FREL — 機関投資家（13F）

228 提出者 · $861.4M合計 · 時点 2026年9月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
BANK OF AMERICA CORP /DE/ $306,892,621 10,474,151 35.63% 株式数
Lido Advisors, LLC $32,614,609 1,113,126 3.79% 株式数
CITIZENS & NORTHERN CORP $27,941,476 953,634 3.24% 株式数
Black Diamond Financial, LLC $26,291,976 897,336 3.05% 株式数
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25,465,804 869,139 2.96% 株式数
ENVESTNET ASSET MANAGEMENT INC $24,458,096 834,747 2.84% 株式数
MAI Capital Management $22,030,218 751,885 2.56% 株式数
TRUEFG, LLC $20,723,206 707,277 2.41% 株式数
PNC Financial Services Group, Inc. $18,623,345 635,609 2.16% 株式数
LPL Financial LLC $17,766,302 606,359 2.06% 株式数
Riverpoint Wealth Management Holdings, LLC $16,821,102 574,099 1.95% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $16,139,030 550,820 1.87% 株式数
Cetera Investment Advisers $12,151,468 414,726 1.41% 株式数
Pure Financial Advisors, LLC $10,980,024 374,745 1.27% 株式数
H D Vest Advisory Services $10,948,242 404,892 1.27% 株式数
DIVERSIFY WEALTH MANAGEMENT, LLC $10,631,650 348,236 1.23% 株式数
Diversify Advisory Services, LLC $10,631,650 348,236 1.23% 株式数
Payne Capital Management, LLC $9,563,696 326,406 1.11% 株式数
Pasadena Private Wealth, LLC $8,497,125 290,004 0.99% 株式数
Marotta Asset Management $7,555,645 277,985 0.88% 株式数
MML INVESTORS SERVICES, LLC $7,362,798 251,290 0.85% 株式数
AE Wealth Management LLC $7,105,301 242,504 0.82% 株式数
Dynamic Advisor Solutions LLC $6,401,500 218,481 0.74% 株式数
AGF MANAGEMENT LTD $6,361,147 217,104 0.74% 株式数
Heck Capital Advisors, LLC $6,348,880 235,930 0.74% 株式数
OSAIC HOLDINGS, INC. $6,170,899 210,574 0.72% 株式数
RAYMOND JAMES FINANCIAL INC $6,070,439 207,182 0.70% 株式数
Creative Planning $5,948,520 203,021 0.69% 株式数
AMERICAN FINANCIAL & TAX STRATEGIES INC $5,846,940 199,554 0.68% 株式数
MORGAN STANLEY $5,531,271 188,778 0.64% 株式数
Townsend Financial Planning, LLC $5,030,281 171,682 0.58% 株式数
RFG Advisory, LLC $4,921,363 167,965 0.57% 株式数
Physician Wealth Advisors, Inc. $4,673,432 159,503 0.54% 株式数
HighTower Advisors, LLC $4,468,971 152,525 0.52% 株式数
Steward Partners Investment Advisory, LLC $4,340,930 148,155 0.50% 株式数
EP Wealth Advisors, LLC $4,249,247 145,026 0.49% 株式数
Essential Planning, LLC. $3,977,936 135,769 0.46% 株式数
Financial Engines Advisors L.L.C. $3,898,365 133,050 0.45% 株式数
Prospect Financial Group LLC $3,651,848 124,636 0.42% 株式数
Opes Wealth Management LLC $3,599,858 133,774 0.42% 株式数
SigFig Wealth Management, LLC $3,379,275 113,284 0.39% 株式数
Independent Solutions Wealth Management, LLC $3,379,214 115,332 0.39% 株式数
Mariner, LLC $3,264,478 111,416 0.38% 株式数
SACHEM HILL LLC $2,669,170 91,098 0.31% 株式数
Livet Wealth, LLC $2,627,242 89,667 0.30% 株式数
LODESTAR PRIVATE ASSET MANAGEMENT LLC $2,549,422 87,011 0.30% 株式数
UBS Group AG $2,407,786 82,177 0.28% 株式数
NorthCoast Asset Management LLC $2,400,336 81,922 0.28% 株式数
Sachetta, LLC $2,390,476 81,586 0.28% 株式数
STIFEL FINANCIAL CORP $2,334,310 79,671 0.27% 株式数
NWAM LLC $2,316,534 79,063 0.27% 株式数
Beckerman Institutional, LLC $2,259,589 77,119 0.26% 株式数
