CHW — Détenteurs institutionnels (13F)

108 déclarants · $191.6M 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
MORGAN STANLEY $53 456 095 5 999 561 27,90% Actions
Karpus Management, Inc. $21 923 412 2 460 540 11,44% Actions
Pathstone Holdings, LLC $19 265 149 2 162 194 10,06% Actions
Advisors Asset Management, Inc. $11 242 823 1 517 250 5,87% Actions
GUGGENHEIM CAPITAL LLC $10 122 615 1 136 096 5,28% Actions
LPL Financial LLC $6 868 779 770 907 3,59% Actions
Baird Financial Group, Inc. $6 859 141 769 825 3,58% Actions
1607 Capital Partners, LLC $6 763 269 759 065 3,53% Actions
Saba Capital Management, L.P. $6 092 489 683 781 3,18% Actions
WELLS FARGO & COMPANY/MN $4 166 457 467 615 2,17% Actions
Shaker Financial Services, LLC $3 673 255 412 262 1,92% Actions
ADAPT WEALTH ADVISORS, LLC $3 514 264 394 418 1,83% Actions
RAYMOND JAMES FINANCIAL INC $3 371 030 378 342 1,76% Actions
Altium Capital Management LLC $2 930 508 328 901 1,53% Actions
ROYAL BANK OF CANADA $2 805 000 314 744 1,46% Actions
AMERIPRISE FINANCIAL INC $2 356 187 264 443 1,23% Actions
UBS Group AG $1 838 899 206 386 0,96% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1 620 898 181 919 0,85% Actions
D.A. DAVIDSON & CO. $1 600 606 179 641 0,84% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 024 196 116 122 0,53% Actions
COMMONWEALTH EQUITY SERVICES, LLC $902 220 101 259 0,47% Actions
OSAIC HOLDINGS, INC. $889 793 99 864 0,46% Actions
Saxony Capital Management, LLC $786 308 88 250 0,41% Actions
Focus Partners Wealth $719 972 80 805 0,38% Actions
FIFTH THIRD BANCORP $691 568 77 617 0,36% Actions
Dakota Wealth Management $652 925 73 280 0,34% Actions
Invesco Ltd. $624 680 70 110 0,33% Actions
EVOLVE PRIVATE WEALTH, LLC $616 938 69 241 0,32% Actions
Brookstone Capital Management $616 249 69 164 0,32% Actions
COMERICA BANK $580 944 78 400 0,30% Actions
PMG Family Office LLC $573 305 64 344 0,30% Actions
Almitas Capital LLC $570 890 64 073 0,30% Actions
Kestra Advisory Services, LLC $551 583 61 906 0,29% Actions
NewEdge Advisors, LLC $530 301 59 517 0,28% Actions
HARBOUR INVESTMENTS, INC. $492 840 55 313 0,26% Actions
Investment Management Trust, LLC $437 642 49 118 0,23% Actions
RPO LLC $423 849 47 570 0,22% Actions
PNC Financial Services Group, Inc. $384 755 43 182 0,20% Actions
CAPTRUST FINANCIAL ADVISORS $376 149 42 217 0,20% Actions
&PARTNERS $375 884 42 187 0,20% Actions
Chicago Partners Investment Group LLC $347 661 40 710 0,18% Actions
Allspring Global Investments Holdings, LLC $308 491 34 623 0,16% Actions
NWF Advisory Services Inc. $290 466 32 600 0,15% Actions
JANE STREET GROUP, LLC $277 609 31 157 0,14% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $271 381 30 458 0,14% Actions
STIFEL FINANCIAL CORP $263 806 29 608 0,14% Actions
Institute for Wealth Management, LLC. $261 063 29 300 0,14% Actions
Continuum Advisory, LLC $253 115 28 408 0,13% Actions
Integrated Wealth Concepts LLC $245 372 27 539 0,13% Actions
CoreCap Advisors, LLC $237 942 26 705 0,12% Actions
Closed-End Fund Advisors, Inc. $231 918 26 029 0,12% Actions
ENVESTNET ASSET MANAGEMENT INC $228 490 25 644 0,12% Actions
