ADX — Proprietari istituzionali (13F)

229 filer · $489.8M totale · Aggiornato al 30 Settembre 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Istituzione Valore Azioni % di 13F tracciati Tipo
LAZARD ASSET MANAGEMENT LLC $81.973.470 3.208.355 16,73% Azioni
RAYMOND JAMES FINANCIAL INC $33.689.834 1.318.584 6,88% Azioni
Bensler, LLC $28.861.439 1.129.607 5,89% Azioni
LPL Financial LLC $25.984.281 1.016.997 5,30% Azioni
ROYAL BANK OF CANADA $24.352.000 953.099 4,97% Azioni
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21.625.466 846.398 4,41% Azioni
MORGAN STANLEY $19.641.415 768.743 4,01% Azioni
STIFEL FINANCIAL CORP $10.560.394 413.322 2,16% Azioni
Advisors Asset Management, Inc. $9.028.595 387.161 1,84% Azioni
Waterfront Wealth Inc. $9.019.029 345.424 1,84% Azioni
ARQ WEALTH ADVISORS, LLC $8.830.839 334.882 1,80% Azioni
BANK OF AMERICA CORP /DE/ $8.187.848 320.464 1,67% Azioni
WELLS FARGO & COMPANY/MN $7.538.464 295.048 1,54% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7.295.277 279.405 1,49% Azioni
INTREPID FAMILY OFFICE LLC $7.108.674 278.226 1,45% Azioni
AMERIPRISE FINANCIAL INC $6.956.727 272.279 1,42% Azioni
GatePass Capital, LLC $6.006.422 235.085 1,23% Azioni
MAI Capital Management $5.658.534 221.469 1,16% Azioni
RB Capital Management, LLC $5.398.780 211.303 1,10% Azioni
OSAIC HOLDINGS, INC. $5.141.454 201.219 1,05% Azioni
FCA CORP /TX $5.116.527 200.255 1,04% Azioni
JONES FINANCIAL COMPANIES LLLP $4.957.936 197.843 1,01% Azioni
UMB Bank, n.a. $4.918.784 192.516 1,00% Azioni
Uncommon Cents Investing LLC $4.631.451 181.270 0,95% Azioni
ROBERTS GLORE & CO INC /IL/ $4.108.696 160.810 0,84% Azioni
Cetera Investment Advisers $3.838.704 150.243 0,78% Azioni
D.A. DAVIDSON & CO. $3.737.178 146.269 0,76% Azioni
1607 Capital Partners, LLC $3.662.311 143.339 0,75% Azioni
GENERAL AMERICAN INVESTORS CO INC $3.350.218 131.124 0,68% Azioni
INDEPENDENT FINANCIAL GROUP, LLC $3.299.936 129.156 0,67% Azioni
UBS Group AG $3.296.614 129.026 0,67% Azioni
Integrated Wealth Concepts LLC $3.261.612 127.656 0,67% Azioni
Priebe Wealth Holdings LLC $3.242.671 149.363 0,66% Azioni
Focus Partners Wealth $2.542.784 99.522 0,52% Azioni
Providence Wealth Advisors, LLC $2.541.113 98.953 0,52% Azioni
GUGGENHEIM CAPITAL LLC $2.346.256 91.830 0,48% Azioni
Concurrent Investment Advisors, LLC $2.206.344 86.354 0,45% Azioni
Advisory Advocates, LLC $2.184.729 85.508 0,45% Azioni
PMG Family Office LLC $2.148.857 84.104 0,44% Azioni
Westbourne Investment Advisors, Inc. $2.141.090 83.800 0,44% Azioni
Atlas Wealth LLC $2.103.813 82.341 0,43% Azioni
Walsh & Associates, LLC $2.038.660 79.791 0,42% Azioni
EVOLVE PRIVATE WEALTH, LLC $2.018.322 78.995 0,41% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $1.967.763 77.016 0,40% Azioni
Waverly Advisors, LLC $1.742.171 68.187 0,36% Azioni
Invesco Ltd. $1.716.602 67.186 0,35% Azioni
MERCER GLOBAL ADVISORS INC /ADV $1.685.020 65.950 0,34% Azioni
DIVERSIFIED TRUST CO $1.669.718 65.351 0,34% Azioni
Samalin Investment Counsel, LLC $1.663.438 65.105 0,34% Azioni
HighTower Advisors, LLC $1.633.399 63.930 0,33% Azioni
MEANS INVESTMENT CO., INC. $1.597.769 62.535 0,33% Azioni
Koshinski Asset Management, Inc. $1.581.772 61.909 0,32% Azioni
