JCE — Détenteurs institutionnels (13F)

51 déclarants · $76.8M 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
RAYMOND JAMES FINANCIAL INC $9 454 621 577 911 12,30% Actions
Shaker Financial Services, LLC $8 709 218 519 128 11,33% Actions
Baird Financial Group, Inc. $8 703 078 531 973 11,33% Actions
1607 Capital Partners, LLC $8 233 170 503 250 10,71% Actions
MORGAN STANLEY $6 365 898 389 113 8,28% Actions
GUGGENHEIM CAPITAL LLC $5 206 717 318 259 6,78% Actions
RETIREMENT PLANNING GROUP, LLC / NY $4 183 077 250 109 5,44% Actions
Invesco Ltd. $3 869 713 236 535 5,04% Actions
Karpus Management, Inc. $3 257 881 199 137 4,24% Actions
OSAIC HOLDINGS, INC. $2 955 095 180 614 3,85% Actions
Capital Investment Advisors, LLC $1 888 778 115 451 2,46% Actions
WELLS FARGO & COMPANY/MN $1 762 045 107 704 2,29% Actions
LPL Financial LLC $1 518 708 92 831 1,98% Actions
Steward Partners Investment Advisory, LLC $1 497 071 91 508 1,95% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $854 413 52 194 1,11% Actions
Spire Wealth Management $843 751 51 574 1,10% Actions
AMERIPRISE FINANCIAL INC $748 372 45 744 0,97% Actions
UBS Group AG $728 576 44 534 0,95% Actions
Z3 Capital Partners, LLC $677 482 41 411 0,88% Actions
ROYAL BANK OF CANADA $546 000 33 347 0,71% Actions
BANK OF AMERICA CORP /DE/ $545 581 33 348 0,71% Actions
PMG Family Office LLC $512 927 30 675 0,67% Actions
COMMONWEALTH EQUITY SERVICES, LLC $482 310 29 481 0,63% Actions
Cetera Investment Advisers $451 283 27 585 0,59% Actions
NewEdge Advisors, LLC $329 080 20 115 0,43% Actions
TWO SIGMA INVESTMENTS, LP $309 548 18 921 0,40% Actions
Canal Capital Management, LLC $296 374 18 116 0,39% Actions
XTX Topco Ltd $276 909 16 926 0,36% Actions
WOLVERINE ASSET MANAGEMENT LLC $232 836 14 232 0,30% Actions
Centurion Wealth Management LLC $208 939 12 771 0,27% Actions
NWF Advisory Services Inc. $197 956 12 100 0,26% Actions
DAYMARK WEALTH PARTNERS, LLC $176 524 10 790 0,23% Actions
David J Yvars Group $175 010 11 000 0,23% Actions
Founders Financial Alliance, LLC $168 781 10 317 0,22% Actions
Rockefeller Capital Management L.P. $153 179 9 363 0,20% Actions
CWM, LLC $85 960 5 816 0,11% Actions
FIFTH THIRD BANCORP $64 933 3 969 0,08% Actions
COMERICA BANK $63 266 3 969 0,08% Actions
EASTERN BANK $30 577 1 869 0,04% Actions
Ameritas Advisory Services, LLC $28 646 1 751 0,04% Actions
PNC Financial Services Group, Inc. $15 509 948 0,02% Actions
JONES FINANCIAL COMPANIES LLLP $15 413 978 0,02% Actions
Thomas J. Herzfeld Advisors, Inc. $6 582 402 0,01% Actions
Colonial Trust Co / SC $5 903 371 0,01% Actions
Institute for Wealth Management, LLC. $4 908 300 0,01% Actions
ST GERMAIN D J CO INC $2 045 125 0,00% Actions
Transamerica Financial Advisors, LLC $1 596 95 0,00% Actions
Thrivent Financial for Lutherans $1 313 80 761 0,00% Actions
Cambridge Investment Research Advisors, Inc. $424 25 928 0,00% Actions
FNY Investment Advisers, LLC $49 3 000 0,00% Actions
Centerpoint Advisors, LLC $16 1 000 0,00% Actions