FREL — Propietarios institucionales (13F)

228 declarantes · $861.4M total · A fecha de 30 de septiembre 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
BANK OF AMERICA CORP /DE/ $306 892 621 10 474 151 35,63% Acciones
Lido Advisors, LLC $32 614 609 1 113 126 3,79% Acciones
CITIZENS & NORTHERN CORP $27 941 476 953 634 3,24% Acciones
Black Diamond Financial, LLC $26 291 976 897 336 3,05% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25 465 804 869 139 2,96% Acciones
ENVESTNET ASSET MANAGEMENT INC $24 458 096 834 747 2,84% Acciones
MAI Capital Management $22 030 218 751 885 2,56% Acciones
TRUEFG, LLC $20 723 206 707 277 2,41% Acciones
PNC Financial Services Group, Inc. $18 623 345 635 609 2,16% Acciones
LPL Financial LLC $17 766 302 606 359 2,06% Acciones
Riverpoint Wealth Management Holdings, LLC $16 821 102 574 099 1,95% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $16 139 030 550 820 1,87% Acciones
Cetera Investment Advisers $12 151 468 414 726 1,41% Acciones
Pure Financial Advisors, LLC $10 980 024 374 745 1,27% Acciones
H D Vest Advisory Services $10 948 242 404 892 1,27% Acciones
DIVERSIFY WEALTH MANAGEMENT, LLC $10 631 650 348 236 1,23% Acciones
Diversify Advisory Services, LLC $10 631 650 348 236 1,23% Acciones
Payne Capital Management, LLC $9 563 696 326 406 1,11% Acciones
Pasadena Private Wealth, LLC $8 497 125 290 004 0,99% Acciones
Marotta Asset Management $7 555 645 277 985 0,88% Acciones
MML INVESTORS SERVICES, LLC $7 362 798 251 290 0,85% Acciones
AE Wealth Management LLC $7 105 301 242 504 0,82% Acciones
Dynamic Advisor Solutions LLC $6 401 500 218 481 0,74% Acciones
AGF MANAGEMENT LTD $6 361 147 217 104 0,74% Acciones
Heck Capital Advisors, LLC $6 348 880 235 930 0,74% Acciones
OSAIC HOLDINGS, INC. $6 170 899 210 574 0,72% Acciones
RAYMOND JAMES FINANCIAL INC $6 070 439 207 182 0,70% Acciones
Creative Planning $5 948 520 203 021 0,69% Acciones
AMERICAN FINANCIAL & TAX STRATEGIES INC $5 846 940 199 554 0,68% Acciones
MORGAN STANLEY $5 531 271 188 778 0,64% Acciones
Townsend Financial Planning, LLC $5 030 281 171 682 0,58% Acciones
RFG Advisory, LLC $4 921 363 167 965 0,57% Acciones
Physician Wealth Advisors, Inc. $4 673 432 159 503 0,54% Acciones
HighTower Advisors, LLC $4 468 971 152 525 0,52% Acciones
Steward Partners Investment Advisory, LLC $4 340 930 148 155 0,50% Acciones
EP Wealth Advisors, LLC $4 249 247 145 026 0,49% Acciones
Essential Planning, LLC. $3 977 936 135 769 0,46% Acciones
Financial Engines Advisors L.L.C. $3 898 365 133 050 0,45% Acciones
Prospect Financial Group LLC $3 651 848 124 636 0,42% Acciones
Opes Wealth Management LLC $3 599 858 133 774 0,42% Acciones
SigFig Wealth Management, LLC $3 379 275 113 284 0,39% Acciones
Independent Solutions Wealth Management, LLC $3 379 214 115 332 0,39% Acciones
Mariner, LLC $3 264 478 111 416 0,38% Acciones
SACHEM HILL LLC $2 669 170 91 098 0,31% Acciones
Livet Wealth, LLC $2 627 242 89 667 0,30% Acciones
LODESTAR PRIVATE ASSET MANAGEMENT LLC $2 549 422 87 011 0,30% Acciones
UBS Group AG $2 407 786 82 177 0,28% Acciones
NorthCoast Asset Management LLC $2 400 336 81 922 0,28% Acciones
Sachetta, LLC $2 390 476 81 586 0,28% Acciones
STIFEL FINANCIAL CORP $2 334 310 79 671 0,27% Acciones
NWAM LLC $2 316 534 79 063 0,27% Acciones
Beckerman Institutional, LLC $2 259 589 77 119 0,26% Acciones
