ULST — Détenteurs institutionnels (13F)

120 déclarants · $459.7M 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
CWM, LLC $159 970 526 3 949 890 34,80% Actions
LPL Financial LLC $55 976 621 1 384 703 12,18% Actions
MORGAN STANLEY $31 015 167 767 227 6,75% Actions
BIP Wealth, LLC $26 886 737 665 102 5,85% Actions
Avestar Capital, LLC $25 415 993 628 720 5,53% Actions
PTM WEALTH MANAGEMENT, LLC $20 796 004 515 263 4,52% Actions
AQR CAPITAL MANAGEMENT LLC $14 469 453 357 933 3,15% Actions
RAYMOND JAMES FINANCIAL INC $11 038 965 273 073 2,40% Actions
BANK OF AMERICA CORP /DE/ $11 013 984 272 455 2,40% Actions
Stablepoint Partners, LLC $8 927 440 220 840 1,94% Actions
ORBA Wealth Advisors, L.L.C. $6 388 629 158 037 1,39% Actions
Norris Financial Group, LLC $4 976 844 123 113 1,08% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4 825 460 119 635 1,05% Actions
David Kennon Inc $4 289 387 106 107 0,93% Actions
Kraft, Davis & Associates, LLC $4 228 387 104 871 0,92% Actions
WT Wealth Management $3 206 975 79 331 0,70% Actions
UBS Group AG $2 989 954 73 963 0,65% Actions
VERUS CAPITAL PARTNERS, LLC $2 924 014 72 332 0,64% Actions
BridgePort Financial Solutions, LLC $2 782 416 68 829 0,61% Actions
ROYAL BANK OF CANADA $2 399 000 59 350 0,52% Actions
Focus Partners Wealth $2 287 890 56 596 0,50% Actions
Cannon Wealth Management Services, LLC $2 171 186 53 709 0,47% Actions
Elmwood Wealth Management, Inc. $2 015 147 49 849 0,44% Actions
OSAIC HOLDINGS, INC. $1 960 749 48 492 0,43% Actions
Barnes Wealth Management Group, Inc $1 927 747 47 687 0,42% Actions
Global View Capital Management LLC $1 856 761 45 931 0,40% Actions
MML INVESTORS SERVICES, LLC $1 686 532 41 720 0,37% Actions
CITADEL ADVISORS LLC $1 623 711 40 166 0,35% Actions
Equitable Holdings, Inc. $1 550 881 38 364 0,34% Actions
Congress Wealth Management LLC / DE / $1 429 753 35 163 0,31% Actions
Sanctuary Advisors, LLC $1 351 004 33 420 0,29% Actions
CGN Advisors LLC $1 316 332 32 562 0,29% Actions
Authentikos Wealth Advisory, LLC $1 237 086 30 602 0,27% Actions
Fiduciary Trust Co $1 165 857 28 840 0,25% Actions
ENVESTNET ASSET MANAGEMENT INC $1 143 847 28 296 0,25% Actions
Ameliora Wealth Management Ltd. $1 122 481 27 767 0,24% Actions
Stratos Wealth Partners, LTD. $1 078 140 26 670 0,23% Actions
Coppell Advisory Solutions LLC $1 003 886 49 579 0,22% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998 498 24 700 0,22% Actions
Valmark Advisers, Inc. $954 839 23 620 0,21% Actions
GOLDMAN SACHS GROUP INC $895 575 22 154 0,19% Actions
Steward Partners Investment Advisory, LLC $876 616 21 685 0,19% Actions
Crews Bank & Trust $859 031 21 250 0,19% Actions
NAPLES GLOBAL ADVISORS, LLC $842 862 20 850 0,18% Actions
Wealthcare Advisory Partners LLC $817 822 20 231 0,18% Actions
Savant Capital, LLC $811 820 20 063 0,18% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810 077 20 039 0,18% Actions
SALEM INVESTMENT COUNSELORS INC $743 659 18 396 0,16% Actions
KINGSWOOD WEALTH ADVISORS, LLC $708 383 17 523 0,15% Actions
Fifth Third Securities, Inc. $681 080 16 848 0,15% Actions
McAdam, LLC $640 831 15 852 0,14% Actions
Perennial Investment Advisors, LLC $616 436 15 250 0,13% Actions
TKG Advisors, LLC $572 477 14 161 0,12% Actions
Orion Portfolio Solutions, LLC $564 872 13 896 0,12% Actions
Western Wealth Management, LLC $537 734 13 302 0,12% Actions
CAPTRUST FINANCIAL ADVISORS $518 974 12 838 0,11% Actions
Golden State Wealth Management, LLC $510 527 12 629 0,11% Actions
