HFSI — Détenteurs institutionnels (13F)

82 déclarants · $741.2M 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
New England Capital Financial Advisors LLC $96 418 159 2 742 268 13,01% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91 389 007 2 599 232 12,33% Actions
BANK OF AMERICA CORP /DE/ $74 090 348 2 107 234 10,00% Actions
RAYMOND JAMES FINANCIAL INC $55 660 808 1 583 072 7,51% Actions
Hartford Funds Management Co LLC $54 822 949 1 559 242 7,40% Actions
BENJAMIN EDWARDS INC $34 051 264 968 502 4,59% Actions
Retirement Management Systems Inc. $29 280 651 832 783 3,95% Actions
Modern Wealth Management, LLC $27 201 066 773 637 3,67% Actions
OSAIC HOLDINGS, INC. $25 341 097 720 743 3,42% Actions
Bleakley Financial Group, LLC $22 613 014 643 146 3,05% Actions
Wealthspire Retirement, LLC $21 080 296 600 921 2,84% Actions
Centric Wealth Management $14 435 235 411 612 1,95% Actions
ROYAL BANK OF CANADA $13 702 000 389 715 1,85% Actions
ENVESTNET ASSET MANAGEMENT INC $13 104 536 372 711 1,77% Actions
JONES FINANCIAL COMPANIES LLLP $11 085 006 313 490 1,50% Actions
STIFEL FINANCIAL CORP $10 832 936 308 104 1,46% Actions
Live Oak Investment Partners $9 382 371 266 848 1,27% Actions
Focus Partners Wealth $8 977 407 255 309 1,21% Actions
Mutual Advisors, LLC $8 596 796 244 505 1,16% Actions
GREAT VALLEY ADVISOR GROUP, INC. $8 211 935 233 559 1,11% Actions
CITIZENS FINANCIAL GROUP INC/RI $7 950 094 225 038 1,07% Actions
LPL Financial LLC $7 414 998 210 893 1,00% Actions
MGO ONE SEVEN LLC $7 107 747 202 154 0,96% Actions
TRUIST FINANCIAL CORP $6 842 036 194 597 0,92% Actions
COMMONWEALTH EQUITY SERVICES, LLC $6 293 110 178 985 0,85% Actions
Retirement Planning Group, LLC $6 153 809 175 023 0,83% Actions
Sonoma Allocations LLC $6 026 654 171 553 0,81% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5 865 802 167 236 0,79% Actions
Private Advisor Group, LLC $5 710 772 162 423 0,77% Actions
Sanctuary Advisors, LLC $5 078 088 144 428 0,69% Actions
WNY Asset Management, LLC $3 826 236 108 824 0,52% Actions
DIVERSIFY WEALTH MANAGEMENT, LLC $3 600 890 103 237 0,49% Actions
Diversify Advisory Services, LLC $3 600 890 103 237 0,49% Actions
MML INVESTORS SERVICES, LLC $3 189 082 90 702 0,43% Actions
Strategic Blueprint, LLC $2 974 290 84 593 0,40% Actions
CARY STREET PARTNERS FINANCIAL LLC $2 697 827 76 730 0,36% Actions
JPMORGAN CHASE & CO $2 312 191 65 622 0,31% Actions
Beacon Pointe Advisors, LLC $2 298 585 65 375 0,31% Actions
Kovack Advisors, Inc. $1 792 404 51 047 0,24% Actions
&PARTNERS $1 525 225 43 039 0,21% Actions
Destiny Capital Corp/CO $1 335 539 37 985 0,18% Actions
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $1 311 679 37 306 0,18% Actions
EP Wealth Advisors, LLC $1 267 975 36 063 0,17% Actions
Cetera Investment Advisers $1 194 935 33 986 0,16% Actions
Steward Partners Investment Advisory, LLC $1 112 568 31 643 0,15% Actions
Hobart Private Capital, LLC $909 800 25 876 0,12% Actions
Mariner, LLC $788 182 22 417 0,11% Actions
AdvisorNet Financial, Inc $776 848 22 095 0,10% Actions
Arkadios Wealth Advisors $715 610 20 353 0,10% Actions
UPTICK PARTNERS, LLC $649 015 18 459 0,09% Actions
CORE WEALTH ADVISORS, LLC $632 564 17 991 0,09% Actions
SURIENCE PRIVATE WEALTH LLC $631 755 17 968 0,09% Actions
Evergreen Wealth Partners LLC $611 538 17 393 0,08% Actions
FLAGSHIP HARBOR ADVISORS, LLC $591 919 16 835 0,08% Actions
Marks Group Wealth Management, Inc $571 772 16 263 0,08% Actions
HARBOUR INVESTMENTS, INC. $556 426 15 826 0,08% Actions
Capital Investment Advisory Services, LLC $553 875 15 753 0,07% Actions
Concurrent Investment Advisors, LLC $488 927 13 906 0,07% Actions
CWC Advisors, LLC. $401 105 11 408 0,05% Actions
Vise Technologies, Inc. $383 947 10 920 0,05% Actions
Meridian Financial Advisors, LLC $332 842 9 466 0,04% Actions
Bright Futures Wealth Management, LLC. $329 578 9 374 0,04% Actions
StoneX Group Inc. $314 420 8 919 0,04% Actions
Cypress Wealth Services, LLC $308 865 8 785 0,04% Actions
Coquina Private Wealth LLC $293 691 8 353 0,04% Actions
AXXCESS WEALTH MANAGEMENT, LLC $245 522 6 983 0,03% Actions
Stonebridge Financial Group, LLC / MO $244 428 6 952 0,03% Actions
Summit Financial, LLC $239 818 6 788 0,03% Actions
ALEXANDER LABRUNERIE & CO., INC. $231 142 6 574 0,03% Actions
BARNES PETTEY FINANCIAL ADVISORS, LLC $201 358 5 726 0,03% Actions
Wealth Enhancement Trust Services, Inc. $192 466 5 474 0,03% Actions
IFP Advisors, Inc $98 202 2 793 0,01% Actions
Geneos Wealth Management Inc. $73 906 2 102 0,01% Actions
Continuum Advisory, LLC $30 800 876 0,00% Actions
Bogart Wealth, LLC $25 444 724 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $18 832 536 0,00% Actions
FSA Wealth Management LLC $7 112 200 0,00% Actions
MORGAN STANLEY $5 913 168 0,00% Actions
Rockefeller Capital Management L.P. $2 848 81 0,00% Actions
Cambridge Investment Research Advisors, Inc. $2 793 79 450 0,00% Actions
NATIXIS ADVISORS, LLC $2 229 63 397 0,00% Actions
Capital Analysts, LLC $183 5 206 0,00% Actions