Global View Capital Management LLC $2 246 021 76 656 0,26% Acciones
ROYAL BANK OF CANADA $2 238 000 76 377 0,26% Acciones
MERCER GLOBAL ADVISORS INC /ADV $2 108 276 71 955 0,24% Acciones
SUMMIT WEALTH GROUP LLC / CO $2 022 728 69 035 0,23% Acciones
Eagle Bay Advisors LLC $1 993 956 68 053 0,23% Acciones
Congress Wealth Management LLC / DE / $1 957 396 72 388 0,23% Acciones
Fifth Third Securities, Inc. $1 919 443 65 510 0,22% Acciones
Asset Management Group, Inc. $1 846 738 63 029 0,21% Acciones
Tortoise Investment Management, LLC $1 842 208 62 874 0,21% Acciones
Atria Investments, Inc $1 800 269 61 443 0,21% Acciones
Birchcreek Wealth Management, LLC $1 775 338 60 592 0,21% Acciones
FIRST NATIONAL CORP /MA/ /ADV $1 734 310 62 318 0,20% Acciones
Blue Barn Wealth, LLC $1 650 379 61 375 0,19% Acciones
Marks Group Wealth Management, Inc $1 627 879 55 559 0,19% Acciones
HF Advisory Group, LLC $1 612 569 55 036 0,19% Acciones
Beaumont Financial Advisors, LLC $1 611 734 55 008 0,19% Acciones
Soltis Investment Advisors LLC $1 593 544 54 387 0,18% Acciones
Farther Finance Advisors, LLC $1 540 517 52 577 0,18% Acciones
Atria Wealth Solutions, Inc. $1 517 896 55 917 0,18% Acciones
AMERIPRISE FINANCIAL INC $1 440 920 49 178 0,17% Acciones
Rehmann Capital Advisory Group $1 408 890 48 085 0,16% Acciones
Kestra Advisory Services, LLC $1 341 711 45 792 0,16% Acciones
Savvy Advisors, Inc. $1 326 868 45 286 0,15% Acciones
21 West Wealth Management LLC $1 310 911 44 741 0,15% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 307 219 44 615 0,15% Acciones
J.W. COLE ADVISORS, INC. $1 191 780 40 675 0,14% Acciones
D. E. Shaw & Co., Inc. $1 181 669 40 330 0,14% Acciones
SMITH, MOORE & CO. $1 169 978 39 931 0,14% Acciones
Life Planning Partners, Inc $1 090 906 37 232 0,13% Acciones
Full Sail Capital, LLC $1 071 163 38 517 0,12% Acciones
Glass Jacobson Investment Advisors llc $1 069 018 36 485 0,12% Acciones
Northwest Wealth Advisors, LLC $1 045 561 35 685 0,12% Acciones
PKS Advisory Services, LLC $1 002 120 34 201 0,12% Acciones
Rather & Kittrell, Inc. $980 759 33 473 0,11% Acciones
INTEGRATED CAPITAL MANAGEMENT, INC. $976 379 33 324 0,11% Acciones
BLUE JEAN FINANCIAL LLC $972 848 33 203 0,11% Acciones
FMR LLC $933 976 31 876 0,11% Acciones
New England Private Wealth Advisors LLC $927 885 30 333 0,11% Acciones
Integrated Investment Consultants, LLC $908 300 31 000 0,11% Acciones
Fort Point Capital Partners LLC $907 391 30 969 0,11% Acciones
WELLS FARGO & COMPANY/MN $846 018 28 874 0,10% Acciones
BALANCED WEALTH GROUP LLC $831 754 28 387 0,10% Acciones
Savant Capital, LLC $806 081 27 511 0,09% Acciones
Sunbelt Securities, Inc. $801 613 29 789 0,09% Acciones
Gladstone Institutional Advisory LLC $789 929 26 960 0,09% Acciones
Fingerlakes Wealth Management, Inc. $753 650 25 722 0,09% Acciones
CITIGROUP INC $748 849 25 558 0,09% Acciones
JPMORGAN CHASE & CO $738 580 24 759 0,09% Acciones
Global Retirement Partners, LLC $720 209 24 581 0,08% Acciones
IFP Advisors, Inc $719 989 24 573 0,08% Acciones
SYKON CAPITAL LLC $697 038 23 790 0,08% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $695 523 23 738 0,08% Acciones
Smith Salley Wealth Management $684 422 23 359 0,08% Acciones
Pinnacle Financial Partners, Inc. $637 213 21 747 0,07% Acciones
Investmark Advisory Group LLC $610 170 20 825 0,07% Acciones
Envestnet Portfolio Solutions, Inc. $607 184 20 723 0,07% Acciones
