IDVO — Détenteurs institutionnels (13F)

130 déclarants · $508.5M 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
RAYMOND JAMES FINANCIAL INC $95 919 071 2 283 788 18,86% Actions
CPC Advisors, LLC $52 785 123 1 256 789 10,38% Actions
LPL Financial LLC $41 900 001 997 619 8,24% Actions
GREAT VALLEY ADVISOR GROUP, INC. $26 878 800 639 968 5,29% Actions
OSAIC HOLDINGS, INC. $25 809 690 614 472 5,08% Actions
Principle Wealth Partners LLC $19 838 951 472 356 3,90% Actions
Sterling Financial Group, Inc. $19 710 627 528 577 3,88% Actions
STIFEL FINANCIAL CORP $19 180 143 456 668 3,77% Actions
MORGAN STANLEY $18 137 029 431 833 3,57% Actions
Sequoia Financial Advisors, LLC $17 745 420 422 510 3,49% Actions
UBS Group AG $14 546 154 346 337 2,86% Actions
ROYAL BANK OF CANADA $9 888 000 235 435 1,94% Actions
CARY STREET PARTNERS FINANCIAL LLC $9 676 002 230 381 1,90% Actions
COMMONWEALTH EQUITY SERVICES, LLC $9 391 590 223 609 1,85% Actions
Elmwood Wealth Management, Inc. $8 619 618 205 229 1,70% Actions
ARQ WEALTH ADVISORS, LLC $7 058 299 164 798 1,39% Actions
EverSource Wealth Advisors, LLC $6 933 423 165 082 1,36% Actions
Steward Partners Investment Advisory, LLC $6 047 715 143 993 1,19% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5 877 913 139 950 1,16% Actions
TRUIST FINANCIAL CORP $5 705 662 135 849 1,12% Actions
Atlas Wealth LLC $5 355 000 127 500 1,05% Actions
ENVESTNET ASSET MANAGEMENT INC $5 203 681 123 897 1,02% Actions
IAM Advisory, LLC $4 363 749 103 899 0,86% Actions
Proficio Capital Partners LLC $4 263 840 101 520 0,84% Actions
Baird Financial Group, Inc. $3 955 770 94 185 0,78% Actions
Visionary Wealth Advisors $3 862 326 91 960 0,76% Actions
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3 813 504 90 798 0,75% Actions
SAGESPRING WEALTH PARTNERS, LLC $2 735 284 65 126 0,54% Actions
Retirement Planning Group, LLC $2 730 872 65 021 0,54% Actions
Financial Insights, Inc. $2 277 828 54 234 0,45% Actions
Pasadena Private Wealth, LLC $2 201 808 52 424 0,43% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2 069 150 48 847 0,41% Actions
CAP Partners, LLC $1 950 719 46 446 0,38% Actions
Capital Investment Advisory Services, LLC $1 898 988 45 214 0,37% Actions
NewEdge Advisors, LLC $1 725 080 41 073 0,34% Actions
URS Advisory LLC $1 576 641 37 539 0,31% Actions
Northwest Financial Advisors $1 483 977 35 333 0,29% Actions
Snowden Capital Advisors LLC $1 463 772 34 852 0,29% Actions
JONES FINANCIAL COMPANIES LLLP $1 435 038 34 521 0,28% Actions
Navis Wealth Advisors, LLC $1 332 492 31 726 0,26% Actions
OLD MISSION CAPITAL LLC $1 321 110 31 455 0,26% Actions
Carr Financial Group Corp $1 272 123 30 289 0,25% Actions
Private Advisor Group, LLC $1 198 131 28 527 0,24% Actions
Karras Company, Inc. $1 193 626 28 420 0,23% Actions
MILESTONE ASSET MANAGEMENT, LLC $1 104 553 26 298 0,22% Actions
US BANCORP \DE\ $1 087 732 25 881 0,21% Actions
JPMORGAN CHASE & CO $1 041 620 25 002 0,20% Actions
Bright Futures Wealth Management, LLC. $1 030 134 24 527 0,20% Actions
Savvy Advisors, Inc. $1 021 007 24 310 0,20% Actions
JOHNSON INVESTMENT COUNSEL INC $966 630 23 015 0,19% Actions
Institute for Wealth Management, LLC. $964 278 22 959 0,19% Actions
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953 778 22 709 0,19% Actions
Farther Finance Advisors, LLC $950 752 22 637 0,19% Actions
Embree Financial Group $905 941 21 570 0,18% Actions
HARBOUR INVESTMENTS, INC. $902 653 21 492 0,18% Actions
Hilltop Holdings Inc. $858 941 20 451 0,17% Actions
Goldstone Financial Group, LLC $808 766 19 256 0,16% Actions
HBK Sorce Advisory LLC $682 536 15 932 0,13% Actions
Reliant Wealth Planning $631 176 15 028 0,12% Actions
Kestra Advisory Services, LLC $616 728 14 684 0,12% Actions
