HAUZ — Détenteurs institutionnels (13F)

119 déclarants · $932.2M 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $876 245 635 39 083 213 94,00% Actions
Bleakley Financial Group, LLC $26 044 325 1 161 656 2,79% Actions
AIRE ADVISORS, LLC $7 671 144 342 156 0,82% Actions
Cetera Investment Advisers $3 285 420 146 539 0,35% Actions
Clark Capital Management Group, Inc. $2 807 522 125 224 0,30% Actions
ENVESTNET ASSET MANAGEMENT INC $2 009 137 89 614 0,22% Actions
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $1 895 454 84 543 0,20% Actions
OSAIC HOLDINGS, INC. $1 671 350 74 545 0,18% Actions
LPL Financial LLC $1 462 104 65 214 0,16% Actions
AMERICAN FINANCIAL & TAX STRATEGIES INC $1 016 926 45 358 0,11% Actions
Orion Porfolio Solutions, LLC $925 904 41 298 0,10% Actions
JANE STREET GROUP, LLC $595 408 26 557 0,06% Actions
Cerity Partners LLC $547 300 24 396 0,06% Actions
AlphaCore Capital LLC $496 312 22 137 0,05% Actions
Corient Private Wealth LP $461 946 20 604 0,05% Actions
Creative Planning $443 804 19 795 0,05% Actions
Quantinno Capital Management LP $401 991 17 930 0,04% Actions
Mariner, LLC $368 671 16 444 0,04% Actions
Nuveen, LLC $348 437 15 542 0,04% Actions
Brand Asset Management Group, Inc. $347 892 15 517 0,04% Actions
AQR CAPITAL MANAGEMENT LLC $292 424 13 043 0,03% Actions
Focus Partners Wealth $288 165 12 853 0,03% Actions
Ellis Investment Partners, LLC $275 161 12 273 0,03% Actions
Strategic Financial Planning, Inc. $250 593 11 177 0,03% Actions
PRINCIPAL SECURITIES, INC. $243 100 10 843 0,03% Actions
Skopos Labs, Inc. $230 035 10 181 0,02% Actions
MERCER GLOBAL ADVISORS INC /ADV $226 352 10 096 0,02% Actions
Ariadne Wealth Management, LP $224 200 10 000 0,02% Actions
Ancora Advisors LLC $224 200 10 000 0,02% Actions
FMR LLC $187 923 8 382 0,02% Actions
BlackRock, Inc. $107 997 4 817 0,01% Actions
MORGAN STANLEY $76 204 3 398 0,01% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $70 809 3 158 0,01% Actions
Farther Finance Advisors, LLC $26 926 1 201 0,00% Actions
Aptus Capital Advisors, LLC $26 904 1 200 0,00% Actions
ROYAL BANK OF CANADA $24 000 1 105 0,00% Actions
Allworth Financial LP $22 914 1 022 0,00% Actions
CoreCap Advisors, LLC $21 680 967 0,00% Actions
US BANCORP \DE\ $21 568 962 0,00% Actions
Parallel Advisors, LLC $18 209 812 0,00% Actions
Global Retirement Partners, LLC $17 578 784 0,00% Actions
JONES FINANCIAL COMPANIES LLLP $17 527 780 0,00% Actions
CWM, LLC $17 083 756 0,00% Actions
Brooklyn FI, LLC $16 882 738 0,00% Actions
WELLS FARGO & COMPANY/MN $15 337 684 0,00% Actions
1620 INVESTMENT ADVISORS, INC. $15 268 681 0,00% Actions
HOEY INVESTMENTS, INC $12 331 550 0,00% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $11 748 524 0,00% Actions
UBS Group AG $9 058 404 0,00% Actions
AE Wealth Management LLC $8 856 395 0,00% Actions
BROWN BROTHERS HARRIMAN & CO $8 721 389 0,00% Actions
Dunhill Financial, LLC $6 681 298 0,00% Actions
Arax Advisory Partners $6 144 274 0,00% Actions
Crewe Advisors LLC $6 054 270 0,00% Actions
IFP Advisors, Inc $5 807 259 0,00% Actions
Iron Horse Wealth Management, LLC $5 740 251 0,00% Actions
