BSEP — Proprietari istituzionali (13F)

108 filer · $128.9M 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
Outlook Wealth Advisors, LLC $16.877.287 320.071 13,09% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $11.768.720 223.188 9,13% Azioni
OSAIC HOLDINGS, INC. $11.043.035 209.426 8,57% Azioni
Cerity Partners LLC $9.257.859 175.571 7,18% Azioni
RAYMOND JAMES FINANCIAL INC $4.298.233 81.514 3,33% Azioni
Kestra Advisory Services, LLC $3.956.648 75.036 3,07% Azioni
HighTower Advisors, LLC $3.630.935 68.859 2,82% Azioni
Cetera Investment Advisers $3.628.222 68.808 2,81% Azioni
Lantz Financial LLC $3.344.717 63.431 2,59% Azioni
ENVESTNET ASSET MANAGEMENT INC $3.220.221 61.070 2,50% Azioni
Diligent Investors, LLC $2.739.271 51.949 2,12% Azioni
INTEGRAL INVESTMENT ADVISORS, INC. $2.506.626 47.537 1,94% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.231.956 42.328 1,73% Azioni
GWN SECURITIES INC. $2.143.685 40.654 1,66% Azioni
WealthPLAN Partners, LLC $2.007.958 38.080 1,56% Azioni
OLD MISSION CAPITAL LLC $1.896.698 35.970 1,47% Azioni
DHJJ Financial Advisors, Ltd. $1.848.978 35.065 1,43% Azioni
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1.813.807 34.398 1,41% Azioni
LPL Financial LLC $1.795.720 34.055 1,39% Azioni
Snowden Capital Advisors LLC $1.738.824 32.976 1,35% Azioni
FSA Advisors, Inc. $1.634.841 31.004 1,27% Azioni
MML INVESTORS SERVICES, LLC $1.346.882 25.543 1,04% Azioni
Cresset Asset Management, LLC $1.286.274 24.394 1,00% Azioni
Maltin Wealth Management, Inc. $1.256.767 23.834 0,97% Azioni
Beacon Pointe Advisors, LLC $1.249.912 23.704 0,97% Azioni
My Personal CFO, LLC $1.244.955 23.610 0,97% Azioni
First Commonwealth Financial Corp /PA/ $1.213.054 23.005 0,94% Azioni
Global Assets Advisory, LLC $1.150.313 21.768 0,89% Azioni
Brookstone Capital Management $1.107.963 21.012 0,86% Azioni
COFG Advisors, LLC $1.095.044 20.767 0,85% Azioni
TopTier Wealth Management, LLC $904.900 17.161 0,70% Azioni
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $862.083 16.349 0,67% Azioni
Garden State Investment Advisory Services LLC $839.725 15.925 0,65% Azioni
Fragasso Financial Advisors Inc $792.585 15.031 0,61% Azioni
Strategic Blueprint, LLC $768.065 14.566 0,60% Azioni
Pinnacle Wealth Management Group, Inc. $739.802 14.030 0,57% Azioni
Arax Advisory Partners $723.562 13.722 0,56% Azioni
Chris Bulman Inc $688.971 13.066 0,53% Azioni
Berkshire Money Management, Inc. $668.986 12.687 0,52% Azioni
Three Seasons Wealth, LLC $663.871 12.590 0,51% Azioni
H D Vest Advisory Services $644.948 14.280 0,50% Azioni
WCG Wealth Advisors LLC $642.568 12.186 0,50% Azioni
Spire Wealth Management $612.406 11.614 0,48% Azioni
Sigma Planning Corp $609.558 11.560 0,47% Azioni
Concurrent Investment Advisors, LLC $601.227 11.402 0,47% Azioni
Chicago Partners Investment Group LLC $565.312 10.716 0,44% Azioni
Bellwether Advisors, LLC $543.224 10.302 0,42% Azioni
BCGM Wealth Management, LLC $527.300 10.000 0,41% Azioni
PRINCIPAL SECURITIES, INC. $518.283 9.829 0,40% Azioni
BCS Wealth Management $516.963 9.804 0,40% Azioni
Retirement Planning Group, LLC $477.312 9.052 0,37% Azioni
Caliber Wealth Management, LLC / KS $470.510 8.923 0,36% Azioni
