IYZ — Détenteurs institutionnels (13F)

223 déclarants · $993.0M 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
Focus Partners Wealth $124 035 769 2 931 595 12,49% Actions
BANK OF AMERICA CORP /DE/ $94 776 135 2 240 041 9,54% Actions
LPL Financial LLC $85 999 029 2 032 593 8,66% Actions
MORGAN STANLEY $81 189 039 1 918 907 8,18% Actions
WELLS FARGO & COMPANY/MN $49 414 578 1 167 917 4,98% Actions
MML INVESTORS SERVICES, LLC $40 741 733 962 934 4,10% Actions
RAYMOND JAMES FINANCIAL INC $21 665 312 512 061 2,18% Actions
MinichMacGregor Wealth Management, LLC $21 013 938 496 666 2,12% Actions
CITIGROUP INC $20 372 900 481 515 2,05% Actions
Advisory Services Network, LLC $20 337 409 480 676 2,05% Actions
OSAIC HOLDINGS, INC. $16 828 871 397 755 1,69% Actions
ROYAL BANK OF CANADA $16 276 000 384 670 1,64% Actions
Zurich Insurance Group Ltd/FI $15 489 268 366 090 1,56% Actions
Camarda Financial Advisors, LLC $14 492 064 342 521 1,46% Actions
Equitable Holdings, Inc. $13 842 120 327 160 1,39% Actions
Prospera Financial Services Inc $13 778 405 325 656 1,39% Actions
GOLDMAN SACHS GROUP INC $13 705 140 323 922 1,38% Actions
UBS Group AG $10 571 196 249 851 1,06% Actions
Three Seasons Wealth, LLC $10 546 318 249 263 1,06% Actions
Orion Porfolio Solutions, LLC $10 506 462 248 321 1,06% Actions
Orion Portfolio Solutions, LLC $9 392 111 342 903 0,95% Actions
Moloney Securities Asset Management, LLC $9 288 110 287 914 0,94% Actions
Well Done, LLC $9 017 785 213 136 0,91% Actions
BNP PARIBAS FINANCIAL MARKETS $8 776 659 207 437 0,88% Actions
ADVISORTRUST PARTNERS, LLC $8 524 915 201 487 0,86% Actions
Summit Financial Consulting LLC $7 728 683 182 668 0,78% Actions
ALTFEST L J & CO INC $7 606 307 179 776 0,77% Actions
Trek Financial, LLC $7 479 012 176 767 0,75% Actions
D. E. Shaw & Co., Inc. $7 477 304 176 664 0,75% Actions
Sharp Wealth Advisory, LLC $7 246 941 171 282 0,73% Actions
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $6 917 685 163 500 0,70% Actions
Measured Wealth Private Client Group, LLC $6 830 526 161 440 0,69% Actions
Cadent Capital Advisors, LLC $6 504 853 153 743 0,66% Actions
IMC-Chicago, LLC $6 262 811 148 022 0,63% Actions
STIFEL FINANCIAL CORP $6 243 359 147 562 0,63% Actions
CoreCap Advisors, LLC $6 176 368 145 979 0,62% Actions
JANE STREET GROUP, LLC $5 902 245 139 500 0,59% Option de vente
Cetera Investment Advisers $5 600 429 132 366 0,56% Actions
Baker Avenue Asset Management, LP $5 389 907 127 391 0,54% Actions
Tower Research Capital LLC (TRC) $5 004 554 118 283 0,50% Actions
VestGen Advisors, LLC $4 670 605 110 390 0,47% Actions
EWG Elevate Inc. $4 611 978 142 963 0,46% Actions
CITADEL ADVISORS LLC $4 573 711 108 100 0,46% Option d'achat
Integrated Advisors Network LLC $3 759 921 88 866 0,38% Actions
PGIM Custom Harvest LLC $3 700 602 87 464 0,37% Actions
Steward Partners Investment Advisory, LLC $3 630 435 85 806 0,37% Actions
TRUIST FINANCIAL CORP $3 630 051 85 797 0,37% Actions
JPMORGAN CHASE & CO $3 337 547 78 586 0,34% Actions
JANE STREET GROUP, LLC $3 295 822 77 897 0,33% Actions
Merit Financial Group, LLC $3 279 617 77 514 0,33% Actions
CROBAN $3 208 902 75 844 0,32% Actions
INDEPENDENT FINANCIAL GROUP, LLC $3 188 408 75 358 0,32% Actions
