IVOV — Institutionelle Eigentümer (13F)

180 Einreicher · $734.6M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $126.039.023 1.104.927 17,16% Aktien
Mariner, LLC $97.880.038 858.070 13,32% Aktien
ROCKLAND TRUST CO $93.024.542 815.504 12,66% Aktien
TRUST POINT INC. $75.803.460 664.535 10,32% Aktien
MORGAN STANLEY $43.861.041 384.509 5,97% Aktien
BANK OF AMERICA CORP /DE/ $24.560.097 215.307 3,34% Aktien
RAYMOND JAMES FINANCIAL INC $24.191.326 212.075 3,29% Aktien
Stordahl Capital Management, Inc. $20.078.614 176.020 2,73% Aktien
Avior Wealth Management, LLC $18.397.971 161.287 2,50% Aktien
LPL Financial LLC $17.635.401 154.602 2,40% Aktien
Lutz Financial Services LLC $13.007.905 114.034 1,77% Aktien
UBS Group AG $12.253.399 107.420 1,67% Aktien
Aberdeen Wealth Management LLC $10.570.800 92.669 1,44% Aktien
BALANCED WEALTH GROUP LLC $10.156.322 89.036 1,38% Aktien
MidFirst Bank $9.645.987 84.562 1,31% Aktien
WELLS FARGO & COMPANY/MN $8.387.673 73.531 1,14% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $8.384.280 73.501 1,14% Aktien
Savant Capital, LLC $7.825.172 72.486 1,07% Aktien
HighTower Advisors, LLC $6.136.370 53.795 0,84% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6.027.127 52.837 0,82% Aktien
TRUIST FINANCIAL CORP $5.109.861 44.796 0,70% Aktien
Kestra Advisory Services, LLC $4.531.105 39.722 0,62% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4.200.819 37.120 0,57% Aktien
&PARTNERS $3.819.137 33.481 0,52% Aktien
EP Wealth Advisors, LLC $3.758.314 32.947 0,51% Aktien
Allworth Financial LP $3.730.525 32.704 0,51% Aktien
M1 Capital Management LLC $3.582.140 31.403 0,49% Aktien
JPMORGAN CHASE & CO $3.445.898 30.264 0,47% Aktien
ENVESTNET ASSET MANAGEMENT INC $3.298.538 28.917 0,45% Aktien
FRANKLIN RESOURCES INC $3.273.809 28.700 0,45% Aktien
Composition Wealth, LLC $2.819.626 24.718 0,38% Aktien
JONES FINANCIAL COMPANIES LLLP $2.253.595 19.782 0,31% Aktien
MONETA GROUP INVESTMENT ADVISORS LLC $2.052.462 17.993 0,28% Aktien
COMERICA BANK $1.853.736 18.352 0,25% Aktien
Cetera Investment Advisers $1.825.079 15.999 0,25% Aktien
Cornerstone Financial Management LLC $1.704.228 14.940 0,23% Aktien
AMERIPRISE FINANCIAL INC $1.537.570 13.479 0,21% Aktien
FIFTH THIRD BANCORP $1.511.770 13.253 0,21% Aktien
Fortitude Family Office, LLC $1.501.161 13.160 0,20% Aktien
Private Advisor Group, LLC $1.424.138 12.485 0,19% Aktien
SHUFRO ROSE & CO LLC $1.338.612 11.735 0,18% Aktien
OSAIC HOLDINGS, INC. $1.217.939 10.674 0,17% Aktien
AQR CAPITAL MANAGEMENT LLC $1.191.233 10.443 0,16% Aktien
KEYBANK NATIONAL ASSOCIATION/OH $1.162.032 10.187 0,16% Aktien
PFG Advisors $1.154.845 10.124 0,16% Aktien
Heritage Investment Group, Inc. $1.091.878 9.572 0,15% Aktien
AMERICAN FINANCIAL & TAX STRATEGIES INC $1.037.353 9.094 0,14% Aktien
Creative Planning $1.013.441 8.884 0,14% Aktien
D.A. DAVIDSON & CO. $952.370 8.349 0,13% Aktien
MML INVESTORS SERVICES, LLC $892.192 7.821 0,12% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $816.513 7.158 0,11% Aktien
Naviter Wealth, LLC $781.494 6.851 0,11% Aktien
CAPTRUST FINANCIAL ADVISORS $759.644 6.659 0,10% Aktien
ROYAL BANK OF CANADA $711.000 6.241 0,10% Aktien
Rodgers & Associates, LTD $668.906 5.864 0,09% Aktien
Goodman Financial Corp $660.760 5.793 0,09% Aktien
MOSAIC FAMILY WEALTH PARTNERS, LLC $639.853 5.609 0,09% Aktien
