IDVO — Propietarios institucionales (13F)

130 declarantes · $508.5M 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
RAYMOND JAMES FINANCIAL INC $95 919 071 2 283 788 18,86% Acciones
CPC Advisors, LLC $52 785 123 1 256 789 10,38% Acciones
LPL Financial LLC $41 900 001 997 619 8,24% Acciones
GREAT VALLEY ADVISOR GROUP, INC. $26 878 800 639 968 5,29% Acciones
OSAIC HOLDINGS, INC. $25 809 690 614 472 5,08% Acciones
Principle Wealth Partners LLC $19 838 951 472 356 3,90% Acciones
Sterling Financial Group, Inc. $19 710 627 528 577 3,88% Acciones
STIFEL FINANCIAL CORP $19 180 143 456 668 3,77% Acciones
MORGAN STANLEY $18 137 029 431 833 3,57% Acciones
Sequoia Financial Advisors, LLC $17 745 420 422 510 3,49% Acciones
UBS Group AG $14 546 154 346 337 2,86% Acciones
ROYAL BANK OF CANADA $9 888 000 235 435 1,94% Acciones
CARY STREET PARTNERS FINANCIAL LLC $9 676 002 230 381 1,90% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $9 391 590 223 609 1,85% Acciones
Elmwood Wealth Management, Inc. $8 619 618 205 229 1,70% Acciones
ARQ WEALTH ADVISORS, LLC $7 058 299 164 798 1,39% Acciones
EverSource Wealth Advisors, LLC $6 933 423 165 082 1,36% Acciones
Steward Partners Investment Advisory, LLC $6 047 715 143 993 1,19% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5 877 913 139 950 1,16% Acciones
TRUIST FINANCIAL CORP $5 705 662 135 849 1,12% Acciones
Atlas Wealth LLC $5 355 000 127 500 1,05% Acciones
ENVESTNET ASSET MANAGEMENT INC $5 203 681 123 897 1,02% Acciones
IAM Advisory, LLC $4 363 749 103 899 0,86% Acciones
Proficio Capital Partners LLC $4 263 840 101 520 0,84% Acciones
Baird Financial Group, Inc. $3 955 770 94 185 0,78% Acciones
Visionary Wealth Advisors $3 862 326 91 960 0,76% Acciones
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3 813 504 90 798 0,75% Acciones
SAGESPRING WEALTH PARTNERS, LLC $2 735 284 65 126 0,54% Acciones
Retirement Planning Group, LLC $2 730 872 65 021 0,54% Acciones
Financial Insights, Inc. $2 277 828 54 234 0,45% Acciones
Pasadena Private Wealth, LLC $2 201 808 52 424 0,43% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2 069 150 48 847 0,41% Acciones
CAP Partners, LLC $1 950 719 46 446 0,38% Acciones
Capital Investment Advisory Services, LLC $1 898 988 45 214 0,37% Acciones
NewEdge Advisors, LLC $1 725 080 41 073 0,34% Acciones
URS Advisory LLC $1 576 641 37 539 0,31% Acciones
Northwest Financial Advisors $1 483 977 35 333 0,29% Acciones
Snowden Capital Advisors LLC $1 463 772 34 852 0,29% Acciones
JONES FINANCIAL COMPANIES LLLP $1 435 038 34 521 0,28% Acciones
Navis Wealth Advisors, LLC $1 332 492 31 726 0,26% Acciones
OLD MISSION CAPITAL LLC $1 321 110 31 455 0,26% Acciones
Carr Financial Group Corp $1 272 123 30 289 0,25% Acciones
Private Advisor Group, LLC $1 198 131 28 527 0,24% Acciones
Karras Company, Inc. $1 193 626 28 420 0,23% Acciones
MILESTONE ASSET MANAGEMENT, LLC $1 104 553 26 298 0,22% Acciones
US BANCORP \DE\ $1 087 732 25 881 0,21% Acciones
JPMORGAN CHASE & CO $1 041 620 25 002 0,20% Acciones
Bright Futures Wealth Management, LLC. $1 030 134 24 527 0,20% Acciones
Savvy Advisors, Inc. $1 021 007 24 310 0,20% Acciones
JOHNSON INVESTMENT COUNSEL INC $966 630 23 015 0,19% Acciones
Institute for Wealth Management, LLC. $964 278 22 959 0,19% Acciones
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953 778 22 709 0,19% Acciones
Farther Finance Advisors, LLC $950 752 22 637 0,19% Acciones
Embree Financial Group $905 941 21 570 0,18% Acciones
HARBOUR INVESTMENTS, INC. $902 653 21 492 0,18% Acciones
Hilltop Holdings Inc. $858 941 20 451 0,17% Acciones
Goldstone Financial Group, LLC $808 766 19 256 0,16% Acciones
HBK Sorce Advisory LLC $682 536 15 932 0,13% Acciones
Reliant Wealth Planning $631 176 15 028 0,12% Acciones
Kestra Advisory Services, LLC $616 728 14 684 0,12% Acciones