Destination Wealth Management $2 950 298 69 731 0,30% Actions
JANE STREET GROUP, LLC $2 927 852 69 200 0,29% Option d'achat
Quadrature Capital Ltd $2 812 726 66 479 0,28% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 788 229 65 900 0,28% Option d'achat
Empowered Funds, LLC $2 764 789 65 346 0,28% Actions
USA Financial Portformulas Corp $2 741 968 80 884 0,28% Actions
Financial Management Professionals, Inc. $2 458 423 58 105 0,25% Actions
Sanctuary Advisors, LLC $2 374 214 56 115 0,24% Actions
Concurrent Investment Advisors, LLC $2 212 586 52 295 0,22% Actions
AMERIPRISE FINANCIAL INC $2 125 696 50 241 0,21% Actions
Wealthstar Advisors, LLC $2 085 134 49 282 0,21% Actions
GTS SECURITIES LLC $2 041 331 48 247 0,21% Actions
Avior Wealth Management, LLC $2 039 021 48 192 0,21% Actions
Wagner Wealth Management, Corp $2 009 598 47 497 0,20% Actions
BANK OF MONTREAL /CAN/ $1 805 622 42 676 0,18% Actions
ENVESTNET ASSET MANAGEMENT INC $1 796 407 42 458 0,18% Actions
ST GERMAIN D J CO INC $1 778 078 42 025 0,18% Actions
HighTower Advisors, LLC $1 710 134 40 419 0,17% Actions
LEE JOHNSON CAPITAL MANAGEMENT, LLC $1 699 593 40 170 0,17% Actions
IFG Advisory, LLC $1 686 354 39 857 0,17% Actions
Providence First Trust Co $1 599 530 37 805 0,16% Actions
Rockefeller Capital Management L.P. $1 590 063 37 581 0,16% Actions
NBT BANK, N.A. $1 577 486 37 284 0,16% Actions
Corient Private Wealth LP $1 503 318 35 531 0,15% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 403 592 33 174 0,14% Actions
WESPAC Advisors, LLC $1 396 526 33 007 0,14% Actions
Yeomans Consulting Group, Inc. $1 344 813 39 670 0,14% Actions
CAPTRUST FINANCIAL ADVISORS $1 324 599 31 307 0,13% Actions
SHP Wealth Management $1 318 743 31 169 0,13% Actions
DAVENPORT & Co LLC $1 294 728 30 601 0,13% Actions
Lakeshore Capital Group, Inc. $1 291 587 30 527 0,13% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 286 224 30 400 0,13% Option de vente
Outlook Wealth Advisors, LLC $1 262 668 29 843 0,13% Actions
HARMONY ASSET MANAGEMENT LLC $1 204 161 28 460 0,12% Actions
Fiduciary Alliance LLC $1 185 018 28 008 0,12% Actions
JONES FINANCIAL COMPANIES LLLP $1 181 231 28 650 0,12% Actions
GeoWealth Management, LLC $1 169 745 27 647 0,12% Actions
Kesler, Norman & Wride, LLC $1 133 150 26 782 0,11% Actions
Private Advisor Group, LLC $1 119 824 26 467 0,11% Actions
Koshinski Asset Management, Inc. $1 098 758 25 969 0,11% Actions
Retirement Planning Group, LLC $1 093 629 25 848 0,11% Actions
Ausdal Financial Partners, Inc. $1 065 704 25 188 0,11% Actions
Balboa Wealth Partners $1 064 773 25 166 0,11% Actions
Brendel Financial Advisors LLC $1 047 935 24 768 0,11% Actions
Rothschild Wealth LLC $998 415 23 598 0,10% Actions
MUIRFIELD WEALTH ADVISORS LLC $927 351 21 918 0,09% Actions
Integrated Wealth Concepts LLC $919 782 21 739 0,09% Actions
Alpha Cubed Investments, LLC $908 418 26 797 0,09% Actions
HARBOUR INVESTMENTS, INC. $859 782 20 321 0,09% Actions
Atria Investments, Inc $858 131 20 282 0,09% Actions
Baird Financial Group, Inc. $858 089 20 281 0,09% Actions
Buck Wealth Strategies, LLC $834 323 19 719 0,08% Actions
Pathstone Holdings, LLC $829 741 19 611 0,08% Actions
XTX Topco Ltd $829 657 19 609 0,08% Actions
Astoria Portfolio Advisors LLC. $828 853 19 590 0,08% Actions
