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Détenteurs institutionnels (13F) 113 déclarants · $286.9M 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.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
12 (-10 vs T. préc.) 17 (+13 vs T. préc.) 56 (+1 vs T. préc.) 16 (0 vs T. préc.) -95K

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
Krilogy Financial LLC $59 419 508 2 618 176 20,71% Actions
UBS Group AG $22 153 974 976 161 7,72% Actions
CONFLUENCE INVESTMENT MANAGEMENT LLC $16 700 047 735 847 5,82% Actions
RAYMOND JAMES FINANCIAL INC $11 090 751 488 687 3,87% Actions
D.A. DAVIDSON & CO. $10 510 348 463 113 3,66% Actions
TRUIST FINANCIAL CORP $10 204 783 449 649 3,56% Actions
TITLEIST ASSET MANAGEMENT, LLC $9 972 070 439 395 3,48% Actions
Probity Advisors, Inc. $9 859 168 434 420 3,44% Actions
ENVESTNET ASSET MANAGEMENT INC $8 948 241 394 282 3,12% Actions
Snowden Capital Advisors LLC $8 497 216 374 409 2,96% Actions
Legacy Private Trust Co. $8 460 991 372 813 2,95% Actions
UNITED CAPITAL FINANCIAL ADVISORS, LLC $7 845 603 345 777 2,74% Actions
AMERIPRISE FINANCIAL INC $7 438 256 328 090 2,59% Actions
HighTower Advisors, LLC $6 826 232 300 781 2,38% Actions
Atlantic Private Wealth, LLC $6 672 071 293 989 2,33% Actions
MERCER GLOBAL ADVISORS INC /ADV $5 006 874 220 616 1,75% Actions
Asset Dedication, LLC $4 996 416 220 155 1,74% Actions
Stockman Wealth Management, Inc. $4 960 857 218 588 1,73% Actions
Yoder Wealth Management, Inc. $4 920 594 216 814 1,72% Actions
Accretive Wealth Partners, LLC $4 150 417 182 878 1,45% Actions
Parallel Advisors, LLC $4 030 307 177 585 1,41% Actions
LPL Financial LLC $3 843 725 169 364 1,34% Actions
JAMES INVESTMENT RESEARCH, INC. $3 726 253 164 188 1,30% Actions
NewEdge Advisors, LLC $3 584 587 157 946 1,25% Actions
ROYAL BANK OF CANADA $2 945 000 129 762 1,03% Actions
GOLDMAN SACHS GROUP INC $2 756 262 121 448 0,96% Actions
STIFEL FINANCIAL CORP $2 704 287 119 158 0,94% Actions
CENTRAL TRUST Co $2 683 095 118 224 0,94% Actions
Cetera Investment Advisers $1 510 011 66 535 0,53% Actions
COUNTRY CLUB BANK /GFN $1 358 339 58 739 0,47% Actions
Private Advisor Group, LLC $1 247 027 54 947 0,43% Actions
Cushing Capital Partners, LLC $1 223 987 53 932 0,43% Actions
CWM, LLC $1 216 091 53 034 0,42% Actions
IFP Advisors, Inc $1 203 266 53 019 0,42% Actions
Visionary Wealth Advisors $1 201 724 52 951 0,42% Actions
VERUS CAPITAL PARTNERS, LLC $1 122 309 49 452 0,39% Actions
Integrated Wealth Concepts LLC $1 063 127 46 844 0,37% Actions
Reliant Wealth Planning $924 889 40 753 0,32% Actions
COMMONWEALTH EQUITY SERVICES, LLC $816 381 35 972 0,28% Actions
BENJAMIN EDWARDS INC $724 401 31 918 0,25% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $684 254 30 150 0,24% Actions
CAPTRUST FINANCIAL ADVISORS $670 333 29 537 0,23% Actions
L2 Asset Management, LLC $661 554 29 150 0,23% Actions
WELLS FARGO & COMPANY/MN $658 927 29 034 0,23% Actions
Financial Engines Advisors L.L.C. $617 894 27 226 0,22% Actions
LEAVELL INVESTMENT MANAGEMENT, INC. $612 425 26 985 0,21% Actions
