SPXX — الملاك المؤسسيون (13F)

233 مقدمي إقرار · $766.3M 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 $232494187 12472863 30,34% الأسهم
WELLS FARGO & COMPANY/MN $45485918 2440231 5,94% الأسهم
Saba Capital Management, L.P. $44139930 2368022 5,76% الأسهم
LPL Financial LLC $37225467 1997074 4,86% الأسهم
Invesco Ltd. $37051287 1987730 4,84% الأسهم
Allspring Global Investments Holdings, LLC $36378700 1951647 4,75% الأسهم
UBS Group AG $33737244 1809938 4,40% الأسهم
RAYMOND JAMES FINANCIAL INC $33306332 1786820 4,35% الأسهم
BANK OF AMERICA CORP /DE/ $24184853 1297471 3,16% الأسهم
GUGGENHEIM CAPITAL LLC $17468308 937141 2,28% الأسهم
OSAIC HOLDINGS, INC. $11194661 600563 1,46% الأسهم
ROYAL BANK OF CANADA $8388000 450007 1,09% الأسهم
STIFEL FINANCIAL CORP $8140750 436736 1,06% الأسهم
ABSOLUTE INVESTMENT ADVISERS, LLC $7865819 421986 1,03% الأسهم
AMERIPRISE FINANCIAL INC $7844988 420868 1,02% الأسهم
GatePass Capital, LLC $6895868 369950 0,90% الأسهم
Twelve Points Wealth Management LLC $6432996 345118 0,84% الأسهم
Almitas Capital LLC $6093546 326907 0,80% الأسهم
Capital Investment Advisors, LLC $5523608 296331 0,72% الأسهم
Shaker Financial Services, LLC $4968917 257328 0,65% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $4520870 242536 0,59% الأسهم
Cetera Investment Advisers $4277028 229454 0,56% الأسهم
Logan Stone Capital, LLC $4264683 228792 0,56% الأسهم
&PARTNERS $3831791 205568 0,50% الأسهم
WOLVERINE ASSET MANAGEMENT LLC $3774097 202473 0,49% الأسهم
MONECO ADVISORS, LLC $3704704 198750 0,48% الأسهم
Bulldog Investors, LLP $3496342 187572 0,46% الأسهم
Quarry LP $3302467 177171 0,43% الأسهم
Sage Capital Management, LLC $3105161 166576 0,41% الأسهم
Altium Capital Management LLC $2933843 157395 0,38% الأسهم
1607 Capital Partners, LLC $2907635 155989 0,38% الأسهم
Shulman DeMeo Asset Management LLC $2824924 151552 0,37% الأسهم
MML INVESTORS SERVICES, LLC $2808943 150694 0,37% الأسهم
TWO SIGMA INVESTMENTS, LP $2637672 141506 0,34% الأسهم
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2599646 139466 0,34% الأسهم
NewEdge Advisors, LLC $2593242 139122 0,34% الأسهم
Advisory Advocates, LLC $2508925 134599 0,33% الأسهم
ENVESTNET ASSET MANAGEMENT INC $2503260 134295 0,33% الأسهم
FORTEM FINANCIAL GROUP, LLC $2348603 125998 0,31% الأسهم
PMG Family Office LLC $2132046 111852 0,28% الأسهم
Cypress Capital Management LLC (WY) $2094815 110380 0,27% الأسهم
Focus Partners Wealth $2044458 109643 0,27% الأسهم
LIGHTHOUSE FINANCIAL SERVICES INC /ADV $2023487 108498 0,26% الأسهم
Kestra Advisory Services, LLC $1942636 104219 0,25% الأسهم
Prospera Financial Services Inc $1897666 101811 0,25% الأسهم
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1836879 98545 0,24% الأسهم
TPG Advisors LLC $1814567 97348 0,24% الأسهم
Private Advisor Group, LLC $1764636 94669 0,23% الأسهم
FORTERIS WEALTH MANAGEMENT INC. $1683472 90315 0,22% الأسهم
D.A. DAVIDSON & CO. $1670554 89622 0,22% الأسهم
FIFTH THIRD BANCORP $1452253 77911 0,19% الأسهم
Ionic Capital Management LLC $1423518 76369 0,19% الأسهم
ISLAY CAPITAL MANAGEMENT, LLC $1416342 75984 0,18% الأسهم
HighTower Advisors, LLC $1411789 75740 0,18% الأسهم
Moors & Cabot, Inc. $1399978 75106 0,18% الأسهم
