CALI — संस्थागत मालिक (13F)

105 फाइलर्स · $158.2M कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
LPL Financial LLC $17456704 345438 11.04% शेयर
CITIZENS FINANCIAL GROUP INC/RI $14472306 286382 9.15% शेयर
Global Retirement Partners, LLC $13957960 276204 8.83% शेयर
Elmwood Wealth Management, Inc. $11603323 229610 7.34% शेयर
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7545223 149618 4.77% शेयर
FIRST AMERICAN TRUST, FSB $5247812 103845 3.32% शेयर
DeLarme Wealth Management, Inc. $4871776 96404 3.08% शेयर
NDWM LLC $4486114 88772 2.84% शेयर
SWEENEY & MICHEL, LLC $4246067 84322 2.68% शेयर
Composition Wealth, LLC $3356484 66419 2.12% शेयर
Elequin Capital, LP $3276740 64841 2.07% शेयर
Integrated Wealth Concepts LLC $2949180 58359 1.86% शेयर
BAILARD, INC. $2919155 57765 1.85% शेयर
HUB Investment Partners, LLC $2472273 48922 1.56% शेयर
Precision Wealth Strategies, LLC $2463966 48758 1.56% शेयर
FINANCIAL MANAGEMENT NETWORK INC $2168777 43010 1.37% शेयर
Pasadena Private Wealth, LLC $2156379 42671 1.36% शेयर
Atlas Private Wealth Advisors $1672127 33089 1.06% शेयर
HighTower Advisors, LLC $1623554 32127 1.03% शेयर
TriaGen Wealth Management LLC $1567608 31020 0.99% शेयर
Valmark Advisers, Inc. $1540155 30477 0.97% शेयर
M. Kulyk & Associates, LLC $1523024 30138 0.96% शेयर
WRAPMANAGER INC $1492854 29541 0.94% शेयर
Stratos Wealth Partners, LTD. $1447525 28644 0.92% शेयर
McIlrath & Eck, LLC $1389700 27557 0.88% शेयर
OSAIC HOLDINGS, INC. $1388642 27478 0.88% शेयर
CARY STREET PARTNERS FINANCIAL LLC $1325988 26239 0.84% शेयर
Cerity Partners LLC $1323620 26194 0.84% शेयर
KANAWHA CAPITAL MANAGEMENT LLC $1313910 26000 0.83% शेयर
FLC Capital Advisors $1212385 23991 0.77% शेयर
MEMBERS WEALTH LLC $1203221 23810 0.76% शेयर
Kera Capital Partners, Inc. $1191565 23579 0.75% शेयर
Perigon Wealth Management, LLC $1164832 23050 0.74% शेयर
Private Advisor Group, LLC $1103723 21841 0.70% शेयर
KWB Wealth $1076785 21339 0.68% शेयर
Perennial Investment Advisors, LLC $1057646 20929 0.67% शेयर
AXXCESS WEALTH MANAGEMENT, LLC $1046093 20700 0.66% शेयर
Shared Vision Wealth Group LLC $1045418 20687 0.66% शेयर
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $859095 17000 0.54% शेयर
Mutual Advisors, LLC $848344 16787 0.54% शेयर
Diversified Portfolios, Inc. $796987 15771 0.50% शेयर
Beacon Pointe Advisors, LLC $787336 15580 0.50% शेयर
Tortuga Wealth Management, Inc $765535 15149 0.48% शेयर
Cetera Investment Advisers $720730 14262 0.46% शेयर
Meridian Wealth Management, LLC $707490 14000 0.45% शेयर
Mariner, LLC $675148 13360 0.43% शेयर
UBS Group AG $656753 12996 0.42% शेयर
Ariadne Wealth Management, LP $653267 12927 0.41% शेयर
Savvy Advisors, Inc. $600559 11884 0.38% शेयर
Sound Portfolio Advisors, LLC $581961 11516 0.37% शेयर
