IBTJ — Proprietari istituzionali (13F)

230 filer · $1.1B 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
MORGAN STANLEY $74.673.745 3.449.133 6,95% Azioni
BANK OF AMERICA CORP /DE/ $59.827.870 2.763.412 5,57% Azioni
MERCER GLOBAL ADVISORS INC /ADV $55.869.838 2.580.593 5,20% Azioni
WELLS FARGO & COMPANY/MN $38.244.487 1.766.489 3,56% Azioni
Brookstone Capital Management $36.823.380 1.700.849 3,43% Azioni
TRUE Private Wealth Advisors $36.154.841 1.669.970 3,36% Azioni
Financial Advisory Corp $34.606.628 1.598.459 3,22% Azioni
RAYMOND JAMES FINANCIAL INC $31.063.249 1.434.792 2,89% Azioni
Asset Advisors Investment Management, LLC $29.026.480 1.340.715 2,70% Azioni
ENVESTNET ASSET MANAGEMENT INC $28.046.960 1.295.472 2,61% Azioni
UNITED CAPITAL FINANCIAL ADVISORS, LLC $27.556.560 1.273.661 2,56% Azioni
BlackRock, Inc. $26.430.645 1.220.815 2,46% Azioni
HENGEHOLD CAPITAL MANAGEMENT LLC $24.138.560 1.114.945 2,25% Azioni
AMERIPRISE FINANCIAL INC $22.482.348 1.039.013 2,09% Azioni
HM PAYSON & CO $20.807.243 961.074 1,94% Azioni
ATWOOD & PALMER INC $20.756.432 958.727 1,93% Azioni
UBS Group AG $20.300.729 937.678 1,89% Azioni
Journey Advisory Group, LLC $17.509.156 808.737 1,63% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $17.118.207 790.679 1,59% Azioni
Arax Advisory Partners $16.928.439 781.914 1,57% Azioni
CWM, LLC $16.527.834 756.665 1,54% Azioni
Denver PWM, LLC $14.786.473 685.352 1,38% Azioni
MKT Advisors LLC $14.274.094 661.757 1,33% Azioni
LPL Financial LLC $13.874.185 640.840 1,29% Azioni
Merit Financial Group, LLC $12.735.821 588.260 1,18% Azioni
Wealth Management Strategies, Inc. $12.504.497 577.575 1,16% Azioni
Krilogy Financial LLC $12.173.424 562.283 1,13% Azioni
Integrated Wealth Concepts LLC $12.148.719 561.142 1,13% Azioni
Legacy Private Trust Co. $12.027.917 555.562 1,12% Azioni
Stratos Wealth Partners, LTD. $11.549.271 533.453 1,07% Azioni
Probity Advisors, Inc. $11.485.126 530.491 1,07% Azioni
SHELTON WEALTH MANAGEMENT, LLC $10.851.218 501.211 1,01% Azioni
NewEdge Advisors, LLC $10.824.498 499.976 1,01% Azioni
ES4, LLC $10.605.487 457.923 0,99% Azioni
Heartwood Wealth Advisors LLC $9.661.399 446.254 0,90% Azioni
Waycross Investment Management Co $9.594.695 443.173 0,89% Azioni
EIGHT 31 FINANCIAL, LLC $9.451.589 436.563 0,88% Azioni
D.A. DAVIDSON & CO. $8.287.577 382.798 0,77% Azioni
Robertson Stephens Wealth Management, LLC $8.078.579 373.145 0,75% Azioni
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7.015.199 324.028 0,65% Azioni
SPRENG CAPITAL MANAGEMENT, INC. $6.982.493 322.517 0,65% Azioni
FORONJY FINANCIAL LLC $6.832.107 315.571 0,64% Azioni
CONFLUENCE INVESTMENT MANAGEMENT LLC $6.680.823 314.762 0,62% Azioni
FAGAN ASSOCIATES, INC. $6.369.770 294.216 0,59% Azioni
OSAIC HOLDINGS, INC. $6.297.617 290.713 0,59% Azioni
STIFEL FINANCIAL CORP $5.974.957 275.978 0,56% Azioni
CENTRAL TRUST Co $5.952.560 274.945 0,55% Azioni
REBALANCE, LLC $5.854.912 270.435 0,54% Azioni
Baird Financial Group, Inc. $5.618.067 259.495 0,52% Azioni
Stockman Wealth Management, Inc. $5.541.066 255.938 0,52% Azioni
Baltimore-Washington Financial Advisors, Inc. $5.493.233 253.729 0,51% Azioni
Asset Dedication, LLC $5.365.477 247.828 0,50% Azioni
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $5.146.638 237.720 0,48% Azioni
