ISMD — Propietarios institucionales (13F)

111 declarantes · $238.3M 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
Inspire Advisors, LLC $78 920 986 1 579 201 33,12% Acciones
OneAscent Financial Services LLC $39 686 814 793 784 16,66% Acciones
Christian Investment Advisors, Inc. $16 822 842 336 477 7,06% Acciones
LPL Financial LLC $13 117 674 262 369 5,51% Acciones
PAX Financial Group, LLC $10 039 204 200 796 4,21% Acciones
Inspire Investing, LLC $7 588 488 189 855 3,18% Acciones
Sound Financial Strategies Group, LLC $3 921 265 78 430 1,65% Acciones
SILVER OAK SECURITIES, INCORPORATED $3 543 038 70 865 1,49% Acciones
AlphaStar Capital Management, LLC $3 536 572 70 736 1,48% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3 316 148 67 415 1,39% Acciones
GOLDMAN SACHS GROUP INC $3 223 557 64 475 1,35% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $2 552 191 51 047 1,07% Acciones
GTS SECURITIES LLC $2 285 713 45 717 0,96% Acciones
TWO SIGMA INVESTMENTS, LP $2 139 872 42 800 0,90% Acciones
UBS Group AG $2 080 925 41 621 0,87% Acciones
Simplicity Wealth,LLC $2 046 681 40 936 0,86% Acciones
Cetera Investment Advisers $1 852 080 37 044 0,78% Acciones
EverSource Wealth Advisors, LLC $1 842 718 36 857 0,77% Acciones
WorthPointe, LLC $1 754 869 35 099 0,74% Acciones
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1 739 111 34 824 0,73% Acciones
CITADEL ADVISORS LLC $1 645 401 32 910 0,69% Acciones
Chevy Chase Trust Holdings, LLC $1 566 500 31 330 0,66% Acciones
LVZ, Inc. $1 432 238 28 646 0,60% Acciones
Focus Partners Advisor Solutions, LLC $1 394 943 27 900 0,59% Acciones
Bare Financial Services, Inc $1 377 467 27 551 0,58% Acciones
Cornerstone Financial Management LLC $1 173 021 23 462 0,49% Acciones
AE Wealth Management LLC $1 118 327 22 368 0,47% Acciones
JONES FINANCIAL COMPANIES LLLP $1 010 183 20 432 0,42% Acciones
Financial Advisory Corp $984 764 19 696 0,41% Acciones
Koss-Olinger Consulting, LLC $949 343 18 988 0,40% Acciones
TRUST POINT INC. $947 543 18 952 0,40% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $928 890 18 579 0,39% Acciones
FAMILY WEALTH PARTNERS, LLC $842 518 21 079 0,35% Acciones
Providence Financial Advisors, LLC $834 666 16 694 0,35% Acciones
IFP Advisors, Inc $767 454 15 350 0,32% Acciones
RMG Wealth Management LLC $746 102 14 836 0,31% Acciones
CWM, LLC $739 205 18 494 0,31% Acciones
Keel Point, LLC $716 507 14 331 0,30% Acciones
Sterling Investment Advisors, Ltd. $714 957 14 300 0,30% Acciones
RAYMOND JAMES FINANCIAL INC $710 579 14 212 0,30% Acciones
CAPTRUST FINANCIAL ADVISORS $694 820 13 897 0,29% Acciones
Pinnacle Financial Partners, Inc. $685 059 13 702 0,29% Acciones
Faithward Advisors, LLC $662 584 13 252 0,28% Acciones
Farther Finance Advisors, LLC $659 510 13 191 0,28% Acciones
Revisor Wealth Management LLC $576 980 11 489 0,24% Acciones
HARBOUR INVESTMENTS, INC. $573 074 11 462 0,24% Acciones
OSAIC HOLDINGS, INC. $555 973 11 113 0,23% Acciones
Sanctuary Advisors, LLC $545 496 10 911 0,23% Acciones
Frontier Asset Management, LLC $540 375 10 808 0,23% Acciones
ENVESTNET ASSET MANAGEMENT INC $496 988 9 940 0,21% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495 070 9 902 0,21% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $462 185 9 244 0,19% Acciones
