HGER — الملاك المؤسسيون (13F)

239 مقدمي إقرار · $2.9B 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
WELLS FARGO & COMPANY/MN $495531727 16889289 17,37% الأسهم
BANK OF AMERICA CORP /DE/ $405379149 13816604 14,21% الأسهم
JPMORGAN CHASE & CO $369247707 12754670 12,94% الأسهم
3EDGE Asset Management, LP $128503420 4379803 4,50% الأسهم
GREAT LAKES ADVISORS, LLC $107799072 3674133 3,78% الأسهم
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $97336007 3317519 3,41% الأسهم
LPL Financial LLC $94894228 3234296 3,33% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91627282 3122947 3,21% الأسهم
RAYMOND JAMES FINANCIAL INC $89759295 3059281 3,15% الأسهم
Pinnacle Financial Partners, Inc. $40154861 1368604 1,41% الأسهم
HighTower Advisors, LLC $39812906 1356950 1,40% الأسهم
New Harbor Financial Group, LLC $37403336 1274824 1,31% الأسهم
Horizon Advisory Services, Inc. $34235999 1166871 1,20% الأسهم
ASSETMARK, INC $32292132 1100618 1,13% الأسهم
SYNOVUS FINANCIAL CORP $31055341 1203559 1,09% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $30476514 1038736 1,07% الأسهم
Private Advisor Group, LLC $27540917 938680 0,97% الأسهم
CENTRAL TRUST Co $24366050 830472 0,85% الأسهم
ROYAL BANK OF CANADA $23572000 803424 0,83% الأسهم
Ellsworth Advisors, LLC $20513576 645893 0,72% الأسهم
Vident Advisory, LLC $20432405 696401 0,72% الأسهم
INSPIRION WEALTH ADVISORS, LLC $20198767 684472 0,71% الأسهم
Aprio Wealth Management, LLC $19419862 661890 0,68% الأسهم
Advisor OS, LLC $17536195 597689 0,61% الأسهم
Sanctuary Advisors, LLC $15423752 525690 0,54% الأسهم
Compound Planning, Inc. $15378917 524162 0,54% الأسهم
MJP ASSOCIATES INC /ADV $15030471 512286 0,53% الأسهم
PRIVATE CLIENT SERVICES, LLC $12625548 358070 0,44% الأسهم
Cornerstone Wealth Group, LLC $12513921 426514 0,44% الأسهم
Jefferies Financial Group Inc. $11740372 400149 0,41% الأسهم
Choice Wealth Advisors LLC $11704577 398929 0,41% الأسهم
Stratos Wealth Partners, LTD. $11600605 395385 0,41% الأسهم
Mariner, LLC $11193664 381515 0,39% الأسهم
Resonant Capital Advisors, LLC $11073708 377427 0,39% الأسهم
Cetera Investment Advisers $10131793 345324 0,36% الأسهم
OPPENHEIMER & CO INC $10061654 342933 0,35% الأسهم
ENVESTNET ASSET MANAGEMENT INC $10058334 342820 0,35% الأسهم
Blue Trust, Inc. $9917830 338031 0,35% الأسهم
NORTHCAPE WEALTH MANAGEMENT, LLC $9652303 328981 0,34% الأسهم
Sunrise Financial Services, LLC $9647392 328814 0,34% الأسهم
Csenge Advisory Group $9410165 320728 0,33% الأسهم
Ethos Financial Group, LLC $9224822 286041 0,32% الأسهم
Guided Capital Wealth Management, LLC $9050833 308481 0,32% الأسهم
Great Diamond Partners, LLC $8351220 284636 0,29% الأسهم
TWIN FOCUS CAPITAL PARTNERS, LLC $8350457 284610 0,29% الأسهم
&PARTNERS $7825595 266330 0,27% الأسهم
OSAIC HOLDINGS, INC. $7712787 262873 0,27% الأسهم
MBL Wealth, LLC $7620977 259747 0,27% الأسهم
Weil Company, Inc. $7297387 248718 0,26% الأسهم
VestGen Advisors, LLC $7264731 247605 0,25% الأسهم
tru Independence LLC $7232606 246510 0,25% الأسهم
CROBAN $7216774 245978 0,25% الأسهم
Cooper Financial Group $7182725 244810 0,25% الأسهم
D L CARLSON INVESTMENT GROUP INC $7124251 242817 0,25% الأسهم
Proactive Wealth Strategies LLC $6428998 219119 0,23% الأسهم
NVWM, LLC $6192677 211066 0,22% الأسهم
Nvest Wealth Strategies, Inc. $6139825 197995 0,22% الأسهم
Archford Capital Strategies, LLC $5795384 197525 0,20% الأسهم
