SPGM — الملاك المؤسسيون (13F)

182 مقدمي إقرار · $975.9M 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
LPL Financial LLC $194136289 2266094 19,89% الأسهم
Sequoia Financial Advisors, LLC $189677295 2214046 19,44% الأسهم
BANK OF NOVA SCOTIA $105579708 1232400 10,82% الأسهم
HighTower Advisors, LLC $72507329 846356 7,43% الأسهم
Private Advisor Group, LLC $36282639 423517 3,72% الأسهم
Peak Financial Management, Inc. $31277880 365097 3,20% الأسهم
COMMERCE BANK $20733425 242015 2,12% الأسهم
OSAIC HOLDINGS, INC. $19977271 233160 2,05% الأسهم
Goldstone Financial Group, LLC $19728996 230291 2,02% الأسهم
Schaeffer Financial LLC $19441016 226929 1,99% الأسهم
MORGAN STANLEY $15685749 183094 1,61% الأسهم
Advance Capital Management, Inc. $12639511 147537 1,30% الأسهم
BANK OF AMERICA CORP /DE/ $12575463 146790 1,29% الأسهم
NewEdge Advisors, LLC $11102343 129594 1,14% الأسهم
Ethos Financial Group, LLC $10201381 122686 1,05% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9350261 109143 0,96% الأسهم
Belpointe Asset Management LLC $8752733 102168 0,90% الأسهم
Clearstead Advisors, LLC $8185239 95544 0,84% الأسهم
FORONJY FINANCIAL LLC $7812658 91195 0,80% الأسهم
UBS Group AG $7712784 90029 0,79% الأسهم
JPMORGAN CHASE & CO $7609995 89476 0,78% الأسهم
RAYMOND JAMES FINANCIAL INC $7185400 83873 0,74% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6804423 79112 0,70% الأسهم
Coastal Bridge Advisors, LLC $6680269 77977 0,68% الأسهم
Barden Capital Management, Inc. $6638961 77495 0,68% الأسهم
Investment Planning Advisors, Inc. $6244503 72890 0,64% الأسهم
Balentine LLC $6244376 72889 0,64% الأسهم
UNIQUE WEALTH, LLC $5924526 69155 0,61% الأسهم
MENORA MIVTACHIM HOLDINGS LTD. $5397210 63000 0,55% الأسهم
Destiny Wealth Partners, LLC $4988013 58627 0,51% الأسهم
ACT WEALTH MANAGEMENT, LLC $3549696 41435 0,36% الأسهم
Cresset Asset Management, LLC $3424230 39970 0,35% الأسهم
INTERACTIVE FINANCIAL ADVISORS, INC. $2916756 34328 0,30% الأسهم
Great Waters Wealth Management $2612045 30490 0,27% الأسهم
Corient Private Wealth LP $2579070 30105 0,26% الأسهم
SHP Wealth Management $2488731 29050 0,26% الأسهم
CWM, LLC $2486998 32849 0,25% الأسهم
Convergence Financial, LLC $2417258 28216 0,25% الأسهم
Tennessee Valley Asset Management Partners $2350710 27439 0,24% الأسهم
FINANCIAL CONSULATE, INC $2225044 25972 0,23% الأسهم
Atria Wealth Solutions, Inc. $2210760 32040 0,23% الأسهم
AMERIPRISE FINANCIAL INC $2116251 24702 0,22% الأسهم
FLAGSHIP HARBOR ADVISORS, LLC $2080639 24287 0,21% الأسهم
Ausdal Financial Partners, Inc. $2030379 23700 0,21% الأسهم
Cooper Financial Group $2007224 23430 0,21% الأسهم
ENVESTNET ASSET MANAGEMENT INC $1979995 23112 0,20% الأسهم
Gerber Kawasaki Wealth & Investment Management $1940858 22655 0,20% الأسهم
TRUIST FINANCIAL CORP $1931601 22547 0,20% الأسهم
IAG Wealth Partners, LLC $1816225 21200 0,19% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $1636811 19106 0,17% الأسهم
PFG Advisors $1584638 18497 0,16% الأسهم
Sigma Planning Corp $1552243 18119 0,16% الأسهم
GREAT VALLEY ADVISOR GROUP, INC. $1515200 17686 0,16% الأسهم
New England Capital Financial Advisors LLC $1399860 16340 0,14% الأسهم
XY Planning Network, Inc. $1387426 16195 0,14% الأسهم
Modern Wealth Management, LLC $1281459 14958 0,13% الأسهم
Chicago Partners Investment Group LLC $1274720 15127 0,13% الأسهم
