IDVO — Pemilik institusional (13F)

130 pengaju · $508.5M 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
RAYMOND JAMES FINANCIAL INC $95.919.071 2.283.788 18,86% Saham
CPC Advisors, LLC $52.785.123 1.256.789 10,38% Saham
LPL Financial LLC $41.900.001 997.619 8,24% Saham
GREAT VALLEY ADVISOR GROUP, INC. $26.878.800 639.968 5,29% Saham
OSAIC HOLDINGS, INC. $25.809.690 614.472 5,08% Saham
Principle Wealth Partners LLC $19.838.951 472.356 3,90% Saham
Sterling Financial Group, Inc. $19.710.627 528.577 3,88% Saham
STIFEL FINANCIAL CORP $19.180.143 456.668 3,77% Saham
MORGAN STANLEY $18.137.029 431.833 3,57% Saham
Sequoia Financial Advisors, LLC $17.745.420 422.510 3,49% Saham
UBS Group AG $14.546.154 346.337 2,86% Saham
ROYAL BANK OF CANADA $9.888.000 235.435 1,94% Saham
CARY STREET PARTNERS FINANCIAL LLC $9.676.002 230.381 1,90% Saham
COMMONWEALTH EQUITY SERVICES, LLC $9.391.590 223.609 1,85% Saham
Elmwood Wealth Management, Inc. $8.619.618 205.229 1,70% Saham
ARQ WEALTH ADVISORS, LLC $7.058.299 164.798 1,39% Saham
EverSource Wealth Advisors, LLC $6.933.423 165.082 1,36% Saham
Steward Partners Investment Advisory, LLC $6.047.715 143.993 1,19% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5.877.913 139.950 1,16% Saham
TRUIST FINANCIAL CORP $5.705.662 135.849 1,12% Saham
Atlas Wealth LLC $5.355.000 127.500 1,05% Saham
ENVESTNET ASSET MANAGEMENT INC $5.203.681 123.897 1,02% Saham
IAM Advisory, LLC $4.363.749 103.899 0,86% Saham
Proficio Capital Partners LLC $4.263.840 101.520 0,84% Saham
Baird Financial Group, Inc. $3.955.770 94.185 0,78% Saham
Visionary Wealth Advisors $3.862.326 91.960 0,76% Saham
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3.813.504 90.798 0,75% Saham
SAGESPRING WEALTH PARTNERS, LLC $2.735.284 65.126 0,54% Saham
Retirement Planning Group, LLC $2.730.872 65.021 0,54% Saham
Financial Insights, Inc. $2.277.828 54.234 0,45% Saham
Pasadena Private Wealth, LLC $2.201.808 52.424 0,43% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2.069.150 48.847 0,41% Saham
CAP Partners, LLC $1.950.719 46.446 0,38% Saham
Capital Investment Advisory Services, LLC $1.898.988 45.214 0,37% Saham
NewEdge Advisors, LLC $1.725.080 41.073 0,34% Saham
URS Advisory LLC $1.576.641 37.539 0,31% Saham
Northwest Financial Advisors $1.483.977 35.333 0,29% Saham
Snowden Capital Advisors LLC $1.463.772 34.852 0,29% Saham
JONES FINANCIAL COMPANIES LLLP $1.435.038 34.521 0,28% Saham
Navis Wealth Advisors, LLC $1.332.492 31.726 0,26% Saham
OLD MISSION CAPITAL LLC $1.321.110 31.455 0,26% Saham
Carr Financial Group Corp $1.272.123 30.289 0,25% Saham
Private Advisor Group, LLC $1.198.131 28.527 0,24% Saham
Karras Company, Inc. $1.193.626 28.420 0,23% Saham
MILESTONE ASSET MANAGEMENT, LLC $1.104.553 26.298 0,22% Saham
US BANCORP \DE\ $1.087.732 25.881 0,21% Saham
JPMORGAN CHASE & CO $1.041.620 25.002 0,20% Saham
Bright Futures Wealth Management, LLC. $1.030.134 24.527 0,20% Saham
Savvy Advisors, Inc. $1.021.007 24.310 0,20% Saham
JOHNSON INVESTMENT COUNSEL INC $966.630 23.015 0,19% Saham
Institute for Wealth Management, LLC. $964.278 22.959 0,19% Saham
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953.778 22.709 0,19% Saham
Farther Finance Advisors, LLC $950.752 22.637 0,19% Saham
Embree Financial Group $905.941 21.570 0,18% Saham
HARBOUR INVESTMENTS, INC. $902.653 21.492 0,18% Saham
Hilltop Holdings Inc. $858.941 20.451 0,17% Saham
Goldstone Financial Group, LLC $808.766 19.256 0,16% Saham
HBK Sorce Advisory LLC $682.536 15.932 0,13% Saham
Reliant Wealth Planning $631.176 15.028 0,12% Saham
Kestra Advisory Services, LLC $616.728 14.684 0,12% Saham
