FREL — الملاك المؤسسيون (13F)

228 مقدمي إقرار · $861.4M 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
BANK OF AMERICA CORP /DE/ $306892621 10474151 35,63% الأسهم
Lido Advisors, LLC $32614609 1113126 3,79% الأسهم
CITIZENS & NORTHERN CORP $27941476 953634 3,24% الأسهم
Black Diamond Financial, LLC $26291976 897336 3,05% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25465804 869139 2,96% الأسهم
ENVESTNET ASSET MANAGEMENT INC $24458096 834747 2,84% الأسهم
MAI Capital Management $22030218 751885 2,56% الأسهم
TRUEFG, LLC $20723206 707277 2,41% الأسهم
PNC Financial Services Group, Inc. $18623345 635609 2,16% الأسهم
LPL Financial LLC $17766302 606359 2,06% الأسهم
Riverpoint Wealth Management Holdings, LLC $16821102 574099 1,95% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $16139030 550820 1,87% الأسهم
Cetera Investment Advisers $12151468 414726 1,41% الأسهم
Pure Financial Advisors, LLC $10980024 374745 1,27% الأسهم
H D Vest Advisory Services $10948242 404892 1,27% الأسهم
DIVERSIFY WEALTH MANAGEMENT, LLC $10631650 348236 1,23% الأسهم
Diversify Advisory Services, LLC $10631650 348236 1,23% الأسهم
Payne Capital Management, LLC $9563696 326406 1,11% الأسهم
Pasadena Private Wealth, LLC $8497125 290004 0,99% الأسهم
Marotta Asset Management $7555645 277985 0,88% الأسهم
MML INVESTORS SERVICES, LLC $7362798 251290 0,85% الأسهم
AE Wealth Management LLC $7105301 242504 0,82% الأسهم
Dynamic Advisor Solutions LLC $6401500 218481 0,74% الأسهم
AGF MANAGEMENT LTD $6361147 217104 0,74% الأسهم
Heck Capital Advisors, LLC $6348880 235930 0,74% الأسهم
OSAIC HOLDINGS, INC. $6170899 210574 0,72% الأسهم
RAYMOND JAMES FINANCIAL INC $6070439 207182 0,70% الأسهم
Creative Planning $5948520 203021 0,69% الأسهم
AMERICAN FINANCIAL & TAX STRATEGIES INC $5846940 199554 0,68% الأسهم
MORGAN STANLEY $5531271 188778 0,64% الأسهم
Townsend Financial Planning, LLC $5030281 171682 0,58% الأسهم
RFG Advisory, LLC $4921363 167965 0,57% الأسهم
Physician Wealth Advisors, Inc. $4673432 159503 0,54% الأسهم
HighTower Advisors, LLC $4468971 152525 0,52% الأسهم
Steward Partners Investment Advisory, LLC $4340930 148155 0,50% الأسهم
EP Wealth Advisors, LLC $4249247 145026 0,49% الأسهم
Essential Planning, LLC. $3977936 135769 0,46% الأسهم
Financial Engines Advisors L.L.C. $3898365 133050 0,45% الأسهم
Prospect Financial Group LLC $3651848 124636 0,42% الأسهم
Opes Wealth Management LLC $3599858 133774 0,42% الأسهم
SigFig Wealth Management, LLC $3379275 113284 0,39% الأسهم
Independent Solutions Wealth Management, LLC $3379214 115332 0,39% الأسهم
Mariner, LLC $3264478 111416 0,38% الأسهم
SACHEM HILL LLC $2669170 91098 0,31% الأسهم
Livet Wealth, LLC $2627242 89667 0,30% الأسهم
LODESTAR PRIVATE ASSET MANAGEMENT LLC $2549422 87011 0,30% الأسهم
UBS Group AG $2407786 82177 0,28% الأسهم
NorthCoast Asset Management LLC $2400336 81922 0,28% الأسهم
Sachetta, LLC $2390476 81586 0,28% الأسهم
STIFEL FINANCIAL CORP $2334310 79671 0,27% الأسهم
NWAM LLC $2316534 79063 0,27% الأسهم
Beckerman Institutional, LLC $2259589 77119 0,26% الأسهم
Global View Capital Management LLC $2246021 76656 0,26% الأسهم
