BALI — Détenteurs institutionnels (13F)

192 déclarants · $985.7M total · Au 30 septembre 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
ENVESTNET ASSET MANAGEMENT INC $115 501 052 3 414 161 11,72% Actions
LPL Financial LLC $99 510 845 2 941 497 10,10% Actions
AMERIPRISE FINANCIAL INC $69 029 321 2 040 344 7,00% Actions
FMR LLC $61 508 994 1 818 179 6,24% Actions
BANK OF AMERICA CORP /DE/ $60 614 308 1 791 732 6,15% Actions
Cetera Investment Advisers $41 539 391 1 227 887 4,21% Actions
WELLS FARGO & COMPANY/MN $35 831 811 1 059 173 3,64% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34 560 144 1 021 583 3,51% Actions
FUKOKU MUTUAL LIFE INSURANCE Co $24 932 710 737 000 2,53% Actions
EWG Elevate Inc. $23 355 646 735 843 2,37% Actions
Avior Wealth Management, LLC $22 946 547 665 889 2,33% Actions
OSAIC HOLDINGS, INC. $21 309 357 629 891 2,16% Actions
COMMONWEALTH EQUITY SERVICES, LLC $20 681 881 611 347 2,10% Actions
JPMORGAN CHASE & CO $20 622 909 613 047 2,09% Actions
Envestnet Portfolio Solutions, Inc. $19 235 163 568 583 1,95% Actions
MORGAN STANLEY $19 010 770 561 949 1,93% Actions
Vestmark Advisory Solutions, Inc. $17 737 441 524 311 1,80% Actions
ASSETMARK, INC $14 239 357 413 214 1,44% Actions
Patriot Financial Group Insurance Agency, LLC $11 612 088 336 973 1,18% Actions
RAYMOND JAMES FINANCIAL INC $11 255 985 332 722 1,14% Actions
MML INVESTORS SERVICES, LLC $10 727 060 317 087 1,09% Actions
Decker Wealth Management LLC $10 437 383 302 884 1,06% Actions
Arax Advisory Partners $10 270 857 303 602 1,04% Actions
DIVERSIFY WEALTH MANAGEMENT, LLC $9 823 933 283 192 1,00% Actions
Diversify Advisory Services, LLC $9 823 933 283 192 1,00% Actions
Equitable Holdings, Inc. $8 192 726 242 173 0,83% Actions
U.S. Capital Wealth Advisors, LLC $8 077 133 262 159 0,82% Actions
SOUTHERN CAPITAL SERVICES INC /ADV $7 548 730 219 058 0,77% Actions
Next Level Private LLC $7 020 436 203 727 0,71% Actions
Cornerstone Wealth Group, LLC $6 112 071 180 670 0,62% Actions
JB Capital LLC $6 078 667 176 398 0,62% Actions
PARK AVENUE SECURITIES LLC $5 927 000 171 988 0,60% Actions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $5 399 919 156 701 0,55% Actions
Sanctuary Advisors, LLC $5 312 057 157 022 0,54% Actions
Keeler Thomas Management LLC $4 131 266 122 118 0,42% Actions
INDEPENDENT FINANCIAL GROUP, LLC $3 962 565 114 990 0,40% Actions
CreativeOne Wealth, LLC $3 730 558 110 274 0,38% Actions
Semus Wealth Partners LLC $3 695 500 107 240 0,37% Actions
HighTower Advisors, LLC $3 592 315 106 187 0,36% Actions
Triad Wealth Partners, LLC $3 586 314 104 072 0,36% Actions
United Advisor Group, LLC $3 571 640 105 576 0,36% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3 248 791 105 446 0,33% Actions
BEACON FINANCIAL GROUP $2 958 480 85 853 0,30% Actions
FIDUCIARY FINANCIAL ADVISORS $2 759 928 81 581 0,28% Actions
DRIVE WEALTH MANAGEMENT, LLC $2 730 547 80 714 0,28% Actions
Flagship Private Wealth, LLC $2 626 470 77 637 0,27% Actions
Kelly Financial Services LLC $2 597 783 75 385 0,26% Actions
ROYAL BANK OF CANADA $2 587 000 76 465 0,26% Actions
3EDGE Asset Management, LP $2 506 668 74 096 0,25% Actions
Private Advisor Group, LLC $2 378 961 70 321 0,24% Actions
Founders Financial Alliance, LLC $2 365 022 69 909 0,24% Actions
ARWA LLC $2 227 849 63 890 0,23% Actions
ShoreHaven Wealth Partners, LLC $2 189 682 63 543 0,22% Actions
Orion Porfolio Solutions, LLC $2 184 710 64 579 0,22% Actions
Cerity Partners LLC $2 097 651 62 004 0,21% Actions
Integrated Wealth Concepts LLC $1 922 898 56 840 0,20% Actions
Sequoia Financial Advisors, LLC $1 896 984 56 074 0,19% Actions
FIRST HORIZON CORP $1 879 965 54 555 0,19% Actions
Gotham Asset Management, LLC $1 821 340 53 838 0,18% Actions
Sovran Advisors, LLC $1 800 989 53 394 0,18% Actions
