ZJUL — Proprietari istituzionali (13F)

101 filer · $79.0M 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
COMMONWEALTH EQUITY SERVICES, LLC $6.807.060 227.129 8,62% Azioni
OSAIC HOLDINGS, INC. $4.198.442 140.089 5,32% Azioni
CANANDAIGUA NATIONAL BANK & TRUST CO $3.910.801 129.266 4,95% Azioni
CANANDAIGUA NATIONAL CORP $3.355.847 115.441 4,25% Azioni
HighTower Advisors, LLC $3.331.615 111.165 4,22% Azioni
Cetera Investment Advisers $3.262.115 108.846 4,13% Azioni
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2.421.764 80.048 3,07% Azioni
RAYMOND JAMES FINANCIAL INC $2.193.475 73.189 2,78% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.103.205 70.177 2,66% Azioni
CAPTRUST FINANCIAL ADVISORS $1.962.496 65.482 2,49% Azioni
Signal Advisors Wealth, LLC $1.570.147 51.899 1,99% Azioni
Stratos Wealth Advisors, LLC $1.551.757 51.777 1,97% Azioni
Concurrent Investment Advisors, LLC $1.516.884 50.138 1,92% Azioni
LPL Financial LLC $1.318.230 43.985 1,67% Azioni
Triad Wealth Partners, LLC $1.315.810 43.492 1,67% Azioni
Trek Financial, LLC $1.304.025 43.511 1,65% Azioni
Brookstone Capital Management $1.301.614 43.023 1,65% Azioni
Kestra Advisory Services, LLC $1.252.446 41.790 1,59% Azioni
Diligent Investors, LLC $1.244.555 41.137 1,58% Azioni
Lord & Richards Wealth Management, LLC $1.234.451 40.803 1,56% Azioni
Cypress Wealth Services, LLC $1.212.754 39.867 1,54% Azioni
Archer Investment Corp $1.194.870 39.869 1,51% Azioni
KFG WEALTH MANAGEMENT, LLC $1.183.593 39.122 1,50% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.035.703 34.079 1,31% Azioni
GILL CAPITAL PARTNERS, LLC $1.029.117 34.016 1,30% Azioni
AdvisorNet Financial, Inc $975.576 32.123 1,24% Azioni
IMG Wealth Management, Inc. $909.009 30.046 1,15% Azioni
Carmel Capital Partners, LLC $770.229 25.700 0,98% Azioni
CENTRAL VALLEY ADVISORS, LLC $733.748 24.253 0,93% Azioni
TRUIST FINANCIAL CORP $721.887 24.087 0,91% Azioni
Lineweaver Wealth Advisors, LLC $692.572 22.892 0,88% Azioni
KELLY FINANCIAL GROUP LLC $639.991 21.154 0,81% Azioni
Continuum Advisory, LLC $625.174 20.860 0,79% Azioni
Waverly Advisors, LLC $615.494 20.537 0,78% Azioni
NewEdge Advisors, LLC $610.669 20.376 0,77% Azioni
BROWN WEALTH MANAGEMENT, LLC $605.441 20.012 0,77% Azioni
BRASS TAX WEALTH MANAGEMENT, INC $603.531 21.007 0,76% Azioni
Farther Finance Advisors, LLC $603.111 19.935 0,76% Azioni
Main Street Financial Solutions, LLC $584.115 19.490 0,74% Azioni
Encompass More Asset Management $562.117 18.580 0,71% Azioni
Geneos Wealth Management Inc. $558.941 18.650 0,71% Azioni
FC Advisory LLC $540.704 17.872 0,68% Azioni
Kingsview Wealth Management, LLC $519.320 17.328 0,66% Azioni
Aegis Wealth Management, Inc. $481.067 15.901 0,61% Azioni
Mutual Advisors, LLC $467.052 15.584 0,59% Azioni
ENVESTNET ASSET MANAGEMENT INC $456.143 15.220 0,58% Azioni
Allworth Financial LP $449.101 14.985 0,57% Azioni
Collaborative Wealth Managment Inc. $441.248 14.723 0,56% Azioni
