ISMD — Pemilik institusional (13F)

111 pengaju · $238.3M 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
Inspire Advisors, LLC $78.920.986 1.579.201 33,12% Saham
OneAscent Financial Services LLC $39.686.814 793.784 16,66% Saham
Christian Investment Advisors, Inc. $16.822.842 336.477 7,06% Saham
LPL Financial LLC $13.117.674 262.369 5,51% Saham
PAX Financial Group, LLC $10.039.204 200.796 4,21% Saham
Inspire Investing, LLC $7.588.488 189.855 3,18% Saham
Sound Financial Strategies Group, LLC $3.921.265 78.430 1,65% Saham
SILVER OAK SECURITIES, INCORPORATED $3.543.038 70.865 1,49% Saham
AlphaStar Capital Management, LLC $3.536.572 70.736 1,48% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3.316.148 67.415 1,39% Saham
GOLDMAN SACHS GROUP INC $3.223.557 64.475 1,35% Saham
CREATIVE FINANCIAL DESIGNS INC /ADV $2.552.191 51.047 1,07% Saham
GTS SECURITIES LLC $2.285.713 45.717 0,96% Saham
TWO SIGMA INVESTMENTS, LP $2.139.872 42.800 0,90% Saham
UBS Group AG $2.080.925 41.621 0,87% Saham
Simplicity Wealth,LLC $2.046.681 40.936 0,86% Saham
Cetera Investment Advisers $1.852.080 37.044 0,78% Saham
EverSource Wealth Advisors, LLC $1.842.718 36.857 0,77% Saham
WorthPointe, LLC $1.754.869 35.099 0,74% Saham
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1.739.111 34.824 0,73% Saham
CITADEL ADVISORS LLC $1.645.401 32.910 0,69% Saham
Chevy Chase Trust Holdings, LLC $1.566.500 31.330 0,66% Saham
LVZ, Inc. $1.432.238 28.646 0,60% Saham
Focus Partners Advisor Solutions, LLC $1.394.943 27.900 0,59% Saham
Bare Financial Services, Inc $1.377.467 27.551 0,58% Saham
Cornerstone Financial Management LLC $1.173.021 23.462 0,49% Saham
AE Wealth Management LLC $1.118.327 22.368 0,47% Saham
JONES FINANCIAL COMPANIES LLLP $1.010.183 20.432 0,42% Saham
Financial Advisory Corp $984.764 19.696 0,41% Saham
Koss-Olinger Consulting, LLC $949.343 18.988 0,40% Saham
TRUST POINT INC. $947.543 18.952 0,40% Saham
COMMONWEALTH EQUITY SERVICES, LLC $928.890 18.579 0,39% Saham
FAMILY WEALTH PARTNERS, LLC $842.518 21.079 0,35% Saham
Providence Financial Advisors, LLC $834.666 16.694 0,35% Saham
IFP Advisors, Inc $767.454 15.350 0,32% Saham
RMG Wealth Management LLC $746.102 14.836 0,31% Saham
CWM, LLC $739.205 18.494 0,31% Saham
Keel Point, LLC $716.507 14.331 0,30% Saham
Sterling Investment Advisors, Ltd. $714.957 14.300 0,30% Saham
RAYMOND JAMES FINANCIAL INC $710.579 14.212 0,30% Saham
CAPTRUST FINANCIAL ADVISORS $694.820 13.897 0,29% Saham
Pinnacle Financial Partners, Inc. $685.059 13.702 0,29% Saham
Faithward Advisors, LLC $662.584 13.252 0,28% Saham
Farther Finance Advisors, LLC $659.510 13.191 0,28% Saham
Revisor Wealth Management LLC $576.980 11.489 0,24% Saham
HARBOUR INVESTMENTS, INC. $573.074 11.462 0,24% Saham
OSAIC HOLDINGS, INC. $555.973 11.113 0,23% Saham
Sanctuary Advisors, LLC $545.496 10.911 0,23% Saham
Frontier Asset Management, LLC $540.375 10.808 0,23% Saham
ENVESTNET ASSET MANAGEMENT INC $496.988 9.940 0,21% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495.070 9.902 0,21% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $462.185 9.244 0,19% Saham
