SHYM — Institutionelle Eigentümer (13F)

159 Einreicher · $462.3M 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
Orgel Wealth Management, LLC $182.886.909 8.146.410 39,56% Aktien
LPL Financial LLC $59.060.299 2.630.748 12,78% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $29.671.941 1.321.690 6,42% Aktien
OSAIC HOLDINGS, INC. $18.815.492 838.089 4,07% Aktien
ENVESTNET ASSET MANAGEMENT INC $17.111.350 762.198 3,70% Aktien
JPMORGAN CHASE & CO $9.328.139 415.599 2,02% Aktien
HighTower Advisors, LLC $8.338.126 371.409 1,80% Aktien
Quotient Wealth Partners, LLC $7.262.306 323.488 1,57% Aktien
Dynasty Wealth Management, LLC $7.128.097 317.510 1,54% Aktien
Trust Co $6.429.047 291.964 1,39% Aktien
Prentice Wealth Management LLC $5.546.228 247.048 1,20% Aktien
MML INVESTORS SERVICES, LLC $4.875.504 217.172 1,05% Aktien
FORTE ASSET MANAGEMENT LLC $4.006.123 178.446 0,87% Aktien
Evergreen Wealth Partners LLC $3.653.105 162.722 0,79% Aktien
Rialto Wealth Management, LLC $3.626.035 161.516 0,78% Aktien
IHT Wealth Management, LLC $3.525.105 157.020 0,76% Aktien
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $3.461.252 154.176 0,75% Aktien
Ashton Thomas Private Wealth, LLC $3.106.407 138.370 0,67% Aktien
Vertex Planning Partners, LLC $3.051.471 135.923 0,66% Aktien
Cetera Investment Advisers $2.419.195 107.759 0,52% Aktien
FourThought Financial Partners, LLC $2.384.889 106.231 0,52% Aktien
TRUIST FINANCIAL CORP $2.361.091 105.171 0,51% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2.163.072 96.618 0,47% Aktien
DeLarme Wealth Management, Inc. $2.158.208 96.134 0,47% Aktien
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1.988.549 88.577 0,43% Aktien
Legacy Advisory Services, LLC $1.800.490 80.200 0,39% Aktien
Ausdal Financial Partners, Inc. $1.773.349 78.991 0,38% Aktien
Private Advisor Group, LLC $1.735.943 77.325 0,38% Aktien
Aspen Wealth Management LLC $1.683.911 75.007 0,36% Aktien
H D Vest Advisory Services $1.603.331 71.866 0,35% Aktien
WCG Wealth Advisors LLC $1.569.861 69.927 0,34% Aktien
Keebeck Wealth Management $1.535.715 68.406 0,33% Aktien
SK Wealth Management, LLC $1.425.849 64.431 0,31% Aktien
Elequin Capital, LP $1.416.528 63.097 0,31% Aktien
COFG Advisors, LLC $1.329.399 59.216 0,29% Aktien
Ellis Investment Partners, LLC $1.223.248 54.487 0,26% Aktien
Vestmark Advisory Solutions, Inc. $1.210.998 53.942 0,26% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $1.185.504 53.449 0,26% Aktien
Diversify Advisory Services, LLC $1.185.504 53.449 0,26% Aktien
Joseph Group Capital Management $1.184.821 52.776 0,26% Aktien
MBA Advisors LLC $1.163.471 51.825 0,25% Aktien
Stratos Wealth Partners, LTD. $1.124.303 50.080 0,24% Aktien
Envestnet Portfolio Solutions, Inc. $1.117.673 49.785 0,24% Aktien
Wealth Advisors of Tampa Bay, LLC $1.010.250 45.000 0,22% Aktien
World Investment Advisors $999.474 44.520 0,22% Aktien
Indivisible Partners $990.292 44.111 0,21% Aktien
Tolleson Wealth Management, Inc. $965.911 43.025 0,21% Aktien
Financial Engines Advisors L.L.C. $962.095 42.855 0,21% Aktien
