EVT — Propietarios institucionales (13F)

163 declarantes · $389.0M 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
RAYMOND JAMES FINANCIAL INC $28 250 437 1 020 608 7,26% Acciones
MORGAN STANLEY $27 443 099 991 440 7,06% Acciones
1607 Capital Partners, LLC $26 211 631 946 952 6,74% Acciones
UBS Group AG $24 981 920 902 526 6,42% Acciones
BANK OF AMERICA CORP /DE/ $22 633 784 817 695 5,82% Acciones
McGowan Group Asset Management, Inc. $21 511 479 777 149 5,53% Acciones
WELLS FARGO & COMPANY/MN $21 137 383 763 634 5,43% Acciones
Joel Isaacson & Co., LLC $20 131 787 727 304 5,18% Acciones
LPL Financial LLC $14 901 914 538 364 3,83% Acciones
Stratos Wealth Partners, LTD. $12 004 434 433 686 3,09% Acciones
Karpus Management, Inc. $11 424 117 412 721 2,94% Acciones
GUGGENHEIM CAPITAL LLC $10 396 193 375 585 2,67% Acciones
Kingstone Capital Partners Texas, LLC $10 227 508 369 491 2,63% Acciones
OSAIC HOLDINGS, INC. $8 694 247 314 076 2,24% Acciones
Private Advisor Group, LLC $6 839 687 247 099 1,76% Acciones
Advisors Asset Management, Inc. $6 686 952 265 566 1,72% Acciones
AMERIPRISE FINANCIAL INC $6 362 452 229 857 1,64% Acciones
Rockefeller Capital Management L.P. $5 768 814 208 410 1,48% Acciones
ROYAL BANK OF CANADA $5 437 000 196 431 1,40% Acciones
Cetera Investment Advisers $4 785 258 172 878 1,23% Acciones
Steward Partners Investment Advisory, LLC $4 405 576 159 161 1,13% Acciones
FIRST TRUST ADVISORS LP $4 325 859 156 281 1,11% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4 211 831 153 941 1,08% Acciones
&PARTNERS $4 054 279 146 491 1,04% Acciones
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $3 566 153 128 835 0,92% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $3 327 117 120 199 0,86% Acciones
NewEdge Advisors, LLC $3 325 380 120 137 0,85% Acciones
Spire Wealth Management $3 199 781 115 599 0,82% Acciones
Formidable Asset Management, LLC $2 753 553 112 161 0,71% Acciones
Allspring Global Investments Holdings, LLC $2 724 044 98 412 0,70% Acciones
Sanctuary Advisors, LLC $2 575 131 93 032 0,66% Acciones
MRA Advisory Group $2 467 324 89 137 0,63% Acciones
PMG Family Office LLC $2 278 341 82 310 0,59% Acciones
1776 Wealth LLC $2 111 596 76 286 0,54% Acciones
Accel Wealth Management $2 028 582 82 631 0,52% Acciones
HighTower Advisors, LLC $1 984 504 71 694 0,51% Acciones
Samalin Investment Counsel, LLC $1 793 416 64 791 0,46% Acciones
PNC Financial Services Group, Inc. $1 552 349 56 082 0,40% Acciones
MML INVESTORS SERVICES, LLC $1 391 708 50 278 0,36% Acciones
STIFEL FINANCIAL CORP $1 319 133 47 657 0,34% Acciones
Meridian Wealth Management, LLC $1 277 097 46 138 0,33% Acciones
Saba Capital Management, L.P. $1 222 598 44 169 0,31% Acciones
Founders Financial Alliance, LLC $1 114 435 40 261 0,29% Acciones
Mariner, LLC $1 097 557 39 652 0,28% Acciones
HOLLENCREST CAPITAL MANAGEMENT $981 256 35 450 0,25% Acciones
Prospera Financial Services Inc $953 005 34 428 0,25% Acciones
Creative Planning $846 095 30 567 0,22% Acciones
Snowden Capital Advisors LLC $772 253 27 899 0,20% Acciones
Focus Partners Wealth $764 439 27 617 0,20% Acciones
Sowell Financial Services LLC $756 965 27 347 0,19% Acciones
True North Advisors, LLC $747 360 27 000 0,19% Acciones