G&S Capital LLC $500 008 12 300 0,11% Actions
STIFEL FINANCIAL CORP $486 112 12 025 0,11% Actions
Penobscot Investment Management Company, Inc. $472 973 11 700 0,10% Actions
HARBOUR INVESTMENTS, INC. $466 631 11 543 0,10% Actions
OPPENHEIMER & CO INC $458 824 11 350 0,10% Actions
Prestige Wealth Management Group LLC $453 576 11 220 0,10% Actions
Gladstone Institutional Advisory LLC $427 414 10 573 0,09% Actions
COMMONWEALTH EQUITY SERVICES, LLC $414 440 10 252 0,09% Actions
Trilogy Capital Inc. $409 315 10 125 0,09% Actions
JANE STREET GROUP, LLC $406 110 10 046 0,09% Actions
CATALYST PRIVATE WEALTH, LLC $404 250 10 000 0,09% Actions
NewEdge Advisors, LLC $399 053 9 871 0,09% Actions
FIFTH THIRD BANCORP $393 901 9 744 0,09% Actions
Destination Wealth Management $392 365 9 706 0,09% Actions
RICHARDSON FINANCIAL SERVICES INC. $388 970 9 622 0,08% Actions
COMERICA BANK $384 675 9 497 0,08% Actions
CAPSTONE WEALTH MANAGEMENT GROUP, LLC $375 696 9 294 0,08% Actions
Vise Technologies, Inc. $368 393 9 113 0,08% Actions
ZEGA Investments, LLC $324 896 8 037 0,07% Actions
Cetera Investment Advisers $298 435 7 382 0,06% Actions
TWO SIGMA SECURITIES, LLC $291 505 7 211 0,06% Actions
PNC Financial Services Group, Inc. $291 172 7 203 0,06% Actions
Wisconsin Wealth Advisors, LLC $290 904 7 196 0,06% Actions
Advisor Resource Council $279 932 6 942 0,06% Actions
January Capital Advisors LLC $273 032 6 754 0,06% Actions
Bouchey Financial Group, Ltd. $270 444 6 690 0,06% Actions
Winch Advisory Services, LLC $242 893 6 008 0,05% Actions
Worth Asset Management, LLC $239 761 5 931 0,05% Actions
OakTrust Wealth Advisors, LLC $234 733 5 807 0,05% Actions
AMERIPRISE FINANCIAL INC $230 786 5 709 0,05% Actions
Cape Investment Advisory, Inc. $229 512 5 677 0,05% Actions
Modern Wealth Management, LLC $220 518 5 455 0,05% Actions
Tower Research Capital LLC (TRC) $220 033 5 443 0,05% Actions
Merit Financial Group, LLC $210 346 5 203 0,05% Actions
United Advisor Group, LLC $208 793 5 165 0,05% Actions
LANE BROTHERS & CO INC $203 095 5 024 0,04% Actions
Bank of New York Mellon Corp $202 312 5 005 0,04% Actions
ANGELES WEALTH MANAGEMENT, LLC $202 125 5 000 0,04% Actions
PRIVATE TRUST CO NA $144 924 3 585 0,03% Actions
Ameritas Advisory Services, LLC $87 924 2 175 0,02% Actions
Glen Eagle Advisors, LLC $76 854 1 901 0,02% Actions
Tidemark, LLC $64 680 1 600 0,01% Actions
Qube Research & Technologies Ltd $52 957 1 310 0,01% Actions
JPMORGAN CHASE & CO $52 916 1 309 0,01% Actions
Aptus Capital Advisors, LLC $52 674 1 303 0,01% Actions
Continuum Advisory, LLC $45 276 1 120 0,01% Actions
ROTHSCHILD INVESTMENT LLC $40 506 1 002 0,01% Actions
Synergy Investment Management, LLC $31 168 771 0,01% Actions
Blue Trust, Inc. $26 484 655 0,01% Actions
Collier Financial $21 435 530 0,00% Actions
ASSETMARK, INC $15 725 389 0,00% Actions
AE Wealth Management LLC $7 681 190 0,00% Actions
MCGUIRE CAPITAL ADVISORS INC $7 357 182 0,00% Actions
TD Capital Management LLC $5 093 126 0,00% Actions
REDMONT WEALTH ADVISORS LLC $2 754 68 0,00% Actions
Thrivent Financial for Lutherans $1 837 45 432 0,00% Actions
TD Waterhouse Canada Inc. $1 531 38 0,00% Actions
Wealth Enhancement Trust Services, Inc. $526 13 0,00% Actions
FLOW TRADERS U.S. LLC $369 9 130 0,00% Actions
CENTAURUS FINANCIAL, INC. $362 8 955 0,00% Actions
HUNTINGTON NATIONAL BANK $81 2 0,00% Actions
CX Institutional $40 985 0,00% Actions
WELLS FARGO & COMPANY/MN $15 0 0,00% Actions