QDVO — Détenteurs institutionnels (13F)

54 déclarants · $168.5M 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
RAYMOND JAMES FINANCIAL INC $72 422 228 2 427 018 42,98% Actions
Merit Financial Group, LLC $20 583 745 689 804 12,22% Actions
CARY STREET PARTNERS FINANCIAL LLC $12 867 247 431 208 7,64% Actions
ROYAL BANK OF CANADA $11 751 000 393 794 6,97% Actions
LPL Financial LLC $11 128 334 372 933 6,60% Actions
Visionary Wealth Advisors $6 141 043 205 799 3,64% Actions
BANK OF MONTREAL /CAN/ $5 773 026 193 466 3,43% Actions
OSAIC HOLDINGS, INC. $5 717 295 191 596 3,39% Actions
SAGESPRING WEALTH PARTNERS, LLC $2 829 998 94 839 1,68% Actions
Cassady Wealth & Retirement Planning, LLC $1 710 188 57 312 1,01% Actions
Steward Partners Investment Advisory, LLC $1 288 764 43 189 0,76% Actions
JPMORGAN CHASE & CO $1 224 752 41 517 0,73% Actions
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $1 198 852 40 176 0,71% Actions
CAP Partners, LLC $1 120 588 37 553 0,67% Actions
Sigma Planning Corp $1 059 742 35 514 0,63% Actions
Stratos Wealth Partners, LTD. $983 361 32 954 0,58% Actions
STIFEL FINANCIAL CORP $960 547 32 189 0,57% Actions
Tactive Advisors, LLC $793 058 26 577 0,47% Actions
Souders Financial Advisors $754 809 25 295 0,45% Actions
UBS Group AG $713 683 23 917 0,42% Actions
GREAT VALLEY ADVISOR GROUP, INC. $707 657 23 715 0,42% Actions
Claris Financial LLC $673 152 25 259 0,40% Actions
JANE STREET GROUP, LLC $662 269 22 194 0,39% Actions
Private Advisor Group, LLC $612 795 20 536 0,36% Actions
NewEdge Advisors, LLC $377 995 12 667 0,22% Actions
Latitude Advisors, LLC $375 900 12 597 0,22% Actions
NWF Advisory Services Inc. $358 080 12 000 0,21% Actions
PFG Investments, LLC $358 025 11 998 0,21% Actions
Capital Wealth Planning, LLC $357 933 11 995 0,21% Actions
OLD MISSION CAPITAL LLC $353 842 11 858 0,21% Actions
Onyx Bridge Wealth Group LLC $303 562 10 173 0,18% Actions
HBK Sorce Advisory LLC $302 333 10 115 0,18% Actions
Keating Financial Advisory Services, Inc. $300 489 10 070 0,18% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $284 830 9 472 0,17% Actions
Hilltop Holdings Inc. $271 085 9 085 0,16% Actions
Traynor Capital Management, Inc. $231 881 7 771 0,14% Actions
CITADEL ADVISORS LLC $214 848 7 200 0,13% Option de vente
Avidian Wealth Enterprises, LLC $205 001 6 870 0,12% Actions
Clear Trail Advisors, LLC $201 402 6 749 0,12% Actions
Global Retirement Partners, LLC $112 541 3 771 0,07% Actions
MTM Investment Management, LLC $50 728 1 700 0,03% Actions
CWM, LLC $38 018 1 427 0,02% Actions
Institute for Wealth Management, LLC. $33 950 1 138 0,02% Actions
PURSUIT WEALTH STRATEGIES, LLC $30 109 1 009 0,02% Actions
JONES FINANCIAL COMPANIES LLLP $14 978 514 0,01% Actions
HARBOUR INVESTMENTS, INC. $12 682 425 0,01% Actions
IFP Advisors, Inc $10 205 342 0,01% Actions
SALEM INVESTMENT COUNSELORS INC $9 698 325 0,01% Actions
AE Wealth Management LLC $8 952 300 0,01% Actions
SIMPLEX TRADING, LLC $7 788 261 0,00% Actions
Janney Montgomery Scott LLC $1 449 48 574 0,00% Actions
WELLS FARGO & COMPANY/MN $119 4 0,00% Actions
MORGAN STANLEY $96 3 0,00% Actions
TSFG, LLC $29 981 0,00% Actions