IBTJ — الملاك المؤسسيون (13F)

230 مقدمي إقرار · $1.1B 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
MORGAN STANLEY $74673745 3449133 6,95% الأسهم
BANK OF AMERICA CORP /DE/ $59827870 2763412 5,57% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $55869838 2580593 5,20% الأسهم
WELLS FARGO & COMPANY/MN $38244487 1766489 3,56% الأسهم
Brookstone Capital Management $36823380 1700849 3,43% الأسهم
TRUE Private Wealth Advisors $36154841 1669970 3,36% الأسهم
Financial Advisory Corp $34606628 1598459 3,22% الأسهم
RAYMOND JAMES FINANCIAL INC $31063249 1434792 2,89% الأسهم
Asset Advisors Investment Management, LLC $29026480 1340715 2,70% الأسهم
ENVESTNET ASSET MANAGEMENT INC $28046960 1295472 2,61% الأسهم
UNITED CAPITAL FINANCIAL ADVISORS, LLC $27556560 1273661 2,56% الأسهم
BlackRock, Inc. $26430645 1220815 2,46% الأسهم
HENGEHOLD CAPITAL MANAGEMENT LLC $24138560 1114945 2,25% الأسهم
AMERIPRISE FINANCIAL INC $22482348 1039013 2,09% الأسهم
HM PAYSON & CO $20807243 961074 1,94% الأسهم
ATWOOD & PALMER INC $20756432 958727 1,93% الأسهم
UBS Group AG $20300729 937678 1,89% الأسهم
Journey Advisory Group, LLC $17509156 808737 1,63% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $17118207 790679 1,59% الأسهم
Arax Advisory Partners $16928439 781914 1,57% الأسهم
CWM, LLC $16527834 756665 1,54% الأسهم
Denver PWM, LLC $14786473 685352 1,38% الأسهم
MKT Advisors LLC $14274094 661757 1,33% الأسهم
LPL Financial LLC $13874185 640840 1,29% الأسهم
Merit Financial Group, LLC $12735821 588260 1,18% الأسهم
Wealth Management Strategies, Inc. $12504497 577575 1,16% الأسهم
Krilogy Financial LLC $12173424 562283 1,13% الأسهم
Integrated Wealth Concepts LLC $12148719 561142 1,13% الأسهم
Legacy Private Trust Co. $12027917 555562 1,12% الأسهم
Stratos Wealth Partners, LTD. $11549271 533453 1,07% الأسهم
Probity Advisors, Inc. $11485126 530491 1,07% الأسهم
SHELTON WEALTH MANAGEMENT, LLC $10851218 501211 1,01% الأسهم
NewEdge Advisors, LLC $10824498 499976 1,01% الأسهم
ES4, LLC $10605487 457923 0,99% الأسهم
Heartwood Wealth Advisors LLC $9661399 446254 0,90% الأسهم
Waycross Investment Management Co $9594695 443173 0,89% الأسهم
EIGHT 31 FINANCIAL, LLC $9451589 436563 0,88% الأسهم
D.A. DAVIDSON & CO. $8287577 382798 0,77% الأسهم
Robertson Stephens Wealth Management, LLC $8078579 373145 0,75% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7015199 324028 0,65% الأسهم
SPRENG CAPITAL MANAGEMENT, INC. $6982493 322517 0,65% الأسهم
FORONJY FINANCIAL LLC $6832107 315571 0,64% الأسهم
CONFLUENCE INVESTMENT MANAGEMENT LLC $6680823 314762 0,62% الأسهم
FAGAN ASSOCIATES, INC. $6369770 294216 0,59% الأسهم
OSAIC HOLDINGS, INC. $6297617 290713 0,59% الأسهم
STIFEL FINANCIAL CORP $5974957 275978 0,56% الأسهم
CENTRAL TRUST Co $5952560 274945 0,55% الأسهم
REBALANCE, LLC $5854912 270435 0,54% الأسهم
Baird Financial Group, Inc. $5618067 259495 0,52% الأسهم
Stockman Wealth Management, Inc. $5541066 255938 0,52% الأسهم
Baltimore-Washington Financial Advisors, Inc. $5493233 253729 0,51% الأسهم
Asset Dedication, LLC $5365477 247828 0,50% الأسهم
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $5146638 237720 0,48% الأسهم
Belpointe Asset Management LLC $4810023 222170 0,45% الأسهم
