SHYM — Propietarios institucionales (13F)

159 declarantes · $462.3M 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
Orgel Wealth Management, LLC $182 886 909 8 146 410 39,56% Acciones
LPL Financial LLC $59 060 299 2 630 748 12,78% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $29 671 941 1 321 690 6,42% Acciones
OSAIC HOLDINGS, INC. $18 815 492 838 089 4,07% Acciones
ENVESTNET ASSET MANAGEMENT INC $17 111 350 762 198 3,70% Acciones
JPMORGAN CHASE & CO $9 328 139 415 599 2,02% Acciones
HighTower Advisors, LLC $8 338 126 371 409 1,80% Acciones
Quotient Wealth Partners, LLC $7 262 306 323 488 1,57% Acciones
Dynasty Wealth Management, LLC $7 128 097 317 510 1,54% Acciones
Trust Co $6 429 047 291 964 1,39% Acciones
Prentice Wealth Management LLC $5 546 228 247 048 1,20% Acciones
MML INVESTORS SERVICES, LLC $4 875 504 217 172 1,05% Acciones
FORTE ASSET MANAGEMENT LLC $4 006 123 178 446 0,87% Acciones
Evergreen Wealth Partners LLC $3 653 105 162 722 0,79% Acciones
Rialto Wealth Management, LLC $3 626 035 161 516 0,78% Acciones
IHT Wealth Management, LLC $3 525 105 157 020 0,76% Acciones
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $3 461 252 154 176 0,75% Acciones
Ashton Thomas Private Wealth, LLC $3 106 407 138 370 0,67% Acciones
Vertex Planning Partners, LLC $3 051 471 135 923 0,66% Acciones
Cetera Investment Advisers $2 419 195 107 759 0,52% Acciones
FourThought Financial Partners, LLC $2 384 889 106 231 0,52% Acciones
TRUIST FINANCIAL CORP $2 361 091 105 171 0,51% Acciones
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2 163 072 96 618 0,47% Acciones
DeLarme Wealth Management, Inc. $2 158 208 96 134 0,47% Acciones
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1 988 549 88 577 0,43% Acciones
Legacy Advisory Services, LLC $1 800 490 80 200 0,39% Acciones
Ausdal Financial Partners, Inc. $1 773 349 78 991 0,38% Acciones
Private Advisor Group, LLC $1 735 943 77 325 0,38% Acciones
Aspen Wealth Management LLC $1 683 911 75 007 0,36% Acciones
H D Vest Advisory Services $1 603 331 71 866 0,35% Acciones
WCG Wealth Advisors LLC $1 569 861 69 927 0,34% Acciones
Keebeck Wealth Management $1 535 715 68 406 0,33% Acciones
SK Wealth Management, LLC $1 425 849 64 431 0,31% Acciones
Elequin Capital, LP $1 416 528 63 097 0,31% Acciones
COFG Advisors, LLC $1 329 399 59 216 0,29% Acciones
Ellis Investment Partners, LLC $1 223 248 54 487 0,26% Acciones
Vestmark Advisory Solutions, Inc. $1 210 998 53 942 0,26% Acciones
DIVERSIFY WEALTH MANAGEMENT, LLC $1 185 504 53 449 0,26% Acciones
Diversify Advisory Services, LLC $1 185 504 53 449 0,26% Acciones
Joseph Group Capital Management $1 184 821 52 776 0,26% Acciones
MBA Advisors LLC $1 163 471 51 825 0,25% Acciones
Stratos Wealth Partners, LTD. $1 124 303 50 080 0,24% Acciones
Envestnet Portfolio Solutions, Inc. $1 117 673 49 785 0,24% Acciones
Wealth Advisors of Tampa Bay, LLC $1 010 250 45 000 0,22% Acciones
World Investment Advisors $999 474 44 520 0,22% Acciones
Indivisible Partners $990 292 44 111 0,21% Acciones
Tolleson Wealth Management, Inc. $965 911 43 025 0,21% Acciones
Financial Engines Advisors L.L.C. $962 095 42 855 0,21% Acciones
