IVOV — Propietarios institucionales (13F)

180 declarantes · $734.6M 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
VANTAGEPOINT INVESTMENT ADVISERS LLC $126 039 023 1 104 927 17,16% Acciones
Mariner, LLC $97 880 038 858 070 13,32% Acciones
ROCKLAND TRUST CO $93 024 542 815 504 12,66% Acciones
TRUST POINT INC. $75 803 460 664 535 10,32% Acciones
MORGAN STANLEY $43 861 041 384 509 5,97% Acciones
BANK OF AMERICA CORP /DE/ $24 560 097 215 307 3,34% Acciones
RAYMOND JAMES FINANCIAL INC $24 191 326 212 075 3,29% Acciones
Stordahl Capital Management, Inc. $20 078 614 176 020 2,73% Acciones
Avior Wealth Management, LLC $18 397 971 161 287 2,50% Acciones
LPL Financial LLC $17 635 401 154 602 2,40% Acciones
Lutz Financial Services LLC $13 007 905 114 034 1,77% Acciones
UBS Group AG $12 253 399 107 420 1,67% Acciones
Aberdeen Wealth Management LLC $10 570 800 92 669 1,44% Acciones
BALANCED WEALTH GROUP LLC $10 156 322 89 036 1,38% Acciones
MidFirst Bank $9 645 987 84 562 1,31% Acciones
WELLS FARGO & COMPANY/MN $8 387 673 73 531 1,14% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $8 384 280 73 501 1,14% Acciones
Savant Capital, LLC $7 825 172 72 486 1,07% Acciones
HighTower Advisors, LLC $6 136 370 53 795 0,84% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6 027 127 52 837 0,82% Acciones
TRUIST FINANCIAL CORP $5 109 861 44 796 0,70% Acciones
Kestra Advisory Services, LLC $4 531 105 39 722 0,62% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4 200 819 37 120 0,57% Acciones
&PARTNERS $3 819 137 33 481 0,52% Acciones
EP Wealth Advisors, LLC $3 758 314 32 947 0,51% Acciones
Allworth Financial LP $3 730 525 32 704 0,51% Acciones
M1 Capital Management LLC $3 582 140 31 403 0,49% Acciones
JPMORGAN CHASE & CO $3 445 898 30 264 0,47% Acciones
ENVESTNET ASSET MANAGEMENT INC $3 298 538 28 917 0,45% Acciones
FRANKLIN RESOURCES INC $3 273 809 28 700 0,45% Acciones
Composition Wealth, LLC $2 819 626 24 718 0,38% Acciones
JONES FINANCIAL COMPANIES LLLP $2 253 595 19 782 0,31% Acciones
MONETA GROUP INVESTMENT ADVISORS LLC $2 052 462 17 993 0,28% Acciones
COMERICA BANK $1 853 736 18 352 0,25% Acciones
Cetera Investment Advisers $1 825 079 15 999 0,25% Acciones
Cornerstone Financial Management LLC $1 704 228 14 940 0,23% Acciones
AMERIPRISE FINANCIAL INC $1 537 570 13 479 0,21% Acciones
FIFTH THIRD BANCORP $1 511 770 13 253 0,21% Acciones
Fortitude Family Office, LLC $1 501 161 13 160 0,20% Acciones
Private Advisor Group, LLC $1 424 138 12 485 0,19% Acciones
SHUFRO ROSE & CO LLC $1 338 612 11 735 0,18% Acciones
OSAIC HOLDINGS, INC. $1 217 939 10 674 0,17% Acciones
AQR CAPITAL MANAGEMENT LLC $1 191 233 10 443 0,16% Acciones
KEYBANK NATIONAL ASSOCIATION/OH $1 162 032 10 187 0,16% Acciones
PFG Advisors $1 154 845 10 124 0,16% Acciones
Heritage Investment Group, Inc. $1 091 878 9 572 0,15% Acciones
AMERICAN FINANCIAL & TAX STRATEGIES INC $1 037 353 9 094 0,14% Acciones
Creative Planning $1 013 441 8 884 0,14% Acciones
D.A. DAVIDSON & CO. $952 370 8 349 0,13% Acciones
MML INVESTORS SERVICES, LLC $892 192 7 821 0,12% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $816 513 7 158 0,11% Acciones
Naviter Wealth, LLC $781 494 6 851 0,11% Acciones
CAPTRUST FINANCIAL ADVISORS $759 644 6 659 0,10% Acciones
ROYAL BANK OF CANADA $711 000 6 241 0,10% Acciones
Rodgers & Associates, LTD $668 906 5 864 0,09% Acciones
Goodman Financial Corp $660 760 5 793 0,09% Acciones
MOSAIC FAMILY WEALTH PARTNERS, LLC $639 853 5 609 0,09% Acciones
