UFEB — Pemilik institusional (13F)

105 pengaju · $165.5M 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
Talon Private Wealth, LLC $28.389.778 734.535 17,15% Saham
HighTower Advisors, LLC $24.406.354 631.471 14,74% Saham
KFG WEALTH MANAGEMENT, LLC $16.842.169 426.276 10,17% Saham
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7.040.208 178.188 4,25% Saham
Strategic Blueprint, LLC $5.431.746 137.478 3,28% Saham
TRUIST FINANCIAL CORP $5.017.376 129.816 3,03% Saham
COMMONWEALTH EQUITY SERVICES, LLC $4.216.260 109.088 2,55% Saham
OSAIC HOLDINGS, INC. $4.101.349 106.116 2,48% Saham
ENVESTNET ASSET MANAGEMENT INC $3.946.938 102.120 2,38% Saham
World Investment Advisors $3.938.969 108.447 2,38% Saham
MML INVESTORS SERVICES, LLC $3.241.431 83.866 1,96% Saham
Spire Wealth Management $3.084.763 79.813 1,86% Saham
Concurrent Investment Advisors, LLC $2.577.662 65.241 1,56% Saham
CENTRAL VALLEY ADVISORS, LLC $2.521.448 63.818 1,52% Saham
Stratos Wealth Advisors, LLC $2.301.337 59.543 1,39% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.097.729 54.275 1,27% Saham
Brookstone Capital Management $1.944.634 49.219 1,17% Saham
Trek Financial, LLC $1.929.253 49.916 1,17% Saham
LPL Financial LLC $1.868.496 48.344 1,13% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.798.835 45.242 1,09% Saham
Cetera Investment Advisers $1.769.126 45.773 1,07% Saham
Kestra Advisory Services, LLC $1.643.321 42.518 0,99% Saham
Berger Financial Group, Inc $1.620.170 41.919 0,98% Saham
JPMORGAN CHASE & CO $1.421.410 36.891 0,86% Saham
Northstar Group, Inc. $1.353.137 35.010 0,82% Saham
TOUNJIAN ADVISORY PARTNERS, LLC $1.340.266 34.677 0,81% Saham
FIDUCIARY FINANCIAL GROUP, LLC $1.155.391 29.243 0,70% Saham
Lantz Financial LLC $1.045.198 26.454 0,63% Saham
Mutual Advisors, LLC $1.038.719 26.875 0,63% Saham
FOUNDERS FINANCIAL SECURITIES LLC $1.004.243 25.983 0,61% Saham
Focus Partners Wealth $968.414 25.056 0,59% Saham
CROSSPOINT FINANCIAL, LLC $930.262 24.069 0,56% Saham
Ausdal Financial Partners, Inc. $924.856 23.929 0,56% Saham
Comprehensive Financial Consultants Institutional, Inc. $915.605 23.174 0,55% Saham
Integrity Advisory Solutions, LLC $903.560 23.378 0,55% Saham
IMG Wealth Management, Inc. $897.761 22.722 0,54% Saham
OLD MISSION CAPITAL LLC $826.530 21.385 0,50% Saham
AdvisorNet Financial, Inc $817.771 20.570 0,49% Saham
SteelPeak Wealth, LLC $792.216 20.051 0,48% Saham
Foundations Investment Advisors, LLC $744.631 19.266 0,45% Saham
Cornerstone Wealth Group, LLC $721.286 18.662 0,44% Saham
CITADEL ADVISORS LLC $625.357 16.180 0,38% Saham
IHT Wealth Management, LLC $621.917 16.091 0,38% Saham
Arkadios Wealth Advisors $606.805 15.700 0,37% Saham
NewEdge Advisors, LLC $601.239 15.556 0,36% Saham
Beacon Pointe Advisors, LLC $600.931 15.548 0,36% Saham
RAYMOND JAMES FINANCIAL INC $593.780 15.363 0,36% Saham
Advisory Services Network, LLC $551.072 14.258 0,33% Saham
Creative Planning $550.801 14.251 0,33% Saham
NewCorp Financial Services, Inc. $546.739 13.838 0,33% Saham
