PTL — Institutionelle Eigentümer (13F)

119 Einreicher · $638.6M 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
Inspire Advisors, LLC $93.954.500 328.811 14,71% Aktien
OneAscent Financial Services LLC $83.670.683 292.463 13,10% Aktien
LPL Financial LLC $51.489.902 179.978 8,06% Aktien
Plan A Wealth LLC $45.516.878 159.100 7,13% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $33.641.442 117.590 5,27% Aktien
Christian Investment Advisors, Inc. $26.364.037 92.153 4,13% Aktien
Strategic Equity Management $23.039.759 80.533 3,61% Aktien
SILVER OAK SECURITIES, INCORPORATED $18.505.747 64.685 2,90% Aktien
STIFEL FINANCIAL CORP $15.086.092 52.732 2,36% Aktien
Geneos Wealth Management Inc. $14.108.800 49.316 2,21% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $12.904.935 45.067 2,02% Aktien
MONEYWISE, INC. $12.834.928 44.863 2,01% Aktien
Belpointe Asset Management LLC $11.754.885 41.088 1,84% Aktien
Inspire Investing, LLC $9.674.592 38.613 1,51% Aktien
Investment Research Partners LLC $8.593.412 30.037 1,35% Aktien
Legacy Wealth Asset Management, LLC $8.240.250 28.803 1,29% Aktien
JONES FINANCIAL COMPANIES LLLP $8.162.632 29.088 1,28% Aktien
GTS SECURITIES LLC $8.083.187 28.254 1,27% Aktien
Orgel Wealth Management, LLC $7.949.011 27.785 1,24% Aktien
EverSource Wealth Advisors, LLC $7.593.415 26.542 1,19% Aktien
Focus Partners Advisor Solutions, LLC $7.167.192 25.052 1,12% Aktien
PAX Financial Group, LLC $6.947.960 24.286 1,09% Aktien
GOLDMAN SACHS GROUP INC $6.579.498 22.998 1,03% Aktien
Focus Partners Wealth $6.332.211 22.133 0,99% Aktien
Frontier Asset Management, LLC $6.007.973 21.000 0,94% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $5.637.930 19.707 0,88% Aktien
FAMILY WEALTH PARTNERS, LLC $5.584.371 22.288 0,87% Aktien
ENVESTNET ASSET MANAGEMENT INC $5.207.430 18.202 0,82% Aktien
AE Wealth Management LLC $5.061.513 17.692 0,79% Aktien
CITADEL ADVISORS LLC $4.366.306 15.262 0,68% Aktien
Pettinga Financial Advisors LLC $4.296.120 15.017 0,67% Aktien
Sound Financial Strategies Group, LLC $4.135.717 14.456 0,65% Aktien
Equitable Holdings, Inc. $3.740.660 13.075 0,59% Aktien
Tulsa Wealth Advisors, INC $3.427.173 11.979 0,54% Aktien
LifeGuide Financial Advisors, LLC $3.013.219 10.532 0,47% Aktien
Valmark Advisers, Inc. $2.927.845 10.234 0,46% Aktien
Cetera Investment Advisers $2.704.048 9.452 0,42% Aktien
Kovack Advisors, Inc. $2.428.421 8.492 0,38% Aktien
RAYMOND JAMES FINANCIAL INC $2.225.896 7.780 0,35% Aktien
Fiduciary Alliance LLC $2.091.968 7.312 0,33% Aktien
Optivise Advisory Services LLC $1.917.661 6.703 0,30% Aktien
Simplicity Wealth,LLC $1.771.617 6.193 0,28% Aktien
IFG Advisory, LLC $1.696.228 5.929 0,27% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.695.866 5.928 0,27% Aktien
VICUS CAPITAL $1.685.981 5.893 0,26% Aktien
Pioneer Wealth Management Group $1.609.272 5.625 0,25% Aktien
SageOak Financial, LLC $1.560.285 5.454 0,24% Aktien
Envestnet Portfolio Solutions, Inc. $1.553.469 5.430 0,24% Aktien
Revisor Wealth Management LLC $1.520.581 5.300 0,24% Aktien
JANE STREET GROUP, LLC $1.507.980 5.271 0,24% Aktien
OSAIC HOLDINGS, INC. $1.353.718 4.729 0,21% Aktien
Gambit Capital Management, LLC $1.176.402 4.112 0,18% Aktien
CWM, LLC $1.140.276 4.551 0,18% Aktien
Schwallier Wealth Management LLC $1.106.036 3.866 0,17% Aktien
Van Diest Capital, LLC $1.091.292 3.815 0,17% Aktien
Delta Investment Management, LLC $1.068.918 3.736 0,17% Aktien
