UCON — Institutionelle Eigentümer (13F)

286 Einreicher · $2.8B 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
LPL Financial LLC $340.383.098 13.680.994 12,11% Aktien
MORGAN STANLEY $231.772.600 9.315.618 8,25% Aktien
WELLS FARGO & COMPANY/MN $178.495.907 7.174.273 6,35% Aktien
AMERIPRISE FINANCIAL INC $138.557.967 5.567.401 4,93% Aktien
BANK OF AMERICA CORP /DE/ $104.477.546 4.199.258 3,72% Aktien
HARBOUR INVESTMENTS, INC. $104.445.001 4.197.950 3,72% Aktien
ROYAL BANK OF CANADA $100.109.000 4.023.683 3,56% Aktien
RAYMOND JAMES FINANCIAL INC $70.480.530 2.832.819 2,51% Aktien
ENVESTNET ASSET MANAGEMENT INC $65.268.105 2.623.316 2,32% Aktien
HighTower Advisors, LLC $61.496.163 2.471.711 2,19% Aktien
TRUIST FINANCIAL CORP $52.089.192 2.093.617 1,85% Aktien
OSAIC HOLDINGS, INC. $50.884.979 2.045.101 1,81% Aktien
Cetera Investment Advisers $43.716.531 1.757.095 1,56% Aktien
STIFEL FINANCIAL CORP $41.343.650 1.661.708 1,47% Aktien
Trilogy Capital Inc. $39.116.222 1.572.195 1,39% Aktien
Csenge Advisory Group $38.033.260 1.528.668 1,35% Aktien
Aptus Capital Advisors, LLC $34.839.847 1.400.315 1,24% Aktien
IFP Advisors, Inc $28.102.930 1.129.539 1,00% Aktien
Focus Partners Wealth $24.864.429 999.374 0,88% Aktien
Integrated Wealth Concepts LLC $24.449.672 982.703 0,87% Aktien
MML INVESTORS SERVICES, LLC $23.211.618 932.943 0,83% Aktien
Cyndeo Wealth Partners, LLC $21.716.918 872.866 0,77% Aktien
Wagner Wealth Management, LLC $21.377.319 859.217 0,76% Aktien
EdgeRock Capital LLC $20.964.515 842.625 0,75% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $20.748.387 833.938 0,74% Aktien
Dynamic Advisor Solutions LLC $20.311.922 816.396 0,72% Aktien
Stratos Wealth Partners, LTD. $20.099.115 807.842 0,72% Aktien
Walkner Condon Financial Advisors LLC $20.060.739 806.300 0,71% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $19.950.849 801.883 0,71% Aktien
EARNED WEALTH ADVISORS, LLC $19.705.702 792.030 0,70% Aktien
Arch Global Advisors, LLC $19.494.102 783.525 0,69% Aktien
Waverly Advisors, LLC $19.478.565 782.901 0,69% Aktien
TruWealth Advisors, LLC $19.183.983 774.486 0,68% Aktien
Capital Investment Advisory Services, LLC $18.816.608 756.295 0,67% Aktien
JPMORGAN CHASE & CO $18.583.052 745.409 0,66% Aktien
Private Advisor Group, LLC $16.909.872 679.658 0,60% Aktien
&PARTNERS $16.245.210 661.016 0,58% Aktien
Geneos Wealth Management Inc. $16.112.994 647.628 0,57% Aktien
Spartan Wealth Advisory Services LLC $15.860.147 637.466 0,56% Aktien
Navalign, LLC $15.431.268 620.228 0,55% Aktien
Collaborative Wealth Managment Inc. $15.041.299 604.554 0,54% Aktien
Visionary Wealth Advisors $14.680.252 590.042 0,52% Aktien
Smartleaf Asset Management LLC $14.483.317 580.959 0,52% Aktien
First Heartland Consultants, Inc. $14.374.071 577.736 0,51% Aktien