Steward Partners Investment Advisory, LLC $1.573.084 61.569 0,32% Azioni
Wealthspire Advisors, LLC $1.347.209 52.729 0,28% Azioni
Mariner, LLC $1.319.139 51.629 0,27% Azioni
WEST BANCORPORATION INC $1.264.470 49.490 0,26% Azioni
Private Advisor Group, LLC $1.262.919 49.429 0,26% Azioni
Lido Advisors, LLC $1.221.525 47.809 0,25% Azioni
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.220.016 47.750 0,25% Azioni
Capital Investment Advisors, LLC $1.216.844 47.626 0,25% Azioni
Savant Capital, LLC $1.199.573 46.950 0,24% Azioni
JPMORGAN CHASE & CO $1.198.976 47.241 0,24% Azioni
LexAurum Advisors, LLC $1.185.086 46.383 0,24% Azioni
MassMutual Private Wealth & Trust, FSB $1.148.115 44.936 0,23% Azioni
Midwest Trust Co $1.148.115 44.936 0,23% Azioni
Capstone Financial Advisors, Inc. $1.109.495 43.424 0,23% Azioni
Avior Wealth Management, LLC $1.028.732 40.263 0,21% Azioni
OPPENHEIMER & CO INC $1.025.092 40.121 0,21% Azioni
Ancora Advisors LLC $1.023.175 40.046 0,21% Azioni
Concorde Asset Management, LLC $1.013.236 39.657 0,21% Azioni
RFG - Bristol Wealth Advisors, LLC $983.982 38.512 0,20% Azioni
FIFTH THIRD BANCORP $941.102 36.834 0,19% Azioni
UHLMANN PRICE SECURITIES, LLC $887.189 34.722 0,18% Azioni
Prostatis Group LLC $886.271 34.688 0,18% Azioni
Merit Financial Group, LLC $873.859 34.202 0,18% Azioni
MML INVESTORS SERVICES, LLC $870.910 34.087 0,18% Azioni
NewEdge Advisors, LLC $858.658 33.607 0,18% Azioni
Joel Isaacson & Co., LLC $855.644 33.489 0,17% Azioni
Cerity Partners LLC $824.896 32.286 0,17% Azioni
Peak Asset Management, LLC $822.710 32.200 0,17% Azioni
Kovack Advisors, Inc. $817.179 31.969 0,17% Azioni
Navis Wealth Advisors, LLC $790.645 30.945 0,16% Azioni
XTX Topco Ltd $778.176 30.457 0,16% Azioni
Creative Planning $743.082 29.083 0,15% Azioni
Quad-Cities Investment Group, LLC $741.783 29.033 0,15% Azioni
Cannon Advisors, Inc. $741.677 28.406 0,15% Azioni
Blue Trust, Inc. $727.503 28.474 0,15% Azioni
Farmers National Bank $695.829 27.234 0,14% Azioni
Turtle Creek Wealth Advisors, LLC $663.687 25.976 0,14% Azioni
Corient Private Wealth LP $647.025 25.324 0,13% Azioni
LEE DANNER & BASS INC $638.750 25.000 0,13% Azioni
J.W. COLE ADVISORS, INC. $620.813 24.298 0,13% Azioni
HARBOUR INVESTMENTS, INC. $601.932 23.559 0,12% Azioni
Uniting Wealth Partners, LLC $592.556 23.192 0,12% Azioni
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $573.546 22.448 0,12% Azioni
EP Wealth Advisors, LLC $570.311 22.321 0,12% Azioni
Savvy Advisors, Inc. $564.757 22.104 0,12% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $561.129 21.962 0,11% Azioni
AQR CAPITAL MANAGEMENT LLC $556.066 21.764 0,11% Azioni
Atria Wealth Solutions, Inc. $537.551 24.707 0,11% Azioni
Mezzasalma Advisors, LLC $536.535 20.999 0,11% Azioni
Stratos Wealth Partners, LTD. $530.373 20.758 0,11% Azioni
RETIREMENT PLANNING GROUP, LLC / NY $518.793 20.305 0,11% Azioni
World Investment Advisors $506.511 22.657 0,10% Azioni
KINGSWOOD WEALTH ADVISORS, LLC $493.447 19.313 0,10% Azioni
Sage Capital Advisors,llc $478.302 18.720 0,10% Azioni
Allegheny Financial Group $471.985 18.473 0,10% Azioni
PNC Financial Services Group, Inc. $467.259 18.288 0,10% Azioni
WESBANCO BANK INC $454.101 17.773 0,09% Azioni
KESTRA PRIVATE WEALTH SERVICES, LLC $441.774 17.291 0,09% Azioni
