IHF — Détenteurs institutionnels (13F)

235 déclarants · $740.8M 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
JPMORGAN CHASE & CO $148 651 910 2 686 641 20,07% Actions
LPL Financial LLC $91 605 035 1 655 612 12,37% Actions
Sather Financial Group Inc $59 153 801 1 069 109 7,98% Actions
Phoenix Financial Ltd. $56 732 782 1 025 353 7,66% Actions
MORGAN STANLEY $47 524 263 858 920 6,41% Actions
ROYAL BANK OF CANADA $26 814 000 484 617 3,62% Actions
ELEMENT POINTE ADVISORS, LLC $26 675 036 482 108 3,60% Actions
BANK OF AMERICA CORP /DE/ $23 583 561 426 235 3,18% Actions
WELLS FARGO & COMPANY/MN $20 590 050 372 132 2,78% Actions
Kingsview Wealth Management, LLC $19 813 297 358 093 2,67% Actions
Wharton Business Group, LLC $18 580 367 335 810 2,51% Actions
ENVESTNET ASSET MANAGEMENT INC $18 434 341 333 171 2,49% Actions
Bank of New York Mellon Corp $11 935 876 215 721 1,61% Actions
GOLDMAN SACHS GROUP INC $10 371 055 187 440 1,40% Actions
Cetera Investment Advisers $9 885 879 178 672 1,33% Actions
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. $9 030 677 163 510 1,22% Actions
UBS Group AG $8 157 523 147 434 1,10% Actions
RAYMOND JAMES FINANCIAL INC $7 881 681 142 448 1,06% Actions
STIFEL FINANCIAL CORP $6 810 307 123 051 0,92% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5 956 790 107 660 0,80% Actions
MERCER GLOBAL ADVISORS INC /ADV $5 912 060 106 851 0,80% Actions
Sage Advisory Services, Ltd.Co. $5 428 000 98 098 0,73% Actions
MARTIN & CO INC /TN/ $4 866 647 87 957 0,66% Actions
Merit Financial Group, LLC $4 691 431 84 790 0,63% Actions
H D Vest Advisory Services $3 729 927 76 669 0,50% Actions
COMMONWEALTH EQUITY SERVICES, LLC $3 133 100 56 626 0,42% Actions
BNP PARIBAS FINANCIAL MARKETS $2 767 717 50 022 0,37% Actions
IFG Advisory, LLC $2 345 002 42 382 0,32% Actions
Rockefeller Capital Management L.P. $2 214 290 40 019 0,30% Actions
LEUTHOLD GROUP, LLC $2 116 096 38 245 0,29% Actions
HARBOUR INVESTMENTS, INC. $2 088 087 37 739 0,28% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 021 592 36 537 0,27% Actions
Beacon Pointe Advisors, LLC $1 913 549 34 584 0,26% Actions
WEXFORD CAPITAL LP $1 713 736 30 973 0,23% Actions
AMERIPRISE FINANCIAL INC $1 661 796 30 034 0,22% Actions
Creative Planning $1 588 831 28 716 0,21% Actions
Hills Bank & Trust Co $1 560 915 28 211 0,21% Actions
CITADEL ADVISORS LLC $1 554 773 28 100 0,21% Option d'achat
Kestra Advisory Services, LLC $1 548 206 27 981 0,21% Actions
OSAIC HOLDINGS, INC. $1 495 614 27 022 0,20% Actions
JONES FINANCIAL COMPANIES LLLP $1 478 701 26 591 0,20% Actions
Integrated Wealth Concepts LLC $1 427 174 25 794 0,19% Actions
HighTower Advisors, LLC $1 364 805 24 667 0,18% Actions
TRUIST FINANCIAL CORP $1 314 186 23 752 0,18% Actions
TRUST CO OF TOLEDO NA /OH/ $1 312 096 23 714 0,18% Actions
Jefferies Financial Group Inc. $1 242 048 22 448 0,17% Actions
FMR LLC $1 137 136 20 552 0,15% Actions
Quadrature Capital Ltd $1 120 986 20 260 0,15% Actions
Sowell Financial Services LLC $1 114 642 20 145 0,15% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 012 539 18 300 0,14% Option d'achat
GTS SECURITIES LLC $932 421 16 852 0,13% Actions
Tower Research Capital LLC (TRC) $914 550 16 529 0,12% Actions
INVESTMENT HOUSE LLC $861 488 15 570 0,12% Actions
DUMONT & BLAKE INVESTMENT ADVISORS LLC $853 285 15 422 0,12% Actions