Accretive Wealth Partners, LLC $4371893 201935 0,41% الأسهم
ROYAL BANK OF CANADA $3957000 182778 0,37% الأسهم
Portland Global Advisors LLC $3873986 178937 0,36% الأسهم
Financial Engines Advisors L.L.C. $3872097 178850 0,36% الأسهم
HOWLAND CAPITAL MANAGEMENT LLC $3817588 176332 0,36% الأسهم
Northstar Group, Inc. $3701869 170987 0,34% الأسهم
SIGNATUREFD, LLC $3658525 168985 0,34% الأسهم
Parallel Advisors, LLC $3456649 159660 0,32% الأسهم
MV CAPITAL MANAGEMENT, INC. $3090711 142758 0,29% الأسهم
SCS Capital Management LLC $2870140 132570 0,27% الأسهم
Cetera Investment Advisers $2835548 130972 0,26% الأسهم
Sanctuary Advisors, LLC $2681679 123865 0,25% الأسهم
Apella Capital, LLC $2667138 123650 0,25% الأسهم
LEAVELL INVESTMENT MANAGEMENT, INC. $2545369 117569 0,24% الأسهم
Hughes Financial Services, LLC $2226356 102834 0,21% الأسهم
Valmark Advisers, Inc. $2192387 101265 0,20% الأسهم
TITLEIST ASSET MANAGEMENT, LLC $2153829 99482 0,20% الأسهم
HighTower Advisors, LLC $1829867 84520 0,17% الأسهم
Leo Wealth, LLC $1800642 82436 0,17% الأسهم
Atria Investments, Inc $1775368 82003 0,17% الأسهم
Allworth Financial LP $1712927 79119 0,16% الأسهم
Midwest Professional Planners, LTD. $1661075 76724 0,15% الأسهم
Associated Banc-Corp $1499110 69243 0,14% الأسهم
Montecito Bank & Trust $1473312 69414 0,14% الأسهم
SUMMITPOINT CAPITAL MANAGEMENT $1452276 67080 0,14% الأسهم
IFP Advisors, Inc $1439357 66483 0,13% الأسهم
CAPTRUST FINANCIAL ADVISORS $1425826 65858 0,13% الأسهم
Reliant Wealth Planning $1327469 61315 0,12% الأسهم
JIM SAULNIER & ASSOCIATES, LLC $1317177 60840 0,12% الأسهم
GOLDMAN SACHS GROUP INC $1301187 60101 0,12% الأسهم
KING LUTHER CAPITAL MANAGEMENT CORP $1290557 59610 0,12% الأسهم
Foundry Financial Group, Inc. $1289193 59547 0,12% الأسهم
BIP Wealth, LLC $1253553 57901 0,12% الأسهم
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1223334 56505 0,11% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1075875 49694 0,10% الأسهم
Snowden Capital Advisors LLC $943040 43558 0,09% الأسهم
Cerity Partners LLC $926393 42790 0,09% الأسهم
MOULTON WEALTH MANAGEMENT, INC $914733 42408 0,09% الأسهم
KFG WEALTH MANAGEMENT, LLC $897177 41440 0,08% الأسهم
Atlantic Private Wealth, LLC $890226 41119 0,08% الأسهم
Compass Ion Advisors, LLC $824673 38091 0,08% الأسهم
DUNCKER STREETT & CO INC $817078 37740 0,08% الأسهم
Great Diamond Partners, LLC $802674 37075 0,07% الأسهم
CARY STREET PARTNERS FINANCIAL LLC $782886 36161 0,07% الأسهم
KOM Wealth Management Group, LLC $771510 35636 0,07% الأسهم
Chris Bulman Inc $770550 35591 0,07% الأسهم
Community Financial Services Group, LLC $741534 34386 0,07% الأسهم
Capital Investment Advisors, LLC $720295 33270 0,07% الأسهم
BENJAMIN EDWARDS INC $716495 33094 0,07% الأسهم
AQR CAPITAL MANAGEMENT LLC $702543 32450 0,07% الأسهم
L2 Asset Management, LLC $699833 32325 0,07% الأسهم
Mendota Financial Group, LLC $688615 31807 0,06% الأسهم
HARBOUR INVESTMENTS, INC. $635554 29356 0,06% الأسهم
Keeler Thomas Management LLC $626127 28920 0,06% الأسهم
Granite Harbor Advisors, Inc. $623975 28821 0,06% الأسهم
Straight Path Wealth Management $619796 28628 0,06% الأسهم
