VSDM — Détenteurs institutionnels (13F)

123 déclarants · $264.4M 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
Capital Investment Services of America, Inc. $21 527 589 280 929 8,14% Actions
TRUIST FINANCIAL CORP $19 242 152 251 105 7,28% Actions
Mills Wealth Advisors LLC $12 638 279 164 926 4,78% Actions
S.A. Mason LLC $12 558 737 163 888 4,75% Actions
Keystone Financial Group, Inc. $10 896 287 142 196 4,12% Actions
Kestra Investment Management, LLC $10 676 015 139 319 4,04% Actions
American Investment Services, Inc. $9 862 971 128 709 3,73% Actions
MOSAIC FAMILY WEALTH PARTNERS, LLC $9 700 330 126 587 3,67% Actions
CGN Advisors LLC $9 513 921 124 154 3,60% Actions
Frisch Financial Group, Inc. $7 509 740 98 000 2,84% Actions
Quantinno Capital Management LP $7 509 740 98 000 2,84% Actions
Acumen Wealth Advisors, LLC $6 319 447 82 467 2,39% Actions
Beaird Harris Wealth Management, LLC $5 723 648 74 692 2,16% Actions
RW Investment Management LLC $5 387 779 70 309 2,04% Actions
IRON Financial LLC $5 045 344 65 840 1,91% Actions
COMMONWEALTH EQUITY SERVICES, LLC $5 018 240 65 487 1,90% Actions
MASTER'S WEALTH MANAGEMENT INC. $4 727 228 61 689 1,79% Actions
Rialto Wealth Management, LLC $4 693 741 61 252 1,78% Actions
JONES FINANCIAL COMPANIES LLLP $3 866 446 50 496 1,46% Actions
Belpointe Asset Management LLC $3 863 813 50 421 1,46% Actions
Alliance Private Wealth, LLC $3 486 757 45 501 1,32% Actions
TD Capital Management LLC $3 331 340 43 473 1,26% Actions
Bank of New York Mellon Corp $3 197 334 41 724 1,21% Actions
Topsail Wealth Management, LLC $3 129 820 40 843 1,18% Actions
GSG Advisors LLC $3 003 896 39 200 1,14% Actions
Professional Financial Advisors, LLC $2 931 504 38 255 1,11% Actions
Timmons Wealth Management, LLC $2 884 047 37 636 1,09% Actions
LPL Financial LLC $2 874 507 37 512 1,09% Actions
Dakota Wealth Management $2 749 102 35 875 1,04% Actions
GREAT VALLEY ADVISOR GROUP, INC. $2 517 944 32 858 0,95% Actions
Bedel Financial Consulting, Inc. $2 341 813 30 560 0,89% Actions
Stonebridge Financial Group, LLC $2 220 465 29 853 0,84% Actions
JPMORGAN CHASE & CO $2 189 263 28 573 0,83% Actions
Aprio Wealth Management, LLC $2 143 341 27 970 0,81% Actions
MBM WEALTH CONSULTANTS, LLC $2 114 528 27 594 0,80% Actions
Harbor Group, Inc. $1 984 618 25 899 0,75% Actions
Verum Partners LLC $1 770 291 23 102 0,67% Actions
Lindenwold Advisors $1 769 853 23 075 0,67% Actions
Burton Enright Welch $1 638 870 21 387 0,62% Actions
Karpus Management, Inc. $1 609 230 21 000 0,61% Actions
Financial Engines Advisors L.L.C. $1 525 397 19 906 0,58% Actions
HighTower Advisors, LLC $1 452 828 18 959 0,55% Actions
CRA Financial Services, LLC $1 378 420 17 988 0,52% Actions
Essex Financial Services, Inc. $1 350 374 17 622 0,51% Actions
Baker Ellis Asset Management LLC $1 256 732 16 400 0,48% Actions
Integrated Wealth Concepts LLC $1 227 292 16 016 0,46% Actions
NEUBERGER BERMAN GROUP LLC $1 219 183 15 910 0,46% Actions
TCI Wealth Advisors, Inc. $1 181 635 15 420 0,45% Actions
&PARTNERS $1 101 710 14 377 0,42% Actions
MFA Wealth Services $1 079 092 14 082 0,41% Actions
Wedmont Private Capital $1 004 939 13 156 0,38% Actions
Composition Wealth, LLC $1 004 313 13 106 0,38% Actions
JANE STREET GROUP, LLC $888 831 11 599 0,34% Actions
Signal Advisors Wealth, LLC $855 574 11 165 0,32% Actions
Kelman-Lazarov, Inc. $809 976 10 570 0,31% Actions
PARSONS CAPITAL MANAGEMENT INC/RI $786 378 10 262 0,30% Actions
Quantum Financial Planning Services, Inc. $782 449 10 211 0,30% Actions
Cascade Wealth Advisors, Inc $772 287 10 140 0,29% Actions
Prospera Capital Management, LLC $714 570 9 342 0,27% Actions
