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Détenteurs institutionnels (13F) 182 déclarants · $2.2B 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.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
27 (-2 vs T. préc.) 12 (+9 vs T. préc.) 103 (+6 vs T. préc.) 31 (+6 vs T. préc.) +6.7M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
CAPTRUST FINANCIAL ADVISORS $224 776 538 5 732 633 10,39% Actions
MORGAN STANLEY $166 098 986 4 236 138 7,68% Actions
UBS Group AG $164 097 653 4 185 097 7,58% Actions
BANK OF AMERICA CORP /DE/ $147 884 141 3 771 592 6,84% Actions
LPL Financial LLC $117 558 396 2 998 174 5,43% Actions
First Pacific Financial $92 421 351 2 357 086 4,27% Actions
ENVESTNET ASSET MANAGEMENT INC $84 625 242 2 158 257 3,91% Actions
Morton Capital Management LLC/CA $71 842 436 1 832 248 3,32% Actions
STIFEL FINANCIAL CORP $57 559 644 1 467 980 2,66% Actions
Francis Financial, Inc. $49 849 759 1 271 353 2,30% Actions
TCW GROUP INC $46 589 008 1 188 192 2,15% Actions
RAYMOND JAMES FINANCIAL INC $41 993 891 1 071 000 1,94% Actions
Keudell/Morrison Wealth Management $39 660 429 1 011 488 1,83% Actions
PEAK FINANCIAL ADVISORS LLC $34 888 900 889 796 1,61% Actions
Family Manage LLC $34 231 742 873 036 1,58% Actions
Leelyn Smith, LLC $32 229 674 821 976 1,49% Actions
Morling Financial Advisors, LLC $32 137 523 819 626 1,49% Actions
TECTONIC ADVISORS LLC $29 302 221 747 315 1,35% Actions
&PARTNERS $29 155 805 743 655 1,35% Actions
HIGHLINE WEALTH PARTNERS LLC $26 462 403 674 889 1,22% Actions
CARY STREET PARTNERS FINANCIAL LLC $25 617 966 653 353 1,18% Actions
Tidemark, LLC $22 488 490 573 540 1,04% Actions
Wealthspire Retirement, LLC $21 634 392 553 711 1,00% Actions
IHT Wealth Management, LLC $21 281 612 542 760 0,98% Actions
Weaver Capital Management LLC $19 937 390 507 700 0,92% Actions
Madison Asset Management, LLC $19 271 075 491 484 0,89% Actions
True North Advisors, LLC $19 005 446 484 709 0,88% Actions
EXCHANGE TRADED CONCEPTS, LLC $18 129 763 462 376 0,84% Actions
HighTower Advisors, LLC $15 750 194 401 688 0,73% Actions
Spectrum Wealth Advisory Group, LLC $15 515 078 395 692 0,72% Actions
Ducere Wealth Management LLC $15 407 001 392 935 0,71% Actions
Steward Partners Investment Advisory, LLC $15 259 515 389 174 0,71% Actions
WJ Wealth Management, LLC $15 124 251 385 728 0,70% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14 572 436 371 651 0,67% Actions
FAGAN ASSOCIATES, INC. $14 306 770 364 876 0,66% Actions
BlueStem Wealth Partners, LLC $13 199 764 336 643 0,61% Actions
CWM, LLC $13 055 099 332 445 0,60% Actions
Pasadena Private Wealth, LLC $12 938 528 329 980 0,60% Actions
Peak Financial Management, Inc. $11 885 448 303 122 0,55% Actions
Rothschild Wealth LLC $11 867 730 302 671 0,55% Actions
White & Co Financial Planning Inc $11 799 123 300 921 0,55% Actions
Beacon Financial Advisory LLC $11 532 197 294 114 0,53% Actions
Ausdal Financial Partners, Inc. $10 563 573 269 410 0,49% Actions
Rockefeller Capital Management L.P. $10 341 496 263 746 0,48% Actions
Baird Financial Group, Inc. $9 548 458 243 521 0,44% Actions
ANCHOR CAPITAL ADVISORS LLC $9 220 349 235 153 0,43% Actions
Onyx Bridge Wealth Group LLC $9 099 751 232 077 0,42% Actions
TRUIST FINANCIAL CORP $8 737 210 222 831 0,40% Actions
Arax Advisory Partners $8 265 602 210 803 0,38% Actions
