CLOA — الملاك المؤسسيون (13F)

255 مقدمي إقرار · $1.6B إجمالي · حتى تاريخ 30 يونيو، 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
Richard Bernstein Advisors LLC $320685979 6186664 20,53% الأسهم
BlackRock, Inc. $122521513 2360268 7,84% الأسهم
ENVESTNET ASSET MANAGEMENT INC $104751459 2017944 6,70% الأسهم
LPL Financial LLC $102165579 1968129 6,54% الأسهم
Advocacy Wealth Management, LLC $57097061 1099924 3,65% الأسهم
MORGAN STANLEY $50209922 967249 3,21% الأسهم
INSPIRION WEALTH ADVISORS, LLC $34258389 662318 2,19% الأسهم
Cetera Investment Advisers $33640000 648045 2,15% الأسهم
JPMORGAN CHASE & CO $30489713 587131 1,95% الأسهم
Pallas Capital Advisors LLC $28465107 548355 1,82% الأسهم
CenturyLink Investment Management Co $26557156 511600 1,70% الأسهم
MML INVESTORS SERVICES, LLC $24662909 475109 1,58% الأسهم
Vestmark Advisory Solutions, Inc. $23037250 443792 1,47% الأسهم
Goldstone Financial Group, LLC $19015251 366312 1,22% الأسهم
OneDigital Investment Advisors LLC $17789780 342704 1,14% الأسهم
Macro Advisors, Inc. $15616760 300843 1,00% الأسهم
Tower Research Capital LLC (TRC) $15453140 297691 0,99% الأسهم
Cascade Wealth Advisors, Inc $14697057 283645 0,94% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $14340340 276254 0,92% الأسهم
Ferguson Shapiro LLC $14100678 271637 0,90% الأسهم
ASSETMARK, INC $12605201 242828 0,81% الأسهم
CacheTech Inc. $12587053 242478 0,81% الأسهم
August Group Capital Ltd $12550027 241765 0,80% الأسهم
STAR Financial Bank $12320216 237338 0,79% الأسهم
AE Wealth Management LLC $11765873 226661 0,75% الأسهم
Envestnet Portfolio Solutions, Inc. $11526512 222048 0,74% الأسهم
Prime Capital Investment Advisors, LLC $10894081 209865 0,70% الأسهم
Adams Wealth Management $10808097 208208 0,69% الأسهم
BAR HARBOR WEALTH MANAGEMENT $10727357 206653 0,69% الأسهم
Keel Point, LLC $10696270 206054 0,68% الأسهم
CITIGROUP INC $10382415 200008 0,66% الأسهم
NorthCoast Asset Management LLC $10061360 193823 0,64% الأسهم
Cannon Capital Management, Inc. $9697463 186813 0,62% الأسهم
DRIVE WEALTH MANAGEMENT, LLC $9391498 180919 0,60% الأسهم
Equitable Holdings, Inc. $9250304 178199 0,59% الأسهم
ODonnell Financial Services, LLC $8554880 164802 0,55% الأسهم
BANK OF MONTREAL /CAN/ $8488374 163521 0,54% الأسهم
E6 Portfolios, LLC $8139408 156798 0,52% الأسهم
COURIER CAPITAL LLC $7879834 151798 0,50% الأسهم
OSAIC HOLDINGS, INC. $7583831 146087 0,49% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7557319 145585 0,48% الأسهم
ELEVATION POINT WEALTH PARTNERS, LLC $7478888 144074 0,48% الأسهم
STIFEL FINANCIAL CORP $7190577 138520 0,46% الأسهم
Client First Capital LLC $7132174 137395 0,46% الأسهم
KICKSTAND VENTURES, LLC. $6649584 128098 0,43% الأسهم
STOCK YARDS BANK & TRUST CO $6395106 123196 0,41% الأسهم
NewEdge Wealth, LLC $6157885 118626 0,39% الأسهم
