TBLD — Détenteurs institutionnels (13F)

58 déclarants · $216.4M 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
UBS Group AG $40 964 348 1 856 110 18,93% Actions
DKM Wealth Management, Inc. $21 138 048 957 773 9,77% Actions
STIFEL FINANCIAL CORP $18 473 568 837 046 8,54% Actions
MORGAN STANLEY $17 035 741 771 895 7,87% Actions
Atlas Wealth LLC $15 689 409 710 893 7,25% Actions
RAYMOND JAMES FINANCIAL INC $15 572 556 705 598 7,20% Actions
Advisors Asset Management, Inc. $13 575 641 675 405 6,27% Actions
Kera Capital Partners, Inc. $10 619 978 481 195 4,91% Actions
ROYAL BANK OF CANADA $10 208 000 462 544 4,72% Actions
WELLS FARGO & COMPANY/MN $9 433 461 427 434 4,36% Actions
LPL Financial LLC $7 187 374 325 663 3,32% Actions
Rockefeller Capital Management L.P. $3 555 298 161 091 1,64% Actions
Sanctuary Advisors, LLC $3 078 132 139 471 1,42% Actions
Private Advisor Group, LLC $2 670 958 121 022 1,23% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2 635 460 120 616 1,22% Actions
Thomas J. Herzfeld Advisors, Inc. $1 776 172 80 479 0,82% Actions
Alessandra Capital Management, LLC $1 743 664 79 006 0,81% Actions
EVOLVE PRIVATE WEALTH, LLC $1 720 533 77 958 0,80% Actions
Invesco Ltd. $1 713 338 77 632 0,79% Actions
Concurrent Investment Advisors, LLC $1 578 879 71 540 0,73% Actions
D.A. DAVIDSON & CO. $1 528 098 69 238 0,71% Actions
Kestra Advisory Services, LLC $1 487 646 67 406 0,69% Actions
OSAIC HOLDINGS, INC. $1 241 076 56 219 0,57% Actions
FINANCIAL MANAGEMENT NETWORK INC $1 066 715 48 377 0,49% Actions
PMG Family Office LLC $1 061 457 48 095 0,49% Actions
Dakota Wealth Management $1 036 863 46 981 0,48% Actions
Lokken Investment Group LLC $925 063 46 509 0,43% Actions
Advisory Advocates, LLC $760 753 34 470 0,35% Actions
Closed-End Fund Advisors, Inc. $757 818 34 337 0,35% Actions
Steward Partners Investment Advisory, LLC $549 962 24 919 0,25% Actions
OPPENHEIMER & CO INC $512 355 23 215 0,24% Actions
COMERICA BANK $486 420 24 200 0,22% Actions
FIFTH THIRD BANCORP $470 091 21 300 0,22% Actions
DAVENPORT & Co LLC $433 335 19 635 0,20% Actions
NewEdge Advisors, LLC $364 442 16 513 0,17% Actions
BROWN ADVISORY INC $302 800 13 720 0,14% Actions
HICKS CAPITAL MANAGEMENT LLC $283 732 12 856 0,13% Actions
KW WEALTH MANAGEMENT LLC $282 566 14 058 0,13% Actions
Allegheny Financial Group $276 908 12 546 0,13% Actions
&PARTNERS $276 316 12 520 0,13% Actions
LaSalle St. Investment Advisors, LLC $269 364 12 205 0,12% Actions
BROWN BROTHERS HARRIMAN & CO $265 348 12 023 0,12% Actions
Beacon Pointe Advisors, LLC $253 805 11 500 0,12% Actions
Cetera Investment Advisers $243 752 11 045 0,11% Actions
Prosperity Consulting Group, LLC $220 700 10 000 0,10% Actions
TRUIST FINANCIAL CORP $209 694 9 501 0,10% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148 928 6 748 0,07% Actions
US BANCORP \DE\ $110 262 4 996 0,05% Actions
WEBSTER BANK, N. A. $66 210 3 000 0,03% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59 103 2 678 0,03% Actions
SOA Wealth Advisors, LLC. $38 162 1 729 0,02% Actions
Clark Wealth Partners $14 567 660 0,01% Actions
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13 242 600 0,01% Actions
WHITTIER TRUST CO $11 070 500 0,01% Actions
Janney Montgomery Scott LLC $1 537 69 629 0,00% Actions
WEDBUSH SECURITIES INC $939 42 539 0,00% Actions
Cambridge Investment Research Advisors, Inc. $846 38 344 0,00% Actions
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $584 26 550 0,00% Actions