IWMI — Détenteurs institutionnels (13F)

118 déclarants · $187.1M 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 $39 578 585 739 510 21,15% Actions
MADDEN SECURITIES Corp $14 088 167 263 232 7,53% Actions
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $9 385 000 175 355 5,02% Actions
Gradient Investments LLC $8 855 450 165 461 4,73% Actions
Cascade Wealth Advisors, Inc $6 612 502 124 435 3,53% Actions
Farther Finance Advisors, LLC $6 223 445 116 283 3,33% Actions
ROYAL BANK OF CANADA $5 311 000 99 238 2,84% Actions
Private Advisor Group, LLC $5 055 852 94 467 2,70% Actions
UBS Group AG $4 937 916 92 263 2,64% Actions
STIFEL FINANCIAL CORP $4 783 731 89 382 2,56% Actions
Owen LaRue, LLC $4 338 974 81 072 2,32% Actions
MML INVESTORS SERVICES, LLC $3 768 869 70 420 2,01% Actions
Palacios Wealth Management, LLC $3 323 592 62 100 1,78% Actions
Garden State Investment Advisory Services LLC $3 228 605 60 325 1,73% Actions
Summit Financial, LLC $3 211 387 60 003 1,72% Actions
Rockefeller Capital Management L.P. $3 201 996 59 828 1,71% Actions
Marshall & Sterling Wealth Advisors Inc. $3 064 436 57 258 1,64% Actions
Independence Wealth Advisors, LLC $2 928 061 54 710 1,56% Actions
CITADEL ADVISORS LLC $2 317 416 43 300 1,24% Option d'achat
Moran Wealth Management, LLC $2 255 975 42 152 1,21% Actions
OLD MISSION CAPITAL LLC $2 078 609 38 838 1,11% Actions
Mutual Advisors, LLC $1 918 872 35 853 1,03% Actions
Capital Investment Advisory Services, LLC $1 774 563 33 157 0,95% Actions
High Net Worth Advisory Group LLC $1 672 928 31 258 0,89% Actions
HERBST GROUP, LLC $1 667 212 31 151 0,89% Actions
INSIGNEO ADVISORY SERVICES, LLC $1 589 544 29 700 0,85% Actions
JANE STREET GROUP, LLC $1 525 320 28 500 0,82% Option de vente
ENVESTNET ASSET MANAGEMENT INC $1 483 067 27 711 0,79% Actions
Brookwood Investment Group LLC $1 405 221 26 256 0,75% Actions
INDEPENDENT FINANCIAL GROUP, LLC $1 403 027 26 215 0,75% Actions
Wellington Grp LLC $1 379 571 25 777 0,74% Actions
FSA Advisors, Inc. $1 333 504 24 916 0,71% Actions
CITADEL ADVISORS LLC $1 332 648 24 900 0,71% Option de vente
SEAVIEW INVESTMENT MANAGERS LLC $1 278 433 23 887 0,68% Actions
Steward Partners Investment Advisory, LLC $1 263 768 23 613 0,68% Actions
Kestra Advisory Services, LLC $1 235 101 23 077 0,66% Actions
STEPHENS INC /AR/ $1 224 805 22 885 0,65% Actions
KINGSWOOD WEALTH ADVISORS, LLC $1 085 974 20 291 0,58% Actions
JANE STREET GROUP, LLC $1 059 696 19 800 0,57% Option d'achat
NFSG Corp $984 307 18 391 0,53% Actions
Belvedere Trading LLC $845 616 15 800 0,45% Option d'achat
Valmark Advisers, Inc. $828 757 15 485 0,44% Actions
DIVERSIFY WEALTH MANAGEMENT, LLC $808 762 15 541 0,43% Actions
Diversify Advisory Services, LLC $808 762 15 541 0,43% Actions
ENTREWEALTH, LLC $790 950 15 000 0,42% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $778 303 14 542 0,42% Actions
SeaCrest Wealth Management, LLC $776 040 14 500 0,41% Actions
Gateway Wealth Partners, LLC $773 119 14 445 0,41% Actions
PFG Investments, LLC $713 537 13 332 0,38% Actions
HighTower Advisors, LLC $674 551 12 604 0,36% Actions
Navis Wealth Advisors, LLC $669 642 12 512 0,36% Actions
PSI Advisors, LLC $669 421 12 508 0,36% Actions
Walkner Condon Financial Advisors LLC $604 216 11 290 0,32% Actions
CITADEL ADVISORS LLC $603 438 11 275 0,32% Actions
TRUIST FINANCIAL CORP $590 914 11 041 0,32% Actions
