SOR — Détenteurs institutionnels (13F)

58 déclarants · $73.7M 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
DKM Wealth Management, Inc. $14 393 004 313 096 19,53% Actions
D.A. DAVIDSON & CO. $7 673 337 166 920 10,41% Actions
Shaker Financial Services, LLC $7 077 818 153 966 9,61% Actions
DIVERSIFIED MANAGEMENT INC $5 464 324 117 969 7,42% Actions
Hara Capital LLC $4 577 003 99 565 6,21% Actions
MORGAN STANLEY $4 177 616 90 877 5,67% Actions
FIRST TRUST ADVISORS LP $3 473 217 75 554 4,71% Actions
Mesirow Financial Investment Management, Inc. $3 466 524 75 409 4,70% Actions
WELLS FARGO & COMPANY/MN $3 103 138 67 504 4,21% Actions
RAYMOND JAMES FINANCIAL INC $2 667 036 58 017 3,62% Actions
Invesco Ltd. $1 560 773 33 952 2,12% Actions
Anchor Investment Management, LLC $1 321 954 28 757 1,79% Actions
Smith Asset Management Co., LLC $1 290 010 28 062 1,75% Actions
US BANCORP \DE\ $1 140 056 24 800 1,55% Actions
Keating Financial Advisory Services, Inc. $1 047 476 22 786 1,42% Actions
LPL Financial LLC $966 499 21 025 1,31% Actions
&PARTNERS $726 272 15 799 0,99% Actions
OSAIC HOLDINGS, INC. $694 963 15 115 0,94% Actions
Chemistry Wealth Management LLC $652 360 14 191 0,89% Actions
Baltimore-Washington Financial Advisors, Inc. $646 660 14 067 0,88% Actions
BANK OF AMERICA CORP /DE/ $645 337 14 038 0,88% Actions
PECAUT & CO. $625 241 13 601 0,85% Actions
READYSTATE ASSET MANAGEMENT LP $564 512 12 280 0,77% Actions
AE Wealth Management LLC $540 607 11 760 0,73% Actions
NWF Advisory Services Inc. $540 194 11 751 0,73% Actions
EVOLVE PRIVATE WEALTH, LLC $490 316 10 666 0,67% Actions
Pinnacle Financial Partners, Inc. $475 062 10 334 0,64% Actions
CARY STREET PARTNERS FINANCIAL LLC $451 058 9 812 0,61% Actions
Capital Investment Counsel, Inc $413 730 9 000 0,56% Actions
Private Advisor Group, LLC $366 706 7 977 0,50% Actions
Waypoint Wealth Partners Inc. $310 219 7 154 0,42% Actions
Cetera Investment Advisers $289 808 6 304 0,39% Actions
UBS Group AG $255 593 5 560 0,35% Actions
NewEdge Advisors, LLC $235 345 5 120 0,32% Actions
Beacon Pointe Advisors, LLC $214 864 4 674 0,29% Actions
ASSETMARK, INC $164 848 3 586 0,22% Actions
Align Financial, LLC $153 796 3 346 0,21% Actions
JONES FINANCIAL COMPANIES LLLP $124 216 2 766 0,17% Actions
ROYAL BANK OF CANADA $83 000 1 815 0,11% Actions
AlphaCentric Advisors LLC $78 149 1 700 0,11% Actions
Crossingbridge Advisors, LLC $78 149 1 700 0,11% Actions
Manchester Capital Management LLC $69 889 1 520 0,09% Actions
Key Capital Management, INC $60 129 1 308 0,08% Actions
LANARK FINANCIAL, INC. $51 102 1 111 0,07% Actions
PNC Financial Services Group, Inc. $45 971 1 000 0,06% Actions
WOLVERINE ASSET MANAGEMENT LLC $44 361 965 0,06% Actions
Rockefeller Capital Management L.P. $41 971 913 0,06% Actions
WHI TRUST Co LLC $41 925 912 0,06% Actions
JPMORGAN CHASE & CO $32 659 717 0,04% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32 179 700 0,04% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22 904 495 0,03% Actions
MATHER GROUP, LLC. $10 749 234 0,01% Actions
CWM, LLC $3 103 67 0,00% Actions
Cassaday & Co Wealth Management LLC $920 20 0,00% Actions
Janney Montgomery Scott LLC $340 7 388 0,00% Actions
Russell Investments Group, Ltd. $138 3 0,00% Actions
Motiv8 Investments LLC $5 109 0,00% Actions
Colonial Trust Co / SC $4 0 0,00% Actions