Baird Financial Group, Inc. $741 547 26 790 0,19% Acciones
Cornerstone Wealth Management, LLC $728 137 26 306 0,19% Acciones
Sequoia Financial Advisors, LLC $714 587 25 816 0,18% Acciones
XTX Topco Ltd $709 466 25 631 0,18% Acciones
Corient Private Wealth LP $704 123 25 438 0,18% Acciones
AQR CAPITAL MANAGEMENT LLC $699 584 25 274 0,18% Acciones
Live Oak Private Wealth LLC $680 624 24 589 0,17% Acciones
COMMONS CAPITAL, LLC $665 167 24 031 0,17% Acciones
DENVER WEALTH MANAGEMENT, INC. $663 878 23 984 0,17% Acciones
SILVERLAKE WEALTH MANAGEMENT LLC $602 567 21 769 0,15% Acciones
Summit Investment Advisory Services, LLC $545 829 19 719 0,14% Acciones
INSIGNEO ADVISORY SERVICES, LLC $539 760 19 500 0,14% Acciones
JGP Wealth Management, LLC $524 204 18 938 0,13% Acciones
Prime Capital Investment Advisors, LLC $521 886 18 854 0,13% Acciones
DAVENPORT & Co LLC $514 820 18 599 0,13% Acciones
ENVESTNET ASSET MANAGEMENT INC $508 531 18 372 0,13% Acciones
H D Vest Advisory Services $479 809 19 909 0,12% Acciones
AlphaCore Capital LLC $477 251 17 242 0,12% Acciones
Summit Financial, LLC $466 270 16 845 0,12% Acciones
Wealth Alliance Advisory Group, LLC $460 512 16 637 0,12% Acciones
Heritage Trust Co $439 420 15 875 0,11% Acciones
Advisors Capital Management, LLC $421 511 15 228 0,11% Acciones
Richmond Investment Services, LLC $418 159 15 107 0,11% Acciones
Fiduciary Trust Co $416 501 15 047 0,11% Acciones
Beacon Pointe Advisors, LLC $413 623 14 943 0,11% Acciones
JANE STREET GROUP, LLC $402 717 14 549 0,10% Acciones
Allworth Financial LP $382 873 13 832 0,10% Acciones
Kingsview Wealth Management, LLC $381 969 13 799 0,10% Acciones
Johnson & White Wealth Management, LLC $374 098 13 515 0,10% Acciones
MGO ONE SEVEN LLC $373 448 13 492 0,10% Acciones
Cerity Partners LLC $369 793 13 359 0,10% Acciones
EP Wealth Advisors, LLC $365 856 13 217 0,09% Acciones
Stonebridge Financial Planning Group, LLC $359 840 13 000 0,09% Acciones
Abel Hall, LLC $359 840 13 000 0,09% Acciones
STEVENS CAPITAL PARTNERS $359 840 13 000 0,09% Acciones
Concurrent Investment Advisors, LLC $358 252 12 943 0,09% Acciones
OPPENHEIMER & CO INC $353 031 12 754 0,09% Acciones
Financial Security Advisor, Inc. $346 000 12 500 0,09% Acciones
HBK Sorce Advisory LLC $334 006 11 650 0,09% Acciones
Atria Wealth Solutions, Inc. $330 465 13 712 0,08% Acciones
Kovack Advisors, Inc. $327 450 11 783 0,08% Acciones
KESTRA PRIVATE WEALTH SERVICES, LLC $305 776 11 047 0,08% Acciones
Dynamic Advisor Solutions LLC $302 127 10 915 0,08% Acciones
North Star Investment Management Corp. $301 546 10 894 0,08% Acciones
CWM, LLC $297 095 12 102 0,08% Acciones
HANCOCK WHITNEY CORP $295 152 10 663 0,08% Acciones
MGB Wealth Management, LLC $288 739 11 467 0,07% Acciones
World Investment Advisors $281 838 11 279 0,07% Acciones
Harbour Wealth Management Group, Inc. $280 454 10 132 0,07% Acciones
Cresset Asset Management, LLC $277 290 10 018 0,07% Acciones
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $276 800 10 000 0,07% Acciones
Axiom Investment Management LLC $275 654 9 960 0,07% Acciones
CITADEL ADVISORS LLC $269 631 9 741 0,07% Acciones
SMH CAPITAL ADVISORS INC $258 726 9 347 0,07% Acciones
Dakota Wealth Management $249 259 9 005 0,06% Acciones