ROYAL BANK OF CANADA $2238000 76377 0,26% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $2108276 71955 0,24% الأسهم
SUMMIT WEALTH GROUP LLC / CO $2022728 69035 0,23% الأسهم
Eagle Bay Advisors LLC $1993956 68053 0,23% الأسهم
Congress Wealth Management LLC / DE / $1957396 72388 0,23% الأسهم
Fifth Third Securities, Inc. $1919443 65510 0,22% الأسهم
Asset Management Group, Inc. $1846738 63029 0,21% الأسهم
Tortoise Investment Management, LLC $1842208 62874 0,21% الأسهم
Atria Investments, Inc $1800269 61443 0,21% الأسهم
Birchcreek Wealth Management, LLC $1775338 60592 0,21% الأسهم
FIRST NATIONAL CORP /MA/ /ADV $1734310 62318 0,20% الأسهم
Blue Barn Wealth, LLC $1650379 61375 0,19% الأسهم
Marks Group Wealth Management, Inc $1627879 55559 0,19% الأسهم
HF Advisory Group, LLC $1612569 55036 0,19% الأسهم
Beaumont Financial Advisors, LLC $1611734 55008 0,19% الأسهم
Soltis Investment Advisors LLC $1593544 54387 0,18% الأسهم
Farther Finance Advisors, LLC $1540517 52577 0,18% الأسهم
Atria Wealth Solutions, Inc. $1517896 55917 0,18% الأسهم
AMERIPRISE FINANCIAL INC $1440920 49178 0,17% الأسهم
Rehmann Capital Advisory Group $1408890 48085 0,16% الأسهم
Kestra Advisory Services, LLC $1341711 45792 0,16% الأسهم
Savvy Advisors, Inc. $1326868 45286 0,15% الأسهم
21 West Wealth Management LLC $1310911 44741 0,15% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1307219 44615 0,15% الأسهم
J.W. COLE ADVISORS, INC. $1191780 40675 0,14% الأسهم
D. E. Shaw & Co., Inc. $1181669 40330 0,14% الأسهم
SMITH, MOORE & CO. $1169978 39931 0,14% الأسهم
Life Planning Partners, Inc $1090906 37232 0,13% الأسهم
Full Sail Capital, LLC $1071163 38517 0,12% الأسهم
Glass Jacobson Investment Advisors llc $1069018 36485 0,12% الأسهم
Northwest Wealth Advisors, LLC $1045561 35685 0,12% الأسهم
PKS Advisory Services, LLC $1002120 34201 0,12% الأسهم
Rather & Kittrell, Inc. $980759 33473 0,11% الأسهم
INTEGRATED CAPITAL MANAGEMENT, INC. $976379 33324 0,11% الأسهم
BLUE JEAN FINANCIAL LLC $972848 33203 0,11% الأسهم
FMR LLC $933976 31876 0,11% الأسهم
New England Private Wealth Advisors LLC $927885 30333 0,11% الأسهم
Integrated Investment Consultants, LLC $908300 31000 0,11% الأسهم
Fort Point Capital Partners LLC $907391 30969 0,11% الأسهم
WELLS FARGO & COMPANY/MN $846018 28874 0,10% الأسهم
BALANCED WEALTH GROUP LLC $831754 28387 0,10% الأسهم
Savant Capital, LLC $806081 27511 0,09% الأسهم
Sunbelt Securities, Inc. $801613 29789 0,09% الأسهم
Gladstone Institutional Advisory LLC $789929 26960 0,09% الأسهم
Fingerlakes Wealth Management, Inc. $753650 25722 0,09% الأسهم
CITIGROUP INC $748849 25558 0,09% الأسهم
JPMORGAN CHASE & CO $738580 24759 0,09% الأسهم
Global Retirement Partners, LLC $720209 24581 0,08% الأسهم
IFP Advisors, Inc $719989 24573 0,08% الأسهم
SYKON CAPITAL LLC $697038 23790 0,08% الأسهم
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $695523 23738 0,08% الأسهم
Smith Salley Wealth Management $684422 23359 0,08% الأسهم
Pinnacle Financial Partners, Inc. $637213 21747 0,07% الأسهم
Investmark Advisory Group LLC $610170 20825 0,07% الأسهم
Envestnet Portfolio Solutions, Inc. $607184 20723 0,07% الأسهم
Larson Financial Group LLC $582834 19892 0,07% الأسهم
