MSD — Détenteurs institutionnels (13F)

63 déclarants · $48.8M 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
Pathstone Holdings, LLC $7 628 566 1 045 009 15,62% Actions
OSAIC HOLDINGS, INC. $3 783 829 518 310 7,75% Actions
Shaker Financial Services, LLC $3 189 152 428 074 6,53% Actions
ROYAL BANK OF CANADA $2 854 000 391 027 5,85% Actions
LPL Financial LLC $2 502 575 342 818 5,13% Actions
Rareview Capital LLC $2 417 596 312 755 4,95% Actions
Everstar Asset Management, LLC $2 168 122 297 003 4,44% Actions
MORGAN STANLEY $2 101 773 287 914 4,30% Actions
WELLS FARGO & COMPANY/MN $2 094 876 286 970 4,29% Actions
AMERIPRISE FINANCIAL INC $2 000 483 274 039 4,10% Actions
Invesco Ltd. $1 811 612 248 166 3,71% Actions
BANK OF AMERICA CORP /DE/ $1 611 100 220 699 3,30% Actions
HOURGLASS CAPITAL, LLC $1 397 950 191 500 2,86% Actions
Fiera Capital Corp $1 202 478 164 723 2,46% Actions
ENVESTNET ASSET MANAGEMENT INC $937 538 128 430 1,92% Actions
COMMONWEALTH EQUITY SERVICES, LLC $787 890 107 930 1,61% Actions
Calamos Advisors LLC $694 026 95 072 1,42% Actions
Comprehensive Money Management Services LLC $693 865 95 050 1,42% Actions
Kovack Advisors, Inc. $676 938 92 986 1,39% Actions
Wealthstar Advisors, LLC $642 352 87 993 1,32% Actions
Bramshill Investments, LLC $620 850 85 048 1,27% Actions
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $603 725 82 702 1,24% Actions
STIFEL FINANCIAL CORP $575 586 78 847 1,18% Actions
Smith Asset Management Co., LLC $518 315 71 002 1,06% Actions
Whipplewood Advisors, LLC $506 496 69 383 1,04% Actions
RAYMOND JAMES FINANCIAL INC $444 870 60 941 0,91% Actions
Valeo Financial Advisors, LLC $423 802 58 055 0,87% Actions
Dynamic Advisor Solutions LLC $364 259 49 899 0,75% Actions
IHT Wealth Management, LLC $296 015 40 550 0,61% Actions
WOLVERINE ASSET MANAGEMENT LLC $287 919 39 441 0,59% Actions
&PARTNERS $272 855 37 377 0,56% Actions
INDEPENDENT FINANCIAL GROUP, LLC $257 346 35 253 0,53% Actions
Quad-Cities Investment Group, LLC $177 078 24 257 0,36% Actions
Logan Stone Capital, LLC $176 828 24 223 0,36% Actions
Marex Group Ltd $173 382 23 751 0,36% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $170 017 23 290 0,35% Actions
UHLMANN PRICE SECURITIES, LLC $160 294 21 958 0,33% Actions
Cetera Investment Advisers $157 799 21 616 0,32% Actions
XTX Topco Ltd $148 789 20 382 0,30% Actions
Cullen/Frost Bankers, Inc. $146 000 20 000 0,30% Actions
JONES FINANCIAL COMPANIES LLLP $131 357 17 799 0,27% Actions
Harbour Capital Advisors, LLC $120 289 16 478 0,25% Actions
Rockefeller Capital Management L.P. $107 859 14 775 0,22% Actions
MONECO ADVISORS, LLC $106 171 14 544 0,22% Actions
Csenge Advisory Group $103 894 14 232 0,21% Actions
EVOLVE PRIVATE WEALTH, LLC $95 718 12 848 0,20% Actions
SMITH, MOORE & CO. $94 900 13 000 0,19% Actions
49 WEALTH MANAGEMENT, LLC $81 417 11 153 0,17% Actions
Rathbones Group PLC $73 000 10 000 0,15% Actions
UBS Group AG $64 860 8 885 0,13% Actions
FIFTH THIRD BANCORP $33 974 4 654 0,07% Actions
Noble Wealth Management PBC $31 004 4 600 0,06% Actions
COMERICA BANK $29 560 4 000 0,06% Actions
IFG Advisory, LLC $26 682 3 655 0,05% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $21 900 3 000 0,04% Actions
Thomas J. Herzfeld Advisors, Inc. $10 308 1 412 0,02% Actions
Osbon Capital Management LLC $7 475 1 024 0,02% Actions
HIGHLINE WEALTH PARTNERS LLC $3 650 500 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $2 462 338 0,01% Actions
Capital Analysts, LLC $483 66 245 0,00% Actions
Institute for Wealth Management, LLC. $417 57 0,00% Actions
Virtu Financial LLC $122 16 759 0,00% Actions
JTC Employer Solutions Trustee Ltd $15 2 100 0,00% Actions