KINGSWOOD WEALTH ADVISORS, LLC $577.038 13.739 0,11% Saham
INTEGRITY ALLIANCE, LLC. $463.387 11.033 0,09% Saham
UMB Bank, n.a. $453.600 10.800 0,09% Saham
Equitable Holdings, Inc. $449.265 10.697 0,09% Saham
Arkadios Wealth Advisors $440.440 10.487 0,09% Saham
Sigma Planning Corp $425.668 10.135 0,08% Saham
Strategic Wealth Partners, Ltd. $375.181 8.933 0,07% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372.048 8.991 0,07% Saham
Redwood Family Wealth LLC $367.412 8.747 0,07% Saham
Atria Investments, Inc $358.468 8.535 0,07% Saham
INDEPENDENT FINANCIAL GROUP, LLC $353.514 8.417 0,07% Saham
Mariner, LLC $348.594 8.300 0,07% Saham
Marion Wealth Management $329.988 7.857 0,06% Saham
FLAGSTAR SECURITIES, INC $309.760 7.375 0,06% Saham
Tidemark, LLC $294.426 7.010 0,06% Saham
PFG Investments, LLC $283.787 6.757 0,06% Saham
HighTower Advisors, LLC $282.534 6.727 0,06% Saham
HighPoint Advisor Group LLC $267.834 6.377 0,05% Saham
LifeGoal Investments, LLC $265.125 6.313 0,05% Saham
WELLS FARGO & COMPANY/MN $256.987 6.119 0,05% Saham
Capital Wealth Planning, LLC $241.362 5.747 0,05% Saham
MERCER GLOBAL ADVISORS INC /ADV $237.258 5.649 0,05% Saham
BENJAMIN EDWARDS INC $231.378 5.509 0,05% Saham
Bison Wealth, LLC $220.935 5.237 0,04% Saham
MONECO ADVISORS, LLC $215.601 5.133 0,04% Saham
CITADEL ADVISORS LLC $214.200 5.100 0,04% Opsi jual
Brookstone Capital Management $214.050 5.096 0,04% Saham
Mission Hills Financial Advisory, LLC $212.142 5.051 0,04% Saham
SPC Financial, Inc. $210.689 5.650 0,04% Saham
Avidian Wealth Enterprises, LLC $203.700 4.850 0,04% Saham
Trexquant Investment LP $203.532 4.846 0,04% Saham
Clear Trail Advisors, LLC $203.220 4.839 0,04% Saham
JOURNEY STRATEGIC WEALTH LLC $201.298 4.974 0,04% Saham
PERRYMAN FINANCIAL ADVISORY INC /AD $201.018 4.786 0,04% Saham
SIMPLEX TRADING, LLC $163.254 3.887 0,03% Saham
Pinnacle Bancorp, Inc. $143.976 3.428 0,03% Saham
AdvisorNet Financial, Inc $131.250 3.125 0,03% Saham
FIFTH THIRD BANCORP $102.438 2.439 0,02% Saham
Noble Wealth Management PBC $87.234 2.100 0,02% Saham
Wealth Enhancement Trust Services, Inc. $84.000 2.000 0,02% Saham
Aptus Capital Advisors, LLC $76.650 1.825 0,02% Saham
Ancora Advisors LLC $67.368 1.604 0,01% Saham
Global Retirement Partners, LLC $58.456 1.392 0,01% Saham
MPWM ADVISORY SOLUTIONS, LLC $56.700 1.350 0,01% Saham
Decker Retirement Planning Inc. $49.140 1.170 0,01% Saham
Janney Montgomery Scott LLC $45.497 1.083.262 0,01% Saham
IFP Advisors, Inc $45.444 1.082 0,01% Saham
Allworth Financial LP $37.800 900 0,01% Saham
PRIVATE TRUST CO NA $34.650 825 0,01% Saham
PNC Financial Services Group, Inc. $33.600 800 0,01% Saham
Triumph Capital Management $25.956 618 0,01% Saham
Federation des caisses Desjardins du Quebec $19.866 473 0,00% Saham
Ascentis Wealth Management, LLC $16.907 402 0,00% Saham
JPL Wealth Management, LLC $16.380 390 0,00% Saham
LANARK FINANCIAL, INC. $14.700 350 0,00% Saham
Rockefeller Capital Management L.P. $12.600 300 0,00% Saham
SWAN Capital LLC $12.141 300 0,00% Saham
CWM, LLC $10.118 250 0,00% Saham
ROTHSCHILD INVESTMENT LLC $8.400 200 0,00% Saham
SALEM INVESTMENT COUNSELORS INC $8.400 200 0,00% Saham
ASSETMARK, INC $5.754 137 0,00% Saham
AE Wealth Management LLC $4.200 100 0,00% Saham
SHP Wealth Management $3.750 89 0,00% Saham
SIGNATUREFD, LLC $3.570 85 0,00% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2.954 73 0,00% Saham
FARMERS & MERCHANTS INVESTMENTS INC $1.050 25 0,00% Saham
CENTAURUS FINANCIAL, INC. $160 3.800 0,00% Saham
TSFG, LLC $45 1.061 0,00% Saham
Capital Analysts, LLC $18 423 0,00% Saham
Roble, Belko & Company, Inc $10 244 0,00% Saham