BETO FINANCIAL GROUP, LLC $1 679 615 49 855 0,17% Actions
Detalus Advisors, LLC $1 630 027 47 302 0,17% Actions
Apollon Wealth Management, LLC $1 592 967 46 227 0,16% Actions
Confluence Wealth Services, Inc. $1 579 119 46 679 0,16% Actions
Invst, LLC $1 522 244 44 997 0,15% Actions
Stratos Wealth Partners, LTD. $1 502 174 44 403 0,15% Actions
Quadrant Private Wealth Management, LLC $1 430 299 42 279 0,15% Actions
RDA Financial Network $1 374 885 39 898 0,14% Actions
SHEETS SMITH WEALTH MANAGEMENT $1 361 665 39 514 0,14% Actions
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $1 344 768 39 425 0,14% Actions
Integrated Advisors Network LLC $1 326 741 38 501 0,13% Actions
Embree Financial Group $1 305 990 37 899 0,13% Actions
Simplicity Wealth,LLC $1 246 625 36 176 0,13% Actions
NewEdge Advisors, LLC $1 030 304 30 456 0,10% Actions
BlackRock, Inc. $1 028 703 30 408 0,10% Actions
GTS SECURITIES LLC $935 027 27 639 0,09% Actions
Snowden Capital Advisors LLC $931 230 27 527 0,09% Actions
Synergy Investment Management, LLC $921 463 27 238 0,09% Actions
Skyline Advisors, Inc. $897 986 26 544 0,09% Actions
Avantra Family Wealth, Inc. $885 385 25 693 0,09% Actions
Gladstone Institutional Advisory LLC $864 693 25 560 0,09% Actions
SigFig Wealth Management, LLC $738 409 21 428 0,07% Actions
OpenArc Corporate Advisory, LLC $738 306 21 425 0,07% Actions
NorthRock Partners, LLC $717 636 21 213 0,07% Actions
PMG Family Office LLC $717 285 20 815 0,07% Actions
Dynasty Wealth Management, LLC $698 360 20 643 0,07% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686 580 20 295 0,07% Actions
Transamerica Financial Advisors, LLC $685 437 20 261 0,07% Actions
V2 Financial group LLC $674 668 19 943 0,07% Actions
EHRLICH FINANCIAL GROUP $673 555 19 546 0,07% Actions
OneDigital Investment Advisors LLC $657 715 19 442 0,07% Actions
Sunbelt Securities, Inc. $642 276 20 846 0,07% Actions
Perennial Investment Advisors, LLC $628 417 18 576 0,06% Actions
Clarity Wealth Advisors, LLC $609 942 17 700 0,06% Actions
Kingsview Wealth Management, LLC $601 231 17 772 0,06% Actions
GeoWealth Management, LLC $593 997 17 559 0,06% Actions
Mariner, LLC $586 172 17 327 0,06% Actions
MGO ONE SEVEN LLC $554 893 16 402 0,06% Actions
Security Financial Services, INC. $537 254 15 881 0,05% Actions
Summit X, LLC $534 853 17 763 0,05% Actions
HARBOUR INVESTMENTS, INC. $525 414 15 531 0,05% Actions
Per Stirling Capital Management, LLC. $509 006 15 046 0,05% Actions
Atria Wealth Solutions, Inc. $508 829 16 899 0,05% Actions
UNITED CAPITAL FINANCIAL ADVISORS, LLC $508 752 15 027 0,05% Actions
Summit Financial, LLC $504 066 14 900 0,05% Actions
Creative Planning $502 697 14 860 0,05% Actions
Arkadios Wealth Advisors $492 622 14 561 0,05% Actions
High Net Worth Advisory Group LLC $455 734 13 225 0,05% Actions
Two West Capital Advisors LLC $455 397 13 223 0,05% Actions
Strategic Blueprint, LLC $450 875 13 084 0,05% Actions
Wealth Quarterback LLC $446 977 12 971 0,05% Actions
Fortis Advisors, LLC $443 442 13 108 0,04% Actions
J.W. COLE ADVISORS, INC. $436 958 12 916 0,04% Actions
Edge Financial Advisors LLC $431 086 13 608 0,04% Actions
Onyx Bridge Wealth Group LLC $426 035 12 363 0,04% Actions
Encompass More Asset Management $415 071 12 045 0,04% Actions
Orion Portfolio Solutions, LLC $414 835 14 409 0,04% Actions
Ausdal Financial Partners, Inc. $413 234 12 215 0,04% Actions
Atlas Private Wealth Advisors $413 144 11 989 0,04% Actions
World Investment Advisors $394 614 12 207 0,04% Actions
SAGESPRING WEALTH PARTNERS, LLC $381 059 11 058 0,04% Actions
Vision Retirement, LLC $376 214 11 121 0,04% Actions
WEALTH ALLIANCE, LLC $373 063 11 028 0,04% Actions
Concurrent Investment Advisors, LLC $367 697 10 670 0,04% Actions
