Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
Axis Wealth Partners, LLC $207.397.281 183 $1.133.318 30. Juni 2026
Seven Bridges Advisors LLC $207.423.533 16 $12.963.971 30. Juni 2026
BCK Partners, Inc. $207.442.393 28 $7.408.657 30. Juni 2026
StepStone Group LP $207.474.004 18 $11.526.334 31. März 2026 Vorquartal
Babb Wealth Advisors LLC $207.487.262 19 $10.920.382 30. Juni 2026
STONEBRIDGE CAPITAL MANAGEMENT INC $207.610.848 70 $2.965.869 30. Juni 2026
William B. Walkup & Associates, Inc. $207.704.637 258 $805.057 30. Juni 2026
Sheridan Capital Management, LLC $207.809.031 31 $6.703.517 30. Juni 2026
Intelligent Financial Strategies $207.836.862 60 $3.463.948 30. Juni 2026
Arena Capital Advisors, LLC- CA $207.877.031 21 $9.898.906 30. Juni 2026
AFT, FORSYTH & COMPANY, INC. $207.889.420 108 $1.924.902 30. Juni 2026
Andrews Advisory Associates, LLC $208.081.693 86 $2.419.555 30. Juni 2026
Meridian Financial Advisors, LLC $208.134.577 146 $1.425.579 30. Juni 2026
Moser Wealth Advisors, LLC $208.284.488 200 $1.041.422 30. Juni 2025 Veraltet
VALLEY WEALTH MANAGERS, INC. $208.284.965 344 $605.480 30. Juni 2026
Monument Group Wealth Advisors, LLC $208.327.745 44 $4.734.721 30. Juni 2026
PROMETHIUM ADVISORS,LLC $208.346.310 122 $1.707.757 30. Juni 2026
Capelight Capital Asset Management LP $208.421.034 38 $5.484.764 30. Juni 2026
OPTIMA CAPITAL LLC $208.488.701 165 $1.263.568 30. Juni 2026
Financial Architects, LLC $208.536.449 24 $8.689.019 30. Juni 2026
First Interstate Bank $208.588.400 196 $1.064.227 30. Juni 2026
Copperleaf Capital, LLC $208.600.206 114 $1.829.826 30. September 2025 Veraltet
PACIFIC FINANCIAL GROUP INC $208.627.298 85 $2.454.439 30. Juni 2026
IFS Advisors, LLC $208.802.438 220 $949.102 30. Juni 2026
HOGE FINANCIAL SERVICES, LLC $208.889.904 83 $2.516.746 30. Juni 2026
PANORAMIC INVESTMENT ADVISORS, LLC $209.061.805 141 $1.482.708 30. Juni 2026
Humankind Investments LLC $209.117.363 22 $9.505.335 30. Juni 2026
SARD WEALTH MANAGEMENT GROUP, LLC $209.120.413 61 $3.428.203 30. Juni 2026
Sherrill & Hutchins Financial Advisory, Inc $209.195.544 20 $10.459.777 30. Juni 2026
Trust Investment Advisors $209.315.736 97 $2.157.894 30. Juni 2026
Integrity Financial Corp /WA $209.317.913 292 $716.842 30. Juni 2026
Shearwater Capital LLC $209.435.924 65 $3.222.091 30. Juni 2026
apricus wealth, LLC $209.500.807 129 $1.624.037 30. Juni 2026
Arcadia Wealth Management, Inc. $209.558.254 58 $3.613.073 30. Juni 2026
FISCHER INVESTMENT STRATEGIES, LLC $209.559.713 49 $4.276.729 30. Juni 2026
Baron Financial Group, LLC $209.565.830 56 $3.742.247 30. Juni 2026
Values First Advisors, Inc. $209.650.951 187 $1.121.128 30. Juni 2026
Index Venture Growth Associates V Ltd $209.660.432 3 $69.886.811 30. Juni 2026
Guardian Asset Advisors, LLC $209.952.750 124 $1.693.167 30. Juni 2026
Beckerman Institutional, LLC $210.165.069 124 $1.694.880 30. Juni 2026
Three Cord True Wealth Management, LLC $210.187.347 43 $4.888.078 30. Juni 2026
PLUSTICK MANAGEMENT LLC $210.268.250 25 $8.410.730 30. Juni 2026
Aristotle Pacific Capital, LLC $210.298.220 5 $42.059.644 30. Juni 2026
Stegner Investment Associates Inc. $210.327.257 31 $6.784.750 30. Juni 2026
Lodestone Wealth Management LLC $210.539.101 780 $269.922 30. Juni 2026
WISCONSIN CAPITAL MANAGEMENT LLC $210.700.160 47 $4.482.982 30. Juni 2026
ASSET PLANNING CORPORATION $210.831.737 48 $4.392.328 30. September 2025 Veraltet
Lunate Holding RSC Ltd $210.946.304 4 $52.736.576 31. Dezember 2024 Veraltet
Kure Advisory, LLC $210.964.933 62 $3.402.660 30. Juni 2026
McCarthy Asset Management, Inc. $210.983.638 29 $7.275.298 30. Juni 2026
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