Belpointe Asset Management LLC $4.810.023 222.170 0,45% Azioni
Accretive Wealth Partners, LLC $4.371.893 201.935 0,41% Azioni
ROYAL BANK OF CANADA $3.957.000 182.778 0,37% Azioni
Portland Global Advisors LLC $3.873.986 178.937 0,36% Azioni
Financial Engines Advisors L.L.C. $3.872.097 178.850 0,36% Azioni
HOWLAND CAPITAL MANAGEMENT LLC $3.817.588 176.332 0,36% Azioni
Northstar Group, Inc. $3.701.869 170.987 0,34% Azioni
SIGNATUREFD, LLC $3.658.525 168.985 0,34% Azioni
Parallel Advisors, LLC $3.456.649 159.660 0,32% Azioni
MV CAPITAL MANAGEMENT, INC. $3.090.711 142.758 0,29% Azioni
SCS Capital Management LLC $2.870.140 132.570 0,27% Azioni
Cetera Investment Advisers $2.835.548 130.972 0,26% Azioni
Sanctuary Advisors, LLC $2.681.679 123.865 0,25% Azioni
Apella Capital, LLC $2.667.138 123.650 0,25% Azioni
LEAVELL INVESTMENT MANAGEMENT, INC. $2.545.369 117.569 0,24% Azioni
Hughes Financial Services, LLC $2.226.356 102.834 0,21% Azioni
Valmark Advisers, Inc. $2.192.387 101.265 0,20% Azioni
TITLEIST ASSET MANAGEMENT, LLC $2.153.829 99.482 0,20% Azioni
HighTower Advisors, LLC $1.829.867 84.520 0,17% Azioni
Leo Wealth, LLC $1.800.642 82.436 0,17% Azioni
Atria Investments, Inc $1.775.368 82.003 0,17% Azioni
Allworth Financial LP $1.712.927 79.119 0,16% Azioni
Midwest Professional Planners, LTD. $1.661.075 76.724 0,15% Azioni
Associated Banc-Corp $1.499.110 69.243 0,14% Azioni
Montecito Bank & Trust $1.473.312 69.414 0,14% Azioni
SUMMITPOINT CAPITAL MANAGEMENT $1.452.276 67.080 0,14% Azioni
IFP Advisors, Inc $1.439.357 66.483 0,13% Azioni
CAPTRUST FINANCIAL ADVISORS $1.425.826 65.858 0,13% Azioni
Reliant Wealth Planning $1.327.469 61.315 0,12% Azioni
JIM SAULNIER & ASSOCIATES, LLC $1.317.177 60.840 0,12% Azioni
GOLDMAN SACHS GROUP INC $1.301.187 60.101 0,12% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $1.290.557 59.610 0,12% Azioni
Foundry Financial Group, Inc. $1.289.193 59.547 0,12% Azioni
BIP Wealth, LLC $1.253.553 57.901 0,12% Azioni
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1.223.334 56.505 0,11% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.075.875 49.694 0,10% Azioni
Snowden Capital Advisors LLC $943.040 43.558 0,09% Azioni
Cerity Partners LLC $926.393 42.790 0,09% Azioni
MOULTON WEALTH MANAGEMENT, INC $914.733 42.408 0,09% Azioni
KFG WEALTH MANAGEMENT, LLC $897.177 41.440 0,08% Azioni
Atlantic Private Wealth, LLC $890.226 41.119 0,08% Azioni
Compass Ion Advisors, LLC $824.673 38.091 0,08% Azioni
DUNCKER STREETT & CO INC $817.078 37.740 0,08% Azioni
Great Diamond Partners, LLC $802.674 37.075 0,07% Azioni
CARY STREET PARTNERS FINANCIAL LLC $782.886 36.161 0,07% Azioni
KOM Wealth Management Group, LLC $771.510 35.636 0,07% Azioni
Chris Bulman Inc $770.550 35.591 0,07% Azioni
Community Financial Services Group, LLC $741.534 34.386 0,07% Azioni
Capital Investment Advisors, LLC $720.295 33.270 0,07% Azioni
BENJAMIN EDWARDS INC $716.495 33.094 0,07% Azioni
AQR CAPITAL MANAGEMENT LLC $702.543 32.450 0,07% Azioni
L2 Asset Management, LLC $699.833 32.325 0,07% Azioni
Mendota Financial Group, LLC $688.615 31.807 0,06% Azioni
HARBOUR INVESTMENTS, INC. $635.554 29.356 0,06% Azioni
Keeler Thomas Management LLC $626.127 28.920 0,06% Azioni
Granite Harbor Advisors, Inc. $623.975 28.821 0,06% Azioni
Straight Path Wealth Management $619.796 28.628 0,06% Azioni