Integrated Wealth Concepts LLC $1331558 71435 0,17% الأسهم
ASHTON THOMAS SECURITIES, LLC $1272180 68250 0,17% الأسهم
Dynamic Advisor Solutions LLC $1236876 66356 0,16% الأسهم
Patten Group, Inc. $1225897 65767 0,16% الأسهم
Allworth Financial LP $1219379 65417 0,16% الأسهم
Tyche Wealth Partners LLC $1209825 64905 0,16% الأسهم
DAVENPORT & Co LLC $1143974 61372 0,15% الأسهم
High Point Wealth Management, LLC $1120631 60120 0,15% الأسهم
Blake Schutter Theil Wealth Advisors, LLC $1069507 57377 0,14% الأسهم
Compound Planning, Inc. $1066174 57198 0,14% الأسهم
TRUIST FINANCIAL CORP $1064682 57118 0,14% الأسهم
Baird Financial Group, Inc. $1040559 55824 0,14% الأسهم
Advisors Asset Management, Inc. $996133 55218 0,13% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $978973 52520 0,13% الأسهم
PUFF WEALTH MANAGEMENT, LLC $955559 51264 0,12% الأسهم
SIMS INVESTMENT MANAGEMENT, LLC $940612 50462 0,12% الأسهم
IMC-Chicago, LLC $936716 50253 0,12% الأسهم
Rockefeller Capital Management L.P. $884618 47458 0,12% الأسهم
Richmond Investment Services, LLC $859380 46104 0,11% الأسهم
Steward Partners Investment Advisory, LLC $838108 44963 0,11% الأسهم
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $822266 44113 0,11% الأسهم
XTX Topco Ltd $808920 43397 0,11% الأسهم
Alteri Wealth LLC $806329 43258 0,11% الأسهم
Leo Wealth, LLC $801154 49854 0,10% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $783990 42037 0,10% الأسهم
Venture Visionary Partners LLC $777363 41704 0,10% الأسهم
Western Wealth Management, LLC $755613 40537 0,10% الأسهم
UMB Bank, n.a. $742338 39825 0,10% الأسهم
PNC Financial Services Group, Inc. $707529 37958 0,09% الأسهم
IFP Advisors, Inc $706531 37904 0,09% الأسهم
WORLD EQUITY GROUP, INC. $697675 37429 0,09% الأسهم
DIVERSIFY WEALTH MANAGEMENT, LLC $687167 37084 0,09% الأسهم
Diversify Advisory Services, LLC $687167 37084 0,09% الأسهم
Calamos Advisors LLC $686362 36822 0,09% الأسهم
Spire Wealth Management $683750 36682 0,09% الأسهم
LANARK FINANCIAL, INC. $680248 36494 0,09% الأسهم
Investment Partners Asset Management, Inc. $677564 36350 0,09% الأسهم
Summit Financial, LLC $673817 35913 0,09% الأسهم
CHOREO, LLC $663127 34753 0,09% الأسهم
Focused Wealth Management, Inc $653723 35071 0,09% الأسهم
Sanctuary Advisors, LLC $641104 34394 0,08% الأسهم
CAPTRUST FINANCIAL ADVISORS $619407 33230 0,08% الأسهم
World Investment Advisors $610825 35955 0,08% الأسهم
Pflug Koory, LLC $609304 32688 0,08% الأسهم
DECISION INVESTMENTS, INC $606676 32547 0,08% الأسهم
Closed-End Fund Advisors, Inc. $552285 29629 0,07% الأسهم
B. Riley Wealth Advisors, Inc. $546513 30011 0,07% الأسهم
COMMONS CAPITAL, LLC $542255 29091 0,07% الأسهم
Waverly Advisors, LLC $539814 28960 0,07% الأسهم
Hilltop Holdings Inc. $539386 28937 0,07% الأسهم
MARCO INVESTMENT MANAGEMENT LLC $536813 28799 0,07% الأسهم
SCHNIEDERS CAPITAL MANAGEMENT, LLC. $523970 28110 0,07% الأسهم
MGO ONE SEVEN LLC $520846 27942 0,07% الأسهم
Formidable Asset Management, LLC $510956 31796 0,07% الأسهم
Jackson, Grant Investment Advisers, Inc. $510243 27374 0,07% الأسهم
Institute for Wealth Management, LLC. $479831 25742 0,06% الأسهم
Mariner, LLC $478081 25648 0,06% الأسهم
Patriot Financial Group Insurance Agency, LLC $474686 25466 0,06% الأسهم