Equitable Holdings, Inc. $13.541.056 544.255 0,48% Aktien
Etesian Wealth Advisors, Inc. $13.345.214 536.383 0,47% Aktien
Chicago Partners Investment Group LLC $12.808.825 522.596 0,46% Aktien
CWM, LLC $12.334.791 497.973 0,44% Aktien
Kestra Advisory Services, LLC $12.128.158 487.466 0,43% Aktien
Western Wealth Management, LLC $11.338.418 455.724 0,40% Aktien
Rehmann Capital Advisory Group $11.078.247 445.374 0,39% Aktien
Focus Financial Network, Inc. $10.843.873 435.847 0,39% Aktien
HBW ADVISORY SERVICES LLC $10.749.870 432.069 0,38% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $10.657.767 428.367 0,38% Aktien
Darwin Wealth Management, LLC $10.657.766 428.366 0,38% Aktien
Prasad Wealth Partners, LLC $10.141.877 407.632 0,36% Aktien
Mach-1 Financial Group, LLC $10.051.946 404.016 0,36% Aktien
US BANCORP \DE\ $9.757.539 392.174 0,35% Aktien
CAPTRUST FINANCIAL ADVISORS $9.396.656 377.679 0,33% Aktien
Larson Financial Group LLC $9.137.749 367.273 0,33% Aktien
Good Life Advisors, LLC $9.076.779 364.676 0,32% Aktien
Gateway Wealth Partners, LLC $9.027.003 362.821 0,32% Aktien
Appalachian Capital Management Ltd $9.016.407 362.396 0,32% Aktien
Boyce & Associates Wealth Consulting, Inc. $8.894.593 357.500 0,32% Aktien
Live Oak Investment Partners $8.850.399 355.723 0,31% Aktien
XML Financial, LLC $8.818.995 354.461 0,31% Aktien
Wealth Advisory Team LLC $8.008.590 321.889 0,28% Aktien
MATHER GROUP, LLC. $7.730.748 310.721 0,28% Aktien
Certified Advisory Corp $7.543.027 303.176 0,27% Aktien
Baird Financial Group, Inc. $7.501.146 301.493 0,27% Aktien
Ameritas Advisory Services, LLC $7.398.025 297.348 0,26% Aktien
TWIN PEAKS WEALTH ADVISORS, LLC $7.010.185 281.760 0,25% Aktien
Legacy Investment Solutions, LLC $6.851.646 275.277 0,24% Aktien
CoreCap Advisors, LLC $6.765.693 271.933 0,24% Aktien
PFG Advisors $6.763.894 271.861 0,24% Aktien
TrueWealth Advisors, LLC $6.560.619 263.690 0,23% Aktien
Gaddis Premier Wealth Advisors LLC $6.534.583 262.644 0,23% Aktien
Tolleson Wealth Management, Inc. $6.400.703 257.263 0,23% Aktien
NewEdge Advisors, LLC $6.285.912 252.649 0,22% Aktien
Summit Financial, LLC $6.181.391 248.448 0,22% Aktien
GSG Advisors LLC $6.095.868 245.011 0,22% Aktien
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $6.093.535 244.917 0,22% Aktien
Triumph Capital Management $6.013.055 241.682 0,21% Aktien
H D Vest Advisory Services $5.973.448 239.994 0,21% Aktien
Total Clarity Wealth Management, Inc. $5.923.160 238.069 0,21% Aktien
My Portfolio Guide, LLC $5.904.051 238.296 0,21% Aktien
Keel Point, LLC $5.847.036 235.009 0,21% Aktien
Apollon Wealth Management, LLC $5.787.715 232.625 0,21% Aktien
OneDigital Investment Advisors LLC $5.664.371 227.668 0,20% Aktien
Nova Wealth Management, Inc. $5.433.383 218.384 0,19% Aktien
Goldstone Financial Group, LLC $5.365.595 215.659 0,19% Aktien
