IBTJ — 機関投資家（13F）

230 提出者 · $1.1B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
MORGAN STANLEY $74,673,745 3,449,133 6.95% 株式数
BANK OF AMERICA CORP /DE/ $59,827,870 2,763,412 5.57% 株式数
MERCER GLOBAL ADVISORS INC /ADV $55,869,838 2,580,593 5.20% 株式数
WELLS FARGO & COMPANY/MN $38,244,487 1,766,489 3.56% 株式数
Brookstone Capital Management $36,823,380 1,700,849 3.43% 株式数
TRUE Private Wealth Advisors $36,154,841 1,669,970 3.36% 株式数
Financial Advisory Corp $34,606,628 1,598,459 3.22% 株式数
RAYMOND JAMES FINANCIAL INC $31,063,249 1,434,792 2.89% 株式数
Asset Advisors Investment Management, LLC $29,026,480 1,340,715 2.70% 株式数
ENVESTNET ASSET MANAGEMENT INC $28,046,960 1,295,472 2.61% 株式数
UNITED CAPITAL FINANCIAL ADVISORS, LLC $27,556,560 1,273,661 2.56% 株式数
BlackRock, Inc. $26,430,645 1,220,815 2.46% 株式数
HENGEHOLD CAPITAL MANAGEMENT LLC $24,138,560 1,114,945 2.25% 株式数
AMERIPRISE FINANCIAL INC $22,482,348 1,039,013 2.09% 株式数
HM PAYSON & CO $20,807,243 961,074 1.94% 株式数
ATWOOD & PALMER INC $20,756,432 958,727 1.93% 株式数
UBS Group AG $20,300,729 937,678 1.89% 株式数
Journey Advisory Group, LLC $17,509,156 808,737 1.63% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $17,118,207 790,679 1.59% 株式数
Arax Advisory Partners $16,928,439 781,914 1.57% 株式数
CWM, LLC $16,527,834 756,665 1.54% 株式数
Denver PWM, LLC $14,786,473 685,352 1.38% 株式数
MKT Advisors LLC $14,274,094 661,757 1.33% 株式数
LPL Financial LLC $13,874,185 640,840 1.29% 株式数
Merit Financial Group, LLC $12,735,821 588,260 1.18% 株式数
Wealth Management Strategies, Inc. $12,504,497 577,575 1.16% 株式数
Krilogy Financial LLC $12,173,424 562,283 1.13% 株式数
Integrated Wealth Concepts LLC $12,148,719 561,142 1.13% 株式数
Legacy Private Trust Co. $12,027,917 555,562 1.12% 株式数
Stratos Wealth Partners, LTD. $11,549,271 533,453 1.07% 株式数
Probity Advisors, Inc. $11,485,126 530,491 1.07% 株式数
SHELTON WEALTH MANAGEMENT, LLC $10,851,218 501,211 1.01% 株式数
NewEdge Advisors, LLC $10,824,498 499,976 1.01% 株式数
ES4, LLC $10,605,487 457,923 0.99% 株式数
Heartwood Wealth Advisors LLC $9,661,399 446,254 0.90% 株式数
Waycross Investment Management Co $9,594,695 443,173 0.89% 株式数
EIGHT 31 FINANCIAL, LLC $9,451,589 436,563 0.88% 株式数
D.A. DAVIDSON & CO. $8,287,577 382,798 0.77% 株式数
Robertson Stephens Wealth Management, LLC $8,078,579 373,145 0.75% 株式数
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,015,199 324,028 0.65% 株式数
SPRENG CAPITAL MANAGEMENT, INC. $6,982,493 322,517 0.65% 株式数
FORONJY FINANCIAL LLC $6,832,107 315,571 0.64% 株式数
CONFLUENCE INVESTMENT MANAGEMENT LLC $6,680,823 314,762 0.62% 株式数
FAGAN ASSOCIATES, INC. $6,369,770 294,216 0.59% 株式数
OSAIC HOLDINGS, INC. $6,297,617 290,713 0.59% 株式数
STIFEL FINANCIAL CORP $5,974,957 275,978 0.56% 株式数
CENTRAL TRUST Co $5,952,560 274,945 0.55% 株式数
REBALANCE, LLC $5,854,912 270,435 0.54% 株式数
Baird Financial Group, Inc. $5,618,067 259,495 0.52% 株式数
Stockman Wealth Management, Inc. $5,541,066 255,938 0.52% 株式数
Baltimore-Washington Financial Advisors, Inc. $5,493,233 253,729 0.51% 株式数
Asset Dedication, LLC $5,365,477 247,828 0.50% 株式数
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $5,146,638 237,720 0.48% 株式数