WOLVERINE ASSET MANAGEMENT LLC $245 605 8 873 0,06% Acciones
VISTA INVESTMENT PARTNERS II, LLC $235 169 8 496 0,06% Acciones
Next Level Private LLC $229 426 8 288 0,06% Acciones
COMMERCE BANK $221 440 8 000 0,06% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $208 292 7 525 0,05% Acciones
NorthStar Asset Management LLC /NJ/ $204 790 7 398 0,05% Acciones
STEPHENS INC /AR/ $200 929 7 259 0,05% Acciones
PRIVATE TRUST CO NA $145 819 5 268 0,04% Acciones
Institute for Wealth Management, LLC. $141 390 5 108 0,04% Acciones
LANARK FINANCIAL, INC. $134 248 4 850 0,03% Acciones
COMERICA BANK $130 885 5 198 0,03% Acciones
Birchwood Financial Partners, Inc. $102 001 3 685 0,03% Acciones
HARBOUR INVESTMENTS, INC. $95 496 3 450 0,02% Acciones
FIFTH THIRD BANCORP $87 441 3 159 0,02% Acciones
CoreCap Advisors, LLC $86 334 3 119 0,02% Acciones
Geneos Wealth Management Inc. $81 933 2 960 0,02% Acciones
Investors Research Corp $77 210 3 145 0,02% Acciones
Bank & Trust Co $66 997 2 729 0,02% Acciones
Parvin Asset Management, LLC $65 048 2 350 0,02% Acciones
Salomon & Ludwin, LLC $56 914 2 048 0,01% Acciones
BOK Financial Private Wealth, Inc. $47 582 1 719 0,01% Acciones
ORG Partners LLC $43 863 1 742 0,01% Acciones
GAMMA Investing LLC $41 520 1 500 0,01% Acciones
IFP Advisors, Inc $41 520 1 500 0,01% Acciones
MARYLAND CAPITAL ADVISORS INC. $38 227 1 381 0,01% Acciones
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $34 434 1 244 0,01% Acciones
CIBC Private Wealth Group LLC $29 389 1 202 0,01% Acciones
N.E.W. Advisory Services LLC $28 191 1 018 0,01% Acciones
Keating Financial Advisory Services, Inc. $28 087 1 015 0,01% Acciones
Farther Finance Advisors, LLC $25 454 920 0,01% Acciones
Concord Wealth Partners $24 220 875 0,01% Acciones
Caldwell Trust Co $22 587 816 0,01% Acciones
Atlantic Union Bankshares Corp $22 144 800 0,01% Acciones
Kennebec Savings Bank $22 033 796 0,01% Acciones
EverSource Wealth Advisors, LLC $19 376 700 0,00% Acciones
ARMSTRONG ADVISORY GROUP, INC $16 266 588 0,00% Acciones
Community Financial Services Group, LLC $13 895 500 0,00% Acciones
Kilter Group LLC $13 840 500 0,00% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13 812 499 0,00% Acciones
Vermillion Wealth Management, Inc. $12 151 439 0,00% Acciones
Bruce G. Allen Investments, LLC $11 764 425 0,00% Acciones
JONES FINANCIAL COMPANIES LLLP $9 707 359 0,00% Acciones
Ascentis Independent Advisors $8 442 305 0,00% Acciones
MB, LEVIS & ASSOCIATES, LLC $5 564 201 0,00% Acciones
ASSETMARK, INC $4 650 168 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $2 109 76 194 0,00% Acciones
Janney Montgomery Scott LLC $1 564 56 486 0,00% Acciones
Gunpowder Capital Management, LLC dba Oliver Wealth Management $1 208 43 0,00% Acciones
Tower Research Capital LLC (TRC) $720 26 0,00% Acciones
SHIKIAR ASSET MANAGEMENT INC $554 20 000 0,00% Acciones
WEDBUSH SECURITIES INC $331 11 973 0,00% Acciones
IFG Advisory, LLC $258 9 0,00% Acciones
PlanVest Financial, Inc $214 8 0,00% Acciones
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $209 7 550 0,00% Acciones
HUNTINGTON NATIONAL BANK $28 1 0,00% Acciones
BlackRock, Inc. $14 1 0,00% Acciones
HANTZ FINANCIAL SERVICES, INC. $0 2 0,00% Acciones