SPGM — Détenteurs institutionnels (13F)

182 déclarants · $975.9M 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
LPL Financial LLC $194 136 289 2 266 094 19,89% Actions
Sequoia Financial Advisors, LLC $189 677 295 2 214 046 19,44% Actions
BANK OF NOVA SCOTIA $105 579 708 1 232 400 10,82% Actions
HighTower Advisors, LLC $72 507 329 846 356 7,43% Actions
Private Advisor Group, LLC $36 282 639 423 517 3,72% Actions
Peak Financial Management, Inc. $31 277 880 365 097 3,20% Actions
COMMERCE BANK $20 733 425 242 015 2,12% Actions
OSAIC HOLDINGS, INC. $19 977 271 233 160 2,05% Actions
Goldstone Financial Group, LLC $19 728 996 230 291 2,02% Actions
Schaeffer Financial LLC $19 441 016 226 929 1,99% Actions
MORGAN STANLEY $15 685 749 183 094 1,61% Actions
Advance Capital Management, Inc. $12 639 511 147 537 1,30% Actions
BANK OF AMERICA CORP /DE/ $12 575 463 146 790 1,29% Actions
NewEdge Advisors, LLC $11 102 343 129 594 1,14% Actions
Ethos Financial Group, LLC $10 201 381 122 686 1,05% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9 350 261 109 143 0,96% Actions
Belpointe Asset Management LLC $8 752 733 102 168 0,90% Actions
Clearstead Advisors, LLC $8 185 239 95 544 0,84% Actions
FORONJY FINANCIAL LLC $7 812 658 91 195 0,80% Actions
UBS Group AG $7 712 784 90 029 0,79% Actions
JPMORGAN CHASE & CO $7 609 995 89 476 0,78% Actions
RAYMOND JAMES FINANCIAL INC $7 185 400 83 873 0,74% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6 804 423 79 112 0,70% Actions
Coastal Bridge Advisors, LLC $6 680 269 77 977 0,68% Actions
Barden Capital Management, Inc. $6 638 961 77 495 0,68% Actions
Investment Planning Advisors, Inc. $6 244 503 72 890 0,64% Actions
Balentine LLC $6 244 376 72 889 0,64% Actions
UNIQUE WEALTH, LLC $5 924 526 69 155 0,61% Actions
MENORA MIVTACHIM HOLDINGS LTD. $5 397 210 63 000 0,55% Actions
Destiny Wealth Partners, LLC $4 988 013 58 627 0,51% Actions
ACT WEALTH MANAGEMENT, LLC $3 549 696 41 435 0,36% Actions
Cresset Asset Management, LLC $3 424 230 39 970 0,35% Actions
INTERACTIVE FINANCIAL ADVISORS, INC. $2 916 756 34 328 0,30% Actions
Great Waters Wealth Management $2 612 045 30 490 0,27% Actions
Corient Private Wealth LP $2 579 070 30 105 0,26% Actions
SHP Wealth Management $2 488 731 29 050 0,26% Actions
CWM, LLC $2 486 998 32 849 0,25% Actions
Convergence Financial, LLC $2 417 258 28 216 0,25% Actions
Tennessee Valley Asset Management Partners $2 350 710 27 439 0,24% Actions
FINANCIAL CONSULATE, INC $2 225 044 25 972 0,23% Actions
Atria Wealth Solutions, Inc. $2 210 760 32 040 0,23% Actions
AMERIPRISE FINANCIAL INC $2 116 251 24 702 0,22% Actions
FLAGSHIP HARBOR ADVISORS, LLC $2 080 639 24 287 0,21% Actions
Ausdal Financial Partners, Inc. $2 030 379 23 700 0,21% Actions
Cooper Financial Group $2 007 224 23 430 0,21% Actions
ENVESTNET ASSET MANAGEMENT INC $1 979 995 23 112 0,20% Actions
Gerber Kawasaki Wealth & Investment Management $1 940 858 22 655 0,20% Actions
TRUIST FINANCIAL CORP $1 931 601 22 547 0,20% Actions
IAG Wealth Partners, LLC $1 816 225 21 200 0,19% Actions
MERCER GLOBAL ADVISORS INC /ADV $1 636 811 19 106 0,17% Actions
PFG Advisors $1 584 638 18 497 0,16% Actions
Sigma Planning Corp $1 552 243 18 119 0,16% Actions
GREAT VALLEY ADVISOR GROUP, INC. $1 515 200 17 686 0,16% Actions
New England Capital Financial Advisors LLC $1 399 860 16 340 0,14% Actions
XY Planning Network, Inc. $1 387 426 16 195 0,14% Actions
Modern Wealth Management, LLC $1 281 459 14 958 0,13% Actions
