ADX — الملاك المؤسسيون (13F)

229 مقدمي إقرار · $489.8M إجمالي · حتى تاريخ 30 سبتمبر، 2026

المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.

مؤسسة القيمة الأسهم % من 13F المتتبعة النوع
LAZARD ASSET MANAGEMENT LLC $81973470 3208355 16,73% الأسهم
RAYMOND JAMES FINANCIAL INC $33689834 1318584 6,88% الأسهم
Bensler, LLC $28861439 1129607 5,89% الأسهم
LPL Financial LLC $25984281 1016997 5,30% الأسهم
ROYAL BANK OF CANADA $24352000 953099 4,97% الأسهم
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21625466 846398 4,41% الأسهم
MORGAN STANLEY $19641415 768743 4,01% الأسهم
STIFEL FINANCIAL CORP $10560394 413322 2,16% الأسهم
Advisors Asset Management, Inc. $9028595 387161 1,84% الأسهم
Waterfront Wealth Inc. $9019029 345424 1,84% الأسهم
ARQ WEALTH ADVISORS, LLC $8830839 334882 1,80% الأسهم
BANK OF AMERICA CORP /DE/ $8187848 320464 1,67% الأسهم
WELLS FARGO & COMPANY/MN $7538464 295048 1,54% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7295277 279405 1,49% الأسهم
INTREPID FAMILY OFFICE LLC $7108674 278226 1,45% الأسهم
AMERIPRISE FINANCIAL INC $6956727 272279 1,42% الأسهم
GatePass Capital, LLC $6006422 235085 1,23% الأسهم
MAI Capital Management $5658534 221469 1,16% الأسهم
RB Capital Management, LLC $5398780 211303 1,10% الأسهم
OSAIC HOLDINGS, INC. $5141454 201219 1,05% الأسهم
FCA CORP /TX $5116527 200255 1,04% الأسهم
JONES FINANCIAL COMPANIES LLLP $4957936 197843 1,01% الأسهم
UMB Bank, n.a. $4918784 192516 1,00% الأسهم
Uncommon Cents Investing LLC $4631451 181270 0,95% الأسهم
ROBERTS GLORE & CO INC /IL/ $4108696 160810 0,84% الأسهم
Cetera Investment Advisers $3838704 150243 0,78% الأسهم
D.A. DAVIDSON & CO. $3737178 146269 0,76% الأسهم
1607 Capital Partners, LLC $3662311 143339 0,75% الأسهم
GENERAL AMERICAN INVESTORS CO INC $3350218 131124 0,68% الأسهم
INDEPENDENT FINANCIAL GROUP, LLC $3299936 129156 0,67% الأسهم
UBS Group AG $3296614 129026 0,67% الأسهم
Integrated Wealth Concepts LLC $3261612 127656 0,67% الأسهم
Priebe Wealth Holdings LLC $3242671 149363 0,66% الأسهم
Focus Partners Wealth $2542784 99522 0,52% الأسهم
Providence Wealth Advisors, LLC $2541113 98953 0,52% الأسهم
GUGGENHEIM CAPITAL LLC $2346256 91830 0,48% الأسهم
Concurrent Investment Advisors, LLC $2206344 86354 0,45% الأسهم
Advisory Advocates, LLC $2184729 85508 0,45% الأسهم
PMG Family Office LLC $2148857 84104 0,44% الأسهم
Westbourne Investment Advisors, Inc. $2141090 83800 0,44% الأسهم
Atlas Wealth LLC $2103813 82341 0,43% الأسهم
Walsh & Associates, LLC $2038660 79791 0,42% الأسهم
EVOLVE PRIVATE WEALTH, LLC $2018322 78995 0,41% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $1967763 77016 0,40% الأسهم
Waverly Advisors, LLC $1742171 68187 0,36% الأسهم
Invesco Ltd. $1716602 67186 0,35% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $1685020 65950 0,34% الأسهم
DIVERSIFIED TRUST CO $1669718 65351 0,34% الأسهم
Samalin Investment Counsel, LLC $1663438 65105 0,34% الأسهم
HighTower Advisors, LLC $1633399 63930 0,33% الأسهم
MEANS INVESTMENT CO., INC. $1597769 62535 0,33% الأسهم
Koshinski Asset Management, Inc. $1581772 61909 0,32% الأسهم
Steward Partners Investment Advisory, LLC $1573084 61569 0,32% الأسهم
