
COMERICA BANK $1.258.471 13.337 0,16% Aktien
Verum Partners LLC $1.255.376 12.400 0,16% Aktien
Orion Portfolio Solutions, LLC $1.244.840 15.283 0,15% Aktien
FIFTH THIRD BANCORP $1.238.279 12.231 0,15% Aktien
Stratos Wealth Partners, LTD. $1.199.781 11.850 0,15% Aktien
Atria Wealth Solutions, Inc. $1.170.495 14.036 0,14% Aktien
Full Sail Capital, LLC $1.168.190 12.977 0,14% Aktien
ANB BANK $1.151.909 11.378 0,14% Aktien
SAXON INTERESTS, INC. $1.142.269 11.283 0,14% Aktien
Waverly Advisors, LLC $1.104.707 10.912 0,14% Aktien
JONES FINANCIAL COMPANIES LLLP $1.054.708 10.453 0,13% Aktien
HB Wealth Management, LLC $1.052.289 10.394 0,13% Aktien
Detalus Advisors, LLC $1.040.342 10.276 0,13% Aktien
Key Financial Inc $1.029.003 10.164 0,13% Aktien
Perennial Investment Advisors, LLC $954.889 9.432 0,12% Aktien
STIFEL FINANCIAL CORP $954.614 9.429 0,12% Aktien
Shared Vision Wealth Group LLC $928.476 9.171 0,11% Aktien
GTS SECURITIES LLC $925.739 9.144 0,11% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $909.276 8.904 0,11% Aktien
Chesley Taft & Associates LLC $885.040 8.742 0,11% Aktien
Cedar Point Capital Partners, LLC $863.011 8.524 0,11% Aktien
Proactive Wealth Strategies LLC $845.962 8.353 0,10% Aktien
&PARTNERS $752.646 7.434 0,09% Aktien
One Wealth Advisors, LLC $733.788 7.248 0,09% Aktien
Key Capital Management, INC $726.771 7.179 0,09% Aktien
Ullmann Wealth Partners Group, LLC $711.705 7.030 0,09% Aktien
Equitable Holdings, Inc. $683.980 6.756 0,08% Aktien
Kestra Advisory Services, LLC $680.566 6.722 0,08% Aktien
NewEdge Advisors, LLC $627.037 6.194 0,08% Aktien
Gotham Asset Management, LLC $603.188 5.958 0,07% Aktien
Arkadios Wealth Advisors $601.265 5.939 0,07% Aktien
Kelly Financial Services LLC $574.903 5.679 0,07% Aktien
FLAGSTAR SECURITIES, INC $563.905 5.569 0,07% Aktien
Financial Engines Advisors L.L.C. $562.287 5.554 0,07% Aktien
Tyler-Stone Wealth Management $558.544 6.698 0,07% Aktien
Security Financial Services, INC. $553.378 5.466 0,07% Aktien
Steward Partners Investment Advisory, LLC $543.760 5.371 0,07% Aktien
Pearl Planning LLC $534.446 5.279 0,07% Aktien
Focus Partners Wealth $528.675 5.222 0,07% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $518.285 5.119 0,06% Aktien
FIRST MANHATTAN CO. LLC. $506.200 5.000 0,06% Aktien
Summit Asset Management, LLC $495.064 4.890 0,06% Aktien
Gilliland Jeter Wealth Management LLC $492.229 4.862 0,06% Aktien
Farther Finance Advisors, LLC $475.290 4.695 0,06% Aktien
Foundations Investment Advisors, LLC $473.398 4.676 0,06% Aktien
Nvest Financial, LLC $468.539 4.628 0,06% Aktien
Towerpoint Wealth, LLC $459.592 4.540 0,06% Aktien
Orion Porfolio Solutions, LLC $452.847 4.473 0,06% Aktien
Cerity Partners LLC $450.310 4.450 0,06% Aktien
Creative Planning $446.266 4.408 0,06% Aktien
KICKSTAND VENTURES, LLC. $441.204 4.358 0,05% Aktien
RCW Management, LLC $431.384 4.261 0,05% Aktien
Legacy Wealth Partners, LLC $402.935 3.980 0,05% Aktien
MGO ONE SEVEN LLC $399.635 3.947 0,05% Aktien
Arax Advisory Partners $399.161 3.943 0,05% Aktien
EWA, LLC $387.449 3.827 0,05% Aktien
Willis Johnson & Associates, Inc. $384.712 3.800 0,05% Aktien
WealthBridge Capital Management, LLC $372.563 3.680 0,05% Aktien
Capital Investment Advisors, LLC $362.642 3.582 0,04% Aktien
Carrera Capital Advisors $342.769 3.386 0,04% Aktien
HighTower Advisors, LLC $341.494 3.373 0,04% Aktien
WEALTH ALLIANCE, LLC $338.344 3.342 0,04% Aktien
Quantinno Capital Management LP $333.527 3.294 0,04% Aktien
TME FINANCIAL, INC. $330.472 3.264 0,04% Aktien
Pinnacle Financial Partners, Inc. $327.852 3.238 0,04% Aktien
MEANS INVESTMENT CO., INC. $327.612 3.236 0,04% Aktien
Courage Miller Partners, LLC $325.385 3.214 0,04% Aktien
SYNOVUS FINANCIAL CORP $325.167 3.611 0,04% Aktien
AMERICAN FINANCIAL & TAX STRATEGIES INC $323.968 3.200 0,04% Aktien
Chicago Partners Investment Group LLC $323.621 3.155 0,04% Aktien
Fifth Third Securities, Inc. $323.462 3.195 0,04% Aktien
Mayflower Financial Advisors, LLC $319.817 3.159 0,04% Aktien
Simplicity Wealth,LLC $306.214 3.025 0,04% Aktien
