BALI — الملاك المؤسسيون (13F)

192 مقدمي إقرار · $985.7M 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
ENVESTNET ASSET MANAGEMENT INC $115501052 3414161 11,72% الأسهم
LPL Financial LLC $99510845 2941497 10,10% الأسهم
AMERIPRISE FINANCIAL INC $69029321 2040344 7,00% الأسهم
FMR LLC $61508994 1818179 6,24% الأسهم
BANK OF AMERICA CORP /DE/ $60614308 1791732 6,15% الأسهم
Cetera Investment Advisers $41539391 1227887 4,21% الأسهم
WELLS FARGO & COMPANY/MN $35831811 1059173 3,64% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34560144 1021583 3,51% الأسهم
FUKOKU MUTUAL LIFE INSURANCE Co $24932710 737000 2,53% الأسهم
EWG Elevate Inc. $23355646 735843 2,37% الأسهم
Avior Wealth Management, LLC $22946547 665889 2,33% الأسهم
OSAIC HOLDINGS, INC. $21309357 629891 2,16% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $20681881 611347 2,10% الأسهم
JPMORGAN CHASE & CO $20622909 613047 2,09% الأسهم
Envestnet Portfolio Solutions, Inc. $19235163 568583 1,95% الأسهم
MORGAN STANLEY $19010770 561949 1,93% الأسهم
Vestmark Advisory Solutions, Inc. $17737441 524311 1,80% الأسهم
ASSETMARK, INC $14239357 413214 1,44% الأسهم
Patriot Financial Group Insurance Agency, LLC $11612088 336973 1,18% الأسهم
RAYMOND JAMES FINANCIAL INC $11255985 332722 1,14% الأسهم
MML INVESTORS SERVICES, LLC $10727060 317087 1,09% الأسهم
Decker Wealth Management LLC $10437383 302884 1,06% الأسهم
Arax Advisory Partners $10270857 303602 1,04% الأسهم
DIVERSIFY WEALTH MANAGEMENT, LLC $9823933 283192 1,00% الأسهم
Diversify Advisory Services, LLC $9823933 283192 1,00% الأسهم
Equitable Holdings, Inc. $8192726 242173 0,83% الأسهم
U.S. Capital Wealth Advisors, LLC $8077133 262159 0,82% الأسهم
SOUTHERN CAPITAL SERVICES INC /ADV $7548730 219058 0,77% الأسهم
Next Level Private LLC $7020436 203727 0,71% الأسهم
Cornerstone Wealth Group, LLC $6112071 180670 0,62% الأسهم
JB Capital LLC $6078667 176398 0,62% الأسهم
PARK AVENUE SECURITIES LLC $5927000 171988 0,60% الأسهم
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $5399919 156701 0,55% الأسهم
Sanctuary Advisors, LLC $5312057 157022 0,54% الأسهم
Keeler Thomas Management LLC $4131266 122118 0,42% الأسهم
INDEPENDENT FINANCIAL GROUP, LLC $3962565 114990 0,40% الأسهم
CreativeOne Wealth, LLC $3730558 110274 0,38% الأسهم
Semus Wealth Partners LLC $3695500 107240 0,37% الأسهم
HighTower Advisors, LLC $3592315 106187 0,36% الأسهم
Triad Wealth Partners, LLC $3586314 104072 0,36% الأسهم
United Advisor Group, LLC $3571640 105576 0,36% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3248791 105446 0,33% الأسهم
BEACON FINANCIAL GROUP $2958480 85853 0,30% الأسهم
FIDUCIARY FINANCIAL ADVISORS $2759928 81581 0,28% الأسهم
DRIVE WEALTH MANAGEMENT, LLC $2730547 80714 0,28% الأسهم
Flagship Private Wealth, LLC $2626470 77637 0,27% الأسهم
Kelly Financial Services LLC $2597783 75385 0,26% الأسهم
ROYAL BANK OF CANADA $2587000 76465 0,26% الأسهم
3EDGE Asset Management, LP $2506668 74096 0,25% الأسهم
Private Advisor Group, LLC $2378961 70321 0,24% الأسهم
Founders Financial Alliance, LLC $2365022 69909 0,24% الأسهم
ARWA LLC $2227849 63890 0,23% الأسهم
ShoreHaven Wealth Partners, LLC $2189682 63543 0,22% الأسهم
Orion Porfolio Solutions, LLC $2184710 64579 0,22% الأسهم
Cerity Partners LLC $2097651 62004 0,21% الأسهم
Integrated Wealth Concepts LLC $1922898 56840 0,20% الأسهم
Sequoia Financial Advisors, LLC $1896984 56074 0,19% الأسهم
FIRST HORIZON CORP $1879965 54555 0,19% الأسهم
Gotham Asset Management, LLC $1821340 53838 0,18% الأسهم
Sovran Advisors, LLC $1800989 53394 0,18% الأسهم