Independent Advisor Alliance $604.533 27.923 0,06% Azioni
Blake Schutter Theil Wealth Advisors, LLC $594.098 27.441 0,06% Azioni
Creative Planning $579.527 26.768 0,05% Azioni
NATIONAL BANK OF CANADA /FI/ $567.660 26.232 0,05% Azioni
MML INVESTORS SERVICES, LLC $535.411 24.730 0,05% Azioni
Modern Wealth Management, LLC $524.666 24.234 0,05% Azioni
SCHMIDT P J INVESTMENT MANAGEMENT INC $521.364 24.081 0,05% Azioni
TABLEAUX LLC $502.821 23.225 0,05% Azioni
FIFTH THIRD BANCORP $492.776 22.761 0,05% Azioni
Old Port Advisors $488.511 22.564 0,05% Azioni
Daybright Advisory Services, Inc. $466.700 21.652 0,04% Azioni
Kestra Advisory Services, LLC $451.531 20.856 0,04% Azioni
Austin Private Wealth, LLC $450.442 20.526 0,04% Azioni
DecisionMap Wealth Management, LLC $439.538 20.302 0,04% Azioni
Jacobi Capital Management LLC $427.369 19.740 0,04% Azioni
Heartland Bank & Trust Co $424.102 19.589 0,04% Azioni
Walleye Partners, LLC $416.799 19.252 0,04% Azioni
Atwater Malick LLC $398.966 18.428 0,04% Azioni
SMITHBRIDGE ASSET MANAGEMENT INC/DE $398.360 18.400 0,04% Azioni
Prime Capital Investment Advisors, LLC $394.098 18.203 0,04% Azioni
Beacon Pointe Advisors, LLC $379.705 17.538 0,04% Azioni
Black Maple Capital Management LP $378.875 17.500 0,04% Azioni
Summit Wealth Partners, LLC $376.161 17.375 0,03% Azioni
STAR Financial Bank $374.956 17.319 0,03% Azioni
CGN Advisors LLC $372.921 17.225 0,03% Azioni
XY Planning Network, Inc. $372.921 17.225 0,03% Azioni
JOHNSON INVESTMENT COUNSEL INC $372.228 17.193 0,03% Azioni
Madrid Wealth Management, LLC $365.907 16.901 0,03% Azioni
Kestra Investment Management, LLC $364.736 16.847 0,03% Azioni
Signature Wealth Management Group $363.708 16.651 0,03% Azioni
Towne Trust Company, N.A $356.922 16.486 0,03% Azioni
BARRETT & COMPANY, INC. $353.631 16.334 0,03% Azioni
OneDigital Investment Advisors LLC $352.462 16.280 0,03% Azioni
TRANSCEND CAPITAL ADVISORS, LLC $344.776 15.925 0,03% Azioni
FULLCIRCLE WEALTH LLC $343.609 15.672 0,03% Azioni
COWA, LLC $340.446 15.725 0,03% Azioni
Trinity Wealth Management, LLC $340.381 15.722 0,03% Azioni
Prosperity Planning, Inc. $340.273 15.578 0,03% Azioni
Single Point Partners, LLC $331.440 15.309 0,03% Azioni
Safeguard Financial, LLC $328.556 15.092 0,03% Azioni
LBMC INVESTMENT ADVISORS, LLC $318.818 14.726 0,03% Azioni
Element Wealth, LLC $314.380 14.521 0,03% Azioni
Cyr Financial Inc. $311.349 14.381 0,03% Azioni
Cambridge Financial Group, LLC $303.339 14.011 0,03% Azioni
JAMES INVESTMENT RESEARCH, INC. $296.518 13.696 0,03% Azioni
Crews Bank & Trust $294.224 13.590 0,03% Azioni
COLDSTREAM CAPITAL MANAGEMENT INC $290.673 13.426 0,03% Azioni
MLP3, LLC $289.667 13.261 0,03% Azioni
Madden Advisory Services, Inc. $287.837 13.295 0,03% Azioni
LIBERTY WEALTH MANAGEMENT LLC $282.755 12.945 0,03% Azioni
LEVEL FOUR ADVISORY SERVICES, LLC $282.741 13.059 0,03% Azioni
PRINCIPAL SECURITIES, INC. $282.554 13.051 0,03% Azioni
JANE STREET GROUP, LLC $280.779 12.969 0,03% Azioni
Advisory Services Network, LLC $280.624 12.962 0,03% Azioni
Physician Wealth Advisors, Inc. $280.055 12.936 0,03% Azioni
Koss-Olinger Consulting, LLC $279.775 12.923 0,03% Azioni
MILESTONE ASSET MANAGEMENT, LLC $277.878 12.835 0,03% Azioni
Alamar Capital Management, LLC $274.955 12.700 0,03% Azioni
