IDEQ — Propietarios institucionales (13F)

94 declarantes · $663.7M 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
LPL Financial LLC $85 025 063 2 424 439 12,81% Acciones
RAYMOND JAMES FINANCIAL INC $60 574 254 1 727 238 9,13% Acciones
Northwest Financial Advisors $58 779 265 1 676 055 8,86% Acciones
Bank of New York Mellon Corp $55 053 059 1 569 805 8,29% Acciones
CIBC Bancorp USA Inc. $40 808 139 1 168 787 6,15% Acciones
TOMPKINS FINANCIAL CORP $30 490 735 869 425 4,59% Acciones
Snowden Capital Advisors LLC $21 911 315 624 788 3,30% Acciones
DENVER WEALTH MANAGEMENT, INC. $19 738 185 562 823 2,97% Acciones
Alliance Wealth Advisors, LLC $15 970 317 455 384 2,41% Acciones
JONES FINANCIAL COMPANIES LLLP $15 872 289 458 737 2,39% Acciones
NORTHLAND SECURITIES, INC. $14 474 721 412 738 2,18% Acciones
JSF Financial, LLC $14 349 926 409 180 2,16% Acciones
Pinnacle Wealth Management, LLC $14 235 672 405 922 2,14% Acciones
ENVESTNET ASSET MANAGEMENT INC $13 089 831 373 249 1,97% Acciones
Navigation Group, LLC $11 747 328 334 968 1,77% Acciones
Meridian Financial Partners LLC $11 069 925 319 202 1,67% Acciones
Members Advisory Group LLC $10 913 467 311 190 1,64% Acciones
Western Wealth Management, LLC $10 834 562 308 941 1,63% Acciones
Prosperity Bancshares Inc $10 811 204 308 275 1,63% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10 603 555 302 354 1,60% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $9 625 401 274 463 1,45% Acciones
PNC Financial Services Group, Inc. $8 790 305 250 650 1,32% Acciones
WELLS FARGO & COMPANY/MN $7 425 582 211 736 1,12% Acciones
Provident Wealth Management, LLC $6 122 086 174 568 0,92% Acciones
Sigma Planning Corp $5 949 784 169 655 0,90% Acciones
TRUIST FINANCIAL CORP $5 836 924 166 436 0,88% Acciones
BAKER TILLY WEALTH MANAGEMENT, LLC $5 720 003 163 102 0,86% Acciones
Spartan Wealth Advisory Services LLC $5 662 227 161 455 0,85% Acciones
SENTINEL PENSION ADVISORS, LLC $4 958 465 145 966 0,75% Acciones
Coastline Trust Co $4 760 094 135 925 0,72% Acciones
Cetera Investment Advisers $4 627 107 131 939 0,70% Acciones
Private Advisor Group, LLC $4 545 000 129 598 0,68% Acciones
Endowment Wealth Management, Inc. $3 986 022 113 659 0,60% Acciones
Benson Investment Management Company, Inc. $3 558 904 101 480 0,54% Acciones
HighTower Advisors, LLC $3 516 519 100 271 0,53% Acciones
D.A. DAVIDSON & CO. $3 384 430 96 505 0,51% Acciones
Sanctuary Advisors, LLC $3 304 412 94 223 0,50% Acciones
Cornerstone Planning Group LLC $3 024 756 87 244 0,46% Acciones
Steward Partners Investment Advisory, LLC $2 980 047 84 974 0,45% Acciones
JANE STREET GROUP, LLC $2 621 062 74 738 0,39% Acciones
Bill Few Associates, Inc. $2 602 913 74 221 0,39% Acciones
Payne Capital LLC $2 580 723 73 588 0,39% Acciones
Future Financial Wealth Managment LLC $2 556 099 74 370 0,39% Acciones
