JMTG — Détenteurs institutionnels (13F)

179 déclarants · $6.2B 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
JPMORGAN CHASE & CO $2 424 412 526 47 687 106 38,87% Actions
BANK OF AMERICA CORP /DE/ $739 710 690 14 595 712 11,86% Actions
NorthRock Partners, LLC $409 624 774 8 082 572 6,57% Actions
LPL Financial LLC $237 261 027 4 681 551 3,80% Actions
M&T Bank Corp $229 068 791 4 519 915 3,67% Actions
MORGAN STANLEY $222 039 056 4 381 196 3,56% Actions
Hamilton Capital, LLC $194 876 083 3 845 227 3,12% Actions
AMERIPRISE FINANCIAL INC $177 497 933 3 503 450 2,85% Actions
Acropolis Investment Management, LLC $105 487 253 2 081 437 1,69% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $98 681 439 1 960 299 1,58% Actions
JOHNSON INVESTMENT COUNSEL INC $79 834 207 1 575 261 1,28% Actions
BAILARD, INC. $76 623 802 1 511 914 1,23% Actions
Avalon Trust Co $68 108 298 1 343 889 1,09% Actions
O'Brien Wealth Partners LLC $49 322 648 965 974 0,79% Actions
HSBC HOLDINGS PLC $49 055 614 967 948 0,79% Actions
BlueStem Wealth Partners, LLC $48 538 154 957 738 0,78% Actions
Wright Fund Managment, LLC $45 949 878 900 978 0,74% Actions
First National Trust Co $45 394 937 895 717 0,73% Actions
OneDigital Investment Advisors LLC $44 969 916 887 331 0,72% Actions
Bill Few Associates, Inc. $43 378 256 855 925 0,70% Actions
Kestra Advisory Services, LLC $41 829 006 825 355 0,67% Actions
Goelzer Investment Management, Inc. $40 946 428 807 941 0,66% Actions
CAPTRUST FINANCIAL ADVISORS $40 761 593 804 293 0,65% Actions
Tortoise Investment Management, LLC $35 729 757 705 007 0,57% Actions
Focus Partners Wealth $34 858 502 687 816 0,56% Actions
Curi Capital, LLC $34 477 951 680 307 0,55% Actions
RAYMOND JAMES FINANCIAL INC $33 632 715 663 629 0,54% Actions
ENVESTNET ASSET MANAGEMENT INC $33 488 692 660 787 0,54% Actions
WELLS FARGO & COMPANY/MN $32 380 241 638 916 0,52% Actions
FIRST NATIONAL BANK SIOUX FALLS $31 245 852 611 824 0,50% Actions
Sanctuary Advisors, LLC $30 244 261 596 769 0,48% Actions
Diversified Portfolios, Inc. $29 955 448 591 070 0,48% Actions
FARMERS TRUST CO $24 938 134 488 983 0,40% Actions
CABOT WEALTH MANAGEMENT INC $24 372 063 480 901 0,39% Actions
Brueske Advisory Services, LLC $23 986 717 470 328 0,38% Actions
Abacus Planning Group, Inc. $19 436 752 383 519 0,31% Actions
Bank of New York Mellon Corp $19 035 437 375 601 0,31% Actions
Choice Wealth Advisors LLC $17 091 377 337 241 0,27% Actions
MERCER GLOBAL ADVISORS INC /ADV $15 519 588 306 227 0,25% Actions
HighPoint Advisor Group LLC $15 303 554 301 964 0,25% Actions
JONES FINANCIAL COMPANIES LLLP $14 578 376 287 146 0,23% Actions
TrustBank $13 192 308 260 306 0,21% Actions
STIFEL FINANCIAL CORP $12 439 902 245 462 0,20% Actions
Modern Wealth Management, LLC $11 939 310 235 582 0,19% Actions
SSI INVESTMENT MANAGEMENT LLC $11 734 143 231 534 0,19% Actions
GOLDMAN SACHS GROUP INC $10 512 046 207 420 0,17% Actions
BANK OF MONTREAL /CAN/ $9 564 329 188 720 0,15% Actions
Envestnet Portfolio Solutions, Inc. $8 655 213 170 782 0,14% Actions
Beverly Hills Private Wealth, LLC $8 455 437 166 840 0,14% Actions
INVENIO WEALTH PARTNERS LLC $8 394 889 165 645 0,13% Actions
JANE STREET GROUP, LLC $8 129 021 160 399 0,13% Actions
Cetera Investment Advisers $7 510 263 148 190 0,12% Actions
Equitable Holdings, Inc. $7 170 715 141 490 0,11% Actions
Integrated Wealth Concepts LLC $5 883 577 116 093 0,09% Actions
Wealth Enhancement Trust Services, Inc. $5 335 660 105 281 0,09% Actions
