TAXF — Institutionelle Eigentümer (13F)

118 Einreicher · $512.0M 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
ENVESTNET ASSET MANAGEMENT INC $124.349.373 2.446.137 24,29% Aktien
CWM, LLC $77.723.291 1.552.913 15,18% Aktien
LPL Financial LLC $35.078.911 690.054 6,85% Aktien
MORGAN STANLEY $23.233.834 457.043 4,54% Aktien
Goldstein Advisors, LLC $22.187.902 436.469 4,33% Aktien
AMERIPRISE FINANCIAL INC $17.976.320 353.825 3,51% Aktien
Prime Capital Investment Advisors, LLC $17.843.335 351.005 3,48% Aktien
RAYMOND JAMES FINANCIAL INC $14.033.884 276.068 2,74% Aktien
Private Advisor Group, LLC $12.177.394 239.548 2,38% Aktien
CONDOR CAPITAL MANAGEMENT $9.042.584 177.881 1,77% Aktien
IFP Advisors, Inc $7.532.781 148.181 1,47% Aktien
Dynamic Advisor Solutions LLC $6.268.812 123.317 1,22% Aktien
Arax Advisory Partners $5.980.026 117.636 1,17% Aktien
NewEdge Advisors, LLC $5.935.000 116.750 1,16% Aktien
First Affirmative Financial Network $5.901.780 117.918 1,15% Aktien
U.S. Capital Wealth Advisors, LLC $5.712.257 114.131 1,12% Aktien
FAS Wealth Partners, Inc. $5.340.352 105.053 1,04% Aktien
Henderson Brothers Financial Partners, LLC $4.912.457 96.635 0,96% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $4.810.431 94.628 0,94% Aktien
Kestra Advisory Services, LLC $4.539.442 89.298 0,89% Aktien
GEM Asset Management, LLC $4.433.327 87.210 0,87% Aktien
Elequin Capital, LP $4.244.773 83.501 0,83% Aktien
JANE STREET GROUP, LLC $4.226.778 83.147 0,83% Aktien
Pursuit Wealth Management LLC $4.108.276 81.546 0,80% Aktien
Visionary Wealth Advisors $3.790.832 74.571 0,74% Aktien
GOLDMAN SACHS GROUP INC $3.333.403 65.573 0,65% Aktien
ARQ WEALTH ADVISORS, LLC $3.283.450 65.474 0,64% Aktien
JPMORGAN CHASE & CO $3.259.026 64.028 0,64% Aktien
IHT Wealth Management, LLC $3.173.333 62.424 0,62% Aktien
HighTower Advisors, LLC $3.140.869 61.786 0,61% Aktien
OneDigital Investment Advisors LLC $3.091.533 60.815 0,60% Aktien
CARY STREET PARTNERS FINANCIAL LLC $2.972.857 58.481 0,58% Aktien
Landmark Wealth Management, LLC $2.899.255 57.033 0,57% Aktien
OSAIC HOLDINGS, INC. $2.685.667 52.823 0,52% Aktien
MERCER GLOBAL ADVISORS INC /ADV $2.464.339 48.477 0,48% Aktien
ROYAL BANK OF CANADA $2.416.000 47.529 0,47% Aktien
GWN SECURITIES INC. $2.244.416 44.151 0,44% Aktien
OneAscent Financial Services LLC $2.020.081 39.738 0,39% Aktien
Mutual Advisors, LLC $1.935.468 38.074 0,38% Aktien
Orion Portfolio Solutions, LLC $1.898.774 38.375 0,37% Aktien
Cooper Capital Advisors LLC $1.748.724 34.400 0,34% Aktien
PNC Financial Services Group, Inc. $1.720.559 33.846 0,34% Aktien
Pine Valley Investments Ltd Liability Co $1.718.039 33.796 0,34% Aktien
MATHER GROUP, LLC. $1.465.719 28.833 0,29% Aktien
Melone Private Wealth, LLC $1.405.387 27.646 0,27% Aktien
First Heartland Consultants, Inc. $1.398.979 27.520 0,27% Aktien
JONES FINANCIAL COMPANIES LLLP $1.299.458 25.595 0,25% Aktien
Foundations Investment Advisors, LLC $1.268.731 24.958 0,25% Aktien
Midwestern Financial, LLC /IA $1.177.359 23.160 0,23% Aktien
CNB Bank $1.039.627 20.451 0,20% Aktien
Concurrent Investment Advisors, LLC $957.172 18.829 0,19% Aktien
Equitable Holdings, Inc. $887.178 17.452 0,17% Aktien
STIFEL FINANCIAL CORP $876.151 17.235 0,17% Aktien
Aprio Wealth Management, LLC $876.090 17.234 0,17% Aktien
COMERICA BANK $872.973 17.328 0,17% Aktien
