JPUS — Institutionelle Eigentümer (13F)

105 Einreicher · $313.0M 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
Modera Wealth Management, LLC $33.509.622 238.963 10,71% Aktien
CAPTRUST FINANCIAL ADVISORS $32.907.548 234.669 10,52% Aktien
ST GERMAIN D J CO INC $31.812.768 226.862 10,17% Aktien
Sanctuary Advisors, LLC $23.999.875 171.147 7,67% Aktien
UBS Group AG $18.770.907 133.858 6,00% Aktien
HighPoint Advisor Group LLC $14.002.373 99.853 4,47% Aktien
Sterneck Capital Management, LLC $12.900.449 91.995 4,12% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $10.819.877 76.910 3,46% Aktien
LPL Financial LLC $10.283.599 73.334 3,29% Aktien
JONES FINANCIAL COMPANIES LLLP $9.015.066 64.225 2,88% Aktien
AMERIPRISE FINANCIAL INC $8.924.688 63.644 2,85% Aktien
Kingsview Wealth Management, LLC $8.888.593 63.386 2,84% Aktien
MORGAN STANLEY $7.430.492 52.987 2,37% Aktien
RAYMOND JAMES FINANCIAL INC $6.881.148 49.071 2,20% Aktien
JPMORGAN CHASE & CO $6.160.879 43.799 1,97% Aktien
Beacon Pointe Advisors, LLC $5.584.810 39.826 1,78% Aktien
Apollon Wealth Management, LLC $5.161.388 36.807 1,65% Aktien
Financially in Tune, LLC $5.098.633 39.157 1,63% Aktien
BANK OF AMERICA CORP /DE/ $4.983.346 35.537 1,59% Aktien
OSAIC HOLDINGS, INC. $3.919.298 27.944 1,25% Aktien
Vise Technologies, Inc. $3.724.815 26.562 1,19% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $3.303.449 23.557 1,06% Aktien
WELLS FARGO & COMPANY/MN $3.125.524 22.289 1,00% Aktien
HHM Wealth Advisors, LLC $2.879.756 20.536 0,92% Aktien
CITADEL ADVISORS LLC $2.355.437 16.797 0,75% Aktien
MN Wealth Advisors, LLC $2.177.670 15.529 0,70% Aktien
RHS Financial, LLC $1.892.027 13.492 0,60% Aktien
Private Advisor Group, LLC $1.854.122 13.222 0,59% Aktien
Farther Finance Advisors, LLC $1.581.904 11.280 0,51% Aktien
AQR CAPITAL MANAGEMENT LLC $1.569.592 11.193 0,50% Aktien
NewEdge Advisors, LLC $1.535.340 10.949 0,49% Aktien
LexAurum Advisors, LLC $1.221.477 8.711 0,39% Aktien
PLANNING ALTERNATIVES LTD /ADV $1.110.899 7.922 0,35% Aktien
Stratos Wealth Partners, LTD. $978.132 6.975 0,31% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $955.805 6.816 0,31% Aktien
Avant Capital LLC $952.662 6.794 0,30% Aktien
Elevation Wealth Management LLC $935.291 6.670 0,30% Aktien
Schiavi & Co LLC $864.375 6.164 0,28% Aktien
Patten Group, Inc. $832.407 5.936 0,27% Aktien
Cetera Investment Advisers $788.659 5.624 0,25% Aktien
Wealth Enhancement Trust Services, Inc. $762.709 5.439 0,24% Aktien
KELLY FINANCIAL GROUP LLC $657.396 4.688 0,21% Aktien
CITIGROUP INC $639.307 4.559 0,20% Aktien
Allegheny Financial Group $637.667 4.547 0,20% Aktien
BASSO CAPITAL MANAGEMENT, L.P. $634.960 4.528 0,20% Aktien
Clear Point Advisors Inc. $632.076 4.507 0,20% Aktien
Empire Financial Management Company, LLC $616.729 4.398 0,20% Aktien
BELLEVUE ASSET MANAGEMENT, LLC $592.355 4.224 0,19% Aktien
Targeted Financial Services LLC $590.504 4.211 0,19% Aktien
