ZSEP — Proprietari istituzionali (13F)

106 filer · $102.0M 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 $13.492.654 489.588 13,23% Azioni
Soltis Investment Advisors LLC $11.391.897 413.361 11,17% Azioni
Kestra Advisory Services, LLC $4.609.249 167.249 4,52% Azioni
KFG WEALTH MANAGEMENT, LLC $4.178.561 150.092 4,10% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $3.984.590 144.583 3,91% Azioni
TRUIST FINANCIAL CORP $3.566.849 129.425 3,50% Azioni
SIGNATUREFD, LLC $3.501.576 125.775 3,43% Azioni
HighTower Advisors, LLC $3.161.150 114.704 3,10% Azioni
Signal Advisors Wealth, LLC $2.674.505 96.067 2,62% Azioni
Triad Wealth Partners, LLC $2.241.816 80.525 2,20% Azioni
Lord & Richards Wealth Management, LLC $2.222.216 79.821 2,18% Azioni
Cetera Investment Advisers $2.133.247 77.406 2,09% Azioni
Madrona Financial Services, LLC $1.673.602 60.115 1,64% Azioni
Vantage Financial Partners, LLC $1.478.996 55.228 1,45% Azioni
DAVENPORT & Co LLC $1.348.514 48.438 1,32% Azioni
Chicago Partners Investment Group LLC $1.263.358 45.265 1,24% Azioni
OSAIC HOLDINGS, INC. $1.237.302 44.896 1,21% Azioni
LPL Financial LLC $1.182.813 42.919 1,16% Azioni
MONEY CONCEPTS CAPITAL CORP $1.158.120 42.023 1,14% Azioni
Independent Wealth Network Inc. $1.059.368 38.052 1,04% Azioni
Brookstone Capital Management $1.020.642 36.661 1,00% Azioni
Encompass More Asset Management $1.002.546 36.011 0,98% Azioni
Concurrent Investment Advisors, LLC $991.052 35.598 0,97% Azioni
BROWN WEALTH MANAGEMENT, LLC $979.940 35.199 0,96% Azioni
Integrity Advisory Solutions, LLC $921.965 33.454 0,90% Azioni
Three Seasons Wealth, LLC $910.997 33.056 0,89% Azioni
CRA Financial Services, LLC $904.382 32.485 0,89% Azioni
Noble Wealth Management PBC $897.951 32.254 0,88% Azioni
TopTier Wealth Management, LLC $849.120 30.500 0,83% Azioni
Lineweaver Wealth Advisors, LLC $840.350 30.185 0,82% Azioni
Atria Wealth Solutions, Inc. $838.156 32.380 0,82% Azioni
RAYMOND JAMES FINANCIAL INC $829.090 30.084 0,81% Azioni
MML INVESTORS SERVICES, LLC $804.122 29.178 0,79% Azioni
OLD MISSION CAPITAL LLC $795.303 28.858 0,78% Azioni
Advisory Services Network, LLC $767.717 27.857 0,75% Azioni
CANANDAIGUA NATIONAL BANK & TRUST CO $760.255 27.308 0,75% Azioni
CENTRAL VALLEY ADVISORS, LLC $725.872 26.073 0,71% Azioni
Cypress Wealth Services, LLC $715.640 25.513 0,70% Azioni
Heck Capital Advisors, LLC $711.869 25.570 0,70% Azioni
Chris Bulman Inc $668.328 24.006 0,66% Azioni
Strategic Blueprint, LLC $615.904 22.123 0,60% Azioni
FC Advisory LLC $591.480 21.246 0,58% Azioni
Beacon Pointe Advisors, LLC $591.228 21.453 0,58% Azioni
GOLDMAN SACHS GROUP INC $550.109 19.961 0,54% Azioni
Farther Finance Advisors, LLC $517.973 18.605 0,51% Azioni
DIVERSIFY WEALTH MANAGEMENT, LLC $515.216 18.394 0,51% Azioni
Diversify Advisory Services, LLC $515.216 18.394 0,51% Azioni
Insight Wealth Partners, LLC $489.733 17.591 0,48% Azioni
Comprehensive Financial Consultants Institutional, Inc. $483.748 17.376 0,47% Azioni
ATX Financial Planning, LLC $438.949 15.767 0,43% Azioni
