IBTJ — Détenteurs institutionnels (13F)

230 déclarants · $1.1B 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
MORGAN STANLEY $74 673 745 3 449 133 6,95% Actions
BANK OF AMERICA CORP /DE/ $59 827 870 2 763 412 5,57% Actions
MERCER GLOBAL ADVISORS INC /ADV $55 869 838 2 580 593 5,20% Actions
WELLS FARGO & COMPANY/MN $38 244 487 1 766 489 3,56% Actions
Brookstone Capital Management $36 823 380 1 700 849 3,43% Actions
TRUE Private Wealth Advisors $36 154 841 1 669 970 3,36% Actions
Financial Advisory Corp $34 606 628 1 598 459 3,22% Actions
RAYMOND JAMES FINANCIAL INC $31 063 249 1 434 792 2,89% Actions
Asset Advisors Investment Management, LLC $29 026 480 1 340 715 2,70% Actions
ENVESTNET ASSET MANAGEMENT INC $28 046 960 1 295 472 2,61% Actions
UNITED CAPITAL FINANCIAL ADVISORS, LLC $27 556 560 1 273 661 2,56% Actions
BlackRock, Inc. $26 430 645 1 220 815 2,46% Actions
HENGEHOLD CAPITAL MANAGEMENT LLC $24 138 560 1 114 945 2,25% Actions
AMERIPRISE FINANCIAL INC $22 482 348 1 039 013 2,09% Actions
HM PAYSON & CO $20 807 243 961 074 1,94% Actions
ATWOOD & PALMER INC $20 756 432 958 727 1,93% Actions
UBS Group AG $20 300 729 937 678 1,89% Actions
Journey Advisory Group, LLC $17 509 156 808 737 1,63% Actions
COMMONWEALTH EQUITY SERVICES, LLC $17 118 207 790 679 1,59% Actions
Arax Advisory Partners $16 928 439 781 914 1,57% Actions
CWM, LLC $16 527 834 756 665 1,54% Actions
Denver PWM, LLC $14 786 473 685 352 1,38% Actions
MKT Advisors LLC $14 274 094 661 757 1,33% Actions
LPL Financial LLC $13 874 185 640 840 1,29% Actions
Merit Financial Group, LLC $12 735 821 588 260 1,18% Actions
Wealth Management Strategies, Inc. $12 504 497 577 575 1,16% Actions
Krilogy Financial LLC $12 173 424 562 283 1,13% Actions
Integrated Wealth Concepts LLC $12 148 719 561 142 1,13% Actions
Legacy Private Trust Co. $12 027 917 555 562 1,12% Actions
Stratos Wealth Partners, LTD. $11 549 271 533 453 1,07% Actions
Probity Advisors, Inc. $11 485 126 530 491 1,07% Actions
SHELTON WEALTH MANAGEMENT, LLC $10 851 218 501 211 1,01% Actions
NewEdge Advisors, LLC $10 824 498 499 976 1,01% Actions
ES4, LLC $10 605 487 457 923 0,99% Actions
Heartwood Wealth Advisors LLC $9 661 399 446 254 0,90% Actions
Waycross Investment Management Co $9 594 695 443 173 0,89% Actions
EIGHT 31 FINANCIAL, LLC $9 451 589 436 563 0,88% Actions
D.A. DAVIDSON & CO. $8 287 577 382 798 0,77% Actions
Robertson Stephens Wealth Management, LLC $8 078 579 373 145 0,75% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7 015 199 324 028 0,65% Actions
SPRENG CAPITAL MANAGEMENT, INC. $6 982 493 322 517 0,65% Actions
FORONJY FINANCIAL LLC $6 832 107 315 571 0,64% Actions
CONFLUENCE INVESTMENT MANAGEMENT LLC $6 680 823 314 762 0,62% Actions
FAGAN ASSOCIATES, INC. $6 369 770 294 216 0,59% Actions
OSAIC HOLDINGS, INC. $6 297 617 290 713 0,59% Actions
STIFEL FINANCIAL CORP $5 974 957 275 978 0,56% Actions
CENTRAL TRUST Co $5 952 560 274 945 0,55% Actions
REBALANCE, LLC $5 854 912 270 435 0,54% Actions
Baird Financial Group, Inc. $5 618 067 259 495 0,52% Actions
Stockman Wealth Management, Inc. $5 541 066 255 938 0,52% Actions
Baltimore-Washington Financial Advisors, Inc. $5 493 233 253 729 0,51% Actions
Asset Dedication, LLC $5 365 477 247 828 0,50% Actions
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $5 146 638 237 720 0,48% Actions