Belpointe Asset Management LLC $4,810,023 222,170 0.45% 株式数
Accretive Wealth Partners, LLC $4,371,893 201,935 0.41% 株式数
ROYAL BANK OF CANADA $3,957,000 182,778 0.37% 株式数
Portland Global Advisors LLC $3,873,986 178,937 0.36% 株式数
Financial Engines Advisors L.L.C. $3,872,097 178,850 0.36% 株式数
HOWLAND CAPITAL MANAGEMENT LLC $3,817,588 176,332 0.36% 株式数
Northstar Group, Inc. $3,701,869 170,987 0.34% 株式数
SIGNATUREFD, LLC $3,658,525 168,985 0.34% 株式数
Parallel Advisors, LLC $3,456,649 159,660 0.32% 株式数
MV CAPITAL MANAGEMENT, INC. $3,090,711 142,758 0.29% 株式数
SCS Capital Management LLC $2,870,140 132,570 0.27% 株式数
Cetera Investment Advisers $2,835,548 130,972 0.26% 株式数
Sanctuary Advisors, LLC $2,681,679 123,865 0.25% 株式数
Apella Capital, LLC $2,667,138 123,650 0.25% 株式数
LEAVELL INVESTMENT MANAGEMENT, INC. $2,545,369 117,569 0.24% 株式数
Hughes Financial Services, LLC $2,226,356 102,834 0.21% 株式数
Valmark Advisers, Inc. $2,192,387 101,265 0.20% 株式数
TITLEIST ASSET MANAGEMENT, LLC $2,153,829 99,482 0.20% 株式数
HighTower Advisors, LLC $1,829,867 84,520 0.17% 株式数
Leo Wealth, LLC $1,800,642 82,436 0.17% 株式数
Atria Investments, Inc $1,775,368 82,003 0.17% 株式数
Allworth Financial LP $1,712,927 79,119 0.16% 株式数
Midwest Professional Planners, LTD. $1,661,075 76,724 0.15% 株式数
Associated Banc-Corp $1,499,110 69,243 0.14% 株式数
Montecito Bank & Trust $1,473,312 69,414 0.14% 株式数
SUMMITPOINT CAPITAL MANAGEMENT $1,452,276 67,080 0.14% 株式数
IFP Advisors, Inc $1,439,357 66,483 0.13% 株式数
CAPTRUST FINANCIAL ADVISORS $1,425,826 65,858 0.13% 株式数
Reliant Wealth Planning $1,327,469 61,315 0.12% 株式数
JIM SAULNIER & ASSOCIATES, LLC $1,317,177 60,840 0.12% 株式数
GOLDMAN SACHS GROUP INC $1,301,187 60,101 0.12% 株式数
KING LUTHER CAPITAL MANAGEMENT CORP $1,290,557 59,610 0.12% 株式数
Foundry Financial Group, Inc. $1,289,193 59,547 0.12% 株式数
BIP Wealth, LLC $1,253,553 57,901 0.12% 株式数
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1,223,334 56,505 0.11% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,075,875 49,694 0.10% 株式数
Snowden Capital Advisors LLC $943,040 43,558 0.09% 株式数
Cerity Partners LLC $926,393 42,790 0.09% 株式数
MOULTON WEALTH MANAGEMENT, INC $914,733 42,408 0.09% 株式数
KFG WEALTH MANAGEMENT, LLC $897,177 41,440 0.08% 株式数
Atlantic Private Wealth, LLC $890,226 41,119 0.08% 株式数
Compass Ion Advisors, LLC $824,673 38,091 0.08% 株式数
DUNCKER STREETT & CO INC $817,078 37,740 0.08% 株式数
Great Diamond Partners, LLC $802,674 37,075 0.07% 株式数
CARY STREET PARTNERS FINANCIAL LLC $782,886 36,161 0.07% 株式数
KOM Wealth Management Group, LLC $771,510 35,636 0.07% 株式数
Chris Bulman Inc $770,550 35,591 0.07% 株式数
Community Financial Services Group, LLC $741,534 34,386 0.07% 株式数
Capital Investment Advisors, LLC $720,295 33,270 0.07% 株式数
BENJAMIN EDWARDS INC $716,495 33,094 0.07% 株式数
AQR CAPITAL MANAGEMENT LLC $702,543 32,450 0.07% 株式数
L2 Asset Management, LLC $699,833 32,325 0.07% 株式数
Mendota Financial Group, LLC $688,615 31,807 0.06% 株式数
HARBOUR INVESTMENTS, INC. $635,554 29,356 0.06% 株式数
Keeler Thomas Management LLC $626,127 28,920 0.06% 株式数
Granite Harbor Advisors, Inc. $623,975 28,821 0.06% 株式数
Straight Path Wealth Management $619,796 28,628 0.06% 株式数
