IDHQ — 機関投資家(13F)

132 提出者 · $581.3M合計 · 時点 2026年6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
LPL Financial LLC $84,327,987 1,929,261 14.51% 株式数
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $58,651,607 1,341,835 10.09% 株式数
Cedar Wealth Management, LLC $36,298,639 830,442 6.24% 株式数
WCG Wealth Advisors LLC $36,174,517 827,604 6.22% 株式数
MORGAN STANLEY $29,827,108 682,386 5.13% 株式数
Berkeley, Inc $29,064,053 664,929 5.00% 株式数
Cetera Investment Advisers $22,714,580 519,665 3.91% 株式数
OSAIC HOLDINGS, INC. $22,523,896 515,296 3.87% 株式数
Chaney Capital Management, Inc. $18,003,581 411,887 3.10% 株式数
Integrated Capital Management, LLC $16,488,767 377,231 2.84% 株式数
Marks Group Wealth Management, Inc $14,101,589 322,617 2.43% 株式数
Elevated Financial Group LLC $11,427,018 261,428 1.97% 株式数
Heck Capital Advisors, LLC $11,152,463 315,309 1.92% 株式数
PRINCIPAL SECURITIES, INC. $10,679,402 244,324 1.84% 株式数
BOS Asset Management, LLC $10,464,515 239,408 1.80% 株式数
BANK OF AMERICA CORP /DE/ $10,217,475 233,756 1.76% 株式数
Concurrent Investment Advisors, LLC $10,087,338 230,779 1.74% 株式数
RAYMOND JAMES FINANCIAL INC $10,074,209 230,478 1.73% 株式数
Destiny Wealth Partners, LLC $9,524,055 217,494 1.64% 株式数
Well Done, LLC $8,974,188 205,312 1.54% 株式数
H D Vest Advisory Services $8,802,694 266,910 1.51% 株式数
Cornerstone Wealth Management, LLC $6,763,007 154,725 1.16% 株式数
STIFEL FINANCIAL CORP $6,418,977 146,855 1.10% 株式数
EP Wealth Advisors, LLC $6,197,379 141,784 1.07% 株式数
Opes Wealth Management LLC $4,939,173 139,643 0.85% 株式数
JONES FINANCIAL COMPANIES LLLP $4,842,068 113,106 0.83% 株式数
Falcon Wealth Planning $4,698,488 107,492 0.81% 株式数
ROYAL BANK OF CANADA $4,146,000 94,855 0.71% 株式数
LEAVELL INVESTMENT MANAGEMENT, INC. $4,081,656 93,380 0.70% 株式数
JPMORGAN CHASE & CO $3,944,274 90,548 0.68% 株式数
ENVESTNET ASSET MANAGEMENT INC $3,918,594 89,650 0.67% 株式数
TRUIST FINANCIAL CORP $3,389,929 77,555 0.58% 株式数
Legacy Wealth Partners, LLC $3,332,609 4,526 0.57% 株式数
Breakwater Capital Group $2,858,459 65,396 0.49% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $2,657,579 60,800 0.46% 株式数
JANE STREET GROUP, LLC $2,572,945 58,864 0.44% 株式数
Sanctuary Advisors, LLC $2,405,449 55,032 0.41% 株式数
CREATIVE FINANCIAL DESIGNS INC /ADV $2,363,043 54,062 0.41% 株式数
Legacy Financial Advisors, Inc. $2,326,284 53,221 0.40% 株式数
1900 WEALTH MANAGEMENT LLC $1,956,173 44,753 0.34% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,864,712 42,916 0.32% 株式数
Steward Partners Investment Advisory, LLC $1,794,321 41,051 0.31% 株式数
NorthStar Asset Management LLC /NJ/ $1,658,426 37,942 0.29% 株式数
PERSPECTIVE WEALTH ADVISORS LLC $1,628,023 37,246 0.28% 株式数
Private Advisor Group, LLC $1,350,814 30,904 0.23% 株式数
INTERACTIVE FINANCIAL ADVISORS, INC. $1,225,603 28,039 0.21% 株式数
Octavia Wealth Advisors, LLC $1,212,166 27,732 0.21% 株式数
Lighthouse Wealth Management Inc. $1,087,243 24,874 0.19% 株式数
Align Financial, LLC $1,086,368 24,854 0.19% 株式数
Merit Financial Group, LLC $1,082,984 24,776 0.19% 株式数
OmniStar Financial Group, Inc. $963,906 22,052 0.17% 株式数
KESTRA PRIVATE WEALTH SERVICES, LLC $932,705 21,338 0.16% 株式数
AMERICAN FINANCIAL & TAX STRATEGIES INC $907,463 20,761 0.16% 株式数
Meridian Financial Advisors, LLC $858,583 19,643 0.15% 株式数
Dentgroup LLC $833,861 23,723 0.14% 株式数
HighTower Advisors, LLC $775,611 17,744 0.13% 株式数
MAI Capital Management $747,970 17,112 0.13% 株式数
New Insight Wealth Advisors $747,747 17,107 0.13% 株式数
CIBC WORLD MARKET INC. $694,027 15,878 0.12% 株式数
MML INVESTORS SERVICES, LLC $657,039 15,032 0.11% 株式数
Cerity Partners LLC $647,957 14,814 0.11% 株式数
Equitable Holdings, Inc. $639,504 14,631 0.11% 株式数