JIM SAULNIER & ASSOCIATES, LLC $434.415 14.495 0,55% Azioni
Reliant Wealth Planning $430.549 14.366 0,55% Azioni
Tradition Wealth Management, LLC $428.062 14.283 0,54% Azioni
INDEPENDENT FINANCIAL GROUP, LLC $387.129 12.796 0,49% Azioni
Advisory Services Network, LLC $378.461 12.628 0,48% Azioni
AssuredPartners Investment Advisors, LLC $375.254 12.521 0,48% Azioni
Glen Eagle Advisors, LLC $374.175 12.485 0,47% Azioni
NorthRock Partners, LLC $365.244 12.187 0,46% Azioni
RIVERCHASE WEALTH MANAGEMENT, LLC $357.123 11.916 0,45% Azioni
Souders Financial Advisors $350.469 11.694 0,44% Azioni
HARBOUR INVESTMENTS, INC. $348.341 11.623 0,44% Azioni
Chicago Partners Investment Group LLC $346.536 11.418 0,44% Azioni
INTEGRITY ALLIANCE, LLC. $340.100 11.348 0,43% Azioni
BECK CAPITAL MANAGEMENT, LLC $309.110 10.314 0,39% Azioni
CreativeOne Wealth, LLC $308.901 10.307 0,39% Azioni
Cerity Partners LLC $306.713 10.234 0,39% Azioni
Three Seasons Wealth, LLC $303.177 10.116 0,38% Azioni
GWN SECURITIES INC. $302.353 10.089 0,38% Azioni
Caliber Wealth Management, LLC / KS $294.096 9.813 0,37% Azioni
SYON CAPITAL LLC $290.709 9.700 0,37% Azioni
Orion Portfolio Solutions, LLC $272.921 10.195 0,35% Azioni
Insight Wealth Partners, LLC $271.499 8.974 0,34% Azioni
Jessup Wealth Management, Inc $269.048 8.893 0,34% Azioni
Soltis Investment Advisors LLC $265.466 8.858 0,34% Azioni
Creative Planning $259.480 8.658 0,33% Azioni
VICTORY FINANCIAL GROUP, LLC $259.457 8.576 0,33% Azioni
SageView Advisory Group, LLC $257.143 8.580 0,33% Azioni
Code Waechter LLC $253.709 8.386 0,32% Azioni
EVOLUTION WEALTH MANAGEMENT INC. $253.247 8.450 0,32% Azioni
Maia Wealth LLC $245.057 8.100 0,31% Azioni
MML INVESTORS SERVICES, LLC $239.640 7.996 0,30% Azioni
Steward Partners Investment Advisory, LLC $233.886 7.804 0,30% Azioni
CoreCap Advisors, LLC $233.863 7.730 0,30% Azioni
Allegiance Financial Group Advisory Services LLC $230.230 7.682 0,29% Azioni
Dynamic Advisor Solutions LLC $228.999 7.569 0,29% Azioni
Prasad Wealth Partners, LLC $206.044 6.875 0,26% Azioni
J.W. COLE ADVISORS, INC. $201.788 6.733 0,26% Azioni
RED REEF ADVISORS LLC $185.185 6.179 0,23% Azioni
CREATIVE FINANCIAL DESIGNS INC /ADV $89.910 3.000 0,11% Azioni
IFP Advisors, Inc $83.259 2.752 0,11% Azioni
DHJJ Financial Advisors, Ltd. $70.946 2.345 0,09% Azioni
CWM, LLC $55.058 1.894 0,07% Azioni
AE Wealth Management LLC $54.246 1.810 0,07% Azioni
WELLS FARGO & COMPANY/MN $50.949 1.700 0,06% Azioni
BARCLAYS PLC $48.042 1.603 0,06% Azioni
Triumph Capital Management $30.254 1.000 0,04% Azioni
IFG Advisory, LLC $29.970 1.000 0,04% Azioni
Financial Network Wealth Advisors LLC $28.801 961 0,04% Azioni
LANARK FINANCIAL, INC. $23.296 770 0,03% Azioni
MORGAN STANLEY $4.825 161 0,01% Azioni
CENTAURUS FINANCIAL, INC. $3.211 107.150 0,00% Azioni
Pinnacle Wealth Planning Services, Inc. $1.150 38 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $985 32.857 0,00% Azioni