Whitaker-Myers Wealth Managers, LTD. $456 306 9 127 0,19% Acciones
Focus Financial Network, Inc. $414 367 8 251 0,17% Acciones
ROYAL BANK OF CANADA $388 000 7 751 0,16% Acciones
H D Vest Advisory Services $376 073 10 585 0,16% Acciones
Gateway Wealth Partners, LLC $352 168 7 044 0,15% Acciones
LaSalle St. Investment Advisors, LLC $332 882 6 658 0,14% Acciones
MML INVESTORS SERVICES, LLC $324 144 6 483 0,14% Acciones
Gambit Capital Management, LLC $317 181 6 344 0,13% Acciones
Waverly Advisors, LLC $303 382 6 068 0,13% Acciones
LITTLEJOHN FINANCIAL SERVICES, INC. $299 632 5 993 0,13% Acciones
Hilltop Holdings Inc. $269 234 5 385 0,11% Acciones
Legacy Wealth Asset Management, LLC $267 484 5 350 0,11% Acciones
PFG Advisors $266 484 5 330 0,11% Acciones
Harvest Investment Services, LLC $252 385 5 048 0,11% Acciones
Larry Mathis Financial Planning, LLC $250 535 5 011 0,11% Acciones
BENJAMIN EDWARDS INC $233 784 4 676 0,10% Acciones
CreativeOne Wealth, LLC $226 051 4 522 0,09% Acciones
LifeWealth Investments, LLC $220 587 4 412 0,09% Acciones
AQR CAPITAL MANAGEMENT LLC $220 287 4 406 0,09% Acciones
Merit Financial Group, LLC $218 547 4 371 0,09% Acciones
Crossmark Global Holdings, Inc. $215 941 4 324 0,09% Acciones
AdvisorNet Financial, Inc $215 737 4 315 0,09% Acciones
Cornerstone Planning Group LLC $207 608 4 207 0,09% Acciones
MCF Advisors LLC $207 099 4 129 0,09% Acciones
COURIER CAPITAL LLC $206 388 4 128 0,09% Acciones
JOHNSON INVESTMENT COUNSEL INC $201 787 4 036 0,08% Acciones
Arax Advisory Partners $200 186 4 004 0,08% Acciones
Geneos Wealth Management Inc. $200 000 4 000 0,08% Acciones
MORGAN STANLEY $129 761 2 595 0,05% Acciones
Fairman Group, LLC $128 096 2 551 0,05% Acciones
HOWE & RUSLING INC $112 144 2 243 0,05% Acciones
Ameritas Advisory Services, LLC $106 402 2 128 0,04% Acciones
Aptus Capital Advisors, LLC $80 695 1 614 0,03% Acciones
Continuum Advisory, LLC $74 546 1 491 0,03% Acciones
Steward Partners Investment Advisory, LLC $66 546 1 331 0,03% Acciones
CoreCap Advisors, LLC $64 246 1 285 0,03% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47 247 945 0,02% Acciones
Blue Trust, Inc. $43 197 864 0,02% Acciones
OLIVER LAGORE VANVALIN INVESTMENT GROUP $37 938 1 112 0,02% Acciones
PRIVATE TRUST CO NA $31 248 625 0,01% Acciones
PEOPLES FINANCIAL SERVICES CORP. $23 495 470 0,01% Acciones
IFG Advisory, LLC $19 298 386 0,01% Acciones
TRUST CO OF TOLEDO NA /OH/ $18 499 370 0,01% Acciones
Values First Advisors, Inc. $15 449 309 0,01% Acciones
Noble Wealth Management PBC $13 905 300 0,01% Acciones
Winch Advisory Services, LLC $11 876 238 0,00% Acciones
WELLS FARGO & COMPANY/MN $10 500 210 0,00% Acciones
Institute for Wealth Management, LLC. $10 416 208 0,00% Acciones
StrongBox Wealth, LLC $9 899 198 0,00% Acciones
FMR LLC $9 462 189 0,00% Acciones
Keating Financial Advisory Services, Inc. $9 099 182 0,00% Acciones
IAG Wealth Partners, LLC $3 150 63 0,00% Acciones
Ameritas Investment Partners, Inc. $2 733 55 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $953 19 070 0,00% Acciones
Allworth Financial LP $500 10 0,00% Acciones
Q3 Asset Management $414 8 283 0,00% Acciones
Betterment LLC $214 4 280 0,00% Acciones
JPMORGAN CHASE & CO $11 0 0,00% Acciones
CX Institutional $7 148 0,00% Acciones