MML INVESTORS SERVICES, LLC $5751824 196040 0,20% الأسهم
Beta Wealth Group, Inc. $5651499 192621 0,20% الأسهم
Steward Partners Investment Advisory, LLC $5331929 181729 0,19% الأسهم
AXXCESS WEALTH MANAGEMENT, LLC $5095918 173685 0,18% الأسهم
Perennial Investment Advisors, LLC $4770514 162594 0,17% الأسهم
GREAT VALLEY ADVISOR GROUP, INC. $4750089 161887 0,17% الأسهم
Empire Financial Management Company, LLC $4500817 153402 0,16% الأسهم
Portside Wealth Group, LLC $4497030 153273 0,16% الأسهم
Vise Technologies, Inc. $4480396 152706 0,16% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4444129 145375 0,16% الأسهم
D.A. DAVIDSON & CO. $4341205 147962 0,15% الأسهم
Kestra Advisory Services, LLC $4250720 144878 0,15% الأسهم
CHANNEL WEALTH LLC $4184706 142628 0,15% الأسهم
Atria Investments, Inc $4182300 142546 0,15% الأسهم
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $4131307 140808 0,14% الأسهم
Twelve Points Wealth Management LLC $4064545 138533 0,14% الأسهم
Echo45 Advisors LLC $4051399 138084 0,14% الأسهم
Platform Technology Partners $4049224 138010 0,14% الأسهم
OneAscent Financial Services LLC $4009692 136663 0,14% الأسهم
GRAYHAWK INVESTMENT STRATEGIES INC. $3914907 162782 0,14% الأسهم
TRUIST FINANCIAL CORP $3908062 133199 0,14% الأسهم
SFG Wealth Management, LLC. $3844243 131024 0,13% الأسهم
KICKSTAND VENTURES, LLC. $3723481 126908 0,13% الأسهم
Randall & Associates Wealth Management $3691676 125824 0,13% الأسهم
Coastal Bridge Advisors, LLC $3361161 114559 0,12% الأسهم
Ausdal Financial Partners, Inc. $3070607 104656 0,11% الأسهم
PLANWISER FINANCIAL, LLC $3057199 104199 0,11% الأسهم
CERTIOR FINANCIAL GROUP, LLC $2948993 100511 0,10% الأسهم
MONECO ADVISORS, LLC $2841451 96846 0,10% الأسهم
IFP Advisors, Inc $2820014 96115 0,10% الأسهم
COURIER CAPITAL LLC $2781784 94812 0,10% الأسهم
CARY STREET PARTNERS FINANCIAL LLC $2672052 91072 0,09% الأسهم
Alliance Wealth Advisors, LLC /UT $2627602 89557 0,09% الأسهم
PCG Wealth Advisors, LLC $2445874 83363 0,09% الأسهم
Bedel Financial Consulting, Inc. $2418614 82434 0,08% الأسهم
MainStreet Investment Advisors LLC $2339601 79741 0,08% الأسهم
HARBOR INVESTMENT ADVISORY, LLC $2185449 74487 0,08% الأسهم
FLYNN ZITO CAPITAL MANAGEMENT, LLC $2172660 74051 0,08% الأسهم
Worth Financial Advisory Group, LLC $2113037 72019 0,07% الأسهم
Cerity Partners LLC $1996690 68054 0,07% الأسهم
SHP Wealth Management $1994039 67963 0,07% الأسهم
World Investment Advisors $1986789 64069 0,07% الأسهم
VICUS CAPITAL $1939260 66096 0,07% الأسهم
NOMURA ASSET MANAGEMENT CO LTD $1924704 65600 0,07% الأسهم
EXCHANGE TRADED CONCEPTS, LLC $1913995 65235 0,07% الأسهم
Kathmere Capital Management, LLC $1902259 64835 0,07% الأسهم
Opus Financial Solutions LLC $1863207 63504 0,07% الأسهم
MassMutual Private Wealth & Trust, FSB $1808078 61625 0,06% الأسهم
Baird Financial Group, Inc. $1722581 58711 0,06% الأسهم
Marshall & Sterling Wealth Advisors Inc. $1634973 55725 0,06% الأسهم
Meridian Wealth Management, LLC $1581479 53902 0,06% الأسهم
Bank of New York Mellon Corp $1514454 51617 0,05% الأسهم
IronOak Wealth LLC. $1496653 61616 0,05% الأسهم
IHT Wealth Management, LLC $1482140 50516 0,05% الأسهم
GENESIS PRIVATE WEALTH, LLC $1369855 46689 0,05% الأسهم
Embree Financial Group $1257454 42858 0,04% الأسهم
Signal Advisors Wealth, LLC $1249473 42586 0,04% الأسهم
Gateway Wealth Partners, LLC $1248924 42567 0,04% الأسهم