MinichMacGregor Wealth Management, LLC $438.677 17.169 0,09% Azioni
CAPTRUST FINANCIAL ADVISORS $438.605 17.167 0,09% Azioni
Capital Market Strategies LLC $436.593 20.110 0,09% Azioni
MCDONALD PARTNERS LLC $436.373 17.079 0,09% Azioni
Intrua Financial, LLC $433.933 16.984 0,09% Azioni
REGIONS FINANCIAL CORP $414.344 16.217 0,08% Azioni
Carnick & Kubik Group, LLC $409.743 21.577 0,08% Azioni
Pathstone Holdings, LLC $391.911 15.339 0,08% Azioni
NewEdge Wealth, LLC $378.472 14.813 0,08% Azioni
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $371.497 14.540 0,08% Azioni
K2 PRINCIPAL FUND, L.P. $370.986 14.520 0,08% Azioni
Generation Capital Management LLC $353.326 13.829 0,07% Azioni
SMH CAPITAL ADVISORS INC $339.355 13.282 0,07% Azioni
Brookstone Capital Management $336.680 13.177 0,07% Azioni
Closed-End Fund Advisors, Inc. $331.240 12.964 0,07% Azioni
MSH Capital Advisors LLC $330.670 12.942 0,07% Azioni
&PARTNERS $327.042 12.800 0,07% Azioni
Kestra Advisory Services, LLC $326.270 12.770 0,07% Azioni
FOUNDERS CAPITAL MANAGEMENT, LLC $316.099 12.372 0,06% Azioni
CITADEL ADVISORS LLC $306.115 11.981 0,06% Azioni
BANK OF MONTREAL /CAN/ $303.687 11.886 0,06% Azioni
CHOREO, LLC $303.488 11.878 0,06% Azioni
Hamrick Investment Counsel, llc $297.684 11.651 0,06% Azioni
Harbour Wealth Management Group, Inc. $295.997 11.585 0,06% Azioni
Laird Norton Wetherby Wealth Management, LLC $294.426 13.203 0,06% Azioni
TRUIST FINANCIAL CORP $294.336 11.520 0,06% Azioni
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $291.347 11.403 0,06% Azioni
Abel Hall, LLC $286.160 11.200 0,06% Azioni
Bryn Mawr Trust Advisors, LLC $282.379 11.052 0,06% Azioni
Equitable Holdings, Inc. $278.284 10.892 0,06% Azioni
Snowden Capital Advisors LLC $276.604 10.826 0,06% Azioni
SILVERLAKE WEALTH MANAGEMENT LLC $276.477 10.821 0,06% Azioni
Sterling Manor Financial, LLC $275.770 12.598 0,06% Azioni
Blue Chip Partners, LLC $274.517 10.744 0,06% Azioni
Benchmark Financial Wealth Advisors, LLC $266.831 10.444 0,05% Azioni
CWM, LLC $266.225 12.162 0,05% Azioni
Bernicke Wealth Management, Ltd. $265.947 10.409 0,05% Azioni
VISTA INVESTMENT PARTNERS II, LLC $265.567 10.394 0,05% Azioni
CRA Financial Services, LLC $255.500 10.000 0,05% Azioni
Post Resch Tallon Group Inc. $253.490 9.921 0,05% Azioni
Sequoia Financial Advisors, LLC $250.876 9.819 0,05% Azioni
Valmark Advisers, Inc. $250.313 9.797 0,05% Azioni
StoneX Group Inc. $248.445 9.724 0,05% Azioni
ENVESTNET ASSET MANAGEMENT INC $242.827 9.504 0,05% Azioni
Vantage Financial Partners, LLC $240.961 10.333 0,05% Azioni
Pinion Investment Advisors, LLC $239.967 9.392 0,05% Azioni
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $237.027 9.277 0,05% Azioni
GoalVest Advisory LLC $234.086 9.119 0,05% Azioni
Dana Investment Advisors, Inc. $233.945 9.156 0,05% Azioni
Tradewinds Capital Management, LLC $226.787 8.876 0,05% Azioni
Allworth Financial LP $214.743 8.405 0,04% Azioni
Modern Wealth Management, LLC $213.086 8.340 0,04% Azioni
Confluence Wealth Services, Inc. $212.901 8.333 0,04% Azioni
IFP Advisors, Inc $208.360 8.155 0,04% Azioni
Hudock, Inc. $206.981 8.101 0,04% Azioni
Strategic Family Wealth Counselors, L.L.C. $206.734 8.091 0,04% Azioni
