TBLD — Institutionelle Eigentümer (13F)

58 Einreicher · $216.4M 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
UBS Group AG $40.964.348 1.856.110 18,93% Aktien
DKM Wealth Management, Inc. $21.138.048 957.773 9,77% Aktien
STIFEL FINANCIAL CORP $18.473.568 837.046 8,54% Aktien
MORGAN STANLEY $17.035.741 771.895 7,87% Aktien
Atlas Wealth LLC $15.689.409 710.893 7,25% Aktien
RAYMOND JAMES FINANCIAL INC $15.572.556 705.598 7,20% Aktien
Advisors Asset Management, Inc. $13.575.641 675.405 6,27% Aktien
Kera Capital Partners, Inc. $10.619.978 481.195 4,91% Aktien
ROYAL BANK OF CANADA $10.208.000 462.544 4,72% Aktien
WELLS FARGO & COMPANY/MN $9.433.461 427.434 4,36% Aktien
LPL Financial LLC $7.187.374 325.663 3,32% Aktien
Rockefeller Capital Management L.P. $3.555.298 161.091 1,64% Aktien
Sanctuary Advisors, LLC $3.078.132 139.471 1,42% Aktien
Private Advisor Group, LLC $2.670.958 121.022 1,23% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2.635.460 120.616 1,22% Aktien
Thomas J. Herzfeld Advisors, Inc. $1.776.172 80.479 0,82% Aktien
Alessandra Capital Management, LLC $1.743.664 79.006 0,81% Aktien
EVOLVE PRIVATE WEALTH, LLC $1.720.533 77.958 0,80% Aktien
Invesco Ltd. $1.713.338 77.632 0,79% Aktien
Concurrent Investment Advisors, LLC $1.578.879 71.540 0,73% Aktien
D.A. DAVIDSON & CO. $1.528.098 69.238 0,71% Aktien
Kestra Advisory Services, LLC $1.487.646 67.406 0,69% Aktien
OSAIC HOLDINGS, INC. $1.241.076 56.219 0,57% Aktien
FINANCIAL MANAGEMENT NETWORK INC $1.066.715 48.377 0,49% Aktien
PMG Family Office LLC $1.061.457 48.095 0,49% Aktien
Dakota Wealth Management $1.036.863 46.981 0,48% Aktien
Lokken Investment Group LLC $925.063 46.509 0,43% Aktien
Advisory Advocates, LLC $760.753 34.470 0,35% Aktien
Closed-End Fund Advisors, Inc. $757.818 34.337 0,35% Aktien
Steward Partners Investment Advisory, LLC $549.962 24.919 0,25% Aktien
OPPENHEIMER & CO INC $512.355 23.215 0,24% Aktien
COMERICA BANK $486.420 24.200 0,22% Aktien
FIFTH THIRD BANCORP $470.091 21.300 0,22% Aktien
DAVENPORT & Co LLC $433.335 19.635 0,20% Aktien
NewEdge Advisors, LLC $364.442 16.513 0,17% Aktien
BROWN ADVISORY INC $302.800 13.720 0,14% Aktien
HICKS CAPITAL MANAGEMENT LLC $283.732 12.856 0,13% Aktien
KW WEALTH MANAGEMENT LLC $282.566 14.058 0,13% Aktien
Allegheny Financial Group $276.908 12.546 0,13% Aktien
&PARTNERS $276.316 12.520 0,13% Aktien
LaSalle St. Investment Advisors, LLC $269.364 12.205 0,12% Aktien
BROWN BROTHERS HARRIMAN & CO $265.348 12.023 0,12% Aktien
Beacon Pointe Advisors, LLC $253.805 11.500 0,12% Aktien
Cetera Investment Advisers $243.752 11.045 0,11% Aktien
Prosperity Consulting Group, LLC $220.700 10.000 0,10% Aktien
TRUIST FINANCIAL CORP $209.694 9.501 0,10% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148.928 6.748 0,07% Aktien
US BANCORP \DE\ $110.262 4.996 0,05% Aktien
WEBSTER BANK, N. A. $66.210 3.000 0,03% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59.103 2.678 0,03% Aktien
SOA Wealth Advisors, LLC. $38.162 1.729 0,02% Aktien
Clark Wealth Partners $14.567 660 0,01% Aktien
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13.242 600 0,01% Aktien
WHITTIER TRUST CO $11.070 500 0,01% Aktien
Janney Montgomery Scott LLC $1.537 69.629 0,00% Aktien
WEDBUSH SECURITIES INC $939 42.539 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $846 38.344 0,00% Aktien
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $584 26.550 0,00% Aktien