TAXF — Proprietari istituzionali (13F)

118 filer · $512.0M 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
ENVESTNET ASSET MANAGEMENT INC $124.349.373 2.446.137 24,29% Azioni
CWM, LLC $77.723.291 1.552.913 15,18% Azioni
LPL Financial LLC $35.078.911 690.054 6,85% Azioni
MORGAN STANLEY $23.233.834 457.043 4,54% Azioni
Goldstein Advisors, LLC $22.187.902 436.469 4,33% Azioni
AMERIPRISE FINANCIAL INC $17.976.320 353.825 3,51% Azioni
Prime Capital Investment Advisors, LLC $17.843.335 351.005 3,48% Azioni
RAYMOND JAMES FINANCIAL INC $14.033.884 276.068 2,74% Azioni
Private Advisor Group, LLC $12.177.394 239.548 2,38% Azioni
CONDOR CAPITAL MANAGEMENT $9.042.584 177.881 1,77% Azioni
IFP Advisors, Inc $7.532.781 148.181 1,47% Azioni
Dynamic Advisor Solutions LLC $6.268.812 123.317 1,22% Azioni
Arax Advisory Partners $5.980.026 117.636 1,17% Azioni
NewEdge Advisors, LLC $5.935.000 116.750 1,16% Azioni
First Affirmative Financial Network $5.901.780 117.918 1,15% Azioni
U.S. Capital Wealth Advisors, LLC $5.712.257 114.131 1,12% Azioni
FAS Wealth Partners, Inc. $5.340.352 105.053 1,04% Azioni
Henderson Brothers Financial Partners, LLC $4.912.457 96.635 0,96% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $4.810.431 94.628 0,94% Azioni
Kestra Advisory Services, LLC $4.539.442 89.298 0,89% Azioni
GEM Asset Management, LLC $4.433.327 87.210 0,87% Azioni
Elequin Capital, LP $4.244.773 83.501 0,83% Azioni
JANE STREET GROUP, LLC $4.226.778 83.147 0,83% Azioni
Pursuit Wealth Management LLC $4.108.276 81.546 0,80% Azioni
Visionary Wealth Advisors $3.790.832 74.571 0,74% Azioni
GOLDMAN SACHS GROUP INC $3.333.403 65.573 0,65% Azioni
ARQ WEALTH ADVISORS, LLC $3.283.450 65.474 0,64% Azioni
JPMORGAN CHASE & CO $3.259.026 64.028 0,64% Azioni
IHT Wealth Management, LLC $3.173.333 62.424 0,62% Azioni
HighTower Advisors, LLC $3.140.869 61.786 0,61% Azioni
OneDigital Investment Advisors LLC $3.091.533 60.815 0,60% Azioni
CARY STREET PARTNERS FINANCIAL LLC $2.972.857 58.481 0,58% Azioni
Landmark Wealth Management, LLC $2.899.255 57.033 0,57% Azioni
OSAIC HOLDINGS, INC. $2.685.667 52.823 0,52% Azioni
MERCER GLOBAL ADVISORS INC /ADV $2.464.339 48.477 0,48% Azioni
ROYAL BANK OF CANADA $2.416.000 47.529 0,47% Azioni
GWN SECURITIES INC. $2.244.416 44.151 0,44% Azioni
OneAscent Financial Services LLC $2.020.081 39.738 0,39% Azioni
Mutual Advisors, LLC $1.935.468 38.074 0,38% Azioni
Orion Portfolio Solutions, LLC $1.898.774 38.375 0,37% Azioni
Cooper Capital Advisors LLC $1.748.724 34.400 0,34% Azioni
PNC Financial Services Group, Inc. $1.720.559 33.846 0,34% Azioni
Pine Valley Investments Ltd Liability Co $1.718.039 33.796 0,34% Azioni
MATHER GROUP, LLC. $1.465.719 28.833 0,29% Azioni
Melone Private Wealth, LLC $1.405.387 27.646 0,27% Azioni
First Heartland Consultants, Inc. $1.398.979 27.520 0,27% Azioni
JONES FINANCIAL COMPANIES LLLP $1.299.458 25.595 0,25% Azioni
Foundations Investment Advisors, LLC $1.268.731 24.958 0,25% Azioni
Midwestern Financial, LLC /IA $1.177.359 23.160 0,23% Azioni
CNB Bank $1.039.627 20.451 0,20% Azioni
Concurrent Investment Advisors, LLC $957.172 18.829 0,19% Azioni
Equitable Holdings, Inc. $887.178 17.452 0,17% Azioni
STIFEL FINANCIAL CORP $876.151 17.235 0,17% Azioni
Aprio Wealth Management, LLC $876.090 17.234 0,17% Azioni
COMERICA BANK $872.973 17.328 0,17% Azioni
Equity Wealth Partners, LLC $846.375 16.649 0,17% Azioni