Independent Advisor Alliance $604533 27923 0,06% الأسهم
Blake Schutter Theil Wealth Advisors, LLC $594098 27441 0,06% الأسهم
Creative Planning $579527 26768 0,05% الأسهم
NATIONAL BANK OF CANADA /FI/ $567660 26232 0,05% الأسهم
MML INVESTORS SERVICES, LLC $535411 24730 0,05% الأسهم
Modern Wealth Management, LLC $524666 24234 0,05% الأسهم
SCHMIDT P J INVESTMENT MANAGEMENT INC $521364 24081 0,05% الأسهم
TABLEAUX LLC $502821 23225 0,05% الأسهم
FIFTH THIRD BANCORP $492776 22761 0,05% الأسهم
Old Port Advisors $488511 22564 0,05% الأسهم
Daybright Advisory Services, Inc. $466700 21652 0,04% الأسهم
Kestra Advisory Services, LLC $451531 20856 0,04% الأسهم
Austin Private Wealth, LLC $450442 20526 0,04% الأسهم
DecisionMap Wealth Management, LLC $439538 20302 0,04% الأسهم
Jacobi Capital Management LLC $427369 19740 0,04% الأسهم
Heartland Bank & Trust Co $424102 19589 0,04% الأسهم
Walleye Partners, LLC $416799 19252 0,04% الأسهم
Atwater Malick LLC $398966 18428 0,04% الأسهم
SMITHBRIDGE ASSET MANAGEMENT INC/DE $398360 18400 0,04% الأسهم
Prime Capital Investment Advisors, LLC $394098 18203 0,04% الأسهم
Beacon Pointe Advisors, LLC $379705 17538 0,04% الأسهم
Black Maple Capital Management LP $378875 17500 0,04% الأسهم
Summit Wealth Partners, LLC $376161 17375 0,03% الأسهم
STAR Financial Bank $374956 17319 0,03% الأسهم
CGN Advisors LLC $372921 17225 0,03% الأسهم
XY Planning Network, Inc. $372921 17225 0,03% الأسهم
JOHNSON INVESTMENT COUNSEL INC $372228 17193 0,03% الأسهم
Madrid Wealth Management, LLC $365907 16901 0,03% الأسهم
Kestra Investment Management, LLC $364736 16847 0,03% الأسهم
Signature Wealth Management Group $363708 16651 0,03% الأسهم
Towne Trust Company, N.A $356922 16486 0,03% الأسهم
BARRETT & COMPANY, INC. $353631 16334 0,03% الأسهم
OneDigital Investment Advisors LLC $352462 16280 0,03% الأسهم
TRANSCEND CAPITAL ADVISORS, LLC $344776 15925 0,03% الأسهم
FULLCIRCLE WEALTH LLC $343609 15672 0,03% الأسهم
COWA, LLC $340446 15725 0,03% الأسهم
Trinity Wealth Management, LLC $340381 15722 0,03% الأسهم
Prosperity Planning, Inc. $340273 15578 0,03% الأسهم
Single Point Partners, LLC $331440 15309 0,03% الأسهم
Safeguard Financial, LLC $328556 15092 0,03% الأسهم
LBMC INVESTMENT ADVISORS, LLC $318818 14726 0,03% الأسهم
Element Wealth, LLC $314380 14521 0,03% الأسهم
Cyr Financial Inc. $311349 14381 0,03% الأسهم
Cambridge Financial Group, LLC $303339 14011 0,03% الأسهم
JAMES INVESTMENT RESEARCH, INC. $296518 13696 0,03% الأسهم
Crews Bank & Trust $294224 13590 0,03% الأسهم
COLDSTREAM CAPITAL MANAGEMENT INC $290673 13426 0,03% الأسهم
MLP3, LLC $289667 13261 0,03% الأسهم
Madden Advisory Services, Inc. $287837 13295 0,03% الأسهم
LIBERTY WEALTH MANAGEMENT LLC $282755 12945 0,03% الأسهم
LEVEL FOUR ADVISORY SERVICES, LLC $282741 13059 0,03% الأسهم
PRINCIPAL SECURITIES, INC. $282554 13051 0,03% الأسهم
JANE STREET GROUP, LLC $280779 12969 0,03% الأسهم
Advisory Services Network, LLC $280624 12962 0,03% الأسهم
Physician Wealth Advisors, Inc. $280055 12936 0,03% الأسهم
Koss-Olinger Consulting, LLC $279775 12923 0,03% الأسهم
MILESTONE ASSET MANAGEMENT, LLC $277878 12835 0,03% الأسهم
Alamar Capital Management, LLC $274955 12700 0,03% الأسهم
