LDP — Détenteurs institutionnels (13F)

84 déclarants · $181.5M 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
MORGAN STANLEY $44 220 245 2 089 803 24,37% Actions
UBS Group AG $29 407 724 1 389 779 16,20% Actions
Invesco Ltd. $9 883 921 467 104 5,45% Actions
Chicago Partners Investment Group LLC $9 703 601 468 773 5,35% Actions
Sanctuary Advisors, LLC $6 251 988 295 463 3,44% Actions
Glaxis Capital Management, LLC $5 713 200 270 000 3,15% Actions
Atria Investments, Inc $5 206 312 246 045 2,87% Actions
RAYMOND JAMES FINANCIAL INC $5 014 975 237 003 2,76% Actions
ROYAL BANK OF CANADA $4 774 000 225 620 2,63% Actions
BANK OF AMERICA CORP /DE/ $3 597 270 170 003 1,98% Actions
GREATMARK INVESTMENT PARTNERS, INC. $3 560 699 168 275 1,96% Actions
SYNOVUS FINANCIAL CORP $3 560 087 164 276 1,96% Actions
Pinnacle Financial Partners, Inc. $3 557 740 168 135 1,96% Actions
LPL Financial LLC $3 325 043 157 138 1,83% Actions
WELLS FARGO & COMPANY/MN $3 245 989 153 402 1,79% Actions
ENVESTNET ASSET MANAGEMENT INC $3 123 037 147 592 1,72% Actions
Rareview Capital LLC $3 053 786 145 557 1,68% Actions
Baird Financial Group, Inc. $3 049 727 144 127 1,68% Actions
Thomas J. Herzfeld Advisors, Inc. $2 914 557 137 739 1,61% Actions
NewEdge Wealth, LLC $2 473 752 116 907 1,36% Actions
Oder Investment Management, LLC $1 641 790 77 589 0,90% Actions
GUGGENHEIM CAPITAL LLC $1 401 004 66 210 0,77% Actions
WJ Financial Advisors LLC $1 395 439 65 947 0,77% Actions
OPPENHEIMER & CO INC $1 326 330 62 681 0,73% Actions
Fiera Capital Corp $1 213 907 57 368 0,67% Actions
Beacon Pointe Advisors, LLC $1 182 066 55 863 0,65% Actions
MAI Capital Management $1 153 128 54 496 0,64% Actions
Rockefeller Capital Management L.P. $1 132 779 53 533 0,62% Actions
Capital Investment Advisors, LLC $1 117 905 52 831 0,62% Actions
OSAIC HOLDINGS, INC. $1 100 028 51 988 0,61% Actions
Breachway Investments LLC $1 005 354 47 512 0,55% Actions
Lido Advisors, LLC $928 395 43 875 0,51% Actions
Wealthcare Advisory Partners LLC $903 713 42 709 0,50% Actions
Shaker Financial Services, LLC $774 689 36 611 0,43% Actions
Independent Wealth Network Inc. $770 127 36 395 0,42% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $675 991 31 947 0,37% Actions
COMERICA BANK $675 649 31 915 0,37% Actions
FIFTH THIRD BANCORP $665 667 31 459 0,37% Actions
PMG Family Office LLC $621 279 29 361 0,34% Actions
Cetera Investment Advisers $619 910 29 296 0,34% Actions
LexAurum Advisors, LLC $528 236 24 964 0,29% Actions
Pathstone Holdings, LLC $506 004 23 913 0,28% Actions
CHOREO, LLC $424 343 20 054 0,23% Actions
Smith Asset Management Co., LLC $383 186 18 109 0,21% Actions
Caprock Group, LLC $317 929 15 025 0,18% Actions
COMMONWEALTH EQUITY SERVICES, LLC $293 530 13 872 0,16% Actions
Kestra Advisory Services, LLC $289 983 13 704 0,16% Actions
Financial Security Advisor, Inc. $285 660 13 500 0,16% Actions
Prospera Financial Services Inc $281 428 13 300 0,16% Actions
EVERPAR ADVISORS LLC $281 216 13 290 0,15% Actions
READYSTATE ASSET MANAGEMENT LP $253 222 11 967 0,14% Actions
Creative Planning $241 224 11 400 0,13% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $219 493 10 373 0,12% Actions
Laird Norton Wetherby Wealth Management, LLC $216 699 10 000 0,12% Actions
STIFEL FINANCIAL CORP $205 760 9 724 0,11% Actions
US BANCORP \DE\ $134 958 6 378 0,07% Actions
Vermillion Wealth Management, Inc. $74 559 3 524 0,04% Actions
BARRETT & COMPANY, INC. $74 060 3 500 0,04% Actions
Global Retirement Partners, LLC $66 083 3 123 0,04% Actions
Litman Gregory Wealth Management LLC $63 510 3 000 0,03% Actions
Spire Wealth Management $61 766 2 919 0,03% Actions
Key Financial Inc $54 804 2 590 0,03% Actions
Allworth Financial LP $33 693 1 592 0,02% Actions
NewEdge Advisors, LLC $26 819 1 267 0,01% Actions
PNC Financial Services Group, Inc. $25 392 1 200 0,01% Actions
IFG Advisory, LLC $24 969 1 180 0,01% Actions
Pinnacle Wealth Planning Services, Inc. $22 810 1 078 0,01% Actions
Dunhill Financial, LLC $21 160 1 000 0,01% Actions
Medallion Wealth Advisors, LLC $20 631 975 0,01% Actions
TOTH FINANCIAL ADVISORY CORP $19 404 917 0,01% Actions
Triumph Capital Management $19 044 900 0,01% Actions
HARBOUR INVESTMENTS, INC. $10 580 500 0,01% Actions
IFP Advisors, Inc $10 580 500 0,01% Actions
WPG Advisers, LLC $10 051 475 0,01% Actions
Sunbelt Securities, Inc. $9 466 474 0,01% Actions
PRIVATE TRUST CO NA $8 464 400 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $6 136 290 0,00% Actions
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $4 042 191 0,00% Actions
CWM, LLC $1 997 100 0,00% Actions
Platt Wealth Management LLC $1 579 74 662 0,00% Actions
Clear Street Group Inc. $1 291 61 0,00% Actions
WHITTIER TRUST CO OF NEVADA INC $720 34 0,00% Actions
HUNTINGTON NATIONAL BANK $698 33 0,00% Actions
Janney Montgomery Scott LLC $210 9 912 0,00% Actions