IGPT — Détenteurs institutionnels (13F)

210 déclarants · $527.5M 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
UBS Group AG $70 281 345 675 133 13,32% Actions
MORGAN STANLEY $59 156 652 568 267 11,21% Actions
HighTower Advisors, LLC $55 082 168 529 127 10,44% Actions
LPL Financial LLC $53 801 522 516 825 10,20% Actions
AMERIPRISE FINANCIAL INC $28 695 968 275 392 5,44% Actions
Berkshire Money Management, Inc. $23 353 899 224 341 4,43% Actions
JOURNEY STRATEGIC WEALTH LLC $20 159 141 347 188 3,82% Actions
BANK OF AMERICA CORP /DE/ $17 019 422 163 491 3,23% Actions
RAYMOND JAMES FINANCIAL INC $15 601 808 149 873 2,96% Actions
JONES FINANCIAL COMPANIES LLLP $15 517 188 156 993 2,94% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15 338 302 147 342 2,91% Actions
OSAIC HOLDINGS, INC. $13 531 218 129 973 2,56% Actions
ROYAL BANK OF CANADA $10 530 000 101 148 2,00% Actions
Cetera Investment Advisers $8 257 537 79 323 1,57% Actions
StoneCrest Wealth Management, Inc. $7 105 658 68 258 1,35% Actions
Private Advisor Group, LLC $6 186 797 59 431 1,17% Actions
MARSHALL WACE, LLP $4 929 967 47 358 0,93% Actions
Corient Private Wealth LP $4 077 457 39 168 0,77% Actions
Kingsview Wealth Management, LLC $3 497 449 33 597 0,66% Actions
Clear Creek Financial Management, LLC $3 372 587 32 398 0,64% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $3 127 528 30 044 0,59% Actions
ENVESTNET ASSET MANAGEMENT INC $2 774 931 26 656 0,53% Actions
Indie Asset Partners, LLC $2 692 651 25 866 0,51% Actions
STIFEL FINANCIAL CORP $2 506 099 24 073 0,48% Actions
Bay Capital Advisors, LLC $2 264 495 21 753 0,43% Actions
COMMONWEALTH EQUITY SERVICES, LLC $2 200 010 21 134 0,42% Actions
Dynamic Advisor Solutions LLC $2 177 980 20 922 0,41% Actions
H D Vest Advisory Services $1 768 661 35 989 0,34% Actions
Quantinno Capital Management LP $1 720 253 16 525 0,33% Actions
Bawa N Mallick Trust $1 717 678 16 500 0,33% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1 664 872 15 993 0,32% Actions
Soltis Investment Advisors LLC $1 639 565 15 750 0,31% Actions
MML INVESTORS SERVICES, LLC $1 634 199 15 698 0,31% Actions
Nilsine Partners, LLC $1 585 651 15 232 0,30% Actions
Principle Wealth Partners LLC $1 540 424 14 798 0,29% Actions
HSBC HOLDINGS PLC $1 415 760 13 600 0,27% Actions
EP Wealth Advisors, LLC $1 403 164 13 479 0,27% Actions
TRUIST FINANCIAL CORP $1 358 642 13 051 0,26% Actions
CoreCap Advisors, LLC $1 319 155 12 672 0,25% Actions
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $1 287 405 12 367 0,24% Actions
INDEPENDENT FINANCIAL GROUP, LLC $1 270 023 12 200 0,24% Actions
Coppell Advisory Solutions LLC $1 262 235 1 0,24% Actions
RFG - Bristol Wealth Advisors, LLC $1 186 035 11 393 0,22% Actions
Rockefeller Capital Management L.P. $1 185 404 11 387 0,22% Actions
Cresset Asset Management, LLC $1 131 715 10 871 0,21% Actions
FLAGSHIP HARBOR ADVISORS, LLC $1 097 318 10 541 0,21% Actions