Equity Wealth Partners, LLC $846.375 16.649 0,17% Aktien
Westside Investment Management, Inc. $823.527 16.200 0,16% Aktien
ERn Financial, LLC $822.002 16.170 0,16% Aktien
REGIMEN WEALTH, LLC $791.841 15.577 0,15% Aktien
Altus Wealth Group LLC $774.586 15.237 0,15% Aktien
Prosperity Consulting Group, LLC $737.972 14.517 0,14% Aktien
PFG Advisors $723.473 14.232 0,14% Aktien
Gerber Kawasaki Wealth & Investment Management $718.817 14.140 0,14% Aktien
SageView Advisory Group, LLC $680.378 13.384 0,13% Aktien
marrick wealth, LLC $674.377 13.266 0,13% Aktien
Core Wealth Advisors, Inc. $668.989 13.160 0,13% Aktien
Clearview Wealth Management LLC $660.893 13.001 0,13% Aktien
Portfolio Resources Advisor Group, Inc. $648.047 12.948 0,13% Aktien
FIFTH THIRD BANCORP $560.243 11.021 0,11% Aktien
CITADEL ADVISORS LLC $556.389 10.945 0,11% Aktien
Cetera Investment Advisers $543.666 10.695 0,11% Aktien
Orion Porfolio Solutions, LLC $511.301 10.058 0,10% Aktien
MML INVESTORS SERVICES, LLC $506.347 9.961 0,10% Aktien
SYNOVUS FINANCIAL CORP $485.764 9.670 0,09% Aktien
Palatine Hill Wealth Management, LLC $483.238 9.506 0,09% Aktien
Merit Financial Group, LLC $456.625 8.982 0,09% Aktien
Trilogy Capital Inc. $438.452 8.625 0,09% Aktien
Pinnacle Financial Partners, Inc. $423.329 8.327 0,08% Aktien
CAPTRUST FINANCIAL ADVISORS $407.897 8.024 0,08% Aktien
Stewardship Advisors, LLC $402.867 7.925 0,08% Aktien
Lifeworks Advisors, LLC $378.162 7.439 0,07% Aktien
UNIQUE WEALTH, LLC $371.604 7.310 0,07% Aktien
Arrowroot Family Office, LLC $361.971 7.121 0,07% Aktien
Savvy Advisors, Inc. $338.478 6.658 0,07% Aktien
UBS Group AG $331.647 6.524 0,06% Aktien
CASTLE WEALTH MANAGEMENT LLC $321.887 6.332 0,06% Aktien
C M BIDWELL & ASSOCIATES LTD $314.160 6.180 0,06% Aktien
Creative Planning $310.959 6.117 0,06% Aktien
PRIVATE TRUST CO NA $279.515 5.498 0,05% Aktien
Inspire Advisors, LLC $273.442 5.379 0,05% Aktien
Bill Few Associates, Inc. $256.208 5.040 0,05% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $236.479 4.678 0,05% Aktien
Barnes Wealth Management Group, Inc $232.502 4.573 0,05% Aktien
Investment Advisory Group, LLC $228.758 4.500 0,04% Aktien
Fortis Group Advisors, LLC $214.320 4.216 0,04% Aktien
Pure Financial Advisors, LLC $208.424 4.100 0,04% Aktien
Frederick Financial Consultants, LLC $206.290 4.058 0,04% Aktien
PFG Investments, LLC $203.375 4.001 0,04% Aktien
Avidian Wealth Enterprises, LLC $202.685 3.987 0,04% Aktien
Lodestone Wealth Management LLC $173.583 3.415 0,03% Aktien
HARBOUR INVESTMENTS, INC. $45.701 899 0,01% Aktien
ASSETMARK, INC $45.091 887 0,01% Aktien
Geneos Wealth Management Inc. $40.164 790 0,01% Aktien
Caldwell Trust Co $39.143 770 0,01% Aktien
Steward Partners Investment Advisory, LLC $38.126 750 0,01% Aktien
Farther Finance Advisors, LLC $23.435 461 0,00% Aktien
IFG Advisory, LLC $21.566 424 0,00% Aktien
Global Retirement Partners, LLC $21.503 423 0,00% Aktien
CX Institutional $16.978 358.295 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $3.606 70.928 0,00% Aktien
Financial Management Professionals, Inc. $3.289 65 0,00% Aktien
SIGNATUREFD, LLC $603 12 0,00% Aktien
Janney Montgomery Scott LLC $312 6.140 0,00% Aktien
Capital Analysts, LLC $74 1.446 0,00% Aktien
BESSEMER GROUP INC $70 1.386 0,00% Aktien
WELLS FARGO & COMPANY/MN $44 1 0,00% Aktien
BlackRock, Inc. $35 1 0,00% Aktien
Larson Financial Group LLC $35 1 0,00% Aktien