KINGSWOOD WEALTH ADVISORS, LLC $577 038 13 739 0,11% Actions
INTEGRITY ALLIANCE, LLC. $463 387 11 033 0,09% Actions
UMB Bank, n.a. $453 600 10 800 0,09% Actions
Equitable Holdings, Inc. $449 265 10 697 0,09% Actions
Arkadios Wealth Advisors $440 440 10 487 0,09% Actions
Sigma Planning Corp $425 668 10 135 0,08% Actions
Strategic Wealth Partners, Ltd. $375 181 8 933 0,07% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372 048 8 991 0,07% Actions
Redwood Family Wealth LLC $367 412 8 747 0,07% Actions
Atria Investments, Inc $358 468 8 535 0,07% Actions
INDEPENDENT FINANCIAL GROUP, LLC $353 514 8 417 0,07% Actions
Mariner, LLC $348 594 8 300 0,07% Actions
Marion Wealth Management $329 988 7 857 0,06% Actions
FLAGSTAR SECURITIES, INC $309 760 7 375 0,06% Actions
Tidemark, LLC $294 426 7 010 0,06% Actions
PFG Investments, LLC $283 787 6 757 0,06% Actions
HighTower Advisors, LLC $282 534 6 727 0,06% Actions
HighPoint Advisor Group LLC $267 834 6 377 0,05% Actions
LifeGoal Investments, LLC $265 125 6 313 0,05% Actions
WELLS FARGO & COMPANY/MN $256 987 6 119 0,05% Actions
Capital Wealth Planning, LLC $241 362 5 747 0,05% Actions
MERCER GLOBAL ADVISORS INC /ADV $237 258 5 649 0,05% Actions
BENJAMIN EDWARDS INC $231 378 5 509 0,05% Actions
Bison Wealth, LLC $220 935 5 237 0,04% Actions
MONECO ADVISORS, LLC $215 601 5 133 0,04% Actions
CITADEL ADVISORS LLC $214 200 5 100 0,04% Option de vente
Brookstone Capital Management $214 050 5 096 0,04% Actions
Mission Hills Financial Advisory, LLC $212 142 5 051 0,04% Actions
SPC Financial, Inc. $210 689 5 650 0,04% Actions
Avidian Wealth Enterprises, LLC $203 700 4 850 0,04% Actions
Trexquant Investment LP $203 532 4 846 0,04% Actions
Clear Trail Advisors, LLC $203 220 4 839 0,04% Actions
JOURNEY STRATEGIC WEALTH LLC $201 298 4 974 0,04% Actions
PERRYMAN FINANCIAL ADVISORY INC /AD $201 018 4 786 0,04% Actions
SIMPLEX TRADING, LLC $163 254 3 887 0,03% Actions
Pinnacle Bancorp, Inc. $143 976 3 428 0,03% Actions
AdvisorNet Financial, Inc $131 250 3 125 0,03% Actions
FIFTH THIRD BANCORP $102 438 2 439 0,02% Actions
Noble Wealth Management PBC $87 234 2 100 0,02% Actions
Wealth Enhancement Trust Services, Inc. $84 000 2 000 0,02% Actions
Aptus Capital Advisors, LLC $76 650 1 825 0,02% Actions
Ancora Advisors LLC $67 368 1 604 0,01% Actions
Global Retirement Partners, LLC $58 456 1 392 0,01% Actions
MPWM ADVISORY SOLUTIONS, LLC $56 700 1 350 0,01% Actions
Decker Retirement Planning Inc. $49 140 1 170 0,01% Actions
Janney Montgomery Scott LLC $45 497 1 083 262 0,01% Actions
IFP Advisors, Inc $45 444 1 082 0,01% Actions
Allworth Financial LP $37 800 900 0,01% Actions
PRIVATE TRUST CO NA $34 650 825 0,01% Actions
PNC Financial Services Group, Inc. $33 600 800 0,01% Actions
Triumph Capital Management $25 956 618 0,01% Actions
Federation des caisses Desjardins du Quebec $19 866 473 0,00% Actions
Ascentis Wealth Management, LLC $16 907 402 0,00% Actions
JPL Wealth Management, LLC $16 380 390 0,00% Actions
LANARK FINANCIAL, INC. $14 700 350 0,00% Actions
Rockefeller Capital Management L.P. $12 600 300 0,00% Actions
SWAN Capital LLC $12 141 300 0,00% Actions
CWM, LLC $10 118 250 0,00% Actions
ROTHSCHILD INVESTMENT LLC $8 400 200 0,00% Actions
SALEM INVESTMENT COUNSELORS INC $8 400 200 0,00% Actions
ASSETMARK, INC $5 754 137 0,00% Actions
AE Wealth Management LLC $4 200 100 0,00% Actions
SHP Wealth Management $3 750 89 0,00% Actions
SIGNATUREFD, LLC $3 570 85 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2 954 73 0,00% Actions
FARMERS & MERCHANTS INVESTMENTS INC $1 050 25 0,00% Actions
CENTAURUS FINANCIAL, INC. $160 3 800 0,00% Actions
TSFG, LLC $45 1 061 0,00% Actions
Capital Analysts, LLC $18 423 0,00% Actions
Roble, Belko & Company, Inc $10 244 0,00% Actions