CLOA — Propietarios institucionales (13F)

255 declarantes · $1.6B 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
Richard Bernstein Advisors LLC $320 685 979 6 186 664 20,53% Acciones
BlackRock, Inc. $122 521 513 2 360 268 7,84% Acciones
ENVESTNET ASSET MANAGEMENT INC $104 751 459 2 017 944 6,70% Acciones
LPL Financial LLC $102 165 579 1 968 129 6,54% Acciones
Advocacy Wealth Management, LLC $57 097 061 1 099 924 3,65% Acciones
MORGAN STANLEY $50 209 922 967 249 3,21% Acciones
INSPIRION WEALTH ADVISORS, LLC $34 258 389 662 318 2,19% Acciones
Cetera Investment Advisers $33 640 000 648 045 2,15% Acciones
JPMORGAN CHASE & CO $30 489 713 587 131 1,95% Acciones
Pallas Capital Advisors LLC $28 465 107 548 355 1,82% Acciones
CenturyLink Investment Management Co $26 557 156 511 600 1,70% Acciones
MML INVESTORS SERVICES, LLC $24 662 909 475 109 1,58% Acciones
Vestmark Advisory Solutions, Inc. $23 037 250 443 792 1,47% Acciones
Goldstone Financial Group, LLC $19 015 251 366 312 1,22% Acciones
OneDigital Investment Advisors LLC $17 789 780 342 704 1,14% Acciones
Macro Advisors, Inc. $15 616 760 300 843 1,00% Acciones
Tower Research Capital LLC (TRC) $15 453 140 297 691 0,99% Acciones
Cascade Wealth Advisors, Inc $14 697 057 283 645 0,94% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $14 340 340 276 254 0,92% Acciones
Ferguson Shapiro LLC $14 100 678 271 637 0,90% Acciones
ASSETMARK, INC $12 605 201 242 828 0,81% Acciones
CacheTech Inc. $12 587 053 242 478 0,81% Acciones
August Group Capital Ltd $12 550 027 241 765 0,80% Acciones
STAR Financial Bank $12 320 216 237 338 0,79% Acciones
AE Wealth Management LLC $11 765 873 226 661 0,75% Acciones
Envestnet Portfolio Solutions, Inc. $11 526 512 222 048 0,74% Acciones
Prime Capital Investment Advisors, LLC $10 894 081 209 865 0,70% Acciones
Adams Wealth Management $10 808 097 208 208 0,69% Acciones
BAR HARBOR WEALTH MANAGEMENT $10 727 357 206 653 0,69% Acciones
Keel Point, LLC $10 696 270 206 054 0,68% Acciones
CITIGROUP INC $10 382 415 200 008 0,66% Acciones
NorthCoast Asset Management LLC $10 061 360 193 823 0,64% Acciones
Cannon Capital Management, Inc. $9 697 463 186 813 0,62% Acciones
DRIVE WEALTH MANAGEMENT, LLC $9 391 498 180 919 0,60% Acciones
Equitable Holdings, Inc. $9 250 304 178 199 0,59% Acciones
ODonnell Financial Services, LLC $8 554 880 164 802 0,55% Acciones
BANK OF MONTREAL /CAN/ $8 488 374 163 521 0,54% Acciones
E6 Portfolios, LLC $8 139 408 156 798 0,52% Acciones
COURIER CAPITAL LLC $7 879 834 151 798 0,50% Acciones
OSAIC HOLDINGS, INC. $7 583 831 146 087 0,49% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7 557 319 145 585 0,48% Acciones
ELEVATION POINT WEALTH PARTNERS, LLC $7 478 888 144 074 0,48% Acciones
STIFEL FINANCIAL CORP $7 190 577 138 520 0,46% Acciones
Client First Capital LLC $7 132 174 137 395 0,46% Acciones
KICKSTAND VENTURES, LLC. $6 649 584 128 098 0,43% Acciones
STOCK YARDS BANK & TRUST CO $6 395 106 123 196 0,41% Acciones
NewEdge Wealth, LLC $6 157 885 118 626 0,39% Acciones