ROYAL BANK OF CANADA $1229000 14351 0,13% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $1197750 13981 0,12% الأسهم
Global Assets Advisory, LLC $1187719 13926 0,12% الأسهم
Americana Partners, LLC $1155945 13493 0,12% الأسهم
Flagship Private Wealth, LLC $1080632 12614 0,11% الأسهم
Waverly Advisors, LLC $1047193 12224 0,11% الأسهم
KPP Advisory Services LLC $1022921 11940 0,10% الأسهم
FSM Wealth Advisors, LLC $943217 11010 0,10% الأسهم
Mariner, LLC $917682 10712 0,09% الأسهم
PRIVATE TRUST CO NA $868522 10138 0,09% الأسهم
Christensen, King & Associates Investment Services, Inc. $805974 9408 0,08% الأسهم
Merit Financial Group, LLC $803109 9374 0,08% الأسهم
Cetera Investment Advisers $770345 8992 0,08% الأسهم
VERUS CAPITAL PARTNERS, LLC $744594 8691 0,08% الأسهم
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $733849 8566 0,08% الأسهم
Western Wealth Management, LLC $676397 7895 0,07% الأسهم
BIP Wealth, LLC $669688 7817 0,07% الأسهم
Strategic Wealth Investment Group, LLC $651404 7604 0,07% الأسهم
Geneos Wealth Management Inc. $648608 7571 0,07% الأسهم
GTS SECURITIES LLC $644410 7522 0,07% الأسهم
STIFEL FINANCIAL CORP $640128 7472 0,07% الأسهم
LVW Advisors, LLC $637985 7447 0,07% الأسهم
Professional Financial Advisors, LLC $636830 7434 0,07% الأسهم
Creative Planning $634489 7406 0,07% الأسهم
AE Wealth Management LLC $625477 7301 0,06% الأسهم
JAMES INVESTMENT RESEARCH, INC. $603459 7044 0,06% الأسهم
Stratos Investment Management, LLC $575661 6719 0,06% الأسهم
CAPTRUST FINANCIAL ADVISORS $568163 6632 0,06% الأسهم
Garrett Wealth Advisory Group, LLC $563504 6578 0,06% الأسهم
Monument Capital Management $558911 6524 0,06% الأسهم
BlackRock, Inc. $557969 6513 0,06% الأسهم
Vernal Point Advisors, LLC $551286 6435 0,06% الأسهم
GOLDMAN SACHS GROUP INC $516162 6025 0,05% الأسهم
Alaska Wealth Advisors, LLC $503997 5883 0,05% الأسهم
Summit Financial, LLC $493241 5757 0,05% الأسهم
Clear Creek Financial Management, LLC $477782 5577 0,05% الأسهم
Bridgewater Advisors Inc. $462964 5384 0,05% الأسهم
Perennial Advisors, LLC $458763 5355 0,05% الأسهم
Cornerstone Wealth Management, LLC $433143 5056 0,04% الأسهم
Global Retirement Partners, LLC $431539 5037 0,04% الأسهم
Financial Engines Advisors L.L.C. $427922 4995 0,04% الأسهم
Quantinno Capital Management LP $425956 4972 0,04% الأسهم
Atlantic Union Bankshares Corp $425866 4971 0,04% الأسهم
Kingsview Wealth Management, LLC $424324 4953 0,04% الأسهم
Key Financial Inc $409845 4784 0,04% الأسهم
Focus Partners Advisor Solutions, LLC $403334 4708 0,04% الأسهم
Koshinski Asset Management, Inc. $403214 4707 0,04% الأسهم
Zhang Financial LLC $383802 4480 0,04% الأسهم
IHT Wealth Management, LLC $379912 4435 0,04% الأسهم
DGS Capital Management, LLC $354096 4677 0,04% الأسهم
Sage Mountain Advisors LLC $349619 4081 0,04% الأسهم
Bank of New York Mellon Corp $349069 4075 0,04% الأسهم
Atlas Private Wealth Advisors $331674 3872 0,03% الأسهم
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $330430 3857 0,03% الأسهم
SIGNAL TREE FINANCIAL PARTNERS LLC $329744 3849 0,03% الأسهم
Pure Financial Advisors, LLC $320371 3740 0,03% الأسهم
RHS Financial, LLC $316037 3689 0,03% الأسهم
Beacon Pointe Advisors, LLC $313510 3659 0,03% الأسهم
United Advisor Group, LLC $311059 3631 0,03% الأسهم
Farther Finance Advisors, LLC $308300 3599 0,03% الأسهم
