JHML — Détenteurs institutionnels (13F)

115 déclarants · $917.7M 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
GRIMES & Co WEALTH MANAGEMENT, LLC $135 127 196 1 515 219 14,72% Actions
AMERIPRISE FINANCIAL INC $119 148 598 1 335 826 12,98% Actions
LPL Financial LLC $88 700 565 994 624 9,67% Actions
WELLS FARGO & COMPANY/MN $74 413 267 834 416 8,11% Actions
Sanchez Wealth Management Group $46 317 098 519 367 5,05% Actions
RAYMOND JAMES FINANCIAL INC $44 570 825 499 785 4,86% Actions
COMMONWEALTH EQUITY SERVICES, LLC $42 769 229 479 583 4,66% Actions
MORGAN STANLEY $37 686 904 422 593 4,11% Actions
ENVESTNET ASSET MANAGEMENT INC $30 472 323 341 695 3,32% Actions
Kestra Advisory Services, LLC $26 491 937 297 061 2,89% Actions
BANK OF AMERICA CORP /DE/ $25 117 693 281 652 2,74% Actions
Cetera Investment Advisers $22 362 204 250 753 2,44% Actions
JONES FINANCIAL COMPANIES LLLP $18 137 947 206 700 1,98% Actions
Simplicity Wealth,LLC $17 402 743 195 142 1,90% Actions
H D Vest Advisory Services $15 302 504 208 615 1,67% Actions
IAM Advisory, LLC $14 325 153 160 632 1,56% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $14 073 422 157 809 1,53% Actions
Vestmark Advisory Solutions, Inc. $14 068 428 157 753 1,53% Actions
Cooper Financial Group $12 532 989 140 536 1,37% Actions
ERn Financial, LLC $12 089 060 135 558 1,32% Actions
UBS Group AG $8 240 945 92 408 0,90% Actions
PMG Wealth Management, Inc. $7 462 318 83 677 0,81% Actions
CoreCap Advisors, LLC $5 835 761 65 438 0,64% Actions
Schneider Downs Wealth Management Advisors, LP $5 764 720 64 641 0,63% Actions
HighTower Advisors, LLC $5 718 035 64 118 0,62% Actions
Capital Investment Advisory Services, LLC $5 645 005 63 299 0,62% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5 597 731 62 769 0,61% Actions
PARSONS CAPITAL MANAGEMENT INC/RI $3 955 758 44 357 0,43% Actions
Private Advisor Group, LLC $3 843 723 43 101 0,42% Actions
MERCER GLOBAL ADVISORS INC /ADV $3 476 682 38 985 0,38% Actions
FCA CORP /TX $3 339 440 37 446 0,36% Actions
Rockefeller Capital Management L.P. $3 316 551 37 189 0,36% Actions
OSAIC HOLDINGS, INC. $2 393 009 26 828 0,26% Actions
Sanctuary Advisors, LLC $2 126 051 23 840 0,23% Actions
Rossmore Private Capital $1 921 829 21 550 0,21% Actions
GOLDMAN SACHS GROUP INC $1 846 918 20 710 0,20% Actions
JOURNEY STRATEGIC WEALTH LLC $1 835 040 23 445 0,20% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1 820 388 20 463 0,20% Actions
Foundry Financial Group, Inc. $1 552 328 17 407 0,17% Actions
SigFig Wealth Management, LLC $1 453 766 16 386 0,16% Actions
JPMORGAN CHASE & CO $1 398 671 15 765 0,15% Actions
OPPENHEIMER & CO INC $1 369 002 15 351 0,15% Actions
Envestnet Portfolio Solutions, Inc. $1 294 626 14 517 0,14% Actions
Goodman Advisory Group, LLC $1 275 634 14 304 0,14% Actions
Equitable Holdings, Inc. $1 215 265 13 627 0,13% Actions
Amplius Wealth Advisors, LLC $1 047 865 11 750 0,11% Actions
CWM, LLC $1 017 850 13 004 0,11% Actions
Financially in Tune, LLC $974 227 12 447 0,11% Actions
Tyler-Stone Wealth Management $933 016 12 720 0,10% Actions
Arkadios Wealth Advisors $919 028 10 306 0,10% Actions
CHILTON CAPITAL MANAGEMENT LLC $918 911 10 304 0,10% Actions
Perennial Investment Advisors, LLC $885 246 9 925 0,10% Actions
Mariner, LLC $852 561 9 560 0,09% Actions
Beacon Pointe Advisors, LLC $815 730 9 147 0,09% Actions
