IDHQ — Détenteurs institutionnels (13F)

132 déclarants · $581.3M 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.

Institution Valeur Actions % de 13F suivies Type
LPL Financial LLC $84 327 987 1 929 261 14,51% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $58 651 607 1 341 835 10,09% Actions
Cedar Wealth Management, LLC $36 298 639 830 442 6,24% Actions
WCG Wealth Advisors LLC $36 174 517 827 604 6,22% Actions
MORGAN STANLEY $29 827 108 682 386 5,13% Actions
Berkeley, Inc $29 064 053 664 929 5,00% Actions
Cetera Investment Advisers $22 714 580 519 665 3,91% Actions
OSAIC HOLDINGS, INC. $22 523 896 515 296 3,87% Actions
Chaney Capital Management, Inc. $18 003 581 411 887 3,10% Actions
Integrated Capital Management, LLC $16 488 767 377 231 2,84% Actions
Marks Group Wealth Management, Inc $14 101 589 322 617 2,43% Actions
Elevated Financial Group LLC $11 427 018 261 428 1,97% Actions
Heck Capital Advisors, LLC $11 152 463 315 309 1,92% Actions
PRINCIPAL SECURITIES, INC. $10 679 402 244 324 1,84% Actions
BOS Asset Management, LLC $10 464 515 239 408 1,80% Actions
BANK OF AMERICA CORP /DE/ $10 217 475 233 756 1,76% Actions
Concurrent Investment Advisors, LLC $10 087 338 230 779 1,74% Actions
RAYMOND JAMES FINANCIAL INC $10 074 209 230 478 1,73% Actions
Destiny Wealth Partners, LLC $9 524 055 217 494 1,64% Actions
Well Done, LLC $8 974 188 205 312 1,54% Actions
H D Vest Advisory Services $8 802 694 266 910 1,51% Actions
Cornerstone Wealth Management, LLC $6 763 007 154 725 1,16% Actions
STIFEL FINANCIAL CORP $6 418 977 146 855 1,10% Actions
EP Wealth Advisors, LLC $6 197 379 141 784 1,07% Actions
Opes Wealth Management LLC $4 939 173 139 643 0,85% Actions
JONES FINANCIAL COMPANIES LLLP $4 842 068 113 106 0,83% Actions
Falcon Wealth Planning $4 698 488 107 492 0,81% Actions
ROYAL BANK OF CANADA $4 146 000 94 855 0,71% Actions
LEAVELL INVESTMENT MANAGEMENT, INC. $4 081 656 93 380 0,70% Actions
JPMORGAN CHASE & CO $3 944 274 90 548 0,68% Actions
ENVESTNET ASSET MANAGEMENT INC $3 918 594 89 650 0,67% Actions
TRUIST FINANCIAL CORP $3 389 929 77 555 0,58% Actions
Legacy Wealth Partners, LLC $3 332 609 4 526 0,57% Actions
Breakwater Capital Group $2 858 459 65 396 0,49% Actions
COMMONWEALTH EQUITY SERVICES, LLC $2 657 579 60 800 0,46% Actions
JANE STREET GROUP, LLC $2 572 945 58 864 0,44% Actions
Sanctuary Advisors, LLC $2 405 449 55 032 0,41% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $2 363 043 54 062 0,41% Actions
Legacy Financial Advisors, Inc. $2 326 284 53 221 0,40% Actions
1900 WEALTH MANAGEMENT LLC $1 956 173 44 753 0,34% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 864 712 42 916 0,32% Actions
Steward Partners Investment Advisory, LLC $1 794 321 41 051 0,31% Actions
NorthStar Asset Management LLC /NJ/ $1 658 426 37 942 0,29% Actions
PERSPECTIVE WEALTH ADVISORS LLC $1 628 023 37 246 0,28% Actions
Private Advisor Group, LLC $1 350 814 30 904 0,23% Actions
INTERACTIVE FINANCIAL ADVISORS, INC. $1 225 603 28 039 0,21% Actions
Octavia Wealth Advisors, LLC $1 212 166 27 732 0,21% Actions
Lighthouse Wealth Management Inc. $1 087 243 24 874 0,19% Actions
Align Financial, LLC $1 086 368 24 854 0,19% Actions
Merit Financial Group, LLC $1 082 984 24 776 0,19% Actions
OmniStar Financial Group, Inc. $963 906 22 052 0,17% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $932 705 21 338 0,16% Actions
AMERICAN FINANCIAL & TAX STRATEGIES INC $907 463 20 761 0,16% Actions
Meridian Financial Advisors, LLC $858 583 19 643 0,15% Actions
Dentgroup LLC $833 861 23 723 0,14% Actions
HighTower Advisors, LLC $775 611 17 744 0,13% Actions
MAI Capital Management $747 970 17 112 0,13% Actions
New Insight Wealth Advisors $747 747 17 107 0,13% Actions
CIBC WORLD MARKET INC. $694 027 15 878 0,12% Actions
MML INVESTORS SERVICES, LLC $657 039 15 032 0,11% Actions
Cerity Partners LLC $647 957 14 814 0,11% Actions
Equitable Holdings, Inc. $639 504 14 631 0,11% Actions
