ZJUL — Propietarios institucionales (13F)

101 declarantes · $79.0M 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
COMMONWEALTH EQUITY SERVICES, LLC $6 807 060 227 129 8,62% Acciones
OSAIC HOLDINGS, INC. $4 198 442 140 089 5,32% Acciones
CANANDAIGUA NATIONAL BANK & TRUST CO $3 910 801 129 266 4,95% Acciones
CANANDAIGUA NATIONAL CORP $3 355 847 115 441 4,25% Acciones
HighTower Advisors, LLC $3 331 615 111 165 4,22% Acciones
Cetera Investment Advisers $3 262 115 108 846 4,13% Acciones
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2 421 764 80 048 3,07% Acciones
RAYMOND JAMES FINANCIAL INC $2 193 475 73 189 2,78% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 103 205 70 177 2,66% Acciones
CAPTRUST FINANCIAL ADVISORS $1 962 496 65 482 2,49% Acciones
Signal Advisors Wealth, LLC $1 570 147 51 899 1,99% Acciones
Stratos Wealth Advisors, LLC $1 551 757 51 777 1,97% Acciones
Concurrent Investment Advisors, LLC $1 516 884 50 138 1,92% Acciones
LPL Financial LLC $1 318 230 43 985 1,67% Acciones
Triad Wealth Partners, LLC $1 315 810 43 492 1,67% Acciones
Trek Financial, LLC $1 304 025 43 511 1,65% Acciones
Brookstone Capital Management $1 301 614 43 023 1,65% Acciones
Kestra Advisory Services, LLC $1 252 446 41 790 1,59% Acciones
Diligent Investors, LLC $1 244 555 41 137 1,58% Acciones
Lord & Richards Wealth Management, LLC $1 234 451 40 803 1,56% Acciones
Cypress Wealth Services, LLC $1 212 754 39 867 1,54% Acciones
Archer Investment Corp $1 194 870 39 869 1,51% Acciones
KFG WEALTH MANAGEMENT, LLC $1 183 593 39 122 1,50% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 035 703 34 079 1,31% Acciones
GILL CAPITAL PARTNERS, LLC $1 029 117 34 016 1,30% Acciones
AdvisorNet Financial, Inc $975 576 32 123 1,24% Acciones
IMG Wealth Management, Inc. $909 009 30 046 1,15% Acciones
Carmel Capital Partners, LLC $770 229 25 700 0,98% Acciones
CENTRAL VALLEY ADVISORS, LLC $733 748 24 253 0,93% Acciones
TRUIST FINANCIAL CORP $721 887 24 087 0,91% Acciones
Lineweaver Wealth Advisors, LLC $692 572 22 892 0,88% Acciones
KELLY FINANCIAL GROUP LLC $639 991 21 154 0,81% Acciones
Continuum Advisory, LLC $625 174 20 860 0,79% Acciones
Waverly Advisors, LLC $615 494 20 537 0,78% Acciones
NewEdge Advisors, LLC $610 669 20 376 0,77% Acciones
BROWN WEALTH MANAGEMENT, LLC $605 441 20 012 0,77% Acciones
BRASS TAX WEALTH MANAGEMENT, INC $603 531 21 007 0,76% Acciones
Farther Finance Advisors, LLC $603 111 19 935 0,76% Acciones
Main Street Financial Solutions, LLC $584 115 19 490 0,74% Acciones
Encompass More Asset Management $562 117 18 580 0,71% Acciones
Geneos Wealth Management Inc. $558 941 18 650 0,71% Acciones
FC Advisory LLC $540 704 17 872 0,68% Acciones
Kingsview Wealth Management, LLC $519 320 17 328 0,66% Acciones
Aegis Wealth Management, Inc. $481 067 15 901 0,61% Acciones
Mutual Advisors, LLC $467 052 15 584 0,59% Acciones
ENVESTNET ASSET MANAGEMENT INC $456 143 15 220 0,58% Acciones
Allworth Financial LP $449 101 14 985 0,57% Acciones
Collaborative Wealth Managment Inc. $441 248 14 723 0,56% Acciones
