VSDB — Institutionelle Eigentümer (13F)

57 Einreicher · $708.2M 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
Orgel Wealth Management, LLC $625.941.662 8.199.393 88,39% Aktien
Beaird Harris Wealth Management, LLC $15.572.779 203.992 2,20% Aktien
CGN Advisors LLC $7.226.421 94.661 1,02% Aktien
Werba Rubin Papier Wealth Management $7.094.509 92.933 1,00% Aktien
TD Capital Management LLC $6.239.035 81.727 0,88% Aktien
Keystone Financial Group, Inc. $4.604.354 60.314 0,65% Aktien
Entruity Wealth, LLC $4.600.825 60.268 0,65% Aktien
Bell Bank $4.236.412 55.494 0,60% Aktien
Integrated Wealth Concepts LLC $3.425.065 44.866 0,48% Aktien
Pinnacle Financial Group, LLC / IL $3.106.809 40.697 0,44% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $2.027.730 26.562 0,29% Aktien
TD Waterhouse Canada Inc. $1.670.396 21.881 0,24% Aktien
Robertson Stephens Wealth Management, LLC $1.620.493 21.227 0,23% Aktien
Sanctuary Advisors, LLC $1.615.049 21.156 0,23% Aktien
Eldridge Investment Advisors, Inc. $1.255.061 16.440 0,18% Aktien
North Star Investment Management Corp. $1.240.439 16.249 0,18% Aktien
Mills Wealth Advisors LLC $1.107.613 14.509 0,16% Aktien
Balboa Wealth Partners $1.094.487 14.337 0,15% Aktien
BARNES PETTEY FINANCIAL ADVISORS, LLC $992.267 12.998 0,14% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $942.076 12.399 0,13% Aktien
American Investment Services, Inc. $909.425 11.913 0,13% Aktien
Englebert Financial Advisers, LLC $908.599 11.902 0,13% Aktien
CITADEL ADVISORS LLC $907.606 11.889 0,13% Aktien
STEEL GROVE CAPITAL ADVISORS, LLC $877.910 11.500 0,12% Aktien
LPL Financial LLC $843.732 11.052 0,12% Aktien
Prospera Financial Services Inc $806.148 10.560 0,11% Aktien
AQR CAPITAL MANAGEMENT LLC $766.759 10.044 0,11% Aktien
Worth Asset Management, LLC $728.360 9.541 0,10% Aktien
Kestra Advisory Services, LLC $522.783 6.848 0,07% Aktien
Essex Financial Services, Inc. $434.375 5.690 0,06% Aktien
Crusonia Wealth Advisors LLC $423.305 5.545 0,06% Aktien
Mariner, LLC $413.607 5.418 0,06% Aktien
Focus Partners Advisor Solutions, LLC $389.334 5.100 0,05% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $350.020 4.585 0,05% Aktien
Concurrent Investment Advisors, LLC $343.759 4.503 0,05% Aktien
Farther Finance Advisors, LLC $331.657 4.344 0,05% Aktien
ENVESTNET ASSET MANAGEMENT INC $306.333 4.013 0,04% Aktien
Gutierrez Wealth Advisory, LLC $291.557 3.819 0,04% Aktien
Burton Enright Welch $274.519 3.596 0,04% Aktien
MML INVESTORS SERVICES, LLC $260.758 3.416 0,04% Aktien
Aegis Wealth Management LLC $250.014 3.275 0,04% Aktien
HBK Sorce Advisory LLC $247.814 3.265 0,03% Aktien
Concord Wealth Partners $233.622 3.060 0,03% Aktien
CRA Financial Services, LLC $203.936 2.671 0,03% Aktien
Aptus Capital Advisors, LLC $186.728 2.446 0,03% Aktien
Cornerstone National Bank & Trust Co $163.422 2.151 0,02% Aktien
OSAIC HOLDINGS, INC. $62.598 820 0,01% Aktien
Westfuller Advisors, LLC $56.100 732 0,01% Aktien
MORGAN STANLEY $27.412 359 0,00% Aktien
Blue Trust, Inc. $24.734 324 0,00% Aktien
VANGUARD ADVISERS INC $18.992 249 0,00% Aktien
CWM, LLC $11.971 157 0,00% Aktien
ROYAL BANK OF CANADA $5.000 70 0,00% Aktien
HAZLETT, BURT & WATSON, INC. $1.057 13.783 0,00% Aktien
Betterment LLC $538 7.050 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $319 4.172 0,00% Aktien
EverSource Wealth Advisors, LLC $76 1 0,00% Aktien