Nikulski Financial, Inc. $796 837 18 833 0,08% Actions
TUDOR INVESTMENT CORP ET AL $784 131 18 533 0,08% Actions
APS Management Group, Inc. $778 842 18 408 0,08% Actions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $665 409 15 727 0,07% Actions
FIFTH THIRD BANCORP $660 141 15 602 0,07% Actions
MONEY CONCEPTS CAPITAL CORP $647 639 15 307 0,07% Actions
Clear Creek Financial Management, LLC $647 639 15 307 0,07% Actions
KKM Financial LLC $633 931 14 983 0,06% Actions
Snowden Capital Advisors LLC $611 380 14 450 0,06% Actions
Stratos Investment Management, LLC $584 811 13 822 0,06% Actions
SIMPLEX TRADING, LLC $579 477 13 696 0,06% Actions
COMMONWEALTH EQUITY SERVICES, LLC $562 990 13 306 0,06% Actions
Foundations Investment Advisors, LLC $546 434 12 915 0,06% Actions
Beacon Pointe Advisors, LLC $532 287 12 581 0,05% Actions
Wakefield Asset Management LLLP $524 179 12 389 0,05% Actions
J.W. COLE ADVISORS, INC. $521 303 12 321 0,05% Actions
Kovack Advisors, Inc. $515 896 12 342 0,05% Actions
Midwest Trust Co $493 800 11 671 0,05% Actions
COMMERCE BANK $444 339 10 502 0,04% Actions
Capital Investment Advisors, LLC $433 586 10 248 0,04% Actions
Family Firm, Inc. $430 048 14 441 0,04% Actions
Sunbelt Securities, Inc. $429 128 10 914 0,04% Actions
Strengthening Families & Communities, LLC $428 937 10 138 0,04% Actions
Greenspring Advisors, LLC $421 450 9 961 0,04% Actions
Quantinno Capital Management LP $386 290 9 130 0,04% Actions
BLAIR WILLIAM & CO/IL $371 407 8 778 0,04% Actions
Arkadios Wealth Advisors $364 048 8 604 0,04% Actions
Hexagon Capital Partners LLC $363 866 8 600 0,04% Actions
Mezzasalma Advisors, LLC $362 049 8 557 0,04% Actions
CHICAGO TRUST Co NA $360 227 8 514 0,04% Actions
Williams & Novak, LLC $353 923 8 365 0,04% Actions
Narus Financial Partners, LLC $337 507 7 977 0,03% Actions
Vigil Wealth Management, LLC $324 433 7 668 0,03% Actions
MGB Wealth Management, LLC $313 594 9 235 0,03% Actions
Farther Finance Advisors, LLC $310 442 7 336 0,03% Actions
Envestnet Portfolio Solutions, Inc. $287 496 6 795 0,03% Actions
Advanced Asset Management Advisors Inc $282 927 6 687 0,03% Actions
Belpointe Asset Management LLC $275 556 6 512 0,03% Actions
Concord Wealth Partners $266 299 6 294 0,03% Actions
WealthCare Asset Management, LLC $264 158 6 244 0,03% Actions
Concord Asset Management, LLC/VA $262 787 6 211 0,03% Actions
BRIGHTON JONES LLC $262 661 6 208 0,03% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $260 524 6 157 0,03% Actions
BENJAMIN EDWARDS INC $257 485 6 086 0,03% Actions
FOCUSED ALPHA, LLC $255 891 6 048 0,03% Actions
Freestone Capital Holdings, LLC $252 421 5 966 0,03% Actions
Alpine Global Management, LLC $251 956 5 955 0,03% Actions
PACIFIC FINANCIAL GROUP INC $231 859 5 480 0,02% Actions
True Freedom Investing, LLC $228 594 5 814 0,02% Actions
Mutual Advisors, LLC $227 722 5 382 0,02% Actions
Apollon Wealth Management, LLC $222 043 5 248 0,02% Actions
JOHNSON INVESTMENT COUNSEL INC $220 520 5 212 0,02% Actions
Y-Intercept (Hong Kong) Ltd $211 635 5 002 0,02% Actions
COMERICA BANK $205 976 6 076 0,02% Actions
FMR LLC $191 557 4 527 0,02% Actions
SILVER OAK SECURITIES, INCORPORATED $177 448 4 194 0,02% Actions