BANK OF AMERICA CORP /DE/ $222 557 24 978 0,12% Actions
Strategic Financial Concepts, LLC $220 817 24 783 0,12% Actions
STEPHENS INC /AR/ $211 898 23 782 0,11% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $192 914 21 651 0,10% Actions
CITADEL ADVISORS LLC $192 830 21 642 0,10% Actions
Cetera Investment Advisers $192 587 21 615 0,10% Actions
Waverly Advisors, LLC $185 952 20 870 0,10% Actions
TRUIST FINANCIAL CORP $181 850 20 410 0,09% Actions
Rockefeller Capital Management L.P. $180 187 20 223 0,09% Actions
B. Riley Wealth Advisors, Inc. $179 975 20 522 0,09% Actions
MRA Advisory Group $173 568 19 480 0,09% Actions
L.M. KOHN & COMPANY $172 184 22 836 0,09% Actions
OPPENHEIMER & CO INC $170 315 19 115 0,09% Actions
San Luis Wealth Advisors LLC $168 791 18 944 0,09% Actions
StoneX Group Inc. $161 996 18 206 0,08% Actions
XML Financial, LLC $153 252 17 200 0,08% Actions
HighTower Advisors, LLC $146 982 16 496 0,08% Actions
Prospera Financial Services Inc $142 839 16 028 0,07% Actions
Retirement Planning Group, LLC $138 371 15 530 0,07% Actions
Apollon Wealth Management, LLC $138 333 15 526 0,07% Actions
Concurrent Investment Advisors, LLC $134 610 15 108 0,07% Actions
Valeo Financial Advisors, LLC $133 199 14 949 0,07% Actions
Prairie Wealth Advisors, Inc. $128 304 0 0,07% Actions
Atria Wealth Solutions, Inc. $127 427 17 872 0,07% Actions
BOOTHBAY FUND MANAGEMENT, LLC $117 915 13 234 0,06% Actions
RFG Advisory, LLC $116 356 13 059 0,06% Actions
WOLVERINE ASSET MANAGEMENT LLC $99 792 11 200 0,05% Actions
Palogic Value Management, L.P. $98 010 11 000 0,05% Actions
DECISION INVESTMENTS, INC $95 159 10 680 0,05% Actions
Farther Finance Advisors, LLC $93 519 10 633 0,05% Actions
LEIGH BALDWIN & CO., LLC $89 100 10 000 0,05% Actions
Spire Wealth Management $41 521 4 660 0,02% Actions
ASSETMARK, INC $28 958 3 250 0,02% Actions
Colonial Trust Co / SC $28 950 3 301 0,02% Actions
EVOLUTION WEALTH MANAGEMENT INC. $26 677 2 994 0,01% Actions
Steward Partners Investment Advisory, LLC $25 394 2 850 0,01% Actions
EverSource Wealth Advisors, LLC $22 275 2 500 0,01% Actions
CITIGROUP INC $22 275 2 500 0,01% Actions
Tidemark, LLC $21 384 2 400 0,01% Actions
ORG Partners LLC $18 228 2 460 0,01% Actions
MCDONALD PARTNERS LLC $14 702 1 650 0,01% Actions
IFP Advisors, Inc $14 399 1 616 0,01% Actions
OLIVER LAGORE VANVALIN INVESTMENT GROUP $9 585 1 500 0,01% Actions
JPMORGAN CHASE & CO $7 419 846 0,00% Actions
AMERIFLEX GROUP, INC. $4 455 500 0,00% Actions
Silver Grove Financial Group, Inc. $4 366 490 0,00% Actions
Plante Moran Financial Advisors, LLC $3 901 438 0,00% Actions
Tower Research Capital LLC (TRC) $1 729 194 0,00% Actions
US BANCORP \DE\ $1 559 175 0,00% Actions
Stephens Consulting, LLC $1 484 200 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 400 157 131 0,00% Actions
Janney Montgomery Scott LLC $293 32 934 0,00% Actions
WEDBUSH SECURITIES INC $206 23 077 0,00% Actions
Virtu Financial LLC $154 17 336 0,00% Actions
HRT FINANCIAL LP $108 12 222 0,00% Actions
Farmers & Merchants Trust Co of Chambersburg PA $12 1 375 0,00% Actions