Wealthspire Advisors, LLC $1347209 52729 0,28% الأسهم
Mariner, LLC $1319139 51629 0,27% الأسهم
WEST BANCORPORATION INC $1264470 49490 0,26% الأسهم
Private Advisor Group, LLC $1262919 49429 0,26% الأسهم
Lido Advisors, LLC $1221525 47809 0,25% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1220016 47750 0,25% الأسهم
Capital Investment Advisors, LLC $1216844 47626 0,25% الأسهم
Savant Capital, LLC $1199573 46950 0,24% الأسهم
JPMORGAN CHASE & CO $1198976 47241 0,24% الأسهم
LexAurum Advisors, LLC $1185086 46383 0,24% الأسهم
MassMutual Private Wealth & Trust, FSB $1148115 44936 0,23% الأسهم
Midwest Trust Co $1148115 44936 0,23% الأسهم
Capstone Financial Advisors, Inc. $1109495 43424 0,23% الأسهم
Avior Wealth Management, LLC $1028732 40263 0,21% الأسهم
OPPENHEIMER & CO INC $1025092 40121 0,21% الأسهم
Ancora Advisors LLC $1023175 40046 0,21% الأسهم
Concorde Asset Management, LLC $1013236 39657 0,21% الأسهم
RFG - Bristol Wealth Advisors, LLC $983982 38512 0,20% الأسهم
FIFTH THIRD BANCORP $941102 36834 0,19% الأسهم
UHLMANN PRICE SECURITIES, LLC $887189 34722 0,18% الأسهم
Prostatis Group LLC $886271 34688 0,18% الأسهم
Merit Financial Group, LLC $873859 34202 0,18% الأسهم
MML INVESTORS SERVICES, LLC $870910 34087 0,18% الأسهم
NewEdge Advisors, LLC $858658 33607 0,18% الأسهم
Joel Isaacson & Co., LLC $855644 33489 0,17% الأسهم
Cerity Partners LLC $824896 32286 0,17% الأسهم
Peak Asset Management, LLC $822710 32200 0,17% الأسهم
Kovack Advisors, Inc. $817179 31969 0,17% الأسهم
Navis Wealth Advisors, LLC $790645 30945 0,16% الأسهم
XTX Topco Ltd $778176 30457 0,16% الأسهم
Creative Planning $743082 29083 0,15% الأسهم
Quad-Cities Investment Group, LLC $741783 29033 0,15% الأسهم
Cannon Advisors, Inc. $741677 28406 0,15% الأسهم
Blue Trust, Inc. $727503 28474 0,15% الأسهم
Farmers National Bank $695829 27234 0,14% الأسهم
Turtle Creek Wealth Advisors, LLC $663687 25976 0,14% الأسهم
Corient Private Wealth LP $647025 25324 0,13% الأسهم
LEE DANNER & BASS INC $638750 25000 0,13% الأسهم
J.W. COLE ADVISORS, INC. $620813 24298 0,13% الأسهم
HARBOUR INVESTMENTS, INC. $601932 23559 0,12% الأسهم
Uniting Wealth Partners, LLC $592556 23192 0,12% الأسهم
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $573546 22448 0,12% الأسهم
EP Wealth Advisors, LLC $570311 22321 0,12% الأسهم
Savvy Advisors, Inc. $564757 22104 0,12% الأسهم
KING LUTHER CAPITAL MANAGEMENT CORP $561129 21962 0,11% الأسهم
AQR CAPITAL MANAGEMENT LLC $556066 21764 0,11% الأسهم
Atria Wealth Solutions, Inc. $537551 24707 0,11% الأسهم
Mezzasalma Advisors, LLC $536535 20999 0,11% الأسهم
Stratos Wealth Partners, LTD. $530373 20758 0,11% الأسهم
RETIREMENT PLANNING GROUP, LLC / NY $518793 20305 0,11% الأسهم
World Investment Advisors $506511 22657 0,10% الأسهم
KINGSWOOD WEALTH ADVISORS, LLC $493447 19313 0,10% الأسهم
Sage Capital Advisors,llc $478302 18720 0,10% الأسهم
Allegheny Financial Group $471985 18473 0,10% الأسهم
PNC Financial Services Group, Inc. $467259 18288 0,10% الأسهم
WESBANCO BANK INC $454101 17773 0,09% الأسهم
KESTRA PRIVATE WEALTH SERVICES, LLC $441774 17291 0,09% الأسهم