JIM SAULNIER & ASSOCIATES, LLC $434 415 14 495 0,55% Acciones
Reliant Wealth Planning $430 549 14 366 0,55% Acciones
Tradition Wealth Management, LLC $428 062 14 283 0,54% Acciones
INDEPENDENT FINANCIAL GROUP, LLC $387 129 12 796 0,49% Acciones
Advisory Services Network, LLC $378 461 12 628 0,48% Acciones
AssuredPartners Investment Advisors, LLC $375 254 12 521 0,48% Acciones
Glen Eagle Advisors, LLC $374 175 12 485 0,47% Acciones
NorthRock Partners, LLC $365 244 12 187 0,46% Acciones
RIVERCHASE WEALTH MANAGEMENT, LLC $357 123 11 916 0,45% Acciones
Souders Financial Advisors $350 469 11 694 0,44% Acciones
HARBOUR INVESTMENTS, INC. $348 341 11 623 0,44% Acciones
Chicago Partners Investment Group LLC $346 536 11 418 0,44% Acciones
INTEGRITY ALLIANCE, LLC. $340 100 11 348 0,43% Acciones
BECK CAPITAL MANAGEMENT, LLC $309 110 10 314 0,39% Acciones
CreativeOne Wealth, LLC $308 901 10 307 0,39% Acciones
Cerity Partners LLC $306 713 10 234 0,39% Acciones
Three Seasons Wealth, LLC $303 177 10 116 0,38% Acciones
GWN SECURITIES INC. $302 353 10 089 0,38% Acciones
Caliber Wealth Management, LLC / KS $294 096 9 813 0,37% Acciones
SYON CAPITAL LLC $290 709 9 700 0,37% Acciones
Orion Portfolio Solutions, LLC $272 921 10 195 0,35% Acciones
Insight Wealth Partners, LLC $271 499 8 974 0,34% Acciones
Jessup Wealth Management, Inc $269 048 8 893 0,34% Acciones
Soltis Investment Advisors LLC $265 466 8 858 0,34% Acciones
Creative Planning $259 480 8 658 0,33% Acciones
VICTORY FINANCIAL GROUP, LLC $259 457 8 576 0,33% Acciones
SageView Advisory Group, LLC $257 143 8 580 0,33% Acciones
Code Waechter LLC $253 709 8 386 0,32% Acciones
EVOLUTION WEALTH MANAGEMENT INC. $253 247 8 450 0,32% Acciones
Maia Wealth LLC $245 057 8 100 0,31% Acciones
MML INVESTORS SERVICES, LLC $239 640 7 996 0,30% Acciones
Steward Partners Investment Advisory, LLC $233 886 7 804 0,30% Acciones
CoreCap Advisors, LLC $233 863 7 730 0,30% Acciones
Allegiance Financial Group Advisory Services LLC $230 230 7 682 0,29% Acciones
Dynamic Advisor Solutions LLC $228 999 7 569 0,29% Acciones
Prasad Wealth Partners, LLC $206 044 6 875 0,26% Acciones
J.W. COLE ADVISORS, INC. $201 788 6 733 0,26% Acciones
RED REEF ADVISORS LLC $185 185 6 179 0,23% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $89 910 3 000 0,11% Acciones
IFP Advisors, Inc $83 259 2 752 0,11% Acciones
DHJJ Financial Advisors, Ltd. $70 946 2 345 0,09% Acciones
CWM, LLC $55 058 1 894 0,07% Acciones
AE Wealth Management LLC $54 246 1 810 0,07% Acciones
WELLS FARGO & COMPANY/MN $50 949 1 700 0,06% Acciones
BARCLAYS PLC $48 042 1 603 0,06% Acciones
Triumph Capital Management $30 254 1 000 0,04% Acciones
IFG Advisory, LLC $29 970 1 000 0,04% Acciones
Financial Network Wealth Advisors LLC $28 801 961 0,04% Acciones
LANARK FINANCIAL, INC. $23 296 770 0,03% Acciones
MORGAN STANLEY $4 825 161 0,01% Acciones
CENTAURUS FINANCIAL, INC. $3 211 107 150 0,00% Acciones
Pinnacle Wealth Planning Services, Inc. $1 150 38 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $985 32 857 0,00% Acciones