Private Advisor Group, LLC $581707 19853 0,07% الأسهم
Galvin, Gaustad & Stein, LLC $541224 18472 0,06% الأسهم
Arax Advisory Partners $520239 17755 0,06% الأسهم
Compound Planning, Inc. $511021 17441 0,06% الأسهم
Capital Investment Advisory Services, LLC $497767 16989 0,06% الأسهم
Advisory Services Network, LLC $466940 15936 0,05% الأسهم
Robertson Stephens Wealth Management, LLC $445712 15212 0,05% الأسهم
RIK SAYLOR FINANCIAL, INC. $428167 14613 0,05% الأسهم
Ausdal Financial Partners, Inc. $413921 14127 0,05% الأسهم
LYNCH & ASSOCIATES/IN $409936 13991 0,05% الأسهم
Disciplined Investments, LLC $409497 13976 0,05% الأسهم
Independence Financial Advisors, LLC $400395 13665 0,05% الأسهم
ATLAS CAPITAL ADVISORS INC. $383976 13105 0,04% الأسهم
Keel Point, LLC $380446 12984 0,04% الأسهم
THOMPSON INVESTMENT MANAGEMENT, INC. $365239 12466 0,04% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $362853 12279 0,04% الأسهم
Brookstone Capital Management $347513 11861 0,04% الأسهم
Ameritas Advisory Services, LLC $336937 11500 0,04% الأسهم
Clearview Wealth Management LLC $336833 11496 0,04% الأسهم
Modera Wealth Management, LLC $330128 11267 0,04% الأسهم
PENOBSCOT WEALTH MANAGEMENT $328822 11223 0,04% الأسهم
Kohmann Bosshard Financial Services, LLC $326138 11131 0,04% الأسهم
KDK Private Wealth Management, LLC $313630 10704 0,04% الأسهم
UNITED CAPITAL FINANCIAL ADVISORS, LLC $302984 10339 0,04% الأسهم
MISSION WEALTH MANAGEMENT, LP $297606 10157 0,03% الأسهم
JONES FINANCIAL COMPANIES LLLP $291238 9718 0,03% الأسهم
PBMares Wealth Management LLC $276654 9948 0,03% الأسهم
Smartleaf Asset Management LLC $274108 9189 0,03% الأسهم
NorthLanding Financial Partners, LLC $268443 9162 0,03% الأسهم
PFG Advisors $260295 8884 0,03% الأسهم
POLEN CAPITAL MANAGEMENT LLC $254099 8672 0,03% الأسهم
Cornerstone Financial Group, LLC /NE/ $249452 8514 0,03% الأسهم
Blue Trust, Inc. $247187 8436 0,03% الأسهم
Demars Financial Group, LLC $245316 8373 0,03% الأسهم
Maxele Advisors, LLC $237059 8091 0,03% الأسهم
Meridian Wealth Management, LLC $234006 7987 0,03% الأسهم
PRINCIPAL SECURITIES, INC. $224526 7663 0,03% الأسهم
Corient Private Wealth LP $220478 7525 0,03% الأسهم
Talon Private Wealth, LLC $218461 7456 0,03% الأسهم
CITIZENS FINANCIAL GROUP INC/RI $212535 7254 0,02% الأسهم
Merit Financial Group, LLC $212484 7252 0,02% الأسهم
Snowden Capital Advisors LLC $209947 7165 0,02% الأسهم
Financial Freedom, LLC $205444 7012 0,02% الأسهم
Wilmington Savings Fund Society, FSB $199504 6809 0,02% الأسهم
Ancora Advisors LLC $163992 5597 0,02% الأسهم
CIBC Private Wealth Group LLC $139050 5000 0,02% الأسهم
Colonial Trust Advisors $132319 4516 0,02% الأسهم
FIFTH THIRD BANCORP $126136 4305 0,01% الأسهم
Elevated Capital Advisors, LLC $99529 3397 0,01% الأسهم
Financial Perspectives, Inc $93211 3181 0,01% الأسهم
Qube Research & Technologies Ltd $76239 2602 0,01% الأسهم
Glenmede Investment Management, LP $68412 2460 0,01% الأسهم
Aspect Partners, LLC $68035 2322 0,01% الأسهم
Colonial Trust Co / SC $64284 2194 0,01% الأسهم
BLAIR WILLIAM & CO/IL $58595 2000 0,01% الأسهم
Stone House Investment Management, LLC $57604 1966 0,01% الأسهم
