JSCP — Détenteurs institutionnels (13F)

129 déclarants · $780.0M 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 $125 474 691 2 659 489 16,09% Actions
EP Wealth Advisors, LLC $102 474 723 2 173 607 13,14% Actions
CWM, LLC $43 867 682 927 435 5,62% Actions
HB Wealth Management, LLC $31 426 213 666 586 4,03% Actions
Roberts Wealth Advisors, LLC $29 523 240 626 222 3,79% Actions
MCF Advisors LLC $24 239 642 514 151 3,11% Actions
CGN Advisors LLC $21 025 371 445 972 2,70% Actions
Apella Capital, LLC $19 473 973 414 958 2,50% Actions
5th Street Advisors, LLC $18 700 041 396 649 2,40% Actions
Bridgewealth Advisory Group, LLC $18 282 690 387 797 2,34% Actions
HighTower Advisors, LLC $17 611 042 373 551 2,26% Actions
TD Capital Management LLC $17 560 135 372 471 2,25% Actions
Roof Eidam Maycock Peralta, LLC $16 364 121 347 102 2,10% Actions
Integrated Wealth Concepts LLC $16 192 706 343 466 2,08% Actions
SkyOak Wealth, LLC $14 760 629 313 090 1,89% Actions
Summit Financial, LLC $13 904 719 294 935 1,78% Actions
Krasney Financial LLC $13 148 536 277 982 1,69% Actions
RAYMOND JAMES FINANCIAL INC $13 148 011 278 885 1,69% Actions
Focus Partners Wealth $12 105 282 256 767 1,55% Actions
Shorepoint Capital Partners LLC $10 618 220 223 025 1,36% Actions
Global Retirement Partners, LLC $9 858 509 209 110 1,26% Actions
Main Street Financial Solutions, LLC $8 945 956 189 754 1,15% Actions
UBS Group AG $8 810 033 186 871 1,13% Actions
OSAIC HOLDINGS, INC. $8 182 382 173 527 1,05% Actions
Carnick & Kubik Group, LLC $7 759 814 164 368 0,99% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6 832 839 145 674 0,88% Actions
Perigon Wealth Management, LLC $6 519 797 138 292 0,84% Actions
Waverly Advisors, LLC $6 313 797 133 923 0,81% Actions
MAI Capital Management $6 278 138 133 167 0,80% Actions
COMMONWEALTH EQUITY SERVICES, LLC $6 032 210 127 950 0,77% Actions
Boyce & Associates Wealth Consulting, Inc. $5 773 286 122 458 0,74% Actions
JONES FINANCIAL COMPANIES LLLP $5 664 302 120 108 0,73% Actions
Legacy Edge Advisors, LLC $5 621 004 119 228 0,72% Actions
New Insight Wealth Advisors $4 889 609 103 714 0,63% Actions
CARY STREET PARTNERS FINANCIAL LLC $4 851 127 102 898 0,62% Actions
NOESIS CAPITAL MANGEMENT CORP $4 842 499 102 715 0,62% Actions
LPL Financial LLC $4 590 811 97 376 0,59% Actions
Milestone Investment Advisors LLC $4 373 535 92 768 0,56% Actions
BELLEVUE ASSET MANAGEMENT, LLC $3 927 039 83 297 0,50% Actions
21 West Wealth Management LLC $3 620 453 76 794 0,46% Actions
CAPTRUST FINANCIAL ADVISORS $3 521 084 74 686 0,45% Actions
HARBOUR INVESTMENT MANAGEMENT LLC $3 387 840 71 860 0,43% Actions
Wealthspire Advisors, LLC $3 128 841 66 366 0,40% Actions
STIFEL FINANCIAL CORP $3 093 843 65 624 0,40% Actions
PROMETHIUM ADVISORS,LLC $2 699 758 57 265 0,35% Actions
Tradition Wealth Management, LLC $2 575 812 54 636 0,33% Actions
Heritage Wealth Management, Inc. $2 483 881 52 686 0,32% Actions
Clear Creek Financial Management, LLC $2 397 889 50 862 0,31% Actions
Farther Finance Advisors, LLC $1 911 683 40 549 0,25% Actions
Ameritas Advisory Services, LLC $1 862 936 39 515 0,24% Actions
FAGAN ASSOCIATES, INC. $1 826 869 38 750 0,23% Actions
LexAurum Advisors, LLC $1 783 213 37 824 0,23% Actions
Clear Point Advisors Inc. $1 746 260 37 040 0,22% Actions
BARNES PETTEY FINANCIAL ADVISORS, LLC $1 668 655 35 391 0,21% Actions
BBR PARTNERS, LLC $1 553 993 32 962 0,20% Actions
Blueprint Investment Partners LLC $1 500 013 31 817 0,19% Actions
Blueprint Financial Advisors LLC $1 500 013 31 817 0,19% Actions
Diversified Portfolios, Inc. $1 473 187 31 248 0,19% Actions
Kingsview Wealth Management, LLC $1 469 793 31 176 0,19% Actions
D.A. DAVIDSON & CO. $1 415 057 30 015 0,18% Actions
Sanctuary Advisors, LLC $1 412 303 29 957 0,18% Actions
Cetera Investment Advisers $1 386 078 29 401 0,18% Actions