Objective Capital Management, LLC $938.331 41.796 0,20% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $923.996 41.342 0,20% Aktien
NewEdge Advisors, LLC $847.065 37.732 0,18% Aktien
Legacy Edge Advisors, LLC $840.483 37.438 0,18% Aktien
Beacon Pointe Advisors, LLC $818.355 36.452 0,18% Aktien
Orion Porfolio Solutions, LLC $761.594 33.924 0,16% Aktien
Marietta Wealth Management, LLC $759.641 33.837 0,16% Aktien
ShoreHaven Wealth Partners, LLC $758.664 33.794 0,16% Aktien
Advisory Resource Group $726.707 32.370 0,16% Aktien
Tortuga Wealth Management, Inc $698.008 31.092 0,15% Aktien
JANE STREET GROUP, LLC $697.566 31.072 0,15% Aktien
BETO FINANCIAL GROUP, LLC $689.323 30.953 0,15% Aktien
Per Stirling Capital Management, LLC. $677.429 30.175 0,15% Aktien
Creative Planning $660.501 29.421 0,14% Aktien
Kestra Advisory Services, LLC $648.271 28.876 0,14% Aktien
Beta Wealth Group, Inc. $646.782 28.810 0,14% Aktien
&PARTNERS $644.172 28.694 0,14% Aktien
Weitzel Financial Services, Inc. $634.383 28.327 0,14% Aktien
OLD MISSION CAPITAL LLC $618.250 27.539 0,13% Aktien
Destiny Wealth Partners, LLC $614.910 27.780 0,13% Aktien
FOCUSED ALPHA, LLC $599.618 26.709 0,13% Aktien
Summit Financial, LLC $582.699 25.955 0,13% Aktien
RFG Advisory, LLC $579.188 25.799 0,13% Aktien
Apollon Wealth Management, LLC $566.481 25.233 0,12% Aktien
Atria Wealth Solutions, Inc. $532.584 23.872 0,12% Aktien
Kuhn & Co Investment Counsel $532.514 23.720 0,12% Aktien
Orion Portfolio Solutions, LLC $518.848 22.887 0,11% Aktien
RETIREMENT PLANNING GROUP, LLC / NY $518.088 23.077 0,11% Aktien
Sovereign Financial Group, Inc. $504.945 22.492 0,11% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $492.810 21.951 0,11% Aktien
SAGESPRING WEALTH PARTNERS, LLC $482.594 21.496 0,10% Aktien
Private Wealth Asset Management, LLC $482.002 21.470 0,10% Aktien
Krasney Financial LLC $472.713 21.467 0,10% Aktien
Sowell Financial Services LLC $468.672 20.876 0,10% Aktien
Ameritas Advisory Services, LLC $466.558 20.782 0,10% Aktien
Premier Path Wealth Partners, LLC $465.770 20.747 0,10% Aktien
Horizon Wealth Management, LLC $453.134 20.184 0,10% Aktien
Dynamic Advisor Solutions LLC $446.196 19.875 0,10% Aktien
Veracity Capital LLC $444.532 19.801 0,10% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $442.596 19.715 0,10% Aktien
Serenity Investment Advisors $442.389 19.995 0,10% Aktien
Advyzon Investment Management, LLC $417.480 18.596 0,09% Aktien
Tower Research Capital LLC (TRC) $399.745 17.806 0,09% Aktien
Bedel Financial Consulting, Inc. $387.090 17.242 0,08% Aktien
Cornerstone Wealth Management, LLC $378.605 16.864 0,08% Aktien
Equitable Holdings, Inc. $356.032 15.859 0,08% Aktien
ARQ WEALTH ADVISORS, LLC $355.360 16.000 0,08% Aktien
PERSPECTIVE WEALTH ADVISORS LLC $349.255 15.557 0,08% Aktien
Camarda Financial Advisors, LLC $340.388 15.162 0,07% Aktien
Advisory Services Network, LLC $329.821 14.691 0,07% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $329.806 14.691 0,07% Aktien
Capital Asset Advisory Services LLC $329.806 14.691 0,07% Aktien
Brookwood Investment Group LLC $320.608 14.281 0,07% Aktien