Atlantic Union Bankshares Corp $54879 1873 0,01% الأسهم
BOK Financial Private Wealth, Inc. $48756 1664 0,01% الأسهم
BROWN BROTHERS HARRIMAN & CO $33754 1152 0,00% الأسهم
Quent Capital, LLC $31676 1081 0,00% الأسهم
COMERICA BANK $30628 1139 0,00% الأسهم
SHP Wealth Management $30384 1037 0,00% الأسهم
Darwin Wealth Management, LLC $29570 1009 0,00% الأسهم
CREATIVE FINANCIAL DESIGNS INC /ADV $29124 994 0,00% الأسهم
Sandy Spring Bank $27470 1000 0,00% الأسهم
GLENMEDE TRUST CO NA $22590 771 0,00% الأسهم
Dogwood Wealth Management LLC $19074 651 0,00% الأسهم
Decker Retirement Planning Inc. $18693 638 0,00% الأسهم
Johnson Financial Group, Inc. $17580 600 0,00% الأسهم
Rockefeller Capital Management L.P. $15177 518 0,00% الأسهم
Crewe Advisors LLC $14475 494 0,00% الأسهم
AdvisorNet Financial, Inc $13073 446 0,00% الأسهم
Napier Financial, LLC $10226 349 0,00% الأسهم
Glen Eagle Advisors, LLC $10157 347 0,00% الأسهم
CWM, LLC $9984 371 0,00% الأسهم
CNB Bank $9669 330 0,00% الأسهم
Quest 10 Wealth Builders, Inc. $9435 322 0,00% الأسهم
Clearstead Advisors, LLC $8849 302 0,00% الأسهم
ASSETMARK, INC $7384 252 0,00% الأسهم
VISION FINANCIAL MARKETS LLC $6444 219 0,00% الأسهم
BANK OF MONTREAL /CAN/ $5860 200 0,00% الأسهم
Investors Research Corp $4763 177 0,00% الأسهم
Abound Wealth Management $4662 173 0,00% الأسهم
Capital A Wealth Management, LLC $4211 158 0,00% الأسهم
Promus Capital, LLC $4172 150 0,00% الأسهم
TOUNJIAN ADVISORY PARTNERS, LLC $3797 130 0,00% الأسهم
BlackRock, Inc. $3780 129 0,00% الأسهم
PARK AVENUE SECURITIES LLC $3183 108642 0,00% الأسهم
Bogart Wealth, LLC $3140 107 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $3081 105148 0,00% الأسهم
Glassman Wealth Services $2871 98 0,00% الأسهم
HARBOUR INVESTMENTS, INC. $2829 97 0,00% الأسهم
Financial Network Wealth Advisors LLC $2198 75 0,00% الأسهم
Geneos Wealth Management Inc. $2117 72 0,00% الأسهم
Palisades Hudson Asset Management, L.P. $1850 63130 0,00% الأسهم
1 NORTH WEALTH SERVICES LLC $1846 63 0,00% الأسهم
Strengthening Families & Communities, LLC $1846 63 0,00% الأسهم
IFG Advisory, LLC $1465 50 0,00% الأسهم
Oakmont Advisory Group, LLC $1348 46 0,00% الأسهم
WealthCollab, LLC $1260 43 0,00% الأسهم
FIRST COMMUNITY TRUST NA $1184 44 0,00% الأسهم
High Note Wealth, LLC $1055 36 0,00% الأسهم
EVOLUTION WEALTH MANAGEMENT INC. $938 32 0,00% الأسهم
Allworth Financial LP $934 32 0,00% الأسهم
AlphaCore Capital LLC $879 30 0,00% الأسهم
SOA Wealth Advisors, LLC. $853 29 0,00% الأسهم
Key Capital Management, INC $733 25 0,00% الأسهم
Aptus Capital Advisors, LLC $557 19 0,00% الأسهم
Provenance Wealth Advisors, LLC $440 15 0,00% الأسهم
Allspring Global Investments Holdings, LLC $297 10 0,00% الأسهم
Mechanics Financial Corp $205 7 0,00% الأسهم
FOSTER & MOTLEY INC $204 6949 0,00% الأسهم
Parallel Advisors, LLC $117 4 0,00% الأسهم
Transamerica Financial Advisors, LLC $108 3 0,00% الأسهم
CX Institutional $102 3767 0,00% الأسهم
Motiv8 Investments LLC $80 2957 0,00% الأسهم
Russell Investments Group, Ltd. $29 1 0,00% الأسهم
Raleigh Capital Management Inc. $17 1 0,00% الأسهم
HANTZ FINANCIAL SERVICES, INC. $0 4 0,00% الأسهم