Castle Rock Wealth Management, LLC $459.975 11.547 0,28% Saham
AssuredPartners Investment Advisors, LLC $447.335 11.574 0,27% Saham
BANK OF AMERICA CORP /DE/ $438.523 11.346 0,26% Saham
Sonoma Allocations LLC $425.590 11.000 0,26% Saham
SILVER OAK SECURITIES, INCORPORATED $415.526 10.751 0,25% Saham
SageView Advisory Group, LLC $411.159 10.638 0,25% Saham
Riverpoint Wealth Management Holdings, LLC $363.194 9.397 0,22% Saham
Truvestments Capital LLC $343.946 8.899 0,21% Saham
Merit Financial Group, LLC $341.975 8.848 0,21% Saham
Archer Investment Corp $328.796 8.507 0,20% Saham
Maia Wealth LLC $326.155 8.255 0,20% Saham
WealthShield Partners, LLC $303.441 7.851 0,18% Saham
Garden State Investment Advisory Services LLC $303.403 7.850 0,18% Saham
Madison Wealth Partners, Inc $289.489 7.490 0,17% Saham
Vantage Point Financial LLC $289.141 7.481 0,17% Saham
Beacon Financial Advisory LLC $270.327 6.842 0,16% Saham
Sanctuary Advisors, LLC $261.661 6.770 0,16% Saham
CGN Advisors LLC $253.259 6.410 0,15% Saham
ZACKS INVESTMENT MANAGEMENT $251.418 6.505 0,15% Saham
OxenFree Capital LLC $246.977 6.200 0,15% Saham
BFI Wealth Solutions, LLC $245.831 6.222 0,15% Saham
Beckerman Institutional, LLC $239.090 6.186 0,14% Saham
Ballast Rock Private Wealth LLC $228.289 5.778 0,14% Saham
Tradition Wealth Management, LLC $225.793 5.842 0,14% Saham
HARBOUR INVESTMENTS, INC. $224.595 5.811 0,14% Saham
Chicago Partners Investment Group LLC $223.587 5.649 0,14% Saham
AXXCESS WEALTH MANAGEMENT, LLC $218.451 5.529 0,13% Saham
Bright Futures Wealth Management, LLC. $209.482 5.302 0,13% Saham
Kovack Advisors, Inc. $208.559 5.397 0,13% Saham
MILESTONE ASSET MANAGEMENT, LLC $202.607 5.128 0,12% Saham
Simplicity Wealth,LLC $202.607 5.128 0,12% Saham
AE Wealth Management LLC $199.627 5.165 0,12% Saham
Aptus Capital Advisors, LLC $185.520 4.800 0,11% Saham
Physician Wealth Advisors, Inc. $174.832 4.425 0,11% Saham
CoreCap Advisors, LLC $169.814 4.298 0,10% Saham
Continuum Advisory, LLC $152.474 3.945 0,09% Saham
Financial Network Wealth Advisors LLC $113.051 2.925 0,07% Saham
EVOLUTION WEALTH MANAGEMENT INC. $92.760 2.400 0,06% Saham
DHJJ Financial Advisors, Ltd. $91.585 2.318 0,06% Saham
MORGAN STANLEY $86.460 2.237 0,05% Saham
McIlrath & Eck, LLC $57.753 1.591 0,03% Saham
Bullseye Investment Management, LLC $38.766 1.003 0,02% Saham
Pinnacle Wealth Planning Services, Inc. $34.927 884 0,02% Saham
Steward Partners Investment Advisory, LLC $29.915 774 0,02% Saham
Capital Investment Advisory Services, LLC $15.537 402 0,01% Saham
Keating Financial Advisory Services, Inc. $15.421 399 0,01% Saham
CREATIVE FINANCIAL DESIGNS INC /ADV $12.909 334 0,01% Saham
Arax Advisory Partners $10.822 280 0,01% Saham
IFP Advisors, Inc $8.811 223 0,01% Saham
Larson Financial Group LLC $7.344 190 0,00% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3.247 84 0,00% Saham
Cambridge Investment Research Advisors, Inc. $3.129 80.951 0,00% Saham
ASSETMARK, INC $2.134 54 0,00% Saham
BARCLAYS PLC $2.010 52 0,00% Saham
HRT FINANCIAL LP $306 7.943 0,00% Saham