Global View Capital Management LLC $2,246,021 76,656 0.26% 株式数
ROYAL BANK OF CANADA $2,238,000 76,377 0.26% 株式数
MERCER GLOBAL ADVISORS INC /ADV $2,108,276 71,955 0.24% 株式数
SUMMIT WEALTH GROUP LLC / CO $2,022,728 69,035 0.23% 株式数
Eagle Bay Advisors LLC $1,993,956 68,053 0.23% 株式数
Congress Wealth Management LLC / DE / $1,957,396 72,388 0.23% 株式数
Fifth Third Securities, Inc. $1,919,443 65,510 0.22% 株式数
Asset Management Group, Inc. $1,846,738 63,029 0.21% 株式数
Tortoise Investment Management, LLC $1,842,208 62,874 0.21% 株式数
Atria Investments, Inc $1,800,269 61,443 0.21% 株式数
Birchcreek Wealth Management, LLC $1,775,338 60,592 0.21% 株式数
FIRST NATIONAL CORP /MA/ /ADV $1,734,310 62,318 0.20% 株式数
Blue Barn Wealth, LLC $1,650,379 61,375 0.19% 株式数
Marks Group Wealth Management, Inc $1,627,879 55,559 0.19% 株式数
HF Advisory Group, LLC $1,612,569 55,036 0.19% 株式数
Beaumont Financial Advisors, LLC $1,611,734 55,008 0.19% 株式数
Soltis Investment Advisors LLC $1,593,544 54,387 0.18% 株式数
Farther Finance Advisors, LLC $1,540,517 52,577 0.18% 株式数
Atria Wealth Solutions, Inc. $1,517,896 55,917 0.18% 株式数
AMERIPRISE FINANCIAL INC $1,440,920 49,178 0.17% 株式数
Rehmann Capital Advisory Group $1,408,890 48,085 0.16% 株式数
Kestra Advisory Services, LLC $1,341,711 45,792 0.16% 株式数
Savvy Advisors, Inc. $1,326,868 45,286 0.15% 株式数
21 West Wealth Management LLC $1,310,911 44,741 0.15% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,307,219 44,615 0.15% 株式数
J.W. COLE ADVISORS, INC. $1,191,780 40,675 0.14% 株式数
D. E. Shaw & Co., Inc. $1,181,669 40,330 0.14% 株式数
SMITH, MOORE & CO. $1,169,978 39,931 0.14% 株式数
Life Planning Partners, Inc $1,090,906 37,232 0.13% 株式数
Full Sail Capital, LLC $1,071,163 38,517 0.12% 株式数
Glass Jacobson Investment Advisors llc $1,069,018 36,485 0.12% 株式数
Northwest Wealth Advisors, LLC $1,045,561 35,685 0.12% 株式数
PKS Advisory Services, LLC $1,002,120 34,201 0.12% 株式数
Rather & Kittrell, Inc. $980,759 33,473 0.11% 株式数
INTEGRATED CAPITAL MANAGEMENT, INC. $976,379 33,324 0.11% 株式数
BLUE JEAN FINANCIAL LLC $972,848 33,203 0.11% 株式数
FMR LLC $933,976 31,876 0.11% 株式数
New England Private Wealth Advisors LLC $927,885 30,333 0.11% 株式数
Integrated Investment Consultants, LLC $908,300 31,000 0.11% 株式数
Fort Point Capital Partners LLC $907,391 30,969 0.11% 株式数
WELLS FARGO & COMPANY/MN $846,018 28,874 0.10% 株式数
BALANCED WEALTH GROUP LLC $831,754 28,387 0.10% 株式数
Savant Capital, LLC $806,081 27,511 0.09% 株式数
Sunbelt Securities, Inc. $801,613 29,789 0.09% 株式数
Gladstone Institutional Advisory LLC $789,929 26,960 0.09% 株式数
Fingerlakes Wealth Management, Inc. $753,650 25,722 0.09% 株式数
CITIGROUP INC $748,849 25,558 0.09% 株式数
JPMORGAN CHASE & CO $738,580 24,759 0.09% 株式数
Global Retirement Partners, LLC $720,209 24,581 0.08% 株式数
IFP Advisors, Inc $719,989 24,573 0.08% 株式数
SYKON CAPITAL LLC $697,038 23,790 0.08% 株式数
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $695,523 23,738 0.08% 株式数
Smith Salley Wealth Management $684,422 23,359 0.08% 株式数
Pinnacle Financial Partners, Inc. $637,213 21,747 0.07% 株式数
Investmark Advisory Group LLC $610,170 20,825 0.07% 株式数
