CERY — Propietarios institucionales (13F)

133 declarantes · $596.8M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Institución Valor Acciones % de 13F rastreadas Tipo
STATE STREET CORP $208 109 539 6 225 233 34,87% Acciones
LPL Financial LLC $57 762 395 1 727 861 9,68% Acciones
ENVESTNET ASSET MANAGEMENT INC $50 524 480 1 511 351 8,47% Acciones
Envestnet Portfolio Solutions, Inc. $44 885 122 1 342 660 7,52% Acciones
ASSETMARK, INC $28 383 273 849 036 4,76% Acciones
Cambria Investment Management, L.P. $15 714 507 470 072 2,63% Acciones
Private Advisory Group LLC $14 613 390 437 134 2,45% Acciones
CONTINUUM WEALTH ADVISORS, LLC $13 606 779 407 023 2,28% Acciones
Cerity Partners LLC $13 437 289 401 953 2,25% Acciones
RAYMOND JAMES FINANCIAL INC $11 237 996 336 165 1,88% Acciones
Austin Private Wealth, LLC $8 418 139 294 856 1,41% Acciones
WELLS FARGO & COMPANY/MN $8 005 850 239 481 1,34% Acciones
Empowered Funds, LLC $7 004 822 209 537 1,17% Acciones
Aspire Private Capital, LLC $7 001 731 209 445 1,17% Acciones
AlTi Global, Inc. $6 829 042 204 400 1,14% Acciones
LANDMARK WEALTH MANAGEMENT, INC. $5 539 954 165 718 0,93% Acciones
New York Life Investment Management LLC $5 374 708 160 775 0,90% Acciones
BANK OF AMERICA CORP /DE/ $4 799 846 143 579 0,80% Acciones
Leo Wealth, LLC $4 477 616 127 061 0,75% Acciones
Signal Advisors Wealth, LLC $4 365 022 130 572 0,73% Acciones
Cetera Investment Advisers $4 094 526 122 481 0,69% Acciones
HighTower Advisors, LLC $3 921 516 117 305 0,66% Acciones
Raleigh Capital Management Inc. $3 892 996 116 452 0,65% Acciones
International Private Wealth Advisors LLC $3 656 800 109 387 0,61% Acciones
HARBOUR INVESTMENTS, INC. $3 551 522 106 238 0,60% Acciones
PRINCIPAL SECURITIES, INC. $3 355 837 100 384 0,56% Acciones
AE Wealth Management LLC $2 869 774 85 845 0,48% Acciones
MML INVESTORS SERVICES, LLC $2 768 184 82 805 0,46% Acciones
Capital Investment Management, Inc. $2 257 285 67 523 0,38% Acciones
Valtinson Bruner Financial Planning LLC $2 188 881 65 477 0,37% Acciones
Concurrent Investment Advisors, LLC $1 591 670 47 612 0,27% Acciones
Belpointe Asset Management LLC $1 581 607 47 311 0,27% Acciones
SMART Wealth LLC $1 573 517 47 069 0,26% Acciones
Simplicity Wealth,LLC $1 554 883 46 512 0,26% Acciones
Legacy Wealth Partners, LLC $1 523 572 45 575 0,26% Acciones
CreativeOne Wealth, LLC $1 409 051 42 149 0,24% Acciones
Sanctuary Advisors, LLC $1 350 631 40 402 0,23% Acciones
NOVUS ADVISORS, LLC $1 349 903 40 380 0,23% Acciones
HighPoint Advisor Group LLC $1 318 949 39 454 0,22% Acciones
Toroso Investments, LLC $1 286 492 45 061 0,22% Acciones
JOHNSON INVESTMENT COUNSEL INC $1 252 087 37 454 0,21% Acciones
Global Financial Private Client, LLC $1 202 109 35 959 0,20% Acciones
LOCKERMAN FINANCIAL GROUP, INC. $1 184 626 35 436 0,20% Acciones
Sharkey, Howes & Javer $1 183 790 35 411 0,20% Acciones
AXXCESS WEALTH MANAGEMENT, LLC $1 153 904 34 517 0,19% Acciones
Orion Porfolio Solutions, LLC $1 092 520 32 681 0,18% Acciones
RFG Advisory, LLC $969 470 29 000 0,16% Acciones
Balefire, LLC $897 997 26 862 0,15% Acciones
RICHARDSON FINANCIAL SERVICES INC. $896 457 26 816 0,15% Acciones
Western Wealth Management, LLC $815 993 24 409 0,14% Acciones
OSAIC HOLDINGS, INC. $783 010 23 421 0,13% Acciones
GeoWealth Management, LLC $782 088 23 395 0,13% Acciones
Independent Advisor Alliance $737 268 22 054 0,12% Acciones
Ascent Group, LLC $730 881 21 863 0,12% Acciones
Founders Financial Alliance, LLC $718 915 21 505 0,12% Acciones
WealthPoint Financial, LLC $663 184 19 838 0,11% Acciones
Outlook Wealth Advisors, LLC $661 880 19 827 0,11% Acciones
FSB PREMIER WEALTH MANAGEMENT, INC. $642 513 19 220 0,11% Acciones
Kestra Advisory Services, LLC $636 077 19 027 0,11% Acciones
Astoria Portfolio Advisors LLC. $601 071 17 980 0,10% Acciones
World Investment Advisors $582 228 17 281 0,10% Acciones
OARSMAN CAPITAL, INC. $577 175 17 265 0,10% Acciones