Lodestone Wealth Management LLC $5 627 251 0,00% Actions
CIBC Private Wealth Group LLC $5 417 230 0,00% Actions
Atlantic Union Bankshares Corp $4 776 213 0,00% Actions
Tidemark, LLC $4 372 195 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3 683 163 0,00% Actions
MCF Advisors LLC $3 341 149 0,00% Actions
Geneos Wealth Management Inc. $3 273 146 0,00% Actions
BANK OF MONTREAL /CAN/ $3 206 143 0,00% Actions
Key Financial Inc $2 758 123 0,00% Actions
Cordant, Inc. $2 422 108 0,00% Actions
Russell Investments Group, Ltd. $2 040 91 0,00% Actions
CrossGen Wealth, LLC $2 040 91 0,00% Actions
Clearstead Advisors, LLC $1 906 85 0,00% Actions
Cassaday & Co Wealth Management LLC $1 794 80 0,00% Actions
SENTINEL TRUST CO LBA $1 755 78 300 0,00% Actions
Abound Wealth Management $1 718 76 0,00% Actions
Signature Equity Partners, LLC $1 659 74 0,00% Actions
Larson Financial Group LLC $1 367 61 0,00% Actions
Addison Advisors LLC $1 301 58 0,00% Actions
Downshift Financial, LLC $1 233 55 0,00% Actions
ASSETMARK, INC $1 211 54 0,00% Actions
PFS Partners, LLC $1 099 49 0,00% Actions
PNC Financial Services Group, Inc. $964 43 0,00% Actions
PRIVATE TRUST CO NA $942 42 0,00% Actions
CITIGROUP INC $852 38 0,00% Actions
Steward Partners Investment Advisory, LLC $785 35 0,00% Actions
HARBOUR INVESTMENTS, INC. $746 33 0,00% Actions
Cornerstone Planning Group LLC $732 32 0,00% Actions
Salomon & Ludwin, LLC $716 32 0,00% Actions
Glass Jacobson Investment Advisors llc $696 31 0,00% Actions
Ameritas Investment Partners, Inc. $680 30 0,00% Actions
True Wealth Design, LLC $561 25 0,00% Actions
HRT FINANCIAL LP $542 24 197 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $538 24 0,00% Actions
Betterment LLC $535 23 858 0,00% Actions
Sunbelt Securities, Inc. $525 23 0,00% Actions
Pinnacle Wealth Planning Services, Inc. $493 22 0,00% Actions
GHP Investment Advisors, Inc. $430 19 0,00% Actions
Investors Research Corp $429 19 0,00% Actions
GILL CAPITAL PARTNERS, LLC $426 19 0,00% Actions
Solstein Capital, LLC $426 19 0,00% Actions
Frazier Financial Advisors, LLC $395 18 0,00% Actions
SIGNATUREFD, LLC $381 17 0,00% Actions
MCGUIRE CAPITAL ADVISORS INC $381 17 0,00% Actions
CVA Family Office, LLC $314 14 0,00% Actions
Virtu Financial LLC $254 11 329 0,00% Actions
PARK AVENUE SECURITIES LLC $253 11 304 0,00% Actions
CENTRAL TRUST Co $225 10 0,00% Actions
Gunpowder Capital Management, LLC dba Oliver Wealth Management $224 10 0,00% Actions
Continuum Advisory, LLC $157 7 0,00% Actions
Signature Resources Capital Management, LLC $157 7 0,00% Actions
Ashton Thomas Private Wealth, LLC $157 7 0,00% Actions
Mosley Wealth Management $135 6 0,00% Actions
Smartleaf Asset Management LLC $90 4 0,00% Actions
Valued Wealth Advisors LLC $68 3 0,00% Actions
Financial Management Professionals, Inc. $45 2 0,00% Actions
HM PAYSON & CO $45 2 0,00% Actions
Activest Wealth Management $23 1 0,00% Actions
JPMORGAN CHASE & CO $5 0 0,00% Actions
PIN OAK INVESTMENT ADVISORS INC $2 96 0,00% Actions
Capital Analysts, LLC $1 33 0,00% Actions
BESSEMER GROUP INC $1 31 0,00% Actions
HANTZ FINANCIAL SERVICES, INC. $1 39 0,00% Actions