JSCP — Proprietari istituzionali (13F)

129 filer · $780.0M totale · Aggiornato al 30 Giugno 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
JPMORGAN CHASE & CO $125.474.691 2.659.489 16,09% Azioni
EP Wealth Advisors, LLC $102.474.723 2.173.607 13,14% Azioni
CWM, LLC $43.867.682 927.435 5,62% Azioni
HB Wealth Management, LLC $31.426.213 666.586 4,03% Azioni
Roberts Wealth Advisors, LLC $29.523.240 626.222 3,79% Azioni
MCF Advisors LLC $24.239.642 514.151 3,11% Azioni
CGN Advisors LLC $21.025.371 445.972 2,70% Azioni
Apella Capital, LLC $19.473.973 414.958 2,50% Azioni
5th Street Advisors, LLC $18.700.041 396.649 2,40% Azioni
Bridgewealth Advisory Group, LLC $18.282.690 387.797 2,34% Azioni
HighTower Advisors, LLC $17.611.042 373.551 2,26% Azioni
TD Capital Management LLC $17.560.135 372.471 2,25% Azioni
Roof Eidam Maycock Peralta, LLC $16.364.121 347.102 2,10% Azioni
Integrated Wealth Concepts LLC $16.192.706 343.466 2,08% Azioni
SkyOak Wealth, LLC $14.760.629 313.090 1,89% Azioni
Summit Financial, LLC $13.904.719 294.935 1,78% Azioni
Krasney Financial LLC $13.148.536 277.982 1,69% Azioni
RAYMOND JAMES FINANCIAL INC $13.148.011 278.885 1,69% Azioni
Focus Partners Wealth $12.105.282 256.767 1,55% Azioni
Shorepoint Capital Partners LLC $10.618.220 223.025 1,36% Azioni
Global Retirement Partners, LLC $9.858.509 209.110 1,26% Azioni
Main Street Financial Solutions, LLC $8.945.956 189.754 1,15% Azioni
UBS Group AG $8.810.033 186.871 1,13% Azioni
OSAIC HOLDINGS, INC. $8.182.382 173.527 1,05% Azioni
Carnick & Kubik Group, LLC $7.759.814 164.368 0,99% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6.832.839 145.674 0,88% Azioni
Perigon Wealth Management, LLC $6.519.797 138.292 0,84% Azioni
Waverly Advisors, LLC $6.313.797 133.923 0,81% Azioni
MAI Capital Management $6.278.138 133.167 0,80% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $6.032.210 127.950 0,77% Azioni
Boyce & Associates Wealth Consulting, Inc. $5.773.286 122.458 0,74% Azioni
JONES FINANCIAL COMPANIES LLLP $5.664.302 120.108 0,73% Azioni
Legacy Edge Advisors, LLC $5.621.004 119.228 0,72% Azioni
New Insight Wealth Advisors $4.889.609 103.714 0,63% Azioni
CARY STREET PARTNERS FINANCIAL LLC $4.851.127 102.898 0,62% Azioni
NOESIS CAPITAL MANGEMENT CORP $4.842.499 102.715 0,62% Azioni
LPL Financial LLC $4.590.811 97.376 0,59% Azioni
Milestone Investment Advisors LLC $4.373.535 92.768 0,56% Azioni
BELLEVUE ASSET MANAGEMENT, LLC $3.927.039 83.297 0,50% Azioni
21 West Wealth Management LLC $3.620.453 76.794 0,46% Azioni
CAPTRUST FINANCIAL ADVISORS $3.521.084 74.686 0,45% Azioni
HARBOUR INVESTMENT MANAGEMENT LLC $3.387.840 71.860 0,43% Azioni
Wealthspire Advisors, LLC $3.128.841 66.366 0,40% Azioni
STIFEL FINANCIAL CORP $3.093.843 65.624 0,40% Azioni
PROMETHIUM ADVISORS,LLC $2.699.758 57.265 0,35% Azioni
Tradition Wealth Management, LLC $2.575.812 54.636 0,33% Azioni
Heritage Wealth Management, Inc. $2.483.881 52.686 0,32% Azioni
Clear Creek Financial Management, LLC $2.397.889 50.862 0,31% Azioni
Farther Finance Advisors, LLC $1.911.683 40.549 0,25% Azioni
Ameritas Advisory Services, LLC $1.862.936 39.515 0,24% Azioni
FAGAN ASSOCIATES, INC. $1.826.869 38.750 0,23% Azioni
LexAurum Advisors, LLC $1.783.213 37.824 0,23% Azioni
Clear Point Advisors Inc. $1.746.260 37.040 0,22% Azioni
BARNES PETTEY FINANCIAL ADVISORS, LLC $1.668.655 35.391 0,21% Azioni
BBR PARTNERS, LLC $1.553.993 32.962 0,20% Azioni
Blueprint Investment Partners LLC $1.500.013 31.817 0,19% Azioni
Blueprint Financial Advisors LLC $1.500.013 31.817 0,19% Azioni
Diversified Portfolios, Inc. $1.473.187 31.248 0,19% Azioni
Kingsview Wealth Management, LLC $1.469.793 31.176 0,19% Azioni
D.A. DAVIDSON & CO. $1.415.057 30.015 0,18% Azioni
Sanctuary Advisors, LLC $1.412.303 29.957 0,18% Azioni
Cetera Investment Advisers $1.386.078 29.401 0,18% Azioni