TWO SIGMA INVESTMENTS, LP $803 502 14 522 0,11% Actions
SCOTIA CAPITAL INC. $792 148 14 314 0,11% Actions
Stonegate Management LLC $790 240 16 000 0,11% Actions
LEVEL FOUR ADVISORY SERVICES, LLC $782 150 14 136 0,11% Actions
NEUBERGER BERMAN GROUP LLC $755 476 13 654 0,10% Actions
Sava Infond d.o.o. $751 381 13 580 0,10% Actions
MML INVESTORS SERVICES, LLC $735 751 13 298 0,10% Actions
Realta Investment Advisors $714 309 12 910 0,10% Actions
Wisconsin Wealth Advisors, LLC $706 660 12 772 0,10% Actions
SHELTON CAPITAL MANAGEMENT $699 703 12 646 0,09% Actions
PRINCIPAL SECURITIES, INC. $681 513 12 317 0,09% Actions
Cerity Partners LLC $680 353 12 297 0,09% Actions
CITADEL ADVISORS LLC $669 493 12 100 0,09% Option de vente
Focus Partners Wealth $655 751 11 851 0,09% Actions
Voya Financial Advisors, Inc. $654 277 11 825 0,09% Actions
Caprock Group, LLC $633 529 11 450 0,09% Actions
VestGen Advisors, LLC $605 034 10 935 0,08% Actions
NORTHLAND SECURITIES, INC. $597 674 10 802 0,08% Actions
Federation des caisses Desjardins du Quebec $585 557 10 583 0,08% Actions
Cresset Asset Management, LLC $568 792 10 280 0,08% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $564 366 10 200 0,08% Option de vente
First Heartland Consultants, Inc. $557 279 10 072 0,08% Actions
Iowa State Bank $553 300 10 000 0,07% Actions
Arax Advisory Partners $540 298 9 765 0,07% Actions
Urban Wealth Management, LLC $537 808 9 720 0,07% Actions
IEQ CAPITAL, LLC $528 125 9 545 0,07% Actions
Kraft, Davis & Associates, LLC $519 844 9 085 0,07% Actions
Evanson Asset Management, LLC $513 996 12 282 0,07% Actions
FIRST NATIONAL CORP /MA/ /ADV $490 686 9 945 0,07% Actions
GARRISON POINT ADVISORS, LLC $490 224 8 860 0,07% Actions
Fifth Third Securities, Inc. $479 268 8 662 0,06% Actions
LANARK FINANCIAL, INC. $471 743 8 526 0,06% Actions
MAI Capital Management $445 389 8 050 0,06% Actions
Advisory Services Network, LLC $445 259 8 047 0,06% Actions
FIRST FOUNDATION ADVISORS $434 341 7 850 0,06% Actions
FTB Advisors, Inc. $413 525 8 500 0,06% Actions
Haverford Trust Co $407 505 7 365 0,06% Actions
Bensler, LLC $404 463 7 310 0,05% Actions
Purkiss Capital Advisors LLC $398 176 7 196 0,05% Actions
EQUITY INVESTMENT CORP $385 159 6 961 0,05% Actions
KCM INVESTMENT ADVISORS LLC $384 906 6 957 0,05% Actions
GRIMES & Co WEALTH MANAGEMENT, LLC $375 034 6 778 0,05% Actions
Steward Partners Investment Advisory, LLC $374 703 6 772 0,05% Actions
Crescent Grove Advisors, LLC $364 680 6 591 0,05% Actions
Valeo Financial Advisors, LLC $359 092 6 490 0,05% Actions
IMC-Chicago, LLC $357 874 6 468 0,05% Actions
CAPTRUST FINANCIAL ADVISORS $350 119 6 328 0,05% Actions
PFG Investments, LLC $347 657 6 283 0,05% Actions
Farther Finance Advisors, LLC $346 114 6 255 0,05% Actions
Congress Wealth Management LLC / DE / $344 315 7 077 0,05% Actions
AlphaCore Capital LLC $337 433 6 099 0,05% Actions
Glenview Trust Co $336 904 6 089 0,05% Actions
Capital Square, LLC $335 417 5 886 0,05% Actions
U.S. Capital Wealth Advisors, LLC $329 652 7 877 0,04% Actions
Equitable Holdings, Inc. $328 052 5 929 0,04% Actions
World Investment Advisors $313 978 5 766 0,04% Actions
TRITONPOINT WEALTH, LLC $310 678 5 615 0,04% Actions
TritonPoint Partners, LLC $310 678 5 615 0,04% Actions