Objective Capital Management, LLC $938 331 41 796 0,20% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $923 996 41 342 0,20% Acciones
NewEdge Advisors, LLC $847 065 37 732 0,18% Acciones
Legacy Edge Advisors, LLC $840 483 37 438 0,18% Acciones
Beacon Pointe Advisors, LLC $818 355 36 452 0,18% Acciones
Orion Porfolio Solutions, LLC $761 594 33 924 0,16% Acciones
Marietta Wealth Management, LLC $759 641 33 837 0,16% Acciones
ShoreHaven Wealth Partners, LLC $758 664 33 794 0,16% Acciones
Advisory Resource Group $726 707 32 370 0,16% Acciones
Tortuga Wealth Management, Inc $698 008 31 092 0,15% Acciones
JANE STREET GROUP, LLC $697 566 31 072 0,15% Acciones
BETO FINANCIAL GROUP, LLC $689 323 30 953 0,15% Acciones
Per Stirling Capital Management, LLC. $677 429 30 175 0,15% Acciones
Creative Planning $660 501 29 421 0,14% Acciones
Kestra Advisory Services, LLC $648 271 28 876 0,14% Acciones
Beta Wealth Group, Inc. $646 782 28 810 0,14% Acciones
&PARTNERS $644 172 28 694 0,14% Acciones
Weitzel Financial Services, Inc. $634 383 28 327 0,14% Acciones
OLD MISSION CAPITAL LLC $618 250 27 539 0,13% Acciones
Destiny Wealth Partners, LLC $614 910 27 780 0,13% Acciones
FOCUSED ALPHA, LLC $599 618 26 709 0,13% Acciones
Summit Financial, LLC $582 699 25 955 0,13% Acciones
RFG Advisory, LLC $579 188 25 799 0,13% Acciones
Apollon Wealth Management, LLC $566 481 25 233 0,12% Acciones
Atria Wealth Solutions, Inc. $532 584 23 872 0,12% Acciones
Kuhn & Co Investment Counsel $532 514 23 720 0,12% Acciones
Orion Portfolio Solutions, LLC $518 848 22 887 0,11% Acciones
RETIREMENT PLANNING GROUP, LLC / NY $518 088 23 077 0,11% Acciones
Sovereign Financial Group, Inc. $504 945 22 492 0,11% Acciones
KESTRA PRIVATE WEALTH SERVICES, LLC $492 810 21 951 0,11% Acciones
SAGESPRING WEALTH PARTNERS, LLC $482 594 21 496 0,10% Acciones
Private Wealth Asset Management, LLC $482 002 21 470 0,10% Acciones
Krasney Financial LLC $472 713 21 467 0,10% Acciones
Sowell Financial Services LLC $468 672 20 876 0,10% Acciones
Ameritas Advisory Services, LLC $466 558 20 782 0,10% Acciones
Premier Path Wealth Partners, LLC $465 770 20 747 0,10% Acciones
Horizon Wealth Management, LLC $453 134 20 184 0,10% Acciones
Dynamic Advisor Solutions LLC $446 196 19 875 0,10% Acciones
Veracity Capital LLC $444 532 19 801 0,10% Acciones
FLAGSHIP HARBOR ADVISORS, LLC $442 596 19 715 0,10% Acciones
Serenity Investment Advisors $442 389 19 995 0,10% Acciones
Advyzon Investment Management, LLC $417 480 18 596 0,09% Acciones
Tower Research Capital LLC (TRC) $399 745 17 806 0,09% Acciones
Bedel Financial Consulting, Inc. $387 090 17 242 0,08% Acciones
Cornerstone Wealth Management, LLC $378 605 16 864 0,08% Acciones
Equitable Holdings, Inc. $356 032 15 859 0,08% Acciones
ARQ WEALTH ADVISORS, LLC $355 360 16 000 0,08% Acciones
PERSPECTIVE WEALTH ADVISORS LLC $349 255 15 557 0,08% Acciones
Camarda Financial Advisors, LLC $340 388 15 162 0,07% Acciones
Advisory Services Network, LLC $329 821 14 691 0,07% Acciones
AXXCESS WEALTH MANAGEMENT, LLC $329 806 14 691 0,07% Acciones
Capital Asset Advisory Services LLC $329 806 14 691 0,07% Acciones
Brookwood Investment Group LLC $320 608 14 281 0,07% Acciones
