GDLC — Détenteurs institutionnels (13F)

84 déclarants · $55.2M total · Au 30 septembre 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
Cetera Investment Advisers $5 064 253 191 900 9,17% Actions
INDEPENDENT FINANCIAL GROUP, LLC $4 379 868 114 178 7,93% Actions
ENVESTNET ASSET MANAGEMENT INC $3 909 984 148 162 7,08% Actions
Rehmann Capital Advisory Group $3 869 729 146 490 7,01% Actions
BIP Wealth, LLC $2 832 119 73 830 5,13% Actions
Hartmann Taylor Wealth Management, LLC $2 803 617 73 087 5,08% Actions
Aries Wealth Management $2 256 911 58 835 4,09% Actions
Integrated Wealth Concepts LLC $2 235 761 84 720 4,05% Actions
DWM Financial Group, Inc. $1 998 349 48 359 3,62% Actions
Pasadena Private Wealth, LLC $1 649 164 62 492 2,99% Actions
Pathstone Holdings, LLC $1 641 563 62 204 2,97% Actions
U.S. Capital Wealth Advisors, LLC $1 624 032 52 069 2,94% Actions
DeDora Capital, Inc. $1 556 739 40 582 2,82% Actions
Arax Advisory Partners $1 375 262 52 113 2,49% Actions
Wealthspire Advisors, LLC $1 267 090 48 014 2,29% Actions
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1 202 513 45 567 2,18% Actions
Elyxium Wealth, LLC $1 166 413 30 407 2,11% Actions
Mariner, LLC $1 102 337 41 771 2,00% Actions
HORIZON KINETICS ASSET MANAGEMENT LLC $1 082 755 41 029 1,96% Actions
NAPA WEALTH MANAGEMENT $999 101 17 873 1,81% Actions
KMT WEALTH MANAGEMENT, LLC $963 341 36 504 1,74% Actions
Keystone Financial Services, LLC $913 200 34 604 1,65% Actions
Professional Financial Advisors, LLC $818 812 21 345 1,48% Actions
MATHER GROUP, LLC. $618 171 16 115 1,12% Actions
Modern Wealth Management, LLC $575 117 21 793 1,04% Actions
Prosperity Wealth Management, Inc. $533 069 12 900 0,97% Actions
Fortis Group Advisors, LLC $494 681 18 745 0,90% Actions
Rossmore Private Capital $485 254 12 650 0,88% Actions
HUNTINGTON NATIONAL BANK $408 140 15 566 0,74% Actions
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $327 236 12 400 0,59% Actions
Formidable Asset Management, LLC $323 378 10 368 0,59% Actions
Soltis Investment Advisors LLC $307 745 11 661 0,56% Actions
Balboa Wealth Partners $302 541 7 887 0,55% Actions
Creative Planning $301 954 11 442 0,55% Actions
Visionary Wealth Advisors $290 818 11 020 0,53% Actions
Fort Point Capital Partners LLC $247 353 9 373 0,45% Actions
Farther Finance Advisors, LLC $233 843 6 096 0,42% Actions
KINGSWOOD WEALTH ADVISORS, LLC $231 963 6 047 0,42% Actions
MONETA GROUP INVESTMENT ADVISORS LLC $225 580 8 548 0,41% Actions
Avior Wealth Management, LLC $220 954 5 760 0,40% Actions
Alesco Advisors, LLC, An ESL Co $218 747 8 289 0,40% Actions
Claro Advisors Inc. $209 247 7 929 0,38% Actions
Burford Brothers, Inc. $208 256 5 429 0,38% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $207 074 5 580 0,38% Actions
COMMONWEALTH EQUITY SERVICES, LLC $200 270 7 589 0,36% Actions
OAKWORTH CAPITAL, INC. $176 686 4 606 0,32% Actions
OSAIC HOLDINGS, INC. $172 246 6 527 0,31% Actions
CIBC Private Wealth Group LLC $117 166 2 096 0,21% Actions
WOLFF WIESE MAGANA LLC $107 447 2 801 0,19% Actions
Benson Wealth Management INC $101 522 3 847 0,18% Actions
MCF Advisors LLC $96 667 3 663 0,18% Actions
CWM, LLC $57 889 1 856 0,10% Actions
Global Retirement Partners, LLC $54 100 2 050 0,10% Actions
Federation des caisses Desjardins du Quebec $52 440 2 000 0,09% Actions
Noble Wealth Management PBC $51 633 1 346 0,09% Actions
JFS WEALTH ADVISORS, LLC $36 150 1 159 0,07% Actions
WPG Advisers, LLC $33 028 861 0,06% Actions
HARBOUR INVESTMENTS, INC. $28 369 1 075 0,05% Actions
ROTHSCHILD INVESTMENT LLC $26 390 1 000 0,05% Actions
Wilkerson Advisory Group LLC $21 021 548 0,04% Actions
SOA Wealth Advisors, LLC. $18 974 719 0,03% Actions
Center for Financial Planning, Inc. $18 412 480 0,03% Actions
Clearstead Advisors, LLC $18 342 695 0,03% Actions
ROYAL BANK OF CANADA $17 000 656 0,03% Actions
US BANCORP \DE\ $16 520 626 0,03% Actions
Allworth Financial LP $12 457 472 0,02% Actions
Manchester Capital Management LLC $11 526 300 0,02% Actions
Larson Financial Group LLC $10 371 393 0,02% Actions
Ameritas Advisory Services, LLC $9 553 362 0,02% Actions
Anfield Capital Management, LLC $9 357 300 0,02% Actions
MCGUIRE CAPITAL ADVISORS INC $8 709 330 0,02% Actions
Sankala Group LLC $8 284 284 0,02% Actions
Truvestments Capital LLC $7 099 269 0,01% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6 466 245 0,01% Actions
Financial Perspectives, Inc $5 832 221 0,01% Actions
Parallel Advisors, LLC $4 750 180 0,01% Actions
Sunbelt Securities, Inc. $4 211 135 0,01% Actions
Bullseye Investment Management, LLC $3 959 150 0,01% Actions
LANARK FINANCIAL, INC. $3 836 100 0,01% Actions
Blue Trust, Inc. $603 16 0,00% Actions
Cambridge Investment Research Advisors, Inc. $261 9 896 0,00% Actions
ASSETMARK, INC $77 2 0,00% Actions
Smithfield Trust Co $36 1 420 0,00% Actions
Forum Finance Group S.A. $5 215 0,00% Actions