Perigon Wealth Management, LLC $309 959 5 602 0,04% Actions
Mason & Associates Inc $303 485 5 485 0,04% Actions
FIRST HORIZON CORP $300 165 5 425 0,04% Actions
TD Waterhouse Canada Inc. $299 118 5 244 0,04% Actions
JANE STREET GROUP, LLC $298 782 5 400 0,04% Option de vente
Prospera Financial Services Inc $294 410 5 321 0,04% Actions
HBK Sorce Advisory LLC $291 246 5 150 0,04% Actions
Corient Private Wealth LP $286 793 5 184 0,04% Actions
Koshinski Asset Management, Inc. $286 775 5 183 0,04% Actions
Sebold Capital Management, Inc. $284 262 5 843 0,04% Actions
Financial Solutions Advisory Group, Inc. $279 770 4 880 0,04% Actions
Envision Financial Transparency, LLC $279 433 5 262 0,04% Actions
Waterloo Capital, L.P. $267 133 4 828 0,04% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $264 957 4 650 0,04% Actions
Dakota Wealth Management $260 328 4 705 0,04% Actions
STEPHENS INC /AR/ $259 221 4 685 0,03% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $258 884 6 186 0,03% Actions
Bouchey Financial Group, Ltd. $254 021 4 591 0,03% Actions
Arkadios Wealth Advisors $250 268 4 523 0,03% Actions
PRIMORIS WEALTH ADVISORS, LLC $248 986 4 500 0,03% Actions
Aviance Capital Partners, LLC $235 153 4 250 0,03% Actions
Joseph P. Lucia & Associates, LLC $233 493 4 220 0,03% Actions
BROWN ADVISORY INC $230 525 4 166 0,03% Actions
Sunbelt Securities, Inc. $225 266 5 383 0,03% Actions
Quantinno Capital Management LP $224 643 4 060 0,03% Actions
BlackRock, Inc. $223 478 4 039 0,03% Actions
V2 Financial group LLC $221 320 4 000 0,03% Actions
FIFTH THIRD BANCORP $218 991 3 958 0,03% Actions
COMERICA BANK $217 225 4 531 0,03% Actions
Callan Capital, LLC $212 655 4 028 0,03% Actions
Private Advisor Group, LLC $212 363 3 838 0,03% Actions
TWO SIGMA SECURITIES, LLC $210 641 3 807 0,03% Actions
TLWM $210 422 3 803 0,03% Actions
Laird Norton Wetherby Trust Company, LLC $207 819 3 756 0,03% Actions
BOKF, NA $198 911 3 595 0,03% Actions
Weaver Capital Management LLC $187 447 4 479 0,03% Actions
CWM, LLC $176 525 4 218 0,02% Actions
Mondrian Investment Partners LTD $164 483 2 973 0,02% Actions
EP Wealth Advisors, LLC $161 010 2 910 0,02% Actions
Global Retirement Partners, LLC $153 596 2 776 0,02% Actions
BANK OF MONTREAL /CAN/ $133 622 2 415 0,02% Actions
TOTH FINANCIAL ADVISORY CORP $130 026 2 350 0,02% Actions
Institute for Wealth Management, LLC. $126 153 2 280 0,02% Actions
CIBC Private Wealth Group LLC $123 475 2 500 0,02% Actions
BARCLAYS PLC $123 109 2 225 0,02% Actions
HARBOR INVESTMENT ADVISORY, LLC $113 427 2 050 0,02% Actions
US BANCORP \DE\ $110 272 1 993 0,01% Actions
Balentine LLC $107 340 1 940 0,01% Actions
N.E.W. Advisory Services LLC $102 084 1 845 0,01% Actions
Powell Investment Advisors, LLC $96 551 1 745 0,01% Actions
Y.D. More Investments Ltd $82 442 1 490 0,01% Actions
Smartleaf Asset Management LLC $66 396 1 200 0,01% Actions
RMG Wealth Management LLC $66 156 1 159 0,01% Actions
Founders Financial Alliance, LLC $65 425 1 182 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $59 831 1 048 0,01% Actions
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $57 757 1 044 0,01% Actions
Brentview Investment Management LLC $55 330 1 000 0,01% Actions
10Elms LLP $55 330 1 000 0,01% Actions
High Point Wealth Management, LLC $55 330 1 000 0,01% Actions