Merit Financial Group, LLC $636.967 5.584 0,09% Aktien
Corient Private Wealth LP $619.256 5.429 0,08% Aktien
Sovran Advisors, LLC $607.611 5.251 0,08% Aktien
Meridian Wealth Management, LLC $605.894 5.312 0,08% Aktien
HANOVER ADVISORS INC $568.639 4.985 0,08% Aktien
OFC FINANCIAL PLANNING, LLC $564.190 4.946 0,08% Aktien
HUNTINGTON NATIONAL BANK $558.373 4.895 0,08% Aktien
Bruce G. Allen Investments, LLC $558.226 4.894 0,08% Aktien
Trail Ridge Investment Advisors, LLC $557.346 4.886 0,08% Aktien
CIBC WORLD MARKET INC. $542.289 4.754 0,07% Aktien
TWO SIGMA INVESTMENTS, LP $513.315 4.500 0,07% Aktien
Atlas Brown,Inc. $503.505 4.414 0,07% Aktien
BHK Investment Advisors, LLC $501.908 4.400 0,07% Aktien
HARBOUR INVESTMENTS, INC. $500.767 4.390 0,07% Aktien
TopTier Wealth Management, LLC $493.425 4.326 0,07% Aktien
GHP Investment Advisors, Inc. $479.981 4.708 0,07% Aktien
Ifrah Financial Services, Inc. $470.612 4.126 0,06% Aktien
Summit Financial, LLC $457.660 4.012 0,06% Aktien
Valmark Advisers, Inc. $433.694 3.802 0,06% Aktien
AE Wealth Management LLC $428.447 3.756 0,06% Aktien
Hobart Private Capital, LLC $428.447 3.756 0,06% Aktien
Passive Capital Management, LLC. $406.666 4.026 0,06% Aktien
FMR LLC $404.485 3.546 0,06% Aktien
Wealthquest Corp $402.667 3.530 0,05% Aktien
AMG National Trust Bank $396.964 3.480 0,05% Aktien
Glenview Trust Co $368.902 3.234 0,05% Aktien
Arax Advisory Partners $367.534 3.222 0,05% Aktien
Wealthcare Advisory Partners LLC $359.099 3.148 0,05% Aktien
IHT Wealth Management, LLC $357.679 3.136 0,05% Aktien
Spire Wealth Management $355.670 3.118 0,05% Aktien
INSIGHT 2811, INC. $350.545 3.073 0,05% Aktien
Western Wealth Management, LLC $349.168 3.061 0,05% Aktien
CITIZENS FINANCIAL GROUP INC/RI $345.397 3.028 0,05% Aktien
LEVEL FOUR ADVISORY SERVICES, LLC $343.292 3.009 0,05% Aktien
StoneX Group Inc. $327.153 2.868 0,04% Aktien
NewEdge Advisors, LLC $326.696 2.864 0,04% Aktien
PHILLIPS FINANCIAL MANAGEMENT, LLC $326.240 2.860 0,04% Aktien
WealthCollab, LLC $320.283 2.808 0,04% Aktien
IFG Advisors, LLC $315.974 2.770 0,04% Aktien
U.S. Capital Wealth Advisors, LLC $303.811 2.980 0,04% Aktien
Veratis Advisors, Inc. $292.236 2.562 0,04% Aktien
BLAIR WILLIAM & CO/IL $282.778 2.479 0,04% Aktien
Keystone Financial Group $280.652 2.460 0,04% Aktien
Mutual Advisors, LLC $277.725 2.435 0,04% Aktien
SILVER OAK WEALTH ADVISORS SERVICES, LLC $257.203 2.255 0,04% Aktien
Compound Planning, Inc. $254.184 2.229 0,03% Aktien
PNC Financial Services Group, Inc. $254.148 2.228 0,03% Aktien
Octavia Wealth Advisors, LLC $252.779 2.216 0,03% Aktien
Texas Yale Capital Corp. $250.954 2.200 0,03% Aktien
Horizon Investment Services, LLC $247.988 2.174 0,03% Aktien
Argyle Capital Partners, LLC $247.874 2.173 0,03% Aktien
CHOREO, LLC $240.003 2.104 0,03% Aktien
JMG Financial Group, Ltd. $237.950 2.086 0,03% Aktien
Fifth Third Securities, Inc. $237.494 2.082 0,03% Aktien
Pinnacle Financial Partners, Inc. $233.860 2.050 0,03% Aktien
Genesis Financial Group, LLC $233.844 2.050 0,03% Aktien
Kingsview Wealth Management, LLC $226.315 1.984 0,03% Aktien
Cerity Partners LLC $220.524 1.933 0,03% Aktien
BCS Private Wealth Management, Inc. $220.155 1.930 0,03% Aktien
Jacobs Equity LLC $219.699 1.926 0,03% Aktien
BDFS Capital LLC $219.268 1.922 0,03% Aktien
