FDUS — Détenteurs institutionnels (13F)

144 déclarants · $170.5M 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
VAN ECK ASSOCIATES CORP $17 720 645 929 242 10,40% Actions
RAYMOND JAMES FINANCIAL INC $15 820 246 829 588 9,28% Actions
UBS Group AG $9 527 830 499 624 5,59% Actions
Baird Financial Group, Inc. $7 940 562 416 390 4,66% Actions
Muzinich & Co., Inc. $7 023 443 368 298 4,12% Actions
Legal & General Group Plc $5 920 849 310 317 3,47% Actions
MORGAN STANLEY $5 771 402 302 643 3,39% Actions
Qube Research & Technologies Ltd $4 390 009 230 205 2,58% Actions
Sumitomo Mitsui Trust Group, Inc. $4 388 160 230 108 2,57% Actions
FRANKLIN RESOURCES INC $4 290 330 224 978 2,52% Actions
NOVARE CAPITAL MANAGEMENT LLC $4 177 646 219 069 2,45% Actions
PFG Advisors $3 911 031 205 088 2,29% Actions
TWO SIGMA INVESTMENTS, LP $3 716 743 194 900 2,18% Actions
BlackRock, Inc. $2 632 671 138 053 1,54% Actions
Ethos Financial Group, LLC $2 498 151 130 999 1,47% Actions
Plan Group Financial, LLC $2 393 667 125 520 1,40% Actions
Advisors Asset Management, Inc. $2 175 573 112 724 1,28% Actions
Beacon Pointe Advisors, LLC $2 133 030 111 853 1,25% Actions
RIVERBRIDGE PARTNERS LLC $2 114 273 110 869 1,24% Actions
MARSHALL WACE, LLP $2 107 024 110 489 1,24% Actions
Capital Investment Advisory Services, LLC $2 039 989 106 974 1,20% Actions
IHT Wealth Management, LLC $1 989 226 104 311 1,17% Actions
Schonfeld Strategic Advisors LLC $1 720 990 90 246 1,01% Actions
HighTower Advisors, LLC $1 718 258 90 103 1,01% Actions
Legacy Capital Wealth Partners, LLC $1 639 829 85 990 0,96% Actions
LPL Financial LLC $1 532 314 80 352 0,90% Actions
Sound Income Strategies, LLC $1 390 270 72 904 0,82% Actions
TWO SIGMA ADVISERS, LP $1 389 851 72 013 0,82% Actions
Creative Planning $1 370 360 71 859 0,80% Actions
Davis Investment Partners, LLC $1 349 594 70 771 0,79% Actions
Palogic Value Management, L.P. $1 347 238 70 647 0,79% Actions
Greenland Capital Management LP $1 277 690 67 000 0,75% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 245 271 65 300 0,73% Option d'achat
Significant Wealth Partners LLC $1 236 327 64 831 0,73% Actions
D.A. DAVIDSON & CO. $1 216 932 63 813 0,71% Actions
MGB Wealth Management, LLC $1 192 614 61 793 0,70% Actions
NewEdge Advisors, LLC $1 150 249 60 317 0,67% Actions
Enterprise Bank & Trust Co $1 129 422 55 912 0,66% Actions
ROCKLAND TRUST CO $1 066 242 55 912 0,63% Actions
Cetera Investment Advisers $1 053 640 55 251 0,62% Actions
Trexquant Investment LP $987 426 51 779 0,58% Actions
INDEPENDENT FINANCIAL GROUP, LLC $986 205 51 715 0,58% Actions
CITADEL ADVISORS LLC $979 302 51 353 0,57% Actions
WT Wealth Management $974 725 51 113 0,57% Actions
Haven Private, LLC $954 797 50 068 0,56% Actions
CITADEL ADVISORS LLC $951 593 49 900 0,56% Option d'achat
D. E. Shaw & Co., Inc. $876 305 45 952 0,51% Actions
VARCOV Co. $859 428 45 067 0,50% Actions
ENVESTNET ASSET MANAGEMENT INC $749 702 39 313 0,44% Actions
BANK OF AMERICA CORP /DE/ $737 857 38 692 0,43% Actions
COMMONWEALTH EQUITY SERVICES, LLC $691 968 36 286 0,41% Actions
Y-Intercept (Hong Kong) Ltd $685 013 35 921 0,40% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $656 008 34 400 0,38% Option de vente
Campbell & CO Investment Adviser LLC $645 615 33 855 0,38% Actions
VestGen Advisors, LLC $637 224 33 415 0,37% Actions
Adams Asset Advisors, LLC $627 765 32 919 0,37% Actions
Global Retirement Partners, LLC $621 465 32 589 0,36% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $595 518 31 228 0,35% Actions
Stratos Wealth Partners, LTD. $591 971 31 042 0,35% Actions
Cornerstone Wealth Management, LLC $569 461 29 862 0,33% Actions
MERCER GLOBAL ADVISORS INC /ADV $557 386 29 228 0,33% Actions
Clearstead Advisors, LLC $538 535 28 240 0,32% Actions
NORTHERN TRUST CORP $523 643 27 459 0,31% Actions
Quantbot Technologies LP $517 293 27 126 0,30% Actions
Apollon Wealth Management, LLC $515 100 27 011 0,30% Actions
Monument Capital Management $504 592 26 460 0,30% Actions
Steward Partners Investment Advisory, LLC $501 411 26 293 0,29% Actions
DAVENPORT & Co LLC $496 926 26 058 0,29% Actions