Envestnet Portfolio Solutions, Inc. $607,184 20,723 0.07% 株式数
Larson Financial Group LLC $582,834 19,892 0.07% 株式数
Private Advisor Group, LLC $581,707 19,853 0.07% 株式数
Galvin, Gaustad & Stein, LLC $541,224 18,472 0.06% 株式数
Arax Advisory Partners $520,239 17,755 0.06% 株式数
Compound Planning, Inc. $511,021 17,441 0.06% 株式数
Capital Investment Advisory Services, LLC $497,767 16,989 0.06% 株式数
Advisory Services Network, LLC $466,940 15,936 0.05% 株式数
Robertson Stephens Wealth Management, LLC $445,712 15,212 0.05% 株式数
RIK SAYLOR FINANCIAL, INC. $428,167 14,613 0.05% 株式数
Ausdal Financial Partners, Inc. $413,921 14,127 0.05% 株式数
LYNCH & ASSOCIATES/IN $409,936 13,991 0.05% 株式数
Disciplined Investments, LLC $409,497 13,976 0.05% 株式数
Independence Financial Advisors, LLC $400,395 13,665 0.05% 株式数
ATLAS CAPITAL ADVISORS INC. $383,976 13,105 0.04% 株式数
Keel Point, LLC $380,446 12,984 0.04% 株式数
THOMPSON INVESTMENT MANAGEMENT, INC. $365,239 12,466 0.04% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $362,853 12,279 0.04% 株式数
Brookstone Capital Management $347,513 11,861 0.04% 株式数
Ameritas Advisory Services, LLC $336,937 11,500 0.04% 株式数
Clearview Wealth Management LLC $336,833 11,496 0.04% 株式数
Modera Wealth Management, LLC $330,128 11,267 0.04% 株式数
PENOBSCOT WEALTH MANAGEMENT $328,822 11,223 0.04% 株式数
Kohmann Bosshard Financial Services, LLC $326,138 11,131 0.04% 株式数
KDK Private Wealth Management, LLC $313,630 10,704 0.04% 株式数
UNITED CAPITAL FINANCIAL ADVISORS, LLC $302,984 10,339 0.04% 株式数
MISSION WEALTH MANAGEMENT, LP $297,606 10,157 0.03% 株式数
JONES FINANCIAL COMPANIES LLLP $291,238 9,718 0.03% 株式数
PBMares Wealth Management LLC $276,654 9,948 0.03% 株式数
Smartleaf Asset Management LLC $274,108 9,189 0.03% 株式数
NorthLanding Financial Partners, LLC $268,443 9,162 0.03% 株式数
PFG Advisors $260,295 8,884 0.03% 株式数
POLEN CAPITAL MANAGEMENT LLC $254,099 8,672 0.03% 株式数
Cornerstone Financial Group, LLC /NE/ $249,452 8,514 0.03% 株式数
Blue Trust, Inc. $247,187 8,436 0.03% 株式数
Demars Financial Group, LLC $245,316 8,373 0.03% 株式数
Maxele Advisors, LLC $237,059 8,091 0.03% 株式数
Meridian Wealth Management, LLC $234,006 7,987 0.03% 株式数
PRINCIPAL SECURITIES, INC. $224,526 7,663 0.03% 株式数
Corient Private Wealth LP $220,478 7,525 0.03% 株式数
Talon Private Wealth, LLC $218,461 7,456 0.03% 株式数
CITIZENS FINANCIAL GROUP INC/RI $212,535 7,254 0.02% 株式数
Merit Financial Group, LLC $212,484 7,252 0.02% 株式数
Snowden Capital Advisors LLC $209,947 7,165 0.02% 株式数
Financial Freedom, LLC $205,444 7,012 0.02% 株式数
Wilmington Savings Fund Society, FSB $199,504 6,809 0.02% 株式数
Ancora Advisors LLC $163,992 5,597 0.02% 株式数
CIBC Private Wealth Group LLC $139,050 5,000 0.02% 株式数
Colonial Trust Advisors $132,319 4,516 0.02% 株式数
FIFTH THIRD BANCORP $126,136 4,305 0.01% 株式数
Elevated Capital Advisors, LLC $99,529 3,397 0.01% 株式数
Financial Perspectives, Inc $93,211 3,181 0.01% 株式数
Qube Research & Technologies Ltd $76,239 2,602 0.01% 株式数
Glenmede Investment Management, LP $68,412 2,460 0.01% 株式数
Aspect Partners, LLC $68,035 2,322 0.01% 株式数
Colonial Trust Co / SC $64,284 2,194 0.01% 株式数