ALTERNA WEALTH MANAGEMENT, INC $318 027 14 166 0,07% Acciones
PRINCIPAL SECURITIES, INC. $316 829 14 113 0,07% Acciones
Arrowroot Family Office, LLC $316 208 14 085 0,07% Acciones
Parallel Advisors, LLC $314 344 14 001 0,07% Acciones
Integrated Wealth Concepts LLC $309 523 13 787 0,07% Acciones
Vawter Financial, Ltd. $308 822 13 756 0,07% Acciones
CASTLE WEALTH MANAGEMENT LLC $304 534 13 565 0,07% Acciones
HARBOUR INVESTMENTS, INC. $302 738 13 485 0,07% Acciones
SIGNATUREFD, LLC $300 830 13 400 0,07% Acciones
Vision Retirement, LLC $289 745 12 906 0,06% Acciones
Bowman & Co S.C. $287 749 12 950 0,06% Acciones
FIDUCIARY FINANCIAL ADVISORS $276 424 12 313 0,06% Acciones
Wealthcare Advisory Partners LLC $271 221 12 081 0,06% Acciones
Alpha Financial Partners LLC $257 429 11 467 0,06% Acciones
M Wealth Management, LLC $251 440 11 200 0,05% Acciones
NewEdge Wealth, LLC $250 991 11 180 0,05% Acciones
WealthCare Investment Partners, LLC $239 925 10 687 0,05% Acciones
CARY STREET PARTNERS FINANCIAL LLC $226 072 10 070 0,05% Acciones
DIVERSIFIED TRUST CO $224 500 10 000 0,05% Acciones
Mutual Advisors, LLC $223 901 9 973 0,05% Acciones
Triad Wealth Partners, LLC $213 276 9 668 0,05% Acciones
Perigon Wealth Management, LLC $209 436 9 329 0,05% Acciones
Dorsey & Whitney Trust CO LLC $208 291 9 278 0,05% Acciones
JFS WEALTH ADVISORS, LLC $195 296 8 869 0,04% Acciones
AMERIFLEX GROUP, INC. $193 766 8 631 0,04% Acciones
IFP Advisors, Inc $181 665 8 092 0,04% Acciones
PRIVATE TRUST CO NA $168 016 7 484 0,04% Acciones
Kings Path Partners LLC $156 014 6 949 0,03% Acciones
N.E.W. Advisory Services LLC $152 301 6 784 0,03% Acciones
Farther Finance Advisors, LLC $141 910 6 321 0,03% Acciones
Atlantic Edge Private Wealth Management, LLC $112 250 5 000 0,02% Acciones
COMERICA BANK $93 568 4 211 0,02% Acciones
AE Wealth Management LLC $91 479 4 075 0,02% Acciones
FIFTH THIRD BANCORP $87 510 3 898 0,02% Acciones
JONES FINANCIAL COMPANIES LLLP $77 461 3 455 0,02% Acciones
GGM Financial LLC $76 779 3 420 0,02% Acciones
Sunbelt Securities, Inc. $75 715 3 438 0,02% Acciones
BlackRock, Inc. $62 164 2 769 0,01% Acciones
Signature Equity Partners, LLC $57 517 2 562 0,01% Acciones
Steward Partners Investment Advisory, LLC $55 016 2 451 0,01% Acciones
Allworth Financial LP $46 056 2 051 0,01% Acciones
Litman Gregory Wealth Management LLC $24 694 1 111 0,01% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $23 121 1 050 0,01% Acciones
Spire Wealth Management $18 701 833 0,00% Acciones
Wilkerson Advisory Group LLC $13 470 600 0,00% Acciones
Aptus Capital Advisors, LLC $7 027 313 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $4 383 195 227 0,00% Acciones
Portfolio Resources Advisor Group, Inc. $3 143 140 0,00% Acciones
Capital Analysts, LLC $3 098 137 977 0,00% Acciones
Janney Montgomery Scott LLC $2 357 105 010 0,00% Acciones
Golden State Wealth Management, LLC $2 290 102 0,00% Acciones
CWM, LLC $1 497 68 0,00% Acciones
PARK AVENUE SECURITIES LLC $1 089 48 492 0,00% Acciones
Imprint Wealth LLC $898 40 0,00% Acciones
HRT FINANCIAL LP $371 16 537 0,00% Acciones
TSFG, LLC $62 2 750 0,00% Acciones
MORGAN STANLEY $33 1 0,00% Acciones
WELLS FARGO & COMPANY/MN $7 0 0,00% Acciones