CIBC Bancorp USA Inc. $1 093 050 10 500 0,21% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $998 117 10 086 0,19% Actions
Creative Planning $991 674 9 526 0,19% Actions
CAPTRUST FINANCIAL ADVISORS $980 102 9 415 0,19% Actions
Pacific Sun Financial Corp $958 241 9 205 0,18% Actions
Brookwood Investment Group LLC $912 541 8 766 0,17% Actions
Mutual Advisors, LLC $910 771 8 749 0,17% Actions
AQR CAPITAL MANAGEMENT LLC $849 459 8 160 0,16% Actions
Concurrent Investment Advisors, LLC $840 319 8 072 0,16% Actions
FIFTH THIRD BANCORP $819 683 7 874 0,16% Actions
OPPENHEIMER & CO INC $809 482 7 776 0,15% Actions
Diversified Enterprises, LLC $792 231 7 610 0,15% Actions
GTS SECURITIES LLC $779 813 7 491 0,15% Actions
THOMPSON DAVIS & CO., INC. $778 148 7 475 0,15% Actions
Sandy Cove Advisors, LLC $734 075 7 052 0,14% Actions
SeaCrest Wealth Management, LLC $732 760 7 039 0,14% Actions
Wealthcare Advisory Partners LLC $687 934 6 608 0,13% Actions
Rubicon Advisors, GP $677 696 6 510 0,13% Actions
Kestra Advisory Services, LLC $675 459 6 489 0,13% Actions
HOWARD FINANCIAL SERVICES, LTD. $664 604 6 384 0,13% Actions
Equitable Holdings, Inc. $639 174 6 140 0,12% Actions
Proficio Capital Partners LLC $624 600 6 000 0,12% Actions
CIBC Private Wealth Group LLC $622 209 11 516 0,12% Actions
Greenspring Advisors, LLC $593 370 5 700 0,11% Actions
Belvedere Trading LLC $582 960 5 600 0,11% Option d'achat
FOUNDERS FINANCIAL SECURITIES LLC $551 834 5 301 0,10% Actions
Prospera Financial Services Inc $550 779 5 291 0,10% Actions
Wealthspire Advisors, LLC $550 585 5 289 0,10% Actions
Mariner, LLC $547 566 5 260 0,10% Actions
NewEdge Advisors, LLC $536 285 5 152 0,10% Actions
AtlasMark Financial, Inc $533 408 5 124 0,10% Actions
CITADEL ADVISORS LLC $530 910 5 100 0,10% Option d'achat
NOVEM GROUP $505 130 4 852 0,10% Actions
Focus Partners Wealth $470 142 4 516 0,09% Actions
Focus Financial Network, Inc. $466 371 4 480 0,09% Actions
FMR LLC $464 588 4 463 0,09% Actions
Belpointe Asset Management LLC $459 497 4 414 0,09% Actions
FLPUTNAM INVESTMENT MANAGEMENT CO $452 835 4 350 0,09% Actions
COMERICA BANK $448 166 7 536 0,08% Actions
Collier Financial $447 095 4 295 0,08% Actions
Acorn Wealth Advisors, LLC $445 236 4 277 0,08% Actions
National Wealth Management Group, LLC $434 722 4 176 0,08% Actions
Cerity Partners LLC $429 130 4 122 0,08% Actions
Allen Mooney & Barnes Investment Advisors LLC $421 605 4 050 0,08% Actions
Wellington Shields & Co., LLC $415 984 3 996 0,08% Actions
LRI Investments, LLC $401 306 3 855 0,08% Actions
Sovran Advisors, LLC $398 208 4 731 0,08% Actions
WBH ADVISORY INC $395 684 3 801 0,08% Actions
NewEdge Wealth, LLC $393 602 3 781 0,07% Actions
JANE STREET GROUP, LLC $390 375 3 750 0,07% Actions
Fortune Financial Group, Inc. $387 252 3 720 0,07% Actions
MinichMacGregor Wealth Management, LLC $378 195 3 633 0,07% Actions
Sigma Planning Corp $377 426 3 626 0,07% Actions
PFG Investments, LLC $358 326 3 442 0,07% Actions
Lido Advisors, LLC $339 782 3 264 0,06% Actions