Vantage Financial Partners, LLC $467.826 9.499 0,36% Azioni
CreativeOne Wealth, LLC $467.451 8.865 0,36% Azioni
RFG Advisory, LLC $460.913 8.741 0,36% Azioni
Lewis Asset Management, LLC $449.787 8.530 0,35% Azioni
INTEGRITY ALLIANCE, LLC. $439.346 8.332 0,34% Azioni
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $431.279 8.179 0,33% Azioni
Merit Financial Group, LLC $394.895 7.489 0,31% Azioni
Weaver Consulting Group $387.535 7.349 0,30% Azioni
Financial Network Wealth Advisors LLC $348.018 6.600 0,27% Azioni
Steward Partners Investment Advisory, LLC $346.963 6.580 0,27% Azioni
Foundations Investment Advisors, LLC $328.772 6.235 0,26% Azioni
IFP Advisors, Inc $318.753 6.045 0,25% Azioni
IMG Wealth Management, Inc. $318.595 6.042 0,25% Azioni
AE Wealth Management LLC $316.380 6.000 0,25% Azioni
Beacon Financial Advisory LLC $307.627 5.834 0,24% Azioni
Valtinson Bruner Financial Planning LLC $297.028 5.633 0,23% Azioni
Soltis Investment Advisors LLC $292.993 5.556 0,23% Azioni
Trek Financial, LLC $288.117 5.464 0,22% Azioni
HARBOUR INVESTMENTS, INC. $280.260 5.315 0,22% Azioni
Syntegra Private Wealth Group, LLC $275.936 5.233 0,21% Azioni
Summit Wealth Partners, LLC $248.516 4.713 0,19% Azioni
Kathmere Capital Management, LLC $242.189 4.593 0,19% Azioni
Share Andrew L. $230.957 4.380 0,18% Azioni
EVOLUTION WEALTH MANAGEMENT INC. $230.272 4.367 0,18% Azioni
Focus Financial Network, Inc. $229.165 4.346 0,18% Azioni
Compass Financial Services Inc $214.189 4.062 0,17% Azioni
Creative Planning $214.189 4.062 0,17% Azioni
Ashton Thomas Private Wealth, LLC $177.384 3.364 0,14% Azioni
CoreCap Advisors, LLC $155.712 2.953 0,12% Azioni
Weaver Capital Management LLC $144.443 3.004 0,11% Azioni
WealthShield Partners, LLC $144.427 2.739 0,11% Azioni
Global Trust Asset Management, LLC $105.460 2.000 0,08% Azioni
Capital Investment Advisory Services, LLC $83.050 1.575 0,06% Azioni
Archer Investment Corp $78.884 1.496 0,06% Azioni
Continuum Advisory, LLC $72.029 1.366 0,06% Azioni
Cape Investment Advisory, Inc. $58.003 1.100 0,04% Azioni
Orion Capital Management LLC $57.370 1.088 0,04% Azioni
Physician Wealth Advisors, Inc. $55.631 1.055 0,04% Azioni
CREATIVE FINANCIAL DESIGNS INC /ADV $52.730 1.000 0,04% Azioni
AdvisorNet Financial, Inc $42.500 806 0,03% Azioni
FIDUCIARY FINANCIAL ADVISORS $33.009 626 0,03% Azioni
EverSource Wealth Advisors, LLC $26.945 511 0,02% Azioni
Penserra Capital Management LLC $26.216 497.183 0,02% Azioni
CHAPMAN FINANCIAL GROUP, LLC $15.819 300 0,01% Azioni
ASSETMARK, INC $15.819 300 0,01% Azioni
LANARK FINANCIAL, INC. $15.397 292 0,01% Azioni
COUNTRY TRUST BANK $4.113 78 0,00% Azioni
Noble Wealth Management PBC $4.048 75 0,00% Azioni
UBS Group AG $3.322 63 0,00% Azioni
Keating Financial Advisory Services, Inc. $3.217 61 0,00% Azioni
BARCLAYS PLC $2.004 38 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $1.194 22.638 0,00% Azioni
Wood Tarver Financial Group, LLC $1.135 21.526 0,00% Azioni
THOROUGHBRED FINANCIAL SERVICES, LLC $993 18.836 0,00% Azioni
Janney Montgomery Scott LLC $604 11.453 0,00% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $105 2 0,00% Azioni