ALTERNA WEALTH MANAGEMENT, INC $318.027 14.166 0,07% Aktien
PRINCIPAL SECURITIES, INC. $316.829 14.113 0,07% Aktien
Arrowroot Family Office, LLC $316.208 14.085 0,07% Aktien
Parallel Advisors, LLC $314.344 14.001 0,07% Aktien
Integrated Wealth Concepts LLC $309.523 13.787 0,07% Aktien
Vawter Financial, Ltd. $308.822 13.756 0,07% Aktien
CASTLE WEALTH MANAGEMENT LLC $304.534 13.565 0,07% Aktien
HARBOUR INVESTMENTS, INC. $302.738 13.485 0,07% Aktien
SIGNATUREFD, LLC $300.830 13.400 0,07% Aktien
Vision Retirement, LLC $289.745 12.906 0,06% Aktien
Bowman & Co S.C. $287.749 12.950 0,06% Aktien
FIDUCIARY FINANCIAL ADVISORS $276.424 12.313 0,06% Aktien
Wealthcare Advisory Partners LLC $271.221 12.081 0,06% Aktien
Alpha Financial Partners LLC $257.429 11.467 0,06% Aktien
M Wealth Management, LLC $251.440 11.200 0,05% Aktien
NewEdge Wealth, LLC $250.991 11.180 0,05% Aktien
WealthCare Investment Partners, LLC $239.925 10.687 0,05% Aktien
CARY STREET PARTNERS FINANCIAL LLC $226.072 10.070 0,05% Aktien
DIVERSIFIED TRUST CO $224.500 10.000 0,05% Aktien
Mutual Advisors, LLC $223.901 9.973 0,05% Aktien
Triad Wealth Partners, LLC $213.276 9.668 0,05% Aktien
Perigon Wealth Management, LLC $209.436 9.329 0,05% Aktien
Dorsey & Whitney Trust CO LLC $208.291 9.278 0,05% Aktien
JFS WEALTH ADVISORS, LLC $195.296 8.869 0,04% Aktien
AMERIFLEX GROUP, INC. $193.766 8.631 0,04% Aktien
IFP Advisors, Inc $181.665 8.092 0,04% Aktien
PRIVATE TRUST CO NA $168.016 7.484 0,04% Aktien
Kings Path Partners LLC $156.014 6.949 0,03% Aktien
N.E.W. Advisory Services LLC $152.301 6.784 0,03% Aktien
Farther Finance Advisors, LLC $141.910 6.321 0,03% Aktien
Atlantic Edge Private Wealth Management, LLC $112.250 5.000 0,02% Aktien
COMERICA BANK $93.568 4.211 0,02% Aktien
AE Wealth Management LLC $91.479 4.075 0,02% Aktien
FIFTH THIRD BANCORP $87.510 3.898 0,02% Aktien
JONES FINANCIAL COMPANIES LLLP $77.461 3.455 0,02% Aktien
GGM Financial LLC $76.779 3.420 0,02% Aktien
Sunbelt Securities, Inc. $75.715 3.438 0,02% Aktien
BlackRock, Inc. $62.164 2.769 0,01% Aktien
Signature Equity Partners, LLC $57.517 2.562 0,01% Aktien
Steward Partners Investment Advisory, LLC $55.016 2.451 0,01% Aktien
Allworth Financial LP $46.056 2.051 0,01% Aktien
Litman Gregory Wealth Management LLC $24.694 1.111 0,01% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $23.121 1.050 0,01% Aktien
Spire Wealth Management $18.701 833 0,00% Aktien
Wilkerson Advisory Group LLC $13.470 600 0,00% Aktien
Aptus Capital Advisors, LLC $7.027 313 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $4.383 195.227 0,00% Aktien
Portfolio Resources Advisor Group, Inc. $3.143 140 0,00% Aktien
Capital Analysts, LLC $3.098 137.977 0,00% Aktien
Janney Montgomery Scott LLC $2.357 105.010 0,00% Aktien
Golden State Wealth Management, LLC $2.290 102 0,00% Aktien
CWM, LLC $1.497 68 0,00% Aktien
PARK AVENUE SECURITIES LLC $1.089 48.492 0,00% Aktien
Imprint Wealth LLC $898 40 0,00% Aktien
HRT FINANCIAL LP $371 16.537 0,00% Aktien
TSFG, LLC $62 2.750 0,00% Aktien
MORGAN STANLEY $33 1 0,00% Aktien
WELLS FARGO & COMPANY/MN $7 0 0,00% Aktien