Independent Advisor Alliance $604,533 27,923 0.06% 株式数
Blake Schutter Theil Wealth Advisors, LLC $594,098 27,441 0.06% 株式数
Creative Planning $579,527 26,768 0.05% 株式数
NATIONAL BANK OF CANADA /FI/ $567,660 26,232 0.05% 株式数
MML INVESTORS SERVICES, LLC $535,411 24,730 0.05% 株式数
Modern Wealth Management, LLC $524,666 24,234 0.05% 株式数
SCHMIDT P J INVESTMENT MANAGEMENT INC $521,364 24,081 0.05% 株式数
TABLEAUX LLC $502,821 23,225 0.05% 株式数
FIFTH THIRD BANCORP $492,776 22,761 0.05% 株式数
Old Port Advisors $488,511 22,564 0.05% 株式数
Daybright Advisory Services, Inc. $466,700 21,652 0.04% 株式数
Kestra Advisory Services, LLC $451,531 20,856 0.04% 株式数
Austin Private Wealth, LLC $450,442 20,526 0.04% 株式数
DecisionMap Wealth Management, LLC $439,538 20,302 0.04% 株式数
Jacobi Capital Management LLC $427,369 19,740 0.04% 株式数
Heartland Bank & Trust Co $424,102 19,589 0.04% 株式数
Walleye Partners, LLC $416,799 19,252 0.04% 株式数
Atwater Malick LLC $398,966 18,428 0.04% 株式数
SMITHBRIDGE ASSET MANAGEMENT INC/DE $398,360 18,400 0.04% 株式数
Prime Capital Investment Advisors, LLC $394,098 18,203 0.04% 株式数
Beacon Pointe Advisors, LLC $379,705 17,538 0.04% 株式数
Black Maple Capital Management LP $378,875 17,500 0.04% 株式数
Summit Wealth Partners, LLC $376,161 17,375 0.03% 株式数
STAR Financial Bank $374,956 17,319 0.03% 株式数
CGN Advisors LLC $372,921 17,225 0.03% 株式数
XY Planning Network, Inc. $372,921 17,225 0.03% 株式数
JOHNSON INVESTMENT COUNSEL INC $372,228 17,193 0.03% 株式数
Madrid Wealth Management, LLC $365,907 16,901 0.03% 株式数
Kestra Investment Management, LLC $364,736 16,847 0.03% 株式数
Signature Wealth Management Group $363,708 16,651 0.03% 株式数
Towne Trust Company, N.A $356,922 16,486 0.03% 株式数
BARRETT & COMPANY, INC. $353,631 16,334 0.03% 株式数
OneDigital Investment Advisors LLC $352,462 16,280 0.03% 株式数
TRANSCEND CAPITAL ADVISORS, LLC $344,776 15,925 0.03% 株式数
FULLCIRCLE WEALTH LLC $343,609 15,672 0.03% 株式数
COWA, LLC $340,446 15,725 0.03% 株式数
Trinity Wealth Management, LLC $340,381 15,722 0.03% 株式数
Prosperity Planning, Inc. $340,273 15,578 0.03% 株式数
Single Point Partners, LLC $331,440 15,309 0.03% 株式数
Safeguard Financial, LLC $328,556 15,092 0.03% 株式数
LBMC INVESTMENT ADVISORS, LLC $318,818 14,726 0.03% 株式数
Element Wealth, LLC $314,380 14,521 0.03% 株式数
Cyr Financial Inc. $311,349 14,381 0.03% 株式数
Cambridge Financial Group, LLC $303,339 14,011 0.03% 株式数
JAMES INVESTMENT RESEARCH, INC. $296,518 13,696 0.03% 株式数
Crews Bank & Trust $294,224 13,590 0.03% 株式数
COLDSTREAM CAPITAL MANAGEMENT INC $290,673 13,426 0.03% 株式数
MLP3, LLC $289,667 13,261 0.03% 株式数
Madden Advisory Services, Inc. $287,837 13,295 0.03% 株式数
LIBERTY WEALTH MANAGEMENT LLC $282,755 12,945 0.03% 株式数
LEVEL FOUR ADVISORY SERVICES, LLC $282,741 13,059 0.03% 株式数
PRINCIPAL SECURITIES, INC. $282,554 13,051 0.03% 株式数
JANE STREET GROUP, LLC $280,779 12,969 0.03% 株式数
Advisory Services Network, LLC $280,624 12,962 0.03% 株式数
Physician Wealth Advisors, Inc. $280,055 12,936 0.03% 株式数
Koss-Olinger Consulting, LLC $279,775 12,923 0.03% 株式数
MILESTONE ASSET MANAGEMENT, LLC $277,878 12,835 0.03% 株式数
Alamar Capital Management, LLC $274,955 12,700 0.03% 株式数