BETO FINANCIAL GROUP, LLC $1679615 49855 0,17% الأسهم
Detalus Advisors, LLC $1630027 47302 0,17% الأسهم
Apollon Wealth Management, LLC $1592967 46227 0,16% الأسهم
Confluence Wealth Services, Inc. $1579119 46679 0,16% الأسهم
Invst, LLC $1522244 44997 0,15% الأسهم
Stratos Wealth Partners, LTD. $1502174 44403 0,15% الأسهم
Quadrant Private Wealth Management, LLC $1430299 42279 0,15% الأسهم
RDA Financial Network $1374885 39898 0,14% الأسهم
SHEETS SMITH WEALTH MANAGEMENT $1361665 39514 0,14% الأسهم
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $1344768 39425 0,14% الأسهم
Integrated Advisors Network LLC $1326741 38501 0,13% الأسهم
Embree Financial Group $1305990 37899 0,13% الأسهم
Simplicity Wealth,LLC $1246625 36176 0,13% الأسهم
NewEdge Advisors, LLC $1030304 30456 0,10% الأسهم
BlackRock, Inc. $1028703 30408 0,10% الأسهم
GTS SECURITIES LLC $935027 27639 0,09% الأسهم
Snowden Capital Advisors LLC $931230 27527 0,09% الأسهم
Synergy Investment Management, LLC $921463 27238 0,09% الأسهم
Skyline Advisors, Inc. $897986 26544 0,09% الأسهم
Avantra Family Wealth, Inc. $885385 25693 0,09% الأسهم
Gladstone Institutional Advisory LLC $864693 25560 0,09% الأسهم
SigFig Wealth Management, LLC $738409 21428 0,07% الأسهم
OpenArc Corporate Advisory, LLC $738306 21425 0,07% الأسهم
NorthRock Partners, LLC $717636 21213 0,07% الأسهم
PMG Family Office LLC $717285 20815 0,07% الأسهم
Dynasty Wealth Management, LLC $698360 20643 0,07% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686580 20295 0,07% الأسهم
Transamerica Financial Advisors, LLC $685437 20261 0,07% الأسهم
V2 Financial group LLC $674668 19943 0,07% الأسهم
EHRLICH FINANCIAL GROUP $673555 19546 0,07% الأسهم
OneDigital Investment Advisors LLC $657715 19442 0,07% الأسهم
Sunbelt Securities, Inc. $642276 20846 0,07% الأسهم
Perennial Investment Advisors, LLC $628417 18576 0,06% الأسهم
Clarity Wealth Advisors, LLC $609942 17700 0,06% الأسهم
Kingsview Wealth Management, LLC $601231 17772 0,06% الأسهم
GeoWealth Management, LLC $593997 17559 0,06% الأسهم
Mariner, LLC $586172 17327 0,06% الأسهم
MGO ONE SEVEN LLC $554893 16402 0,06% الأسهم
Security Financial Services, INC. $537254 15881 0,05% الأسهم
Summit X, LLC $534853 17763 0,05% الأسهم
HARBOUR INVESTMENTS, INC. $525414 15531 0,05% الأسهم
Per Stirling Capital Management, LLC. $509006 15046 0,05% الأسهم
Atria Wealth Solutions, Inc. $508829 16899 0,05% الأسهم
UNITED CAPITAL FINANCIAL ADVISORS, LLC $508752 15027 0,05% الأسهم
Summit Financial, LLC $504066 14900 0,05% الأسهم
Creative Planning $502697 14860 0,05% الأسهم
Arkadios Wealth Advisors $492622 14561 0,05% الأسهم
High Net Worth Advisory Group LLC $455734 13225 0,05% الأسهم
Two West Capital Advisors LLC $455397 13223 0,05% الأسهم
Strategic Blueprint, LLC $450875 13084 0,05% الأسهم
Wealth Quarterback LLC $446977 12971 0,05% الأسهم
Fortis Advisors, LLC $443442 13108 0,04% الأسهم
J.W. COLE ADVISORS, INC. $436958 12916 0,04% الأسهم
Edge Financial Advisors LLC $431086 13608 0,04% الأسهم
Onyx Bridge Wealth Group LLC $426035 12363 0,04% الأسهم
Encompass More Asset Management $415071 12045 0,04% الأسهم
Orion Portfolio Solutions, LLC $414835 14409 0,04% الأسهم
Ausdal Financial Partners, Inc. $413234 12215 0,04% الأسهم
Atlas Private Wealth Advisors $413144 11989 0,04% الأسهم
World Investment Advisors $394614 12207 0,04% الأسهم
SAGESPRING WEALTH PARTNERS, LLC $381059 11058 0,04% الأسهم
Vision Retirement, LLC $376214 11121 0,04% الأسهم
WEALTH ALLIANCE, LLC $373063 11028 0,04% الأسهم
Concurrent Investment Advisors, LLC $367697 10670 0,04% الأسهم
Icon Wealth Advisors, LLC $357008 10553 0,04% الأسهم
