JMOM — Détenteurs institutionnels (13F)

165 déclarants · $1.9B 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $809 024 134 9 685 375 43,18% Actions
Blue Trust, Inc. $411 175 859 4 811 325 21,94% Actions
Equitable Holdings, Inc. $121 490 979 1 421 610 6,48% Actions
LPL Financial LLC $71 661 442 838 538 3,82% Actions
JPMORGAN CHASE & CO $65 044 534 770 814 3,47% Actions
Shore Point Advisors, LLC $44 019 435 701 536 2,35% Actions
EP Wealth Advisors, LLC $33 032 399 386 525 1,76% Actions
Nova R Wealth, Inc. $21 336 130 249 662 1,14% Actions
MAGNOLIA CAPITAL ADVISORS LLC $20 171 077 236 029 1,08% Actions
ARQ WEALTH ADVISORS, LLC $16 961 522 206 445 0,91% Actions
CABOT WEALTH MANAGEMENT INC $14 748 174 172 574 0,79% Actions
Vident Advisory, LLC $14 733 930 172 407 0,79% Actions
CWM, LLC $12 979 702 191 103 0,69% Actions
West Wealth Group, LLC $12 079 401 141 345 0,64% Actions
Cassia Capital Partners, LLC $11 714 813 137 154 0,63% Actions
Corient Private Wealth LP $9 343 405 109 331 0,50% Actions
Vise Technologies, Inc. $7 622 081 89 189 0,41% Actions
Savant Capital, LLC $6 778 474 79 317 0,36% Actions
5T Wealth, LLC $6 534 529 76 463 0,35% Actions
Wealth Enhancement Trust Services, Inc. $6 213 113 72 702 0,33% Actions
Kingsview Wealth Management, LLC $5 790 443 67 756 0,31% Actions
Orion Porfolio Solutions, LLC $5 554 868 65 000 0,30% Actions
Kathmere Capital Management, LLC $4 931 811 57 709 0,26% Actions
Fifth Third Securities, Inc. $4 891 901 57 242 0,26% Actions
BANK OF AMERICA CORP /DE/ $4 573 563 53 517 0,24% Actions
KELLY FINANCIAL GROUP LLC $4 530 747 53 016 0,24% Actions
SILVER OAK SECURITIES, INCORPORATED $4 463 547 52 230 0,24% Actions
Delos Wealth Advisors, LLC $4 258 558 49 831 0,23% Actions
3Chopt Investment Partners, LLC $4 107 122 48 059 0,22% Actions
Skyline Advisors, Inc. $3 975 298 46 516 0,21% Actions
Strategic Financial Services, Inc. $3 839 974 44 933 0,20% Actions
Fifth Third Wealth Advisors LLC $3 777 845 44 206 0,20% Actions
INTRUST BANK NA $3 760 409 44 002 0,20% Actions
Orion Portfolio Solutions, LLC $3 581 201 63 541 0,19% Actions
Cetera Investment Advisers $3 548 991 41 528 0,19% Actions
Centennial Bank/AR/ $3 323 539 38 890 0,18% Actions
ROYAL BANK OF CANADA $3 227 000 37 766 0,17% Actions
Klaas Financial Asset Advisors, LLC $3 046 393 35 647 0,16% Actions
HighTower Advisors, LLC $2 927 636 34 257 0,16% Actions
RAYMOND JAMES FINANCIAL INC $2 815 233 32 942 0,15% Actions
NorthCrest Asset Manangement, LLC $2 707 179 32 236 0,14% Actions
AQR CAPITAL MANAGEMENT LLC $2 589 373 30 299 0,14% Actions
Quantinno Capital Management LP $2 502 952 29 288 0,13% Actions
Belpointe Asset Management LLC $2 293 409 26 836 0,12% Actions
CFS Investment Advisory Services, LLC $2 226 248 26 761 0,12% Actions
COMMONWEALTH EQUITY SERVICES, LLC $2 144 160 25 090 0,11% Actions
Wealthfront Advisers LLC $2 135 816 24 992 0,11% Actions
Hershey Financial Advisers, LLC $2 009 506 23 514 0,11% Actions
Professional Financial Advisors, LLC $1 991 433 23 303 0,11% Actions
ENVESTNET ASSET MANAGEMENT INC $1 918 169 22 445 0,10% Actions
Composition Wealth, LLC $1 870 805 21 891 0,10% Actions