Merit Financial Group, LLC $636 967 5 584 0,09% Acciones
Corient Private Wealth LP $619 256 5 429 0,08% Acciones
Sovran Advisors, LLC $607 611 5 251 0,08% Acciones
Meridian Wealth Management, LLC $605 894 5 312 0,08% Acciones
HANOVER ADVISORS INC $568 639 4 985 0,08% Acciones
OFC FINANCIAL PLANNING, LLC $564 190 4 946 0,08% Acciones
HUNTINGTON NATIONAL BANK $558 373 4 895 0,08% Acciones
Bruce G. Allen Investments, LLC $558 226 4 894 0,08% Acciones
Trail Ridge Investment Advisors, LLC $557 346 4 886 0,08% Acciones
CIBC WORLD MARKET INC. $542 289 4 754 0,07% Acciones
TWO SIGMA INVESTMENTS, LP $513 315 4 500 0,07% Acciones
Atlas Brown,Inc. $503 505 4 414 0,07% Acciones
BHK Investment Advisors, LLC $501 908 4 400 0,07% Acciones
HARBOUR INVESTMENTS, INC. $500 767 4 390 0,07% Acciones
TopTier Wealth Management, LLC $493 425 4 326 0,07% Acciones
GHP Investment Advisors, Inc. $479 981 4 708 0,07% Acciones
Ifrah Financial Services, Inc. $470 612 4 126 0,06% Acciones
Summit Financial, LLC $457 660 4 012 0,06% Acciones
Valmark Advisers, Inc. $433 694 3 802 0,06% Acciones
AE Wealth Management LLC $428 447 3 756 0,06% Acciones
Hobart Private Capital, LLC $428 447 3 756 0,06% Acciones
Passive Capital Management, LLC. $406 666 4 026 0,06% Acciones
FMR LLC $404 485 3 546 0,06% Acciones
Wealthquest Corp $402 667 3 530 0,05% Acciones
AMG National Trust Bank $396 964 3 480 0,05% Acciones
Glenview Trust Co $368 902 3 234 0,05% Acciones
Arax Advisory Partners $367 534 3 222 0,05% Acciones
Wealthcare Advisory Partners LLC $359 099 3 148 0,05% Acciones
IHT Wealth Management, LLC $357 679 3 136 0,05% Acciones
Spire Wealth Management $355 670 3 118 0,05% Acciones
INSIGHT 2811, INC. $350 545 3 073 0,05% Acciones
Western Wealth Management, LLC $349 168 3 061 0,05% Acciones
CITIZENS FINANCIAL GROUP INC/RI $345 397 3 028 0,05% Acciones
LEVEL FOUR ADVISORY SERVICES, LLC $343 292 3 009 0,05% Acciones
StoneX Group Inc. $327 153 2 868 0,04% Acciones
NewEdge Advisors, LLC $326 696 2 864 0,04% Acciones
PHILLIPS FINANCIAL MANAGEMENT, LLC $326 240 2 860 0,04% Acciones
WealthCollab, LLC $320 283 2 808 0,04% Acciones
IFG Advisors, LLC $315 974 2 770 0,04% Acciones
U.S. Capital Wealth Advisors, LLC $303 811 2 980 0,04% Acciones
Veratis Advisors, Inc. $292 236 2 562 0,04% Acciones
BLAIR WILLIAM & CO/IL $282 778 2 479 0,04% Acciones
Keystone Financial Group $280 652 2 460 0,04% Acciones
Mutual Advisors, LLC $277 725 2 435 0,04% Acciones
SILVER OAK WEALTH ADVISORS SERVICES, LLC $257 203 2 255 0,04% Acciones
Compound Planning, Inc. $254 184 2 229 0,03% Acciones
PNC Financial Services Group, Inc. $254 148 2 228 0,03% Acciones
Octavia Wealth Advisors, LLC $252 779 2 216 0,03% Acciones
Texas Yale Capital Corp. $250 954 2 200 0,03% Acciones
Horizon Investment Services, LLC $247 988 2 174 0,03% Acciones
Argyle Capital Partners, LLC $247 874 2 173 0,03% Acciones
CHOREO, LLC $240 003 2 104 0,03% Acciones
JMG Financial Group, Ltd. $237 950 2 086 0,03% Acciones
Fifth Third Securities, Inc. $237 494 2 082 0,03% Acciones
Pinnacle Financial Partners, Inc. $233 860 2 050 0,03% Acciones
Genesis Financial Group, LLC $233 844 2 050 0,03% Acciones
Kingsview Wealth Management, LLC $226 315 1 984 0,03% Acciones
Cerity Partners LLC $220 524 1 933 0,03% Acciones
BCS Private Wealth Management, Inc. $220 155 1 930 0,03% Acciones
Jacobs Equity LLC $219 699 1 926 0,03% Acciones
BDFS Capital LLC $219 268 1 922 0,03% Acciones