NewEdge Advisors, LLC $754 406 8 459 0,08% Actions
COLUMBIA ADVISORY PARTNERS LLC $709 334 7 954 0,08% Actions
ROYAL BANK OF CANADA $610 000 6 841 0,07% Actions
Avant Capital LLC $582 111 6 527 0,06% Actions
Venture Visionary Partners LLC $579 670 6 500 0,06% Actions
Orion Porfolio Solutions, LLC $559 872 6 278 0,06% Actions
Sageworth Trust Co of South Dakota $548 189 6 147 0,06% Actions
James J. Burns & Company, LLC $538 647 6 040 0,06% Actions
Ebert Capital Management Inc. $535 080 6 000 0,06% Actions
Orion Portfolio Solutions, LLC $513 201 7 612 0,06% Actions
Beirne Wealth Consulting Services, LLC $476 734 5 345 0,05% Actions
Kraft, Davis & Associates, LLC $460 097 5 200 0,05% Actions
VestGen Advisors, LLC $449 378 5 039 0,05% Actions
IHT Wealth Management, LLC $404 164 4 532 0,04% Actions
HARBOUR INVESTMENTS, INC. $397 054 4 452 0,04% Actions
ORG Partners LLC $391 981 4 909 0,04% Actions
TRUST POINT INC. $373 486 4 188 0,04% Actions
Farther Finance Advisors, LLC $362 541 4 065 0,04% Actions
OneAscent Wealth Management LLC $355 561 3 987 0,04% Actions
FMR LLC $313 969 3 521 0,03% Actions
Arlington Financial Advisors, LLC $303 925 3 408 0,03% Actions
STIFEL FINANCIAL CORP $303 835 3 407 0,03% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $285 401 3 200 0,03% Actions
OneAscent Family Office, LLC $279 490 3 134 0,03% Actions
INDEPENDENT FINANCIAL GROUP, LLC $269 224 3 019 0,03% Actions
HILL ISLAND FINANCIAL LLC $257 897 2 892 0,03% Actions
Gilbert & Cook, Inc. $251 844 2 824 0,03% Actions
PRIVATE CLIENT SERVICES, LLC $243 681 2 734 0,03% Actions
PRIVATE TRUST CO NA $235 435 2 640 0,03% Actions
Segment Wealth Management, LLC $234 543 2 630 0,03% Actions
Prosperity Financial Group, Inc. $229 294 2 571 0,02% Actions
J.W. COLE ADVISORS, INC. $223 937 2 511 0,02% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $214 924 2 410 0,02% Actions
Godfrey Financial Associates, Inc. $160 154 1 817 0,02% Actions
ASSETMARK, INC $149 198 1 673 0,02% Actions
BANK OF MONTREAL /CAN/ $118 699 1 331 0,01% Actions
Bank & Trust Co $111 065 1 419 0,01% Actions
Aptus Capital Advisors, LLC $110 137 1 235 0,01% Actions
Smartleaf Asset Management LLC $91 470 1 031 0,01% Actions
TRUST CO OF VERMONT $69 293 777 0,01% Actions
IFP Advisors, Inc $65 012 729 0,01% Actions
BLAIR WILLIAM & CO/IL $57 967 650 0,01% Actions
BELLEVUE ASSET MANAGEMENT, LLC $52 883 593 0,01% Actions
Tidemark, LLC $52 474 588 0,01% Actions
US BANCORP \DE\ $45 036 505 0,00% Actions
REAP Financial Group, LLC $40 047 449 0,00% Actions
PITTENGER & ANDERSON INC $35 940 403 0,00% Actions
SIMS INVESTMENT MANAGEMENT, LLC $32 551 365 0,00% Actions
AE Wealth Management LLC $29 786 334 0,00% Actions
SHP Wealth Management $26 219 294 0,00% Actions
ARMSTRONG ADVISORY GROUP, INC $14 358 161 0,00% Actions
Independence Bank of Kentucky $8 918 100 0,00% Actions
VANGUARD ADVISERS INC $7 514 96 0,00% Actions
Dunhill Financial, LLC $7 045 79 0,00% Actions
Global Retirement Partners, LLC $6 689 75 0,00% Actions
Medallion Wealth Advisors, LLC $6 153 69 0,00% Actions
Sunbelt Securities, Inc. $783 10 0,00% Actions
Capital Advisors, Ltd. LLC $400 4 482 0,00% Actions
Thrivent Financial for Lutherans $398 4 461 0,00% Actions
PARK AVENUE SECURITIES LLC $353 3 956 0,00% Actions
Cambridge Investment Research Advisors, Inc. $334 3 749 0,00% Actions