ISEP — Détenteurs institutionnels (13F)

66 déclarants · $52.7M 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
SageView Advisory Group, LLC $8 023 603 231 896 15,22% Actions
Creative Planning $8 023 602 231 896 15,22% Actions
Safe Harbor Wealth Advisors, LLC $5 524 738 163 599 10,48% Actions
COMMONWEALTH EQUITY SERVICES, LLC $2 776 620 80 249 5,27% Actions
Cetera Investment Advisers $2 207 791 63 809 4,19% Actions
RAYMOND JAMES FINANCIAL INC $2 186 028 63 180 4,15% Actions
CORRADO ADVISORS, LLC $2 025 277 58 534 3,84% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 743 183 50 381 3,31% Actions
Fragasso Financial Advisors Inc $1 232 521 35 622 2,34% Actions
OSAIC HOLDINGS, INC. $1 173 762 33 924 2,23% Actions
Sigma Planning Corp $1 084 952 31 357 2,06% Actions
KFG WEALTH MANAGEMENT, LLC $1 014 818 29 330 1,93% Actions
HighTower Advisors, LLC $983 920 28 437 1,87% Actions
Soltis Investment Advisors LLC $905 178 26 161 1,72% Actions
GOLDMAN SACHS GROUP INC $871 712 25 194 1,65% Actions
SECURED RETIREMENT ADVISORS, LLC $859 602 24 844 1,63% Actions
Diligent Investors, LLC $807 737 23 345 1,53% Actions
Kestra Advisory Services, LLC $777 704 22 477 1,48% Actions
Americana Partners, LLC $709 542 20 507 1,35% Actions
PFS Partners, LLC $608 061 17 574 1,15% Actions
AdvisorNet Financial, Inc $561 869 16 239 1,07% Actions
Focus Partners Wealth $537 269 15 528 1,02% Actions
Berger Financial Group, Inc $438 140 12 663 0,83% Actions
WPWealth LLP $430 701 12 448 0,82% Actions
TRUIST FINANCIAL CORP $399 699 11 552 0,76% Actions
Cerity Partners LLC $393 298 11 367 0,75% Actions
CYPRESS FINANCIAL PLANNING LLC $355 688 10 280 0,67% Actions
Snowden Capital Advisors LLC $353 024 10 203 0,67% Actions
Ferguson Shapiro LLC $344 305 9 951 0,65% Actions
Straight Path Wealth Management $331 468 9 580 0,63% Actions
Liberty Atlantic Advisors LLC $330 015 9 538 0,63% Actions
Frisch Financial Group, Inc. $327 005 9 451 0,62% Actions
MAI Capital Management $296 577 8 572 0,56% Actions
Cresset Asset Management, LLC $275 762 7 970 0,52% Actions
Beacon Financial Advisory LLC $269 534 7 790 0,51% Actions
SCS Capital Management LLC $264 828 7 654 0,50% Actions
ENVESTNET ASSET MANAGEMENT INC $262 130 7 576 0,50% Actions
Worth Financial Advisory Group, LLC $248 774 7 190 0,47% Actions
LPL Financial LLC $243 273 7 031 0,46% Actions
Beacon Pointe Advisors, LLC $239 571 6 924 0,45% Actions
GILL CAPITAL PARTNERS, LLC $238 532 6 894 0,45% Actions
Dana Investment Advisors, Inc. $236 214 6 827 0,45% Actions
FIDUCIARY FINANCIAL GROUP, LLC $228 350 6 964 0,43% Actions
Pinnacle Wealth Management Group, Inc. $204 140 5 900 0,39% Actions
Rothschild Wealth LLC $200 715 5 801 0,38% Actions
Steward Partners Investment Advisory, LLC $199 884 5 777 0,38% Actions
DHJJ Financial Advisors, Ltd. $158 468 4 580 0,30% Actions
HARBOUR INVESTMENTS, INC. $141 549 4 091 0,27% Actions
Arax Advisory Partners $138 400 4 000 0,26% Actions
CoreCap Advisors, LLC $115 218 3 330 0,22% Actions
JPMORGAN CHASE & CO $113 007 3 274 0,21% Actions
SIGNATUREFD, LLC $80 826 2 336 0,15% Actions
Continuum Advisory, LLC $77 885 2 251 0,15% Actions
IFP Advisors, Inc $40 067 1 158 0,08% Actions
Noble Wealth Management PBC $17 459 500 0,03% Actions
EverSource Wealth Advisors, LLC $16 158 467 0,03% Actions
LANARK FINANCIAL, INC. $13 874 401 0,03% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $13 840 400 0,03% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8 373 242 0,02% Actions
AE Wealth Management LLC $6 263 181 0,01% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $6 228 180 0,01% Actions
Financial Network Wealth Advisors LLC $5 467 158 0,01% Actions
Beacon Financial Strategies CORP $3 668 106 0,01% Actions
Farther Finance Advisors, LLC $1 246 36 0,00% Actions
Cambridge Investment Research Advisors, Inc. $256 7 402 0,00% Actions
Capital Analysts, LLC $31 900 0,00% Actions