Carnegie Lake Advisors LLC $217 874 1 910 0,03% Acciones
Redhawk Wealth Advisors, Inc. $217 359 1 905 0,03% Acciones
NORTHERN TRUST CORP $215 136 1 886 0,03% Acciones
CARY STREET PARTNERS FINANCIAL LLC $208 634 1 829 0,03% Acciones
Gotham Asset Management, LLC $206 695 1 812 0,03% Acciones
SYNOVUS FINANCIAL CORP $206 310 2 047 0,03% Acciones
Claris Financial LLC $203 900 2 000 0,03% Acciones
Rockbridge Investment Management, LCC $201 562 1 767 0,03% Acciones
MAI Capital Management $200 856 1 761 0,03% Acciones
CITIGROUP INC $182 512 1 600 0,02% Acciones
Parallel Advisors, LLC $157 531 1 381 0,02% Acciones
VANGUARD ADVISERS INC $157 090 1 541 0,02% Acciones
Salomon & Ludwin, LLC $126 466 1 114 0,02% Acciones
EverSource Wealth Advisors, LLC $123 652 1 084 0,02% Acciones
Rialto Wealth Management, LLC $120 801 1 059 0,02% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $115 815 1 136 0,02% Acciones
PlanVest Financial, Inc $94 906 832 0,01% Acciones
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA $94 792 831 0,01% Acciones
Founders Capital Management $87 834 770 0,01% Acciones
Archer Investment Corp $82 359 722 0,01% Acciones
Asset Dedication, LLC $80 306 704 0,01% Acciones
VSM Wealth Advisory, LLC $68 442 600 0,01% Acciones
Aptus Capital Advisors, LLC $67 644 593 0,01% Acciones
Pinnacle Bancorp, Inc. $65 248 572 0,01% Acciones
CROWLEY WEALTH MANAGEMENT, INC. $60 462 600 0,01% Acciones
AMERIFLEX GROUP, INC. $59 958 526 0,01% Acciones
Farther Finance Advisors, LLC $53 841 472 0,01% Acciones
PRIVATE TRUST CO NA $51 332 450 0,01% Acciones
Geneos Wealth Management Inc. $51 103 448 0,01% Acciones
NFSG Corp $50 647 444 0,01% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $49 620 435 0,01% Acciones
Steward Partners Investment Advisory, LLC $45 172 396 0,01% Acciones
Glass Jacobson Investment Advisors llc $44 984 394 0,01% Acciones
CWM, LLC $42 615 418 0,01% Acciones
Federation des caisses Desjardins du Quebec $37 415 328 0,01% Acciones
WPG Advisers, LLC $37 073 325 0,01% Acciones
Smartleaf Asset Management LLC $37 004 325 0,01% Acciones
Guardian Partners Inc. $35 590 312 0,00% Acciones
Global Retirement Partners, LLC $29 430 258 0,00% Acciones
Larson Financial Group LLC $25 149 220 0,00% Acciones
BOKF, NA $24 297 213 0,00% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $23 727 208 0,00% Acciones
ASSETMARK, INC $23 042 202 0,00% Acciones
Heritage Wealth Advisors $22 586 198 0,00% Acciones
Rockefeller Capital Management L.P. $21 673 190 0,00% Acciones
Institute for Wealth Management, LLC. $20 761 182 0,00% Acciones
BARTLETT & CO. WEALTH MANAGEMENT LLC $19 164 168 0,00% Acciones
Keating Financial Advisory Services, Inc. $18 479 162 0,00% Acciones
Anchor Investment Management, LLC $15 742 138 0,00% Acciones
NorthAvenue LLC $13 461 118 0,00% Acciones
First Bancorp, Inc /ME/ $11 407 100 0,00% Acciones
Christopher J. Hasenberg, Inc $8 210 86 0,00% Acciones
SYM FINANCIAL Corp $7 643 67 0,00% Acciones
Tower Research Capital LLC (TRC) $6 388 56 0,00% Acciones
EASTERN BANK $6 388 56 0,00% Acciones
SBI Securities Co., Ltd. $2 281 20 0,00% Acciones
Thrivent Financial for Lutherans $2 225 19 507 0,00% Acciones
SIGNATUREFD, LLC $1 597 14 0,00% Acciones
Accredited Wealth Management, LLC $1 008 1 735 0,00% Acciones
SOA Wealth Advisors, LLC. $913 8 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $457 4 007 0,00% Acciones
Hanson & Doremus Investment Management $172 1 504 0,00% Acciones