EFR — Détenteurs institutionnels (13F)

102 déclarants · $118.1M 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
1607 Capital Partners, LLC $9 429 951 889 618 7,99% Actions
Pathstone Holdings, LLC $6 695 279 631 630 5,67% Actions
AMERIPRISE FINANCIAL INC $6 288 638 593 268 5,33% Actions
Advisors Asset Management, Inc. $6 161 400 553 088 5,22% Actions
Invesco Ltd. $6 033 912 569 237 5,11% Actions
Saba Capital Management, L.P. $5 771 202 544 453 4,89% Actions
LOOMIS SAYLES & CO L P $5 086 241 479 834 4,31% Actions
BANK OF AMERICA CORP /DE/ $4 970 627 468 927 4,21% Actions
MORGAN STANLEY $4 967 990 468 678 4,21% Actions
WELLS FARGO & COMPANY/MN $4 725 324 445 785 4,00% Actions
GUGGENHEIM CAPITAL LLC $4 654 979 439 149 3,94% Actions
Gridiron Partners, LLC $4 599 298 433 896 3,89% Actions
Logan Stone Capital, LLC $4 126 082 389 253 3,49% Actions
Marble Harbor Investment Counsel, LLC $3 458 515 326 275 2,93% Actions
Baird Financial Group, Inc. $3 284 474 309 856 2,78% Actions
WOLVERINE ASSET MANAGEMENT LLC $3 082 978 290 847 2,61% Actions
Balyasny Asset Management L.P. $2 336 134 220 390 1,98% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2 149 345 202 768 1,82% Actions
Ethos Financial Group, LLC $2 049 151 193 316 1,74% Actions
WHITE PINE CAPITAL LLC $2 025 936 191 126 1,72% Actions
LPL Financial LLC $1 855 080 175 008 1,57% Actions
ICON ADVISERS INC/CO $1 746 180 164 734 1,48% Actions
OSAIC HOLDINGS, INC. $1 602 282 151 159 1,36% Actions
CWM, LLC $1 566 589 148 633 1,33% Actions
Atlas Wealth LLC $1 557 193 146 905 1,32% Actions
Verity Asset Management, Inc. $1 536 237 144 928 1,30% Actions
ENVESTNET ASSET MANAGEMENT INC $1 405 184 132 565 1,19% Actions
Collar Capital Management, LLC $1 119 572 105 620 0,95% Actions
HOURGLASS CAPITAL, LLC $1 022 900 96 500 0,87% Actions
GOLDMAN SACHS GROUP INC $866 571 81 752 0,73% Actions
Garner Asset Management Corp $579 920 54 709 0,49% Actions
Almitas Capital LLC $576 566 54 393 0,49% Actions
Calamos Advisors LLC $530 106 50 010 0,45% Actions
Capital Investment Advisors, LLC $493 619 46 568 0,42% Actions
UBS Group AG $445 296 42 009 0,38% Actions
Altman Advisors, Inc. $442 252 52 675 0,37% Actions
OPPENHEIMER & CO INC $434 208 40 963 0,37% Actions
SIMON QUICK ADVISORS, LLC $414 394 39 094 0,35% Actions
Cetera Investment Advisers $413 481 39 007 0,35% Actions
RAYMOND JAMES FINANCIAL INC $339 733 32 050 0,29% Actions
RWA WEALTH PARTNERS, LLC $326 448 30 797 0,28% Actions
Closed-End Fund Advisors, Inc. $285 988 26 980 0,24% Actions
SHUFRO ROSE & CO LLC $272 420 25 700 0,23% Actions
MAI Capital Management $269 064 25 383 0,23% Actions
WESCAP Management Group, Inc. $257 612 24 303 0,22% Actions
AEGON USA Investment Management, LLC $255 672 24 120 0,22% Actions
Sandy Spring Bank $251 125 20 500 0,21% Actions
INTEGRATED CAPITAL MANAGEMENT, INC. $241 788 22 810 0,20% Actions
Fiduciary Alliance LLC $229 437 21 645 0,19% Actions