Westside Investment Management, Inc. $823.527 16.200 0,16% Azioni
ERn Financial, LLC $822.002 16.170 0,16% Azioni
REGIMEN WEALTH, LLC $791.841 15.577 0,15% Azioni
Altus Wealth Group LLC $774.586 15.237 0,15% Azioni
Prosperity Consulting Group, LLC $737.972 14.517 0,14% Azioni
PFG Advisors $723.473 14.232 0,14% Azioni
Gerber Kawasaki Wealth & Investment Management $718.817 14.140 0,14% Azioni
SageView Advisory Group, LLC $680.378 13.384 0,13% Azioni
marrick wealth, LLC $674.377 13.266 0,13% Azioni
Core Wealth Advisors, Inc. $668.989 13.160 0,13% Azioni
Clearview Wealth Management LLC $660.893 13.001 0,13% Azioni
Portfolio Resources Advisor Group, Inc. $648.047 12.948 0,13% Azioni
FIFTH THIRD BANCORP $560.243 11.021 0,11% Azioni
CITADEL ADVISORS LLC $556.389 10.945 0,11% Azioni
Cetera Investment Advisers $543.666 10.695 0,11% Azioni
Orion Porfolio Solutions, LLC $511.301 10.058 0,10% Azioni
MML INVESTORS SERVICES, LLC $506.347 9.961 0,10% Azioni
SYNOVUS FINANCIAL CORP $485.764 9.670 0,09% Azioni
Palatine Hill Wealth Management, LLC $483.238 9.506 0,09% Azioni
Merit Financial Group, LLC $456.625 8.982 0,09% Azioni
Trilogy Capital Inc. $438.452 8.625 0,09% Azioni
Pinnacle Financial Partners, Inc. $423.329 8.327 0,08% Azioni
CAPTRUST FINANCIAL ADVISORS $407.897 8.024 0,08% Azioni
Stewardship Advisors, LLC $402.867 7.925 0,08% Azioni
Lifeworks Advisors, LLC $378.162 7.439 0,07% Azioni
UNIQUE WEALTH, LLC $371.604 7.310 0,07% Azioni
Arrowroot Family Office, LLC $361.971 7.121 0,07% Azioni
Savvy Advisors, Inc. $338.478 6.658 0,07% Azioni
UBS Group AG $331.647 6.524 0,06% Azioni
CASTLE WEALTH MANAGEMENT LLC $321.887 6.332 0,06% Azioni
C M BIDWELL & ASSOCIATES LTD $314.160 6.180 0,06% Azioni
Creative Planning $310.959 6.117 0,06% Azioni
PRIVATE TRUST CO NA $279.515 5.498 0,05% Azioni
Inspire Advisors, LLC $273.442 5.379 0,05% Azioni
Bill Few Associates, Inc. $256.208 5.040 0,05% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $236.479 4.678 0,05% Azioni
Barnes Wealth Management Group, Inc $232.502 4.573 0,05% Azioni
Investment Advisory Group, LLC $228.758 4.500 0,04% Azioni
Fortis Group Advisors, LLC $214.320 4.216 0,04% Azioni
Pure Financial Advisors, LLC $208.424 4.100 0,04% Azioni
Frederick Financial Consultants, LLC $206.290 4.058 0,04% Azioni
PFG Investments, LLC $203.375 4.001 0,04% Azioni
Avidian Wealth Enterprises, LLC $202.685 3.987 0,04% Azioni
Lodestone Wealth Management LLC $173.583 3.415 0,03% Azioni
HARBOUR INVESTMENTS, INC. $45.701 899 0,01% Azioni
ASSETMARK, INC $45.091 887 0,01% Azioni
Geneos Wealth Management Inc. $40.164 790 0,01% Azioni
Caldwell Trust Co $39.143 770 0,01% Azioni
Steward Partners Investment Advisory, LLC $38.126 750 0,01% Azioni
Farther Finance Advisors, LLC $23.435 461 0,00% Azioni
IFG Advisory, LLC $21.566 424 0,00% Azioni
Global Retirement Partners, LLC $21.503 423 0,00% Azioni
CX Institutional $16.978 358.295 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $3.606 70.928 0,00% Azioni
Financial Management Professionals, Inc. $3.289 65 0,00% Azioni
SIGNATUREFD, LLC $603 12 0,00% Azioni
Janney Montgomery Scott LLC $312 6.140 0,00% Azioni
Capital Analysts, LLC $74 1.446 0,00% Azioni
BESSEMER GROUP INC $70 1.386 0,00% Azioni
WELLS FARGO & COMPANY/MN $44 1 0,00% Azioni
BlackRock, Inc. $35 1 0,00% Azioni
Larson Financial Group LLC $35 1 0,00% Azioni