DIVERSIFY WEALTH MANAGEMENT, LLC $6 054 049 116 615 0,39% Acciones
Diversify Advisory Services, LLC $6 054 049 116 615 0,39% Acciones
ATX Financial Planning, LLC $5 996 878 115 525 0,38% Acciones
UBS Group AG $5 978 215 115 165 0,38% Acciones
ALLSTATE CORP $5 744 361 110 660 0,37% Acciones
Private Advisor Group, LLC $5 653 099 108 902 0,36% Acciones
Prasad Wealth Partners, LLC $5 645 669 108 759 0,36% Acciones
Prospera Financial Services Inc $5 145 113 99 097 0,33% Acciones
Bulwark Capital Corp $5 116 613 98 567 0,33% Acciones
Meiji Yasuda Life Insurance Co $5 087 180 98 000 0,33% Acciones
SCOTIA CAPITAL INC. $4 825 716 92 963 0,31% Acciones
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4 542 409 87 429 0,29% Acciones
CAPTRUST FINANCIAL ADVISORS $4 498 832 86 666 0,29% Acciones
Ameritas Advisory Services, LLC $4 456 862 85 857 0,29% Acciones
POTENTIA WEALTH $4 074 418 78 490 0,26% Acciones
WINTON GROUP Ltd $4 050 693 78 033 0,26% Acciones
RAYMOND JAMES FINANCIAL INC $3 919 278 75 501 0,25% Acciones
Aureus Asset Management, LLC $3 889 876 74 935 0,25% Acciones
GOLDMAN SACHS GROUP INC $3 866 620 74 487 0,25% Acciones
Rockport Wealth LLC $3 756 989 72 375 0,24% Acciones
Kurv Investment Management LLC $3 703 898 6 725 0,24% Opción de compra
JB Capital LLC $3 588 716 69 133 0,23% Acciones
SCHRODER INVESTMENT MANAGEMENT GROUP $3 422 654 65 909 0,22% Acciones
Triad Wealth Partners, LLC $3 409 890 65 841 0,22% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3 155 818 60 882 0,20% Acciones
Lido Advisors, LLC $3 094 022 59 604 0,20% Acciones
HUB Investment Partners, LLC $2 837 764 54 667 0,18% Acciones
Mutual Advisors, LLC $2 752 491 53 024 0,18% Acciones
Landing Point Financial Group, LLC $2 724 908 52 493 0,17% Acciones
NorthRock Partners, LLC $2 636 353 50 787 0,17% Acciones
TRUIST FINANCIAL CORP $2 621 539 50 502 0,17% Acciones
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2 478 042 47 737 0,16% Acciones
J. Mark Nickell & Co. $2 359 115 45 512 0,15% Acciones
Impact Partnership Wealth, LLC $2 321 817 44 728 0,15% Acciones
BASSO CAPITAL MANAGEMENT, L.P. $2 166 983 41 745 0,14% Acciones
TOEWS CORP /ADV $2 102 355 40 500 0,13% Acciones
Brookstone Capital Management $1 990 051 38 337 0,13% Acciones
NWAM LLC $1 970 425 37 958 0,13% Acciones
Simplicity Wealth,LLC $1 966 428 37 881 0,13% Acciones
Sovran Advisors, LLC $1 914 278 36 852 0,12% Acciones
Pasadena Private Wealth, LLC $1 897 778 36 559 0,12% Acciones
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1 822 690 35 113 0,12% Acciones
EHRLICH FINANCIAL GROUP $1 760 735 33 919 0,11% Acciones
Cox Capital Mgt LLC $1 670 382 32 178 0,11% Acciones
SILVERLAKE WEALTH MANAGEMENT LLC $1 642 070 31 633 0,11% Acciones
Elwood & Goetz Wealth Advisory Group, LLC $1 606 926 30 956 0,10% Acciones
IHT Wealth Management, LLC $1 598 422 30 792 0,10% Acciones
MAINSAIL ASSET MANAGEMENT, LLC $1 538 650 29 666 0,10% Acciones
Centennial Wealth Advisory LLC $1 524 629 29 369 0,10% Acciones
IFP Advisors, Inc $1 513 384 29 154 0,10% Acciones
HM PAYSON & CO $1 508 817 29 066 0,10% Acciones
