QDVO — Institutionelle Eigentümer (13F)

54 Einreicher · $168.5M 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
RAYMOND JAMES FINANCIAL INC $72.422.228 2.427.018 42,98% Aktien
Merit Financial Group, LLC $20.583.745 689.804 12,22% Aktien
CARY STREET PARTNERS FINANCIAL LLC $12.867.247 431.208 7,64% Aktien
ROYAL BANK OF CANADA $11.751.000 393.794 6,97% Aktien
LPL Financial LLC $11.128.334 372.933 6,60% Aktien
Visionary Wealth Advisors $6.141.043 205.799 3,64% Aktien
BANK OF MONTREAL /CAN/ $5.773.026 193.466 3,43% Aktien
OSAIC HOLDINGS, INC. $5.717.295 191.596 3,39% Aktien
SAGESPRING WEALTH PARTNERS, LLC $2.829.998 94.839 1,68% Aktien
Cassady Wealth & Retirement Planning, LLC $1.710.188 57.312 1,01% Aktien
Steward Partners Investment Advisory, LLC $1.288.764 43.189 0,76% Aktien
JPMORGAN CHASE & CO $1.224.752 41.517 0,73% Aktien
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $1.198.852 40.176 0,71% Aktien
CAP Partners, LLC $1.120.588 37.553 0,67% Aktien
Sigma Planning Corp $1.059.742 35.514 0,63% Aktien
Stratos Wealth Partners, LTD. $983.361 32.954 0,58% Aktien
STIFEL FINANCIAL CORP $960.547 32.189 0,57% Aktien
Tactive Advisors, LLC $793.058 26.577 0,47% Aktien
Souders Financial Advisors $754.809 25.295 0,45% Aktien
UBS Group AG $713.683 23.917 0,42% Aktien
GREAT VALLEY ADVISOR GROUP, INC. $707.657 23.715 0,42% Aktien
Claris Financial LLC $673.152 25.259 0,40% Aktien
JANE STREET GROUP, LLC $662.269 22.194 0,39% Aktien
Private Advisor Group, LLC $612.795 20.536 0,36% Aktien
NewEdge Advisors, LLC $377.995 12.667 0,22% Aktien
Latitude Advisors, LLC $375.900 12.597 0,22% Aktien
NWF Advisory Services Inc. $358.080 12.000 0,21% Aktien
PFG Investments, LLC $358.025 11.998 0,21% Aktien
Capital Wealth Planning, LLC $357.933 11.995 0,21% Aktien
OLD MISSION CAPITAL LLC $353.842 11.858 0,21% Aktien
Onyx Bridge Wealth Group LLC $303.562 10.173 0,18% Aktien
HBK Sorce Advisory LLC $302.333 10.115 0,18% Aktien
Keating Financial Advisory Services, Inc. $300.489 10.070 0,18% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $284.830 9.472 0,17% Aktien
Hilltop Holdings Inc. $271.085 9.085 0,16% Aktien
Traynor Capital Management, Inc. $231.881 7.771 0,14% Aktien
CITADEL ADVISORS LLC $214.848 7.200 0,13% Verkaufsoption
Avidian Wealth Enterprises, LLC $205.001 6.870 0,12% Aktien
Clear Trail Advisors, LLC $201.402 6.749 0,12% Aktien
Global Retirement Partners, LLC $112.541 3.771 0,07% Aktien
MTM Investment Management, LLC $50.728 1.700 0,03% Aktien
CWM, LLC $38.018 1.427 0,02% Aktien
Institute for Wealth Management, LLC. $33.950 1.138 0,02% Aktien
PURSUIT WEALTH STRATEGIES, LLC $30.109 1.009 0,02% Aktien
JONES FINANCIAL COMPANIES LLLP $14.978 514 0,01% Aktien
HARBOUR INVESTMENTS, INC. $12.682 425 0,01% Aktien
IFP Advisors, Inc $10.205 342 0,01% Aktien
SALEM INVESTMENT COUNSELORS INC $9.698 325 0,01% Aktien
AE Wealth Management LLC $8.952 300 0,01% Aktien
SIMPLEX TRADING, LLC $7.788 261 0,00% Aktien
Janney Montgomery Scott LLC $1.449 48.574 0,00% Aktien
WELLS FARGO & COMPANY/MN $119 4 0,00% Aktien
MORGAN STANLEY $96 3 0,00% Aktien
TSFG, LLC $29 981 0,00% Aktien