Vise Technologies, Inc. $5.364.884 215.630 0,19% Aktien
FOCUSED ALPHA, LLC $5.223.274 209.939 0,19% Aktien
Mariner, LLC $5.114.112 205.551 0,18% Aktien
D.A. DAVIDSON & CO. $5.089.254 204.552 0,18% Aktien
Golden State Wealth Management, LLC $5.079.895 204.175 0,18% Aktien
Synergy Investment Management, LLC $5.076.617 204.044 0,18% Aktien
OPPENHEIMER & CO INC $4.736.630 190.379 0,17% Aktien
Philip James Wealth Mangement, LLC $4.349.072 174.823 0,15% Aktien
Ashton Thomas Private Wealth, LLC $4.345.156 174.645 0,15% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $4.218.428 171.690 0,15% Aktien
Diversify Advisory Services, LLC $4.218.428 171.690 0,15% Aktien
Holistic Financial Partners $4.193.043 168.531 0,15% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $3.925.918 157.794 0,14% Aktien
Fairway Financial, LLC $3.810.707 153.163 0,14% Aktien
Commonwealth Financial Services, LLC $3.806.640 153.000 0,14% Aktien
Midwest Financial Group LLC $3.729.164 149.886 0,13% Aktien
Wagner Wealth Management, Corp $3.705.130 148.920 0,13% Aktien
RiverTree Advisors, LLC $3.367.451 135.348 0,12% Aktien
Bleakley Financial Group, LLC $3.351.101 134.691 0,12% Aktien
AssuredPartners Investment Advisors, LLC $3.162.323 127.103 0,11% Aktien
Advisory Services Network, LLC $3.141.275 126.257 0,11% Aktien
Tactive Advisors, LLC $3.125.292 125.615 0,11% Aktien
DEFINED WEALTH MANAGEMENT, LLC $2.948.447 118.507 0,10% Aktien
Acorn Wealth Advisors, LLC $2.920.386 117.379 0,10% Aktien
Beaumont Financial Advisors, LLC $2.851.929 114.627 0,10% Aktien
J.W. COLE ADVISORS, INC. $2.653.668 106.659 0,09% Aktien
Stonebridge Financial Planning Group, LLC $2.607.833 104.816 0,09% Aktien
Core Wealth Partners LLC $2.596.104 104.345 0,09% Aktien
HCR Wealth Advisors $2.483.496 99.819 0,09% Aktien
Atria Wealth Solutions, Inc. $2.430.419 97.646 0,09% Aktien
Holos Integrated Wealth LLC $2.425.767 97.695 0,09% Aktien
Blackhawk Capital Partners, LLC $2.217.131 89.113 0,08% Aktien
Pine Valley Investments Ltd Liability Co $2.167.387 87.114 0,08% Aktien
TRANSCEND CAPITAL ADVISORS, LLC $2.113.343 84.941 0,08% Aktien
Avantax Planning Partners, Inc. $1.920.736 77.200 0,07% Aktien
Spectrum Wealth Advisory Group, LLC $1.906.935 76.645 0,07% Aktien
Capital CS Group, LLC $1.902.947 76.485 0,07% Aktien
Avior Wealth Management, LLC $1.849.514 74.337 0,07% Aktien
EWG Elevate Inc. $1.811.297 71.910 0,06% Aktien
CITADEL ADVISORS LLC $1.788.972 71.904 0,06% Aktien
COMERICA BANK $1.785.106 70.922 0,06% Aktien
Kingsview Wealth Management, LLC $1.758.111 70.664 0,06% Aktien
COLUMBIA ADVISORY PARTNERS LLC $1.628.719 65.463 0,06% Aktien
Rockefeller Capital Management L.P. $1.519.487 61.072 0,05% Aktien
FIFTH THIRD BANCORP $1.449.659 58.266 0,05% Aktien
Legacy Capital Wealth Partners, LLC $1.357.237 54.551 0,05% Aktien
