HQL — Détenteurs institutionnels (13F)

86 déclarants · $135.3M 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
MORGAN STANLEY $35 454 713 1 771 848 26,20% Actions
RAYMOND JAMES FINANCIAL INC $13 789 574 689 134 10,19% Actions
LPL Financial LLC $10 288 368 514 161 7,60% Actions
Allspring Global Investments Holdings, LLC $9 107 031 455 124 6,73% Actions
NEEDHAM INVESTMENT MANAGEMENT LLC $8 865 250 443 041 6,55% Actions
FLAGSHIP HARBOR ADVISORS, LLC $8 019 293 400 765 5,93% Actions
AMERIPRISE FINANCIAL INC $3 913 082 195 451 2,89% Actions
180 WEALTH ADVISORS, LLC $3 058 108 152 829 2,26% Actions
RIVERNORTH CAPITAL MANAGEMENT, LLC $3 001 500 150 000 2,22% Actions
Advisors Asset Management, Inc. $2 824 645 168 334 2,09% Actions
Formidable Asset Management, LLC $2 688 504 165 243 1,99% Actions
ROYAL BANK OF CANADA $2 495 000 124 679 1,84% Actions
BANK OF AMERICA CORP /DE/ $2 448 708 122 374 1,81% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1 858 909 92 899 1,37% Actions
UHLMANN PRICE SECURITIES, LLC $1 631 156 81 518 1,21% Actions
Saba Capital Management, L.P. $1 562 681 78 095 1,15% Actions
1607 Capital Partners, LLC $1 528 504 76 387 1,13% Actions
World Investment Advisors $1 480 836 91 016 1,09% Actions
Z3 Capital Partners, LLC $1 441 320 72 030 1,06% Actions
Steward Partners Investment Advisory, LLC $1 375 109 68 721 1,02% Actions
GUGGENHEIM CAPITAL LLC $1 347 034 67 318 1,00% Actions
STIFEL FINANCIAL CORP $1 217 710 60 855 0,90% Actions
FIRST TRUST ADVISORS LP $1 130 104 56 477 0,84% Actions
Invesco Ltd. $1 079 720 53 959 0,80% Actions
Rockefeller Capital Management L.P. $944 792 47 216 0,70% Actions
OSAIC HOLDINGS, INC. $912 585 45 601 0,67% Actions
Kingsview Wealth Management, LLC $714 676 35 716 0,53% Actions
STEPHENS INC /AR/ $630 515 31 510 0,47% Actions
Closed-End Fund Advisors, Inc. $603 722 30 171 0,45% Actions
ENVESTNET ASSET MANAGEMENT INC $600 520 30 011 0,44% Actions
KPP Advisory Services LLC $505 275 25 251 0,37% Actions
Private Advisor Group, LLC $468 324 23 405 0,35% Actions
PMG Family Office LLC $466 473 23 312 0,34% Actions
XTX Topco Ltd $464 912 23 234 0,34% Actions
COMMONWEALTH EQUITY SERVICES, LLC $426 436 21 311 0,32% Actions
UBS Group AG $407 103 20 345 0,30% Actions
NewEdge Advisors, LLC $403 509 20 165 0,30% Actions
JANE STREET GROUP, LLC $365 983 18 290 0,27% Actions
OPPENHEIMER & CO INC $359 700 17 976 0,27% Actions
Atlantic Union Bankshares Corp $356 338 17 808 0,26% Actions
DECISION INVESTMENTS, INC $345 253 17 254 0,26% Actions
Atlas Wealth LLC $303 552 15 170 0,22% Actions
Almitas Capital LLC $297 649 14 875 0,22% Actions
CITADEL ADVISORS LLC $287 264 14 356 0,21% Actions
INDEPENDENT FINANCIAL GROUP, LLC $267 675 13 377 0,20% Actions
Live Oak Private Wealth LLC $264 592 13 223 0,20% Actions
Merit Financial Group, LLC $261 654 13 076 0,19% Actions
EVOLVE PRIVATE WEALTH, LLC $244 062 12 197 0,18% Actions
Wealthcare Advisory Partners LLC $237 639 11 876 0,18% Actions
Stratos Wealth Partners, LTD. $233 317 11 660 0,17% Actions
Cetera Investment Advisers $224 656 11 227 0,17% Actions
Shaker Financial Services, LLC $220 631 11 026 0,16% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $216 712 10 686 0,16% Actions
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $214 107 10 700 0,16% Actions
Baldwin Investment Management, LLC $208 323 10 411 0,15% Actions
Thomas J. Herzfeld Advisors, Inc. $183 912 9 191 0,14% Actions
CWM, LLC $163 595 10 055 0,12% Actions
WOLVERINE ASSET MANAGEMENT LLC $151 756 7 584 0,11% Actions
Global Retirement Partners, LLC $122 613 6 128 0,09% Actions
PNC Financial Services Group, Inc. $96 608 4 828 0,07% Actions
COMERICA BANK $78 499 4 678 0,06% Actions
WELLS FARGO & COMPANY/MN $69 335 3 465 0,05% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $56 248 2 811 0,04% Actions
CAROLINAS WEALTH CONSULTING LLC $43 996 3 467 0,03% Actions
BankPlus Trust Department $42 701 2 134 0,03% Actions
Pinnacle Wealth Planning Services, Inc. $39 800 1 989 0,03% Actions
FIFTH THIRD BANCORP $36 107 1 804 0,03% Actions
VSM Wealth Advisory, LLC $34 544 1 726 0,03% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23 372 1 168 0,02% Actions
HARBOUR INVESTMENTS, INC. $22 801 1 139 0,02% Actions
Costello Asset Management, INC $22 225 1 111 0,02% Actions
WPG Advisers, LLC $18 884 944 0,01% Actions
Penserra Capital Management LLC $16 786 838 890 0,01% Actions
Buck Wealth Strategies, LLC $13 939 697 0,01% Actions
CoreCap Advisors, LLC $10 685 534 0,01% Actions
Newton One Investments LLC $10 246 512 0,01% Actions
ASSETMARK, INC $7 524 376 0,01% Actions
SALEM INVESTMENT COUNSELORS INC $2 502 125 0,00% Actions
Janney Montgomery Scott LLC $2 236 111 730 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 564 78 146 0,00% Actions
WHITTIER TRUST CO OF NEVADA INC $784 38 0,00% Actions
Nexus Investment Management ULC $640 32 0,00% Actions
WEDBUSH SECURITIES INC $319 15 960 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $212 13 0,00% Actions
HUNTINGTON NATIONAL BANK $120 6 0,00% Actions
JFS WEALTH ADVISORS, LLC $49 3 0,00% Actions