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1 832 263 21 440 0,10% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 779 106 20 818 0,09% Actions
J HAGAN CAPITAL, INC. $1 767 056 20 677 0,09% Actions
Palumbo Wealth Management LLC $1 712 704 20 041 0,09% Actions
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $1 697 749 19 866 0,09% Actions
IFG Advisory, LLC $1 619 515 18 951 0,09% Actions
Blue Oak Capital, LLC $1 529 266 23 787 0,08% Actions
17 CAPITAL PARTNERS, LLC $1 339 073 15 669 0,07% Actions
Advisory Services Network, LLC $1 244 260 14 560 0,07% Actions
MN Wealth Advisors, LLC $1 215 321 14 220 0,06% Actions
OSAIC HOLDINGS, INC. $1 203 535 14 080 0,06% Actions
Integrated Wealth Concepts LLC $1 140 863 13 350 0,06% Actions
AE Wealth Management LLC $1 101 358 12 887 0,06% Actions
TSA Wealth Managment LLC $1 086 538 12 714 0,06% Actions
Private Advisor Group, LLC $1 028 768 12 038 0,05% Actions
First Heartland Consultants, Inc. $988 056 11 562 0,05% Actions
Gallacher Capital Management LLC $925 911 10 834 0,05% Actions
Triumph Capital Management $921 601 10 784 0,05% Actions
Linscomb Wealth, Inc. $861 865 10 085 0,05% Actions
KICKSTAND VENTURES, LLC. $854 258 9 996 0,05% Actions
Elevation Capital Advisory, LLC $837 680 9 802 0,04% Actions
GTS SECURITIES LLC $817 596 9 567 0,04% Actions
NewEdge Advisors, LLC $764 529 8 946 0,04% Actions
One Wealth Advisors, LLC $728 119 8 520 0,04% Actions
Patten Group, Inc. $712 309 8 335 0,04% Actions
Asempa Wealth Advisors $694 533 8 127 0,04% Actions
SYNOVUS FINANCIAL CORP $677 658 9 976 0,04% Actions
JANE STREET GROUP, LLC $671 716 7 860 0,04% Actions
LAKE STREET PRIVATE WEALTH, LLC $662 315 7 750 0,04% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $660 830 7 733 0,04% Actions
Prospera Financial Services Inc $634 615 7 417 0,03% Actions
Brookwood Investment Group LLC $633 002 7 407 0,03% Actions
Cerity Partners LLC $622 405 7 283 0,03% Actions
DAYMARK WEALTH PARTNERS, LLC $603 177 7 058 0,03% Actions
Brightwater Advisory LLC $599 075 7 010 0,03% Actions
Mayflower Financial Advisors, LLC $574 462 6 722 0,03% Actions
Farther Finance Advisors, LLC $553 689 6 485 0,03% Actions
Midwest Trust Co $537 202 6 286 0,03% Actions
Sanctuary Advisors, LLC $516 606 6 045 0,03% Actions
Creative Planning $502 596 5 881 0,03% Actions
Concurrent Investment Advisors, LLC $490 882 5 744 0,03% Actions
Castleview Partners, LLC $442 170 5 174 0,02% Actions
MORGAN STANLEY $440 477 5 154 0,02% Actions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $430 206 5 034 0,02% Actions
Able Wealth Management LLC $429 825 5 030 0,02% Actions
TBH Global Asset Management, LLC $428 155 5 010 0,02% Actions
Cypress Wealth Services, LLC $425 591 4 980 0,02% Actions
Vestmark Advisory Solutions, Inc. $415 690 4 864 0,02% Actions
AXXCESS WEALTH MANAGEMENT, LLC $391 133 4 577 0,02% Actions
Mariner, LLC $386 004 4 517 0,02% Actions
Ameritas Advisory Services, LLC $376 759 4 409 0,02% Actions
FMR LLC $372 874 4 363 0,02% Actions
FLORIDA FINANCIAL ADVISORS, LLC $366 223 4 287 0,02% Actions
MGO ONE SEVEN LLC $334 348 3 912 0,02% Actions
Burk Holdings LLC $322 184 3 770 0,02% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $320 475 3 750 0,02% Actions