Chicago Partners Investment Group LLC $1 274 720 15 127 0,13% Actions
ROYAL BANK OF CANADA $1 229 000 14 351 0,13% Actions
COMMONWEALTH EQUITY SERVICES, LLC $1 197 750 13 981 0,12% Actions
Global Assets Advisory, LLC $1 187 719 13 926 0,12% Actions
Americana Partners, LLC $1 155 945 13 493 0,12% Actions
Flagship Private Wealth, LLC $1 080 632 12 614 0,11% Actions
Waverly Advisors, LLC $1 047 193 12 224 0,11% Actions
KPP Advisory Services LLC $1 022 921 11 940 0,10% Actions
FSM Wealth Advisors, LLC $943 217 11 010 0,10% Actions
Mariner, LLC $917 682 10 712 0,09% Actions
PRIVATE TRUST CO NA $868 522 10 138 0,09% Actions
Christensen, King & Associates Investment Services, Inc. $805 974 9 408 0,08% Actions
Merit Financial Group, LLC $803 109 9 374 0,08% Actions
Cetera Investment Advisers $770 345 8 992 0,08% Actions
VERUS CAPITAL PARTNERS, LLC $744 594 8 691 0,08% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $733 849 8 566 0,08% Actions
Western Wealth Management, LLC $676 397 7 895 0,07% Actions
BIP Wealth, LLC $669 688 7 817 0,07% Actions
Strategic Wealth Investment Group, LLC $651 404 7 604 0,07% Actions
Geneos Wealth Management Inc. $648 608 7 571 0,07% Actions
GTS SECURITIES LLC $644 410 7 522 0,07% Actions
STIFEL FINANCIAL CORP $640 128 7 472 0,07% Actions
LVW Advisors, LLC $637 985 7 447 0,07% Actions
Professional Financial Advisors, LLC $636 830 7 434 0,07% Actions
Creative Planning $634 489 7 406 0,07% Actions
AE Wealth Management LLC $625 477 7 301 0,06% Actions
JAMES INVESTMENT RESEARCH, INC. $603 459 7 044 0,06% Actions
Stratos Investment Management, LLC $575 661 6 719 0,06% Actions
CAPTRUST FINANCIAL ADVISORS $568 163 6 632 0,06% Actions
Garrett Wealth Advisory Group, LLC $563 504 6 578 0,06% Actions
Monument Capital Management $558 911 6 524 0,06% Actions
BlackRock, Inc. $557 969 6 513 0,06% Actions
Vernal Point Advisors, LLC $551 286 6 435 0,06% Actions
GOLDMAN SACHS GROUP INC $516 162 6 025 0,05% Actions
Alaska Wealth Advisors, LLC $503 997 5 883 0,05% Actions
Summit Financial, LLC $493 241 5 757 0,05% Actions
Clear Creek Financial Management, LLC $477 782 5 577 0,05% Actions
Bridgewater Advisors Inc. $462 964 5 384 0,05% Actions
Perennial Advisors, LLC $458 763 5 355 0,05% Actions
Cornerstone Wealth Management, LLC $433 143 5 056 0,04% Actions
Global Retirement Partners, LLC $431 539 5 037 0,04% Actions
Financial Engines Advisors L.L.C. $427 922 4 995 0,04% Actions
Quantinno Capital Management LP $425 956 4 972 0,04% Actions
Atlantic Union Bankshares Corp $425 866 4 971 0,04% Actions
Kingsview Wealth Management, LLC $424 324 4 953 0,04% Actions
Key Financial Inc $409 845 4 784 0,04% Actions
Focus Partners Advisor Solutions, LLC $403 334 4 708 0,04% Actions
Koshinski Asset Management, Inc. $403 214 4 707 0,04% Actions
Zhang Financial LLC $383 802 4 480 0,04% Actions
IHT Wealth Management, LLC $379 912 4 435 0,04% Actions
DGS Capital Management, LLC $354 096 4 677 0,04% Actions
Sage Mountain Advisors LLC $349 619 4 081 0,04% Actions
Bank of New York Mellon Corp $349 069 4 075 0,04% Actions
Atlas Private Wealth Advisors $331 674 3 872 0,03% Actions
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $330 430 3 857 0,03% Actions
SIGNAL TREE FINANCIAL PARTNERS LLC $329 744 3 849 0,03% Actions
Pure Financial Advisors, LLC $320 371 3 740 0,03% Actions
RHS Financial, LLC $316 037 3 689 0,03% Actions
Beacon Pointe Advisors, LLC $313 510 3 659 0,03% Actions
United Advisor Group, LLC $311 059 3 631 0,03% Actions
Farther Finance Advisors, LLC $308 300 3 599 0,03% Actions