Icon Wealth Advisors, LLC $357 008 10 553 0,04% Actions
LifeGoal Investments, LLC $345 780 10 034 0,04% Actions
VALICENTI ADVISORY SERVICES INC $328 000 9 522 0,03% Actions
Advyzon Investment Management, LLC $321 486 9 503 0,03% Actions
LOCKERMAN FINANCIAL GROUP, INC. $319 789 9 280 0,03% Actions
UNIQUE WEALTH, LLC $315 998 9 170 0,03% Actions
SeaCrest Wealth Management, LLC $304 489 8 836 0,03% Actions
Krasney Financial LLC $289 157 9 385 0,03% Actions
West Wealth Group, LLC $284 519 8 256 0,03% Actions
Collaborative Wealth Managment Inc. $280 789 8 300 0,03% Actions
IFG Advisory, LLC $279 845 8 272 0,03% Actions
TRUIST FINANCIAL CORP $279 639 8 266 0,03% Actions
Apollon Financial, LLC $275 680 8 000 0,03% Actions
Calamos Wealth Management LLC $271 993 8 040 0,03% Actions
Madison Wealth Partners, Inc $271 926 8 038 0,03% Actions
SILVERLAKE WEALTH MANAGEMENT LLC $268 409 7 789 0,03% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $265 092 7 836 0,03% Actions
Tennessee Valley Asset Management Partners $261 805 7 739 0,03% Actions
Visionary Horizons, LLC $244 378 7 091 0,02% Actions
Transcendent Capital Group LLC $237 194 7 011 0,02% Actions
WETZEL INVESTMENT ADVISORS, INC. $231 020 6 704 0,02% Actions
Redhawk Wealth Advisors, Inc. $229 014 6 646 0,02% Actions
ASHTON THOMAS SECURITIES, LLC $223 990 6 500 0,02% Actions
WILLNER & HELLER, LLC $216 414 6 397 0,02% Actions
Gateway Wealth Partners, LLC $212 366 6 277 0,02% Actions
Oregon Pacific Wealth Management, LLC $202 969 5 890 0,02% Actions
FIFTH THIRD BANCORP $202 811 5 995 0,02% Actions
Wealthcare Advisory Partners LLC $201 332 5 842 0,02% Actions
Estate Counselors, LLC $200 037 5 913 0,02% Actions
Harborfront Financial Group LLC $184 585 5 456 0,02% Actions
Farther Finance Advisors, LLC $173 162 5 025 0,02% Actions
IAG Wealth Partners, LLC $162 249 4 796 0,02% Actions
Spire Wealth Management $136 937 4 048 0,01% Actions
SHP Wealth Management $131 167 3 877 0,01% Actions
COMERICA BANK $125 263 3 954 0,01% Actions
Global Retirement Partners, LLC $104 805 3 098 0,01% Actions
BANK OF MONTREAL /CAN/ $90 479 2 675 0,01% Actions
Rockefeller Capital Management L.P. $82 545 2 440 0,01% Actions
IFP Advisors, Inc $74 709 2 168 0,01% Actions
Rossby Financial, LCC $67 085 1 983 0,01% Actions
Aptus Capital Advisors, LLC $60 826 1 798 0,01% Actions
AE Wealth Management LLC $55 409 1 638 0,01% Actions
Steward Partners Investment Advisory, LLC $48 884 1 445 0,00% Actions
US BANCORP \DE\ $37 484 1 108 0,00% Actions
FTB Advisors, Inc. $36 553 1 214 0,00% Actions
West Branch Capital LLC $34 840 1 011 0,00% Actions
PRIVATE TRUST CO NA $27 189 789 0,00% Actions
Qube Research & Technologies Ltd $27 165 803 0,00% Actions
Golden State Wealth Management, LLC $23 033 680 0,00% Actions
MCF Advisors LLC $11 232 332 0,00% Actions
Ashton Thomas Private Wealth, LLC $11 164 330 0,00% Actions
Granite Bay Wealth Management, LLC $10 514 310 798 0,00% Actions
Larson Financial Group LLC $10 149 300 0,00% Actions
Portfolio Resources Advisor Group, Inc. $9 683 281 0,00% Actions
Janney Montgomery Scott LLC $5 567 164 563 0,00% Actions
Signature Equity Partners, LLC $5 176 153 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $5 075 150 0,00% Actions
Silver Grove Financial Group, Inc. $5 007 148 0,00% Actions
CWM, LLC $3 728 121 0,00% Actions
Continuum Advisory, LLC $3 112 92 0,00% Actions
Meramec Financial Planners, LLC $3 099 92 0,00% Actions
Godfrey Financial Associates, Inc. $2 706 80 0,00% Actions
UBS Group AG $880 26 0,00% Actions
Cambridge Investment Research Advisors, Inc. $688 20 332 0,00% Actions
DHJJ Financial Advisors, Ltd. $345 10 0,00% Actions
Colonial Trust Co / SC $203 6 0,00% Actions
BESSEMER GROUP INC $52 1 528 0,00% Actions
HANTZ FINANCIAL SERVICES, INC. $1 17 0,00% Actions