BSJU — Détenteurs institutionnels (13F)

77 déclarants · $174.2M 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
LPL Financial LLC $26 782 576 1 037 638 15,38% Actions
Legacy Financial Group LLC $16 649 104 645 037 9,56% Actions
MERCER GLOBAL ADVISORS INC /ADV $10 199 630 395 164 5,86% Actions
Trinity Legacy Partners, LLC $10 012 888 387 313 5,75% Actions
Equitable Holdings, Inc. $9 756 240 377 986 5,60% Actions
SFE Investment Counsel $7 086 902 274 568 4,07% Actions
OSAIC HOLDINGS, INC. $6 592 758 255 425 3,78% Actions
GPM Growth Investors, Inc. $6 502 642 251 932 3,73% Actions
Steward Partners Investment Advisory, LLC $5 813 662 225 239 3,34% Actions
MORGAN STANLEY $5 744 258 222 549 3,30% Actions
Cetera Investment Advisers $5 607 992 217 271 3,22% Actions
AMERIPRISE FINANCIAL INC $4 267 057 165 411 2,45% Actions
HOWARD WEALTH MANAGEMENT, LLC $4 155 277 160 988 2,39% Actions
RAYMOND JAMES FINANCIAL INC $4 049 235 156 880 2,32% Actions
JONES FINANCIAL COMPANIES LLLP $3 979 901 154 350 2,28% Actions
RPg Family Wealth Advisory, LLC $3 854 311 149 328 2,21% Actions
Advisory Alpha, LLC $3 824 095 148 157 2,20% Actions
WELLS FARGO & COMPANY/MN $3 594 911 139 278 2,06% Actions
COMMONWEALTH EQUITY SERVICES, LLC $3 286 730 127 338 1,89% Actions
Turning Point Benefit Group, Inc. $2 422 567 93 853 1,39% Actions
LBMC INVESTMENT ADVISORS, LLC $2 352 060 91 126 1,35% Actions
Milestones Private Investment Advisors LLC $2 351 778 91 115 1,35% Actions
HARBOUR INVESTMENTS, INC. $2 027 142 78 538 1,16% Actions
BANK OF AMERICA CORP /DE/ $1 819 005 70 474 1,04% Actions
Prospera Financial Services Inc $1 754 708 67 984 1,01% Actions
NewEdge Advisors, LLC $1 552 692 60 156 0,89% Actions
Altrius Capital Management Inc $1 552 098 60 133 0,89% Actions
ROYAL BANK OF CANADA $798 000 30 907 0,46% Actions
Brookstone Capital Management $785 973 30 451 0,45% Actions
Tudor Financial Inc. $689 739 26 723 0,40% Actions
Private Advisory Group LLC $687 788 26 647 0,39% Actions
Axim Planning & Wealth $685 052 26 541 0,39% Actions
INDEPENDENT FINANCIAL GROUP, LLC $679 013 26 307 0,39% Actions
UBS Group AG $661 923 25 645 0,38% Actions
Keel Point, LLC $654 371 25 352 0,38% Actions
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $649 555 25 166 0,37% Actions
Ark Wealth Advisors LLC $606 483 23 497 0,35% Actions
MGO ONE SEVEN LLC $601 598 23 308 0,35% Actions
ENVESTNET ASSET MANAGEMENT INC $581 944 22 546 0,33% Actions
Leo Wealth, LLC $541 695 21 043 0,31% Actions
VestGen Advisors, LLC $511 211 19 806 0,29% Actions
HUB Investment Partners, LLC $504 729 19 555 0,29% Actions
Simplicity Wealth,LLC $464 626 18 001 0,27% Actions
Segment Wealth Management, LLC $457 631 17 730 0,26% Actions
4Thought Financial Group Inc. $439 084 17 011 0,25% Actions
ORG Partners LLC $411 191 15 752 0,24% Actions
Alaska Wealth Advisors, LLC $389 025 15 072 0,22% Actions
AlphaStar Capital Management, LLC $387 244 15 003 0,22% Actions
Topsail Wealth Management, LLC $381 023 14 762 0,22% Actions
CITADEL ADVISORS LLC $375 371 14 543 0,22% Actions
Clearstead Advisors, LLC $369 757 14 325 0,21% Actions
Farther Finance Advisors, LLC $357 560 13 853 0,21% Actions
Tassel Capital Management, Inc. $327 906 12 704 0,19% Actions
Valtinson Bruner Financial Planning LLC $304 448 11 795 0,17% Actions
Geneos Wealth Management Inc. $268 527 10 404 0,15% Actions
Meriwether Wealth & Planning, LLC $257 466 9 975 0,15% Actions
Wealth Quarterback LLC $244 832 9 486 0,14% Actions
Net Worth Advisory Group $236 909 9 179 0,14% Actions
Savvy Advisors, Inc. $222 163 8 607 0,13% Actions
IMA Advisory Services, Inc. $219 239 8 494 0,13% Actions
Alaska Permanent Capital Management, LLC $212 061 8 229 0,12% Actions
Key Financial Inc $211 780 8 205 0,12% Actions
Keating Financial Advisory Services, Inc. $147 769 5 725 0,08% Actions
Larson Financial Group LLC $69 988 2 712 0,04% Actions
GILPIN WEALTH MANAGEMENT, LLC $52 758 2 044 0,03% Actions
Asset Dedication, LLC $44 499 1 724 0,03% Actions
Horizons Wealth Management $36 568 1 429 0,02% Actions
BITTERROOT CAPITAL ADVISORS LLC $25 046 970 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $19 439 753 0,01% Actions
CWM, LLC $13 332 521 0,01% Actions
Community Financial Services Group, LLC $3 227 125 0,00% Actions
PRIVATE TRUST CO NA $2 220 86 0,00% Actions
Aptus Capital Advisors, LLC $1 420 55 0,00% Actions
Cambridge Investment Research Advisors, Inc. $669 25 906 0,00% Actions
FINANCIAL ADVISORY CORP /UT/ /ADV $452 17 319 0,00% Actions
Capital Analysts, LLC $400 15 479 0,00% Actions
Glass Jacobson Investment Advisors llc $108 4 0,00% Actions