Kovack Advisors, Inc. $448731 24062 0,06% الأسهم
Pointe Capital Management LLC $442644 23747 0,06% الأسهم
INSTRUMENTAL WEALTH, LLC $419936 22529 0,05% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $387852 20808 0,05% الأسهم
Creative Planning $387750 20802 0,05% الأسهم
Lido Advisors, LLC $382915 20088 0,05% الأسهم
SAGESPRING WEALTH PARTNERS, LLC $369628 19830 0,05% الأسهم
BANK OF MONTREAL /CAN/ $368411 19764 0,05% الأسهم
CoreCap Advisors, LLC $345753 18549 0,05% الأسهم
Concurrent Investment Advisors, LLC $345360 18528 0,05% الأسهم
INTEGRATED CAPITAL MANAGEMENT, INC. $344839 18500 0,05% الأسهم
Palogic Value Management, L.P. $334383 17939 0,04% الأسهم
KINGSWOOD WEALTH ADVISORS, LLC $326107 17495 0,04% الأسهم
UHLMANN PRICE SECURITIES, LLC $315855 16944 0,04% الأسهم
StoneX Group Inc. $306510 16084 0,04% الأسهم
WEALTH EFFECTS LLC $306177 16426 0,04% الأسهم
Sheaff Brock Investment Advisors, LLC $301818 17859 0,04% الأسهم
Quantedge Capital Pte Ltd $299657 16076 0,04% الأسهم
Armor Investment Advisors, LLC $291716 15650 0,04% الأسهم
Procyon Advisors, LLC $290952 15609 0,04% الأسهم
Triumph Capital Management $283608 15215 0,04% الأسهم
Maltin Wealth Management, Inc. $281509 15102 0,04% الأسهم
Apriem Advisors $281147 15083 0,04% الأسهم
Morey & Quinn Wealth Partners, LLC $276655 14842 0,04% الأسهم
Pathstone Holdings, LLC $274474 14725 0,04% الأسهم
NORTHEAST PLANNING ASSOCIATES, INC. / NH / $268198 14388 0,03% الأسهم
KESTRA PRIVATE WEALTH SERVICES, LLC $267888 14372 0,03% الأسهم
COMMERCE BANK $266216 14282 0,03% الأسهم
HARBOUR INVESTMENTS, INC. $260103 13954 0,03% الأسهم
Aptus Capital Advisors, LLC $260084 13953 0,03% الأسهم
Aviance Capital Partners, LLC $259675 13931 0,03% الأسهم
PINNACLE ASSOCIATES LTD $258772 13883 0,03% الأسهم
Merit Financial Group, LLC $255610 13713 0,03% الأسهم
Wealth Preservation Advisors, LLC $255238 13693 0,03% الأسهم
Kingsview Wealth Management, LLC $246663 13233 0,03% الأسهم
CSS LLC/IL $243923 13086 0,03% الأسهم
PKS Advisory Services, LLC $242157 12992 0,03% الأسهم
Kapstone Financial Advisors LLC $234883 12601 0,03% الأسهم
Apella Capital, LLC $233923 12624 0,03% الأسهم
VISTA INVESTMENT PARTNERS II, LLC $229999 12339 0,03% الأسهم
GREAT VALLEY ADVISOR GROUP, INC. $229869 12332 0,03% الأسهم
Global Retirement Partners, LLC $224537 12046 0,03% الأسهم
Laird Norton Wetherby Trust Company, LLC $220351 11560 0,03% الأسهم
Founders Financial Alliance, LLC $219113 11755 0,03% الأسهم
Axiom Investment Management LLC $210745 11306 0,03% الأسهم
NWF Advisory Services Inc. $209065 11216 0,03% الأسهم
Beacon Pointe Advisors, LLC $207122 11112 0,03% الأسهم
TRANSCEND CAPITAL ADVISORS, LLC $205663 11033 0,03% الأسهم
Farther Finance Advisors, LLC $196159 10524 0,03% الأسهم
Centurion Wealth Management LLC $192726 10339 0,03% الأسهم
CWM, LLC $138011 8588 0,02% الأسهم
HOLLENCREST CAPITAL MANAGEMENT $134730 7228 0,02% الأسهم
PFS Partners, LLC $130481 7000 0,02% الأسهم
Cornerstone Financial Management LLC $125205 6717 0,02% الأسهم
Geneos Wealth Management Inc. $121514 6519 0,02% الأسهم
EASTERN BANK $118010 6331 0,02% الأسهم
HUNTINGTON NATIONAL BANK $102240 5485 0,01% الأسهم
Larson Financial Group LLC $99556 5341 0,01% الأسهم