BEACON FINANCIAL GROUP $1.355.316 54.474 0,05% Aktien
PUFF WEALTH MANAGEMENT, LLC $1.354.888 54.457 0,05% Aktien
PKS Advisory Services, LLC $1.292.082 51.934 0,05% Aktien
Pinnacle Financial Partners, Inc. $1.247.311 50.133 0,04% Aktien
Prospera Financial Services Inc $1.211.042 48.673 0,04% Aktien
Legacy Wealth Managment, LLC/ID $1.116.620 44.880 0,04% Aktien
GOLDMAN SACHS GROUP INC $1.106.463 44.472 0,04% Aktien
Fifth Third Securities, Inc. $1.080.091 43.412 0,04% Aktien
CHIRON CAPITAL MANAGEMENT, LLC $1.079.493 43.388 0,04% Aktien
Farther Finance Advisors, LLC $1.032.584 41.503 0,04% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $1.021.040 41.039 0,04% Aktien
SYNOVUS FINANCIAL CORP $1.019.116 40.453 0,04% Aktien
Mutual Advisors, LLC $987.577 39.694 0,04% Aktien
SouthState Bank Corp $985.025 39.591 0,04% Aktien
GREENWOOD CAPITAL ASSOCIATES LLC $962.906 38.702 0,03% Aktien
KINTRA WEALTH, LLC $925.024 37.420 0,03% Aktien
LANARK FINANCIAL, INC. $916.676 36.843 0,03% Aktien
Impact Partnership Wealth, LLC $885.529 35.592 0,03% Aktien
Harvest Investment Services, LLC $878.687 35.317 0,03% Aktien
Lido Advisors, LLC $832.378 33.455 0,03% Aktien
Chris Bulman Inc $831.511 33.420 0,03% Aktien
Global Retirement Partners, LLC $808.335 32.489 0,03% Aktien
CLG LLC $792.012 31.833 0,03% Aktien
Stratos Wealth Advisors, LLC $783.236 31.480 0,03% Aktien
Asset One Wealth Management LLC $775.620 31.275 0,03% Aktien
Christopher J. Hasenberg, Inc $769.748 30.926 0,03% Aktien
Envestnet Portfolio Solutions, Inc. $733.279 29.473 0,03% Aktien
Arkadios Wealth Advisors $728.219 29.269 0,03% Aktien
Steward Partners Investment Advisory, LLC $702.835 28.249 0,03% Aktien
Skyview Financial Group LLC $701.815 27.883 0,02% Aktien
PRINCIPAL SECURITIES, INC. $696.764 28.005 0,02% Aktien
WINEBRENNER CAPITAL MANAGEMENT LLC $693.580 27.877 0,02% Aktien
Arax Advisory Partners $688.206 27.661 0,02% Aktien
Brookstone Capital Management $675.512 27.151 0,02% Aktien
Balefire, LLC $665.764 26.759 0,02% Aktien
MBE Wealth Management, LLC $637.320 25.616 0,02% Aktien
Sanctuary Advisors, LLC $621.328 24.973 0,02% Aktien
Snowden Capital Advisors LLC $619.520 24.900 0,02% Aktien
Lakeridge Wealth Management LLC $618.566 24.862 0,02% Aktien
HORAN Wealth, LLC $609.392 24.493 0,02% Aktien
Park Square Financial Group, LLC $594.730 23.904 0,02% Aktien
Berger Financial Group, Inc $574.818 23.104 0,02% Aktien
Quantinno Capital Management LP $573.086 23.034 0,02% Aktien
Washington Trust Bank $551.590 22.170 0,02% Aktien
NORTHWEST WEALTH MANAGEMENT, LLC $550.943 22.144 0,02% Aktien
Focus Partners Advisor Solutions, LLC $550.943 22.144 0,02% Aktien
Savant Capital, LLC $543.554 21.847 0,02% Aktien
VestGen Advisors, LLC $538.947 21.662 0,02% Aktien
MGO ONE SEVEN LLC $523.052 21.023 0,02% Aktien