HARBOUR INVESTMENTS, INC. $339 288 3 259 0,06% Actions
OneDigital Investment Advisors LLC $337 076 3 238 0,06% Actions
AE Wealth Management LLC $329 997 3 170 0,06% Actions
Western Wealth Management, LLC $326 888 3 140 0,06% Actions
TRITONPOINT WEALTH, LLC $322 398 3 097 0,06% Actions
TritonPoint Partners, LLC $322 398 3 097 0,06% Actions
&PARTNERS $314 093 3 017 0,06% Actions
Orion Portfolio Solutions, LLC $312 542 7 719 0,06% Actions
GLENMEDE TRUST CO NA $312 300 3 000 0,06% Actions
Sound Income Strategies, LLC $311 988 2 997 0,06% Actions
Wealthstream Advisors, Inc. $307 971 5 700 0,06% Actions
DAVENPORT & Co LLC $306 580 2 945 0,06% Actions
Bank of New York Mellon Corp $301 751 2 899 0,06% Actions
Procyon Advisors, LLC $299 487 2 877 0,06% Actions
GWN SECURITIES INC. $295 267 2 836 0,06% Actions
NEUBERGER BERMAN GROUP LLC $286 067 2 748 0,05% Actions
Pathstone Holdings, LLC $282 632 2 715 0,05% Actions
AXXCESS WEALTH MANAGEMENT, LLC $281 070 2 700 0,05% Actions
Beacon Pointe Advisors, LLC $280 342 2 693 0,05% Actions
Berbice Capital Management LLC $272 326 2 616 0,05% Actions
Lauterbach Financial Advisors, LLC $262 853 2 525 0,05% Actions
IHT Wealth Management, LLC $261 440 2 511 0,05% Actions
CROWLEY WEALTH MANAGEMENT, INC. $260 965 4 830 0,05% Actions
Sanctuary Advisors, LLC $255 996 2 459 0,05% Actions
Grant Private Wealth Management Inc $255 774 2 457 0,05% Actions
Cyndeo Wealth Partners, LLC $251 143 2 413 0,05% Actions
Cornerstone Wealth Management, LLC $250 191 2 403 0,05% Actions
CAPITAL ADVISORS INC/OK $249 840 2 400 0,05% Actions
Triton Wealth Management, PLLC $245 589 2 570 0,05% Actions
JANE STREET GROUP, LLC $239 430 2 300 0,05% Option d'achat
Sherman Wealth Management LLC $239 006 2 296 0,05% Actions
Stratos Wealth Partners, LTD. $230 061 2 210 0,04% Actions
Western Financial Corp/CA $229 749 2 207 0,04% Actions
Dale Q Rice Investment Management Ltd $228 291 2 193 0,04% Actions
United Advisor Group, LLC $213 197 2 048 0,04% Actions
Steward Partners Investment Advisory, LLC $211 846 2 035 0,04% Actions
MSH Capital Advisors LLC $205 598 1 975 0,04% Actions
Signature Equity Partners, LLC $197 827 1 900 0,04% Actions
Founders Financial Alliance, LLC $187 772 1 804 0,04% Actions
BANK OF MONTREAL /CAN/ $182 180 1 750 0,03% Actions
WELLS FARGO & COMPANY/MN $167 933 1 613 0,03% Actions
Global Retirement Partners, LLC $166 156 1 596 0,03% Actions
Glenmede Investment Management, LP $162 090 3 000 0,03% Actions
BOKF, NA $131 166 1 260 0,02% Actions
Chung Wu Investment Group, LLC $129 084 1 240 0,02% Actions
Semmax Financial Advisors Inc. $128 581 2 563 0,02% Actions
Institute for Wealth Management, LLC. $124 920 1 200 0,02% Actions
EVERMAY WEALTH MANAGEMENT LLC $124 920 1 200 0,02% Actions
JPMORGAN CHASE & CO $124 611 1 230 0,02% Actions
Ashton Thomas Private Wealth, LLC $104 516 1 004 0,02% Actions
CWM, LLC $100 348 1 728 0,02% Actions
IFG Advisory, LLC $97 334 935 0,02% Actions
ASSETMARK, INC $88 069 846 0,02% Actions
