PMBS — Propietarios institucionales (13F)

113 declarantes · $1.3B 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
Allianz Asset Management GmbH $481 229 827 9 745 440 38,17% Acciones
Orgel Wealth Management, LLC $240 490 353 4 870 198 19,08% Acciones
CWM, LLC $62 785 084 1 265 828 4,98% Acciones
Advocacy Wealth Management, LLC $53 811 439 1 089 742 4,27% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49 376 347 1 007 989 3,92% Acciones
LPL Financial LLC $40 179 244 813 674 3,19% Acciones
Avidian Wealth Enterprises, LLC $36 323 204 735 585 2,88% Acciones
OneDigital Investment Advisors LLC $35 008 402 708 959 2,78% Acciones
McNamara Financial Services, Inc. $22 800 721 461 740 1,81% Acciones
Focus Partners Wealth $20 465 030 414 439 1,62% Acciones
NewEdge Advisors, LLC $19 148 543 387 779 1,52% Acciones
ENVESTNET ASSET MANAGEMENT INC $15 285 554 309 549 1,21% Acciones
Horizon Investments, LLC $14 820 854 302 343 1,18% Acciones
Alliance Private Wealth, LLC $13 340 739 270 165 1,06% Acciones
Integrated Wealth Concepts LLC $12 660 184 256 383 1,00% Acciones
Spectrum Investment Advisors, Inc. $12 387 269 250 856 0,98% Acciones
Cresta Advisors, Ltd. $8 483 252 171 795 0,67% Acciones
RAYMOND JAMES FINANCIAL INC $7 626 353 154 442 0,60% Acciones
RFG Advisory, LLC $7 257 083 146 964 0,58% Acciones
Cetera Investment Advisers $7 023 977 142 244 0,56% Acciones
Econ Financial Services Corp $6 046 976 122 458 0,48% Acciones
Essex Financial Services, Inc. $5 795 599 117 367 0,46% Acciones
CreativeOne Wealth, LLC $5 730 767 116 054 0,45% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $5 117 750 103 640 0,41% Acciones
True Wealth Design, LLC $4 862 400 98 469 0,39% Acciones
PAX Financial Group, LLC $3 996 521 80 934 0,32% Acciones
Krilogy Financial LLC $3 687 740 74 681 0,29% Acciones
HOLLENCREST CAPITAL MANAGEMENT $3 605 382 73 013 0,29% Acciones
BNP PARIBAS FINANCIAL MARKETS $3 482 475 70 524 0,28% Acciones
&PARTNERS $3 405 456 69 139 0,27% Acciones
AVITY INVESTMENT MANAGEMENT INC. $3 322 286 67 280 0,26% Acciones
GeoWealth Management, LLC $3 292 873 66 684 0,26% Acciones
Trek Financial, LLC $3 172 221 64 241 0,25% Acciones
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3 098 002 62 738 0,25% Acciones
OSAIC HOLDINGS, INC. $2 619 994 53 058 0,21% Acciones
BANK OF MONTREAL /CAN/ $2 609 366 52 843 0,21% Acciones
Smith Partners Wealth Management, LLC $2 095 097 42 428 0,17% Acciones
GOLDMAN SACHS GROUP INC $1 940 041 39 288 0,15% Acciones
JANE STREET GROUP, LLC $1 866 910 37 807 0,15% Acciones
TBH Global Asset Management, LLC $1 797 475 36 401 0,14% Acciones
Financial Synergies Wealth Advisors, Inc. $1 702 228 34 472 0,14% Acciones
BAM Wealth Management, LLC $1 567 321 31 740 0,12% Acciones
Security Financial Services, INC. $1 345 951 27 257 0,11% Acciones
DAVENPORT & Co LLC $1 213 267 24 570 0,10% Acciones
Mariner, LLC $1 081 422 21 900 0,09% Acciones
Wealthspire Advisors, LLC $1 080 507 21 881 0,09% Acciones
Barnes Wealth Management Group, Inc $1 045 868 21 180 0,08% Acciones
Kestra Advisory Services, LLC $959 924 19 440 0,08% Acciones
Envestnet Portfolio Solutions, Inc. $930 171 18 837 0,07% Acciones
Wealth Advisors of Iowa, LLC $814 770 16 500 0,06% Acciones
Williams & Novak, LLC $781 290 15 822 0,06% Acciones
Tranquilli Financial Advisor LLC $735 762 14 900 0,06% Acciones
WCG Wealth Advisors LLC $660 119 13 368 0,05% Acciones
MILESTONE ASSET MANAGEMENT, LLC $637 249 12 905 0,05% Acciones