XTX Topco Ltd $226 109 21 331 0,19% Actions
HORIZON KINETICS ASSET MANAGEMENT LLC $212 011 20 001 0,18% Actions
NOMURA HOLDINGS INC $212 000 20 000 0,18% Actions
CARDIFF PARK ADVISORS, LLC $210 760 19 883 0,18% Actions
Fortitude Advisory Group L.L.C. $210 713 19 879 0,18% Actions
H D Vest Advisory Services $202 350 16 696 0,17% Actions
ROYAL BANK OF CANADA $201 000 18 963 0,17% Actions
NATIONAL BANK OF CANADA /FI/ $191 683 18 169 0,16% Actions
Beacon Pointe Advisors, LLC $183 685 17 329 0,16% Actions
Private Advisor Group, LLC $183 221 17 285 0,16% Actions
Prospera Financial Services Inc $174 398 16 450 0,15% Actions
Concurrent Investment Advisors, LLC $162 665 15 346 0,14% Actions
Fund Advisors of America Inc/FL $161 574 15 243 0,14% Actions
Orion Portfolio Solutions, LLC $156 019 12 189 0,13% Actions
Sigma Planning Corp $153 074 14 441 0,13% Actions
HighTower Advisors, LLC $152 396 14 377 0,13% Actions
NewEdge Advisors, LLC $152 372 14 375 0,13% Actions
Focus Partners Wealth $150 897 14 235 0,13% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $145 295 13 668 0,12% Actions
MML INVESTORS SERVICES, LLC $142 112 13 407 0,12% Actions
FIFTH THIRD BANCORP $135 373 12 771 0,11% Actions
COMERICA BANK $132 530 11 897 0,11% Actions
SYNOVUS FINANCIAL CORP $122 431 10 702 0,10% Actions
Oxbow Advisors, LLC $121 900 11 500 0,10% Actions
Aviance Capital Partners, LLC $115 932 10 937 0,10% Actions
Pinnacle Financial Partners, Inc. $113 441 10 702 0,10% Actions
Sanctuary Advisors, LLC $113 078 10 668 0,10% Actions
MELFA WEALTH MANAGEMENT, INC. $108 904 10 274 0,09% Actions
Sandy Cove Advisors, LLC $106 000 10 000 0,09% Actions
MONTAG A & ASSOCIATES INC $52 248 4 929 0,04% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22 249 2 099 0,02% Actions
Steward Partners Investment Advisory, LLC $19 059 1 798 0,02% Actions
Salomon & Ludwin, LLC $16 896 1 600 0,01% Actions
US BANCORP \DE\ $15 900 1 500 0,01% Actions
CoreCap Advisors, LLC $14 840 1 400 0,01% Actions
BARRETT & COMPANY, INC. $13 780 1 300 0,01% Actions
BNP PARIBAS FINANCIAL MARKETS $12 572 1 186 0,01% Actions
Farther Finance Advisors, LLC $10 229 965 0,01% Actions
LANARK FINANCIAL, INC. $3 975 375 0,00% Actions
COHEN & STEERS, INC. $3 741 352 902 0,00% Actions
SIT INVESTMENT ASSOCIATES INC $2 542 239 791 0,00% Actions
Tower Research Capital LLC (TRC) $2 502 236 0,00% Actions
HARBOUR INVESTMENTS, INC. $2 459 232 0,00% Actions
Rockefeller Capital Management L.P. $2 385 225 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $2 120 200 0,00% Actions
PARK AVENUE SECURITIES LLC $1 069 100 827 0,00% Actions
Larson Financial Group LLC $995 94 0,00% Actions
ASSETMARK, INC $678 64 0,00% Actions
Cambridge Investment Research Advisors, Inc. $490 46 251 0,00% Actions
HRT FINANCIAL LP $132 12 521 0,00% Actions
WHITTIER TRUST CO OF NEVADA INC $127 12 0,00% Actions
HUNTINGTON NATIONAL BANK $11 1 0,00% Actions
JPMORGAN CHASE & CO $5 0 0,00% Actions