ISEP — Institutionelle Eigentümer (13F)

66 Einreicher · $52.7M 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
SageView Advisory Group, LLC $8.023.603 231.896 15,22% Aktien
Creative Planning $8.023.602 231.896 15,22% Aktien
Safe Harbor Wealth Advisors, LLC $5.524.738 163.599 10,48% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $2.776.620 80.249 5,27% Aktien
Cetera Investment Advisers $2.207.791 63.809 4,19% Aktien
RAYMOND JAMES FINANCIAL INC $2.186.028 63.180 4,15% Aktien
CORRADO ADVISORS, LLC $2.025.277 58.534 3,84% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.743.183 50.381 3,31% Aktien
Fragasso Financial Advisors Inc $1.232.521 35.622 2,34% Aktien
OSAIC HOLDINGS, INC. $1.173.762 33.924 2,23% Aktien
Sigma Planning Corp $1.084.952 31.357 2,06% Aktien
KFG WEALTH MANAGEMENT, LLC $1.014.818 29.330 1,93% Aktien
HighTower Advisors, LLC $983.920 28.437 1,87% Aktien
Soltis Investment Advisors LLC $905.178 26.161 1,72% Aktien
GOLDMAN SACHS GROUP INC $871.712 25.194 1,65% Aktien
SECURED RETIREMENT ADVISORS, LLC $859.602 24.844 1,63% Aktien
Diligent Investors, LLC $807.737 23.345 1,53% Aktien
Kestra Advisory Services, LLC $777.704 22.477 1,48% Aktien
Americana Partners, LLC $709.542 20.507 1,35% Aktien
PFS Partners, LLC $608.061 17.574 1,15% Aktien
AdvisorNet Financial, Inc $561.869 16.239 1,07% Aktien
Focus Partners Wealth $537.269 15.528 1,02% Aktien
Berger Financial Group, Inc $438.140 12.663 0,83% Aktien
WPWealth LLP $430.701 12.448 0,82% Aktien
TRUIST FINANCIAL CORP $399.699 11.552 0,76% Aktien
Cerity Partners LLC $393.298 11.367 0,75% Aktien
CYPRESS FINANCIAL PLANNING LLC $355.688 10.280 0,67% Aktien
Snowden Capital Advisors LLC $353.024 10.203 0,67% Aktien
Ferguson Shapiro LLC $344.305 9.951 0,65% Aktien
Straight Path Wealth Management $331.468 9.580 0,63% Aktien
Liberty Atlantic Advisors LLC $330.015 9.538 0,63% Aktien
Frisch Financial Group, Inc. $327.005 9.451 0,62% Aktien
MAI Capital Management $296.577 8.572 0,56% Aktien
Cresset Asset Management, LLC $275.762 7.970 0,52% Aktien
Beacon Financial Advisory LLC $269.534 7.790 0,51% Aktien
SCS Capital Management LLC $264.828 7.654 0,50% Aktien
ENVESTNET ASSET MANAGEMENT INC $262.130 7.576 0,50% Aktien
Worth Financial Advisory Group, LLC $248.774 7.190 0,47% Aktien
LPL Financial LLC $243.273 7.031 0,46% Aktien
Beacon Pointe Advisors, LLC $239.571 6.924 0,45% Aktien
GILL CAPITAL PARTNERS, LLC $238.532 6.894 0,45% Aktien
Dana Investment Advisors, Inc. $236.214 6.827 0,45% Aktien
FIDUCIARY FINANCIAL GROUP, LLC $228.350 6.964 0,43% Aktien
Pinnacle Wealth Management Group, Inc. $204.140 5.900 0,39% Aktien
Rothschild Wealth LLC $200.715 5.801 0,38% Aktien
Steward Partners Investment Advisory, LLC $199.884 5.777 0,38% Aktien
DHJJ Financial Advisors, Ltd. $158.468 4.580 0,30% Aktien
HARBOUR INVESTMENTS, INC. $141.549 4.091 0,27% Aktien
Arax Advisory Partners $138.400 4.000 0,26% Aktien
CoreCap Advisors, LLC $115.218 3.330 0,22% Aktien
JPMORGAN CHASE & CO $113.007 3.274 0,21% Aktien
SIGNATUREFD, LLC $80.826 2.336 0,15% Aktien
Continuum Advisory, LLC $77.885 2.251 0,15% Aktien
IFP Advisors, Inc $40.067 1.158 0,08% Aktien
Noble Wealth Management PBC $17.459 500 0,03% Aktien
EverSource Wealth Advisors, LLC $16.158 467 0,03% Aktien
LANARK FINANCIAL, INC. $13.874 401 0,03% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $13.840 400 0,03% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8.373 242 0,02% Aktien
AE Wealth Management LLC $6.263 181 0,01% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $6.228 180 0,01% Aktien
Financial Network Wealth Advisors LLC $5.467 158 0,01% Aktien
Beacon Financial Strategies CORP $3.668 106 0,01% Aktien
Farther Finance Advisors, LLC $1.246 36 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $256 7.402 0,00% Aktien
Capital Analysts, LLC $31 900 0,00% Aktien