VSDB — Détenteurs institutionnels (13F)
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 |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | $625 941 662 | 8 199 393 | 88,39% | Actions |
| Beaird Harris Wealth Management, LLC | $15 572 779 | 203 992 | 2,20% | Actions |
| CGN Advisors LLC | $7 226 421 | 94 661 | 1,02% | Actions |
| Werba Rubin Papier Wealth Management | $7 094 509 | 92 933 | 1,00% | Actions |
| TD Capital Management LLC | $6 239 035 | 81 727 | 0,88% | Actions |
| Keystone Financial Group, Inc. | $4 604 354 | 60 314 | 0,65% | Actions |
| Entruity Wealth, LLC | $4 600 825 | 60 268 | 0,65% | Actions |
| Bell Bank | $4 236 412 | 55 494 | 0,60% | Actions |
| Integrated Wealth Concepts LLC | $3 425 065 | 44 866 | 0,48% | Actions |
| Pinnacle Financial Group, LLC / IL | $3 106 809 | 40 697 | 0,44% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 027 730 | 26 562 | 0,29% | Actions |
| TD Waterhouse Canada Inc. | $1 670 396 | 21 881 | 0,24% | Actions |
| Robertson Stephens Wealth Management, LLC | $1 620 493 | 21 227 | 0,23% | Actions |
| Sanctuary Advisors, LLC | $1 615 049 | 21 156 | 0,23% | Actions |
| Eldridge Investment Advisors, Inc. | $1 255 061 | 16 440 | 0,18% | Actions |
| North Star Investment Management Corp. | $1 240 439 | 16 249 | 0,18% | Actions |
| Mills Wealth Advisors LLC | $1 107 613 | 14 509 | 0,16% | Actions |
| Balboa Wealth Partners | $1 094 487 | 14 337 | 0,15% | Actions |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $992 267 | 12 998 | 0,14% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942 076 | 12 399 | 0,13% | Actions |
| American Investment Services, Inc. | $909 425 | 11 913 | 0,13% | Actions |
| Englebert Financial Advisers, LLC | $908 599 | 11 902 | 0,13% | Actions |
| CITADEL ADVISORS LLC | $907 606 | 11 889 | 0,13% | Actions |
| STEEL GROVE CAPITAL ADVISORS, LLC | $877 910 | 11 500 | 0,12% | Actions |
| LPL Financial LLC | $843 732 | 11 052 | 0,12% | Actions |
| Prospera Financial Services Inc | $806 148 | 10 560 | 0,11% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $766 759 | 10 044 | 0,11% | Actions |
| Worth Asset Management, LLC | $728 360 | 9 541 | 0,10% | Actions |
| Kestra Advisory Services, LLC | $522 783 | 6 848 | 0,07% | Actions |
| Essex Financial Services, Inc. | $434 375 | 5 690 | 0,06% | Actions |
| Crusonia Wealth Advisors LLC | $423 305 | 5 545 | 0,06% | Actions |
| Mariner, LLC | $413 607 | 5 418 | 0,06% | Actions |
| Focus Partners Advisor Solutions, LLC | $389 334 | 5 100 | 0,05% | Actions |
| FLAGSHIP HARBOR ADVISORS, LLC | $350 020 | 4 585 | 0,05% | Actions |
| Concurrent Investment Advisors, LLC | $343 759 | 4 503 | 0,05% | Actions |
| Farther Finance Advisors, LLC | $331 657 | 4 344 | 0,05% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $306 333 | 4 013 | 0,04% | Actions |
| Gutierrez Wealth Advisory, LLC | $291 557 | 3 819 | 0,04% | Actions |
| Burton Enright Welch | $274 519 | 3 596 | 0,04% | Actions |
| MML INVESTORS SERVICES, LLC | $260 758 | 3 416 | 0,04% | Actions |
| Aegis Wealth Management LLC | $250 014 | 3 275 | 0,04% | Actions |
| HBK Sorce Advisory LLC | $247 814 | 3 265 | 0,03% | Actions |
| Concord Wealth Partners | $233 622 | 3 060 | 0,03% | Actions |
| CRA Financial Services, LLC | $203 936 | 2 671 | 0,03% | Actions |
| Aptus Capital Advisors, LLC | $186 728 | 2 446 | 0,03% | Actions |
| Cornerstone National Bank & Trust Co | $163 422 | 2 151 | 0,02% | Actions |
| OSAIC HOLDINGS, INC. | $62 598 | 820 | 0,01% | Actions |
| Westfuller Advisors, LLC | $56 100 | 732 | 0,01% | Actions |
| MORGAN STANLEY | $27 412 | 359 | 0,00% | Actions |
| Blue Trust, Inc. | $24 734 | 324 | 0,00% | Actions |
| VANGUARD ADVISERS INC | $18 992 | 249 | 0,00% | Actions |
| CWM, LLC | $11 971 | 157 | 0,00% | Actions |
| ROYAL BANK OF CANADA | $5 000 | 70 | 0,00% | Actions |
| HAZLETT, BURT & WATSON, INC. | $1 057 | 13 783 | 0,00% | Actions |
| Betterment LLC | $538 | 7 050 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $319 | 4 172 | 0,00% | Actions |
| EverSource Wealth Advisors, LLC | $76 | 1 | 0,00% | Actions |