PTL — Détenteurs institutionnels (13F)

119 déclarants · $638.6M 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
Inspire Advisors, LLC $93 954 500 328 811 14,71% Actions
OneAscent Financial Services LLC $83 670 683 292 463 13,10% Actions
LPL Financial LLC $51 489 902 179 978 8,06% Actions
Plan A Wealth LLC $45 516 878 159 100 7,13% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $33 641 442 117 590 5,27% Actions
Christian Investment Advisors, Inc. $26 364 037 92 153 4,13% Actions
Strategic Equity Management $23 039 759 80 533 3,61% Actions
SILVER OAK SECURITIES, INCORPORATED $18 505 747 64 685 2,90% Actions
STIFEL FINANCIAL CORP $15 086 092 52 732 2,36% Actions
Geneos Wealth Management Inc. $14 108 800 49 316 2,21% Actions
UNITED CAPITAL FINANCIAL ADVISORS, LLC $12 904 935 45 067 2,02% Actions
MONEYWISE, INC. $12 834 928 44 863 2,01% Actions
Belpointe Asset Management LLC $11 754 885 41 088 1,84% Actions
Inspire Investing, LLC $9 674 592 38 613 1,51% Actions
Investment Research Partners LLC $8 593 412 30 037 1,35% Actions
Legacy Wealth Asset Management, LLC $8 240 250 28 803 1,29% Actions
JONES FINANCIAL COMPANIES LLLP $8 162 632 29 088 1,28% Actions
GTS SECURITIES LLC $8 083 187 28 254 1,27% Actions
Orgel Wealth Management, LLC $7 949 011 27 785 1,24% Actions
EverSource Wealth Advisors, LLC $7 593 415 26 542 1,19% Actions
Focus Partners Advisor Solutions, LLC $7 167 192 25 052 1,12% Actions
PAX Financial Group, LLC $6 947 960 24 286 1,09% Actions
GOLDMAN SACHS GROUP INC $6 579 498 22 998 1,03% Actions
Focus Partners Wealth $6 332 211 22 133 0,99% Actions
Frontier Asset Management, LLC $6 007 973 21 000 0,94% Actions
COMMONWEALTH EQUITY SERVICES, LLC $5 637 930 19 707 0,88% Actions
FAMILY WEALTH PARTNERS, LLC $5 584 371 22 288 0,87% Actions
ENVESTNET ASSET MANAGEMENT INC $5 207 430 18 202 0,82% Actions
AE Wealth Management LLC $5 061 513 17 692 0,79% Actions
CITADEL ADVISORS LLC $4 366 306 15 262 0,68% Actions
Pettinga Financial Advisors LLC $4 296 120 15 017 0,67% Actions
Sound Financial Strategies Group, LLC $4 135 717 14 456 0,65% Actions
Equitable Holdings, Inc. $3 740 660 13 075 0,59% Actions
Tulsa Wealth Advisors, INC $3 427 173 11 979 0,54% Actions
LifeGuide Financial Advisors, LLC $3 013 219 10 532 0,47% Actions
Valmark Advisers, Inc. $2 927 845 10 234 0,46% Actions
Cetera Investment Advisers $2 704 048 9 452 0,42% Actions
Kovack Advisors, Inc. $2 428 421 8 492 0,38% Actions
RAYMOND JAMES FINANCIAL INC $2 225 896 7 780 0,35% Actions
Fiduciary Alliance LLC $2 091 968 7 312 0,33% Actions
Optivise Advisory Services LLC $1 917 661 6 703 0,30% Actions
Simplicity Wealth,LLC $1 771 617 6 193 0,28% Actions
IFG Advisory, LLC $1 696 228 5 929 0,27% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1 695 866 5 928 0,27% Actions
VICUS CAPITAL $1 685 981 5 893 0,26% Actions
Pioneer Wealth Management Group $1 609 272 5 625 0,25% Actions
SageOak Financial, LLC $1 560 285 5 454 0,24% Actions
Envestnet Portfolio Solutions, Inc. $1 553 469 5 430 0,24% Actions
Revisor Wealth Management LLC $1 520 581 5 300 0,24% Actions
JANE STREET GROUP, LLC $1 507 980 5 271 0,24% Actions
OSAIC HOLDINGS, INC. $1 353 718 4 729 0,21% Actions
Gambit Capital Management, LLC $1 176 402 4 112 0,18% Actions
CWM, LLC $1 140 276 4 551 0,18% Actions
Schwallier Wealth Management LLC $1 106 036 3 866 0,17% Actions
Van Diest Capital, LLC $1 091 292 3 815 0,17% Actions
Delta Investment Management, LLC $1 068 918 3 736 0,17% Actions
