WIA — Institutionelle Eigentümer (13F)

54 Einreicher · $100.1M 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
Karpus Management, Inc. $70.314.726 8.648.798 70,23% Aktien
Baird Financial Group, Inc. $3.976.944 489.169 3,97% Aktien
Atlas Wealth LLC $3.741.101 460.160 3,74% Aktien
Private Advisor Group, LLC $2.002.828 246.350 2,00% Aktien
RHS Financial, LLC $1.880.934 231.357 1,88% Aktien
STIFEL FINANCIAL CORP $1.429.733 175.858 1,43% Aktien
Integrated Wealth Concepts LLC $1.342.019 165.070 1,34% Aktien
Wakefield Asset Management LLLP $1.282.565 157.757 1,28% Aktien
GUGGENHEIM CAPITAL LLC $1.183.997 145.633 1,18% Aktien
Focus Partners Wealth $1.082.485 133.147 1,08% Aktien
WELLS FARGO & COMPANY/MN $918.138 112.932 0,92% Aktien
PenderFund Capital Management Ltd. $842.856 103.800 0,84% Aktien
Dakota Wealth Management $839.741 103.289 0,84% Aktien
BANK OF AMERICA CORP /DE/ $800.439 98.455 0,80% Aktien
ROBERTS GLORE & CO INC /IL/ $787.179 96.824 0,79% Aktien
MORGAN STANLEY $746.385 91.804 0,75% Aktien
PFG Investments, LLC $595.929 73.300 0,60% Aktien
Aviance Capital Partners, LLC $579.279 71.252 0,58% Aktien
Rock Point Advisors, LLC $525.418 64.627 0,52% Aktien
Almitas Capital LLC $461.231 56.732 0,46% Aktien
Matisse Capital $430.292 53.254 0,43% Aktien
LPL Financial LLC $362.229 44.555 0,36% Aktien
GRACE & WHITE INC /NY $334.224 41.110 0,33% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $313.598 38.573 0,31% Aktien
UBS Group AG $305.046 37.521 0,30% Aktien
CAPSTONE INVESTMENT ADVISORS, LLC $272.745 33.548 0,27% Aktien
Mezzasalma Advisors, LLC $266.590 32.791 0,27% Aktien
ROBINSON CAPITAL MANAGEMENT, LLC $252.932 31.111 0,25% Aktien
Quadcap Wealth Management, LLC $221.502 27.245 0,22% Aktien
ENVESTNET ASSET MANAGEMENT INC $206.261 25.370 0,21% Aktien
&PARTNERS $206.254 25.370 0,21% Aktien
ELEVATION POINT WEALTH PARTNERS, LLC $168.698 20.750 0,17% Aktien
Vestmark Advisory Solutions, Inc. $168.698 20.750 0,17% Aktien
RAYMOND JAMES FINANCIAL INC $149.829 18.429 0,15% Aktien
OPPENHEIMER & CO INC $147.324 18.121 0,15% Aktien
UHLMANN PRICE SECURITIES, LLC $144.558 17.779 0,14% Aktien
OSAIC HOLDINGS, INC. $126.479 15.557 0,13% Aktien
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $111.329 13.693 0,11% Aktien
WOLVERINE ASSET MANAGEMENT LLC $105.381 12.962 0,11% Aktien
MELFA WEALTH MANAGEMENT, INC. $99.980 12.298 0,10% Aktien
SMITH, MOORE & CO. $92.454 11.372 0,09% Aktien
HighTower Advisors, LLC $84.828 10.434 0,08% Aktien
Equitable Holdings, Inc. $83.202 10.234 0,08% Aktien
Steward Partners Investment Advisory, LLC $42.276 5.200 0,04% Aktien
ROYAL BANK OF CANADA $25.000 3.023 0,02% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21.910 2.695 0,02% Aktien
ROTHSCHILD INVESTMENT LLC $16.260 2.000 0,02% Aktien
Fortis Group Advisors, LLC $7.041 866 0,01% Aktien
CWM, LLC $6.060 750 0,01% Aktien
HIGHLINE WEALTH PARTNERS LLC $3.252 400 0,00% Aktien
COMERICA BANK $1.331 161 0,00% Aktien
WHITTIER TRUST CO OF NEVADA INC $1.183 147 0,00% Aktien
FIFTH THIRD BANCORP $878 108 0,00% Aktien
Rockefeller Capital Management L.P. $577 71 0,00% Aktien