Larson Financial Group LLC $582 834 19 892 0,07% Acciones
Private Advisor Group, LLC $581 707 19 853 0,07% Acciones
Galvin, Gaustad & Stein, LLC $541 224 18 472 0,06% Acciones
Arax Advisory Partners $520 239 17 755 0,06% Acciones
Compound Planning, Inc. $511 021 17 441 0,06% Acciones
Capital Investment Advisory Services, LLC $497 767 16 989 0,06% Acciones
Advisory Services Network, LLC $466 940 15 936 0,05% Acciones
Robertson Stephens Wealth Management, LLC $445 712 15 212 0,05% Acciones
RIK SAYLOR FINANCIAL, INC. $428 167 14 613 0,05% Acciones
Ausdal Financial Partners, Inc. $413 921 14 127 0,05% Acciones
LYNCH & ASSOCIATES/IN $409 936 13 991 0,05% Acciones
Disciplined Investments, LLC $409 497 13 976 0,05% Acciones
Independence Financial Advisors, LLC $400 395 13 665 0,05% Acciones
ATLAS CAPITAL ADVISORS INC. $383 976 13 105 0,04% Acciones
Keel Point, LLC $380 446 12 984 0,04% Acciones
THOMPSON INVESTMENT MANAGEMENT, INC. $365 239 12 466 0,04% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $362 853 12 279 0,04% Acciones
Brookstone Capital Management $347 513 11 861 0,04% Acciones
Ameritas Advisory Services, LLC $336 937 11 500 0,04% Acciones
Clearview Wealth Management LLC $336 833 11 496 0,04% Acciones
Modera Wealth Management, LLC $330 128 11 267 0,04% Acciones
PENOBSCOT WEALTH MANAGEMENT $328 822 11 223 0,04% Acciones
Kohmann Bosshard Financial Services, LLC $326 138 11 131 0,04% Acciones
KDK Private Wealth Management, LLC $313 630 10 704 0,04% Acciones
UNITED CAPITAL FINANCIAL ADVISORS, LLC $302 984 10 339 0,04% Acciones
MISSION WEALTH MANAGEMENT, LP $297 606 10 157 0,03% Acciones
JONES FINANCIAL COMPANIES LLLP $291 238 9 718 0,03% Acciones
PBMares Wealth Management LLC $276 654 9 948 0,03% Acciones
Smartleaf Asset Management LLC $274 108 9 189 0,03% Acciones
NorthLanding Financial Partners, LLC $268 443 9 162 0,03% Acciones
PFG Advisors $260 295 8 884 0,03% Acciones
POLEN CAPITAL MANAGEMENT LLC $254 099 8 672 0,03% Acciones
Cornerstone Financial Group, LLC /NE/ $249 452 8 514 0,03% Acciones
Blue Trust, Inc. $247 187 8 436 0,03% Acciones
Demars Financial Group, LLC $245 316 8 373 0,03% Acciones
Maxele Advisors, LLC $237 059 8 091 0,03% Acciones
Meridian Wealth Management, LLC $234 006 7 987 0,03% Acciones
PRINCIPAL SECURITIES, INC. $224 526 7 663 0,03% Acciones
Corient Private Wealth LP $220 478 7 525 0,03% Acciones
Talon Private Wealth, LLC $218 461 7 456 0,03% Acciones
CITIZENS FINANCIAL GROUP INC/RI $212 535 7 254 0,02% Acciones
Merit Financial Group, LLC $212 484 7 252 0,02% Acciones
Snowden Capital Advisors LLC $209 947 7 165 0,02% Acciones
Financial Freedom, LLC $205 444 7 012 0,02% Acciones
Wilmington Savings Fund Society, FSB $199 504 6 809 0,02% Acciones
Ancora Advisors LLC $163 992 5 597 0,02% Acciones
CIBC Private Wealth Group LLC $139 050 5 000 0,02% Acciones
Colonial Trust Advisors $132 319 4 516 0,02% Acciones
FIFTH THIRD BANCORP $126 136 4 305 0,01% Acciones
Elevated Capital Advisors, LLC $99 529 3 397 0,01% Acciones
Financial Perspectives, Inc $93 211 3 181 0,01% Acciones
Qube Research & Technologies Ltd $76 239 2 602 0,01% Acciones
Glenmede Investment Management, LP $68 412 2 460 0,01% Acciones
Aspect Partners, LLC $68 035 2 322 0,01% Acciones
Colonial Trust Co / SC $64 284 2 194 0,01% Acciones
BLAIR WILLIAM & CO/IL $58 595 2 000 0,01% Acciones