Embree Financial Group $2 484 920 70 856 0,37% Acciones
GTS SECURITIES LLC $2 476 994 70 630 0,37% Acciones
MEMBERS WEALTH LLC $2 188 987 62 418 0,33% Acciones
Dynamic Advisor Solutions LLC $2 143 320 61 115 0,32% Acciones
Avise Financial Cooperative, Inc. $1 703 114 48 563 0,26% Acciones
STIFEL FINANCIAL CORP $1 465 997 41 802 0,22% Acciones
World Investment Advisors $1 336 231 42 086 0,20% Acciones
LEAVELL INVESTMENT MANAGEMENT, INC. $1 315 932 37 523 0,20% Acciones
AssuredPartners Investment Advisors, LLC $1 301 002 37 097 0,20% Acciones
MARSHALL WACE, LLP $1 041 299 29 692 0,16% Acciones
YHB Investment Advisors, Inc. $983 714 28 050 0,15% Acciones
Concurrent Investment Advisors, LLC $959 200 27 351 0,14% Acciones
Redwood Financial Network Corp $897 810 25 601 0,14% Acciones
Swisher Financial Concepts, Inc. $719 376 20 513 0,11% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $627 402 17 890 0,09% Acciones
VICTORY FINANCIAL GROUP, LLC $592 052 16 882 0,09% Acciones
KPP Advisory Services LLC $589 562 16 811 0,09% Acciones
NewEdge Advisors, LLC $585 005 16 681 0,09% Acciones
FIRST AMERICAN BANK $463 521 13 217 0,07% Acciones
Quantinno Capital Management LP $453 385 12 928 0,07% Acciones
CreativeOne Wealth, LLC $452 799 12 911 0,07% Acciones
Sunpointe, LLC $420 244 11 983 0,06% Acciones
Tempus Wealth Planning, LLC $403 305 11 500 0,06% Acciones
United Advisor Group, LLC $397 146 11 324 0,06% Acciones
PlanVest Financial, Inc $341 968 9 751 0,05% Acciones
INSIGNEO ADVISORY SERVICES, LLC $326 151 9 300 0,05% Acciones
Focus Partners Advisor Solutions, LLC $319 944 9 123 0,05% Acciones
OMNI 360 Wealth, Inc. $319 944 9 123 0,05% Acciones
Dorsey & Whitney Trust CO LLC $295 500 8 426 0,04% Acciones
AXXCESS WEALTH MANAGEMENT, LLC $268 636 7 660 0,04% Acciones
Summit Financial, LLC $267 955 7 641 0,04% Acciones
XML Financial, LLC $242 441 6 913 0,04% Acciones
Core Wealth Partners LLC $241 632 6 890 0,04% Acciones
MML INVESTORS SERVICES, LLC $229 287 6 538 0,03% Acciones
Aptus Capital Advisors, LLC $96 653 2 756 0,01% Acciones
JNBA Financial Advisors $67 767 1 932 0,01% Acciones
FMR LLC $46 468 1 325 0,01% Acciones
Harbor Asset Planning, Inc. $38 091 1 086 0,01% Acciones
PRIVATE TRUST CO NA $25 356 723 0,00% Acciones
Global Retirement Partners, LLC $24 549 700 0,00% Acciones
Cape Investment Advisory, Inc. $14 028 400 0,00% Acciones
ROYAL BANK OF CANADA $8 000 217 0,00% Acciones
CWM, LLC $6 350 200 0,00% Acciones
Medallion Wealth Advisors, LLC $5 179 206 0,00% Acciones
Hartford Financial Management Inc. $5 051 144 0,00% Acciones
FLOW TRADERS U.S. LLC $5 015 143 000 0,00% Acciones
JPMORGAN CHASE & CO $4 001 115 0,00% Acciones
Allworth Financial LP $2 771 79 0,00% Acciones
NATIONAL BANK OF CANADA /FI/ $2 362 67 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $1 610 45 907 0,00% Acciones
NATIXIS ADVISORS, LLC $576 16 434 0,00% Acciones