Weaver Consulting Group $627 719 12 712 0,05% Acciones
SFG Wealth Management, LLC. $610 236 12 358 0,05% Acciones
Mutual Advisors, LLC $540 201 10 940 0,04% Acciones
WealthCare Investment Partners, LLC $519 249 10 515 0,04% Acciones
TRUIST FINANCIAL CORP $484 122 9 804 0,04% Acciones
Emissary Wealth LLC $482 838 9 778 0,04% Acciones
Farther Finance Advisors, LLC $469 867 9 515 0,04% Acciones
Fortis Group Advisors, LLC $459 333 9 302 0,04% Acciones
SECURITY NATIONAL BANK OF SO DAK $443 679 8 985 0,04% Acciones
Composition Wealth, LLC $442 280 8 957 0,04% Acciones
Sierra Capital LLC $424 523 8 597 0,03% Acciones
Walkner Condon Financial Advisors LLC $420 718 8 520 0,03% Acciones
Vickerman Investment Advisors, Inc. $406 299 8 228 0,03% Acciones
HUNTINGTON NATIONAL BANK $400 967 8 120 0,03% Acciones
Blue Oak Capital, LLC $399 218 8 139 0,03% Acciones
AXXCESS WEALTH MANAGEMENT, LLC $383 485 7 766 0,03% Acciones
SCHMIDT P J INVESTMENT MANAGEMENT INC $381 917 7 734 0,03% Acciones
CITADEL ADVISORS LLC $368 474 7 462 0,03% Acciones
GatePass Capital, LLC $362 499 7 341 0,03% Acciones
Signal Advisors Wealth, LLC $360 312 7 297 0,03% Acciones
STUDIO INVESTMENT MANAGEMENT LLC $358 449 7 259 0,03% Acciones
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $339 241 6 870 0,03% Acciones
Retirement Planning Group, LLC $304 378 6 164 0,02% Acciones
Essex Bank $302 895 6 134 0,02% Acciones
FOUNDERS FINANCIAL SECURITIES LLC $302 848 6 133 0,02% Acciones
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV $296 280 6 000 0,02% Acciones
LiftPoint Family Wealth Advisors LLC $294 305 5 960 0,02% Acciones
TD Capital Management LLC $288 208 5 837 0,02% Acciones
Western Wealth Management, LLC $265 813 5 383 0,02% Acciones
Triad Wealth Partners, LLC $249 613 5 157 0,02% Acciones
UNITED CAPITAL FINANCIAL ADVISORS, LLC $230 012 4 658 0,02% Acciones
Bison Wealth, LLC $229 816 4 663 0,02% Acciones
DONALDSON CAPITAL MANAGEMENT, LLC $225 025 4 557 0,02% Acciones
Advyzon Investment Management, LLC $223 148 4 519 0,02% Acciones
Bluespring Wealth Management, LLC $222 210 4 500 0,02% Acciones
Equitable Holdings, Inc. $217 371 4 402 0,02% Acciones
FIDUCIARY FINANCIAL ADVISORS $208 087 4 214 0,02% Acciones
FIFTH THIRD BANCORP $112 735 2 283 0,01% Acciones
Ritter Daniher Financial Advisory LLC / DE $111 105 2 250 0,01% Acciones
PRIVATE TRUST CO NA $57 775 1 170 0,00% Acciones
Ameritas Advisory Services, LLC $53 178 1 077 0,00% Acciones
MORGAN STANLEY $51 108 1 035 0,00% Acciones
Cornerstone Planning Group LLC $27 825 572 0,00% Acciones
IFP Advisors, Inc $27 159 550 0,00% Acciones
Capital Investment Advisory Services, LLC $20 740 420 0,00% Acciones
JONES FINANCIAL COMPANIES LLLP $12 099 244 0,00% Acciones
FOSTER & MOTLEY INC $9 946 201 422 0,00% Acciones
SYM FINANCIAL Corp $8 197 166 0,00% Acciones
Strategic Wealth Partners, Ltd. $6 864 139 0,00% Acciones
Wayfinding Financial, LLC $4 311 87 314 0,00% Acciones
Register Financial Advisors LLC $4 148 84 0,00% Acciones
JPMORGAN CHASE & CO $3 671 74 0,00% Acciones
UBS Group AG $3 407 69 0,00% Acciones
AE Wealth Management LLC $3 259 66 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $3 031 61 376 0,00% Acciones
Rockefeller Capital Management L.P. $1 580 32 0,00% Acciones
AllSquare Wealth Management LLC $795 16 0,00% Acciones
MOSAIC FINANCIAL GROUP, LLC $225 4 560 0,00% Acciones
Motiv8 Investments LLC $15 295 0,00% Acciones