SOR — Pemilik institusional (13F)

58 pengaju · $73.7M total · Per tanggal 30 Juni 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
DKM Wealth Management, Inc. $14.393.004 313.096 19,53% Saham
D.A. DAVIDSON & CO. $7.673.337 166.920 10,41% Saham
Shaker Financial Services, LLC $7.077.818 153.966 9,61% Saham
DIVERSIFIED MANAGEMENT INC $5.464.324 117.969 7,42% Saham
Hara Capital LLC $4.577.003 99.565 6,21% Saham
MORGAN STANLEY $4.177.616 90.877 5,67% Saham
FIRST TRUST ADVISORS LP $3.473.217 75.554 4,71% Saham
Mesirow Financial Investment Management, Inc. $3.466.524 75.409 4,70% Saham
WELLS FARGO & COMPANY/MN $3.103.138 67.504 4,21% Saham
RAYMOND JAMES FINANCIAL INC $2.667.036 58.017 3,62% Saham
Invesco Ltd. $1.560.773 33.952 2,12% Saham
Anchor Investment Management, LLC $1.321.954 28.757 1,79% Saham
Smith Asset Management Co., LLC $1.290.010 28.062 1,75% Saham
US BANCORP \DE\ $1.140.056 24.800 1,55% Saham
Keating Financial Advisory Services, Inc. $1.047.476 22.786 1,42% Saham
LPL Financial LLC $966.499 21.025 1,31% Saham
&PARTNERS $726.272 15.799 0,99% Saham
OSAIC HOLDINGS, INC. $694.963 15.115 0,94% Saham
Chemistry Wealth Management LLC $652.360 14.191 0,89% Saham
Baltimore-Washington Financial Advisors, Inc. $646.660 14.067 0,88% Saham
BANK OF AMERICA CORP /DE/ $645.337 14.038 0,88% Saham
PECAUT & CO. $625.241 13.601 0,85% Saham
READYSTATE ASSET MANAGEMENT LP $564.512 12.280 0,77% Saham
AE Wealth Management LLC $540.607 11.760 0,73% Saham
NWF Advisory Services Inc. $540.194 11.751 0,73% Saham
EVOLVE PRIVATE WEALTH, LLC $490.316 10.666 0,67% Saham
Pinnacle Financial Partners, Inc. $475.062 10.334 0,64% Saham
CARY STREET PARTNERS FINANCIAL LLC $451.058 9.812 0,61% Saham
Capital Investment Counsel, Inc $413.730 9.000 0,56% Saham
Private Advisor Group, LLC $366.706 7.977 0,50% Saham
Waypoint Wealth Partners Inc. $310.219 7.154 0,42% Saham
Cetera Investment Advisers $289.808 6.304 0,39% Saham
UBS Group AG $255.593 5.560 0,35% Saham
NewEdge Advisors, LLC $235.345 5.120 0,32% Saham
Beacon Pointe Advisors, LLC $214.864 4.674 0,29% Saham
ASSETMARK, INC $164.848 3.586 0,22% Saham
Align Financial, LLC $153.796 3.346 0,21% Saham
JONES FINANCIAL COMPANIES LLLP $124.216 2.766 0,17% Saham
ROYAL BANK OF CANADA $83.000 1.815 0,11% Saham
AlphaCentric Advisors LLC $78.149 1.700 0,11% Saham
Crossingbridge Advisors, LLC $78.149 1.700 0,11% Saham
Manchester Capital Management LLC $69.889 1.520 0,09% Saham
Key Capital Management, INC $60.129 1.308 0,08% Saham
LANARK FINANCIAL, INC. $51.102 1.111 0,07% Saham
PNC Financial Services Group, Inc. $45.971 1.000 0,06% Saham
WOLVERINE ASSET MANAGEMENT LLC $44.361 965 0,06% Saham
Rockefeller Capital Management L.P. $41.971 913 0,06% Saham
WHI TRUST Co LLC $41.925 912 0,06% Saham
JPMORGAN CHASE & CO $32.659 717 0,04% Saham
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32.179 700 0,04% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22.904 495 0,03% Saham
MATHER GROUP, LLC. $10.749 234 0,01% Saham
CWM, LLC $3.103 67 0,00% Saham
Cassaday & Co Wealth Management LLC $920 20 0,00% Saham
Janney Montgomery Scott LLC $340 7.388 0,00% Saham
Russell Investments Group, Ltd. $138 3 0,00% Saham
Motiv8 Investments LLC $5 109 0,00% Saham
Colonial Trust Co / SC $4 0 0,00% Saham