Ethic Inc. $555 807 16 626 0,09% Acciones
ZEGA Investments, LLC $536 686 16 054 0,09% Acciones
Orion Portfolio Solutions, LLC $524 439 18 926 0,09% Acciones
Arete Wealth Advisors, LLC $452 977 13 550 0,08% Acciones
Hibernia Wealth Partners, LLC $434 772 13 005 0,07% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $426 400 12 755 0,07% Acciones
Balboa Wealth Partners $425 363 12 724 0,07% Acciones
Aegis Wealth Management, Inc. $404 132 12 089 0,07% Acciones
Atria Investments, Inc $399 723 11 957 0,07% Acciones
NWAM LLC $396 547 11 862 0,07% Acciones
BlueChip Wealth Advisors LLC $388 524 11 622 0,07% Acciones
Wealth Watch Advisors, INC $338 245 10 118 0,06% Acciones
Maridea Wealth Management LLC $313 206 9 369 0,05% Acciones
Farther Finance Advisors, LLC $306 520 9 169 0,05% Acciones
ABSOLUTE CAPITAL MANAGEMENT, LLC $295 127 8 828 0,05% Acciones
Sanchez Gaunt Capital Management, LLC $286 663 8 575 0,05% Acciones
True Vision MN LLC $283 541 8 046 0,05% Acciones
VestGen Advisors, LLC $250 625 7 497 0,04% Acciones
MGO ONE SEVEN LLC $244 774 7 322 0,04% Acciones
Hobbs Group Advisors, LLC $239 693 7 170 0,04% Acciones
Kelly Financial Services LLC $231 363 6 921 0,04% Acciones
Ruggiero Investments, Inc. $231 235 6 917 0,04% Acciones
MORGAN STANLEY $229 664 6 870 0,04% Acciones
Sowell Financial Services LLC $226 749 6 783 0,04% Acciones
Walkner Condon Financial Advisors LLC $224 282 6 709 0,04% Acciones
October Effect Ltd $222 878 6 667 0,04% Acciones
FSA Advisors, Inc. $222 494 6 656 0,04% Acciones
PCB Capital LLC $216 426 6 474 0,04% Acciones
Strategic Investment Advisors / MI $191 813 5 738 0,03% Acciones
Richard W. Paul & Associates, LLC $189 381 5 665 0,03% Acciones
Triumph Capital Management $178 583 5 342 0,03% Acciones
Smartleaf Asset Management LLC $174 792 5 268 0,03% Acciones
IFP Advisors, Inc $118 777 3 553 0,02% Acciones
UBS Group AG $71 640 2 143 0,01% Acciones
CWM, LLC $69 035 1 959 0,01% Acciones
EVOLUTION WEALTH MANAGEMENT INC. $64 219 1 921 0,01% Acciones
BROWN, LISLE/CUMMINGS, INC. $54 257 1 623 0,01% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $49 777 1 489 0,01% Acciones
ROYAL BANK OF CANADA $48 000 1 460 0,01% Acciones
PRIVATE TRUST CO NA $38 779 1 160 0,01% Acciones
Steward Partners Investment Advisory, LLC $33 430 1 000 0,01% Acciones
Cohalo Advisory LLC $28 807 861 0,00% Acciones
AdvisorNet Financial, Inc $21 663 648 0,00% Acciones
Quest 10 Wealth Builders, Inc. $18 554 555 0,00% Acciones
Key Capital Management, INC $17 350 519 0,00% Acciones
Global Retirement Partners, LLC $16 748 501 0,00% Acciones
LANARK FINANCIAL, INC. $16 213 485 0,00% Acciones
Geneos Wealth Management Inc. $14 642 438 0,00% Acciones
Aptus Capital Advisors, LLC $14 308 428 0,00% Acciones
Buck Wealth Strategies, LLC $13 807 413 0,00% Acciones
Cape Investment Advisory, Inc. $12 971 388 0,00% Acciones
FIFTH THIRD BANCORP $12 035 360 0,00% Acciones
PARK AVENUE SECURITIES LLC $11 911 356 282 0,00% Acciones
Stone House Investment Management, LLC $8 233 246 0,00% Acciones
COMERICA BANK $7 480 262 0,00% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5 951 178 0,00% Acciones
Continuum Advisory, LLC $5 148 154 0,00% Acciones
Kingdom Financial Group LLC. $4 805 144 0,00% Acciones
CoreCap Advisors, LLC $4 647 139 0,00% Acciones
Lloyd Advisory Services, LLC. $4 546 136 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $4 233 126 614 0,00% Acciones
JPMORGAN CHASE & CO $3 915 118 0,00% Acciones
REAP Financial Group, LLC $3 510 105 0,00% Acciones
Meramec Financial Planners, LLC $1 684 47 0,00% Acciones
Ashton Thomas Private Wealth, LLC $1 638 49 0,00% Acciones
Networth Advisors, LLC $1 137 34 0,00% Acciones
Betterment LLC $502 15 026 0,00% Acciones
Rossby Financial, LCC $501 15 0,00% Acciones
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $50 1 490 0,00% Acciones
Covestor Ltd $21 630 0,00% Acciones
Capital Analysts, LLC $3 82 0,00% Acciones