ZALT — Détenteurs institutionnels (13F)

111 déclarants · $509.4M 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
Wealthquest Corp $132 142 112 3 901 450 25,94% Actions
OSAIC HOLDINGS, INC. $53 642 431 1 583 793 10,53% Actions
Grant Street Asset Management, Inc. $27 454 638 794 865 5,39% Actions
CAPTRUST FINANCIAL ADVISORS $26 679 128 787 692 5,24% Actions
RAYMOND JAMES FINANCIAL INC $23 216 361 685 455 4,56% Actions
NewEdge Advisors, LLC $21 567 739 636 780 4,23% Actions
CRA Financial Services, LLC $15 431 032 446 758 3,03% Actions
COMMONWEALTH EQUITY SERVICES, LLC $12 908 930 381 132 2,53% Actions
Pitti Group Wealth Management, LLC $12 827 822 378 737 2,52% Actions
D.B. Root & Company, LLC $11 623 947 343 193 2,28% Actions
MML INVESTORS SERVICES, LLC $9 172 433 270 813 1,80% Actions
Sigma Planning Corp $8 632 894 249 939 1,69% Actions
Cetera Investment Advisers $8 488 499 250 620 1,67% Actions
Bullseye Investment Management, LLC $8 389 836 247 707 1,65% Actions
ENVESTNET ASSET MANAGEMENT INC $8 359 539 246 813 1,64% Actions
Foundations Investment Advisors, LLC $7 506 032 221 613 1,47% Actions
AXXCESS WEALTH MANAGEMENT, LLC $6 271 290 181 566 1,23% Actions
TRUIST FINANCIAL CORP $6 234 065 184 059 1,22% Actions
Sovran Advisors, LLC $6 210 106 183 027 1,22% Actions
Gallagher Fiduciary Advisors, LLC $6 107 656 180 326 1,20% Actions
Atria Investments, Inc $5 514 300 159 650 1,08% Actions
Beacon Pointe Advisors, LLC $5 361 147 158 286 1,05% Actions
Pallas Capital Advisors LLC $5 256 038 155 183 1,03% Actions
Brookstone Capital Management $5 152 470 149 174 1,01% Actions
Comprehensive Financial Consultants Institutional, Inc. $4 981 842 144 234 0,98% Actions
Triumph Capital Management $4 544 866 131 583 0,89% Actions
SAGESPRING WEALTH PARTNERS, LLC $3 924 124 113 611 0,77% Actions
Macco Financial Group, Inc. $3 492 945 103 128 0,69% Actions
Gladstone Institutional Advisory LLC $3 050 468 90 064 0,60% Actions
KFG WEALTH MANAGEMENT, LLC $2 870 205 83 098 0,56% Actions
Transce3nd, LLC $2 762 402 79 425 0,54% Actions
CreativeOne Wealth, LLC $2 319 824 68 492 0,46% Actions
Belpointe Asset Management LLC $2 068 001 61 057 0,41% Actions
Advisory Services Network, LLC $1 981 171 58 493 0,39% Actions
Ausdal Financial Partners, Inc. $1 932 284 57 050 0,38% Actions
Insight Wealth Partners, LLC $1 832 831 53 064 0,36% Actions
Mutual Advisors, LLC $1 567 876 46 291 0,31% Actions
Schulz Wealth, LTD. $1 488 078 43 935 0,29% Actions
HOLLENCREST CAPITAL MANAGEMENT $1 399 136 41 309 0,27% Actions
Claro Advisors Inc. $1 292 141 38 150 0,25% Actions
SMART Wealth LLC $1 259 456 37 185 0,25% Actions
SECURED RETIREMENT ADVISORS, LLC $1 253 901 37 021 0,25% Actions
LPL Financial LLC $1 239 507 36 596 0,24% Actions
Sugar Maple Asset Management, LLC $1 213 632 35 137 0,24% Actions
SteelPeak Wealth, LLC $1 211 111 35 064 0,24% Actions
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $1 166 110 34 429 0,23% Actions
INDEPENDENT FINANCIAL GROUP, LLC $1 104 792 31 986 0,22% Actions
PlanVest Financial, Inc $1 073 882 31 706 0,21% Actions
Kingsview Wealth Management, LLC $1 006 718 29 723 0,20% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $894 812 26 419 0,18% Actions
Ameritas Advisory Services, LLC $882 246 26 048 0,17% Actions
Addison Capital Co $861 661 25 440 0,17% Actions
Tanglewood Legacy Advisors, LLC $838 960 24 770 0,16% Actions