VSM Wealth Advisory, LLC $708 018 6 989 0,27% Actions
Breakwater Capital Group $679 248 8 864 0,26% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657 522 8 608 0,25% Actions
CFS Investment Advisory Services, LLC $647 065 8 463 0,24% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643 385 8 396 0,24% Actions
New England Private Wealth Advisors LLC $637 384 8 393 0,24% Actions
Donalies Financial Planning, LLC $637 102 8 314 0,24% Actions
Equitable Holdings, Inc. $558 215 7 285 0,21% Actions
Bryn Mawr Trust Advisors, LLC $553 410 7 222 0,21% Actions
Gutierrez Wealth Advisory, LLC $512 174 6 684 0,19% Actions
Conservest Capital Advisors, Inc. $504 839 6 588 0,19% Actions
Forum Financial Management, LP $503 227 6 567 0,19% Actions
Corient Private Wealth LP $500 933 6 537 0,19% Actions
L. Roy Papp & Associates, LLP $499 628 6 520 0,19% Actions
OakTrust Wealth Advisors, LLC $498 760 6 509 0,19% Actions
Soltis Investment Advisors LLC $488 173 6 371 0,18% Actions
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466 830 6 092 0,18% Actions
Waverly Advisors, LLC $448 286 5 850 0,17% Actions
EverSource Wealth Advisors, LLC $438 477 5 722 0,17% Actions
N.E.W. Advisory Services LLC $419 140 5 470 0,16% Actions
Sugar Maple Asset Management, LLC $411 298 5 367 0,16% Actions
Worth Asset Management, LLC $353 571 4 614 0,13% Actions
Strategic Financial Concepts, LLC $351 530 4 587 0,13% Actions
Financial Planning Hawaii, Inc. $347 984 4 541 0,13% Actions
Ascent Group, LLC $315 869 4 122 0,12% Actions
Stratos Wealth Partners, LTD. $309 202 4 034 0,12% Actions
Kestra Advisory Services, LLC $301 314 3 932 0,11% Actions
Advyzon Investment Management, LLC $292 336 3 815 0,11% Actions
Cherry Tree Wealth Management, LLC $277 478 3 621 0,10% Actions
Beacon Pointe Advisors, LLC $275 902 3 600 0,10% Actions
Foundry Financial LLC $236 174 3 082 0,09% Actions
TAGStone Capital, Inc. $234 948 3 066 0,09% Actions
Summit Wealth Partners, LLC $231 346 3 019 0,09% Actions
Kropog Financial Group, LLC $224 474 2 929 0,08% Actions
Advisory Services Network, LLC $219 622 2 866 0,08% Actions
CARDIFF PARK ADVISORS, LLC $218 396 2 850 0,08% Actions
Elequin Capital, LP $210 426 2 746 0,08% Actions
Bill Few Associates, Inc. $209 200 2 730 0,08% Actions
Elmwood Wealth Management, Inc. $207 201 2 704 0,08% Actions
Graney & King, LLC $202 585 2 644 0,08% Actions
Snowden Capital Advisors LLC $200 541 2 617 0,08% Actions
ENVESTNET ASSET MANAGEMENT INC $200 302 2 614 0,08% Actions
Farther Finance Advisors, LLC $182 119 2 377 0,07% Actions
ROYAL BANK OF CANADA $151 000 1 976 0,06% Actions
Burk Holdings LLC $150 042 1 958 0,06% Actions
1015 Capital Partners, LLC $140 310 1 831 0,05% Actions
AE Wealth Management LLC $128 662 1 679 0,05% Actions
Steward Partners Investment Advisory, LLC $79 235 1 034 0,03% Actions
Trust Co $57 902 759 0,02% Actions
Tower Research Capital LLC (TRC) $34 100 445 0,01% Actions
OSAIC HOLDINGS, INC. $23 285 303 0,01% Actions
LANARK FINANCIAL, INC. $22 069 288 0,01% Actions
Opus Capital Group, LLC $11 411 148 913 0,00% Actions
Medallion Wealth Advisors, LLC $6 820 89 0,00% Actions
Platt Wealth Management LLC $2 815 36 742 0,00% Actions
BOSTON FAMILY OFFICE LLC $1 570 20 487 0,00% Actions
NATIXIS ADVISORS, LLC $1 011 13 198 0,00% Actions
PEAPACK GLADSTONE FINANCIAL CORP $743 9 700 0,00% Actions
Janney Montgomery Scott LLC $536 7 000 0,00% Actions
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6 030 0,00% Actions
Betterment LLC $393 5 125 0,00% Actions
Cambridge Investment Research Advisors, Inc. $249 3 247 0,00% Actions
WELLS FARGO & COMPANY/MN $55 1 0,00% Actions
HAZLETT, BURT & WATSON, INC. $11 150 0,00% Actions