Kingsview Wealth Management, LLC $1 502 739 28 949 0,10% Acciones
SHP Wealth Management $1 424 656 27 445 0,09% Acciones
Stratos Wealth Partners, LTD. $1 408 104 27 125 0,09% Acciones
Constellation Investments, Inc. $1 401 570 27 000 0,09% Acciones
PARSONS CAPITAL MANAGEMENT INC/RI $1 401 155 26 992 0,09% Acciones
Maridea Wealth Management LLC $1 309 080 25 218 0,08% Acciones
LAFFER TENGLER INVESTMENTS, INC. $1 302 422 25 090 0,08% Acciones
Triumph Capital Management $1 299 255 25 029 0,08% Acciones
Castle Rock Wealth Management, LLC $1 281 746 24 780 0,08% Acciones
Invst, LLC $1 274 556 24 553 0,08% Acciones
Sigma Planning Corp $1 271 604 24 496 0,08% Acciones
Sequoia Financial Advisors, LLC $1 269 096 24 448 0,08% Acciones
ROYAL BANK OF CANADA $1 168 000 22 500 0,07% Acciones
WESPAC Advisors, LLC $1 158 527 22 318 0,07% Acciones
Ausdal Financial Partners, Inc. $1 070 909 20 630 0,07% Acciones
Optivise Advisory Services LLC $1 031 303 19 867 0,07% Acciones
PNC Financial Services Group, Inc. $1 029 518 19 833 0,07% Acciones
FOCUSED ALPHA, LLC $1 006 783 19 395 0,06% Acciones
Brookwood Investment Group LLC $995 743 19 182 0,06% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $988 794 19 085 0,06% Acciones
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $984 249 18 961 0,06% Acciones
Advisory Services Network, LLC $973 457 18 753 0,06% Acciones
Weaver Consulting Group $965 526 18 600 0,06% Acciones
Advyzon Investment Management, LLC $929 345 17 903 0,06% Acciones
Veltria Advisors Corp. $926 697 17 852 0,06% Acciones
Orion Porfolio Solutions, LLC $918 054 17 685 0,06% Acciones
Perigon Wealth Management, LLC $906 297 17 459 0,06% Acciones
Arkadios Wealth Advisors $884 447 17 039 0,06% Acciones
CARY STREET PARTNERS FINANCIAL LLC $810 738 15 618 0,05% Acciones
PANORAMIC INVESTMENT ADVISORS, LLC $790 901 15 236 0,05% Acciones
BETO FINANCIAL GROUP, LLC $746 928 14 400 0,05% Acciones
OPPENHEIMER & CO INC $737 382 14 205 0,05% Acciones
Avantra Family Wealth, Inc. $733 696 14 134 0,05% Acciones
Two West Capital Advisors LLC $718 769 13 857 0,05% Acciones
Black Swift Group, LLC $712 724 13 730 0,05% Acciones
Guidance Point Advisors, LLC $683 787 13 163 0,04% Acciones
Embree Financial Group $641 037 12 349 0,04% Acciones
Empire Financial Management Company, LLC $628 318 12 104 0,04% Acciones
Transamerica Financial Advisors, LLC $621 513 11 972 0,04% Acciones
Concurrent Investment Advisors, LLC $615 329 11 854 0,04% Acciones
NewEdge Advisors, LLC $606 013 11 674 0,04% Acciones
OpenArc Corporate Advisory, LLC $602 156 11 600 0,04% Acciones
Kurv Investment Management LLC $599 664 11 552 0,04% Acciones
Breakwater Capital Group $590 312 11 372 0,04% Acciones
EAGLE GLOBAL ADVISORS LLC $582 690 11 225 0,04% Acciones
FIFTH THIRD BANCORP $565 618 10 896 0,04% Acciones
Icon Wealth Advisors, LLC $555 904 10 709 0,04% Acciones
TWO SIGMA SECURITIES, LLC $553 984 10 672 0,04% Acciones
Farther Finance Advisors, LLC $547 962 10 556 0,04% Acciones
Wealthcare Advisory Partners LLC $540 227 10 407 0,03% Acciones