Kestra Advisory Services, LLC $606 774 26 736 0,21% Actions
4WEALTH ADVISORS, INC. $601 200 26 386 0,21% Actions
AQR CAPITAL MANAGEMENT LLC $595 290 26 230 0,21% Actions
BANK OF AMERICA CORP /DE/ $590 138 26 003 0,21% Actions
Modern Wealth Management, LLC $544 135 23 976 0,19% Actions
JANE STREET GROUP, LLC $526 274 23 189 0,18% Actions
MML INVESTORS SERVICES, LLC $514 917 22 689 0,18% Actions
Associated Banc-Corp $514 495 22 670 0,18% Actions
HEADINVEST, LLC $467 562 20 602 0,16% Actions
MOULTON WEALTH MANAGEMENT, INC $461 176 20 401 0,16% Actions
Jacobi Capital Management LLC $398 834 17 574 0,14% Actions
Leo Wealth, LLC $394 967 17 225 0,14% Actions
Belpointe Asset Management LLC $378 893 16 695 0,13% Actions
OSAIC HOLDINGS, INC. $371 946 16 387 0,13% Actions
AllSquare Wealth Management LLC $362 516 15 673 0,13% Actions
Kestra Investment Management, LLC $359 075 15 822 0,13% Actions
Brookstone Capital Management $351 250 15 477 0,12% Actions
Hyposwiss Advisors SA $344 737 15 190 0,12% Actions
Guidance Point Advisors, LLC $343 171 15 121 0,12% Actions
Single Point Partners, LLC $331 007 14 585 0,12% Actions
CARY STREET PARTNERS FINANCIAL LLC $322 451 14 208 0,11% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $319 954 14 098 0,11% Actions
Greater Midwest Financial Group, LLC $305 847 13 476 0,11% Actions
Jaffetilchin Investment Partners, LLC $276 401 12 054 0,10% Actions
Vestmark Advisory Solutions, Inc. $270 846 11 934 0,09% Actions
Great Diamond Partners, LLC $268 981 11 852 0,09% Actions
Lido Advisors, LLC $266 076 11 724 0,09% Actions
MONECO ADVISORS, LLC $257 508 10 223 0,09% Actions
Compass Ion Advisors, LLC $254 184 11 200 0,09% Actions
SIGNATUREFD, LLC $249 872 11 010 0,09% Actions
JIM SAULNIER & ASSOCIATES, LLC $247 888 10 923 0,09% Actions
Gladstone Institutional Advisory LLC $229 810 10 126 0,08% Actions
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $228 607 10 073 0,08% Actions
Strait & Sound Wealth Management LLC $219 077 9 554 0,08% Actions
COLDSTREAM CAPITAL MANAGEMENT INC $207 705 9 152 0,07% Actions
Physician Wealth Advisors, Inc. $183 424 8 082 0,06% Actions
Atlantic Union Bankshares Corp $152 715 6 729 0,05% Actions
JPL Wealth Management, LLC $150 990 6 653 0,05% Actions
FIRST NATIONAL BANK OF OMAHA $134 317 5 895 0,05% Actions
MATHER GROUP, LLC. $85 969 3 788 0,03% Actions
McIlrath & Eck, LLC $72 517 3 162 0,03% Actions
FIFTH THIRD BANCORP $63 092 2 780 0,02% Actions
FMR LLC $62 411 2 750 0,02% Actions
US BANCORP \DE\ $59 801 2 635 0,02% Actions
FIDUCIARY FINANCIAL ADVISORS $58 496 2 578 0,02% Actions
Cherry Tree Wealth Management, LLC $54 231 2 365 0,02% Actions
Spectrum Wealth Counsel, LLC $49 969 2 183 0,02% Actions
Clearstead Trust, LLC $44 347 1 954 0,02% Actions
HARBOUR INVESTMENTS, INC. $43 677 1 925 0,02% Actions
Bogart Wealth, LLC $40 284 1 775 0,01% Actions
COMERICA BANK $31 844 1 380 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $29 374 1 300 0,01% Actions
Crews Bank & Trust $24 965 1 100 0,01% Actions
Federation des caisses Desjardins du Quebec $20 426 900 0,01% Actions