MinichMacGregor Wealth Management, LLC $438677 17169 0,09% الأسهم
CAPTRUST FINANCIAL ADVISORS $438605 17167 0,09% الأسهم
Capital Market Strategies LLC $436593 20110 0,09% الأسهم
MCDONALD PARTNERS LLC $436373 17079 0,09% الأسهم
Intrua Financial, LLC $433933 16984 0,09% الأسهم
REGIONS FINANCIAL CORP $414344 16217 0,08% الأسهم
Carnick & Kubik Group, LLC $409743 21577 0,08% الأسهم
Pathstone Holdings, LLC $391911 15339 0,08% الأسهم
NewEdge Wealth, LLC $378472 14813 0,08% الأسهم
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $371497 14540 0,08% الأسهم
K2 PRINCIPAL FUND, L.P. $370986 14520 0,08% الأسهم
Generation Capital Management LLC $353326 13829 0,07% الأسهم
SMH CAPITAL ADVISORS INC $339355 13282 0,07% الأسهم
Brookstone Capital Management $336680 13177 0,07% الأسهم
Closed-End Fund Advisors, Inc. $331240 12964 0,07% الأسهم
MSH Capital Advisors LLC $330670 12942 0,07% الأسهم
&PARTNERS $327042 12800 0,07% الأسهم
Kestra Advisory Services, LLC $326270 12770 0,07% الأسهم
FOUNDERS CAPITAL MANAGEMENT, LLC $316099 12372 0,06% الأسهم
CITADEL ADVISORS LLC $306115 11981 0,06% الأسهم
BANK OF MONTREAL /CAN/ $303687 11886 0,06% الأسهم
CHOREO, LLC $303488 11878 0,06% الأسهم
Hamrick Investment Counsel, llc $297684 11651 0,06% الأسهم
Harbour Wealth Management Group, Inc. $295997 11585 0,06% الأسهم
Laird Norton Wetherby Wealth Management, LLC $294426 13203 0,06% الأسهم
TRUIST FINANCIAL CORP $294336 11520 0,06% الأسهم
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $291347 11403 0,06% الأسهم
Abel Hall, LLC $286160 11200 0,06% الأسهم
Bryn Mawr Trust Advisors, LLC $282379 11052 0,06% الأسهم
Equitable Holdings, Inc. $278284 10892 0,06% الأسهم
Snowden Capital Advisors LLC $276604 10826 0,06% الأسهم
SILVERLAKE WEALTH MANAGEMENT LLC $276477 10821 0,06% الأسهم
Sterling Manor Financial, LLC $275770 12598 0,06% الأسهم
Blue Chip Partners, LLC $274517 10744 0,06% الأسهم
Benchmark Financial Wealth Advisors, LLC $266831 10444 0,05% الأسهم
CWM, LLC $266225 12162 0,05% الأسهم
Bernicke Wealth Management, Ltd. $265947 10409 0,05% الأسهم
VISTA INVESTMENT PARTNERS II, LLC $265567 10394 0,05% الأسهم
CRA Financial Services, LLC $255500 10000 0,05% الأسهم
Post Resch Tallon Group Inc. $253490 9921 0,05% الأسهم
Sequoia Financial Advisors, LLC $250876 9819 0,05% الأسهم
Valmark Advisers, Inc. $250313 9797 0,05% الأسهم
StoneX Group Inc. $248445 9724 0,05% الأسهم
ENVESTNET ASSET MANAGEMENT INC $242827 9504 0,05% الأسهم
Vantage Financial Partners, LLC $240961 10333 0,05% الأسهم
Pinion Investment Advisors, LLC $239967 9392 0,05% الأسهم
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $237027 9277 0,05% الأسهم
GoalVest Advisory LLC $234086 9119 0,05% الأسهم
Dana Investment Advisors, Inc. $233945 9156 0,05% الأسهم
Tradewinds Capital Management, LLC $226787 8876 0,05% الأسهم
Allworth Financial LP $214743 8405 0,04% الأسهم
Modern Wealth Management, LLC $213086 8340 0,04% الأسهم
Confluence Wealth Services, Inc. $212901 8333 0,04% الأسهم
IFP Advisors, Inc $208360 8155 0,04% الأسهم
Hudock, Inc. $206981 8101 0,04% الأسهم
Strategic Family Wealth Counselors, L.L.C. $206734 8091 0,04% الأسهم
US BANCORP \DE\ $205652 8049 0,04% الأسهم