WorthPointe, LLC $1.061.402 3.710 0,17% Aktien
Pinnacle Financial Partners, Inc. $1.042.226 3.643 0,16% Aktien
IFP Advisors, Inc $1.028.780 3.596 0,16% Aktien
BROWN ADVISORY INC $1.014.189 3.545 0,16% Aktien
Farther Finance Advisors, LLC $1.003.032 3.506 0,16% Aktien
Plan Group Financial, LLC $1.001.315 3.500 0,16% Aktien
Sowell Financial Services LLC $947.816 3.313 0,15% Aktien
World Investment Advisors $846.376 3.378 0,13% Aktien
First Heartland Consultants, Inc. $813.640 2.844 0,13% Aktien
Larry Mathis Financial Planning, LLC $812.496 2.840 0,13% Aktien
Brookstone Capital Management $792.755 2.771 0,12% Aktien
OneAscent Wealth Management LLC $780.451 2.728 0,12% Aktien
Sterling Investment Advisors, Ltd. $772.443 2.700 0,12% Aktien
LITTLEJOHN FINANCIAL SERVICES, INC. $704.926 2.464 0,11% Aktien
Independent Advisor Alliance $689.477 2.410 0,11% Aktien
Whitaker-Myers Wealth Managers, LTD. $662.166 2.315 0,10% Aktien
WIN ADVISORS, INC $645.419 2.256 0,10% Aktien
Sanctuary Advisors, LLC $630.256 2.203 0,10% Aktien
Tandem Investment Partners LLC $490.644 1.715 0,08% Aktien
McAdam, LLC $488.070 1.706 0,08% Aktien
AlphaStar Capital Management, LLC $465.468 1.627 0,07% Aktien
GWN SECURITIES INC. $457.744 1.600 0,07% Aktien
MOSAIC FAMILY WEALTH PARTNERS, LLC $451.578 1.578 0,07% Aktien
PRINCIPAL SECURITIES, INC. $432.854 1.513 0,07% Aktien
HOWARD BAILEY SECURITIES, LLC $401.098 1.402 0,06% Aktien
MRA Advisory Group $400.650 1.400 0,06% Aktien
PFG Investments, LLC $397.149 1.388 0,06% Aktien
Strategic Blueprint, LLC $373.990 1.307 0,06% Aktien
Bedel Financial Consulting, Inc. $370.487 1.295 0,06% Aktien
Continuum Advisory, LLC $349.888 1.223 0,05% Aktien
COURIER CAPITAL LLC $339.589 1.187 0,05% Aktien
Stewardship Advisors, LLC $339.017 1.185 0,05% Aktien
Abundance Wealth Counselors $318.132 1.112 0,05% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $289.809 1.013 0,05% Aktien
Signal Advisors Wealth, LLC $247.934 867 0,04% Aktien
Private Advisor Group, LLC $232.713 813 0,04% Aktien
Forge Financial Services LLC $232.140 811 0,04% Aktien
Hilltop Holdings Inc. $219.145 766 0,03% Aktien
Mountain Capital Investment Advisors Inc. $218.001 762 0,03% Aktien
Kingsview Wealth Management, LLC $215.426 753 0,03% Aktien
Range Financial Group LLC $208.560 729 0,03% Aktien
JPMORGAN CHASE & CO $156.987 554 0,02% Aktien
AdvisorNet Financial, Inc $133.318 466 0,02% Aktien
HARBOUR INVESTMENTS, INC. $96.412 337 0,02% Aktien
NewEdge Advisors, LLC $91.548 320 0,01% Aktien
MORGAN STANLEY $76.386 267 0,01% Aktien
Blue Trust, Inc. $58.648 205 0,01% Aktien
Bare Financial Services, Inc $55.096 193 0,01% Aktien
Ameritas Advisory Services, LLC $49.509 173 0,01% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $48.349 169 0,01% Aktien
Arax Advisory Partners $44.917 157 0,01% Aktien
PEOPLES FINANCIAL SERVICES CORP. $38.048 133 0,01% Aktien
Qube Research & Technologies Ltd $24.890 87 0,00% Aktien
Pinnacle Wealth Planning Services, Inc. $8.869 31 0,00% Aktien
Institute for Wealth Management, LLC. $7.818 27 0,00% Aktien
FMR LLC $5.839 20 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $3.344 11.689 0,00% Aktien
CENTAURUS FINANCIAL, INC. $2.930 10.240 0,00% Aktien
HRT FINANCIAL LP $2.439 8.527 0,00% Aktien
Cornerstone Financial Management LLC $524 2 0,00% Aktien
Betterment LLC $351 1.228 0,00% Aktien
Main Street Group, LTD $286 1 0,00% Aktien
CX Institutional $271 994 0,00% Aktien