USMF — Détenteurs institutionnels (13F)

74 déclarants · $215.3M 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
HighTower Advisors, LLC $74 116 928 1 366 387 34,42% Actions
Bluespring Wealth Management, LLC $32 268 835 594 894 14,99% Actions
Team Financial Group, LLC $15 502 553 285 798 7,20% Actions
LPL Financial LLC $10 768 778 198 528 5,00% Actions
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $10 437 187 192 415 4,85% Actions
WELLS FARGO & COMPANY/MN $7 543 832 139 075 3,50% Actions
Cetera Investment Advisers $5 446 475 100 409 2,53% Actions
Defined Financial Planning LLC $5 281 948 105 302 2,45% Actions
GREAT VALLEY ADVISOR GROUP, INC. $5 023 547 92 605 2,33% Actions
EVOLVE PRIVATE WEALTH, LLC $4 483 150 82 649 2,08% Actions
NewEdge Advisors, LLC $3 258 703 60 076 1,51% Actions
MORGAN STANLEY $2 585 711 47 669 1,20% Actions
RAYMOND JAMES FINANCIAL INC $2 300 120 42 404 1,07% Actions
Allworth Financial LP $2 018 639 37 215 0,94% Actions
Private Advisor Group, LLC $1 884 170 34 736 0,88% Actions
Stratos Wealth Partners, LTD. $1 751 558 32 290 0,81% Actions
GOLDMAN SACHS GROUP INC $1 675 295 30 885 0,78% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1 545 887 28 500 0,72% Actions
H D Vest Advisory Services $1 531 043 29 870 0,71% Actions
Integrated Wealth Concepts LLC $1 430 768 26 377 0,66% Actions
TWO SIGMA INVESTMENTS, LP $1 405 111 25 904 0,65% Actions
Archer Investment Management, LLC $1 321 131 24 356 0,61% Actions
WCG Wealth Advisors LLC $1 199 255 22 109 0,56% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 181 087 21 774 0,55% Actions
Merit Financial Group, LLC $1 160 985 21 404 0,54% Actions
JPMORGAN CHASE & CO $1 108 633 20 630 0,51% Actions
IHT Wealth Management, LLC $950 854 17 530 0,44% Actions
WealthPoint Financial, LLC $907 160 16 724 0,42% Actions
ENVESTNET ASSET MANAGEMENT INC $900 099 16 594 0,42% Actions
Summit Financial, LLC $843 066 15 542 0,39% Actions
AXXCESS WEALTH MANAGEMENT, LLC $828 399 15 272 0,38% Actions
OSAIC HOLDINGS, INC. $828 312 15 272 0,38% Actions
CWM, LLC $773 194 15 658 0,36% Actions
Kestra Advisory Services, LLC $771 498 14 223 0,36% Actions
Modern Wealth Management, LLC $769 756 14 191 0,36% Actions
United Advisor Group, LLC $751 986 13 863 0,35% Actions
Beacon Financial Advisory LLC $748 428 13 798 0,35% Actions
Keating Financial Advisory Services, Inc. $593 463 10 941 0,28% Actions
COLUMBIA ADVISORY PARTNERS LLC $589 487 10 868 0,27% Actions
Quantinno Capital Management LP $483 359 8 911 0,22% Actions
TopTier Wealth Management, LLC $481 237 8 872 0,22% Actions
CITADEL ADVISORS LLC $458 950 8 461 0,21% Actions
&PARTNERS $429 537 7 919 0,20% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $428 915 8 686 0,20% Actions
JANE STREET GROUP, LLC $406 172 7 488 0,19% Actions
COMMONWEALTH EQUITY SERVICES, LLC $390 850 7 205 0,18% Actions
WORLD EQUITY GROUP, INC. $334 676 6 170 0,16% Actions
Financial Enhancement Group LLC $314 981 5 807 0,15% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $275 759 5 084 0,13% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $274 460 5 120 0,13% Actions
Lido Advisors, LLC $273 900 5 048 0,13% Actions
Mutual Advisors, LLC $269 054 4 960 0,12% Actions
Bison Wealth, LLC $252 932 4 742 0,12% Actions
CoreCap Advisors, LLC $244 357 4 505 0,11% Actions
BIP Wealth, LLC $228 147 4 206 0,11% Actions
Concurrent Investment Advisors, LLC $207 154 3 819 0,10% Actions
Arkadios Wealth Advisors $203 801 3 757 0,09% Actions
RMR Wealth Builders $200 928 3 704 0,09% Actions
LANARK FINANCIAL, INC. $182 009 3 355 0,08% Actions
ROYAL BANK OF CANADA $120 000 2 210 0,06% Actions
FMR LLC $94 871 1 749 0,04% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $86 626 1 597 0,04% Actions
Hughes Financial Services, LLC $54 026 996 0,03% Actions
Institute for Wealth Management, LLC. $36 398 671 0,02% Actions
Geneos Wealth Management Inc. $32 056 591 0,01% Actions
AE Wealth Management LLC $26 199 483 0,01% Actions
UBS Group AG $9 384 173 0,00% Actions
VANGUARD ADVISERS INC $4 987 101 0,00% Actions
Smartleaf Asset Management LLC $4 944 92 0,00% Actions
SHP Wealth Management $1 682 31 0,00% Actions
Cambridge Investment Research Advisors, Inc. $620 11 429 0,00% Actions
FLOW TRADERS U.S. LLC $262 4 832 0,00% Actions
CENTAURUS FINANCIAL, INC. $189 3 484 0,00% Actions
Capital Advisors, Ltd. LLC $13 233 0,00% Actions