WorthPointe, LLC $1 061 402 3 710 0,17% Actions
Pinnacle Financial Partners, Inc. $1 042 226 3 643 0,16% Actions
IFP Advisors, Inc $1 028 780 3 596 0,16% Actions
BROWN ADVISORY INC $1 014 189 3 545 0,16% Actions
Farther Finance Advisors, LLC $1 003 032 3 506 0,16% Actions
Plan Group Financial, LLC $1 001 315 3 500 0,16% Actions
Sowell Financial Services LLC $947 816 3 313 0,15% Actions
World Investment Advisors $846 376 3 378 0,13% Actions
First Heartland Consultants, Inc. $813 640 2 844 0,13% Actions
Larry Mathis Financial Planning, LLC $812 496 2 840 0,13% Actions
Brookstone Capital Management $792 755 2 771 0,12% Actions
OneAscent Wealth Management LLC $780 451 2 728 0,12% Actions
Sterling Investment Advisors, Ltd. $772 443 2 700 0,12% Actions
LITTLEJOHN FINANCIAL SERVICES, INC. $704 926 2 464 0,11% Actions
Independent Advisor Alliance $689 477 2 410 0,11% Actions
Whitaker-Myers Wealth Managers, LTD. $662 166 2 315 0,10% Actions
WIN ADVISORS, INC $645 419 2 256 0,10% Actions
Sanctuary Advisors, LLC $630 256 2 203 0,10% Actions
Tandem Investment Partners LLC $490 644 1 715 0,08% Actions
McAdam, LLC $488 070 1 706 0,08% Actions
AlphaStar Capital Management, LLC $465 468 1 627 0,07% Actions
GWN SECURITIES INC. $457 744 1 600 0,07% Actions
MOSAIC FAMILY WEALTH PARTNERS, LLC $451 578 1 578 0,07% Actions
PRINCIPAL SECURITIES, INC. $432 854 1 513 0,07% Actions
HOWARD BAILEY SECURITIES, LLC $401 098 1 402 0,06% Actions
MRA Advisory Group $400 650 1 400 0,06% Actions
PFG Investments, LLC $397 149 1 388 0,06% Actions
Strategic Blueprint, LLC $373 990 1 307 0,06% Actions
Bedel Financial Consulting, Inc. $370 487 1 295 0,06% Actions
Continuum Advisory, LLC $349 888 1 223 0,05% Actions
COURIER CAPITAL LLC $339 589 1 187 0,05% Actions
Stewardship Advisors, LLC $339 017 1 185 0,05% Actions
Abundance Wealth Counselors $318 132 1 112 0,05% Actions
INDEPENDENT FINANCIAL GROUP, LLC $289 809 1 013 0,05% Actions
Signal Advisors Wealth, LLC $247 934 867 0,04% Actions
Private Advisor Group, LLC $232 713 813 0,04% Actions
Forge Financial Services LLC $232 140 811 0,04% Actions
Hilltop Holdings Inc. $219 145 766 0,03% Actions
Mountain Capital Investment Advisors Inc. $218 001 762 0,03% Actions
Kingsview Wealth Management, LLC $215 426 753 0,03% Actions
Range Financial Group LLC $208 560 729 0,03% Actions
JPMORGAN CHASE & CO $156 987 554 0,02% Actions
AdvisorNet Financial, Inc $133 318 466 0,02% Actions
HARBOUR INVESTMENTS, INC. $96 412 337 0,02% Actions
NewEdge Advisors, LLC $91 548 320 0,01% Actions
MORGAN STANLEY $76 386 267 0,01% Actions
Blue Trust, Inc. $58 648 205 0,01% Actions
Bare Financial Services, Inc $55 096 193 0,01% Actions
Ameritas Advisory Services, LLC $49 509 173 0,01% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $48 349 169 0,01% Actions
Arax Advisory Partners $44 917 157 0,01% Actions
PEOPLES FINANCIAL SERVICES CORP. $38 048 133 0,01% Actions
Qube Research & Technologies Ltd $24 890 87 0,00% Actions
Pinnacle Wealth Planning Services, Inc. $8 869 31 0,00% Actions
Institute for Wealth Management, LLC. $7 818 27 0,00% Actions
FMR LLC $5 839 20 0,00% Actions
Cambridge Investment Research Advisors, Inc. $3 344 11 689 0,00% Actions
CENTAURUS FINANCIAL, INC. $2 930 10 240 0,00% Actions
HRT FINANCIAL LP $2 439 8 527 0,00% Actions
Cornerstone Financial Management LLC $524 2 0,00% Actions
Betterment LLC $351 1 228 0,00% Actions
Main Street Group, LTD $286 1 0,00% Actions
CX Institutional $271 994 0,00% Actions