AVK — Détenteurs institutionnels (13F)

112 déclarants · $131.3M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
RAYMOND JAMES FINANCIAL INC $23 319 854 1 780 142 17,77% Actions
WELLS FARGO & COMPANY/MN $11 554 178 881 999 8,80% Actions
GUGGENHEIM CAPITAL LLC $10 494 607 801 115 8,00% Actions
Advisors Asset Management, Inc. $9 890 887 788 747 7,54% Actions
LPL Financial LLC $6 927 556 528 821 5,28% Actions
MORGAN STANLEY $6 764 030 516 337 5,15% Actions
Koshinski Asset Management, Inc. $6 308 839 481 591 4,81% Actions
WOLVERINE ASSET MANAGEMENT LLC $4 739 030 361 758 3,61% Actions
Arete Wealth Advisors, LLC $4 186 776 319 601 3,19% Actions
Baird Financial Group, Inc. $3 746 377 285 983 2,85% Actions
FCA CORP /TX $3 338 306 254 832 2,54% Actions
Steward Partners Investment Advisory, LLC $3 253 637 248 369 2,48% Actions
Rockefeller Capital Management L.P. $2 501 848 190 980 1,91% Actions
COMMONWEALTH EQUITY SERVICES, LLC $2 089 420 159 498 1,59% Actions
Cyndeo Wealth Partners, LLC $2 005 952 153 126 1,53% Actions
Creative Planning $1 836 044 140 156 1,40% Actions
OSAIC HOLDINGS, INC. $1 541 113 117 641 1,17% Actions
UBS Group AG $1 438 275 109 792 1,10% Actions
NewEdge Advisors, LLC $1 264 474 96 524 0,96% Actions
&PARTNERS $933 216 71 383 0,71% Actions
ABSOLUTE INVESTMENT ADVISERS, LLC $898 450 68 584 0,68% Actions
Sanctuary Advisors, LLC $885 006 67 558 0,67% Actions
NWF Advisory Services Inc. $879 181 67 113 0,67% Actions
BANK OF AMERICA CORP /DE/ $851 712 65 016 0,65% Actions
STIFEL FINANCIAL CORP $828 338 63 232 0,63% Actions
Formidable Asset Management, LLC $824 735 73 901 0,63% Actions
Modern Wealth Management, LLC $711 419 54 307 0,54% Actions
PFG Investments, LLC $658 910 50 298 0,50% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $621 650 47 636 0,47% Actions
Waverly Advisors, LLC $606 964 46 333 0,46% Actions
GREENBERG FINANCIAL GROUP $595 775 47 510 0,45% Actions
Quarry LP $580 618 44 322 0,44% Actions
Heron Bay Capital Management $560 980 42 823 0,43% Actions
Cetera Investment Advisers $550 990 42 060 0,42% Actions
Concurrent Investment Advisors, LLC $521 174 39 784 0,40% Actions
Ameritas Advisory Services, LLC $514 948 39 309 0,39% Actions
PMG Family Office LLC $513 140 39 171 0,39% Actions
Calamos Advisors LLC $500 276 38 189 0,38% Actions
WCG Wealth Advisors LLC $481 451 36 752 0,37% Actions
Sage Capital Management, LLC $474 220 36 200 0,36% Actions
Twelve Points Wealth Management LLC $455 687 34 785 0,35% Actions
Integrated Wealth Concepts LLC $450 588 34 396 0,34% Actions
XTX Topco Ltd $435 876 33 273 0,33% Actions
Kestra Advisory Services, LLC $434 310 33 153 0,33% Actions
Centurion Wealth Management LLC $429 880 32 815 0,33% Actions
Shaker Financial Services, LLC $392 725 29 979 0,30% Actions
Moors & Cabot, Inc. $376 625 28 750 0,29% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $376 321 28 815 0,29% Actions
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $290 624 22 185 0,22% Actions
PRIVATE TRUST CO NA $284 911 21 749 0,22% Actions
CoreCap Advisors, LLC $277 624 21 193 0,21% Actions
Compound Planning, Inc. $277 144 21 156 0,21% Actions
Vanguard Capital Wealth Advisors $266 901 20 374 0,20% Actions
BENJAMIN EDWARDS INC $265 333 20 255 0,20% Actions
