IYRI — Détenteurs institutionnels (13F)

51 déclarants · $50.5M 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
Gradient Investments LLC $8 188 906 166 746 16,21% Actions
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $6 919 845 140 905 13,70% Actions
Cascade Wealth Advisors, Inc $5 301 186 106 514 10,49% Actions
MADDEN SECURITIES Corp $4 920 822 100 200 9,74% Actions
New England Private Wealth Advisors LLC $3 281 479 65 420 6,50% Actions
RFG Advisory, LLC $3 211 763 65 399 6,36% Actions
Moran Wealth Management, LLC $2 363 959 48 136 4,68% Actions
Cherry Creek Investment Advisors, Inc. $2 132 934 43 432 4,22% Actions
Summit Financial, LLC $1 274 123 25 944 2,52% Actions
CITADEL ADVISORS LLC $933 090 19 000 1,85% Option d'achat
CAP Partners, LLC $913 918 18 610 1,81% Actions
STIFEL FINANCIAL CORP $899 783 18 322 1,78% Actions
LPL Financial LLC $819 430 16 686 1,62% Actions
High Net Worth Advisory Group LLC $791 506 16 117 1,57% Actions
World Investment Advisors $745 390 15 762 1,48% Actions
Core Wealth Advisors, Inc. $701 438 14 283 1,39% Actions
Prosperity Wealth Management, Inc. $641 323 13 196 1,27% Actions
PVG ASSET MANAGEMENT CORP $615 447 12 532 1,22% Actions
ROYAL BANK OF CANADA $580 000 11 817 1,15% Actions
Steward Partners Investment Advisory, LLC $507 355 10 331 1,00% Actions
D.A. DAVIDSON & CO. $501 806 10 218 0,99% Actions
ENTREWEALTH, LLC $495 000 10 000 0,98% Actions
Parallel Advisors, LLC $464 110 9 450 0,92% Actions
Foundations Investment Advisors, LLC $371 314 7 561 0,74% Actions
ENVESTNET ASSET MANAGEMENT INC $333 645 6 794 0,66% Actions
INDEPENDENT FINANCIAL GROUP, LLC $294 660 6 000 0,58% Actions
Mariner, LLC $273 401 5 567 0,54% Actions
Apollon Wealth Management, LLC $270 105 5 500 0,53% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $257 975 5 253 0,51% Actions
HighTower Advisors, LLC $247 739 5 045 0,49% Actions
Compound Planning, Inc. $246 355 5 016 0,49% Actions
COMMONWEALTH EQUITY SERVICES, LLC $233 670 4 758 0,46% Actions
WORLD EQUITY GROUP, INC. $215 730 4 393 0,43% Actions
CWM, LLC $133 048 2 813 0,26% Actions
Strategic Wealth Partners, Ltd. $112 433 2 289 0,22% Actions
US BANCORP \DE\ $99 595 2 028 0,20% Actions
OSAIC HOLDINGS, INC. $44 001 896 0,09% Actions
CoreCap Advisors, LLC $39 288 800 0,08% Actions
IFP Advisors, Inc $37 422 762 0,07% Actions
Founders Financial Alliance, LLC $24 225 493 0,05% Actions
Farther Finance Advisors, LLC $21 952 447 0,04% Actions
SBI Securities Co., Ltd. $17 581 358 0,03% Actions
SALEM INVESTMENT COUNSELORS INC $15 961 325 0,03% Actions
Financial Management Professionals, Inc. $10 117 206 0,02% Actions
NFSG Corp $7 612 155 0,02% Actions
Global Retirement Partners, LLC $3 929 80 0,01% Actions
HARBOUR INVESTMENTS, INC. $1 031 21 0,00% Actions
DHJJ Financial Advisors, Ltd. $50 1 0,00% Actions
WELLS FARGO & COMPANY/MN $34 1 0,00% Actions
TSFG, LLC $15 306 0,00% Actions
Roble, Belko & Company, Inc $11 215 0,00% Actions