WORLD EQUITY GROUP, INC. $566 886 10 590 0,30% Actions
Vann Equity Management LLC $561 895 10 499 0,30% Actions
IFG Advisory, LLC $547 992 10 239 0,29% Actions
Gladstone Institutional Advisory LLC $478 327 8 937 0,26% Actions
Sunbelt Securities, Inc. $471 915 9 956 0,25% Actions
&PARTNERS $450 103 8 410 0,24% Actions
J.W. COLE ADVISORS, INC. $433 554 8 101 0,23% Actions
COMMONWEALTH EQUITY SERVICES, LLC $411 430 7 687 0,22% Actions
Cresset Asset Management, LLC $404 772 7 563 0,22% Actions
Quantum Private Wealth, LLC $386 736 7 226 0,21% Actions
Naviter Wealth, LLC $359 761 6 722 0,19% Actions
Stratos Wealth Partners, LTD. $350 023 6 540 0,19% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $328 720 6 142 0,18% Actions
PRIVATE TRUST CO NA $326 472 6 100 0,17% Actions
Quotient Wealth Partners, LLC $314 858 5 883 0,17% Actions
LANARK FINANCIAL, INC. $301 371 5 631 0,16% Actions
Virtue Capital Management, LLC $267 654 5 001 0,14% Actions
OneDigital Investment Advisors LLC $267 600 5 000 0,14% Actions
Cetera Investment Advisers $253 792 4 742 0,14% Actions
Advisory Advocates, LLC $237 575 4 439 0,13% Actions
Meridian Wealth Management, LLC $230 136 4 300 0,12% Actions
CAP Partners, LLC $230 022 4 298 0,12% Actions
Allworth Financial LP $227 460 4 250 0,12% Actions
Foguth Wealth Management, LLC. $227 091 4 318 0,12% Actions
FIFTH THIRD BANCORP $224 249 4 190 0,12% Actions
CWM, LLC $221 844 4 680 0,12% Actions
Laird Norton Wetherby Trust Company, LLC $214 080 4 000 0,11% Actions
Corient Private Wealth LP $210 869 3 940 0,11% Actions
FINANCIAL MANAGEMENT NETWORK INC $206 775 3 911 0,11% Actions
ANGELES WEALTH MANAGEMENT, LLC $150 659 2 815 0,08% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $101 532 1 901 0,05% Actions
STANCE CAPITAL LLC $100 243 1 873 0,05% Actions
Parallel Advisors, LLC $94 302 1 762 0,05% Actions
SIMPLEX TRADING, LLC $93 392 1 745 0,05% Actions
CoreCap Advisors, LLC $76 875 1 436 0,04% Actions
OSAIC HOLDINGS, INC. $75 047 1 402 0,04% Actions
Founders Financial Alliance, LLC $72 051 1 346 0,04% Actions
GHP Investment Advisors, Inc. $70 246 1 482 0,04% Actions
Luminist Capital LLC $64 278 1 201 0,03% Actions
Aptus Capital Advisors, LLC $62 886 1 175 0,03% Actions
GROUP ONE TRADING LLC $61 655 1 152 0,03% Actions
JPMORGAN CHASE & CO $34 708 650 0,02% Actions
Ameritas Advisory Services, LLC $33 075 618 0,02% Actions
IMA Advisory Services, Inc. $32 112 600 0,02% Actions
HARBOUR INVESTMENTS, INC. $27 830 520 0,01% Actions
SHP Wealth Management $26 253 491 0,01% Actions
SALEM INVESTMENT COUNSELORS INC $25 422 475 0,01% Actions
Spire Wealth Management $17 743 332 0,01% Actions
SBI Securities Co., Ltd. $14 236 266 0,01% Actions
WELLS FARGO & COMPANY/MN $11 278 211 0,01% Actions
Financial Management Professionals, Inc. $10 543 197 0,01% Actions
Larson Financial Group LLC $8 028 150 0,00% Actions
Belvedere Trading LLC $5 352 100 0,00% Option de vente
IFP Advisors, Inc $5 352 100 0,00% Actions
SWAN Capital LLC $3 982 84 0,00% Actions
SIGNATUREFD, LLC $2 944 55 0,00% Actions
Asset Dedication, LLC $1 874 35 0,00% Actions
DHJJ Financial Advisors, Ltd. $1 606 30 0,00% Actions
Triumph Capital Management $1 552 29 0,00% Actions
Cambridge Investment Research Advisors, Inc. $973 18 188 0,00% Actions
BNP PARIBAS FINANCIAL MARKETS $161 3 0,00% Actions
TSFG, LLC $16 296 0,00% Actions
Capital Analysts, LLC $9 172 0,00% Actions