J.W. COLE ADVISORS, INC. $301 181 3 516 0,03% Actions
C M BIDWELL & ASSOCIATES LTD $299 315 3 494 0,03% Actions
Holos Integrated Wealth LLC $296 423 3 478 0,03% Actions
MCCARTER PRIVATE WEALTH SERVICES LLC $280 569 3 275 0,03% Actions
MCF Advisors LLC $278 680 3 253 0,03% Actions
TBH Global Asset Management, LLC $277 935 3 244 0,03% Actions
Sanctuary Advisors, LLC $273 373 3 191 0,03% Actions
Jacobi Capital Management LLC $259 153 3 025 0,03% Actions
OPPENHEIMER & CO INC $256 410 2 993 0,03% Actions
Ameritas Advisory Services, LLC $234 783 2 741 0,02% Actions
Heritage Wealth Partners, LLC $229 653 3 679 0,02% Actions
FMR LLC $210 006 2 451 0,02% Actions
Valmark Advisers, Inc. $209 206 2 442 0,02% Actions
World Investment Advisors $208 733 2 757 0,02% Actions
Larson Financial Group LLC $195 405 2 281 0,02% Actions
Cape Investment Advisory, Inc. $190 016 2 218 0,02% Actions
Plante Moran Financial Advisors, LLC $150 180 1 753 0,02% Actions
AdvisorNet Financial, Inc $144 480 1 686 0,01% Actions
Horizon Investments, LLC $144 183 1 683 0,01% Actions
Sunrise Financial Services, LLC $140 413 1 639 0,01% Actions
JONES FINANCIAL COMPANIES LLLP $137 012 1 628 0,01% Actions
AlphaCore Capital LLC $108 287 1 264 0,01% Actions
ACIMA PRIVATE WEALTH, LLC $104 346 1 218 0,01% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $96 833 1 279 0,01% Actions
FAS Wealth Partners, Inc. $89 093 1 040 0,01% Actions
Basepoint Wealth LLC $81 316 949 0,01% Actions
Spire Wealth Management $80 108 935 0,01% Actions
FRANKLIN RESOURCES INC $75 390 880 0,01% Actions
ELEVATION WEALTH PARTNERS, LLC $73 248 855 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $66 345 780 0,01% Actions
WELLS FARGO & COMPANY/MN $64 668 755 0,01% Actions
Rockefeller Capital Management L.P. $64 112 748 0,01% Actions
CITIGROUP INC $46 433 542 0,00% Actions
Wealth Enhancement Trust Services, Inc. $44 120 515 0,00% Actions
Hughes Financial Services, LLC $43 435 507 0,00% Actions
Tidemark, LLC $36 820 430 0,00% Actions
ROTHSCHILD INVESTMENT LLC $32 879 384 0,00% Actions
Joseph Group Capital Management $25 958 303 0,00% Actions
MGB Wealth Management, LLC $23 013 300 0,00% Actions
Midwest Capital Advisors, LLC $19 974 233 0,00% Actions
Continuum Advisory, LLC $14 067 164 0,00% Actions
Longview Financial Advisors LLC $12 251 143 0,00% Actions
Cranbrook Wealth Management, LLC $12 166 142 0,00% Actions
Allworth Financial LP $11 224 131 0,00% Actions
ASSETMARK, INC $10 623 124 0,00% Actions
Ashton Thomas Private Wealth, LLC $9 938 116 0,00% Actions
GAMMA Investing LLC $8 310 97 0,00% Actions
CoreCap Advisors, LLC $7 025 82 0,00% Actions
SIGNATUREFD, LLC $6 417 75 0,00% Actions
Rialto Wealth Management, LLC $6 340 74 0,00% Actions
Steward Partners Investment Advisory, LLC $5 569 65 0,00% Actions
Legacy Investment Solutions, LLC $5 520 80 0,00% Actions
Betterment LLC $5 245 61 223 0,00% Actions
FLOW TRADERS U.S. LLC $4 432 51 731 0,00% Actions
Cambridge Investment Research Advisors, Inc. $3 848 44 921 0,00% Actions
PNC Financial Services Group, Inc. $1 713 20 0,00% Actions
Kingdom Financial Group LLC. $1 497 17 0,00% Actions
CX Institutional $1 137 13 146 0,00% Actions
VANGUARD ADVISERS INC $833 11 0,00% Actions
Front Row Advisors LLC $527 6 0,00% Actions
Stillwater Private Wealth, LLC $484 5 491 0,00% Actions
Smartleaf Asset Management LLC $340 4 0,00% Actions
WHITTIER TRUST CO $172 2 0,00% Actions
Accredited Wealth Management, LLC $75 126 0,00% Actions
TSFG, LLC $13 157 0,00% Actions