TPHD — Institutionelle Eigentümer (13F)

97 Einreicher · $160.0M 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
WESTWOOD HOLDINGS GROUP INC $36.297.380 858.500 22,68% Aktien
LPL Financial LLC $26.105.491 617.443 16,31% Aktien
Christian Investment Advisors, Inc. $17.415.625 411.912 10,88% Aktien
BENJAMIN EDWARDS INC $5.859.827 138.597 3,66% Aktien
Coppell Advisory Solutions LLC $5.014.261 1.941 3,13% Aktien
CWM, LLC $4.404.667 106.496 2,75% Aktien
Turning Point Benefit Group, Inc. $4.192.086 99.122 2,62% Aktien
AMERIPRISE FINANCIAL INC $4.082.664 96.563 2,55% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $3.259.841 77.101 2,04% Aktien
OneAscent Financial Services LLC $3.223.737 76.247 2,01% Aktien
RAYMOND JAMES FINANCIAL INC $3.211.689 75.962 2,01% Aktien
Cetera Investment Advisers $2.725.969 64.474 1,70% Aktien
J.W. COLE ADVISORS, INC. $2.328.370 55.070 1,45% Aktien
ENVESTNET ASSET MANAGEMENT INC $2.293.616 54.248 1,43% Aktien
Focus Partners Advisor Solutions, LLC $2.057.482 48.663 1,29% Aktien
First Heartland Consultants, Inc. $1.978.190 46.788 1,24% Aktien
Inspire Advisors, LLC $1.750.245 41.397 1,09% Aktien
FAMILY WEALTH PARTNERS, LLC $1.728.637 41.795 1,08% Aktien
Frontier Asset Management, LLC $1.709.631 40.436 1,07% Aktien
Bare Financial Services, Inc $1.671.534 39.535 1,04% Aktien
Geneos Wealth Management Inc. $1.576.790 37.294 0,99% Aktien
Sound Financial Strategies Group, LLC $1.509.269 35.697 0,94% Aktien
WorthPointe, LLC $1.501.300 35.509 0,94% Aktien
EverSource Wealth Advisors, LLC $1.481.618 35.043 0,93% Aktien
JONES FINANCIAL COMPANIES LLLP $1.255.593 29.492 0,78% Aktien
Farther Finance Advisors, LLC $1.163.163 27.511 0,73% Aktien
Foundations Investment Advisors, LLC $1.088.145 25.737 0,68% Aktien
IFP Advisors, Inc $1.018.652 24.093 0,64% Aktien
RFG Advisory, LLC $833.170 19.706 0,52% Aktien
UBS Group AG $822.557 19.455 0,51% Aktien
Allen Capital Group, LLC $784.886 18.564 0,49% Aktien
O'Connor Financial Group LLC $753.091 17.812 0,47% Aktien
Kestra Advisory Services, LLC $748.872 17.712 0,47% Aktien
OSAIC HOLDINGS, INC. $673.946 15.940 0,42% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $656.799 15.535 0,41% Aktien
WIN ADVISORS, INC $618.264 14.623 0,39% Aktien
SUMMIT WEALTH GROUP LLC / CO $609.213 14.409 0,38% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596.408 14.106 0,37% Aktien
Merit Financial Group, LLC $586.660 13.876 0,37% Aktien
PNC Financial Services Group, Inc. $524.460 12.404 0,33% Aktien
Sigma Planning Corp $505.353 11.953 0,32% Aktien
Atria Investments, Inc $481.485 11.388 0,30% Aktien
Atria Wealth Solutions, Inc. $433.733 11.254 0,27% Aktien
LaSalle St. Investment Advisors, LLC $393.647 9.310 0,25% Aktien
LifeWealth Investments, LLC $382.211 9.040 0,24% Aktien
Envestnet Portfolio Solutions, Inc. $371.979 8.798 0,23% Aktien
GOLDMAN SACHS GROUP INC $369.231 8.733 0,23% Aktien
Orion Portfolio Solutions, LLC $354.537 9.424 0,22% Aktien
GTS SECURITIES LLC $341.030 8.066 0,21% Aktien
Strategic Blueprint, LLC $309.073 7.310 0,19% Aktien
Koshinski Asset Management, Inc. $306.530 7.250 0,19% Aktien
IHT Wealth Management, LLC $304.689 7.206 0,19% Aktien
KAVAR CAPITAL PARTNERS GROUP, LLC $292.831 6.926 0,18% Aktien
OneAscent Wealth Management LLC $283.427 6.704 0,18% Aktien
Kovack Advisors, Inc. $281.192 6.646 0,18% Aktien
Independent Advisor Alliance $271.184 6.414 0,17% Aktien
Black Diamond Financial, LLC $270.127 6.389 0,17% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $263.700 6.237 0,16% Aktien
H D Vest Advisory Services $263.512 6.971 0,16% Aktien
VERUS CAPITAL PARTNERS, LLC $260.445 6.160 0,16% Aktien
Regal Investment Advisors LLC $251.101 5.939 0,16% Aktien
Bank of New York Mellon Corp $232.581 5.501 0,15% Aktien
Aptus Capital Advisors, LLC $228.523 5.405 0,14% Aktien
MERCER GLOBAL ADVISORS INC /ADV $222.043 5.252 0,14% Aktien
Kingsview Wealth Management, LLC $216.896 5.130 0,14% Aktien
Ameritas Advisory Services, LLC $212.447 5.025 0,13% Aktien
BIP Wealth, LLC $207.945 4.918 0,13% Aktien
Faithward Advisors, LLC $201.319 4.762 0,13% Aktien
ROYAL BANK OF CANADA $193.000 4.571 0,12% Aktien
Nemes Rush Group LLC $157.493 3.725 0,10% Aktien
N.E.W. Advisory Services LLC $138.676 3.280 0,09% Aktien
Rockefeller Capital Management L.P. $118.807 2.810 0,07% Aktien
MORGAN STANLEY $103.650 2.451 0,06% Aktien
Arax Advisory Partners $92.256 2.182 0,06% Aktien
FMR LLC $65.306 1.545 0,04% Aktien
NewEdge Advisors, LLC $63.420 1.500 0,04% Aktien
OLIVER LAGORE VANVALIN INVESTMENT GROUP $62.369 1.658 0,04% Aktien
HARBOUR INVESTMENTS, INC. $59.488 1.407 0,04% Aktien
Bank of New Hampshire $54.964 1.300 0,03% Aktien
CoreCap Advisors, LLC $42.238 999 0,03% Aktien
SHP Wealth Management $38.982 922 0,02% Aktien
FTB Advisors, Inc. $32.848 869 0,02% Aktien
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $27.482 650 0,02% Aktien
FIFTH THIRD BANCORP $25.199 596 0,02% Aktien
IFG Advisory, LLC $24.565 581 0,02% Aktien
Smartleaf Asset Management LLC $20.574 485 0,01% Aktien
JPMORGAN CHASE & CO $20.404 481 0,01% Aktien
COMERICA BANK $20.267 526 0,01% Aktien
Buck Wealth Strategies, LLC $16.341 387 0,01% Aktien
ASSETMARK, INC $6.807 161 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $6.026 142.532 0,00% Aktien
Blue Trust, Inc. $5.789 137 0,00% Aktien
Ameritas Investment Partners, Inc. $2.543 60 0,00% Aktien
Janney Montgomery Scott LLC $363 8.581 0,00% Aktien
CX Institutional $221 5.458 0,00% Aktien
WELLS FARGO & COMPANY/MN $22 1 0,00% Aktien
First PREMIER Bank $11 250 0,00% Aktien