Cyndeo Wealth Partners, LLC $1196397 40777 0,04% الأسهم
GREENWOOD CAPITAL ASSOCIATES LLC $1194373 40708 0,04% الأسهم
Wallace Advisory Group, LLC $1177561 40135 0,04% الأسهم
Ackerman Capital Advisors, LLC $1154206 39339 0,04% الأسهم
Advisory Services Network, LLC $1111781 37893 0,04% الأسهم
Outlook Wealth Advisors, LLC $1100927 37378 0,04% الأسهم
FIFTH THIRD BANCORP $1085551 36999 0,04% الأسهم
Visionary Wealth Advisors $1072117 36541 0,04% الأسهم
LAKE STREET PRIVATE WEALTH, LLC $1057348 36037 0,04% الأسهم
SK Wealth Management, LLC $1055688 31551 0,04% الأسهم
Advisors Preferred, LLC $1025030 34571 0,04% الأسهم
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $1016236 34708 0,04% الأسهم
HM PAYSON & CO $1014921 34592 0,04% الأسهم
Arkadios Wealth Advisors $1010483 34440 0,04% الأسهم
Rockefeller Capital Management L.P. $945863 32238 0,03% الأسهم
Integrated Wealth Concepts LLC $893381 30449 0,03% الأسهم
STAR Financial Bank $880640 30015 0,03% الأسهم
Global Retirement Partners, LLC $862247 29388 0,03% الأسهم
4J Wealth Management LLC $840265 28639 0,03% الأسهم
Merit Financial Group, LLC $827041 28188 0,03% الأسهم
KESTRA PRIVATE WEALTH SERVICES, LLC $814323 27755 0,03% الأسهم
Corient Private Wealth LP $787427 26838 0,03% الأسهم
COMERICA BANK $780912 31463 0,03% الأسهم
FINANCIAL MANAGEMENT NETWORK INC $768530 24107 0,03% الأسهم
SHEETS SMITH WEALTH MANAGEMENT $764776 26066 0,03% الأسهم
Concurrent Investment Advisors, LLC $754871 25728 0,03% الأسهم
CreativeOne Wealth, LLC $754185 25705 0,03% الأسهم
MGO ONE SEVEN LLC $753393 25678 0,03% الأسهم
Richmond Investment Services, LLC $751198 25603 0,03% الأسهم
OneAscent Family Office, LLC $723994 24676 0,03% الأسهم
Financial Network Wealth Advisors LLC $711935 24265 0,02% الأسهم
NORTHEAST PLANNING ASSOCIATES, INC. / NH / $685267 24731 0,02% الأسهم
Sagard Holdings Management Inc. $677044 26242 0,02% الأسهم
Balboa Wealth Partners $647798 22079 0,02% الأسهم
WHITTIER TRUST CO $635660 20855 0,02% الأسهم
TRUST CO OF TOLEDO NA /OH/ $626350 21348 0,02% الأسهم
NWAM LLC $611211 20832 0,02% الأسهم
Beacon Pointe Advisors, LLC $571259 19470 0,02% الأسهم
NewEdge Advisors, LLC $559572 19072 0,02% الأسهم
NORDEN GROUP LLC $558222 19026 0,02% الأسهم
Presidio Capital Management, LLC $553147 18853 0,02% الأسهم
Belpointe Asset Management LLC $548101 18681 0,02% الأسهم
CGN Advisors LLC $538096 18340 0,02% الأسهم
LEVEL FOUR ADVISORY SERVICES, LLC $535367 18247 0,02% الأسهم
FIDUCIARY FINANCIAL ADVISORS $531024 18134 0,02% الأسهم
Ascension Capital Advisors, Inc. $509430 17363 0,02% الأسهم
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $507641 17302 0,02% الأسهم
OneAscent Wealth Management LLC $506849 17275 0,02% الأسهم
Prosperity Consulting Group, LLC $504384 17191 0,02% الأسهم
Worth Asset Management, LLC $499015 17008 0,02% الأسهم
KWB Wealth $475514 19159 0,02% الأسهم
Advisory Alpha, LLC $475249 16198 0,02% الأسهم
MORGAN STANLEY $472732 16112 0,02% الأسهم
Vavra Capital Management, LLC $444648 15155 0,02% الأسهم
PFG Investments, LLC $426515 14537 0,01% الأسهم
Entelevest, LLC $420060 14317 0,01% الأسهم
NewEdge Wealth, LLC $388227 13232 0,01% الأسهم
TRUSTMARK BANK TRUST DEPARTMENT $383386 13067 0,01% الأسهم
Fragasso Financial Advisors Inc $382063 13022 0,01% الأسهم
CIBC Bancorp USA Inc. $376667 12838 0,01% الأسهم
Prospera Financial Services Inc $376390 12829 0,01% الأسهم