Jaffetilchin Investment Partners, LLC $268,366 12,286 0.02% 株式数
CFS Investment Advisory Services, LLC $267,602 12,389 0.02% 株式数
Conrad Siegel Investment Advisors, Inc. $265,727 12,274 0.02% 株式数
Guidance Point Advisors, LLC $262,225 12,112 0.02% 株式数
Autumn Glory Partners, LLC $260,103 12,014 0.02% 株式数
Vestmark Advisory Solutions, Inc. $257,664 11,901 0.02% 株式数
O'Brien Wealth Partners LLC $253,267 11,541 0.02% 株式数
Highland Financial Advisors, LLC $253,262 11,698 0.02% 株式数
Resonant Capital Advisors, LLC $251,205 11,603 0.02% 株式数
MGO ONE SEVEN LLC $239,511 11,063 0.02% 株式数
Global Retirement Partners, LLC $234,967 10,853 0.02% 株式数
Trust Co $224,377 10,272 0.02% 株式数
Apollon Wealth Management, LLC $217,971 10,068 0.02% 株式数
Avidian Wealth Enterprises, LLC $213,512 9,862 0.02% 株式数
Foundations Investment Advisors, LLC $206,329 9,530 0.02% 株式数
Penobscot Investment Management Company, Inc. $205,675 9,500 0.02% 株式数
KINTRA WEALTH, LLC $205,058 9,500 0.02% 株式数
WASHINGTON TRUST Co $202,687 9,362 0.02% 株式数
Koshinski Asset Management, Inc. $202,604 9,358 0.02% 株式数
Talon Private Wealth, LLC $202,482 9,352 0.02% 株式数
Focus Partners Wealth $202,471 9,352 0.02% 株式数
Atlantic Union Bankshares Corp $136,850 6,321 0.01% 株式数
Cherry Tree Wealth Management, LLC $136,210 6,291 0.01% 株式数
High Note Wealth, LLC $124,358 5,744 0.01% 株式数
Hills Bank & Trust Co $118,685 5,482 0.01% 株式数
Spectrum Wealth Counsel, LLC $114,641 5,266 0.01% 株式数
Pinnacle Bancorp, Inc. $114,247 5,277 0.01% 株式数
Key Financial Inc $108,142 4,995 0.01% 株式数
Farther Finance Advisors, LLC $99,885 4,614 0.01% 株式数
Lowe fs, LLC $95,921 4,369 0.01% 株式数
US BANCORP \DE\ $88,657 4,095 0.01% 株式数
Hara Capital LLC $86,600 4,000 0.01% 株式数
FIDUCIARY FINANCIAL ADVISORS $84,040 3,882 0.01% 株式数
CNB Bank $81,902 3,783 0.01% 株式数
Steward Partners Investment Advisory, LLC $80,646 3,725 0.01% 株式数
AllSquare Wealth Management LLC $76,733 3,495 0.01% 株式数
Bogart Wealth, LLC $69,367 3,204 0.01% 株式数
2UniFi Bank $61,925 2,835 0.01% 株式数
COMERICA BANK $60,085 2,738 0.01% 株式数
Longview Financial Advisors LLC $56,182 2,595 0.01% 株式数
BANK OF MONTREAL /CAN/ $50,788 2,346 0.00% 株式数
MCF Advisors LLC $49,904 2,305 0.00% 株式数
Hyposwiss Advisors SA $49,362 2,280 0.00% 株式数
TD Capital Management LLC $45,552 2,104 0.00% 株式数
Basepoint Wealth LLC $43,759 2,021 0.00% 株式数
Robbins Farley $19,745 912 0.00% 株式数
PARK AVENUE SECURITIES LLC $8,576 396,112 0.00% 株式数
GILPIN WEALTH MANAGEMENT, LLC $8,401 388 0.00% 株式数
Janney Montgomery Scott LLC $5,707 263,619 0.00% 株式数
AE Wealth Management LLC $5,239 242 0.00% 株式数
BOSTON FAMILY OFFICE LLC $3,987 184,177 0.00% 株式数
THOROUGHBRED FINANCIAL SERVICES, LLC $3,590 165,829 0.00% 株式数
PNC Financial Services Group, Inc. $1,386 64 0.00% 株式数
Larson Financial Group LLC $1,169 54 0.00% 株式数
Thrivent Financial for Lutherans $1,054 48,658 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $940 43,414 0.00% 株式数
LANARK FINANCIAL, INC. $562 26 0.00% 株式数
Opus Capital Group, LLC $301 13,900 0.00% 株式数
FMR LLC $289 13 0.00% 株式数
First PREMIER Bank $78 3,590 0.00% 株式数
JPMORGAN CHASE & CO $22 1 0.00% 株式数
Hemington Wealth Management $0 39 0.00% 株式数