MCCARTER PRIVATE WEALTH SERVICES LLC $1.352.826 28.695 0,17% Azioni
MML INVESTORS SERVICES, LLC $1.332.219 28.258 0,17% Azioni
BEAM WEALTH ADVISORS, INC. $1.274.170 27.027 0,16% Azioni
Lowe fs, LLC $1.156.495 24.291 0,15% Azioni
Southeast Asset Advisors, LLC $1.105.642 23.452 0,14% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.096.876 23.266 0,14% Azioni
Legacy Wealth Managment, LLC/ID $1.090.936 23.140 0,14% Azioni
LODESTAR PRIVATE ASSET MANAGEMENT LLC $1.054.268 22.362 0,14% Azioni
Avidian Wealth Enterprises, LLC $1.008.854 21.399 0,13% Azioni
Capstone Wealth Management, Inc. $1.006.096 21.431 0,13% Azioni
AIFG Consultants Ltd. $955.709 20.096 0,12% Azioni
ENVESTNET ASSET MANAGEMENT INC $840.422 17.826 0,11% Azioni
CRA Financial Services, LLC $831.232 17.631 0,11% Azioni
Peck Wealth Management, LLC $771.365 16.362 0,10% Azioni
Interchange Capital Partners, LLC $758.611 16.091 0,10% Azioni
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $745.887 15.821 0,10% Azioni
MidAtlantic Capital Management, Inc. $691.005 14.657 0,09% Azioni
GeoWealth Management, LLC $667.516 14.159 0,09% Azioni
Lodestone Wealth Management LLC $658.922 13.977 0,08% Azioni
Kestra Advisory Services, LLC $648.467 13.755 0,08% Azioni
Merit Financial Group, LLC $622.736 13.209 0,08% Azioni
Tempus Wealth Planning, LLC $622.408 13.202 0,08% Azioni
CITADEL ADVISORS LLC $582.806 12.362 0,07% Azioni
Krilogy Financial LLC $529.297 11.227 0,07% Azioni
Professional Financial Advisors, LLC $504.169 10.694 0,06% Azioni
OPPENHEIMER & CO INC $471.450 10.000 0,06% Azioni
INVENIO WEALTH PARTNERS LLC $470.413 9.978 0,06% Azioni
Vawter Financial, Ltd. $441.466 9.364 0,06% Azioni
MAGNOLIA CAPITAL ADVISORS LLC $423.854 8.990 0,05% Azioni
BCGM Wealth Management, LLC $412.402 8.748 0,05% Azioni
Flagship Capital Management Inc. $406.390 8.620 0,05% Azioni
BLUEDOOR PRIVATE WEALTH, LLC $394.132 8.360 0,05% Azioni
&PARTNERS $388.284 8.236 0,05% Azioni
Leo Wealth, LLC $357.159 7.551 0,05% Azioni
Summit Wealth Partners, LLC $355.473 7.540 0,05% Azioni
PNC Financial Services Group, Inc. $315.606 6.694 0,04% Azioni
Legacy Investment Solutions, LLC $294.366 6.205 0,04% Azioni
BENJAMIN EDWARDS INC $294.040 6.237 0,04% Azioni
Concurrent Investment Advisors, LLC $280.658 5.953 0,04% Azioni
Wealth Dimensions Group, Ltd. $280.371 5.947 0,04% Azioni
Visionary Wealth Advisors $258.543 5.484 0,03% Azioni
Whitegate Investment Counselors, Inc. $258.521 5.484 0,03% Azioni
Prospera Financial Services Inc $253.167 5.370 0,03% Azioni
Beaumont Financial Advisors, LLC $236.072 5.007 0,03% Azioni
Barnes Wealth Management Group, Inc $218.093 4.626 0,03% Azioni
Gradient Capital Advisors, LLC $211.115 4.478 0,03% Azioni
MERCER GLOBAL ADVISORS INC /ADV $210.502 4.465 0,03% Azioni
IMA Advisory Services, Inc. $202.241 4.290 0,03% Azioni
Salomon & Ludwin, LLC $171.493 3.655 0,02% Azioni
Geneos Wealth Management Inc. $160.310 3.400 0,02% Azioni
Bank of New Hampshire $144.971 3.075 0,02% Azioni
Cedar Mountain Advisors, LLC $138.559 2.939 0,02% Azioni
MORGAN STANLEY $136.790 2.901 0,02% Azioni
HFM Investment Advisors, LLC $112.253 2.381 0,01% Azioni
WELLS FARGO & COMPANY/MN $107.019 2.270 0,01% Azioni
IFG Advisory, LLC $100.419 2.130 0,01% Azioni
ROYAL BANK OF CANADA $59.000 1.250 0,01% Azioni
Trust Co $54.726 1.157 0,01% Azioni
Colonial Trust Advisors $33.049 701 0,00% Azioni
AMERIFLEX GROUP, INC. $20.602 437 0,00% Azioni
NewEdge Advisors, LLC $10.136 215 0,00% Azioni
Wilkerson Advisory Group LLC $9.523 202 0,00% Azioni
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3.958 84 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $1.167 24.749 0,00% Azioni
USAdvisors Wealth Management, LLC $1.068 22.674 0,00% Azioni
NATIXIS ADVISORS, LLC $972 20.629 0,00% Azioni
MOSAIC FINANCIAL GROUP, LLC $250 5.313 0,00% Azioni