EVSD — Détenteurs institutionnels (13F)

86 déclarants · $951.9M 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 $451 646 819 8 881 070 47,45% Actions
AMERIPRISE FINANCIAL INC $85 625 253 1 684 715 9,00% Actions
LPL Financial LLC $74 165 085 1 458 364 7,79% Actions
RAYMOND JAMES FINANCIAL INC $29 254 529 575 254 3,07% Actions
Per Stirling Capital Management, LLC. $27 584 097 542 407 2,90% Actions
Rockefeller Capital Management L.P. $27 394 141 538 671 2,88% Actions
D.A. DAVIDSON & CO. $20 227 149 397 741 2,12% Actions
ENVESTNET ASSET MANAGEMENT INC $19 816 550 389 668 2,08% Actions
Blue Water Asset Management $17 715 784 348 359 1,86% Actions
Tilson Financial Group, Inc. $17 236 522 338 935 1,81% Actions
Prism Advisors, Inc. $15 865 795 311 981 1,67% Actions
Platform Technology Partners $14 746 341 289 968 1,55% Actions
HighTower Advisors, LLC $12 456 291 244 937 1,31% Actions
Nemes Rush Group LLC $11 510 395 226 338 1,21% Actions
IHT Wealth Management, LLC $7 984 332 157 002 0,84% Actions
Clear Trail Advisors, LLC $7 503 368 147 544 0,79% Actions
MGO ONE SEVEN LLC $7 089 860 139 413 0,74% Actions
Private Advisor Group, LLC $7 006 004 137 764 0,74% Actions
ROYAL BANK OF CANADA $6 927 000 136 217 0,73% Actions
WEALTHSPAN PARTNERS, LLC $6 649 431 130 753 0,70% Actions
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $6 174 154 121 407 0,65% Actions
COMMONWEALTH EQUITY SERVICES, LLC $5 839 220 114 821 0,61% Actions
Waverly Advisors, LLC $5 284 793 103 919 0,56% Actions
Merit Financial Group, LLC $4 359 748 85 729 0,46% Actions
OSAIC HOLDINGS, INC. $4 339 295 85 318 0,46% Actions
Gateway Wealth Partners, LLC $4 201 038 82 608 0,44% Actions
Systelligence, LLC $3 835 332 75 417 0,40% Actions
Dakota Wealth Management $3 775 437 74 239 0,40% Actions
BANK OF AMERICA CORP /DE/ $3 620 316 71 189 0,38% Actions
PCM Encore, LLC $3 521 195 69 240 0,37% Actions
Cetera Investment Advisers $3 479 722 68 425 0,37% Actions
ASSETMARK, INC $3 342 343 65 723 0,35% Actions
FWG Holdings, LLC $3 273 740 64 539 0,34% Actions
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $3 051 910 60 012 0,32% Actions
Dynamic Advisor Solutions LLC $2 696 228 53 018 0,28% Actions
SAM Advisors, LLC $2 355 541 46 319 0,25% Actions
Opal Wealth Advisors, LLC $1 974 293 38 822 0,21% Actions
Stratos Wealth Partners, LTD. $1 378 883 27 114 0,14% Actions
WNY Asset Management, LLC $1 274 274 25 057 0,13% Actions
FIFTH THIRD BANCORP $1 131 117 22 242 0,12% Actions
Sanctuary Advisors, LLC $1 033 170 20 316 0,11% Actions
COMERICA BANK $950 576 18 478 0,10% Actions
Savvy Advisors, Inc. $845 417 16 624 0,09% Actions
WBI INVESTMENTS, LLC $679 372 13 359 0,07% Actions
JANE STREET GROUP, LLC $628 568 12 360 0,07% Actions
FIRST AMERICAN BANK $562 456 11 060 0,06% Actions
STEPHENS INC /AR/ $539 622 10 611 0,06% Actions
OLD MISSION CAPITAL LLC $521 111 10 247 0,05% Actions
Center for Financial Planning, Inc. $498 888 9 810 0,05% Actions
Cherry Creek Investment Advisors, Inc. $455 257 8 952 0,05% Actions
First Heartland Consultants, Inc. $450 677 8 862 0,05% Actions
NorthLanding Financial Partners, LLC $448 613 8 821 0,05% Actions
NewEdge Advisors, LLC $434 099 8 536 0,05% Actions
MMA ASSET MANAGEMENT LLC $417 825 8 216 0,04% Actions
Sovran Advisors, LLC $405 999 7 992 0,04% Actions
STUDIO INVESTMENT MANAGEMENT LLC $390 853 7 657 0,04% Actions
Gladstone Institutional Advisory LLC $387 413 7 618 0,04% Actions
Stonebridge Financial Group, LLC / MO $377 609 7 425 0,04% Actions
DAVENPORT & Co LLC $375 310 7 380 0,04% Actions
PFG Advisors $330 405 6 497 0,03% Actions
Strategic Financial Concepts, LLC $320 895 6 310 0,03% Actions
BOS Asset Management, LLC $307 063 6 038 0,03% Actions
Wealthcare Advisory Partners LLC $302 882 5 956 0,03% Actions
StoneX Group Inc. $296 829 5 819 0,03% Actions
Chicago Partners Investment Group LLC $273 350 5 394 0,03% Actions
MML INVESTORS SERVICES, LLC $267 521 5 260 0,03% Actions
&PARTNERS $246 243 4 842 0,03% Actions
Advisory Services Network, LLC $235 916 4 639 0,02% Actions
Core Wealth Advisors, Inc. $222 643 4 378 0,02% Actions
Note Advisors, LLC $221 931 4 364 0,02% Actions
Cape Investment Advisory, Inc. $215 237 4 232 0,02% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $192 791 3 791 0,02% Actions
IFP Advisors, Inc $185 417 3 646 0,02% Actions
Global Retirement Partners, LLC $150 665 2 963 0,02% Actions
PNC Financial Services Group, Inc. $124 900 2 456 0,01% Actions
Farther Finance Advisors, LLC $110 982 2 182 0,01% Actions
JPMORGAN CHASE & CO $35 774 700 0,00% Actions
Ameritas Advisory Services, LLC $32 093 631 0,00% Actions
PRIVATE TRUST CO NA $30 055 591 0,00% Actions
Steward Partners Investment Advisory, LLC $26 495 521 0,00% Actions
WELLS FARGO & COMPANY/MN $8 493 167 0,00% Actions
WEBSTER BANK, N. A. $7 781 153 0,00% Actions
Janney Montgomery Scott LLC $3 937 77 410 0,00% Actions
Cambridge Investment Research Advisors, Inc. $3 477 68 373 0,00% Actions
Basepoint Wealth LLC $2 848 56 0,00% Actions
Capital Analysts, LLC $275 5 410 0,00% Actions