IBMT — Détenteurs institutionnels (13F)
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC | $16 715 863 | 647 902 | 16,74% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $12 345 223 | 478 497 | 12,36% | Actions |
| Vishria Bird Financial Group, LLC | $10 567 888 | 408 263 | 10,58% | Actions |
| US BANCORP \DE\ | $5 804 923 | 224 997 | 5,81% | Actions |
| BANK OF AMERICA CORP /DE/ | $4 058 315 | 157 299 | 4,06% | Actions |
| Praetorian Wealth Management, Inc. | $3 653 538 | 141 610 | 3,66% | Actions |
| LBMC INVESTMENT ADVISORS, LLC | $3 408 180 | 132 100 | 3,41% | Actions |
| Hills Bank & Trust Co | $2 894 528 | 112 191 | 2,90% | Actions |
| Quantum Financial Advisors, LLC | $2 674 547 | 103 665 | 2,68% | Actions |
| Focus Partners Wealth | $2 602 059 | 100 855 | 2,61% | Actions |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2 512 920 | 97 400 | 2,52% | Actions |
| ASSETMARK, INC | $2 133 608 | 82 698 | 2,14% | Actions |
| Ellis Investment Partners, LLC | $1 839 383 | 71 293 | 1,84% | Actions |
| ROYAL BANK OF CANADA | $1 478 000 | 57 275 | 1,48% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 200 830 | 46 544 | 1,20% | Actions |
| Kestra Advisory Services, LLC | $1 186 195 | 45 977 | 1,19% | Actions |
| NewEdge Advisors, LLC | $1 040 616 | 40 334 | 1,04% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1 034 090 | 40 081 | 1,04% | Actions |
| GC Wealth Management RIA, LLC | $1 015 540 | 39 362 | 1,02% | Actions |
| CENTRAL TRUST Co | $985 741 | 38 207 | 0,99% | Actions |
| SPINNAKER TRUST | $945 080 | 36 631 | 0,95% | Actions |
| Jacobi Capital Management LLC | $944 744 | 36 618 | 0,95% | Actions |
| Curbstone Financial Management Corp | $940 410 | 36 450 | 0,94% | Actions |
| Atlantic Union Bankshares Corp | $934 553 | 36 223 | 0,94% | Actions |
| UBS Group AG | $844 253 | 32 723 | 0,85% | Actions |
| Cyndeo Wealth Partners, LLC | $827 699 | 32 081 | 0,83% | Actions |
| Valmark Advisers, Inc. | $803 515 | 31 144 | 0,80% | Actions |
| GOLDMAN SACHS GROUP INC | $790 925 | 30 656 | 0,79% | Actions |
| CWM, LLC | $731 635 | 28 505 | 0,73% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $710 274 | 27 530 | 0,71% | Actions |
| IFP Advisors, Inc | $643 916 | 24 958 | 0,64% | Actions |
| LPL Financial LLC | $635 934 | 24 649 | 0,64% | Actions |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $628 230 | 24 350 | 0,63% | Actions |
| Sanctuary Advisors, LLC | $613 747 | 23 789 | 0,61% | Actions |
| STIFEL FINANCIAL CORP | $584 036 | 22 637 | 0,58% | Actions |
| Godshalk Welsh Capital Management, Inc. | $541 800 | 21 000 | 0,54% | Actions |
| Rossmore Private Capital | $527 713 | 20 454 | 0,53% | Actions |
| Paradigm, Strategies in Wealth Management, LLC | $513 575 | 19 906 | 0,51% | Actions |
| Aspen Wealth Management LLC | $502 403 | 19 473 | 0,50% | Actions |
| Newman Dignan & Sheerar, Inc. | $490 333 | 19 005 | 0,49% | Actions |
| Beacon Pointe Advisors, LLC | $443 521 | 17 191 | 0,44% | Actions |
| RAYMOND JAMES FINANCIAL INC | $440 303 | 17 066 | 0,44% | Actions |
| Parallel Advisors, LLC | $402 480 | 15 600 | 0,40% | Actions |
| SIGMA INVESTMENT COUNSELORS INC | $375 507 | 14 630 | 0,38% | Actions |
| HOWLAND CAPITAL MANAGEMENT LLC | $370 488 | 14 360 | 0,37% | Actions |
| Balefire, LLC | $335 323 | 12 997 | 0,34% | Actions |
| IFG Advisory, LLC | $306 211 | 11 869 | 0,31% | Actions |
| Syntegra Private Wealth Group, LLC | $299 048 | 11 591 | 0,30% | Actions |
| Pacific Excel Wealth Advisors, Inc. | $281 813 | 10 923 | 0,28% | Actions |
| Heritage Family Offices, LLP | $281 813 | 10 923 | 0,28% | Actions |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $279 672 | 10 840 | 0,28% | Actions |
| Sterling Investment Advisors, Ltd. | $277 995 | 10 775 | 0,28% | Actions |
| MEMBERS WEALTH LLC | $254 568 | 9 867 | 0,25% | Actions |
| Capital Investment Advisors, LLC | $253 032 | 9 807 | 0,25% | Actions |
| Cornell Pochily Investment Advisors, Inc. | $232 071 | 8 995 | 0,23% | Actions |
| Archford Capital Strategies, LLC | $220 384 | 8 542 | 0,22% | Actions |
| Cetera Investment Advisers | $214 217 | 8 303 | 0,21% | Actions |
| Carnegie Investment Counsel | $206 400 | 8 000 | 0,21% | Actions |
| MORGAN STANLEY | $187 927 | 7 284 | 0,19% | Actions |
| Addison Advisors LLC | $130 806 | 5 070 | 0,13% | Actions |
| Crews Bank & Trust | $109 650 | 4 250 | 0,11% | Actions |
| Princeton Global Asset Management LLC | $100 104 | 3 880 | 0,10% | Actions |
| 10Elms LLP | $90 300 | 3 500 | 0,09% | Actions |
| HARBOUR INVESTMENTS, INC. | $88 261 | 3 421 | 0,09% | Actions |
| Global Retirement Partners, LLC | $81 760 | 3 169 | 0,08% | Actions |
| MidFirst Bank | $79 206 | 3 070 | 0,08% | Actions |
| JPMORGAN CHASE & CO | $47 067 | 1 825 | 0,05% | Actions |
| OSAIC HOLDINGS, INC. | $41 280 | 1 600 | 0,04% | Actions |
| Sarver Vrooman Wealth Advisors | $38 864 | 1 576 | 0,04% | Actions |
| ADIRONDACK TRUST CO | $34 919 | 1 354 | 0,03% | Actions |
| BARRETT & COMPANY, INC. | $25 800 | 1 000 | 0,03% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18 266 | 708 | 0,02% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $12 163 | 472 | 0,01% | Actions |
| BlackRock, Inc. | $1 677 | 65 | 0,00% | Actions |