OSAIC HOLDINGS, INC. $5 178 096 102 173 0,08% Actions
Galvin, Gaustad & Stein, LLC $4 895 889 96 604 0,08% Actions
Central Pacific Bank - Trust Division $4 818 148 95 070 0,08% Actions
Cornerstone Wealth Management, LLC $4 420 216 87 218 0,07% Actions
UBS Group AG $4 405 055 86 919 0,07% Actions
BREAKTHRU ADVISORY SERVICES, LLC $4 266 396 84 183 0,07% Actions
FinArc Investments, Inc. $4 224 415 83 354 0,07% Actions
H D Vest Advisory Services $4 218 570 84 052 0,07% Actions
Private Advisor Group, LLC $4 104 869 80 996 0,07% Actions
HighTower Advisors, LLC $3 495 735 68 977 0,06% Actions
COMMONWEALTH EQUITY SERVICES, LLC $3 348 330 66 068 0,05% Actions
Allen Capital Group, LLC $3 233 789 63 808 0,05% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $3 221 880 63 573 0,05% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3 104 504 61 257 0,05% Actions
UMB Bank, n.a. $3 100 805 61 184 0,05% Actions
ESL Trust Services, LLC $2 943 797 58 086 0,05% Actions
Vestmark Advisory Solutions, Inc. $2 920 080 57 618 0,05% Actions
Avise Financial Cooperative, Inc. $2 769 454 54 646 0,04% Actions
CHOREO, LLC $2 551 718 50 350 0,04% Actions
Perennial Advisors, LLC $2 244 618 44 290 0,04% Actions
CITADEL ADVISORS LLC $2 236 914 44 138 0,04% Actions
TRUIST FINANCIAL CORP $2 207 064 43 549 0,04% Actions
NewEdge Advisors, LLC $2 192 321 43 258 0,04% Actions
Independence Bank of Kentucky $2 121 313 41 857 0,03% Actions
CITIZENS FINANCIAL GROUP INC/RI $2 094 371 41 325 0,03% Actions
FIRST NATIONAL BANK OF OMAHA $1 896 445 37 420 0,03% Actions
Western Wealth Management, LLC $1 717 600 33 891 0,03% Actions
Hudson Portfolio Management LLC $1 617 959 31 925 0,03% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $1 605 022 31 670 0,03% Actions
DAVENPORT & Co LLC $1 600 880 31 588 0,03% Actions
Global Retirement Partners, LLC $1 590 652 31 386 0,03% Actions
Dorsey & Whitney Trust CO LLC $1 440 123 28 416 0,02% Actions
RFG Advisory, LLC $1 427 706 28 171 0,02% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 302 172 25 694 0,02% Actions
CDKV HOLDINGS LLC $1 149 100 22 674 0,02% Actions
Advisory Services Network, LLC $1 145 518 22 603 0,02% Actions
Beacon Pointe Advisors, LLC $1 061 512 20 945 0,02% Actions
Sigma Planning Corp $1 058 660 20 889 0,02% Actions
PFG Advisors $1 056 660 20 850 0,02% Actions
SCHMIDT P J INVESTMENT MANAGEMENT INC $1 007 201 19 874 0,02% Actions
Atria Investments, Inc $926 911 18 289 0,01% Actions
J. W. Coons Advisors, LLC $871 041 17 355 0,01% Actions
Mariner, LLC $862 363 17 016 0,01% Actions
Creative Planning $822 215 16 224 0,01% Actions
HB Wealth Management, LLC $786 949 15 527 0,01% Actions
ROYAL BANK OF CANADA $771 000 15 216 0,01% Actions
YARGER WEALTH STRATEGIES, LLC $750 297 14 905 0,01% Actions
Vise Technologies, Inc. $740 160 14 605 0,01% Actions
OLD MISSION CAPITAL LLC $695 887 13 731 0,01% Actions
Concurrent Investment Advisors, LLC $687 407 13 563 0,01% Actions
AAF Wealth Management, LLC $664 940 13 120 0,01% Actions
Centurion Wealth Management LLC $620 779 12 249 0,01% Actions
MML INVESTORS SERVICES, LLC $616 423 12 163 0,01% Actions
Cadence Wealth Management LLC $591 544 11 672 0,01% Actions
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $523 358 10 326 0,01% Actions
Atria Wealth Solutions, Inc. $495 339 9 869 0,01% Actions
D.A. DAVIDSON & CO. $470 614 9 286 0,01% Actions
US BANCORP \DE\ $468 283 9 240 0,01% Actions
