IBTO — Détenteurs institutionnels (13F)

89 déclarants · $317.0M 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
GLOBALT Investments LLC / GA $57 086 555 2 365 635 18,01% Actions
Atlantic Union Bankshares Corp $43 762 318 1 813 486 13,81% Actions
Krilogy Financial LLC $29 114 980 1 206 508 9,19% Actions
MORGAN STANLEY $25 417 412 1 053 283 8,02% Actions
CHATHAM CAPITAL GROUP, INC. $16 921 540 701 220 5,34% Actions
CONFLUENCE INVESTMENT MANAGEMENT LLC $16 226 045 705 787 5,12% Actions
ENVESTNET ASSET MANAGEMENT INC $15 806 771 655 024 4,99% Actions
Cetera Investment Advisers $9 997 877 414 307 3,15% Actions
AMERIPRISE FINANCIAL INC $8 612 103 357 210 2,72% Actions
Headland Capital, LLC $8 107 384 335 965 2,56% Actions
WELLS FARGO & COMPANY/MN $7 896 318 327 219 2,49% Actions
HighTower Advisors, LLC $7 686 139 318 509 2,42% Actions
Probity Advisors, Inc. $5 885 974 243 911 1,86% Actions
UBS Group AG $4 332 466 179 532 1,37% Actions
Accretive Wealth Partners, LLC $4 140 114 171 564 1,31% Actions
TRUIST FINANCIAL CORP $4 065 990 168 492 1,28% Actions
MERCER GLOBAL ADVISORS INC /ADV $3 775 288 156 446 1,19% Actions
BANK OF AMERICA CORP /DE/ $3 744 165 155 157 1,18% Actions
ROYAL BANK OF CANADA $3 239 000 134 229 1,02% Actions
STIFEL FINANCIAL CORP $3 008 484 124 670 0,95% Actions
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2 762 334 114 527 0,87% Actions
FAGAN ASSOCIATES, INC. $2 355 896 97 627 0,74% Actions
SEI INVESTMENTS CO $2 354 641 97 575 0,74% Actions
RAYMOND JAMES FINANCIAL INC $2 193 345 90 891 0,69% Actions
Snowden Capital Advisors LLC $2 051 838 85 027 0,65% Actions
MCF Advisors LLC $2 008 030 77 997 0,63% Actions
Pinnacle Financial Partners, Inc. $1 683 841 69 777 0,53% Actions
SYNOVUS FINANCIAL CORP $1 603 933 65 061 0,51% Actions
Stockman Wealth Management, Inc. $1 388 798 57 551 0,44% Actions
L2 Asset Management, LLC $1 336 024 55 364 0,42% Actions
LPL Financial LLC $1 227 898 50 883 0,39% Actions
Lido Advisors, LLC $1 211 745 50 214 0,38% Actions
Exchange Capital Management, Inc. $1 204 692 49 151 0,38% Actions
JANE STREET GROUP, LLC $924 795 38 323 0,29% Actions
CWM, LLC $849 546 34 832 0,27% Actions
Mechanics Bank Trust Department $839 055 34 770 0,26% Actions
BENJAMIN EDWARDS INC $729 168 30 217 0,23% Actions
Reliant Wealth Planning $689 898 28 589 0,22% Actions
COMMONWEALTH EQUITY SERVICES, LLC $661 000 27 391 0,21% Actions
Greater Midwest Financial Group, LLC $575 690 23 856 0,18% Actions
Simplicity Wealth,LLC $506 216 20 977 0,16% Actions
PFG Advisors $504 948 20 925 0,16% Actions
Financial Engines Advisors L.L.C. $468 756 19 425 0,15% Actions
Kestra Advisory Services, LLC $459 890 19 058 0,15% Actions
Visionary Wealth Advisors $455 991 18 896 0,14% Actions
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $436 155 18 074 0,14% Actions
AQR CAPITAL MANAGEMENT LLC $430 170 17 826 0,14% Actions
JPL Wealth Management, LLC $412 027 17 074 0,13% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $406 907 16 862 0,13% Actions
Jacobi Capital Management LLC $397 073 16 454 0,13% Actions
JIM SAULNIER & ASSOCIATES, LLC $375 287 15 552 0,12% Actions
CAPTRUST FINANCIAL ADVISORS $367 259 15 219 0,12% Actions
LEAVELL INVESTMENT MANAGEMENT, INC. $344 479 14 275 0,11% Actions
Single Point Partners, LLC $331 037 13 718 0,10% Actions
Keeler Thomas Management LLC $311 186 12 895 0,10% Actions
Jaffetilchin Investment Partners, LLC $278 458 11 417 0,09% Actions
Integrated Wealth Concepts LLC $277 070 11 482 0,09% Actions
IFP Advisors, Inc $252 923 10 481 0,08% Actions
SIGNATUREFD, LLC $251 403 10 418 0,08% Actions
Vestmark Advisory Solutions, Inc. $230 511 9 552 0,07% Actions
Guidance Point Advisors, LLC $216 243 8 961 0,07% Actions
Private Advisor Group, LLC $215 254 8 920 0,07% Actions
JAMES INVESTMENT RESEARCH, INC. $205 720 8 525 0,06% Actions
COLDSTREAM CAPITAL MANAGEMENT INC $203 189 8 420 0,06% Actions
Physician Wealth Advisors, Inc. $182 835 7 577 0,06% Actions
Asset Dedication, LLC $123 482 5 117 0,04% Actions
OSAIC HOLDINGS, INC. $119 507 4 952 0,04% Actions
HARBOUR INVESTMENTS, INC. $109 630 4 543 0,03% Actions
FIFTH THIRD BANCORP $88 370 3 662 0,03% Actions
FIDUCIARY FINANCIAL ADVISORS $83 614 3 464 0,03% Actions
CNB Bank $81 444 3 375 0,03% Actions
Atlantic Private Wealth, LLC $72 593 3 008 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 $38 804 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 $18 392 800 0,01% Actions
Federation des caisses Desjardins du Quebec $15 107 626 0,00% Actions
CoreCap Advisors, LLC $11 680 484 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