Zhang Financial LLC $309 023 3 616 0,02% Actions
AWM CAPITAL, LLC $296 919 3 474 0,02% Actions
MML INVESTORS SERVICES, LLC $283 451 3 317 0,02% Actions
Ascent Group, LLC $281 847 3 298 0,02% Actions
Detalus Advisors, LLC $275 010 3 218 0,01% Actions
Foundations Investment Advisors, LLC $274 804 3 216 0,01% Actions
Stratos Wealth Partners, LTD. $274 156 3 208 0,01% Actions
Kestra Advisory Services, LLC $265 213 3 103 0,01% Actions
Summit Trail Advisors, LLC $262 191 3 068 0,01% Actions
Vertex Planning Partners, LLC $231 642 2 711 0,01% Actions
Independent Wealth Network Inc. $229 920 2 690 0,01% Actions
Good Life Advisors, LLC $229 137 3 564 0,01% Actions
Cresset Asset Management, LLC $218 219 2 553 0,01% Actions
Summit Financial, LLC $213 793 2 502 0,01% Actions
Savvy Advisors, Inc. $211 226 2 472 0,01% Actions
AMERIPRISE FINANCIAL INC $209 975 2 457 0,01% Actions
WELLS FARGO & COMPANY/MN $207 306 2 426 0,01% Actions
J.W. COLE ADVISORS, INC. $205 711 2 407 0,01% Actions
MONEYWISE, INC. $202 810 2 373 0,01% Actions
Acropolis Investment Management, LLC $166 818 1 952 0,01% Actions
Rossby Financial, LCC $163 485 1 913 0,01% Actions
Smartleaf Asset Management LLC $141 344 1 675 0,01% Actions
NATIONAL BANK OF CANADA /FI/ $123 844 1 450 0,01% Actions
Gleason Group, Inc. $109 914 1 286 0,01% Actions
COMERICA BANK $101 339 1 487 0,01% Actions
FIFTH THIRD BANCORP $96 143 1 125 0,01% Actions
Global Retirement Partners, LLC $86 471 1 012 0,00% Actions
Larson Financial Group LLC $85 803 1 004 0,00% Actions
HHM Wealth Advisors, LLC $74 157 868 0,00% Actions
IFP Advisors, Inc $66 317 776 0,00% Actions
Lloyd Advisory Services, LLC. $65 651 768 0,00% Actions
Federation des caisses Desjardins du Quebec $59 018 691 0,00% Actions
Ashton Thomas Private Wealth, LLC $55 805 653 0,00% Actions
Abich Financial Wealth Management LLC $51 267 755 0,00% Actions
Arax Advisory Partners $50 422 590 0,00% Actions
Silver Grove Financial Group, Inc. $46 490 544 0,00% Actions
Legacy Investment Solutions, LLC $43 011 669 0,00% Actions
Arlington Trust Co LLC $42 730 500 0,00% Actions
Global Trust Asset Management, LLC $34 953 409 0,00% Actions
UBS Group AG $31 535 369 0,00% Actions
EverSource Wealth Advisors, LLC $22 476 263 0,00% Actions
ASSETMARK, INC $21 194 248 0,00% Actions
HARBOUR INVESTMENTS, INC. $15 789 185 0,00% Actions
Family Capital Trust Co $15 724 184 0,00% Actions
Allworth Financial LP $15 383 180 0,00% Actions
Kingdom Financial Group LLC. $14 412 169 0,00% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $12 077 141 0,00% Actions
FWL INVESTMENT MANAGEMENT, LLC $9 153 107 0,00% Actions
SALEM INVESTMENT COUNSELORS INC $7 692 90 0,00% Actions
Key Financial Inc $5 555 65 0,00% Actions
VANGUARD ADVISERS INC $2 717 40 0,00% Actions
Spire Wealth Management $1 624 19 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 072 12 545 0,00% Actions
Golden State Wealth Management, LLC $684 8 0,00% Actions
THOROUGHBRED FINANCIAL SERVICES, LLC $489 5 725 0,00% Actions
Janney Montgomery Scott LLC $430 5 030 0,00% Actions
FLOW TRADERS U.S. LLC $255 2 980 0,00% Actions
HAZLETT, BURT & WATSON, INC. $56 650 0,00% Actions