DIVERSIFY WEALTH MANAGEMENT, LLC $6054049 116615 0,39% الأسهم
Diversify Advisory Services, LLC $6054049 116615 0,39% الأسهم
ATX Financial Planning, LLC $5996878 115525 0,38% الأسهم
UBS Group AG $5978215 115165 0,38% الأسهم
ALLSTATE CORP $5744361 110660 0,37% الأسهم
Private Advisor Group, LLC $5653099 108902 0,36% الأسهم
Prasad Wealth Partners, LLC $5645669 108759 0,36% الأسهم
Prospera Financial Services Inc $5145113 99097 0,33% الأسهم
Bulwark Capital Corp $5116613 98567 0,33% الأسهم
Meiji Yasuda Life Insurance Co $5087180 98000 0,33% الأسهم
SCOTIA CAPITAL INC. $4825716 92963 0,31% الأسهم
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4542409 87429 0,29% الأسهم
CAPTRUST FINANCIAL ADVISORS $4498832 86666 0,29% الأسهم
Ameritas Advisory Services, LLC $4456862 85857 0,29% الأسهم
POTENTIA WEALTH $4074418 78490 0,26% الأسهم
WINTON GROUP Ltd $4050693 78033 0,26% الأسهم
RAYMOND JAMES FINANCIAL INC $3919278 75501 0,25% الأسهم
Aureus Asset Management, LLC $3889876 74935 0,25% الأسهم
GOLDMAN SACHS GROUP INC $3866620 74487 0,25% الأسهم
Rockport Wealth LLC $3756989 72375 0,24% الأسهم
Kurv Investment Management LLC $3703898 6725 0,24% عقد خيار الشراء
JB Capital LLC $3588716 69133 0,23% الأسهم
SCHRODER INVESTMENT MANAGEMENT GROUP $3422654 65909 0,22% الأسهم
Triad Wealth Partners, LLC $3409890 65841 0,22% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3155818 60882 0,20% الأسهم
Lido Advisors, LLC $3094022 59604 0,20% الأسهم
HUB Investment Partners, LLC $2837764 54667 0,18% الأسهم
Mutual Advisors, LLC $2752491 53024 0,18% الأسهم
Landing Point Financial Group, LLC $2724908 52493 0,17% الأسهم
NorthRock Partners, LLC $2636353 50787 0,17% الأسهم
TRUIST FINANCIAL CORP $2621539 50502 0,17% الأسهم
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2478042 47737 0,16% الأسهم
J. Mark Nickell & Co. $2359115 45512 0,15% الأسهم
Impact Partnership Wealth, LLC $2321817 44728 0,15% الأسهم
BASSO CAPITAL MANAGEMENT, L.P. $2166983 41745 0,14% الأسهم
TOEWS CORP /ADV $2102355 40500 0,13% الأسهم
Brookstone Capital Management $1990051 38337 0,13% الأسهم
NWAM LLC $1970425 37958 0,13% الأسهم
Simplicity Wealth,LLC $1966428 37881 0,13% الأسهم
Sovran Advisors, LLC $1914278 36852 0,12% الأسهم
Pasadena Private Wealth, LLC $1897778 36559 0,12% الأسهم
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1822690 35113 0,12% الأسهم
EHRLICH FINANCIAL GROUP $1760735 33919 0,11% الأسهم
Cox Capital Mgt LLC $1670382 32178 0,11% الأسهم
SILVERLAKE WEALTH MANAGEMENT LLC $1642070 31633 0,11% الأسهم
Elwood & Goetz Wealth Advisory Group, LLC $1606926 30956 0,10% الأسهم
IHT Wealth Management, LLC $1598422 30792 0,10% الأسهم
MAINSAIL ASSET MANAGEMENT, LLC $1538650 29666 0,10% الأسهم
Centennial Wealth Advisory LLC $1524629 29369 0,10% الأسهم
IFP Advisors, Inc $1513384 29154 0,10% الأسهم
HM PAYSON & CO $1508817 29066 0,10% الأسهم