Belpointe Asset Management LLC $4 810 023 222 170 0,45% Actions
Accretive Wealth Partners, LLC $4 371 893 201 935 0,41% Actions
ROYAL BANK OF CANADA $3 957 000 182 778 0,37% Actions
Portland Global Advisors LLC $3 873 986 178 937 0,36% Actions
Financial Engines Advisors L.L.C. $3 872 097 178 850 0,36% Actions
HOWLAND CAPITAL MANAGEMENT LLC $3 817 588 176 332 0,36% Actions
Northstar Group, Inc. $3 701 869 170 987 0,34% Actions
SIGNATUREFD, LLC $3 658 525 168 985 0,34% Actions
Parallel Advisors, LLC $3 456 649 159 660 0,32% Actions
MV CAPITAL MANAGEMENT, INC. $3 090 711 142 758 0,29% Actions
SCS Capital Management LLC $2 870 140 132 570 0,27% Actions
Cetera Investment Advisers $2 835 548 130 972 0,26% Actions
Sanctuary Advisors, LLC $2 681 679 123 865 0,25% Actions
Apella Capital, LLC $2 667 138 123 650 0,25% Actions
LEAVELL INVESTMENT MANAGEMENT, INC. $2 545 369 117 569 0,24% Actions
Hughes Financial Services, LLC $2 226 356 102 834 0,21% Actions
Valmark Advisers, Inc. $2 192 387 101 265 0,20% Actions
TITLEIST ASSET MANAGEMENT, LLC $2 153 829 99 482 0,20% Actions
HighTower Advisors, LLC $1 829 867 84 520 0,17% Actions
Leo Wealth, LLC $1 800 642 82 436 0,17% Actions
Atria Investments, Inc $1 775 368 82 003 0,17% Actions
Allworth Financial LP $1 712 927 79 119 0,16% Actions
Midwest Professional Planners, LTD. $1 661 075 76 724 0,15% Actions
Associated Banc-Corp $1 499 110 69 243 0,14% Actions
Montecito Bank & Trust $1 473 312 69 414 0,14% Actions
SUMMITPOINT CAPITAL MANAGEMENT $1 452 276 67 080 0,14% Actions
IFP Advisors, Inc $1 439 357 66 483 0,13% Actions
CAPTRUST FINANCIAL ADVISORS $1 425 826 65 858 0,13% Actions
Reliant Wealth Planning $1 327 469 61 315 0,12% Actions
JIM SAULNIER & ASSOCIATES, LLC $1 317 177 60 840 0,12% Actions
GOLDMAN SACHS GROUP INC $1 301 187 60 101 0,12% Actions
KING LUTHER CAPITAL MANAGEMENT CORP $1 290 557 59 610 0,12% Actions
Foundry Financial Group, Inc. $1 289 193 59 547 0,12% Actions
BIP Wealth, LLC $1 253 553 57 901 0,12% Actions
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1 223 334 56 505 0,11% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 075 875 49 694 0,10% Actions
Snowden Capital Advisors LLC $943 040 43 558 0,09% Actions
Cerity Partners LLC $926 393 42 790 0,09% Actions
MOULTON WEALTH MANAGEMENT, INC $914 733 42 408 0,09% Actions
KFG WEALTH MANAGEMENT, LLC $897 177 41 440 0,08% Actions
Atlantic Private Wealth, LLC $890 226 41 119 0,08% Actions
Compass Ion Advisors, LLC $824 673 38 091 0,08% Actions
DUNCKER STREETT & CO INC $817 078 37 740 0,08% Actions
Great Diamond Partners, LLC $802 674 37 075 0,07% Actions
CARY STREET PARTNERS FINANCIAL LLC $782 886 36 161 0,07% Actions
KOM Wealth Management Group, LLC $771 510 35 636 0,07% Actions
Chris Bulman Inc $770 550 35 591 0,07% Actions
Community Financial Services Group, LLC $741 534 34 386 0,07% Actions
Capital Investment Advisors, LLC $720 295 33 270 0,07% Actions
BENJAMIN EDWARDS INC $716 495 33 094 0,07% Actions
AQR CAPITAL MANAGEMENT LLC $702 543 32 450 0,07% Actions
L2 Asset Management, LLC $699 833 32 325 0,07% Actions
Mendota Financial Group, LLC $688 615 31 807 0,06% Actions
HARBOUR INVESTMENTS, INC. $635 554 29 356 0,06% Actions
Keeler Thomas Management LLC $626 127 28 920 0,06% Actions
Granite Harbor Advisors, Inc. $623 975 28 821 0,06% Actions
Straight Path Wealth Management $619 796 28 628 0,06% Actions