Dynasty Wealth Management, LLC $531 766 10 244 0,03% Acciones
CITIZENS FINANCIAL GROUP INC/RI $523 131 10 078 0,03% Acciones
New England Private Wealth Advisors LLC $519 150 10 000 0,03% Acciones
Corient Private Wealth LP $519 100 10 000 0,03% Acciones
Quantinno Capital Management LP $519 100 10 000 0,03% Acciones
Merit Financial Group, LLC $515 377 9 928 0,03% Acciones
LFG Wealth Partners, LLC $512 259 9 868 0,03% Acciones
Union Bancaire Privee, UBP SA $499 307 9 615 0,03% Acciones
Ballast Rock Private Wealth LLC $494 962 9 535 0,03% Acciones
GeoWealth Management, LLC $483 940 9 322 0,03% Acciones
NORTHBRIDGE FINANCIAL GROUP, LLC $465 114 8 960 0,03% Acciones
JANE STREET GROUP, LLC $460 857 8 878 0,03% Acciones
Synergy Investment Management, LLC $460 086 8 863 0,03% Acciones
Keebeck Wealth Management $439 055 8 458 0,03% Acciones
ORG Partners LLC $435 723 8 423 0,03% Acciones
SigFig Wealth Management, LLC $434 966 8 376 0,03% Acciones
Congress Wealth Management LLC / DE / $418 578 8 062 0,03% Acciones
World Investment Advisors $403 004 7 771 0,03% Acciones
HUNTINGTON NATIONAL BANK $396 540 7 639 0,03% Acciones
TRANSCEND CAPITAL ADVISORS, LLC $391 779 7 547 0,03% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $391 751 7 547 0,03% Acciones
Atria Wealth Solutions, Inc. $384 779 7 411 0,02% Acciones
EFG International AG $382 784 7 374 0,02% Acciones
Spectrum Planning & Advisory Services Inc. $378 476 7 291 0,02% Acciones
Fortis Advisors, LLC $377 877 7 279 0,02% Acciones
Skyline Advisors, Inc. $369 588 7 120 0,02% Acciones
High Falls Advisors, Inc $368 050 7 113 0,02% Acciones
Orion Portfolio Solutions, LLC $367 671 7 102 0,02% Acciones
Integrated Wealth Concepts LLC $345 287 6 652 0,02% Acciones
Cerity Partners LLC $341 107 6 571 0,02% Acciones
HighTower Advisors, LLC $334 923 6 452 0,02% Acciones
Mariner, LLC $330 937 6 375 0,02% Acciones
SAGESPRING WEALTH PARTNERS, LLC $323 036 6 223 0,02% Acciones
Total Clarity Wealth Management, Inc. $322 197 6 207 0,02% Acciones
Geneos Wealth Management Inc. $319 127 6 148 0,02% Acciones
Steward Partners Investment Advisory, LLC $314 545 6 059 0,02% Acciones
Liberty Atlantic Advisors LLC $310 931 5 990 0,02% Acciones
Vision Retirement, LLC $310 786 5 987 0,02% Acciones
Knights of Columbus Asset Advisors LLC $310 629 5 984 0,02% Acciones
Venturi Wealth Management, LLC $306 477 5 904 0,02% Acciones
Gateway Wealth Partners, LLC $305 592 5 887 0,02% Acciones
Colonial Trust Co / SC $292 824 5 641 0,02% Acciones
StoneX Group Inc. $268 634 5 169 0,02% Acciones
LOCKERMAN FINANCIAL GROUP, INC. $267 700 5 157 0,02% Acciones
Rockefeller Capital Management L.P. $265 312 5 111 0,02% Acciones
IFG Advisory, LLC $261 451 5 037 0,02% Acciones
GWN SECURITIES INC. $247 075 4 760 0,02% Acciones
Magnolia Private Wealth, LLC $246 728 4 753 0,02% Acciones
Pacific Excel Wealth Advisors, Inc. $236 813 4 562 0,02% Acciones
Heritage Family Offices, LLP $236 813 4 562 0,02% Acciones
Visionary Horizons, LLC $233 341 4 495 0,01% Acciones