FIFTH THIRD BANCORP $256 027 19 544 0,20% Actions
TRUIST FINANCIAL CORP $254 808 19 451 0,19% Actions
ENVESTNET ASSET MANAGEMENT INC $252 738 19 293 0,19% Actions
Equitable Holdings, Inc. $242 823 18 536 0,18% Actions
COMERICA BANK $234 761 18 721 0,18% Actions
INDEPENDENT FINANCIAL GROUP, LLC $209 600 16 000 0,16% Actions
Logan Stone Capital, LLC $208 185 15 892 0,16% Actions
Beacon Pointe Advisors, LLC $204 238 15 591 0,16% Actions
Oxbow Advisors, LLC $203 574 15 540 0,16% Actions
Windsor Capital Management, LLC $192 734 14 712 0,15% Actions
Encompass More Asset Management $190 570 14 547 0,15% Actions
Tactive Advisors, LLC $185 656 14 172 0,14% Actions
High Net Worth Advisory Group LLC $182 236 13 911 0,14% Actions
MELFA WEALTH MANAGEMENT, INC. $180 802 13 802 0,14% Actions
READYSTATE ASSET MANAGEMENT LP $172 462 13 165 0,13% Actions
LEVEL FOUR ADVISORY SERVICES, LLC $172 128 13 139 0,13% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $159 571 12 181 0,12% Actions
Vestmark Advisory Solutions, Inc. $159 571 12 181 0,12% Actions
MILLENNIUM MANAGEMENT LLC $157 095 11 992 0,12% Actions
OPPENHEIMER & CO INC $150 899 11 519 0,11% Actions
Ellevest, Inc. $144 284 11 014 0,11% Actions
IMC-Chicago, LLC $140 366 10 715 0,11% Actions
Pinnacle Wealth Planning Services, Inc. $132 634 10 125 0,10% Actions
HARBOUR INVESTMENTS, INC. $106 909 8 161 0,08% Actions
MeadowBrook Investment Advisors LLC $61 636 4 705 0,05% Actions
Atlantic Union Bankshares Corp $61 570 4 700 0,05% Actions
Clear Street Group Inc. $42 536 3 247 0,03% Actions
Institute for Wealth Management, LLC. $39 980 3 052 0,03% Actions
LFA - Lugano Financial Advisors SA $36 143 2 759 0,03% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32 069 2 448 0,02% Actions
CWM, LLC $30 867 2 766 0,02% Actions
Axiom Investment Management LLC $26 411 2 016 0,02% Actions
CIBC Private Wealth Group LLC $26 066 2 038 0,02% Actions
Colonial Trust Co / SC $25 728 1 973 0,02% Actions
US BANCORP \DE\ $19 309 1 474 0,01% Actions
SIT INVESTMENT ASSOCIATES INC $18 619 1 421 316 0,01% Actions
GHP Investment Advisors, Inc. $14 508 1 300 0,01% Actions
Keating Financial Advisory Services, Inc. $14 345 1 095 0,01% Actions
Golden State Wealth Management, LLC $13 441 1 026 0,01% Actions
Triumph Capital Management $13 441 1 026 0,01% Actions
Federation des caisses Desjardins du Quebec $13 090 1 000 0,01% Actions
McIlrath & Eck, LLC $8 984 805 0,01% Actions
Penserra Capital Management LLC $8 964 684 338 0,01% Actions
Fortis Group Advisors, LLC $7 126 544 0,01% Actions
Gen-Wealth Partners Inc $6 485 495 0,00% Actions
North Star Investment Management Corp. $5 499 420 0,00% Actions
Allworth Financial LP $5 240 400 0,00% Actions
JPMORGAN CHASE & CO $5 216 400 0,00% Actions
BOK Financial Private Wealth, Inc. $3 983 304 0,00% Actions
PNC Financial Services Group, Inc. $3 659 279 0,00% Actions
ASSETMARK, INC $3 432 262 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $2 882 220 0,00% Actions
Geneos Wealth Management Inc. $1 297 99 0,00% Actions
IFP Advisors, Inc $1 284 98 0,00% Actions
ROYAL BANK OF CANADA $1 000 72 0,00% Actions
Stolper Co $861 65 745 0,00% Actions
Cambridge Investment Research Advisors, Inc. $735 56 077 0,00% Actions
BESSEMER GROUP INC $3 195 0,00% Actions