KINGSWOOD WEALTH ADVISORS, LLC $577 038 13 739 0,11% Acciones
INTEGRITY ALLIANCE, LLC. $463 387 11 033 0,09% Acciones
UMB Bank, n.a. $453 600 10 800 0,09% Acciones
Equitable Holdings, Inc. $449 265 10 697 0,09% Acciones
Arkadios Wealth Advisors $440 440 10 487 0,09% Acciones
Sigma Planning Corp $425 668 10 135 0,08% Acciones
Strategic Wealth Partners, Ltd. $375 181 8 933 0,07% Acciones
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372 048 8 991 0,07% Acciones
Redwood Family Wealth LLC $367 412 8 747 0,07% Acciones
Atria Investments, Inc $358 468 8 535 0,07% Acciones
INDEPENDENT FINANCIAL GROUP, LLC $353 514 8 417 0,07% Acciones
Mariner, LLC $348 594 8 300 0,07% Acciones
Marion Wealth Management $329 988 7 857 0,06% Acciones
FLAGSTAR SECURITIES, INC $309 760 7 375 0,06% Acciones
Tidemark, LLC $294 426 7 010 0,06% Acciones
PFG Investments, LLC $283 787 6 757 0,06% Acciones
HighTower Advisors, LLC $282 534 6 727 0,06% Acciones
HighPoint Advisor Group LLC $267 834 6 377 0,05% Acciones
LifeGoal Investments, LLC $265 125 6 313 0,05% Acciones
WELLS FARGO & COMPANY/MN $256 987 6 119 0,05% Acciones
Capital Wealth Planning, LLC $241 362 5 747 0,05% Acciones
MERCER GLOBAL ADVISORS INC /ADV $237 258 5 649 0,05% Acciones
BENJAMIN EDWARDS INC $231 378 5 509 0,05% Acciones
Bison Wealth, LLC $220 935 5 237 0,04% Acciones
MONECO ADVISORS, LLC $215 601 5 133 0,04% Acciones
CITADEL ADVISORS LLC $214 200 5 100 0,04% Opción de venta
Brookstone Capital Management $214 050 5 096 0,04% Acciones
Mission Hills Financial Advisory, LLC $212 142 5 051 0,04% Acciones
SPC Financial, Inc. $210 689 5 650 0,04% Acciones
Avidian Wealth Enterprises, LLC $203 700 4 850 0,04% Acciones
Trexquant Investment LP $203 532 4 846 0,04% Acciones
Clear Trail Advisors, LLC $203 220 4 839 0,04% Acciones
JOURNEY STRATEGIC WEALTH LLC $201 298 4 974 0,04% Acciones
PERRYMAN FINANCIAL ADVISORY INC /AD $201 018 4 786 0,04% Acciones
SIMPLEX TRADING, LLC $163 254 3 887 0,03% Acciones
Pinnacle Bancorp, Inc. $143 976 3 428 0,03% Acciones
AdvisorNet Financial, Inc $131 250 3 125 0,03% Acciones
FIFTH THIRD BANCORP $102 438 2 439 0,02% Acciones
Noble Wealth Management PBC $87 234 2 100 0,02% Acciones
Wealth Enhancement Trust Services, Inc. $84 000 2 000 0,02% Acciones
Aptus Capital Advisors, LLC $76 650 1 825 0,02% Acciones
Ancora Advisors LLC $67 368 1 604 0,01% Acciones
Global Retirement Partners, LLC $58 456 1 392 0,01% Acciones
MPWM ADVISORY SOLUTIONS, LLC $56 700 1 350 0,01% Acciones
Decker Retirement Planning Inc. $49 140 1 170 0,01% Acciones
Janney Montgomery Scott LLC $45 497 1 083 262 0,01% Acciones
IFP Advisors, Inc $45 444 1 082 0,01% Acciones
Allworth Financial LP $37 800 900 0,01% Acciones
PRIVATE TRUST CO NA $34 650 825 0,01% Acciones
PNC Financial Services Group, Inc. $33 600 800 0,01% Acciones
Triumph Capital Management $25 956 618 0,01% Acciones
Federation des caisses Desjardins du Quebec $19 866 473 0,00% Acciones
Ascentis Wealth Management, LLC $16 907 402 0,00% Acciones
JPL Wealth Management, LLC $16 380 390 0,00% Acciones
LANARK FINANCIAL, INC. $14 700 350 0,00% Acciones
Rockefeller Capital Management L.P. $12 600 300 0,00% Acciones
SWAN Capital LLC $12 141 300 0,00% Acciones
CWM, LLC $10 118 250 0,00% Acciones
ROTHSCHILD INVESTMENT LLC $8 400 200 0,00% Acciones
SALEM INVESTMENT COUNSELORS INC $8 400 200 0,00% Acciones
ASSETMARK, INC $5 754 137 0,00% Acciones
AE Wealth Management LLC $4 200 100 0,00% Acciones
SHP Wealth Management $3 750 89 0,00% Acciones
SIGNATUREFD, LLC $3 570 85 0,00% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2 954 73 0,00% Acciones
FARMERS & MERCHANTS INVESTMENTS INC $1 050 25 0,00% Acciones
CENTAURUS FINANCIAL, INC. $160 3 800 0,00% Acciones
TSFG, LLC $45 1 061 0,00% Acciones
Capital Analysts, LLC $18 423 0,00% Acciones
Roble, Belko & Company, Inc $10 244 0,00% Acciones