Whitaker-Myers Wealth Managers, LTD. $456.306 9.127 0,19% Saham
Focus Financial Network, Inc. $414.367 8.251 0,17% Saham
ROYAL BANK OF CANADA $388.000 7.751 0,16% Saham
H D Vest Advisory Services $376.073 10.585 0,16% Saham
Gateway Wealth Partners, LLC $352.168 7.044 0,15% Saham
LaSalle St. Investment Advisors, LLC $332.882 6.658 0,14% Saham
MML INVESTORS SERVICES, LLC $324.144 6.483 0,14% Saham
Gambit Capital Management, LLC $317.181 6.344 0,13% Saham
Waverly Advisors, LLC $303.382 6.068 0,13% Saham
LITTLEJOHN FINANCIAL SERVICES, INC. $299.632 5.993 0,13% Saham
Hilltop Holdings Inc. $269.234 5.385 0,11% Saham
Legacy Wealth Asset Management, LLC $267.484 5.350 0,11% Saham
PFG Advisors $266.484 5.330 0,11% Saham
Harvest Investment Services, LLC $252.385 5.048 0,11% Saham
Larry Mathis Financial Planning, LLC $250.535 5.011 0,11% Saham
BENJAMIN EDWARDS INC $233.784 4.676 0,10% Saham
CreativeOne Wealth, LLC $226.051 4.522 0,09% Saham
LifeWealth Investments, LLC $220.587 4.412 0,09% Saham
AQR CAPITAL MANAGEMENT LLC $220.287 4.406 0,09% Saham
Merit Financial Group, LLC $218.547 4.371 0,09% Saham
Crossmark Global Holdings, Inc. $215.941 4.324 0,09% Saham
AdvisorNet Financial, Inc $215.737 4.315 0,09% Saham
Cornerstone Planning Group LLC $207.608 4.207 0,09% Saham
MCF Advisors LLC $207.099 4.129 0,09% Saham
COURIER CAPITAL LLC $206.388 4.128 0,09% Saham
JOHNSON INVESTMENT COUNSEL INC $201.787 4.036 0,08% Saham
Arax Advisory Partners $200.186 4.004 0,08% Saham
Geneos Wealth Management Inc. $200.000 4.000 0,08% Saham
MORGAN STANLEY $129.761 2.595 0,05% Saham
Fairman Group, LLC $128.096 2.551 0,05% Saham
HOWE & RUSLING INC $112.144 2.243 0,05% Saham
Ameritas Advisory Services, LLC $106.402 2.128 0,04% Saham
Aptus Capital Advisors, LLC $80.695 1.614 0,03% Saham
Continuum Advisory, LLC $74.546 1.491 0,03% Saham
Steward Partners Investment Advisory, LLC $66.546 1.331 0,03% Saham
CoreCap Advisors, LLC $64.246 1.285 0,03% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47.247 945 0,02% Saham
Blue Trust, Inc. $43.197 864 0,02% Saham
OLIVER LAGORE VANVALIN INVESTMENT GROUP $37.938 1.112 0,02% Saham
PRIVATE TRUST CO NA $31.248 625 0,01% Saham
PEOPLES FINANCIAL SERVICES CORP. $23.495 470 0,01% Saham
IFG Advisory, LLC $19.298 386 0,01% Saham
TRUST CO OF TOLEDO NA /OH/ $18.499 370 0,01% Saham
Values First Advisors, Inc. $15.449 309 0,01% Saham
Noble Wealth Management PBC $13.905 300 0,01% Saham
Winch Advisory Services, LLC $11.876 238 0,00% Saham
WELLS FARGO & COMPANY/MN $10.500 210 0,00% Saham
Institute for Wealth Management, LLC. $10.416 208 0,00% Saham
StrongBox Wealth, LLC $9.899 198 0,00% Saham
FMR LLC $9.462 189 0,00% Saham
Keating Financial Advisory Services, Inc. $9.099 182 0,00% Saham
IAG Wealth Partners, LLC $3.150 63 0,00% Saham
Ameritas Investment Partners, Inc. $2.733 55 0,00% Saham
Cambridge Investment Research Advisors, Inc. $953 19.070 0,00% Saham
Allworth Financial LP $500 10 0,00% Saham
Q3 Asset Management $414 8.283 0,00% Saham
Betterment LLC $214 4.280 0,00% Saham
JPMORGAN CHASE & CO $11 0 0,00% Saham
CX Institutional $7 148 0,00% Saham