VSDM — Proprietari istituzionali (13F)

123 filer · $264.4M 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
Capital Investment Services of America, Inc. $21.527.589 280.929 8,14% Azioni
TRUIST FINANCIAL CORP $19.242.152 251.105 7,28% Azioni
Mills Wealth Advisors LLC $12.638.279 164.926 4,78% Azioni
S.A. Mason LLC $12.558.737 163.888 4,75% Azioni
Keystone Financial Group, Inc. $10.896.287 142.196 4,12% Azioni
Kestra Investment Management, LLC $10.676.015 139.319 4,04% Azioni
American Investment Services, Inc. $9.862.971 128.709 3,73% Azioni
MOSAIC FAMILY WEALTH PARTNERS, LLC $9.700.330 126.587 3,67% Azioni
CGN Advisors LLC $9.513.921 124.154 3,60% Azioni
Frisch Financial Group, Inc. $7.509.740 98.000 2,84% Azioni
Quantinno Capital Management LP $7.509.740 98.000 2,84% Azioni
Acumen Wealth Advisors, LLC $6.319.447 82.467 2,39% Azioni
Beaird Harris Wealth Management, LLC $5.723.648 74.692 2,16% Azioni
RW Investment Management LLC $5.387.779 70.309 2,04% Azioni
IRON Financial LLC $5.045.344 65.840 1,91% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $5.018.240 65.487 1,90% Azioni
MASTER'S WEALTH MANAGEMENT INC. $4.727.228 61.689 1,79% Azioni
Rialto Wealth Management, LLC $4.693.741 61.252 1,78% Azioni
JONES FINANCIAL COMPANIES LLLP $3.866.446 50.496 1,46% Azioni
Belpointe Asset Management LLC $3.863.813 50.421 1,46% Azioni
Alliance Private Wealth, LLC $3.486.757 45.501 1,32% Azioni
TD Capital Management LLC $3.331.340 43.473 1,26% Azioni
Bank of New York Mellon Corp $3.197.334 41.724 1,21% Azioni
Topsail Wealth Management, LLC $3.129.820 40.843 1,18% Azioni
GSG Advisors LLC $3.003.896 39.200 1,14% Azioni
Professional Financial Advisors, LLC $2.931.504 38.255 1,11% Azioni
Timmons Wealth Management, LLC $2.884.047 37.636 1,09% Azioni
LPL Financial LLC $2.874.507 37.512 1,09% Azioni
Dakota Wealth Management $2.749.102 35.875 1,04% Azioni
GREAT VALLEY ADVISOR GROUP, INC. $2.517.944 32.858 0,95% Azioni
Bedel Financial Consulting, Inc. $2.341.813 30.560 0,89% Azioni
Stonebridge Financial Group, LLC $2.220.465 29.853 0,84% Azioni
JPMORGAN CHASE & CO $2.189.263 28.573 0,83% Azioni
Aprio Wealth Management, LLC $2.143.341 27.970 0,81% Azioni
MBM WEALTH CONSULTANTS, LLC $2.114.528 27.594 0,80% Azioni
Harbor Group, Inc. $1.984.618 25.899 0,75% Azioni
Verum Partners LLC $1.770.291 23.102 0,67% Azioni
Lindenwold Advisors $1.769.853 23.075 0,67% Azioni
Burton Enright Welch $1.638.870 21.387 0,62% Azioni
Karpus Management, Inc. $1.609.230 21.000 0,61% Azioni
Financial Engines Advisors L.L.C. $1.525.397 19.906 0,58% Azioni
HighTower Advisors, LLC $1.452.828 18.959 0,55% Azioni
CRA Financial Services, LLC $1.378.420 17.988 0,52% Azioni
Essex Financial Services, Inc. $1.350.374 17.622 0,51% Azioni
Baker Ellis Asset Management LLC $1.256.732 16.400 0,48% Azioni
Integrated Wealth Concepts LLC $1.227.292 16.016 0,46% Azioni
NEUBERGER BERMAN GROUP LLC $1.219.183 15.910 0,46% Azioni
TCI Wealth Advisors, Inc. $1.181.635 15.420 0,45% Azioni
&PARTNERS $1.101.710 14.377 0,42% Azioni
MFA Wealth Services $1.079.092 14.082 0,41% Azioni
Wedmont Private Capital $1.004.939 13.156 0,38% Azioni
Composition Wealth, LLC $1.004.313 13.106 0,38% Azioni
JANE STREET GROUP, LLC $888.831 11.599 0,34% Azioni
Signal Advisors Wealth, LLC $855.574 11.165 0,32% Azioni
Kelman-Lazarov, Inc. $809.976 10.570 0,31% Azioni
PARSONS CAPITAL MANAGEMENT INC/RI $786.378 10.262 0,30% Azioni
Quantum Financial Planning Services, Inc. $782.449 10.211 0,30% Azioni
Cascade Wealth Advisors, Inc $772.287 10.140 0,29% Azioni
Prospera Capital Management, LLC $714.570 9.342 0,27% Azioni