Independent Advisor Alliance $604 533 27 923 0,06% Actions
Blake Schutter Theil Wealth Advisors, LLC $594 098 27 441 0,06% Actions
Creative Planning $579 527 26 768 0,05% Actions
NATIONAL BANK OF CANADA /FI/ $567 660 26 232 0,05% Actions
MML INVESTORS SERVICES, LLC $535 411 24 730 0,05% Actions
Modern Wealth Management, LLC $524 666 24 234 0,05% Actions
SCHMIDT P J INVESTMENT MANAGEMENT INC $521 364 24 081 0,05% Actions
TABLEAUX LLC $502 821 23 225 0,05% Actions
FIFTH THIRD BANCORP $492 776 22 761 0,05% Actions
Old Port Advisors $488 511 22 564 0,05% Actions
Daybright Advisory Services, Inc. $466 700 21 652 0,04% Actions
Kestra Advisory Services, LLC $451 531 20 856 0,04% Actions
Austin Private Wealth, LLC $450 442 20 526 0,04% Actions
DecisionMap Wealth Management, LLC $439 538 20 302 0,04% Actions
Jacobi Capital Management LLC $427 369 19 740 0,04% Actions
Heartland Bank & Trust Co $424 102 19 589 0,04% Actions
Walleye Partners, LLC $416 799 19 252 0,04% Actions
Atwater Malick LLC $398 966 18 428 0,04% Actions
SMITHBRIDGE ASSET MANAGEMENT INC/DE $398 360 18 400 0,04% Actions
Prime Capital Investment Advisors, LLC $394 098 18 203 0,04% Actions
Beacon Pointe Advisors, LLC $379 705 17 538 0,04% Actions
Black Maple Capital Management LP $378 875 17 500 0,04% Actions
Summit Wealth Partners, LLC $376 161 17 375 0,03% Actions
STAR Financial Bank $374 956 17 319 0,03% Actions
CGN Advisors LLC $372 921 17 225 0,03% Actions
XY Planning Network, Inc. $372 921 17 225 0,03% Actions
JOHNSON INVESTMENT COUNSEL INC $372 228 17 193 0,03% Actions
Madrid Wealth Management, LLC $365 907 16 901 0,03% Actions
Kestra Investment Management, LLC $364 736 16 847 0,03% Actions
Signature Wealth Management Group $363 708 16 651 0,03% Actions
Towne Trust Company, N.A $356 922 16 486 0,03% Actions
BARRETT & COMPANY, INC. $353 631 16 334 0,03% Actions
OneDigital Investment Advisors LLC $352 462 16 280 0,03% Actions
TRANSCEND CAPITAL ADVISORS, LLC $344 776 15 925 0,03% Actions
FULLCIRCLE WEALTH LLC $343 609 15 672 0,03% Actions
COWA, LLC $340 446 15 725 0,03% Actions
Trinity Wealth Management, LLC $340 381 15 722 0,03% Actions
Prosperity Planning, Inc. $340 273 15 578 0,03% Actions
Single Point Partners, LLC $331 440 15 309 0,03% Actions
Safeguard Financial, LLC $328 556 15 092 0,03% Actions
LBMC INVESTMENT ADVISORS, LLC $318 818 14 726 0,03% Actions
Element Wealth, LLC $314 380 14 521 0,03% Actions
Cyr Financial Inc. $311 349 14 381 0,03% Actions
Cambridge Financial Group, LLC $303 339 14 011 0,03% Actions
JAMES INVESTMENT RESEARCH, INC. $296 518 13 696 0,03% Actions
Crews Bank & Trust $294 224 13 590 0,03% Actions
COLDSTREAM CAPITAL MANAGEMENT INC $290 673 13 426 0,03% Actions
MLP3, LLC $289 667 13 261 0,03% Actions
Madden Advisory Services, Inc. $287 837 13 295 0,03% Actions
LIBERTY WEALTH MANAGEMENT LLC $282 755 12 945 0,03% Actions
LEVEL FOUR ADVISORY SERVICES, LLC $282 741 13 059 0,03% Actions
PRINCIPAL SECURITIES, INC. $282 554 13 051 0,03% Actions
JANE STREET GROUP, LLC $280 779 12 969 0,03% Actions
Advisory Services Network, LLC $280 624 12 962 0,03% Actions
Physician Wealth Advisors, Inc. $280 055 12 936 0,03% Actions
Koss-Olinger Consulting, LLC $279 775 12 923 0,03% Actions
MILESTONE ASSET MANAGEMENT, LLC $277 878 12 835 0,03% Actions
Alamar Capital Management, LLC $274 955 12 700 0,03% Actions