Summit Wealth Partners, LLC $836 487 24 697 0,16% Actions
Vantage Financial Partners, LLC $729 210 22 389 0,14% Actions
Ballast Rock Private Wealth LLC $704 940 20 409 0,14% Actions
NewEdge Wealth, LLC $689 293 20 351 0,14% Actions
October Effect Ltd $684 825 19 827 0,13% Actions
DIVERSIFY WEALTH MANAGEMENT, LLC $678 320 19 520 0,13% Actions
Diversify Advisory Services, LLC $678 320 19 520 0,13% Actions
OneDigital Investment Advisors LLC $671 608 19 829 0,13% Actions
Stratos Wealth Advisors, LLC $658 568 19 444 0,13% Actions
Kestra Advisory Services, LLC $610 134 18 014 0,12% Actions
CRUX WEALTH ADVISORS $603 157 17 808 0,12% Actions
Stuart Chaussee & Associates, Inc. $575 338 18 047 0,11% Actions
N.E.W. Advisory Services LLC $574 097 16 950 0,11% Actions
AE Wealth Management LLC $572 166 16 893 0,11% Actions
CoreCap Advisors, LLC $563 831 16 324 0,11% Actions
CENTRAL VALLEY ADVISORS, LLC $560 618 16 231 0,11% Actions
Keating Financial Advisory Services, Inc. $559 126 16 508 0,11% Actions
PRIVATE TRUST CO NA $530 914 15 371 0,10% Actions
Range Financial Group LLC $501 968 14 533 0,10% Actions
Trek Financial, LLC $471 064 13 908 0,09% Actions
HARBOUR INVESTMENTS, INC. $423 036 12 490 0,08% Actions
GWN SECURITIES INC. $398 533 11 767 0,08% Actions
BFI Wealth Solutions, LLC $350 580 10 150 0,07% Actions
RED CRANE WEALTH MANAGEMENT, LLC $344 433 9 972 0,07% Actions
Hofer & Associates. Inc $344 433 9 972 0,07% Actions
SILVER OAK SECURITIES, INCORPORATED $343 171 10 132 0,07% Actions
Share Andrew L. $336 329 9 930 0,07% Actions
Vantage Point Financial LLC $332 434 9 815 0,07% Actions
IHT Wealth Management, LLC $289 284 8 541 0,06% Actions
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $284 817 8 246 0,06% Actions
INTEGRITY ALLIANCE, LLC. $281 460 8 310 0,06% Actions
Garden State Investment Advisory Services LLC $281 019 8 297 0,06% Actions
Virtue Capital Management, LLC $276 481 8 163 0,05% Actions
CALTON & ASSOCIATES, INC. $275 058 8 121 0,05% Actions
OLIVER LAGORE VANVALIN INVESTMENT GROUP $268 793 9 029 0,05% Actions
Vistica Wealth Advisors, LLC $267 573 7 900 0,05% Actions
DAYMARK WEALTH PARTNERS, LLC $254 130 7 503 0,05% Actions
IFP Advisors, Inc $245 476 7 107 0,05% Actions
BECK CAPITAL MANAGEMENT, LLC $218 462 6 450 0,04% Actions
Steward Partners Investment Advisory, LLC $214 804 6 342 0,04% Actions
CARY STREET PARTNERS FINANCIAL LLC $207 386 6 123 0,04% Actions
ATX Financial Planning, LLC $202 784 5 871 0,04% Actions
CASTLE WEALTH MANAGEMENT LLC $201 357 5 945 0,04% Actions
Capital Investment Advisory Services, LLC $200 612 5 923 0,04% Actions
Farther Finance Advisors, LLC $173 460 5 022 0,03% Actions
WealthShield Partners, LLC $115 158 3 400 0,02% Actions
Keystone Financial Group, Inc. $69 115 2 001 0,01% Actions
FIDUCIARY FINANCIAL ADVISORS $37 189 1 098 0,01% Actions
Caitlin John, LLC $32 210 951 0,01% Actions
CENTAURUS FINANCIAL, INC. $17 111 505 210 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $13 698 422 0,00% Actions
HUNTINGTON NATIONAL BANK $3 827 113 0,00% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1 456 43 0,00% Actions
WELLS FARGO & COMPANY/MN $1 253 37 0,00% Actions
Cambridge Investment Research Advisors, Inc. $1 188 35 090 0,00% Actions
Motiv8 Investments LLC $310 9 504 0,00% Actions
Capital Analysts, LLC $191 5 628 0,00% Actions
JPMORGAN CHASE & CO $83 2 0,00% Actions