LifeGoal Investments, LLC $345780 10034 0,04% الأسهم
VALICENTI ADVISORY SERVICES INC $328000 9522 0,03% الأسهم
Advyzon Investment Management, LLC $321486 9503 0,03% الأسهم
LOCKERMAN FINANCIAL GROUP, INC. $319789 9280 0,03% الأسهم
UNIQUE WEALTH, LLC $315998 9170 0,03% الأسهم
SeaCrest Wealth Management, LLC $304489 8836 0,03% الأسهم
Krasney Financial LLC $289157 9385 0,03% الأسهم
West Wealth Group, LLC $284519 8256 0,03% الأسهم
Collaborative Wealth Managment Inc. $280789 8300 0,03% الأسهم
IFG Advisory, LLC $279845 8272 0,03% الأسهم
TRUIST FINANCIAL CORP $279639 8266 0,03% الأسهم
Apollon Financial, LLC $275680 8000 0,03% الأسهم
Calamos Wealth Management LLC $271993 8040 0,03% الأسهم
Madison Wealth Partners, Inc $271926 8038 0,03% الأسهم
SILVERLAKE WEALTH MANAGEMENT LLC $268409 7789 0,03% الأسهم
ELEVATION POINT WEALTH PARTNERS, LLC $265092 7836 0,03% الأسهم
Tennessee Valley Asset Management Partners $261805 7739 0,03% الأسهم
Visionary Horizons, LLC $244378 7091 0,02% الأسهم
Transcendent Capital Group LLC $237194 7011 0,02% الأسهم
WETZEL INVESTMENT ADVISORS, INC. $231020 6704 0,02% الأسهم
Redhawk Wealth Advisors, Inc. $229014 6646 0,02% الأسهم
ASHTON THOMAS SECURITIES, LLC $223990 6500 0,02% الأسهم
WILLNER & HELLER, LLC $216414 6397 0,02% الأسهم
Gateway Wealth Partners, LLC $212366 6277 0,02% الأسهم
Oregon Pacific Wealth Management, LLC $202969 5890 0,02% الأسهم
FIFTH THIRD BANCORP $202811 5995 0,02% الأسهم
Wealthcare Advisory Partners LLC $201332 5842 0,02% الأسهم
Estate Counselors, LLC $200037 5913 0,02% الأسهم
Harborfront Financial Group LLC $184585 5456 0,02% الأسهم
Farther Finance Advisors, LLC $173162 5025 0,02% الأسهم
IAG Wealth Partners, LLC $162249 4796 0,02% الأسهم
Spire Wealth Management $136937 4048 0,01% الأسهم
SHP Wealth Management $131167 3877 0,01% الأسهم
COMERICA BANK $125263 3954 0,01% الأسهم
Global Retirement Partners, LLC $104805 3098 0,01% الأسهم
BANK OF MONTREAL /CAN/ $90479 2675 0,01% الأسهم
Rockefeller Capital Management L.P. $82545 2440 0,01% الأسهم
IFP Advisors, Inc $74709 2168 0,01% الأسهم
Rossby Financial, LCC $67085 1983 0,01% الأسهم
Aptus Capital Advisors, LLC $60826 1798 0,01% الأسهم
AE Wealth Management LLC $55409 1638 0,01% الأسهم
Steward Partners Investment Advisory, LLC $48884 1445 0,00% الأسهم
US BANCORP \DE\ $37484 1108 0,00% الأسهم
FTB Advisors, Inc. $36553 1214 0,00% الأسهم
West Branch Capital LLC $34840 1011 0,00% الأسهم
PRIVATE TRUST CO NA $27189 789 0,00% الأسهم
Qube Research & Technologies Ltd $27165 803 0,00% الأسهم
Golden State Wealth Management, LLC $23033 680 0,00% الأسهم
MCF Advisors LLC $11232 332 0,00% الأسهم
Ashton Thomas Private Wealth, LLC $11164 330 0,00% الأسهم
Granite Bay Wealth Management, LLC $10514 310798 0,00% الأسهم
Larson Financial Group LLC $10149 300 0,00% الأسهم
Portfolio Resources Advisor Group, Inc. $9683 281 0,00% الأسهم
Janney Montgomery Scott LLC $5567 164563 0,00% الأسهم
Signature Equity Partners, LLC $5176 153 0,00% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $5075 150 0,00% الأسهم
Silver Grove Financial Group, Inc. $5007 148 0,00% الأسهم
CWM, LLC $3728 121 0,00% الأسهم
Continuum Advisory, LLC $3112 92 0,00% الأسهم
Meramec Financial Planners, LLC $3099 92 0,00% الأسهم
Godfrey Financial Associates, Inc. $2706 80 0,00% الأسهم
UBS Group AG $880 26 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $688 20332 0,00% الأسهم
DHJJ Financial Advisors, Ltd. $345 10 0,00% الأسهم
Colonial Trust Co / SC $203 6 0,00% الأسهم
BESSEMER GROUP INC $52 1528 0,00% الأسهم
HANTZ FINANCIAL SERVICES, INC. $1 17 0,00% الأسهم