Lakeridge Wealth Management LLC $204486 8003 0,04% الأسهم
Kingsview Wealth Management, LLC $201820 7899 0,04% الأسهم
CIBC Private Wealth Group LLC $199741 8957 0,04% الأسهم
FINANCIAL CONSULATE, INC $199506 7808 0,04% الأسهم
Sunbelt Securities, Inc. $170742 7800 0,03% الأسهم
Glen Eagle Advisors, LLC $158339 6197 0,03% الأسهم
First Command Advisory Services, Inc. $112931 4420 0,02% الأسهم
FIRST COMMUNITY TRUST NA $102445 4680 0,02% الأسهم
PRIVATE TRUST CO NA $101462 3971 0,02% الأسهم
Rockefeller Capital Management L.P. $83800 3279 0,02% الأسهم
COMERICA BANK $82481 3537 0,02% الأسهم
LRI Investments, LLC $80942 3168 0,02% الأسهم
Buck Wealth Strategies, LLC $77571 3036 0,02% الأسهم
SECURITY NATIONAL BANK OF SO DAK $68653 2687 0,01% الأسهم
BAYBAN $62189 2434 0,01% الأسهم
ASSETMARK, INC $52122 2040 0,01% الأسهم
Archer Investment Corp $48264 1889 0,01% الأسهم
JPL Wealth Management, LLC $37610 1472 0,01% الأسهم
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $36926 1445 0,01% الأسهم
SIGNATUREFD, LLC $36792 1440 0,01% الأسهم
ROTHSCHILD INVESTMENT LLC $36204 1417 0,01% الأسهم
Farther Finance Advisors, LLC $35532 1400 0,01% الأسهم
TRUST CO OF VERMONT $30737 1203 0,01% الأسهم
Atlantic Union Bankshares Corp $30022 1175 0,01% الأسهم
Institute for Wealth Management, LLC. $28586 1119 0,01% الأسهم
Westfuller Advisors, LLC $28460 1276 0,01% الأسهم
COHEN & STEERS, INC. $28147 1101635 0,01% الأسهم
ATWOOD & PALMER INC $27007 1057 0,01% الأسهم
Millstone Evans Group, LLC $26470 1036 0,01% الأسهم
Arax Advisory Partners $24784 970 0,01% الأسهم
BlackRock, Inc. $24605 963 0,01% الأسهم
Caldwell Trust Co $24605 963 0,01% الأسهم
Larson Financial Group LLC $22632 886 0,00% الأسهم
Sandy Spring Bank $18516 975 0,00% الأسهم
Napier Financial, LLC $17093 669 0,00% الأسهم
Dunhill Financial, LLC $16470 644 0,00% الأسهم
CREATIVE FINANCIAL DESIGNS INC /ADV $16469 645 0,00% الأسهم
Bangor Savings Bank $16173 633 0,00% الأسهم
Kathleen S. Wright Associates Inc. $14830 665 0,00% الأسهم
MATHER GROUP, LLC. $13585 532 0,00% الأسهم
ARMSTRONG ADVISORY GROUP, INC $12775 500 0,00% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11908 544 0,00% الأسهم
Basepoint Wealth LLC $9377 367 0,00% الأسهم
Thomas J. Herzfeld Advisors, Inc. $8169 320 0,00% الأسهم
Hilltop National Bank $8099 317 0,00% الأسهم
SRH ADVISORS, LLC $7997 313 0,00% الأسهم
Spectrum Wealth Advisory Group, LLC $6477 253 0,00% الأسهم
CoreCap Advisors, LLC $5595 219 0,00% الأسهم
Morton Brown Family Wealth, LLC $4957 194 0,00% الأسهم
MARYLAND CAPITAL ADVISORS INC. $4472 175 0,00% الأسهم
Stolper Co $2749 107587 0,00% الأسهم
WHITTIER TRUST CO $2699 105 0,00% الأسهم
Russell Investments Group, Ltd. $1635 64 0,00% الأسهم
DELTA CAPITAL MANAGEMENT LLC $1630 63801 0,00% الأسهم
Janney Montgomery Scott LLC $1456 56980 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $1153 45131 0,00% الأسهم
Global Retirement Partners, LLC $511 20 0,00% الأسهم
PARK AVENUE SECURITIES LLC $410 16028 0,00% الأسهم
BESSEMER GROUP INC $295 11530 0,00% الأسهم
CITIGROUP INC $128 5 0,00% الأسهم
HUNTINGTON NATIONAL BANK $26 1 0,00% الأسهم
WPG Advisers, LLC $26 1 0,00% الأسهم