FIFTH THIRD BANCORP $437 792 8 638 0,01% Actions
Founders Financial Alliance, LLC $429 393 8 473 0,01% Actions
Steward Partners Investment Advisory, LLC $423 735 8 361 0,01% Actions
MassMutual Private Wealth & Trust, FSB $418 363 8 255 0,01% Actions
COMERICA BANK $380 142 7 445 0,01% Actions
Midwest Trust Co $373 714 7 374 0,01% Actions
GRIES FINANCIAL LLC $371 178 7 278 0,01% Actions
AE Wealth Management LLC $363 600 7 174 0,01% Actions
Johnson Financial Group, Inc. $341 534 6 739 0,01% Actions
First Commonwealth Financial Corp /PA/ $326 278 6 438 0,01% Actions
Summit Trail Advisors, LLC $322 098 6 356 0,01% Actions
BlackRock, Inc. $297 264 5 866 0,00% Actions
Good Life Advisors, LLC $278 703 5 553 0,00% Actions
FMR LLC $245 083 4 836 0,00% Actions
Stratos Wealth Partners, LTD. $235 345 4 643 0,00% Actions
Koshinski Asset Management, Inc. $231 209 4 562 0,00% Actions
Arkadios Wealth Advisors $211 202 4 168 0,00% Actions
Medallion Wealth Advisors, LLC $208 578 3 419 0,00% Actions
Savant Capital, LLC $205 736 4 060 0,00% Actions
Arax Advisory Partners $167 092 3 297 0,00% Actions
Rockefeller Capital Management L.P. $115 685 2 282 0,00% Actions
Guerra Advisors Inc $108 987 2 137 0,00% Actions
PNC Financial Services Group, Inc. $103 438 2 041 0,00% Actions
IFG Advisory, LLC $94 112 1 857 0,00% Actions
Wilmington Savings Fund Society, FSB $91 680 1 809 0,00% Actions
CIBC Private Wealth Group LLC $88 179 1 729 0,00% Actions
ALERUS FINANCIAL NA $77 236 1 524 0,00% Actions
Waverly Advisors, LLC $73 131 1 443 0,00% Actions
Ashton Thomas Private Wealth, LLC $66 999 1 322 0,00% Actions
EVOLUTION WEALTH MANAGEMENT INC. $50 275 992 0,00% Actions
Cambridge Investment Research Advisors, Inc. $45 362 895 067 0,00% Actions
PRIVATE TRUST CO NA $43 940 867 0,00% Actions
FIDUCIARY FINANCIAL ADVISORS $40 608 801 0,00% Actions
BNP PARIBAS FINANCIAL MARKETS $38 162 753 0,00% Actions
NBT BANK, N.A. $37 503 740 0,00% Actions
BFSG, LLC $35 933 709 0,00% Actions
CoreCap Advisors, LLC $34 513 681 0,00% Actions
Signature Resources Capital Management, LLC $33 918 669 0,00% Actions
MATHER GROUP, LLC. $32 537 642 0,00% Actions
Vanguard National Trust Co $32 283 637 0,00% Actions
HUNTINGTON NATIONAL BANK $29 952 591 0,00% Actions
LRI Investments, LLC $29 952 591 0,00% Actions
Financial Perspectives, Inc $23 969 473 0,00% Actions
LANARK FINANCIAL, INC. $22 892 451 0,00% Actions
HARBOUR INVESTMENTS, INC. $22 516 444 0,00% Actions
ASSETMARK, INC $17 231 340 0,00% Actions
Aventura Private Wealth, LLC $17 216 340 0,00% Actions
YANKCOM Partnership $15 407 304 0,00% Actions
Triumph Capital Management $15 407 304 0,00% Actions
COUNTRY TRUST BANK $14 697 290 0,00% Actions
Investors Research Corp $13 617 267 0,00% Actions
TRUST CO OF VERMONT $12 163 240 0,00% Actions
FRANKLIN RESOURCES INC $10 035 198 0,00% Actions
Allworth Financial LP $8 220 162 0,00% Actions
Copia Wealth Management $7 906 156 0,00% Actions
RICHARDSON FINANCIAL SERVICES INC. $5 372 106 0,00% Actions
CWM, LLC $4 458 87 0,00% Actions
Janney Montgomery Scott LLC $2 996 59 108 0,00% Actions
Strategic Wealth Partners, Ltd. $2 423 48 0,00% Actions
CALDWELL SUTTER CAPITAL, INC. $1 977 39 0,00% Actions
1620 INVESTMENT ADVISORS, INC. $1 115 22 0,00% Actions
Rossby Financial, LCC $710 14 0,00% Actions
VIMA LLC $507 10 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $316 6 0,00% Actions
Private Wealth Asset Management, LLC $152 3 0,00% Actions
Capital Analysts, LLC $24 466 0,00% Actions