SIGNATUREFD, LLC $99147 5319 0,01% الأسهم
US BANCORP \DE\ $98624 5291 0,01% الأسهم
Pinnacle Wealth Planning Services, Inc. $93237 5002 0,01% الأسهم
Smallwood Wealth Investment Management, LLC $85952 4611 0,01% الأسهم
PRIVATE TRUST CO NA $84383 4527 0,01% الأسهم
BAYBAN $78251 4198 0,01% الأسهم
Ameritas Advisory Services, LLC $59228 3177 0,01% الأسهم
BEACON INVESTMENT ADVISORY SERVICES, INC. $56573 3035 0,01% الأسهم
CITIGROUP INC $53981 2896 0,01% الأسهم
Arax Advisory Partners $53976 2896 0,01% الأسهم
HARBOR INVESTMENT ADVISORY, LLC $53161 2852 0,01% الأسهم
IFG Advisory, LLC $48353 2594 0,01% الأسهم
Marshall & Sterling Wealth Advisors Inc. $47066 2525 0,01% الأسهم
JPMORGAN CHASE & CO $43631 2396 0,01% الأسهم
Buck Wealth Strategies, LLC $39125 2099 0,01% الأسهم
LifeSteps Financial, Inc. $37765 2026 0,00% الأسهم
North Star Investment Management Corp. $37280 2000 0,00% الأسهم
JONES FINANCIAL COMPANIES LLLP $34507 1931 0,00% الأسهم
CENTRAL TRUST Co $33180 1780 0,00% الأسهم
Crews Bank & Trust $28855 1548 0,00% الأسهم
Sunbelt Securities, Inc. $28605 1780 0,00% الأسهم
DELTA ASSET MANAGEMENT LLC/TN $28165 1511 0,00% الأسهم
Wilmington Savings Fund Society, FSB $26525 1423 0,00% الأسهم
WPG Advisers, LLC $26208 1406 0,00% الأسهم
SOA Wealth Advisors, LLC. $21287 1142 0,00% الأسهم
COMERICA BANK $18040 1000 0,00% الأسهم
GABLES CAPITAL MANAGEMENT INC. $15639 839 0,00% الأسهم
CoreFirst Bank & Trust $14539 780 0,00% الأسهم
ASSETMARK, INC $13850 743 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $11166 599022 0,00% الأسهم
ROTHSCHILD INVESTMENT LLC $10830 581 0,00% الأسهم
ST GERMAIN D J CO INC $9916 532 0,00% الأسهم
Imprint Wealth LLC $9469 508 0,00% الأسهم
MB, LEVIS & ASSOCIATES, LLC $9376 503 0,00% الأسهم
Costello Asset Management, INC $9376 503 0,00% الأسهم
AdvisorNet Financial, Inc $8090 434 0,00% الأسهم
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $7270 390 0,00% الأسهم
GoalVest Advisory LLC $5565 301 0,00% الأسهم
Continuum Advisory, LLC $5462 293 0,00% الأسهم
Janney Montgomery Scott LLC $5285 283510 0,00% الأسهم
McIlrath & Eck, LLC $5271 328 0,00% الأسهم
Glass Jacobson Investment Advisors llc $3989 214 0,00% الأسهم
Fortis Group Advisors, LLC $3896 209 0,00% الأسهم
Colonial Trust Co / SC $3879 213 0,00% الأسهم
Lodestone Wealth Management LLC $3560 191 0,00% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3407 212 0,00% الأسهم
Ameliora Wealth Management Ltd. $3113 167 0,00% الأسهم
HIGHLINE WEALTH PARTNERS LLC $2796 150 0,00% الأسهم
VSM Wealth Advisory, LLC $2703 145 0,00% الأسهم
PARK AVENUE SECURITIES LLC $2108 113088 0,00% الأسهم
Abound Wealth Management $2025 126 0,00% الأسهم
Pinnacle Bancorp, Inc. $1789 96 0,00% الأسهم
SHP Wealth Management $1725 93 0,00% الأسهم
EVOLUTION WEALTH MANAGEMENT INC. $1696 91 0,00% الأسهم
N.E.W. Advisory Services LLC $1305 70 0,00% الأسهم
WEDBUSH SECURITIES INC $650 34848 0,00% الأسهم
HRT FINANCIAL LP $452 24278 0,00% الأسهم
Strategic Investment Solutions, Inc. /IL $447 24 0,00% الأسهم
Tower Research Capital LLC (TRC) $373 20 0,00% الأسهم
Virtu Financial LLC $304 16289 0,00% الأسهم
HAZLETT, BURT & WATSON, INC. $119 6376 0,00% الأسهم
FNY Investment Advisers, LLC $37 2000 0,00% الأسهم