Bison Wealth, LLC $232 447 4 490 0,01% Acciones
Elm3 Financial Group, LLC $230 948 4 449 0,01% Acciones
Savvy Advisors, Inc. $230 808 4 446 0,01% Acciones
GC Wealth Management RIA, LLC $216 880 4 178 0,01% Acciones
Oregon Pacific Wealth Management, LLC $201 567 3 883 0,01% Acciones
Global Retirement Partners, LLC $175 144 3 374 0,01% Acciones
COMERICA BANK $150 266 2 904 0,01% Acciones
REICON WEALTH ADVISORS, LLC $144 258 2 779 0,01% Acciones
KELLEHER FINANCIAL ADVISORS $122 976 2 369 0,01% Acciones
EverSource Wealth Advisors, LLC $117 265 2 259 0,01% Acciones
Spire Wealth Management $103 820 2 000 0,01% Acciones
PRIVATE TRUST CO NA $99 771 1 922 0,01% Acciones
Aptus Capital Advisors, LLC $98 733 1 902 0,01% Acciones
TWIN CITY PRIVATE WEALTH, LLC $98 214 1 892 0,01% Acciones
Smartleaf Asset Management LLC $97 628 1 880 0,01% Acciones
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $92 400 1 780 0,01% Acciones
FMR LLC $76 753 1 479 0,00% Acciones
CWM, LLC $74 280 1 433 0,00% Acciones
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $68 054 1 311 0,00% Acciones
TRUST CO OF VERMONT $68 054 1 311 0,00% Acciones
NATIONAL BANK OF CANADA /FI/ $65 614 1 264 0,00% Acciones
Rossby Financial, LCC $46 304 892 0,00% Acciones
LANARK FINANCIAL, INC. $38 050 733 0,00% Acciones
Sunbelt Securities, Inc. $32 683 631 0,00% Acciones
Axiom Investment Management LLC $31 613 609 0,00% Acciones
Betterment LLC $30 417 585 958 0,00% Acciones
FTB Advisors, Inc. $30 165 581 0,00% Acciones
MATHER GROUP, LLC. $29 173 562 0,00% Acciones
EVOLUTION WEALTH MANAGEMENT INC. $25 436 490 0,00% Acciones
Imprint Wealth LLC $17 390 335 0,00% Acciones
Ascentis Independent Advisors $15 053 290 0,00% Acciones
Golden State Wealth Management, LLC $14 711 283 0,00% Acciones
Abich Financial Wealth Management LLC $14 550 280 0,00% Acciones
Signature Equity Partners, LLC $11 784 227 0,00% Acciones
Elequin Capital, LP $10 434 201 0,00% Acciones
Ashton Thomas Private Wealth, LLC $10 330 199 0,00% Acciones
SIGNATUREFD, LLC $9 759 188 0,00% Acciones
WELLS FARGO & COMPANY/MN $8 938 172 0,00% Acciones
Cornerstone Planning Group LLC $8 714 168 0,00% Acciones
Godfrey Financial Associates, Inc. $7 371 142 0,00% Acciones
Allworth Financial LP $5 711 110 0,00% Acciones
2UniFi Bank $5 028 97 0,00% Acciones
PARK AVENUE SECURITIES LLC $3 762 72 476 0,00% Acciones
FIDUCIARY FINANCIAL ADVISORS $3 686 71 0,00% Acciones
Continuum Advisory, LLC $2 647 51 0,00% Acciones
Elevated Capital Advisors, LLC $2 544 49 0,00% Acciones
OGOREK ANTHONY JOSEPH /NY/ /ADV $2 305 44 422 0,00% Acciones
ATWOOD & PALMER INC $2 181 42 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $2 137 41 159 0,00% Acciones
HIGHLINE WEALTH PARTNERS LLC $2 024 39 0,00% Acciones
Silver Grove Financial Group, Inc. $1 973 38 0,00% Acciones
Meramec Financial Planners, LLC $1 921 37 0,00% Acciones
Strategic Wealth Partners, Ltd. $1 142 22 0,00% Acciones
Key Capital Management, INC $675 13 0,00% Acciones
CoreCap Advisors, LLC $467 9 0,00% Acciones
HANTZ FINANCIAL SERVICES, INC. $0 6 0,00% Acciones