Jaffetilchin Investment Partners, LLC $268366 12286 0,02% الأسهم
CFS Investment Advisory Services, LLC $267602 12389 0,02% الأسهم
Conrad Siegel Investment Advisors, Inc. $265727 12274 0,02% الأسهم
Guidance Point Advisors, LLC $262225 12112 0,02% الأسهم
Autumn Glory Partners, LLC $260103 12014 0,02% الأسهم
Vestmark Advisory Solutions, Inc. $257664 11901 0,02% الأسهم
O'Brien Wealth Partners LLC $253267 11541 0,02% الأسهم
Highland Financial Advisors, LLC $253262 11698 0,02% الأسهم
Resonant Capital Advisors, LLC $251205 11603 0,02% الأسهم
MGO ONE SEVEN LLC $239511 11063 0,02% الأسهم
Global Retirement Partners, LLC $234967 10853 0,02% الأسهم
Trust Co $224377 10272 0,02% الأسهم
Apollon Wealth Management, LLC $217971 10068 0,02% الأسهم
Avidian Wealth Enterprises, LLC $213512 9862 0,02% الأسهم
Foundations Investment Advisors, LLC $206329 9530 0,02% الأسهم
Penobscot Investment Management Company, Inc. $205675 9500 0,02% الأسهم
KINTRA WEALTH, LLC $205058 9500 0,02% الأسهم
WASHINGTON TRUST Co $202687 9362 0,02% الأسهم
Koshinski Asset Management, Inc. $202604 9358 0,02% الأسهم
Talon Private Wealth, LLC $202482 9352 0,02% الأسهم
Focus Partners Wealth $202471 9352 0,02% الأسهم
Atlantic Union Bankshares Corp $136850 6321 0,01% الأسهم
Cherry Tree Wealth Management, LLC $136210 6291 0,01% الأسهم
High Note Wealth, LLC $124358 5744 0,01% الأسهم
Hills Bank & Trust Co $118685 5482 0,01% الأسهم
Spectrum Wealth Counsel, LLC $114641 5266 0,01% الأسهم
Pinnacle Bancorp, Inc. $114247 5277 0,01% الأسهم
Key Financial Inc $108142 4995 0,01% الأسهم
Farther Finance Advisors, LLC $99885 4614 0,01% الأسهم
Lowe fs, LLC $95921 4369 0,01% الأسهم
US BANCORP \DE\ $88657 4095 0,01% الأسهم
Hara Capital LLC $86600 4000 0,01% الأسهم
FIDUCIARY FINANCIAL ADVISORS $84040 3882 0,01% الأسهم
CNB Bank $81902 3783 0,01% الأسهم
Steward Partners Investment Advisory, LLC $80646 3725 0,01% الأسهم
AllSquare Wealth Management LLC $76733 3495 0,01% الأسهم
Bogart Wealth, LLC $69367 3204 0,01% الأسهم
2UniFi Bank $61925 2835 0,01% الأسهم
COMERICA BANK $60085 2738 0,01% الأسهم
Longview Financial Advisors LLC $56182 2595 0,01% الأسهم
BANK OF MONTREAL /CAN/ $50788 2346 0,00% الأسهم
MCF Advisors LLC $49904 2305 0,00% الأسهم
Hyposwiss Advisors SA $49362 2280 0,00% الأسهم
TD Capital Management LLC $45552 2104 0,00% الأسهم
Basepoint Wealth LLC $43759 2021 0,00% الأسهم
Robbins Farley $19745 912 0,00% الأسهم
PARK AVENUE SECURITIES LLC $8576 396112 0,00% الأسهم
GILPIN WEALTH MANAGEMENT, LLC $8401 388 0,00% الأسهم
Janney Montgomery Scott LLC $5707 263619 0,00% الأسهم
AE Wealth Management LLC $5239 242 0,00% الأسهم
BOSTON FAMILY OFFICE LLC $3987 184177 0,00% الأسهم
THOROUGHBRED FINANCIAL SERVICES, LLC $3590 165829 0,00% الأسهم
PNC Financial Services Group, Inc. $1386 64 0,00% الأسهم
Larson Financial Group LLC $1169 54 0,00% الأسهم
Thrivent Financial for Lutherans $1054 48658 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $940 43414 0,00% الأسهم
LANARK FINANCIAL, INC. $562 26 0,00% الأسهم
Opus Capital Group, LLC $301 13900 0,00% الأسهم
FMR LLC $289 13 0,00% الأسهم
First PREMIER Bank $78 3590 0,00% الأسهم
JPMORGAN CHASE & CO $22 1 0,00% الأسهم
Hemington Wealth Management $0 39 0,00% الأسهم