Jaffetilchin Investment Partners, LLC $268.366 12.286 0,02% Azioni
CFS Investment Advisory Services, LLC $267.602 12.389 0,02% Azioni
Conrad Siegel Investment Advisors, Inc. $265.727 12.274 0,02% Azioni
Guidance Point Advisors, LLC $262.225 12.112 0,02% Azioni
Autumn Glory Partners, LLC $260.103 12.014 0,02% Azioni
Vestmark Advisory Solutions, Inc. $257.664 11.901 0,02% Azioni
O'Brien Wealth Partners LLC $253.267 11.541 0,02% Azioni
Highland Financial Advisors, LLC $253.262 11.698 0,02% Azioni
Resonant Capital Advisors, LLC $251.205 11.603 0,02% Azioni
MGO ONE SEVEN LLC $239.511 11.063 0,02% Azioni
Global Retirement Partners, LLC $234.967 10.853 0,02% Azioni
Trust Co $224.377 10.272 0,02% Azioni
Apollon Wealth Management, LLC $217.971 10.068 0,02% Azioni
Avidian Wealth Enterprises, LLC $213.512 9.862 0,02% Azioni
Foundations Investment Advisors, LLC $206.329 9.530 0,02% Azioni
Penobscot Investment Management Company, Inc. $205.675 9.500 0,02% Azioni
KINTRA WEALTH, LLC $205.058 9.500 0,02% Azioni
WASHINGTON TRUST Co $202.687 9.362 0,02% Azioni
Koshinski Asset Management, Inc. $202.604 9.358 0,02% Azioni
Talon Private Wealth, LLC $202.482 9.352 0,02% Azioni
Focus Partners Wealth $202.471 9.352 0,02% Azioni
Atlantic Union Bankshares Corp $136.850 6.321 0,01% Azioni
Cherry Tree Wealth Management, LLC $136.210 6.291 0,01% Azioni
High Note Wealth, LLC $124.358 5.744 0,01% Azioni
Hills Bank & Trust Co $118.685 5.482 0,01% Azioni
Spectrum Wealth Counsel, LLC $114.641 5.266 0,01% Azioni
Pinnacle Bancorp, Inc. $114.247 5.277 0,01% Azioni
Key Financial Inc $108.142 4.995 0,01% Azioni
Farther Finance Advisors, LLC $99.885 4.614 0,01% Azioni
Lowe fs, LLC $95.921 4.369 0,01% Azioni
US BANCORP \DE\ $88.657 4.095 0,01% Azioni
Hara Capital LLC $86.600 4.000 0,01% Azioni
FIDUCIARY FINANCIAL ADVISORS $84.040 3.882 0,01% Azioni
CNB Bank $81.902 3.783 0,01% Azioni
Steward Partners Investment Advisory, LLC $80.646 3.725 0,01% Azioni
AllSquare Wealth Management LLC $76.733 3.495 0,01% Azioni
Bogart Wealth, LLC $69.367 3.204 0,01% Azioni
2UniFi Bank $61.925 2.835 0,01% Azioni
COMERICA BANK $60.085 2.738 0,01% Azioni
Longview Financial Advisors LLC $56.182 2.595 0,01% Azioni
BANK OF MONTREAL /CAN/ $50.788 2.346 0,00% Azioni
MCF Advisors LLC $49.904 2.305 0,00% Azioni
Hyposwiss Advisors SA $49.362 2.280 0,00% Azioni
TD Capital Management LLC $45.552 2.104 0,00% Azioni
Basepoint Wealth LLC $43.759 2.021 0,00% Azioni
Robbins Farley $19.745 912 0,00% Azioni
PARK AVENUE SECURITIES LLC $8.576 396.112 0,00% Azioni
GILPIN WEALTH MANAGEMENT, LLC $8.401 388 0,00% Azioni
Janney Montgomery Scott LLC $5.707 263.619 0,00% Azioni
AE Wealth Management LLC $5.239 242 0,00% Azioni
BOSTON FAMILY OFFICE LLC $3.987 184.177 0,00% Azioni
THOROUGHBRED FINANCIAL SERVICES, LLC $3.590 165.829 0,00% Azioni
PNC Financial Services Group, Inc. $1.386 64 0,00% Azioni
Larson Financial Group LLC $1.169 54 0,00% Azioni
Thrivent Financial for Lutherans $1.054 48.658 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $940 43.414 0,00% Azioni
LANARK FINANCIAL, INC. $562 26 0,00% Azioni
Opus Capital Group, LLC $301 13.900 0,00% Azioni
FMR LLC $289 13 0,00% Azioni
First PREMIER Bank $78 3.590 0,00% Azioni
JPMORGAN CHASE & CO $22 1 0,00% Azioni
Hemington Wealth Management $0 39 0,00% Azioni