US BANCORP \DE\ $205.652 8.049 0,04% Azioni
Lakeridge Wealth Management LLC $204.486 8.003 0,04% Azioni
Kingsview Wealth Management, LLC $201.820 7.899 0,04% Azioni
CIBC Private Wealth Group LLC $199.741 8.957 0,04% Azioni
FINANCIAL CONSULATE, INC $199.506 7.808 0,04% Azioni
Sunbelt Securities, Inc. $170.742 7.800 0,03% Azioni
Glen Eagle Advisors, LLC $158.339 6.197 0,03% Azioni
First Command Advisory Services, Inc. $112.931 4.420 0,02% Azioni
FIRST COMMUNITY TRUST NA $102.445 4.680 0,02% Azioni
PRIVATE TRUST CO NA $101.462 3.971 0,02% Azioni
Rockefeller Capital Management L.P. $83.800 3.279 0,02% Azioni
COMERICA BANK $82.481 3.537 0,02% Azioni
LRI Investments, LLC $80.942 3.168 0,02% Azioni
Buck Wealth Strategies, LLC $77.571 3.036 0,02% Azioni
SECURITY NATIONAL BANK OF SO DAK $68.653 2.687 0,01% Azioni
BAYBAN $62.189 2.434 0,01% Azioni
ASSETMARK, INC $52.122 2.040 0,01% Azioni
Archer Investment Corp $48.264 1.889 0,01% Azioni
JPL Wealth Management, LLC $37.610 1.472 0,01% Azioni
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $36.926 1.445 0,01% Azioni
SIGNATUREFD, LLC $36.792 1.440 0,01% Azioni
ROTHSCHILD INVESTMENT LLC $36.204 1.417 0,01% Azioni
Farther Finance Advisors, LLC $35.532 1.400 0,01% Azioni
TRUST CO OF VERMONT $30.737 1.203 0,01% Azioni
Atlantic Union Bankshares Corp $30.022 1.175 0,01% Azioni
Institute for Wealth Management, LLC. $28.586 1.119 0,01% Azioni
Westfuller Advisors, LLC $28.460 1.276 0,01% Azioni
COHEN & STEERS, INC. $28.147 1.101.635 0,01% Azioni
ATWOOD & PALMER INC $27.007 1.057 0,01% Azioni
Millstone Evans Group, LLC $26.470 1.036 0,01% Azioni
Arax Advisory Partners $24.784 970 0,01% Azioni
BlackRock, Inc. $24.605 963 0,01% Azioni
Caldwell Trust Co $24.605 963 0,01% Azioni
Larson Financial Group LLC $22.632 886 0,00% Azioni
Sandy Spring Bank $18.516 975 0,00% Azioni
Napier Financial, LLC $17.093 669 0,00% Azioni
Dunhill Financial, LLC $16.470 644 0,00% Azioni
CREATIVE FINANCIAL DESIGNS INC /ADV $16.469 645 0,00% Azioni
Bangor Savings Bank $16.173 633 0,00% Azioni
Kathleen S. Wright Associates Inc. $14.830 665 0,00% Azioni
MATHER GROUP, LLC. $13.585 532 0,00% Azioni
ARMSTRONG ADVISORY GROUP, INC $12.775 500 0,00% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11.908 544 0,00% Azioni
Basepoint Wealth LLC $9.377 367 0,00% Azioni
Thomas J. Herzfeld Advisors, Inc. $8.169 320 0,00% Azioni
Hilltop National Bank $8.099 317 0,00% Azioni
SRH ADVISORS, LLC $7.997 313 0,00% Azioni
Spectrum Wealth Advisory Group, LLC $6.477 253 0,00% Azioni
CoreCap Advisors, LLC $5.595 219 0,00% Azioni
Morton Brown Family Wealth, LLC $4.957 194 0,00% Azioni
MARYLAND CAPITAL ADVISORS INC. $4.472 175 0,00% Azioni
Stolper Co $2.749 107.587 0,00% Azioni
WHITTIER TRUST CO $2.699 105 0,00% Azioni
Russell Investments Group, Ltd. $1.635 64 0,00% Azioni
DELTA CAPITAL MANAGEMENT LLC $1.630 63.801 0,00% Azioni
Janney Montgomery Scott LLC $1.456 56.980 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $1.153 45.131 0,00% Azioni
Global Retirement Partners, LLC $511 20 0,00% Azioni
PARK AVENUE SECURITIES LLC $410 16.028 0,00% Azioni
BESSEMER GROUP INC $295 11.530 0,00% Azioni
CITIGROUP INC $128 5 0,00% Azioni
HUNTINGTON NATIONAL BANK $26 1 0,00% Azioni
WPG Advisers, LLC $26 1 0,00% Azioni