IBMT — Pemilik institusional (13F)

74 pengaju · $99.9M total · Per tanggal 30 Sep. 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
HighTower Advisors, LLC $16.715.863 647.902 16,74% Saham
MERCER GLOBAL ADVISORS INC /ADV $12.345.223 478.497 12,36% Saham
Vishria Bird Financial Group, LLC $10.567.888 408.263 10,58% Saham
US BANCORP \DE\ $5.804.923 224.997 5,81% Saham
BANK OF AMERICA CORP /DE/ $4.058.315 157.299 4,06% Saham
Praetorian Wealth Management, Inc. $3.653.538 141.610 3,66% Saham
LBMC INVESTMENT ADVISORS, LLC $3.408.180 132.100 3,41% Saham
Hills Bank & Trust Co $2.894.528 112.191 2,90% Saham
Quantum Financial Advisors, LLC $2.674.547 103.665 2,68% Saham
Focus Partners Wealth $2.602.059 100.855 2,61% Saham
COLDSTREAM CAPITAL MANAGEMENT INC $2.512.920 97.400 2,52% Saham
ASSETMARK, INC $2.133.608 82.698 2,14% Saham
Ellis Investment Partners, LLC $1.839.383 71.293 1,84% Saham
ROYAL BANK OF CANADA $1.478.000 57.275 1,48% Saham
COMMONWEALTH EQUITY SERVICES, LLC $1.200.830 46.544 1,20% Saham
Kestra Advisory Services, LLC $1.186.195 45.977 1,19% Saham
NewEdge Advisors, LLC $1.040.616 40.334 1,04% Saham
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1.034.090 40.081 1,04% Saham
GC Wealth Management RIA, LLC $1.015.540 39.362 1,02% Saham
CENTRAL TRUST Co $985.741 38.207 0,99% Saham
SPINNAKER TRUST $945.080 36.631 0,95% Saham
Jacobi Capital Management LLC $944.744 36.618 0,95% Saham
Curbstone Financial Management Corp $940.410 36.450 0,94% Saham
Atlantic Union Bankshares Corp $934.553 36.223 0,94% Saham
UBS Group AG $844.253 32.723 0,85% Saham
Cyndeo Wealth Partners, LLC $827.699 32.081 0,83% Saham
Valmark Advisers, Inc. $803.515 31.144 0,80% Saham
GOLDMAN SACHS GROUP INC $790.925 30.656 0,79% Saham
CWM, LLC $731.635 28.505 0,73% Saham
LEAVELL INVESTMENT MANAGEMENT, INC. $710.274 27.530 0,71% Saham
IFP Advisors, Inc $643.916 24.958 0,64% Saham
LPL Financial LLC $635.934 24.649 0,64% Saham
DROMS STRAUSS ADVISORS INC /MO/ /ADV $628.230 24.350 0,63% Saham
Sanctuary Advisors, LLC $613.747 23.789 0,61% Saham
STIFEL FINANCIAL CORP $584.036 22.637 0,58% Saham
Godshalk Welsh Capital Management, Inc. $541.800 21.000 0,54% Saham
Rossmore Private Capital $527.713 20.454 0,53% Saham
Paradigm, Strategies in Wealth Management, LLC $513.575 19.906 0,51% Saham
Aspen Wealth Management LLC $502.403 19.473 0,50% Saham
Newman Dignan & Sheerar, Inc. $490.333 19.005 0,49% Saham
Beacon Pointe Advisors, LLC $443.521 17.191 0,44% Saham
RAYMOND JAMES FINANCIAL INC $440.303 17.066 0,44% Saham
Parallel Advisors, LLC $402.480 15.600 0,40% Saham
SIGMA INVESTMENT COUNSELORS INC $375.507 14.630 0,38% Saham
HOWLAND CAPITAL MANAGEMENT LLC $370.488 14.360 0,37% Saham
Balefire, LLC $335.323 12.997 0,34% Saham
IFG Advisory, LLC $306.211 11.869 0,31% Saham
Syntegra Private Wealth Group, LLC $299.048 11.591 0,30% Saham
Pacific Excel Wealth Advisors, Inc. $281.813 10.923 0,28% Saham
Heritage Family Offices, LLP $281.813 10.923 0,28% Saham
SCHMIDT P J INVESTMENT MANAGEMENT INC $279.672 10.840 0,28% Saham
Sterling Investment Advisors, Ltd. $277.995 10.775 0,28% Saham
MEMBERS WEALTH LLC $254.568 9.867 0,25% Saham
Capital Investment Advisors, LLC $253.032 9.807 0,25% Saham
Cornell Pochily Investment Advisors, Inc. $232.071 8.995 0,23% Saham
Archford Capital Strategies, LLC $220.384 8.542 0,22% Saham
Cetera Investment Advisers $214.217 8.303 0,21% Saham
Carnegie Investment Counsel $206.400 8.000 0,21% Saham
MORGAN STANLEY $187.927 7.284 0,19% Saham
Addison Advisors LLC $130.806 5.070 0,13% Saham
Crews Bank & Trust $109.650 4.250 0,11% Saham
Princeton Global Asset Management LLC $100.104 3.880 0,10% Saham
10Elms LLP $90.300 3.500 0,09% Saham
HARBOUR INVESTMENTS, INC. $88.261 3.421 0,09% Saham
Global Retirement Partners, LLC $81.760 3.169 0,08% Saham
MidFirst Bank $79.206 3.070 0,08% Saham
JPMORGAN CHASE & CO $47.067 1.825 0,05% Saham
OSAIC HOLDINGS, INC. $41.280 1.600 0,04% Saham
Sarver Vrooman Wealth Advisors $38.864 1.576 0,04% Saham
ADIRONDACK TRUST CO $34.919 1.354 0,03% Saham
BARRETT & COMPANY, INC. $25.800 1.000 0,03% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $18.266 708 0,02% Saham
JONES FINANCIAL COMPANIES LLLP $12.163 472 0,01% Saham
BlackRock, Inc. $1.677 65 0,00% Saham