Carnegie Lake Advisors LLC $217.874 1.910 0,03% Aktien
Redhawk Wealth Advisors, Inc. $217.359 1.905 0,03% Aktien
NORTHERN TRUST CORP $215.136 1.886 0,03% Aktien
CARY STREET PARTNERS FINANCIAL LLC $208.634 1.829 0,03% Aktien
Gotham Asset Management, LLC $206.695 1.812 0,03% Aktien
SYNOVUS FINANCIAL CORP $206.310 2.047 0,03% Aktien
Claris Financial LLC $203.900 2.000 0,03% Aktien
Rockbridge Investment Management, LCC $201.562 1.767 0,03% Aktien
MAI Capital Management $200.856 1.761 0,03% Aktien
CITIGROUP INC $182.512 1.600 0,02% Aktien
Parallel Advisors, LLC $157.531 1.381 0,02% Aktien
VANGUARD ADVISERS INC $157.090 1.541 0,02% Aktien
Salomon & Ludwin, LLC $126.466 1.114 0,02% Aktien
EverSource Wealth Advisors, LLC $123.652 1.084 0,02% Aktien
Rialto Wealth Management, LLC $120.801 1.059 0,02% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $115.815 1.136 0,02% Aktien
PlanVest Financial, Inc $94.906 832 0,01% Aktien
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA $94.792 831 0,01% Aktien
Founders Capital Management $87.834 770 0,01% Aktien
Archer Investment Corp $82.359 722 0,01% Aktien
Asset Dedication, LLC $80.306 704 0,01% Aktien
VSM Wealth Advisory, LLC $68.442 600 0,01% Aktien
Aptus Capital Advisors, LLC $67.644 593 0,01% Aktien
Pinnacle Bancorp, Inc. $65.248 572 0,01% Aktien
CROWLEY WEALTH MANAGEMENT, INC. $60.462 600 0,01% Aktien
AMERIFLEX GROUP, INC. $59.958 526 0,01% Aktien
Farther Finance Advisors, LLC $53.841 472 0,01% Aktien
PRIVATE TRUST CO NA $51.332 450 0,01% Aktien
Geneos Wealth Management Inc. $51.103 448 0,01% Aktien
NFSG Corp $50.647 444 0,01% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $49.620 435 0,01% Aktien
Steward Partners Investment Advisory, LLC $45.172 396 0,01% Aktien
Glass Jacobson Investment Advisors llc $44.984 394 0,01% Aktien
CWM, LLC $42.615 418 0,01% Aktien
Federation des caisses Desjardins du Quebec $37.415 328 0,01% Aktien
WPG Advisers, LLC $37.073 325 0,01% Aktien
Smartleaf Asset Management LLC $37.004 325 0,01% Aktien
Guardian Partners Inc. $35.590 312 0,00% Aktien
Global Retirement Partners, LLC $29.430 258 0,00% Aktien
Larson Financial Group LLC $25.149 220 0,00% Aktien
BOKF, NA $24.297 213 0,00% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $23.727 208 0,00% Aktien
ASSETMARK, INC $23.042 202 0,00% Aktien
Heritage Wealth Advisors $22.586 198 0,00% Aktien
Rockefeller Capital Management L.P. $21.673 190 0,00% Aktien
Institute for Wealth Management, LLC. $20.761 182 0,00% Aktien
BARTLETT & CO. WEALTH MANAGEMENT LLC $19.164 168 0,00% Aktien
Keating Financial Advisory Services, Inc. $18.479 162 0,00% Aktien
Anchor Investment Management, LLC $15.742 138 0,00% Aktien
NorthAvenue LLC $13.461 118 0,00% Aktien
First Bancorp, Inc /ME/ $11.407 100 0,00% Aktien
Christopher J. Hasenberg, Inc $8.210 86 0,00% Aktien
SYM FINANCIAL Corp $7.643 67 0,00% Aktien
Tower Research Capital LLC (TRC) $6.388 56 0,00% Aktien
EASTERN BANK $6.388 56 0,00% Aktien
SBI Securities Co., Ltd. $2.281 20 0,00% Aktien
Thrivent Financial for Lutherans $2.225 19.507 0,00% Aktien
SIGNATUREFD, LLC $1.597 14 0,00% Aktien
Accredited Wealth Management, LLC $1.008 1.735 0,00% Aktien
SOA Wealth Advisors, LLC. $913 8 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $457 4.007 0,00% Aktien
Hanson & Doremus Investment Management $172 1.504 0,00% Aktien