BEACON INVESTMENT ADVISORY SERVICES, INC. $546.475 3.897 0,17% Aktien
FMR LLC $494.586 3.527 0,16% Aktien
HighTower Advisors, LLC $481.504 3.434 0,15% Aktien
Quantinno Capital Management LP $458.411 3.269 0,15% Aktien
ALBION FINANCIAL GROUP /UT $448.735 3.200 0,14% Aktien
WEALTHEDGE INVESTMENT ADVISORS, LLC $436.055 3.109 0,14% Aktien
VestGen Advisors, LLC $398.813 2.844 0,13% Aktien
RFG Advisory, LLC $395.868 2.823 0,13% Aktien
Kathmere Capital Management, LLC $392.222 2.797 0,13% Aktien
CreativeOne Wealth, LLC $378.039 2.696 0,12% Aktien
Etesian Wealth Advisors, Inc. $372.925 2.659 0,12% Aktien
Intrua Financial, LLC $368.804 2.630 0,12% Aktien
INTERACTIVE FINANCIAL ADVISORS, INC. $344.695 2.466 0,11% Aktien
Focus Financial Network, Inc. $328.898 2.345 0,11% Aktien
MML INVESTORS SERVICES, LLC $316.519 2.257 0,10% Aktien
TWO SIGMA INVESTMENTS, LP $308.505 2.200 0,10% Aktien
Kestra Advisory Services, LLC $306.275 2.184 0,10% Aktien
MGO ONE SEVEN LLC $281.861 2.010 0,09% Aktien
TRUIST FINANCIAL CORP $280.459 2.000 0,09% Aktien
Summit Financial, LLC $243.298 1.735 0,08% Aktien
Rockefeller Capital Management L.P. $236.642 1.687 0,08% Aktien
Medallion Wealth Advisors, LLC $235.411 2.537 0,08% Aktien
Aptus Capital Advisors, LLC $228.714 1.631 0,07% Aktien
Midwest Trust Co $228.574 1.630 0,07% Aktien
GTS SECURITIES LLC $228.435 1.629 0,07% Aktien
Birchwood Financial Partners, Inc. $216.364 1.543 0,07% Aktien
MERCER GLOBAL ADVISORS INC /ADV $213.710 1.524 0,07% Aktien
Apella Capital, LLC $213.490 1.517 0,07% Aktien
CLG LLC $210.724 1.503 0,07% Aktien
GuidedMoney, LLC $210.344 1.500 0,07% Aktien
Continuum Advisory, LLC $192.535 1.373 0,06% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $157.294 1.208 0,05% Aktien
IFG Advisory, LLC $155.375 1.108 0,05% Aktien
ROYAL BANK OF CANADA $154.000 1.100 0,05% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $146.119 1.042 0,05% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $132.938 948 0,04% Aktien
BlackRock, Inc. $123.402 880 0,04% Aktien
CWM, LLC $116.093 892 0,04% Aktien
Cassaday & Co Wealth Management LLC $89.327 637 0,03% Aktien
PRIVATE TRUST CO NA $87.644 625 0,03% Aktien
Horizon Investments, LLC $70.115 500 0,02% Aktien
Harbor Asset Planning, Inc. $55.582 396 0,02% Aktien
HUNTINGTON NATIONAL BANK $52.586 375 0,02% Aktien
Geneos Wealth Management Inc. $49.081 350 0,02% Aktien
ASSETMARK, INC $19.632 140 0,01% Aktien
HARBOUR INVESTMENTS, INC. $19.211 137 0,01% Aktien
FIFTH THIRD BANCORP $16.968 121 0,01% Aktien
COMERICA BANK $14.997 121 0,00% Aktien
Wagner Wealth Management, LLC $13.743 98 0,00% Aktien
Global Retirement Partners, LLC $10.107 72 0,00% Aktien
Nova Wealth Management, Inc. $4.643 33 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $3.049 21.745 0,00% Aktien
Smartleaf Asset Management LLC $2.532 18 0,00% Aktien
FOSTER & MOTLEY INC $496 3.539 0,00% Aktien
IFP Advisors, Inc $421 3 0,00% Aktien
Qube Research & Technologies Ltd $140 1 0,00% Aktien