MCCARTER PRIVATE WEALTH SERVICES LLC $1 352 826 28 695 0,17% Actions
MML INVESTORS SERVICES, LLC $1 332 219 28 258 0,17% Actions
BEAM WEALTH ADVISORS, INC. $1 274 170 27 027 0,16% Actions
Lowe fs, LLC $1 156 495 24 291 0,15% Actions
Southeast Asset Advisors, LLC $1 105 642 23 452 0,14% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 096 876 23 266 0,14% Actions
Legacy Wealth Managment, LLC/ID $1 090 936 23 140 0,14% Actions
LODESTAR PRIVATE ASSET MANAGEMENT LLC $1 054 268 22 362 0,14% Actions
Avidian Wealth Enterprises, LLC $1 008 854 21 399 0,13% Actions
Capstone Wealth Management, Inc. $1 006 096 21 431 0,13% Actions
AIFG Consultants Ltd. $955 709 20 096 0,12% Actions
ENVESTNET ASSET MANAGEMENT INC $840 422 17 826 0,11% Actions
CRA Financial Services, LLC $831 232 17 631 0,11% Actions
Peck Wealth Management, LLC $771 365 16 362 0,10% Actions
Interchange Capital Partners, LLC $758 611 16 091 0,10% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $745 887 15 821 0,10% Actions
MidAtlantic Capital Management, Inc. $691 005 14 657 0,09% Actions
GeoWealth Management, LLC $667 516 14 159 0,09% Actions
Lodestone Wealth Management LLC $658 922 13 977 0,08% Actions
Kestra Advisory Services, LLC $648 467 13 755 0,08% Actions
Merit Financial Group, LLC $622 736 13 209 0,08% Actions
Tempus Wealth Planning, LLC $622 408 13 202 0,08% Actions
CITADEL ADVISORS LLC $582 806 12 362 0,07% Actions
Krilogy Financial LLC $529 297 11 227 0,07% Actions
Professional Financial Advisors, LLC $504 169 10 694 0,06% Actions
OPPENHEIMER & CO INC $471 450 10 000 0,06% Actions
INVENIO WEALTH PARTNERS LLC $470 413 9 978 0,06% Actions
Vawter Financial, Ltd. $441 466 9 364 0,06% Actions
MAGNOLIA CAPITAL ADVISORS LLC $423 854 8 990 0,05% Actions
BCGM Wealth Management, LLC $412 402 8 748 0,05% Actions
Flagship Capital Management Inc. $406 390 8 620 0,05% Actions
BLUEDOOR PRIVATE WEALTH, LLC $394 132 8 360 0,05% Actions
&PARTNERS $388 284 8 236 0,05% Actions
Leo Wealth, LLC $357 159 7 551 0,05% Actions
Summit Wealth Partners, LLC $355 473 7 540 0,05% Actions
PNC Financial Services Group, Inc. $315 606 6 694 0,04% Actions
Legacy Investment Solutions, LLC $294 366 6 205 0,04% Actions
BENJAMIN EDWARDS INC $294 040 6 237 0,04% Actions
Concurrent Investment Advisors, LLC $280 658 5 953 0,04% Actions
Wealth Dimensions Group, Ltd. $280 371 5 947 0,04% Actions
Visionary Wealth Advisors $258 543 5 484 0,03% Actions
Whitegate Investment Counselors, Inc. $258 521 5 484 0,03% Actions
Prospera Financial Services Inc $253 167 5 370 0,03% Actions
Beaumont Financial Advisors, LLC $236 072 5 007 0,03% Actions
Barnes Wealth Management Group, Inc $218 093 4 626 0,03% Actions
Gradient Capital Advisors, LLC $211 115 4 478 0,03% Actions
MERCER GLOBAL ADVISORS INC /ADV $210 502 4 465 0,03% Actions
IMA Advisory Services, Inc. $202 241 4 290 0,03% Actions
Salomon & Ludwin, LLC $171 493 3 655 0,02% Actions
Geneos Wealth Management Inc. $160 310 3 400 0,02% Actions
Bank of New Hampshire $144 971 3 075 0,02% Actions
Cedar Mountain Advisors, LLC $138 559 2 939 0,02% Actions
MORGAN STANLEY $136 790 2 901 0,02% Actions
HFM Investment Advisors, LLC $112 253 2 381 0,01% Actions
WELLS FARGO & COMPANY/MN $107 019 2 270 0,01% Actions
IFG Advisory, LLC $100 419 2 130 0,01% Actions
ROYAL BANK OF CANADA $59 000 1 250 0,01% Actions
Trust Co $54 726 1 157 0,01% Actions
Colonial Trust Advisors $33 049 701 0,00% Actions
AMERIFLEX GROUP, INC. $20 602 437 0,00% Actions
NewEdge Advisors, LLC $10 136 215 0,00% Actions
Wilkerson Advisory Group LLC $9 523 202 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3 958 84 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 167 24 749 0,00% Actions
USAdvisors Wealth Management, LLC $1 068 22 674 0,00% Actions
NATIXIS ADVISORS, LLC $972 20 629 0,00% Actions
MOSAIC FINANCIAL GROUP, LLC $250 5 313 0,00% Actions