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Détenteurs institutionnels (13F) 89 déclarants · $268.0M 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 (-4 vs T. préc.) | 10 (+1 vs T. préc.) | 41 (+5 vs T. préc.) | 16 (-5 vs T. préc.) | +14K |
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 |
|---|---|---|---|---|
| GLOBALT Investments LLC / GA | $57 086 555 | 2 365 635 | 21,30% | Actions |
| Krilogy Financial LLC | $29 114 980 | 1 206 508 | 10,86% | Actions |
| MORGAN STANLEY | $25 417 380 | 1 053 282 | 9,48% | Actions |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $23 852 424 | 988 431 | 8,90% | Actions |
| CHATHAM CAPITAL GROUP, INC. | $16 921 540 | 701 220 | 6,31% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $15 806 771 | 655 024 | 5,90% | Actions |
| Cetera Investment Advisers | $9 997 877 | 414 307 | 3,73% | Actions |
| AMERIPRISE FINANCIAL INC | $8 612 103 | 357 210 | 3,21% | Actions |
| Headland Capital, LLC | $8 107 384 | 335 965 | 3,03% | Actions |
| HighTower Advisors, LLC | $7 686 139 | 318 509 | 2,87% | Actions |
| Probity Advisors, Inc. | $5 885 974 | 243 911 | 2,20% | Actions |
| UBS Group AG | $4 332 466 | 179 532 | 1,62% | Actions |
| Accretive Wealth Partners, LLC | $4 140 114 | 171 564 | 1,54% | Actions |
| TRUIST FINANCIAL CORP | $4 065 990 | 168 492 | 1,52% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $3 775 288 | 156 446 | 1,41% | Actions |
| STIFEL FINANCIAL CORP | $3 006 409 | 124 584 | 1,12% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2 762 334 | 114 527 | 1,03% | Actions |
| FAGAN ASSOCIATES, INC. | $2 355 896 | 97 627 | 0,88% | Actions |
| SEI INVESTMENTS CO | $2 354 641 | 97 575 | 0,88% | Actions |
| Snowden Capital Advisors LLC | $2 051 838 | 85 027 | 0,77% | Actions |
| BANK OF AMERICA CORP /DE/ | $2 016 217 | 83 553 | 0,75% | Actions |
| MCF Advisors LLC | $2 008 030 | 77 997 | 0,75% | Actions |
| ROYAL BANK OF CANADA | $1 645 000 | 68 151 | 0,61% | Actions |
| RAYMOND JAMES FINANCIAL INC | $1 461 144 | 60 549 | 0,55% | Actions |
| Stockman Wealth Management, Inc. | $1 388 798 | 57 551 | 0,52% | Actions |
| L2 Asset Management, LLC | $1 336 024 | 55 364 | 0,50% | Actions |
| LPL Financial LLC | $1 227 898 | 50 883 | 0,46% | Actions |
| Lido Advisors, LLC | $1 211 745 | 50 214 | 0,45% | Actions |
| Exchange Capital Management, Inc. | $1 204 692 | 49 151 | 0,45% | Actions |
| Pinnacle Financial Partners, Inc. | $1 153 225 | 47 789 | 0,43% | Actions |
| JANE STREET GROUP, LLC | $924 795 | 38 323 | 0,35% | Actions |
| CWM, LLC | $849 546 | 34 832 | 0,32% | Actions |
| Mechanics Bank Trust Department | $778 726 | 32 270 | 0,29% | Actions |
| BENJAMIN EDWARDS INC | $729 168 | 30 217 | 0,27% | Actions |
| Reliant Wealth Planning | $689 898 | 28 589 | 0,26% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $661 000 | 27 391 | 0,25% | Actions |
| Greater Midwest Financial Group, LLC | $575 690 | 23 856 | 0,21% | Actions |
| Simplicity Wealth,LLC | $506 216 | 20 977 | 0,19% | Actions |
| PFG Advisors | $504 948 | 20 925 | 0,19% | Actions |
| SYNOVUS FINANCIAL CORP | $480 139 | 19 471 | 0,18% | Actions |
| Financial Engines Advisors L.L.C. | $468 756 | 19 425 | 0,17% | Actions |
| Kestra Advisory Services, LLC | $459 890 | 19 058 | 0,17% | Actions |