Kingsview Wealth Management, LLC $1502739 28949 0,10% الأسهم
SHP Wealth Management $1424656 27445 0,09% الأسهم
Stratos Wealth Partners, LTD. $1408104 27125 0,09% الأسهم
Constellation Investments, Inc. $1401570 27000 0,09% الأسهم
PARSONS CAPITAL MANAGEMENT INC/RI $1401155 26992 0,09% الأسهم
Maridea Wealth Management LLC $1309080 25218 0,08% الأسهم
LAFFER TENGLER INVESTMENTS, INC. $1302422 25090 0,08% الأسهم
Triumph Capital Management $1299255 25029 0,08% الأسهم
Castle Rock Wealth Management, LLC $1281746 24780 0,08% الأسهم
Invst, LLC $1274556 24553 0,08% الأسهم
Sigma Planning Corp $1271604 24496 0,08% الأسهم
Sequoia Financial Advisors, LLC $1269096 24448 0,08% الأسهم
ROYAL BANK OF CANADA $1168000 22500 0,07% الأسهم
WESPAC Advisors, LLC $1158527 22318 0,07% الأسهم
Ausdal Financial Partners, Inc. $1070909 20630 0,07% الأسهم
Optivise Advisory Services LLC $1031303 19867 0,07% الأسهم
PNC Financial Services Group, Inc. $1029518 19833 0,07% الأسهم
FOCUSED ALPHA, LLC $1006783 19395 0,06% الأسهم
Brookwood Investment Group LLC $995743 19182 0,06% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $988794 19085 0,06% الأسهم
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $984249 18961 0,06% الأسهم
Advisory Services Network, LLC $973457 18753 0,06% الأسهم
Weaver Consulting Group $965526 18600 0,06% الأسهم
Advyzon Investment Management, LLC $929345 17903 0,06% الأسهم
Veltria Advisors Corp. $926697 17852 0,06% الأسهم
Orion Porfolio Solutions, LLC $918054 17685 0,06% الأسهم
Perigon Wealth Management, LLC $906297 17459 0,06% الأسهم
Arkadios Wealth Advisors $884447 17039 0,06% الأسهم
CARY STREET PARTNERS FINANCIAL LLC $810738 15618 0,05% الأسهم
PANORAMIC INVESTMENT ADVISORS, LLC $790901 15236 0,05% الأسهم
BETO FINANCIAL GROUP, LLC $746928 14400 0,05% الأسهم
OPPENHEIMER & CO INC $737382 14205 0,05% الأسهم
Avantra Family Wealth, Inc. $733696 14134 0,05% الأسهم
Two West Capital Advisors LLC $718769 13857 0,05% الأسهم
Black Swift Group, LLC $712724 13730 0,05% الأسهم
Guidance Point Advisors, LLC $683787 13163 0,04% الأسهم
Embree Financial Group $641037 12349 0,04% الأسهم
Empire Financial Management Company, LLC $628318 12104 0,04% الأسهم
Transamerica Financial Advisors, LLC $621513 11972 0,04% الأسهم
Concurrent Investment Advisors, LLC $615329 11854 0,04% الأسهم
NewEdge Advisors, LLC $606013 11674 0,04% الأسهم
OpenArc Corporate Advisory, LLC $602156 11600 0,04% الأسهم
Kurv Investment Management LLC $599664 11552 0,04% الأسهم
Breakwater Capital Group $590312 11372 0,04% الأسهم
EAGLE GLOBAL ADVISORS LLC $582690 11225 0,04% الأسهم
FIFTH THIRD BANCORP $565618 10896 0,04% الأسهم
Icon Wealth Advisors, LLC $555904 10709 0,04% الأسهم
TWO SIGMA SECURITIES, LLC $553984 10672 0,04% الأسهم
Farther Finance Advisors, LLC $547962 10556 0,04% الأسهم
Wealthcare Advisory Partners LLC $540227 10407 0,03% الأسهم