Steward Partners Investment Advisory, LLC $429.207 15.574 0,42% Azioni
Glen Eagle Advisors, LLC $427.443 15.510 0,42% Azioni
Main Street Financial Solutions, LLC $425.735 15.448 0,42% Azioni
Commonwealth Financial Services, LLC $418.797 15.043 0,41% Azioni
Souders Financial Advisors $402.364 14.600 0,39% Azioni
Ballast Rock Private Wealth LLC $399.718 14.358 0,39% Azioni
Sowell Financial Services LLC $397.501 14.278 0,39% Azioni
Wheelhouse Advisory Group LLC $384.443 13.809 0,38% Azioni
FSA Advisors, Inc. $379.325 13.764 0,37% Azioni
BRASS TAX WEALTH MANAGEMENT, INC $376.961 14.230 0,37% Azioni
Rossmore Private Capital $372.778 13.390 0,37% Azioni
Waverly Advisors, LLC $367.364 13.330 0,36% Azioni
JPMORGAN CHASE & CO $361.782 13.139 0,35% Azioni
AdvisorNet Financial, Inc $357.408 12.792 0,35% Azioni
Mutual Advisors, LLC $341.844 12.404 0,34% Azioni
Trek Financial, LLC $337.077 12.231 0,33% Azioni
Jessup Wealth Management, Inc $326.563 11.730 0,32% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $297.689 10.641 0,29% Azioni
IMG Wealth Management, Inc. $276.390 9.928 0,27% Azioni
DHJJ Financial Advisors, Ltd. $271.440 9.750 0,27% Azioni
CreativeOne Wealth, LLC $269.198 9.768 0,26% Azioni
WPWealth LLP $265.808 9.645 0,26% Azioni
Weaver Consulting Group $251.952 9.050 0,25% Azioni
Archer Investment Corp $250.513 9.090 0,25% Azioni
Straight Path Wealth Management $250.170 8.986 0,25% Azioni
Sound View Wealth Advisors Group, LLC $244.726 8.880 0,24% Azioni
McAdam, LLC $243.923 8.762 0,24% Azioni
Bluesphere Advisors LLC $234.631 8.428 0,23% Azioni
CITADEL ADVISORS LLC $234.584 8.512 0,23% Azioni
Clearstead Advisors, LLC $234.116 8.495 0,23% Azioni
Marshall Financial Group, LLC $223.744 8.119 0,22% Azioni
Atria Investments, Inc $217.180 7.801 0,21% Azioni
Sigma Planning Corp $207.883 7.467 0,20% Azioni
HARBOUR INVESTMENTS, INC. $159.513 5.788 0,16% Azioni
Alpine Bank Wealth Management $158.688 5.700 0,16% Azioni
Ashton Thomas Private Wealth, LLC $156.950 5.695 0,15% Azioni
Physician Wealth Advisors, Inc. $153.120 5.500 0,15% Azioni
Continuum Advisory, LLC $146.339 5.310 0,14% Azioni
Allworth Financial LP $131.127 4.758 0,13% Azioni
Triumph Capital Management $127.897 4.594 0,13% Azioni
HARBOR INVESTMENT ADVISORY, LLC $111.304 3.998 0,11% Azioni
Grove Bank & Trust $99.946 3.590 0,10% Azioni
IFP Advisors, Inc $97.356 3.497 0,10% Azioni
CoreCap Advisors, LLC $73.189 2.628 0,07% Azioni
Cape Investment Advisory, Inc. $72.857 2.617 0,07% Azioni
AE Wealth Management LLC $71.681 2.601 0,07% Azioni
EVOLUTION WEALTH MANAGEMENT INC. $65.866 2.390 0,06% Azioni
Financial Network Wealth Advisors LLC $39.795 1.444 0,04% Azioni
IFS Advisors, LLC $26.531 953 0,03% Azioni
SHP Wealth Management $17.969 652 0,02% Azioni
BARCLAYS PLC $9.535 346 0,01% Azioni
Key Capital Management, INC $4.823 175 0,00% Azioni
CENTAURUS FINANCIAL, INC. $1.543 55.973 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $706 25.615 0,00% Azioni
HRT FINANCIAL LP $438 15.910 0,00% Azioni
Capital Analysts, LLC $27 996 0,00% Azioni