| Visionary Wealth Advisors | $455 991 | 18 896 | 0,17% | Actions |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436 155 | 18 074 | 0,16% | Actions |
| WELLS FARGO & COMPANY/MN | $435 937 | 18 065 | 0,16% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $430 170 | 17 826 | 0,16% | Actions |
| JPL Wealth Management, LLC | $412 027 | 17 074 | 0,15% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $406 907 | 16 862 | 0,15% | Actions |
| Jacobi Capital Management LLC | $397 073 | 16 454 | 0,15% | Actions |
| Integrated Wealth Concepts LLC | $379 645 | 15 733 | 0,14% | Actions |
| JIM SAULNIER & ASSOCIATES, LLC | $375 287 | 15 552 | 0,14% | Actions |
| Atlantic Union Bankshares Corp | $368 972 | 15 290 | 0,14% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $367 259 | 15 219 | 0,14% | Actions |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $344 479 | 14 275 | 0,13% | Actions |
| Single Point Partners, LLC | $331 037 | 13 718 | 0,12% | Actions |
| Keeler Thomas Management LLC | $311 186 | 12 895 | 0,12% | Actions |
| Jaffetilchin Investment Partners, LLC | $278 458 | 11 417 | 0,10% | Actions |
| IFP Advisors, Inc | $252 923 | 10 481 | 0,09% | Actions |
| SIGNATUREFD, LLC | $251 403 | 10 418 | 0,09% | Actions |
| Vestmark Advisory Solutions, Inc. | $230 511 | 9 552 | 0,09% | Actions |
| Guidance Point Advisors, LLC | $216 243 | 8 961 | 0,08% | Actions |
| Private Advisor Group, LLC | $215 254 | 8 920 | 0,08% | Actions |
| JAMES INVESTMENT RESEARCH, INC. | $205 720 | 8 525 | 0,08% | Actions |
| COLDSTREAM CAPITAL MANAGEMENT INC | $203 189 | 8 420 | 0,08% | Actions |
| Physician Wealth Advisors, Inc. | $182 835 | 7 577 | 0,07% | Actions |
| Asset Dedication, LLC | $123 482 | 5 117 | 0,05% | Actions |
| OSAIC HOLDINGS, INC. | $119 507 | 4 952 | 0,04% | Actions |
| HARBOUR INVESTMENTS, INC. | $109 630 | 4 543 | 0,04% | Actions |
| FIFTH THIRD BANCORP | $88 370 | 3 662 | 0,03% | Actions |
| Atlantic Private Wealth, LLC | $72 593 | 3 008 | 0,03% | Actions |
| FIDUCIARY FINANCIAL ADVISORS | $58 425 | 2 421 | 0,02% | Actions |
| COMERICA BANK | $50 878 | 2 072 | 0,02% | Actions |
| Spectrum Wealth Counsel, LLC | $49 801 | 2 041 | 0,02% | Actions |
| Cherry Tree Wealth Management, LLC | $39 219 | 1 608 | 0,01% | Actions |
| CENTRAL TRUST Co | $34 436 | 1 427 | 0,01% | Actions |
| Rockefeller Capital Management L.P. | $33 401 | 1 384 | 0,01% | Actions |
| Hyposwiss Advisors SA | $27 027 | 1 120 | 0,01% | Actions |
| Noble Wealth Management PBC | $19 305 | 800 | 0,01% | Actions |
| Federation des caisses Desjardins du Quebec | $15 107 | 626 | 0,01% | Actions |
| CoreCap Advisors, LLC | $11 680 | 484 | 0,00% | Actions |
| CNB Bank | $8 398 | 348 | 0,00% | Actions |
| LOGAN CAPITAL MANAGEMENT INC | $6 753 | 280 | 0,00% | Actions |
| AE Wealth Management LLC | $5 912 | 245 | 0,00% | Actions |
| ASSETMARK, INC | $5 164 | 214 | 0,00% | Actions |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2 350 | 97 386 | 0,00% | Actions |
| BOSTON FAMILY OFFICE LLC | $1 698 | 70 359 | 0,00% | Actions |
| Janney Montgomery Scott LLC | $1 654 | 68 546 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $385 | 15 942 | 0,00% | Actions |
| First PREMIER Bank | $5 | 195 | 0,00% | Actions |