WIA — Détenteurs institutionnels (13F)

54 déclarants · $100.1M 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
Karpus Management, Inc. $70 314 726 8 648 798 70,23% Actions
Baird Financial Group, Inc. $3 976 944 489 169 3,97% Actions
Atlas Wealth LLC $3 741 101 460 160 3,74% Actions
Private Advisor Group, LLC $2 002 828 246 350 2,00% Actions
RHS Financial, LLC $1 880 934 231 357 1,88% Actions
STIFEL FINANCIAL CORP $1 429 733 175 858 1,43% Actions
Integrated Wealth Concepts LLC $1 342 019 165 070 1,34% Actions
Wakefield Asset Management LLLP $1 282 565 157 757 1,28% Actions
GUGGENHEIM CAPITAL LLC $1 183 997 145 633 1,18% Actions
Focus Partners Wealth $1 082 485 133 147 1,08% Actions
WELLS FARGO & COMPANY/MN $918 138 112 932 0,92% Actions
PenderFund Capital Management Ltd. $842 856 103 800 0,84% Actions
Dakota Wealth Management $839 741 103 289 0,84% Actions
BANK OF AMERICA CORP /DE/ $800 439 98 455 0,80% Actions
ROBERTS GLORE & CO INC /IL/ $787 179 96 824 0,79% Actions
MORGAN STANLEY $746 385 91 804 0,75% Actions
PFG Investments, LLC $595 929 73 300 0,60% Actions
Aviance Capital Partners, LLC $579 279 71 252 0,58% Actions
Rock Point Advisors, LLC $525 418 64 627 0,52% Actions
Almitas Capital LLC $461 231 56 732 0,46% Actions
Matisse Capital $430 292 53 254 0,43% Actions
LPL Financial LLC $362 229 44 555 0,36% Actions
GRACE & WHITE INC /NY $334 224 41 110 0,33% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $313 598 38 573 0,31% Actions
UBS Group AG $305 046 37 521 0,30% Actions
CAPSTONE INVESTMENT ADVISORS, LLC $272 745 33 548 0,27% Actions
Mezzasalma Advisors, LLC $266 590 32 791 0,27% Actions
ROBINSON CAPITAL MANAGEMENT, LLC $252 932 31 111 0,25% Actions
Quadcap Wealth Management, LLC $221 502 27 245 0,22% Actions
ENVESTNET ASSET MANAGEMENT INC $206 261 25 370 0,21% Actions
&PARTNERS $206 254 25 370 0,21% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $168 698 20 750 0,17% Actions
Vestmark Advisory Solutions, Inc. $168 698 20 750 0,17% Actions
RAYMOND JAMES FINANCIAL INC $149 829 18 429 0,15% Actions
OPPENHEIMER & CO INC $147 324 18 121 0,15% Actions
UHLMANN PRICE SECURITIES, LLC $144 558 17 779 0,14% Actions
OSAIC HOLDINGS, INC. $126 479 15 557 0,13% Actions
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $111 329 13 693 0,11% Actions
WOLVERINE ASSET MANAGEMENT LLC $105 381 12 962 0,11% Actions
MELFA WEALTH MANAGEMENT, INC. $99 980 12 298 0,10% Actions
SMITH, MOORE & CO. $92 454 11 372 0,09% Actions
HighTower Advisors, LLC $84 828 10 434 0,08% Actions
Equitable Holdings, Inc. $83 202 10 234 0,08% Actions
Steward Partners Investment Advisory, LLC $42 276 5 200 0,04% Actions
ROYAL BANK OF CANADA $25 000 3 023 0,02% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21 910 2 695 0,02% Actions
ROTHSCHILD INVESTMENT LLC $16 260 2 000 0,02% Actions
Fortis Group Advisors, LLC $7 041 866 0,01% Actions
CWM, LLC $6 060 750 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $3 252 400 0,00% Actions
COMERICA BANK $1 331 161 0,00% Actions
WHITTIER TRUST CO OF NEVADA INC $1 183 147 0,00% Actions
FIFTH THIRD BANCORP $878 108 0,00% Actions
Rockefeller Capital Management L.P. $577 71 0,00% Actions