WDI — Détenteurs institutionnels (13F)

72 déclarants · $127.2M 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
MORGAN STANLEY $58 972 507 4 349 002 46,35% Actions
WELLS FARGO & COMPANY/MN $12 819 474 945 389 10,08% Actions
RAYMOND JAMES FINANCIAL INC $10 073 976 742 919 7,92% Actions
BANK OF AMERICA CORP /DE/ $5 973 634 440 533 4,70% Actions
Advisors Asset Management, Inc. $3 991 794 289 051 3,14% Actions
STIFEL FINANCIAL CORP $3 547 655 261 626 2,79% Actions
ROYAL BANK OF CANADA $3 318 000 244 675 2,61% Actions
GUGGENHEIM CAPITAL LLC $3 214 181 237 034 2,53% Actions
LPL Financial LLC $3 143 558 231 826 2,47% Actions
FIRST TRUST ADVISORS LP $2 623 263 193 456 2,06% Actions
JPMORGAN CHASE & CO $2 553 931 188 343 2,01% Actions
&PARTNERS $2 508 131 184 965 1,97% Actions
Rockefeller Capital Management L.P. $1 113 303 82 102 0,88% Actions
Invesco Ltd. $962 177 70 957 0,76% Actions
OPPENHEIMER & CO INC $889 333 65 585 0,70% Actions
NewEdge Advisors, LLC $873 299 64 403 0,69% Actions
Cetera Investment Advisers $823 851 60 756 0,65% Actions
Bramshill Investments, LLC $642 852 47 408 0,51% Actions
Baird Financial Group, Inc. $641 619 47 317 0,50% Actions
UBS Group AG $510 548 37 651 0,40% Actions
EVOLVE PRIVATE WEALTH, LLC $462 157 34 082 0,36% Actions
Steward Partners Investment Advisory, LLC $451 589 33 303 0,35% Actions
ENVESTNET ASSET MANAGEMENT INC $414 031 30 533 0,33% Actions
HighTower Advisors, LLC $393 240 29 000 0,31% Actions
JANE STREET GROUP, LLC $384 941 28 388 0,30% Actions
Closed-End Fund Advisors, Inc. $342 892 25 287 0,27% Actions
Concurrent Investment Advisors, LLC $330 905 24 403 0,26% Actions
Sanctuary Advisors, LLC $325 440 24 000 0,26% Actions
JOURNEY STRATEGIC WEALTH LLC $322 560 24 000 0,25% Actions
COFG Advisors, LLC $304 631 22 465 0,24% Actions
XTX Topco Ltd $303 188 22 359 0,24% Actions
Centurion Wealth Management LLC $293 321 21 631 0,23% Actions
OSAIC HOLDINGS, INC. $271 822 20 046 0,21% Actions
Shaker Financial Services, LLC $265 560 19 584 0,21% Actions
COMMONWEALTH EQUITY SERVICES, LLC $260 780 19 231 0,20% Actions
Private Advisor Group, LLC $216 646 15 977 0,17% Actions
Global Retirement Partners, LLC $203 522 15 009 0,16% Actions
SeaCrest Wealth Management, LLC $197 067 14 533 0,15% Actions
BlackRock, Inc. $195 474 14 416 0,15% Actions
Mariner, LLC $181 650 13 396 0,14% Actions
Laird Norton Wetherby Wealth Management, LLC $167 694 11 400 0,13% Actions
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $160 754 11 855 0,13% Actions
Sovran Advisors, LLC $154 838 11 865 0,12% Actions
Merit Financial Group, LLC $152 713 11 262 0,12% Actions
Focus Financial Network, Inc. $144 156 10 631 0,11% Actions
TRUIST FINANCIAL CORP $139 852 10 314 0,11% Actions
COMERICA BANK $139 297 10 087 0,11% Actions
Allie Family Office LLC $135 600 10 000 0,11% Actions
FIFTH THIRD BANCORP $113 411 8 363 0,09% Actions
CoreCap Advisors, LLC $102 513 7 560 0,08% Actions
AdvisorNet Financial, Inc $61 251 4 517 0,05% Actions
Allworth Financial LP $61 020 4 500 0,05% Actions
Clear Street Group Inc. $59 854 4 414 0,05% Actions
Pinnacle Wealth Planning Services, Inc. $58 389 4 306 0,05% Actions
Anfield Capital Management, LLC $52 497 3 906 0,04% Actions
CAROLINAS WEALTH CONSULTING LLC $34 227 2 369 0,03% Actions
WPG Advisers, LLC $33 954 2 504 0,03% Actions
CIBC Private Wealth Group LLC $26 478 1 800 0,02% Actions
CWM, LLC $24 669 1 835 0,02% Actions
Noble Wealth Management PBC $21 276 1 800 0,02% Actions
Penserra Capital Management LLC $19 919 1 469 019 0,02% Actions
HARBOUR INVESTMENTS, INC. $9 356 690 0,01% Actions
Institute for Wealth Management, LLC. $8 964 661 0,01% Actions
Osbon Capital Management LLC $7 742 571 0,01% Actions
COHEN & STEERS, INC. $3 702 272 993 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $2 875 212 0,00% Actions
ASSETMARK, INC $2 509 185 0,00% Actions
Decker Retirement Planning Inc. $1 356 100 0,00% Actions
Thrivent Financial for Lutherans $1 102 81 220 0,00% Actions
WEDBUSH SECURITIES INC $198 14 609 0,00% Actions
Cambridge Investment Research Advisors, Inc. $170 12 535 0,00% Actions
BESSEMER GROUP INC $1 87 0,00% Actions