SOR — Institutionelle Eigentümer (13F)

58 Einreicher · $73.7M 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
DKM Wealth Management, Inc. $14.393.004 313.096 19,53% Aktien
D.A. DAVIDSON & CO. $7.673.337 166.920 10,41% Aktien
Shaker Financial Services, LLC $7.077.818 153.966 9,61% Aktien
DIVERSIFIED MANAGEMENT INC $5.464.324 117.969 7,42% Aktien
Hara Capital LLC $4.577.003 99.565 6,21% Aktien
MORGAN STANLEY $4.177.616 90.877 5,67% Aktien
FIRST TRUST ADVISORS LP $3.473.217 75.554 4,71% Aktien
Mesirow Financial Investment Management, Inc. $3.466.524 75.409 4,70% Aktien
WELLS FARGO & COMPANY/MN $3.103.138 67.504 4,21% Aktien
RAYMOND JAMES FINANCIAL INC $2.667.036 58.017 3,62% Aktien
Invesco Ltd. $1.560.773 33.952 2,12% Aktien
Anchor Investment Management, LLC $1.321.954 28.757 1,79% Aktien
Smith Asset Management Co., LLC $1.290.010 28.062 1,75% Aktien
US BANCORP \DE\ $1.140.056 24.800 1,55% Aktien
Keating Financial Advisory Services, Inc. $1.047.476 22.786 1,42% Aktien
LPL Financial LLC $966.499 21.025 1,31% Aktien
&PARTNERS $726.272 15.799 0,99% Aktien
OSAIC HOLDINGS, INC. $694.963 15.115 0,94% Aktien
Chemistry Wealth Management LLC $652.360 14.191 0,89% Aktien
Baltimore-Washington Financial Advisors, Inc. $646.660 14.067 0,88% Aktien
BANK OF AMERICA CORP /DE/ $645.337 14.038 0,88% Aktien
PECAUT & CO. $625.241 13.601 0,85% Aktien
READYSTATE ASSET MANAGEMENT LP $564.512 12.280 0,77% Aktien
AE Wealth Management LLC $540.607 11.760 0,73% Aktien
NWF Advisory Services Inc. $540.194 11.751 0,73% Aktien
EVOLVE PRIVATE WEALTH, LLC $490.316 10.666 0,67% Aktien
Pinnacle Financial Partners, Inc. $475.062 10.334 0,64% Aktien
CARY STREET PARTNERS FINANCIAL LLC $451.058 9.812 0,61% Aktien
Capital Investment Counsel, Inc $413.730 9.000 0,56% Aktien
Private Advisor Group, LLC $366.706 7.977 0,50% Aktien
Waypoint Wealth Partners Inc. $310.219 7.154 0,42% Aktien
Cetera Investment Advisers $289.808 6.304 0,39% Aktien
UBS Group AG $255.593 5.560 0,35% Aktien
NewEdge Advisors, LLC $235.345 5.120 0,32% Aktien
Beacon Pointe Advisors, LLC $214.864 4.674 0,29% Aktien
ASSETMARK, INC $164.848 3.586 0,22% Aktien
Align Financial, LLC $153.796 3.346 0,21% Aktien
JONES FINANCIAL COMPANIES LLLP $124.216 2.766 0,17% Aktien
ROYAL BANK OF CANADA $83.000 1.815 0,11% Aktien
AlphaCentric Advisors LLC $78.149 1.700 0,11% Aktien
Crossingbridge Advisors, LLC $78.149 1.700 0,11% Aktien
Manchester Capital Management LLC $69.889 1.520 0,09% Aktien
Key Capital Management, INC $60.129 1.308 0,08% Aktien
LANARK FINANCIAL, INC. $51.102 1.111 0,07% Aktien
PNC Financial Services Group, Inc. $45.971 1.000 0,06% Aktien
WOLVERINE ASSET MANAGEMENT LLC $44.361 965 0,06% Aktien
Rockefeller Capital Management L.P. $41.971 913 0,06% Aktien
WHI TRUST Co LLC $41.925 912 0,06% Aktien
JPMORGAN CHASE & CO $32.659 717 0,04% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32.179 700 0,04% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22.904 495 0,03% Aktien
MATHER GROUP, LLC. $10.749 234 0,01% Aktien
CWM, LLC $3.103 67 0,00% Aktien
Cassaday & Co Wealth Management LLC $920 20 0,00% Aktien
Janney Montgomery Scott LLC $340 7.388 0,00% Aktien
Russell Investments Group, Ltd. $138 3 0,00% Aktien
Motiv8 Investments LLC $5 109 0,00% Aktien
Colonial Trust Co / SC $4 0 0,00% Aktien