CIBC Private Wealth Group LLC $372294 14430 0,01% الأسهم
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $370625 12632 0,01% الأسهم
Aventura Private Wealth, LLC $357713 12192 0,01% الأسهم
PFG Advisors $349469 11911 0,01% الأسهم
Legacy Wealth Managment, LLC/ID $339964 11587 0,01% الأسهم
FOCUSED ALPHA, LLC $330120 11252 0,01% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $319777 10899 0,01% الأسهم
WBI INVESTMENTS, LLC $318706 10862 0,01% الأسهم
Apollon Wealth Management, LLC $318574 10858 0,01% الأسهم
Arax Advisory Partners $313645 10690 0,01% الأسهم
Focus Partners Advisor Solutions, LLC $281957 9610 0,01% الأسهم
OMNI 360 Wealth, Inc. $281957 9610 0,01% الأسهم
Trajan Wealth LLC $272715 9295 0,01% الأسهم
Eagle Strategies LLC $269534 9187 0,01% الأسهم
REGIMEN WEALTH, LLC $268402 9148 0,01% الأسهم
Englebert Financial Advisers, LLC $268197 9141 0,01% الأسهم
RWA WEALTH PARTNERS, LLC $264060 9000 0,01% الأسهم
Family Office Research LLC $255541 8710 0,01% الأسهم
Harvest Investment Services, LLC $255111 8695 0,01% الأسهم
FIDUCIENT ADVISORS LLC $253410 8637 0,01% الأسهم
EASTERN BANK $246397 8398 0,01% الأسهم
Crewe Advisors LLC $230906 7870 0,01% الأسهم
VERUS CAPITAL PARTNERS, LLC $229409 7819 0,01% الأسهم
PRESILIUM PRIVATE WEALTH, LLC $224774 7661 0,01% الأسهم
Ballew Advisors, Inc $224599 7575 0,01% الأسهم
Farther Finance Advisors, LLC $182377 6216 0,01% الأسهم
Ensign Peak Advisors, Inc $181908 6200 0,01% الأسهم
WHITTIER TRUST CO OF NEVADA INC $150896 4985 0,01% الأسهم
Synergy Investment Management, LLC $139028 4738 0,00% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $120696 4090 0,00% الأسهم
Birchwood Financial Partners, Inc. $105947 3611 0,00% الأسهم
HARBOUR INVESTMENTS, INC. $90279 3077 0,00% الأسهم
US BANCORP \DE\ $84264 2872 0,00% الأسهم
Continuum Advisory, LLC $72382 2467 0,00% الأسهم
Sandy Spring Bank $71549 2975 0,00% الأسهم
Westside Investment Management, Inc. $55746 1900 0,00% الأسهم
PRIVATE TRUST CO NA $50142 1709 0,00% الأسهم
BlackRock, Inc. $49482 1686 0,00% الأسهم
Litman Gregory Wealth Management LLC $49392 1990 0,00% الأسهم
Allworth Financial LP $38876 1325 0,00% الأسهم
MATHER GROUP, LLC. $35560 1212 0,00% الأسهم
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $22796 777 0,00% الأسهم
UBS Group AG $20948 714 0,00% الأسهم
IFG Advisory, LLC $20480 698 0,00% الأسهم
Sowa Financial Group, Inc. $19880 677587 0,00% الأسهم
EverSource Wealth Advisors, LLC $18946 646 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $16929 576978 0,00% الأسهم
Atlantic Union Bankshares Corp $16871 575 0,00% الأسهم
OLD SECOND NATIONAL BANK OF AURORA $13350 455 0,00% الأسهم
CAROLINAS WEALTH CONSULTING LLC $12390 515 0,00% الأسهم
Janney Montgomery Scott LLC $10994 374717 0,00% الأسهم
JNBA Financial Advisors $7482 255 0,00% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5117 165 0,00% الأسهم
Lloyd Advisory Services, LLC. $4489 153 0,00% الأسهم
Buck Wealth Strategies, LLC $2318 79 0,00% الأسهم
Matrix Trust Co $1082 36880 0,00% الأسهم
Signature Resources Capital Management, LLC $616 21 0,00% الأسهم
Capital Analysts, LLC $476 16247 0,00% الأسهم
Stillwater Private Wealth, LLC $320 9509 0,00% الأسهم
HARBOR CAPITAL ADVISORS, INC. $108 3676 0,00% الأسهم
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $36 1235 0,00% الأسهم
HANTZ FINANCIAL SERVICES, INC. $0 14 0,00% الأسهم