3EDGE Asset Management, LP $7 555 061 192 682 0,35% Actions
Etesian Wealth Advisors, Inc. $7 195 275 183 506 0,33% Actions
Bleakley Financial Group, LLC $6 853 197 174 782 0,32% Actions
WELLS FARGO & COMPANY/MN $6 817 639 173 875 0,32% Actions
Per Stirling Capital Management, LLC. $6 546 210 166 953 0,30% Actions
COMMONWEALTH EQUITY SERVICES, LLC $6 385 920 162 865 0,30% Actions
Mesirow Financial Investment Management, Inc. $6 038 524 154 007 0,28% Actions
Brookwood Investment Group LLC $5 751 480 146 684 0,27% Actions
Beckerman Institutional, LLC $5 727 315 146 067 0,26% Actions
KPP Advisory Services LLC $5 560 361 141 810 0,26% Actions
Equitable Holdings, Inc. $5 175 213 131 987 0,24% Actions
Maridea Wealth Management LLC $4 989 940 127 262 0,23% Actions
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $4 926 451 125 643 0,23% Actions
JPMORGAN CHASE & CO $4 703 073 119 732 0,22% Actions
Lunt Capital Management, Inc. $4 601 058 117 344 0,21% Actions
Envestnet Portfolio Solutions, Inc. $4 347 899 110 888 0,20% Actions
CHANNEL WEALTH LLC $4 343 841 110 784 0,20% Actions
AXXCESS WEALTH MANAGEMENT, LLC $4 227 700 107 822 0,20% Actions
ProCore Advisors, LLC $4 088 072 104 261 0,19% Actions
BELLEVUE ASSET MANAGEMENT, LLC $4 010 898 102 292 0,19% Actions
Kestra Advisory Services, LLC $4 006 444 102 179 0,19% Actions
MARSHALL INVESTMENT MANAGEMENT, LLC $3 979 168 101 483 0,18% Actions
OSAIC HOLDINGS, INC. $3 763 902 95 979 0,17% Actions
JONES FINANCIAL COMPANIES LLLP $3 570 762 90 998 0,17% Actions
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $3 043 167 77 612 0,14% Actions
D.A. DAVIDSON & CO. $2 960 394 75 500 0,14% Actions
Tandem Financial, LLC $2 946 240 75 140 0,14% Actions
Mariner, LLC $2 942 611 75 047 0,14% Actions
Cetera Investment Advisers $2 846 787 72 604 0,13% Actions
Keystone Financial Group $2 805 890 71 560 0,13% Actions
Sanctuary Advisors, LLC $2 751 366 70 170 0,13% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $2 397 304 61 140 0,11% Actions
Concord Wealth Partners $2 297 233 58 588 0,11% Actions
MATHER GROUP, LLC. $2 296 018 58 557 0,11% Actions
Frontier Asset Management, LLC $2 254 951 57 510 0,10% Actions
Vantage Financial Partners, LLC $2 213 473 55 896 0,10% Actions
OPPENHEIMER & CO INC $2 212 699 56 432 0,10% Actions
NAPA WEALTH MANAGEMENT $2 035 831 51 152 0,09% Actions
FIFTH THIRD BANCORP $1 927 250 49 152 0,09% Actions
Diversified Portfolios, Inc. $1 891 804 48 248 0,09% Actions
PRINCIPAL SECURITIES, INC. $1 852 108 47 236 0,09% Actions
Capital Square, LLC $1 796 581 46 078 0,08% Actions
Retirement Planning Group, LLC $1 793 351 45 737 0,08% Actions
BLUE JEAN FINANCIAL LLC $1 602 748 40 876 0,07% Actions
MML INVESTORS SERVICES, LLC $1 561 711 39 829 0,07% Actions
Atlas Wealth LLC $1 560 284 39 793 0,07% Actions
Cerity Partners LLC $1 400 263 35 721 0,06% Actions
Encompass More Asset Management $1 395 719 35 596 0,06% Actions
BNP PARIBAS FINANCIAL MARKETS $1 294 126 33 005 0,06% Actions
Argent Trust Co $1 278 755 32 613 0,06% Actions
Madison Wealth Partners, Inc $1 236 086 31 525 0,06% Actions

Détention d'ETF Détenu par 2 ETFs

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
FOPC · Advisors' Inner Circle Fund II 25,26% 212 837 NS 30 avril 2026 N-PORT
FCBD · Advisors' Inner Circle Fund II 24,29% 251 040 NS 30 avril 2026 N-PORT