KWB Wealth $582 824 16 581 0,10% Actions
McKinley Carter Wealth Services, Inc. $562 548 12 870 0,10% Actions
DAYMARK WEALTH PARTNERS, LLC $543 231 12 428 0,09% Actions
MARSHALL WACE, LLP $534 399 12 226 0,09% Actions
Madison Wealth Partners, Inc $527 424 12 066 0,09% Actions
Paladin Advisory Group, LLC $521 941 11 941 0,09% Actions
Cascades Capital Asset Management, LLC $469 098 10 732 0,08% Actions
REGIONS FINANCIAL CORP $460 223 10 529 0,08% Actions
Ballast Rock Private Wealth LLC $452 180 10 345 0,08% Actions
Fifth Third Securities, Inc. $444 400 10 167 0,08% Actions
Ullmann Wealth Partners Group, LLC $438 380 10 029 0,08% Actions
Mariner, LLC $392 297 8 975 0,07% Actions
Centerpoint Advisory Group $364 849 8 347 0,06% Actions
Sterling Financial Planning, Inc. $354 426 8 109 0,06% Actions
Maia Wealth LLC $342 512 7 836 0,06% Actions
Edge Financial Advisors LLC $339 050 9 646 0,06% Actions
Avise Financial Cooperative, Inc. $335 607 7 678 0,06% Actions
Valued Retirements, Inc. $330 211 7 555 0,06% Actions
FMR LLC $320 364 7 329 0,06% Actions
MATAURO, LLC $306 342 7 009 0,05% Actions
FLAGSHIP HARBOR ADVISORS, LLC $295 476 6 760 0,05% Actions
Orion Portfolio Solutions, LLC $282 664 9 441 0,05% Actions
MEITAV INVESTMENT HOUSE LTD $282 663 6 487 0,05% Actions
Delta Investment Management, LLC $278 564 6 373 0,05% Actions
Secure Asset Management, LLC $268 164 6 135 0,05% Actions
TBH Global Asset Management, LLC $257 018 5 880 0,04% Actions
Dynamic Advisor Solutions LLC $253 000 5 788 0,04% Actions
Cullen/Frost Bankers, Inc. $251 077 5 744 0,04% Actions
Kestra Advisory Services, LLC $247 216 5 656 0,04% Actions
HighPoint Advisor Group LLC $245 965 5 627 0,04% Actions
Leo Wealth, LLC $223 312 6 314 0,04% Actions
Chemistry Wealth Management LLC $221 828 5 075 0,04% Actions
Gateway Wealth Partners, LLC $221 452 5 066 0,04% Actions
True Wealth Design, LLC $208 410 4 768 0,04% Actions
Sovran Advisors, LLC $207 057 4 772 0,04% Actions
Csenge Advisory Group $204 694 4 683 0,04% Actions
TCP Asset Management, LLC $203 164 4 648 0,03% Actions
Financial Perspectives, Inc $184 456 4 220 0,03% Actions
CoreCap Advisors, LLC $176 982 4 049 0,03% Actions
Institute for Wealth Management, LLC. $171 038 3 913 0,03% Actions
PRIVATE TRUST CO NA $166 273 3 804 0,03% Actions
Farther Finance Advisors, LLC $159 407 3 653 0,03% Actions
IMA Advisory Services, Inc. $144 790 3 313 0,02% Actions
Medallion Wealth Advisors, LLC $142 492 1 254 0,02% Actions
Parallel Advisors, LLC $114 433 2 618 0,02% Actions
Global Retirement Partners, LLC $111 274 2 546 0,02% Actions
Capital Investment Advisory Services, LLC $91 791 2 100 0,02% Actions
Plante Moran Financial Advisors, LLC $55 958 1 280 0,01% Actions
Front Row Advisors LLC $49 773 1 092 0,01% Actions
FIFTH THIRD BANCORP $29 985 686 0,01% Actions
HARBOUR INVESTMENTS, INC. $26 969 617 0,00% Actions
COMERICA BANK $24 113 686 0,00% Actions
Strive Financial Group ,LLC $23 472 537 0,00% Actions
Glass Jacobson Investment Advisors llc $18 272 418 0,00% Actions
PlanVest Financial, Inc $17 703 405 0,00% Actions
Aptus Capital Advisors, LLC $12 982 297 0,00% Actions
Pinnacle Wealth Planning Services, Inc. $7 212 165 0,00% Actions
Thrivent Financial for Lutherans $7 014 160 463 0,00% Actions
Geneos Wealth Management Inc. $6 775 155 0,00% Actions
LOGAN CAPITAL MANAGEMENT INC $6 636 152 0,00% Actions
SBI Securities Co., Ltd. $6 032 138 0,00% Actions
Cambridge Investment Research Advisors, Inc. $5 593 127 962 0,00% Actions
C M BIDWELL & ASSOCIATES LTD $3 409 78 0,00% Actions
Keating Financial Advisory Services, Inc. $2 797 64 0,00% Actions
PNC Financial Services Group, Inc. $2 317 53 0,00% Actions
CWM, LLC $1 556 44 0,00% Actions
Sunbelt Securities, Inc. $1 309 37 0,00% Actions
PARK AVENUE SECURITIES LLC $231 5 292 0,00% Actions
Capital Advisors, Ltd. LLC $167 3 810 0,00% Actions
WELLS FARGO & COMPANY/MN $34 1 0,00% Actions