HighMark Wealth Management LLC $55 320 1 000 0,01% Actions
Keating Financial Advisory Services, Inc. $55 053 995 0,01% Actions
PNC Financial Services Group, Inc. $52 010 940 0,01% Actions
PRIVATE TRUST CO NA $51 180 925 0,01% Actions
Nalls Sherbakoff Group, LLC $47 938 866 0,01% Actions
Ascentis Independent Advisors $47 912 866 0,01% Actions
Joseph Group Capital Management $45 094 815 0,01% Actions
Cape Investment Advisory, Inc. $44 541 805 0,01% Actions
WealthShield Partners, LLC $43 213 781 0,01% Actions
Strive Financial Group ,LLC $37 071 670 0,01% Actions
City State Bank $34 581 625 0,00% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $33 917 613 0,00% Actions
CNB Bank $33 751 610 0,00% Actions
Ameritas Investment Partners, Inc. $33 401 604 0,00% Actions
Commonwealth Retirement Investments LLC $29 159 527 0,00% Actions
Chung Wu Investment Group, LLC $27 665 500 0,00% Actions
SOA Wealth Advisors, LLC. $27 665 500 0,00% Actions
Vanguard National Trust Co $27 665 500 0,00% Actions
IFP Advisors, Inc $27 665 500 0,00% Actions
Harbor Asset Planning, Inc. $26 363 476 0,00% Actions
Register Financial Advisors LLC $25 175 455 0,00% Actions
Piscataqua Savings Bank $22 132 400 0,00% Actions
IAG Wealth Partners, LLC $21 579 390 0,00% Actions
SYM FINANCIAL Corp $17 706 320 0,00% Actions
Sandy Spring Bank $16 896 320 0,00% Actions
Cheviot Value Management, LLC $16 544 299 0,00% Actions
BLUELINE ADVISORS LLC $16 216 61 0,00% Actions
PROFFITT & GOODSON INC $15 659 283 0,00% Actions
MCGUIRE CAPITAL ADVISORS INC $15 050 272 0,00% Actions
VIMA LLC $14 662 265 0,00% Actions
Spire Wealth Management $14 524 262 0,00% Actions
MOTCO $13 833 250 0,00% Actions
Steigerwald, Gordon & Koch Inc. $13 833 250 0,00% Actions
Vision Retirement, LLC $13 833 250 0,00% Actions
NATIONAL BANK OF CANADA /FI/ $13 825 250 0,00% Actions
BROADWATER CAPITAL MANAGEMENT LLC $8 853 160 0,00% Actions
Pinnacle Wealth Planning Services, Inc. $8 300 150 0,00% Actions
NewEdge Advisors, LLC $8 300 150 0,00% Actions
THOMPSON INVESTMENT MANAGEMENT, INC. $8 299 150 0,00% Actions
Allworth Financial LP $8 023 145 0,00% Actions
HOLLENCREST CAPITAL MANAGEMENT $7 470 135 0,00% Actions
CBIZ Investment Advisory Services, LLC $6 867 164 0,00% Actions
BFSG, LLC $6 197 112 0,00% Actions
Central Pacific Bank - Trust Division $6 086 110 0,00% Actions
Godfrey Financial Associates, Inc. $5 533 100 0,00% Actions
Continuum Advisory, LLC $3 154 57 0,00% Actions
PEAPACK GLADSTONE FINANCIAL CORP $2 714 49 057 0,00% Actions
FDx Advisors, Inc. $2 677 48 388 0,00% Actions
Portfolio Resources Advisor Group, Inc. $2 490 45 0,00% Actions
BLAIR WILLIAM & CO/IL $2 213 40 0,00% Actions
Janney Montgomery Scott LLC $2 193 39 630 0,00% Actions
Global Trust Asset Management, LLC $1 383 25 0,00% Actions
Tidemark, LLC $1 328 24 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 121 20 256 0,00% Actions
Aptus Capital Advisors, LLC $609 11 0,00% Actions
WEDBUSH SECURITIES INC $524 9 476 0,00% Actions
Thrivent Financial for Lutherans $396 7 165 0,00% Actions
Capital Advisor Network LLC $166 3 0,00% Actions
Abound Wealth Management $166 4 0,00% Actions
TSFG, LLC $88 1 596 0,00% Actions
HAZLETT, BURT & WATSON, INC. $71 1 274 0,00% Actions
HUNTINGTON NATIONAL BANK $55 1 0,00% Actions
Oakmont Advisory Group, LLC $10 0 0,00% Actions
Covestor Ltd $2 40 0,00% Actions