Cheviot Value Management, LLC $78 075 750 0,01% Actions
IFP Advisors, Inc $75 160 722 0,01% Actions
Indiana Trust & Investment Management Co $74 432 715 0,01% Actions
US BANCORP \DE\ $67 146 645 0,01% Actions
GGM Financial LLC $65 660 631 0,01% Actions
Westside Investment Management, Inc. $62 460 600 0,01% Actions
Strategic Wealth Partners, Ltd. $62 460 600 0,01% Actions
Rialto Wealth Management, LLC $61 732 593 0,01% Actions
Harbor Asset Planning, Inc. $61 035 586 0,01% Actions
PNC Financial Services Group, Inc. $59 858 575 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $57 380 573 0,01% Actions
SOA Wealth Advisors, LLC. $56 116 539 0,01% Actions
Farther Finance Advisors, LLC $55 798 536 0,01% Actions
Allworth Financial LP $49 864 479 0,01% Actions
PRIVATE TRUST CO NA $49 135 472 0,01% Actions
Blue Trust, Inc. $44 347 426 0,01% Actions
Strengthening Families & Communities, LLC $41 662 400 0,01% Actions
MPWM ADVISORY SOLUTIONS, LLC $33 312 320 0,01% Actions
Parallel Advisors, LLC $31 334 301 0,01% Actions
Qube Research & Technologies Ltd $28 523 274 0,01% Actions
EDMOND DE ROTHSCHILD HOLDING S.A. $26 025 250 0,00% Actions
Asset Dedication, LLC $24 360 234 0,00% Actions
NorthAvenue LLC $24 360 234 0,00% Actions
Geneos Wealth Management Inc. $23 318 224 0,00% Actions
EverSource Wealth Advisors, LLC $23 214 223 0,00% Actions
Aptus Capital Advisors, LLC $22 590 217 0,00% Actions
Register Financial Advisors LLC $20 824 200 0,00% Actions
Belvedere Trading LLC $20 820 200 0,00% Option de vente
MARSHALL INVESTMENT MANAGEMENT, LLC $18 061 174 0,00% Actions
CAROLINAS WEALTH CONSULTING LLC $13 306 329 0,00% Actions
FIDUCIARY FINANCIAL ADVISORS $12 909 124 0,00% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $11 243 108 0,00% Actions
Archer Investment Corp $10 410 100 0,00% Actions
Murphy & Mullick Capital Management Corp $10 410 100 0,00% Actions
Federation des caisses Desjardins du Quebec $7 801 75 0,00% Actions
Cambridge Investment Research Advisors, Inc. $5 598 53 777 0,00% Actions
TRUST CO OF VERMONT $5 205 50 0,00% Actions
NATIONAL BANK OF CANADA /FI/ $5 196 50 0,00% Actions
Harborfront Financial Group LLC $4 580 44 0,00% Actions
CNB Bank $4 476 43 0,00% Actions
SHP Wealth Management $4 099 39 0,00% Actions
FLOW TRADERS U.S. LLC $3 840 36 886 0,00% Actions
Opus Capital Group, LLC $3 295 31 653 0,00% Actions
MCGUIRE CAPITAL ADVISORS INC $2 251 22 0,00% Actions
ARMSTRONG ADVISORY GROUP, INC $2 082 20 0,00% Actions
M Holdings Securities, Inc. $1 810 18 174 0,00% Actions
Stephens Consulting, LLC $1 249 21 0,00% Actions
HM PAYSON & CO $1 041 10 0,00% Actions
Aspen Investment Management Inc $896 8 606 0,00% Actions
PARK AVENUE SECURITIES LLC $555 5 330 0,00% Actions
Thrivent Financial for Lutherans $368 3 537 0,00% Actions
Janney Montgomery Scott LLC $277 2 660 0,00% Actions
WEDBUSH SECURITIES INC $261 2 512 0,00% Actions
CENTAURUS FINANCIAL, INC. $186 1 783 0,00% Actions
Coston, McIsaac & Partners $14 138 0,00% Actions
First PREMIER Bank $13 125 0,00% Actions