TAXF — Détenteurs institutionnels (13F)

118 déclarants · $512.0M 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
ENVESTNET ASSET MANAGEMENT INC $124 349 373 2 446 137 24,29% Actions
CWM, LLC $77 723 291 1 552 913 15,18% Actions
LPL Financial LLC $35 078 911 690 054 6,85% Actions
MORGAN STANLEY $23 233 834 457 043 4,54% Actions
Goldstein Advisors, LLC $22 187 902 436 469 4,33% Actions
AMERIPRISE FINANCIAL INC $17 976 320 353 825 3,51% Actions
Prime Capital Investment Advisors, LLC $17 843 335 351 005 3,48% Actions
RAYMOND JAMES FINANCIAL INC $14 033 884 276 068 2,74% Actions
Private Advisor Group, LLC $12 177 394 239 548 2,38% Actions
CONDOR CAPITAL MANAGEMENT $9 042 584 177 881 1,77% Actions
IFP Advisors, Inc $7 532 781 148 181 1,47% Actions
Dynamic Advisor Solutions LLC $6 268 812 123 317 1,22% Actions
Arax Advisory Partners $5 980 026 117 636 1,17% Actions
NewEdge Advisors, LLC $5 935 000 116 750 1,16% Actions
First Affirmative Financial Network $5 901 780 117 918 1,15% Actions
U.S. Capital Wealth Advisors, LLC $5 712 257 114 131 1,12% Actions
FAS Wealth Partners, Inc. $5 340 352 105 053 1,04% Actions
Henderson Brothers Financial Partners, LLC $4 912 457 96 635 0,96% Actions
COMMONWEALTH EQUITY SERVICES, LLC $4 810 431 94 628 0,94% Actions
Kestra Advisory Services, LLC $4 539 442 89 298 0,89% Actions
GEM Asset Management, LLC $4 433 327 87 210 0,87% Actions
Elequin Capital, LP $4 244 773 83 501 0,83% Actions
JANE STREET GROUP, LLC $4 226 778 83 147 0,83% Actions
Pursuit Wealth Management LLC $4 108 276 81 546 0,80% Actions
Visionary Wealth Advisors $3 790 832 74 571 0,74% Actions
GOLDMAN SACHS GROUP INC $3 333 403 65 573 0,65% Actions
ARQ WEALTH ADVISORS, LLC $3 283 450 65 474 0,64% Actions
JPMORGAN CHASE & CO $3 259 026 64 028 0,64% Actions
IHT Wealth Management, LLC $3 173 333 62 424 0,62% Actions
HighTower Advisors, LLC $3 140 869 61 786 0,61% Actions
OneDigital Investment Advisors LLC $3 091 533 60 815 0,60% Actions
CARY STREET PARTNERS FINANCIAL LLC $2 972 857 58 481 0,58% Actions
Landmark Wealth Management, LLC $2 899 255 57 033 0,57% Actions
OSAIC HOLDINGS, INC. $2 685 667 52 823 0,52% Actions
MERCER GLOBAL ADVISORS INC /ADV $2 464 339 48 477 0,48% Actions
ROYAL BANK OF CANADA $2 416 000 47 529 0,47% Actions
GWN SECURITIES INC. $2 244 416 44 151 0,44% Actions
OneAscent Financial Services LLC $2 020 081 39 738 0,39% Actions
Mutual Advisors, LLC $1 935 468 38 074 0,38% Actions
Orion Portfolio Solutions, LLC $1 898 774 38 375 0,37% Actions
Cooper Capital Advisors LLC $1 748 724 34 400 0,34% Actions
PNC Financial Services Group, Inc. $1 720 559 33 846 0,34% Actions
Pine Valley Investments Ltd Liability Co $1 718 039 33 796 0,34% Actions
MATHER GROUP, LLC. $1 465 719 28 833 0,29% Actions
Melone Private Wealth, LLC $1 405 387 27 646 0,27% Actions
First Heartland Consultants, Inc. $1 398 979 27 520 0,27% Actions
JONES FINANCIAL COMPANIES LLLP $1 299 458 25 595 0,25% Actions
Foundations Investment Advisors, LLC $1 268 731 24 958 0,25% Actions
Midwestern Financial, LLC /IA $1 177 359 23 160 0,23% Actions
CNB Bank $1 039 627 20 451 0,20% Actions
Concurrent Investment Advisors, LLC $957 172 18 829 0,19% Actions
Equitable Holdings, Inc. $887 178 17 452 0,17% Actions
STIFEL FINANCIAL CORP $876 151 17 235 0,17% Actions
Aprio Wealth Management, LLC $876 090 17 234 0,17% Actions
COMERICA BANK $872 973 17 328 0,17% Actions
Equity Wealth Partners, LLC $846 375 16 649 0,17% Actions