J.W. COLE ADVISORS, INC. $301181 3516 0,03% الأسهم
C M BIDWELL & ASSOCIATES LTD $299315 3494 0,03% الأسهم
Holos Integrated Wealth LLC $296423 3478 0,03% الأسهم
MCCARTER PRIVATE WEALTH SERVICES LLC $280569 3275 0,03% الأسهم
MCF Advisors LLC $278680 3253 0,03% الأسهم
TBH Global Asset Management, LLC $277935 3244 0,03% الأسهم
Sanctuary Advisors, LLC $273373 3191 0,03% الأسهم
Jacobi Capital Management LLC $259153 3025 0,03% الأسهم
OPPENHEIMER & CO INC $256410 2993 0,03% الأسهم
Ameritas Advisory Services, LLC $234783 2741 0,02% الأسهم
Heritage Wealth Partners, LLC $229653 3679 0,02% الأسهم
FMR LLC $210006 2451 0,02% الأسهم
Valmark Advisers, Inc. $209206 2442 0,02% الأسهم
World Investment Advisors $208733 2757 0,02% الأسهم
Larson Financial Group LLC $195405 2281 0,02% الأسهم
Cape Investment Advisory, Inc. $190016 2218 0,02% الأسهم
Plante Moran Financial Advisors, LLC $150180 1753 0,02% الأسهم
AdvisorNet Financial, Inc $144480 1686 0,01% الأسهم
Horizon Investments, LLC $144183 1683 0,01% الأسهم
Sunrise Financial Services, LLC $140413 1639 0,01% الأسهم
JONES FINANCIAL COMPANIES LLLP $137012 1628 0,01% الأسهم
AlphaCore Capital LLC $108287 1264 0,01% الأسهم
ACIMA PRIVATE WEALTH, LLC $104346 1218 0,01% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $96833 1279 0,01% الأسهم
FAS Wealth Partners, Inc. $89093 1040 0,01% الأسهم
Basepoint Wealth LLC $81316 949 0,01% الأسهم
Spire Wealth Management $80108 935 0,01% الأسهم
FRANKLIN RESOURCES INC $75390 880 0,01% الأسهم
ELEVATION WEALTH PARTNERS, LLC $73248 855 0,01% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $66345 780 0,01% الأسهم
WELLS FARGO & COMPANY/MN $64668 755 0,01% الأسهم
Rockefeller Capital Management L.P. $64112 748 0,01% الأسهم
CITIGROUP INC $46433 542 0,00% الأسهم
Wealth Enhancement Trust Services, Inc. $44120 515 0,00% الأسهم
Hughes Financial Services, LLC $43435 507 0,00% الأسهم
Tidemark, LLC $36820 430 0,00% الأسهم
ROTHSCHILD INVESTMENT LLC $32879 384 0,00% الأسهم
Joseph Group Capital Management $25958 303 0,00% الأسهم
MGB Wealth Management, LLC $23013 300 0,00% الأسهم
Midwest Capital Advisors, LLC $19974 233 0,00% الأسهم
Continuum Advisory, LLC $14067 164 0,00% الأسهم
Longview Financial Advisors LLC $12251 143 0,00% الأسهم
Cranbrook Wealth Management, LLC $12166 142 0,00% الأسهم
Allworth Financial LP $11224 131 0,00% الأسهم
ASSETMARK, INC $10623 124 0,00% الأسهم
Ashton Thomas Private Wealth, LLC $9938 116 0,00% الأسهم
GAMMA Investing LLC $8310 97 0,00% الأسهم
CoreCap Advisors, LLC $7025 82 0,00% الأسهم
SIGNATUREFD, LLC $6417 75 0,00% الأسهم
Rialto Wealth Management, LLC $6340 74 0,00% الأسهم
Steward Partners Investment Advisory, LLC $5569 65 0,00% الأسهم
Legacy Investment Solutions, LLC $5520 80 0,00% الأسهم
Betterment LLC $5245 61223 0,00% الأسهم
FLOW TRADERS U.S. LLC $4432 51731 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $3848 44921 0,00% الأسهم
PNC Financial Services Group, Inc. $1713 20 0,00% الأسهم
Kingdom Financial Group LLC. $1497 17 0,00% الأسهم
CX Institutional $1137 13146 0,00% الأسهم
VANGUARD ADVISERS INC $833 11 0,00% الأسهم
Front Row Advisors LLC $527 6 0,00% الأسهم
Stillwater Private Wealth, LLC $484 5491 0,00% الأسهم
Smartleaf Asset Management LLC $340 4 0,00% الأسهم
WHITTIER TRUST CO $172 2 0,00% الأسهم
Accredited Wealth Management, LLC $75 126 0,00% الأسهم
TSFG, LLC $13 157 0,00% الأسهم