TPHD — Détenteurs institutionnels (13F)

97 déclarants · $160.0M 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
WESTWOOD HOLDINGS GROUP INC $36 297 380 858 500 22,68% Actions
LPL Financial LLC $26 105 491 617 443 16,31% Actions
Christian Investment Advisors, Inc. $17 415 625 411 912 10,88% Actions
BENJAMIN EDWARDS INC $5 859 827 138 597 3,66% Actions
Coppell Advisory Solutions LLC $5 014 261 1 941 3,13% Actions
CWM, LLC $4 404 667 106 496 2,75% Actions
Turning Point Benefit Group, Inc. $4 192 086 99 122 2,62% Actions
AMERIPRISE FINANCIAL INC $4 082 664 96 563 2,55% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $3 259 841 77 101 2,04% Actions
OneAscent Financial Services LLC $3 223 737 76 247 2,01% Actions
RAYMOND JAMES FINANCIAL INC $3 211 689 75 962 2,01% Actions
Cetera Investment Advisers $2 725 969 64 474 1,70% Actions
J.W. COLE ADVISORS, INC. $2 328 370 55 070 1,45% Actions
ENVESTNET ASSET MANAGEMENT INC $2 293 616 54 248 1,43% Actions
Focus Partners Advisor Solutions, LLC $2 057 482 48 663 1,29% Actions
First Heartland Consultants, Inc. $1 978 190 46 788 1,24% Actions
Inspire Advisors, LLC $1 750 245 41 397 1,09% Actions
FAMILY WEALTH PARTNERS, LLC $1 728 637 41 795 1,08% Actions
Frontier Asset Management, LLC $1 709 631 40 436 1,07% Actions
Bare Financial Services, Inc $1 671 534 39 535 1,04% Actions
Geneos Wealth Management Inc. $1 576 790 37 294 0,99% Actions
Sound Financial Strategies Group, LLC $1 509 269 35 697 0,94% Actions
WorthPointe, LLC $1 501 300 35 509 0,94% Actions
EverSource Wealth Advisors, LLC $1 481 618 35 043 0,93% Actions
JONES FINANCIAL COMPANIES LLLP $1 255 593 29 492 0,78% Actions
Farther Finance Advisors, LLC $1 163 163 27 511 0,73% Actions
Foundations Investment Advisors, LLC $1 088 145 25 737 0,68% Actions
IFP Advisors, Inc $1 018 652 24 093 0,64% Actions
RFG Advisory, LLC $833 170 19 706 0,52% Actions
UBS Group AG $822 557 19 455 0,51% Actions
Allen Capital Group, LLC $784 886 18 564 0,49% Actions
O'Connor Financial Group LLC $753 091 17 812 0,47% Actions
Kestra Advisory Services, LLC $748 872 17 712 0,47% Actions
OSAIC HOLDINGS, INC. $673 946 15 940 0,42% Actions
COMMONWEALTH EQUITY SERVICES, LLC $656 799 15 535 0,41% Actions
WIN ADVISORS, INC $618 264 14 623 0,39% Actions
SUMMIT WEALTH GROUP LLC / CO $609 213 14 409 0,38% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596 408 14 106 0,37% Actions
Merit Financial Group, LLC $586 660 13 876 0,37% Actions
PNC Financial Services Group, Inc. $524 460 12 404 0,33% Actions
Sigma Planning Corp $505 353 11 953 0,32% Actions
Atria Investments, Inc $481 485 11 388 0,30% Actions
Atria Wealth Solutions, Inc. $433 733 11 254 0,27% Actions
LaSalle St. Investment Advisors, LLC $393 647 9 310 0,25% Actions
LifeWealth Investments, LLC $382 211 9 040 0,24% Actions
Envestnet Portfolio Solutions, Inc. $371 979 8 798 0,23% Actions
GOLDMAN SACHS GROUP INC $369 231 8 733 0,23% Actions
Orion Portfolio Solutions, LLC $354 537 9 424 0,22% Actions
GTS SECURITIES LLC $341 030 8 066 0,21% Actions
Strategic Blueprint, LLC $309 073 7 310 0,19% Actions
Koshinski Asset Management, Inc. $306 530 7 250 0,19% Actions
IHT Wealth Management, LLC $304 689 7 206 0,19% Actions
KAVAR CAPITAL PARTNERS GROUP, LLC $292 831 6 926 0,18% Actions
OneAscent Wealth Management LLC $283 427 6 704 0,18% Actions
Kovack Advisors, Inc. $281 192 6 646 0,18% Actions
Independent Advisor Alliance $271 184 6 414 0,17% Actions
Black Diamond Financial, LLC $270 127 6 389 0,17% Actions
INDEPENDENT FINANCIAL GROUP, LLC $263 700 6 237 0,16% Actions
H D Vest Advisory Services $263 512 6 971 0,16% Actions
VERUS CAPITAL PARTNERS, LLC $260 445 6 160 0,16% Actions
Regal Investment Advisors LLC $251 101 5 939 0,16% Actions
Bank of New York Mellon Corp $232 581 5 501 0,15% Actions
Aptus Capital Advisors, LLC $228 523 5 405 0,14% Actions
MERCER GLOBAL ADVISORS INC /ADV $222 043 5 252 0,14% Actions
Kingsview Wealth Management, LLC $216 896 5 130 0,14% Actions
Ameritas Advisory Services, LLC $212 447 5 025 0,13% Actions
BIP Wealth, LLC $207 945 4 918 0,13% Actions
Faithward Advisors, LLC $201 319 4 762 0,13% Actions
ROYAL BANK OF CANADA $193 000 4 571 0,12% Actions
Nemes Rush Group LLC $157 493 3 725 0,10% Actions
N.E.W. Advisory Services LLC $138 676 3 280 0,09% Actions
Rockefeller Capital Management L.P. $118 807 2 810 0,07% Actions
MORGAN STANLEY $103 650 2 451 0,06% Actions
Arax Advisory Partners $92 256 2 182 0,06% Actions
FMR LLC $65 306 1 545 0,04% Actions
NewEdge Advisors, LLC $63 420 1 500 0,04% Actions
OLIVER LAGORE VANVALIN INVESTMENT GROUP $62 369 1 658 0,04% Actions
HARBOUR INVESTMENTS, INC. $59 488 1 407 0,04% Actions
Bank of New Hampshire $54 964 1 300 0,03% Actions
CoreCap Advisors, LLC $42 238 999 0,03% Actions
SHP Wealth Management $38 982 922 0,02% Actions
FTB Advisors, Inc. $32 848 869 0,02% Actions
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $27 482 650 0,02% Actions
FIFTH THIRD BANCORP $25 199 596 0,02% Actions
IFG Advisory, LLC $24 565 581 0,02% Actions
Smartleaf Asset Management LLC $20 574 485 0,01% Actions
JPMORGAN CHASE & CO $20 404 481 0,01% Actions
COMERICA BANK $20 267 526 0,01% Actions
Buck Wealth Strategies, LLC $16 341 387 0,01% Actions
ASSETMARK, INC $6 807 161 0,00% Actions
Cambridge Investment Research Advisors, Inc. $6 026 142 532 0,00% Actions
Blue Trust, Inc. $5 789 137 0,00% Actions
Ameritas Investment Partners, Inc. $2 543 60 0,00% Actions
Janney Montgomery Scott LLC $363 8 581 0,00% Actions
CX Institutional $221 5 458 0,00% Actions
WELLS FARGO & COMPANY/MN $22 1 0,00% Actions
First PREMIER Bank $11 250 0,00% Actions