Richard P Slaughter Associates Inc $575543 11389 0.36% शेयर
Selby Wealth Management, LLC $555731 10997 0.35% शेयर
Sowell Financial Services LLC $525941 10407 0.33% शेयर
Weaver Consulting Group $520511 10300 0.33% शेयर
V2 Financial group LLC $517961 10250 0.33% शेयर
WESPAC Advisors SoCal, LLC $500600 9906 0.32% शेयर
Flatrock Wealth Partners LLC $472064 9341 0.30% शेयर
Capital Advantage, Inc. $470656 9313 0.30% शेयर
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $461738 9137 0.29% शेयर
Bristlecone Value Partners, LLC $461485 9132 0.29% शेयर
Bell Investment Advisors, Inc $442509 8756 0.28% शेयर
Shum Financial Group, Inc. $434197 8592 0.27% शेयर
COMMONWEALTH EQUITY SERVICES, LLC $430520 8519 0.27% शेयर
KINGSWOOD WEALTH ADVISORS, LLC $430246 8514 0.27% शेयर
Apella Capital, LLC $429722 8522 0.27% शेयर
Client First Capital LLC $422227 8355 0.27% शेयर
RWA WEALTH PARTNERS, LLC $412012 8153 0.26% शेयर
NewEdge Advisors, LLC $402208 7959 0.25% शेयर
Chatterton & Associates Inc. $401999 7973 0.25% शेयर
SEEDS INVESTOR LLC $389776 7713 0.25% शेयर
Creative Planning $385279 7624 0.24% शेयर
VANCE WEALTH, LLC $379720 7514 0.24% शेयर
Farther Finance Advisors, LLC $347641 6879 0.22% शेयर
BASSO CAPITAL MANAGEMENT, L.P. $345154 6830 0.22% शेयर
3 FACTOR INDEXING, LLC $343083 6789 0.22% शेयर
Compound Planning, Inc. $325193 6435 0.21% शेयर
EHRLICH FINANCIAL GROUP $320847 6349 0.20% शेयर
GRAYBILL WEALTH MANAGEMENT, LTD. $303210 6000 0.19% शेयर
Integrated Advisors Network LLC $300482 5946 0.19% शेयर
GC Wealth Management RIA, LLC $299319 5923 0.19% शेयर
NWF Advisory Services Inc. $270767 5358 0.17% शेयर
Savant Capital, LLC $270565 5354 0.17% शेयर
ABOUND FINANCIAL, LLC $252675 5000 0.16% शेयर
Meritas Wealth Management, LLC $251108 4969 0.16% शेयर
Stone Summit Wealth LLC $248430 4916 0.16% शेयर
Trilogy Capital Inc. $228405 4520 0.14% शेयर
Peak Financial Management, Inc. $222354 4400 0.14% शेयर
Bridgewater Advisors Inc. $212427 4222 0.13% शेयर
RIVER'S EDGE WEALTH MANAGEMENT, LLC $209443 4154 0.13% शेयर
CAPTRUST FINANCIAL ADVISORS $202140 4000 0.13% शेयर
CITADEL ADVISORS LLC $201534 3988 0.13% शेयर
UNION SAVINGS BANK $149264 2954 0.09% शेयर
MORGAN STANLEY $126338 2500 0.08% शेयर
Sankala Group LLC $110853 2201 0.07% शेयर
Cheviot Value Management, LLC $88436 1750 0.06% शेयर
CREATIVE FINANCIAL DESIGNS INC /ADV $88436 1750 0.06% शेयर
Allworth Financial LP $78835 1560 0.05% शेयर
Aptus Capital Advisors, LLC $78178 1547 0.05% शेयर
Smartleaf Asset Management LLC $72056 1426 0.05% शेयर
WealthCollab, LLC $65241 1291 0.04% शेयर
Sunrise Financial Services, LLC $53062 1050 0.03% शेयर
Strategic Wealth Partners, Ltd. $50038 990 0.03% शेयर
Cambridge Investment Research Advisors, Inc. $3280 64912 0.00% शेयर
Betterment LLC $240 4758 0.00% शेयर
WELLS FARGO & COMPANY/MN $43 1 0.00% शेयर