AQR CAPITAL MANAGEMENT LLC $302.428 2.987 0,04% Aktien
Lido Advisors, LLC $298.860 2.952 0,04% Aktien
HARBOR INVESTMENT ADVISORY, LLC $293.596 2.900 0,04% Aktien
ONE Advisory Partners, LLC $293.596 2.900 0,04% Aktien
Perigon Wealth Management, LLC $288.939 2.854 0,04% Aktien
Ascent Group, LLC $285.902 2.824 0,04% Aktien
CFS Investment Advisory Services, LLC $284.261 2.755 0,04% Aktien
U.S. Capital Wealth Advisors, LLC $282.682 3.035 0,04% Aktien
Triad Wealth Partners, LLC $271.409 2.550 0,03% Aktien
Independent Wealth Advisors LLC $268.748 2.655 0,03% Aktien
Destination Wealth Management $264.034 2.608 0,03% Aktien
NWAM LLC $246.615 2.436 0,03% Aktien
SMI Advisory Services, LLC $244.713 2.363 0,03% Aktien
Merit Financial Group, LLC $238.906 2.360 0,03% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $231.035 2.220 0,03% Aktien
Diversify Advisory Services, LLC $231.035 2.220 0,03% Aktien
Moloney Securities Asset Management, LLC $224.820 2.497 0,03% Aktien
TSA Wealth Managment LLC $222.829 2.201 0,03% Aktien
Sigma Planning Corp $221.431 2.187 0,03% Aktien
Accelerate Investment Advisors LLC $216.654 2.140 0,03% Aktien
Avid Wealth Partners LLC $214.629 2.120 0,03% Aktien
Integrated Wealth Concepts LLC $213.414 2.108 0,03% Aktien
EP Wealth Advisors, LLC $209.472 2.069 0,03% Aktien
FIRETHORN WEALTH PARTNERS, LLC $203.796 2.013 0,03% Aktien
BROWN ADVISORY INC $202.581 2.001 0,03% Aktien
Geneos Wealth Management Inc. $194.178 1.918 0,02% Aktien
LRI Investments, LLC $188.914 1.866 0,02% Aktien
MGB Wealth Management, LLC $188.838 2.000 0,02% Aktien
IFG Advisory, LLC $169.712 1.676 0,02% Aktien
MCF Advisors LLC $163.807 1.618 0,02% Aktien
FLAGSHIP WEALTH ADVISORS, LLC $151.860 1.500 0,02% Aktien
Cape Investment Advisory, Inc. $136.674 1.350 0,02% Aktien
Aspect Partners, LLC $128.879 1.273 0,02% Aktien
US BANCORP \DE\ $104.480 1.032 0,01% Aktien
PlanVest Financial, Inc $104.277 1.030 0,01% Aktien
ASSETMARK, INC $95.571 944 0,01% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $93.488 923 0,01% Aktien
IFP Advisors, Inc $80.081 791 0,01% Aktien
Mascoma Wealth Management LLC $79.777 788 0,01% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $77.213 829 0,01% Aktien
Caitlin John, LLC $70.666 698 0,01% Aktien
Capital Investment Advisory Services, LLC $70.362 695 0,01% Aktien
Matrix Trust Co $67.930 670.985 0,01% Aktien
City State Bank $67.628 668 0,01% Aktien
Silicon Valley Capital Partners $57.787 571 0,01% Aktien
Daytona Street Capital LLC $54.838 700 0,01% Aktien
Parallel Advisors, LLC $52.240 516 0,01% Aktien
AE Wealth Management LLC $50.210 496 0,01% Aktien
ST GERMAIN D J CO INC $48.393 478 0,01% Aktien
IMA Advisory Services, Inc. $47.997 474 0,01% Aktien
Aptus Capital Advisors, LLC $38.471 380 0,00% Aktien
CIBC Private Wealth Group LLC $27.483 305 0,00% Aktien
Ashton Thomas Private Wealth, LLC $22.070 218 0,00% Aktien
Salomon & Ludwin, LLC $22.058 216 0,00% Aktien
BANK OF MONTREAL /CAN/ $21.058 208 0,00% Aktien
Institute for Wealth Management, LLC. $20.653 204 0,00% Aktien
PNC Financial Services Group, Inc. $19.506 193 0,00% Aktien
Godfrey Financial Associates, Inc. $15.814 156 0,00% Aktien
SALEM INVESTMENT COUNSELORS INC $13.060 129 0,00% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10.833 107 0,00% Aktien
CoreCap Advisors, LLC $10.124 100 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $9.096 89.845 0,00% Aktien
Caldwell Trust Co $8.099 80 0,00% Aktien
EverSource Wealth Advisors, LLC $7.897 78 0,00% Aktien
Gladwyn Financial Advisors, Inc. $4.635 44 0,00% Aktien
Janney Montgomery Scott LLC $4.553 44.972 0,00% Aktien
Aberdeen Wealth Management LLC $2.025 20 0,00% Aktien
Spire Wealth Management $2.025 20 0,00% Aktien
Allworth Financial LP $1.823 18 0,00% Aktien
N.E.W. Advisory Services LLC $1.215 12 0,00% Aktien
PARK AVENUE SECURITIES LLC $264 2.606 0,00% Aktien
Russell Investments Group, Ltd. $254 3 0,00% Aktien
Capital Analysts, LLC $238 2.348 0,00% Aktien
Navigoe, LLC $142 1.407 0,00% Aktien
HAZLETT, BURT & WATSON, INC. $3 30 0,00% Aktien