Dynasty Wealth Management, LLC $531766 10244 0,03% الأسهم
CITIZENS FINANCIAL GROUP INC/RI $523131 10078 0,03% الأسهم
New England Private Wealth Advisors LLC $519150 10000 0,03% الأسهم
Corient Private Wealth LP $519100 10000 0,03% الأسهم
Quantinno Capital Management LP $519100 10000 0,03% الأسهم
Merit Financial Group, LLC $515377 9928 0,03% الأسهم
LFG Wealth Partners, LLC $512259 9868 0,03% الأسهم
Union Bancaire Privee, UBP SA $499307 9615 0,03% الأسهم
Ballast Rock Private Wealth LLC $494962 9535 0,03% الأسهم
GeoWealth Management, LLC $483940 9322 0,03% الأسهم
NORTHBRIDGE FINANCIAL GROUP, LLC $465114 8960 0,03% الأسهم
JANE STREET GROUP, LLC $460857 8878 0,03% الأسهم
Synergy Investment Management, LLC $460086 8863 0,03% الأسهم
Keebeck Wealth Management $439055 8458 0,03% الأسهم
ORG Partners LLC $435723 8423 0,03% الأسهم
SigFig Wealth Management, LLC $434966 8376 0,03% الأسهم
Congress Wealth Management LLC / DE / $418578 8062 0,03% الأسهم
World Investment Advisors $403004 7771 0,03% الأسهم
HUNTINGTON NATIONAL BANK $396540 7639 0,03% الأسهم
TRANSCEND CAPITAL ADVISORS, LLC $391779 7547 0,03% الأسهم
CREATIVE FINANCIAL DESIGNS INC /ADV $391751 7547 0,03% الأسهم
Atria Wealth Solutions, Inc. $384779 7411 0,02% الأسهم
EFG International AG $382784 7374 0,02% الأسهم
Spectrum Planning & Advisory Services Inc. $378476 7291 0,02% الأسهم
Fortis Advisors, LLC $377877 7279 0,02% الأسهم
Skyline Advisors, Inc. $369588 7120 0,02% الأسهم
High Falls Advisors, Inc $368050 7113 0,02% الأسهم
Orion Portfolio Solutions, LLC $367671 7102 0,02% الأسهم
Integrated Wealth Concepts LLC $345287 6652 0,02% الأسهم
Cerity Partners LLC $341107 6571 0,02% الأسهم
HighTower Advisors, LLC $334923 6452 0,02% الأسهم
Mariner, LLC $330937 6375 0,02% الأسهم
SAGESPRING WEALTH PARTNERS, LLC $323036 6223 0,02% الأسهم
Total Clarity Wealth Management, Inc. $322197 6207 0,02% الأسهم
Geneos Wealth Management Inc. $319127 6148 0,02% الأسهم
Steward Partners Investment Advisory, LLC $314545 6059 0,02% الأسهم
Liberty Atlantic Advisors LLC $310931 5990 0,02% الأسهم
Vision Retirement, LLC $310786 5987 0,02% الأسهم
Knights of Columbus Asset Advisors LLC $310629 5984 0,02% الأسهم
Venturi Wealth Management, LLC $306477 5904 0,02% الأسهم
Gateway Wealth Partners, LLC $305592 5887 0,02% الأسهم
Colonial Trust Co / SC $292824 5641 0,02% الأسهم
StoneX Group Inc. $268634 5169 0,02% الأسهم
LOCKERMAN FINANCIAL GROUP, INC. $267700 5157 0,02% الأسهم
Rockefeller Capital Management L.P. $265312 5111 0,02% الأسهم
IFG Advisory, LLC $261451 5037 0,02% الأسهم
GWN SECURITIES INC. $247075 4760 0,02% الأسهم
Magnolia Private Wealth, LLC $246728 4753 0,02% الأسهم
Pacific Excel Wealth Advisors, Inc. $236813 4562 0,02% الأسهم
Heritage Family Offices, LLP $236813 4562 0,02% الأسهم
Visionary Horizons, LLC $233341 4495 0,01% الأسهم
Bison Wealth, LLC $232447 4490 0,01% الأسهم