KWB Wealth $582,824 16,581 0.10% 株式数
McKinley Carter Wealth Services, Inc. $562,548 12,870 0.10% 株式数
DAYMARK WEALTH PARTNERS, LLC $543,231 12,428 0.09% 株式数
MARSHALL WACE, LLP $534,399 12,226 0.09% 株式数
Madison Wealth Partners, Inc $527,424 12,066 0.09% 株式数
Paladin Advisory Group, LLC $521,941 11,941 0.09% 株式数
Cascades Capital Asset Management, LLC $469,098 10,732 0.08% 株式数
REGIONS FINANCIAL CORP $460,223 10,529 0.08% 株式数
Ballast Rock Private Wealth LLC $452,180 10,345 0.08% 株式数
Fifth Third Securities, Inc. $444,400 10,167 0.08% 株式数
Ullmann Wealth Partners Group, LLC $438,380 10,029 0.08% 株式数
Mariner, LLC $392,297 8,975 0.07% 株式数
Centerpoint Advisory Group $364,849 8,347 0.06% 株式数
Sterling Financial Planning, Inc. $354,426 8,109 0.06% 株式数
Maia Wealth LLC $342,512 7,836 0.06% 株式数
Edge Financial Advisors LLC $339,050 9,646 0.06% 株式数
Avise Financial Cooperative, Inc. $335,607 7,678 0.06% 株式数
Valued Retirements, Inc. $330,211 7,555 0.06% 株式数
FMR LLC $320,364 7,329 0.06% 株式数
MATAURO, LLC $306,342 7,009 0.05% 株式数
FLAGSHIP HARBOR ADVISORS, LLC $295,476 6,760 0.05% 株式数
Orion Portfolio Solutions, LLC $282,664 9,441 0.05% 株式数
MEITAV INVESTMENT HOUSE LTD $282,663 6,487 0.05% 株式数
Delta Investment Management, LLC $278,564 6,373 0.05% 株式数
Secure Asset Management, LLC $268,164 6,135 0.05% 株式数
TBH Global Asset Management, LLC $257,018 5,880 0.04% 株式数
Dynamic Advisor Solutions LLC $253,000 5,788 0.04% 株式数
Cullen/Frost Bankers, Inc. $251,077 5,744 0.04% 株式数
Kestra Advisory Services, LLC $247,216 5,656 0.04% 株式数
HighPoint Advisor Group LLC $245,965 5,627 0.04% 株式数
Leo Wealth, LLC $223,312 6,314 0.04% 株式数
Chemistry Wealth Management LLC $221,828 5,075 0.04% 株式数
Gateway Wealth Partners, LLC $221,452 5,066 0.04% 株式数
True Wealth Design, LLC $208,410 4,768 0.04% 株式数
Sovran Advisors, LLC $207,057 4,772 0.04% 株式数
Csenge Advisory Group $204,694 4,683 0.04% 株式数
TCP Asset Management, LLC $203,164 4,648 0.03% 株式数
Financial Perspectives, Inc $184,456 4,220 0.03% 株式数
CoreCap Advisors, LLC $176,982 4,049 0.03% 株式数
Institute for Wealth Management, LLC. $171,038 3,913 0.03% 株式数
PRIVATE TRUST CO NA $166,273 3,804 0.03% 株式数
Farther Finance Advisors, LLC $159,407 3,653 0.03% 株式数
IMA Advisory Services, Inc. $144,790 3,313 0.02% 株式数
Medallion Wealth Advisors, LLC $142,492 1,254 0.02% 株式数
Parallel Advisors, LLC $114,433 2,618 0.02% 株式数
Global Retirement Partners, LLC $111,274 2,546 0.02% 株式数
Capital Investment Advisory Services, LLC $91,791 2,100 0.02% 株式数
Plante Moran Financial Advisors, LLC $55,958 1,280 0.01% 株式数
Front Row Advisors LLC $49,773 1,092 0.01% 株式数
FIFTH THIRD BANCORP $29,985 686 0.01% 株式数
HARBOUR INVESTMENTS, INC. $26,969 617 0.00% 株式数
COMERICA BANK $24,113 686 0.00% 株式数
Strive Financial Group ,LLC $23,472 537 0.00% 株式数
Glass Jacobson Investment Advisors llc $18,272 418 0.00% 株式数
PlanVest Financial, Inc $17,703 405 0.00% 株式数
Aptus Capital Advisors, LLC $12,982 297 0.00% 株式数
Pinnacle Wealth Planning Services, Inc. $7,212 165 0.00% 株式数
Thrivent Financial for Lutherans $7,014 160,463 0.00% 株式数
Geneos Wealth Management Inc. $6,775 155 0.00% 株式数
LOGAN CAPITAL MANAGEMENT INC $6,636 152 0.00% 株式数
SBI Securities Co., Ltd. $6,032 138 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $5,593 127,962 0.00% 株式数
C M BIDWELL & ASSOCIATES LTD $3,409 78 0.00% 株式数
Keating Financial Advisory Services, Inc. $2,797 64 0.00% 株式数
PNC Financial Services Group, Inc. $2,317 53 0.00% 株式数
CWM, LLC $1,556 44 0.00% 株式数
Sunbelt Securities, Inc. $1,309 37 0.00% 株式数
PARK AVENUE SECURITIES LLC $231 5,292 0.00% 株式数
Capital Advisors, Ltd. LLC $167 3,810 0.00% 株式数
WELLS FARGO & COMPANY/MN $34 1 0.00% 株式数