Arax Advisory Partners $169 241 4 000 0,02% Actions
CWM, LLC $128 970 3 280 0,01% Actions
Global Retirement Partners, LLC $128 199 3 030 0,01% Actions
Federation des caisses Desjardins du Quebec $124 180 2 935 0,01% Actions
Global Trust Asset Management, LLC $104 506 2 470 0,01% Actions
FARMERS & MERCHANTS INVESTMENTS INC $90 628 2 142 0,01% Actions
Strategic Wealth Partners, Ltd. $71 927 1 700 0,01% Actions
AlphaCore Capital LLC $71 849 1 698 0,01% Actions
BlackRock, Inc. $70 742 1 672 0,01% Actions
Capital Advisor Network LLC $62 830 1 485 0,01% Actions
FSA Wealth Management LLC $47 245 1 465 0,00% Actions
Fourth Dimension Wealth, LLC $42 056 994 0,00% Actions
Gen-Wealth Partners Inc $35 673 843 0,00% Actions
Smartleaf Asset Management LLC $28 030 660 0,00% Actions
PRIVATE TRUST CO NA $26 740 632 0,00% Actions
Curat Global, LLC $22 255 526 0,00% Actions
PNC Financial Services Group, Inc. $21 156 500 0,00% Actions
AE Wealth Management LLC $21 155 500 0,00% Actions
Migdal Insurance & Financial Holdings Ltd. $20 943 495 0,00% Actions
Godfrey Financial Associates, Inc. $17 982 425 0,00% Actions
First Pacific Financial $17 644 417 0,00% Actions
TUCKER ASSET MANAGEMENT LLC $14 258 337 0,00% Actions
FIDUCIARY FINANCIAL ADVISORS $12 693 300 0,00% Actions
OAKWORTH CAPITAL, INC. $12 693 300 0,00% Actions
Moisand Fitzgerald Tamayo, LLC $12 693 300 0,00% Actions
MTM Investment Management, LLC $11 424 270 0,00% Actions
SOUTH PLAINS FINANCIAL, INC. $9 096 215 0,00% Actions
Cambridge Investment Research Advisors, Inc. $9 035 213 550 0,00% Actions
BOYD WATTERSON ASSET MANAGEMENT LLC/OH $6 346 150 0,00% Actions
HUNTINGTON NATIONAL BANK $5 374 127 0,00% Actions
Princeton Global Asset Management LLC $5 289 125 0,00% Actions
CIBC Private Wealth Group LLC $4 936 153 0,00% Actions
ASSETMARK, INC $4 866 115 0,00% Actions
Rossby Financial, LCC $4 400 104 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3 932 100 0,00% Actions
Corsicana & Co. $3 850 91 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3 804 91 0,00% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3 723 88 0,00% Actions
Capital Investment Advisory Services, LLC $3 385 80 0,00% Actions
EVERMAY WEALTH MANAGEMENT LLC $3 131 74 0,00% Actions
Nalls Sherbakoff Group, LLC $2 539 60 0,00% Actions
TD Waterhouse Canada Inc. $2 496 59 0,00% Actions
CENTAURUS FINANCIAL, INC. $2 349 55 525 0,00% Actions
Fortis Group Advisors, LLC $1 903 45 0,00% Actions
VICTORY CAPITAL MANAGEMENT INC $1 721 41 0,00% Actions
WHITTIER TRUST CO $1 526 37 0,00% Actions
Mountain Hill Investment Partners Corp. $1 406 33 0,00% Actions
Key Capital Management, INC $1 396 33 0,00% Actions
Insight Inv LLC $1 227 29 0,00% Actions
Tidemark, LLC $1 100 26 0,00% Actions
Silver Grove Financial Group, Inc. $1 015 24 0,00% Actions
IFP Advisors, Inc $973 23 0,00% Actions
Allspring Global Investments Holdings, LLC $932 23 0,00% Actions
Institute for Wealth Management, LLC. $734 17 0,00% Actions
Ritter Daniher Financial Advisory LLC / DE $720 17 0,00% Actions
HRT FINANCIAL LP $593 14 031 0,00% Actions
FLOW TRADERS U.S. LLC $423 9 993 0,00% Actions
CX Institutional $112 2 713 0,00% Actions
Triumph Capital Management $85 2 0,00% Actions
Farmers & Merchants Trust Co of Chambersburg PA $6 150 0,00% Actions