Jaffetilchin Investment Partners, LLC $268 366 12 286 0,02% Actions
CFS Investment Advisory Services, LLC $267 602 12 389 0,02% Actions
Conrad Siegel Investment Advisors, Inc. $265 727 12 274 0,02% Actions
Guidance Point Advisors, LLC $262 225 12 112 0,02% Actions
Autumn Glory Partners, LLC $260 103 12 014 0,02% Actions
Vestmark Advisory Solutions, Inc. $257 664 11 901 0,02% Actions
O'Brien Wealth Partners LLC $253 267 11 541 0,02% Actions
Highland Financial Advisors, LLC $253 262 11 698 0,02% Actions
Resonant Capital Advisors, LLC $251 205 11 603 0,02% Actions
MGO ONE SEVEN LLC $239 511 11 063 0,02% Actions
Global Retirement Partners, LLC $234 967 10 853 0,02% Actions
Trust Co $224 377 10 272 0,02% Actions
Apollon Wealth Management, LLC $217 971 10 068 0,02% Actions
Avidian Wealth Enterprises, LLC $213 512 9 862 0,02% Actions
Foundations Investment Advisors, LLC $206 329 9 530 0,02% Actions
Penobscot Investment Management Company, Inc. $205 675 9 500 0,02% Actions
KINTRA WEALTH, LLC $205 058 9 500 0,02% Actions
WASHINGTON TRUST Co $202 687 9 362 0,02% Actions
Koshinski Asset Management, Inc. $202 604 9 358 0,02% Actions
Talon Private Wealth, LLC $202 482 9 352 0,02% Actions
Focus Partners Wealth $202 471 9 352 0,02% Actions
Atlantic Union Bankshares Corp $136 850 6 321 0,01% Actions
Cherry Tree Wealth Management, LLC $136 210 6 291 0,01% Actions
High Note Wealth, LLC $124 358 5 744 0,01% Actions
Hills Bank & Trust Co $118 685 5 482 0,01% Actions
Spectrum Wealth Counsel, LLC $114 641 5 266 0,01% Actions
Pinnacle Bancorp, Inc. $114 247 5 277 0,01% Actions
Key Financial Inc $108 142 4 995 0,01% Actions
Farther Finance Advisors, LLC $99 885 4 614 0,01% Actions
Lowe fs, LLC $95 921 4 369 0,01% Actions
US BANCORP \DE\ $88 657 4 095 0,01% Actions
Hara Capital LLC $86 600 4 000 0,01% Actions
FIDUCIARY FINANCIAL ADVISORS $84 040 3 882 0,01% Actions
CNB Bank $81 902 3 783 0,01% Actions
Steward Partners Investment Advisory, LLC $80 646 3 725 0,01% Actions
AllSquare Wealth Management LLC $76 733 3 495 0,01% Actions
Bogart Wealth, LLC $69 367 3 204 0,01% Actions
2UniFi Bank $61 925 2 835 0,01% Actions
COMERICA BANK $60 085 2 738 0,01% Actions
Longview Financial Advisors LLC $56 182 2 595 0,01% Actions
BANK OF MONTREAL /CAN/ $50 788 2 346 0,00% Actions
MCF Advisors LLC $49 904 2 305 0,00% Actions
Hyposwiss Advisors SA $49 362 2 280 0,00% Actions
TD Capital Management LLC $45 552 2 104 0,00% Actions
Basepoint Wealth LLC $43 759 2 021 0,00% Actions
Robbins Farley $19 745 912 0,00% Actions
PARK AVENUE SECURITIES LLC $8 576 396 112 0,00% Actions
GILPIN WEALTH MANAGEMENT, LLC $8 401 388 0,00% Actions
Janney Montgomery Scott LLC $5 707 263 619 0,00% Actions
AE Wealth Management LLC $5 239 242 0,00% Actions
BOSTON FAMILY OFFICE LLC $3 987 184 177 0,00% Actions
THOROUGHBRED FINANCIAL SERVICES, LLC $3 590 165 829 0,00% Actions
PNC Financial Services Group, Inc. $1 386 64 0,00% Actions
Larson Financial Group LLC $1 169 54 0,00% Actions
Thrivent Financial for Lutherans $1 054 48 658 0,00% Actions
Cambridge Investment Research Advisors, Inc. $940 43 414 0,00% Actions
LANARK FINANCIAL, INC. $562 26 0,00% Actions
Opus Capital Group, LLC $301 13 900 0,00% Actions
FMR LLC $289 13 0,00% Actions
First PREMIER Bank $78 3 590 0,00% Actions
JPMORGAN CHASE & CO $22 1 0,00% Actions
Hemington Wealth Management $0 39 0,00% Actions