Elm3 Financial Group, LLC $230948 4449 0,01% الأسهم
Savvy Advisors, Inc. $230808 4446 0,01% الأسهم
GC Wealth Management RIA, LLC $216880 4178 0,01% الأسهم
Oregon Pacific Wealth Management, LLC $201567 3883 0,01% الأسهم
Global Retirement Partners, LLC $175144 3374 0,01% الأسهم
COMERICA BANK $150266 2904 0,01% الأسهم
REICON WEALTH ADVISORS, LLC $144258 2779 0,01% الأسهم
KELLEHER FINANCIAL ADVISORS $122976 2369 0,01% الأسهم
EverSource Wealth Advisors, LLC $117265 2259 0,01% الأسهم
Spire Wealth Management $103820 2000 0,01% الأسهم
PRIVATE TRUST CO NA $99771 1922 0,01% الأسهم
Aptus Capital Advisors, LLC $98733 1902 0,01% الأسهم
TWIN CITY PRIVATE WEALTH, LLC $98214 1892 0,01% الأسهم
Smartleaf Asset Management LLC $97628 1880 0,01% الأسهم
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $92400 1780 0,01% الأسهم
FMR LLC $76753 1479 0,00% الأسهم
CWM, LLC $74280 1433 0,00% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $68054 1311 0,00% الأسهم
TRUST CO OF VERMONT $68054 1311 0,00% الأسهم
NATIONAL BANK OF CANADA /FI/ $65614 1264 0,00% الأسهم
Rossby Financial, LCC $46304 892 0,00% الأسهم
LANARK FINANCIAL, INC. $38050 733 0,00% الأسهم
Sunbelt Securities, Inc. $32683 631 0,00% الأسهم
Axiom Investment Management LLC $31613 609 0,00% الأسهم
Betterment LLC $30417 585958 0,00% الأسهم
FTB Advisors, Inc. $30165 581 0,00% الأسهم
MATHER GROUP, LLC. $29173 562 0,00% الأسهم
EVOLUTION WEALTH MANAGEMENT INC. $25436 490 0,00% الأسهم
Imprint Wealth LLC $17390 335 0,00% الأسهم
Ascentis Independent Advisors $15053 290 0,00% الأسهم
Golden State Wealth Management, LLC $14711 283 0,00% الأسهم
Abich Financial Wealth Management LLC $14550 280 0,00% الأسهم
Signature Equity Partners, LLC $11784 227 0,00% الأسهم
Elequin Capital, LP $10434 201 0,00% الأسهم
Ashton Thomas Private Wealth, LLC $10330 199 0,00% الأسهم
SIGNATUREFD, LLC $9759 188 0,00% الأسهم
WELLS FARGO & COMPANY/MN $8938 172 0,00% الأسهم
Cornerstone Planning Group LLC $8714 168 0,00% الأسهم
Godfrey Financial Associates, Inc. $7371 142 0,00% الأسهم
Allworth Financial LP $5711 110 0,00% الأسهم
2UniFi Bank $5028 97 0,00% الأسهم
PARK AVENUE SECURITIES LLC $3762 72476 0,00% الأسهم
FIDUCIARY FINANCIAL ADVISORS $3686 71 0,00% الأسهم
Continuum Advisory, LLC $2647 51 0,00% الأسهم
Elevated Capital Advisors, LLC $2544 49 0,00% الأسهم
OGOREK ANTHONY JOSEPH /NY/ /ADV $2305 44422 0,00% الأسهم
ATWOOD & PALMER INC $2181 42 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $2137 41159 0,00% الأسهم
HIGHLINE WEALTH PARTNERS LLC $2024 39 0,00% الأسهم
Silver Grove Financial Group, Inc. $1973 38 0,00% الأسهم
Meramec Financial Planners, LLC $1921 37 0,00% الأسهم
Strategic Wealth Partners, Ltd. $1142 22 0,00% الأسهم
Key Capital Management, INC $675 13 0,00% الأسهم
CoreCap Advisors, LLC $467 9 0,00% الأسهم
HANTZ FINANCIAL SERVICES, INC. $0 6 0,00% الأسهم