Stone House Investment Management, LLC $57 604 1 966 0,01% Acciones
Atlantic Union Bankshares Corp $54 879 1 873 0,01% Acciones
BOK Financial Private Wealth, Inc. $48 756 1 664 0,01% Acciones
BROWN BROTHERS HARRIMAN & CO $33 754 1 152 0,00% Acciones
Quent Capital, LLC $31 676 1 081 0,00% Acciones
COMERICA BANK $30 628 1 139 0,00% Acciones
SHP Wealth Management $30 384 1 037 0,00% Acciones
Darwin Wealth Management, LLC $29 570 1 009 0,00% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $29 124 994 0,00% Acciones
Sandy Spring Bank $27 470 1 000 0,00% Acciones
GLENMEDE TRUST CO NA $22 590 771 0,00% Acciones
Dogwood Wealth Management LLC $19 074 651 0,00% Acciones
Decker Retirement Planning Inc. $18 693 638 0,00% Acciones
Johnson Financial Group, Inc. $17 580 600 0,00% Acciones
Rockefeller Capital Management L.P. $15 177 518 0,00% Acciones
Crewe Advisors LLC $14 475 494 0,00% Acciones
AdvisorNet Financial, Inc $13 073 446 0,00% Acciones
Napier Financial, LLC $10 226 349 0,00% Acciones
Glen Eagle Advisors, LLC $10 157 347 0,00% Acciones
CWM, LLC $9 984 371 0,00% Acciones
CNB Bank $9 669 330 0,00% Acciones
Quest 10 Wealth Builders, Inc. $9 435 322 0,00% Acciones
Clearstead Advisors, LLC $8 849 302 0,00% Acciones
ASSETMARK, INC $7 384 252 0,00% Acciones
VISION FINANCIAL MARKETS LLC $6 444 219 0,00% Acciones
BANK OF MONTREAL /CAN/ $5 860 200 0,00% Acciones
Investors Research Corp $4 763 177 0,00% Acciones
Abound Wealth Management $4 662 173 0,00% Acciones
Capital A Wealth Management, LLC $4 211 158 0,00% Acciones
Promus Capital, LLC $4 172 150 0,00% Acciones
TOUNJIAN ADVISORY PARTNERS, LLC $3 797 130 0,00% Acciones
BlackRock, Inc. $3 780 129 0,00% Acciones
PARK AVENUE SECURITIES LLC $3 183 108 642 0,00% Acciones
Bogart Wealth, LLC $3 140 107 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $3 081 105 148 0,00% Acciones
Glassman Wealth Services $2 871 98 0,00% Acciones
HARBOUR INVESTMENTS, INC. $2 829 97 0,00% Acciones
Financial Network Wealth Advisors LLC $2 198 75 0,00% Acciones
Geneos Wealth Management Inc. $2 117 72 0,00% Acciones
Palisades Hudson Asset Management, L.P. $1 850 63 130 0,00% Acciones
1 NORTH WEALTH SERVICES LLC $1 846 63 0,00% Acciones
Strengthening Families & Communities, LLC $1 846 63 0,00% Acciones
IFG Advisory, LLC $1 465 50 0,00% Acciones
Oakmont Advisory Group, LLC $1 348 46 0,00% Acciones
WealthCollab, LLC $1 260 43 0,00% Acciones
FIRST COMMUNITY TRUST NA $1 184 44 0,00% Acciones
High Note Wealth, LLC $1 055 36 0,00% Acciones
EVOLUTION WEALTH MANAGEMENT INC. $938 32 0,00% Acciones
Allworth Financial LP $934 32 0,00% Acciones
AlphaCore Capital LLC $879 30 0,00% Acciones
SOA Wealth Advisors, LLC. $853 29 0,00% Acciones
Key Capital Management, INC $733 25 0,00% Acciones
Aptus Capital Advisors, LLC $557 19 0,00% Acciones
Provenance Wealth Advisors, LLC $440 15 0,00% Acciones
Allspring Global Investments Holdings, LLC $297 10 0,00% Acciones
Mechanics Financial Corp $205 7 0,00% Acciones
FOSTER & MOTLEY INC $204 6 949 0,00% Acciones
Parallel Advisors, LLC $117 4 0,00% Acciones
Transamerica Financial Advisors, LLC $108 3 0,00% Acciones
CX Institutional $102 3 767 0,00% Acciones
Motiv8 Investments LLC $80 2 957 0,00% Acciones
Russell Investments Group, Ltd. $29 1 0,00% Acciones
Raleigh Capital Management Inc. $17 1 0,00% Acciones
HANTZ FINANCIAL SERVICES, INC. $0 4 0,00% Acciones