Horan Securities, Inc. $508.147 20.416 0,02% Aktien
PRIVATE TRUST CO NA $486.038 19.535 0,02% Aktien
Kovack Advisors, Inc. $482.535 19.395 0,02% Aktien
Concurrent Investment Advisors, LLC $481.926 19.370 0,02% Aktien
Perennial Investment Advisors, LLC $475.405 19.108 0,02% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $470.867 18.987 0,02% Aktien
Huntleigh Advisors, Inc. $462.772 18.600 0,02% Aktien
Chokshi & Queen Wealth Advisors, Inc $460.131 18.494 0,02% Aktien
United Advisor Group, LLC $447.045 17.968 0,02% Aktien
Maia Wealth LLC $418.604 16.825 0,01% Aktien
AE Wealth Management LLC $383.469 15.413 0,01% Aktien
GENTRY PRIVATE WEALTH, LLC $377.853 15.187 0,01% Aktien
Axis Wealth Partners, LLC $377.842 15.187 0,01% Aktien
Proactive Wealth Strategies LLC $374.476 15.052 0,01% Aktien
TITLEIST ASSET MANAGEMENT, LLC $368.274 14.802 0,01% Aktien
SHP Wealth Management $368.255 14.801 0,01% Aktien
StoneX Group Inc. $361.528 14.528 0,01% Aktien
Sequent Planning LLC $355.699 14.297 0,01% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $333.221 13.393 0,01% Aktien
Savvy Advisors, Inc. $332.732 13.373 0,01% Aktien
Fairvoy Private Wealth, LLC $324.435 13.040 0,01% Aktien
Financial Engines Advisors L.L.C. $318.787 12.813 0,01% Aktien
Northwest Capital Management Inc $317.570 12.617 0,01% Aktien
BlackDiamond Wealth Management, LLC $300.881 12.221 0,01% Aktien
Ellenbecker Investment Group $299.900 12.053 0,01% Aktien
Morling Financial Advisors, LLC $295.597 11.881 0,01% Aktien
SteelPeak Wealth, LLC $294.406 11.833 0,01% Aktien
Adelphi Trust Co $291.345 11.710 0,01% Aktien
Clear Creek Financial Management, LLC $289.087 11.619 0,01% Aktien
FLAGSTAR SECURITIES, INC $285.165 11.461 0,01% Aktien
Mayflower Financial Advisors, LLC $284.878 11.450 0,01% Aktien
ASSETMARK, INC $281.443 11.312 0,01% Aktien
Grant/GrossMendelsohn, LLC $281.006 11.386 0,01% Aktien
Strategic Blueprint, LLC $259.997 10.450 0,01% Aktien
Valeo Financial Advisors, LLC $255.091 10.253 0,01% Aktien
FARMERS & MERCHANTS TRUST Co OF LONG BEACH $245.614 9.872 0,01% Aktien
Retirement Planning Group, LLC $237.053 9.528 0,01% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $236.360 9.500 0,01% Aktien
Financial Futures Ltd Liability Co. $230.242 9.254 0,01% Aktien
Claris Financial LLC $222.544 8.984 0,01% Aktien
Merit Financial Group, LLC $221.738 8.912 0,01% Aktien
GPS Wealth Strategies Group, LLC $220.302 8.753 0,01% Aktien
Octavia Wealth Advisors, LLC $219.690 8.830 0,01% Aktien
INSPIRION WEALTH ADVISORS, LLC $217.314 8.738 0,01% Aktien
FIDUCIARY FINANCIAL ADVISORS $216.505 8.705 0,01% Aktien
GK Wealth Management LLC $207.569 8.343 0,01% Aktien
Krilogy Financial LLC $206.891 8.316 0,01% Aktien
Foundations Investment Advisors, LLC $203.655 8.185 0,01% Aktien