Westside Investment Management, Inc. $823 527 16 200 0,16% Actions
ERn Financial, LLC $822 002 16 170 0,16% Actions
REGIMEN WEALTH, LLC $791 841 15 577 0,15% Actions
Altus Wealth Group LLC $774 586 15 237 0,15% Actions
Prosperity Consulting Group, LLC $737 972 14 517 0,14% Actions
PFG Advisors $723 473 14 232 0,14% Actions
Gerber Kawasaki Wealth & Investment Management $718 817 14 140 0,14% Actions
SageView Advisory Group, LLC $680 378 13 384 0,13% Actions
marrick wealth, LLC $674 377 13 266 0,13% Actions
Core Wealth Advisors, Inc. $668 989 13 160 0,13% Actions
Clearview Wealth Management LLC $660 893 13 001 0,13% Actions
Portfolio Resources Advisor Group, Inc. $648 047 12 948 0,13% Actions
FIFTH THIRD BANCORP $560 243 11 021 0,11% Actions
CITADEL ADVISORS LLC $556 389 10 945 0,11% Actions
Cetera Investment Advisers $543 666 10 695 0,11% Actions
Orion Porfolio Solutions, LLC $511 301 10 058 0,10% Actions
MML INVESTORS SERVICES, LLC $506 347 9 961 0,10% Actions
SYNOVUS FINANCIAL CORP $485 764 9 670 0,09% Actions
Palatine Hill Wealth Management, LLC $483 238 9 506 0,09% Actions
Merit Financial Group, LLC $456 625 8 982 0,09% Actions
Trilogy Capital Inc. $438 452 8 625 0,09% Actions
Pinnacle Financial Partners, Inc. $423 329 8 327 0,08% Actions
CAPTRUST FINANCIAL ADVISORS $407 897 8 024 0,08% Actions
Stewardship Advisors, LLC $402 867 7 925 0,08% Actions
Lifeworks Advisors, LLC $378 162 7 439 0,07% Actions
UNIQUE WEALTH, LLC $371 604 7 310 0,07% Actions
Arrowroot Family Office, LLC $361 971 7 121 0,07% Actions
Savvy Advisors, Inc. $338 478 6 658 0,07% Actions
UBS Group AG $331 647 6 524 0,06% Actions
CASTLE WEALTH MANAGEMENT LLC $321 887 6 332 0,06% Actions
C M BIDWELL & ASSOCIATES LTD $314 160 6 180 0,06% Actions
Creative Planning $310 959 6 117 0,06% Actions
PRIVATE TRUST CO NA $279 515 5 498 0,05% Actions
Inspire Advisors, LLC $273 442 5 379 0,05% Actions
Bill Few Associates, Inc. $256 208 5 040 0,05% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $236 479 4 678 0,05% Actions
Barnes Wealth Management Group, Inc $232 502 4 573 0,05% Actions
Investment Advisory Group, LLC $228 758 4 500 0,04% Actions
Fortis Group Advisors, LLC $214 320 4 216 0,04% Actions
Pure Financial Advisors, LLC $208 424 4 100 0,04% Actions
Frederick Financial Consultants, LLC $206 290 4 058 0,04% Actions
PFG Investments, LLC $203 375 4 001 0,04% Actions
Avidian Wealth Enterprises, LLC $202 685 3 987 0,04% Actions
Lodestone Wealth Management LLC $173 583 3 415 0,03% Actions
HARBOUR INVESTMENTS, INC. $45 701 899 0,01% Actions
ASSETMARK, INC $45 091 887 0,01% Actions
Geneos Wealth Management Inc. $40 164 790 0,01% Actions
Caldwell Trust Co $39 143 770 0,01% Actions
Steward Partners Investment Advisory, LLC $38 126 750 0,01% Actions
Farther Finance Advisors, LLC $23 435 461 0,00% Actions
IFG Advisory, LLC $21 566 424 0,00% Actions
Global Retirement Partners, LLC $21 503 423 0,00% Actions
CX Institutional $16 978 358 295 0,00% Actions
Cambridge Investment Research Advisors, Inc. $3 606 70 928 0,00% Actions
Financial Management Professionals, Inc. $3 289 65 0,00% Actions
SIGNATUREFD, LLC $603 12 0,00% Actions
Janney Montgomery Scott LLC $312 6 140 0,00% Actions
Capital Analysts, LLC $74 1 446 0,00% Actions
BESSEMER GROUP INC $70 1 386 0,00% Actions
WELLS FARGO & COMPANY/MN $44 1 0,00% Actions
BlackRock, Inc. $35 1 0,00% Actions
Larson Financial Group LLC $35 1 0,00% Actions