BLAIR WILLIAM & CO/IL $58,595 2,000 0.01% 株式数
Stone House Investment Management, LLC $57,604 1,966 0.01% 株式数
Atlantic Union Bankshares Corp $54,879 1,873 0.01% 株式数
BOK Financial Private Wealth, Inc. $48,756 1,664 0.01% 株式数
BROWN BROTHERS HARRIMAN & CO $33,754 1,152 0.00% 株式数
Quent Capital, LLC $31,676 1,081 0.00% 株式数
COMERICA BANK $30,628 1,139 0.00% 株式数
SHP Wealth Management $30,384 1,037 0.00% 株式数
Darwin Wealth Management, LLC $29,570 1,009 0.00% 株式数
CREATIVE FINANCIAL DESIGNS INC /ADV $29,124 994 0.00% 株式数
Sandy Spring Bank $27,470 1,000 0.00% 株式数
GLENMEDE TRUST CO NA $22,590 771 0.00% 株式数
Dogwood Wealth Management LLC $19,074 651 0.00% 株式数
Decker Retirement Planning Inc. $18,693 638 0.00% 株式数
Johnson Financial Group, Inc. $17,580 600 0.00% 株式数
Rockefeller Capital Management L.P. $15,177 518 0.00% 株式数
Crewe Advisors LLC $14,475 494 0.00% 株式数
AdvisorNet Financial, Inc $13,073 446 0.00% 株式数
Napier Financial, LLC $10,226 349 0.00% 株式数
Glen Eagle Advisors, LLC $10,157 347 0.00% 株式数
CWM, LLC $9,984 371 0.00% 株式数
CNB Bank $9,669 330 0.00% 株式数
Quest 10 Wealth Builders, Inc. $9,435 322 0.00% 株式数
Clearstead Advisors, LLC $8,849 302 0.00% 株式数
ASSETMARK, INC $7,384 252 0.00% 株式数
VISION FINANCIAL MARKETS LLC $6,444 219 0.00% 株式数
BANK OF MONTREAL /CAN/ $5,860 200 0.00% 株式数
Investors Research Corp $4,763 177 0.00% 株式数
Abound Wealth Management $4,662 173 0.00% 株式数
Capital A Wealth Management, LLC $4,211 158 0.00% 株式数
Promus Capital, LLC $4,172 150 0.00% 株式数
TOUNJIAN ADVISORY PARTNERS, LLC $3,797 130 0.00% 株式数
BlackRock, Inc. $3,780 129 0.00% 株式数
PARK AVENUE SECURITIES LLC $3,183 108,642 0.00% 株式数
Bogart Wealth, LLC $3,140 107 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $3,081 105,148 0.00% 株式数
Glassman Wealth Services $2,871 98 0.00% 株式数
HARBOUR INVESTMENTS, INC. $2,829 97 0.00% 株式数
Financial Network Wealth Advisors LLC $2,198 75 0.00% 株式数
Geneos Wealth Management Inc. $2,117 72 0.00% 株式数
Palisades Hudson Asset Management, L.P. $1,850 63,130 0.00% 株式数
1 NORTH WEALTH SERVICES LLC $1,846 63 0.00% 株式数
Strengthening Families & Communities, LLC $1,846 63 0.00% 株式数
IFG Advisory, LLC $1,465 50 0.00% 株式数
Oakmont Advisory Group, LLC $1,348 46 0.00% 株式数
WealthCollab, LLC $1,260 43 0.00% 株式数
FIRST COMMUNITY TRUST NA $1,184 44 0.00% 株式数
High Note Wealth, LLC $1,055 36 0.00% 株式数
EVOLUTION WEALTH MANAGEMENT INC. $938 32 0.00% 株式数
Allworth Financial LP $934 32 0.00% 株式数
AlphaCore Capital LLC $879 30 0.00% 株式数
SOA Wealth Advisors, LLC. $853 29 0.00% 株式数
Key Capital Management, INC $733 25 0.00% 株式数
Aptus Capital Advisors, LLC $557 19 0.00% 株式数
Provenance Wealth Advisors, LLC $440 15 0.00% 株式数
Allspring Global Investments Holdings, LLC $297 10 0.00% 株式数
Mechanics Financial Corp $205 7 0.00% 株式数
FOSTER & MOTLEY INC $204 6,949 0.00% 株式数
Parallel Advisors, LLC $117 4 0.00% 株式数
Transamerica Financial Advisors, LLC $108 3 0.00% 株式数
CX Institutional $102 3,767 0.00% 株式数
Motiv8 Investments LLC $80 2,957 0.00% 株式数
Russell Investments Group, Ltd. $29 1 0.00% 株式数
Raleigh Capital Management Inc. $17 1 0.00% 株式数
HANTZ FINANCIAL SERVICES, INC. $0 4 0.00% 株式数