SUMMIT WEALTH GROUP LLC / CO $202.772 8.150 0,01% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $201.476 8.098 0,01% Aktien
MONECO ADVISORS, LLC $201.149 8.085 0,01% Aktien
Orion Portfolio Solutions, LLC $200.971 8.153 0,01% Aktien
EVOLUTION WEALTH MANAGEMENT INC. $173.712 6.982 0,01% Aktien
Pinnacle Bancorp, Inc. $152.390 6.125 0,01% Aktien
Medallion Wealth Advisors, LLC $151.768 6.100 0,01% Aktien
DHJJ Financial Advisors, Ltd. $140.324 5.640 0,00% Aktien
Elevated Capital Advisors, LLC $126.913 5.101 0,00% Aktien
Qube Research & Technologies Ltd $117.483 4.722 0,00% Aktien
Spire Wealth Management $110.616 4.446 0,00% Aktien
Basepoint Wealth LLC $92.307 3.710 0,00% Aktien
Migdal Insurance & Financial Holdings Ltd. $76.630 3.080 0,00% Aktien
First Pacific Financial $57.244 2.301 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $56.524 2.273 0,00% Aktien
Ascentis Independent Advisors $55.482 2.230 0,00% Aktien
TD Capital Management LLC $48.298 1.941 0,00% Aktien
IFG Advisory, LLC $47.478 1.908 0,00% Aktien
Biltmore Family Office, LLC $30.901 1.242 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $26.902 1.081.262 0,00% Aktien
Wilmington Savings Fund Society, FSB $23.163 931 0,00% Aktien
Strategic Wealth Partners, Ltd. $20.359 818 0,00% Aktien
Decker Retirement Planning Inc. $20.004 804 0,00% Aktien
Lloyd Advisory Services, LLC. $19.108 768 0,00% Aktien
WOLFF WIESE MAGANA LLC $18.287 735 0,00% Aktien
Owl Creek Wealth Partners LLC $17.442 701 0,00% Aktien
JONES FINANCIAL COMPANIES LLLP $15.569 625 0,00% Aktien
Signature Resources Capital Management, LLC $15.525 624 0,00% Aktien
CBIZ Investment Advisory Services, LLC $15.333 619 0,00% Aktien
Janney Montgomery Scott LLC $13.880 557.893 0,00% Aktien
UBS Group AG $13.510 543 0,00% Aktien
MPWM ADVISORY SOLUTIONS, LLC $10.524 423 0,00% Aktien
Keating Financial Advisory Services, Inc. $9.902 398 0,00% Aktien
BANK OF MONTREAL /CAN/ $9.579 385 0,00% Aktien
OAKWORTH CAPITAL, INC. $5.897 237 0,00% Aktien
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $5.852 235 0,00% Aktien
Sunbelt Securities, Inc. $5.375 217 0,00% Aktien
TUCKER ASSET MANAGEMENT LLC $4.454 179 0,00% Aktien
WEDBUSH SECURITIES INC $4.291 172.475 0,00% Aktien
Thrivent Financial for Lutherans $3.130 125.810 0,00% Aktien
HHM Wealth Advisors, LLC $2.787 112 0,00% Aktien
Bernard Wealth Management Corp. $2.734 110 0,00% Aktien
Dunhill Financial, LLC $2.189 88 0,00% Aktien
Glass Jacobson Investment Advisors llc $1.866 75 0,00% Aktien
CENTAURUS FINANCIAL, INC. $1.468 58.985 0,00% Aktien
Betterment LLC $989 39.740 0,00% Aktien
BNP PARIBAS FINANCIAL MARKETS $473 19 0,00% Aktien
Capital Analysts, LLC $457 18.359 0,00% Aktien
Q3 Asset Management $427 17.199 0,00% Aktien
Tower Research Capital LLC (TRC) $398 16 0,00% Aktien
RHL GROUP, LLC $150 6 0,00% Aktien
HAZLETT, BURT & WATSON, INC. $62 2.500 0,00% Aktien