VSM Wealth Advisory, LLC $708.018 6.989 0,27% Azioni
Breakwater Capital Group $679.248 8.864 0,26% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657.522 8.608 0,25% Azioni
CFS Investment Advisory Services, LLC $647.065 8.463 0,24% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643.385 8.396 0,24% Azioni
New England Private Wealth Advisors LLC $637.384 8.393 0,24% Azioni
Donalies Financial Planning, LLC $637.102 8.314 0,24% Azioni
Equitable Holdings, Inc. $558.215 7.285 0,21% Azioni
Bryn Mawr Trust Advisors, LLC $553.410 7.222 0,21% Azioni
Gutierrez Wealth Advisory, LLC $512.174 6.684 0,19% Azioni
Conservest Capital Advisors, Inc. $504.839 6.588 0,19% Azioni
Forum Financial Management, LP $503.227 6.567 0,19% Azioni
Corient Private Wealth LP $500.933 6.537 0,19% Azioni
L. Roy Papp & Associates, LLP $499.628 6.520 0,19% Azioni
OakTrust Wealth Advisors, LLC $498.760 6.509 0,19% Azioni
Soltis Investment Advisors LLC $488.173 6.371 0,18% Azioni
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466.830 6.092 0,18% Azioni
Waverly Advisors, LLC $448.286 5.850 0,17% Azioni
EverSource Wealth Advisors, LLC $438.477 5.722 0,17% Azioni
N.E.W. Advisory Services LLC $419.140 5.470 0,16% Azioni
Sugar Maple Asset Management, LLC $411.298 5.367 0,16% Azioni
Worth Asset Management, LLC $353.571 4.614 0,13% Azioni
Strategic Financial Concepts, LLC $351.530 4.587 0,13% Azioni
Financial Planning Hawaii, Inc. $347.984 4.541 0,13% Azioni
Ascent Group, LLC $315.869 4.122 0,12% Azioni
Stratos Wealth Partners, LTD. $309.202 4.034 0,12% Azioni
Kestra Advisory Services, LLC $301.314 3.932 0,11% Azioni
Advyzon Investment Management, LLC $292.336 3.815 0,11% Azioni
Cherry Tree Wealth Management, LLC $277.478 3.621 0,10% Azioni
Beacon Pointe Advisors, LLC $275.902 3.600 0,10% Azioni
Foundry Financial LLC $236.174 3.082 0,09% Azioni
TAGStone Capital, Inc. $234.948 3.066 0,09% Azioni
Summit Wealth Partners, LLC $231.346 3.019 0,09% Azioni
Kropog Financial Group, LLC $224.474 2.929 0,08% Azioni
Advisory Services Network, LLC $219.622 2.866 0,08% Azioni
CARDIFF PARK ADVISORS, LLC $218.396 2.850 0,08% Azioni
Elequin Capital, LP $210.426 2.746 0,08% Azioni
Bill Few Associates, Inc. $209.200 2.730 0,08% Azioni
Elmwood Wealth Management, Inc. $207.201 2.704 0,08% Azioni
Graney & King, LLC $202.585 2.644 0,08% Azioni
Snowden Capital Advisors LLC $200.541 2.617 0,08% Azioni
ENVESTNET ASSET MANAGEMENT INC $200.302 2.614 0,08% Azioni
Farther Finance Advisors, LLC $182.119 2.377 0,07% Azioni
ROYAL BANK OF CANADA $151.000 1.976 0,06% Azioni
Burk Holdings LLC $150.042 1.958 0,06% Azioni
1015 Capital Partners, LLC $140.310 1.831 0,05% Azioni
AE Wealth Management LLC $128.662 1.679 0,05% Azioni
Steward Partners Investment Advisory, LLC $79.235 1.034 0,03% Azioni
Trust Co $57.902 759 0,02% Azioni
Tower Research Capital LLC (TRC) $34.100 445 0,01% Azioni
OSAIC HOLDINGS, INC. $23.285 303 0,01% Azioni
LANARK FINANCIAL, INC. $22.069 288 0,01% Azioni
Opus Capital Group, LLC $11.411 148.913 0,00% Azioni
Medallion Wealth Advisors, LLC $6.820 89 0,00% Azioni
Platt Wealth Management LLC $2.815 36.742 0,00% Azioni
BOSTON FAMILY OFFICE LLC $1.570 20.487 0,00% Azioni
NATIXIS ADVISORS, LLC $1.011 13.198 0,00% Azioni
PEAPACK GLADSTONE FINANCIAL CORP $743 9.700 0,00% Azioni
Janney Montgomery Scott LLC $536 7.000 0,00% Azioni
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6.030 0,00% Azioni
Betterment LLC $393 5.125 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $249 3.247 0,00% Azioni
WELLS FARGO & COMPANY/MN $55 1 0,00% Azioni
HAZLETT, BURT & WATSON, INC. $11 150 0,00% Azioni