UMB Bank, n.a. $477 704 25 050 0,28% Actions
AMERIPRISE FINANCIAL INC $465 989 24 436 0,27% Actions
STIFEL FINANCIAL CORP $459 044 24 072 0,27% Actions
Secure Asset Management, LLC $452 485 23 728 0,27% Actions
Summit Trail Advisors, LLC $445 796 23 377 0,26% Actions
OpenArc Corporate Advisory, LLC $431 249 22 614 0,25% Actions
Virtus Investment Advisers, LLC $419 597 22 003 0,25% Actions
OPTIMUM INVESTMENT ADVISORS $417 923 20 628 0,25% Actions
OPPENHEIMER & CO INC $395 378 20 733 0,23% Actions
EAGLE GLOBAL ADVISORS LLC $389 314 20 415 0,23% Actions
Accredited Investors Inc. $381 849 20 024 0,22% Actions
Prospera Financial Services Inc $380 752 19 966 0,22% Actions
Cordgrass Capital Advisors, LLC $342 898 17 981 0,20% Actions
Kingstone Capital Partners Texas, LLC $319 257 16 741 0,19% Actions
JT Stratford LLC $286 927 15 046 0,17% Actions
nVerses Capital, LLC $281 854 14 780 0,17% Actions
JANE STREET GROUP, LLC $274 799 14 410 0,16% Actions
Sage Investment Counsel LLC $268 317 14 070 0,16% Actions
HB Wealth Management, LLC $254 756 13 359 0,15% Actions
Morey & Quinn Wealth Partners, LLC $253 211 13 278 0,15% Actions
CWM, LLC $252 938 14 520 0,15% Actions
MACKENZIE FINANCIAL CORP $252 487 13 240 0,15% Actions
Bragg Financial Advisors, Inc $248 120 13 011 0,15% Actions
TRUIST FINANCIAL CORP $243 568 12 772 0,14% Actions
Fiduciary Alliance LLC $234 580 12 301 0,14% Actions
Caprock Group, LLC $228 840 12 000 0,13% Actions
XTX Topco Ltd $225 026 11 800 0,13% Actions
Private Advisor Group, LLC $218 069 11 435 0,13% Actions
Annex Advisory Services, LLC $217 663 12 495 0,13% Actions
Atria Wealth Solutions, Inc. $203 798 10 089 0,12% Actions
JPMORGAN CHASE & CO $198 094 10 459 0,12% Actions
Kestra Advisory Services, LLC $195 035 10 227 0,11% Actions
OSAIC HOLDINGS, INC. $194 511 10 199 0,11% Actions
WNY Asset Management, LLC $192 607 10 100 0,11% Actions
Mariner, LLC $192 199 10 079 0,11% Actions
WELLS FARGO & COMPANY/MN $188 522 9 886 0,11% Actions
ROYAL BANK OF CANADA $177 000 9 256 0,10% Actions
Farther Finance Advisors, LLC $158 681 8 321 0,09% Actions
Rockefeller Capital Management L.P. $127 924 6 708 0,08% Actions
IFG Advisory, LLC $118 805 6 230 0,07% Actions
BROWN BROTHERS HARRIMAN & CO $101 777 5 337 0,06% Actions
Purpose Unlimited Inc. $74 794 3 949 0,04% Actions
Millstone Evans Group, LLC $70 292 3 686 0,04% Actions
MeadowBrook Investment Advisors LLC $66 554 3 490 0,04% Actions
FTB Advisors, Inc. $53 692 2 658 0,03% Actions
Burk Holdings LLC $46 798 2 454 0,03% Actions
BNP PARIBAS FINANCIAL MARKETS $41 878 2 196 0,02% Actions
Promus Capital, LLC $40 986 2 023 0,02% Actions
Arax Advisory Partners $40 047 2 100 0,02% Actions
Hilton Head Capital Partners, LLC $29 558 1 550 0,02% Actions
Atlantic Union Bankshares Corp $28 605 1 500 0,02% Actions
ORG Partners LLC $27 328 1 416 0,02% Actions
AdvisorNet Financial, Inc $25 383 1 331 0,01% Actions
NOMURA ASSET MANAGEMENT CO LTD $21 149 1 109 0,01% Actions
Allworth Financial LP $20 977 1 100 0,01% Actions
JONES FINANCIAL COMPANIES LLLP $14 461 770 0,01% Actions
1 NORTH WEALTH SERVICES LLC $11 442 600 0,01% Actions
SouthState Bank Corp $9 535 500 0,01% Actions
FMR LLC $3 108 163 0,00% Actions
SIMPLEX TRADING, LLC $2 707 142 0,00% Actions
Peterson Wealth Services $2 332 122 0,00% Actions
VALLEY NATIONAL ADVISERS INC $1 907 100 0,00% Actions
Russell Investments Group, Ltd. $1 373 72 0,00% Actions
N.E.W. Advisory Services LLC $1 209 63 0,00% Actions
Geneos Wealth Management Inc. $973 51 0,00% Actions
CANADA LIFE ASSURANCE Co $904 47 506 0,00% Actions
NATIXIS $648 34 0,00% Actions
Janney Montgomery Scott LLC $288 15 116 0,00% Actions
Cambridge Investment Research Advisors, Inc. $200 10 465 0,00% Actions
Private Wealth Asset Management, LLC $191 10 0,00% Actions
Smartleaf Asset Management LLC $133 7 0,00% Actions
Caitong International Asset Management Co., Ltd $114 6 0,00% Actions
Capital Advisors, Ltd. LLC $43 2 250 0,00% Actions
State of Alaska, Department of Revenue $27 1 431 0,00% Actions
DANSKE BANK A/S $19 1 0,00% Actions
HANTZ FINANCIAL SERVICES, INC. $2 100 0,00% Actions