ILCV — 機関投資家(13F)

214 提出者 · $807.4M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
Steele Capital Management, Inc. $68,313,771 674,771 8.46% 株式数
BANK OF AMERICA CORP /DE/ $65,480,154 646,781 8.11% 株式数
RAYMOND JAMES FINANCIAL INC $48,510,146 479,160 6.01% 株式数
UBS Group AG $43,440,667 429,086 5.38% 株式数
LPL Financial LLC $40,981,531 404,796 5.08% 株式数
MORGAN STANLEY $34,509,715 340,870 4.27% 株式数
JPMORGAN CHASE & CO $31,214,002 308,139 3.87% 株式数
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $23,894,314 236,017 2.96% 株式数
ROYAL BANK OF CANADA $23,279,000 229,942 2.88% 株式数
AlphaCore Capital LLC $22,944,291 226,633 2.84% 株式数
SPC Financial, Inc. $22,134,886 245,889 2.74% 株式数
WELLS FARGO & COMPANY/MN $21,484,399 212,212 2.66% 株式数
Cetera Investment Advisers $19,684,551 194,434 2.44% 株式数
Northwest Wealth Advisors, LLC $17,509,621 172,952 2.17% 株式数
Kingsview Wealth Management, LLC $17,317,981 171,059 2.14% 株式数
Lauer Wealth, LLC $15,228,748 147,394 1.89% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $14,344,580 138,394 1.78% 株式数
AMERIPRISE FINANCIAL INC $12,323,990 121,730 1.53% 株式数
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $12,143,605 119,949 1.50% 株式数
OSAIC HOLDINGS, INC. $12,046,781 118,911 1.49% 株式数
Corient Private Wealth LP $11,898,381 117,526 1.47% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $11,826,224 116,814 1.46% 株式数
H D Vest Advisory Services $11,339,694 135,984 1.40% 株式数
BARRETT & COMPANY, INC. $9,932,273 98,106 1.23% 株式数
KILEY JUERGENS WEALTH MANAGEMENT, LLC $8,960,581 88,508 1.11% 株式数
ABSOLUTE CAPITAL MANAGEMENT, LLC $8,494,036 83,900 1.05% 株式数
NorthStar Asset Management LLC /NJ/ $7,634,177 75,407 0.95% 株式数
Tandem Financial, LLC $6,710,888 66,287 0.83% 株式数
ENVESTNET ASSET MANAGEMENT INC $6,443,099 63,628 0.80% 株式数
MML INVESTORS SERVICES, LLC $6,070,005 59,957 0.75% 株式数
Sheridan Capital Management, LLC $5,610,721 55,420 0.69% 株式数
AssuredPartners Investment Advisors, LLC $5,430,100 53,636 0.67% 株式数
Strategic Blueprint, LLC $5,300,796 52,359 0.66% 株式数
Apex Wealth Management, LLC $5,202,859 51,391 0.64% 株式数
Sanctuary Advisors, LLC $4,489,667 44,347 0.56% 株式数
MATHER GROUP, LLC. $3,836,085 37,891 0.48% 株式数
Mariner, LLC $3,784,608 37,382 0.47% 株式数
OPPENHEIMER & CO INC $3,713,281 36,678 0.46% 株式数
Ipsen Advisor Group LLC $3,696,941 36,517 0.46% 株式数
Madison Wealth Partners, Inc $3,548,604 35,051 0.44% 株式数
Van Diest Capital, LLC $3,363,218 33,220 0.42% 株式数
Prime Capital Investment Advisors, LLC $3,342,721 33,018 0.41% 株式数
Dentgroup LLC $2,982,786 31,611 0.37% 株式数
Baird Financial Group, Inc. $2,414,878 23,853 0.30% 株式数
TWO SIGMA INVESTMENTS, LP $2,379,140 23,500 0.29% 株式数
Systelligence, LLC $2,231,836 22,045 0.28% 株式数
OneDigital Investment Advisors LLC $2,161,220 21,347 0.27% 株式数
Asset One Wealth Management LLC $2,158,831 20,752 0.27% 株式数
Savant Capital, LLC $2,086,911 20,613 0.26% 株式数
CWM, LLC $2,044,516 21,951 0.25% 株式数
Edge Financial Advisors LLC $2,015,804 21,363 0.25% 株式数
FLAGSHIP HARBOR ADVISORS, LLC $1,883,318 18,603 0.23% 株式数
Rockefeller Capital Management L.P. $1,824,309 18,019 0.23% 株式数
Asempa Wealth Advisors $1,738,107 17,168 0.22% 株式数
GenWealth Group, Inc. $1,629,484 17,495 0.20% 株式数
Caliber Wealth Management, LLC / KS $1,610,985 15,913 0.20% 株式数
JIM SAULNIER & ASSOCIATES, LLC $1,583,246 15,639 0.20% 株式数
CITIGROUP INC $1,561,121 15,420 0.19% 株式数
TRUIST FINANCIAL CORP $1,545,024 15,261 0.19% 株式数
Brand Asset Management Group, Inc. $1,482,053 14,639 0.18% 株式数
Global Retirement Partners, LLC $1,453,465 14,357 0.18% 株式数
MERCER GLOBAL ADVISORS INC /ADV $1,445,606 14,279 0.18% 株式数
Ellis Investment Partners, LLC $1,421,780 14,043 0.18% 株式数
GOLDMAN SACHS GROUP INC $1,383,343 13,664 0.17% 株式数
Horst & Graben Wealth Management LLC $1,292,151 12,653 0.16% 株式数
FMR LLC $1,286,704 12,709 0.16% 株式数
COMERICA BANK $1,258,471 13,337 0.16% 株式数
Verum Partners LLC $1,255,376 12,400 0.16% 株式数
Orion Portfolio Solutions, LLC $1,244,840 15,283 0.15% 株式数
FIFTH THIRD BANCORP $1,238,279 12,231 0.15% 株式数
Stratos Wealth Partners, LTD. $1,199,781 11,850 0.15% 株式数
Atria Wealth Solutions, Inc. $1,170,495 14,036 0.14% 株式数
Full Sail Capital, LLC $1,168,190 12,977 0.14% 株式数
ANB BANK $1,151,909 11,378 0.14% 株式数
SAXON INTERESTS, INC. $1,142,269 11,283 0.14% 株式数
Waverly Advisors, LLC $1,104,707 10,912 0.14% 株式数
JONES FINANCIAL COMPANIES LLLP $1,054,708 10,453 0.13% 株式数
HB Wealth Management, LLC $1,052,289 10,394 0.13% 株式数
Detalus Advisors, LLC $1,040,342 10,276 0.13% 株式数
Key Financial Inc $1,029,003 10,164 0.13% 株式数
Perennial Investment Advisors, LLC $954,889 9,432 0.12% 株式数
STIFEL FINANCIAL CORP $954,614 9,429 0.12% 株式数
Shared Vision Wealth Group LLC $928,476 9,171 0.11% 株式数
GTS SECURITIES LLC $925,739 9,144 0.11% 株式数
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $909,276 8,904 0.11% 株式数
Chesley Taft & Associates LLC $885,040 8,742 0.11% 株式数
Cedar Point Capital Partners, LLC $863,011 8,524 0.11% 株式数
Proactive Wealth Strategies LLC $845,962 8,353 0.10% 株式数
&PARTNERS $752,646 7,434 0.09% 株式数
One Wealth Advisors, LLC $733,788 7,248 0.09% 株式数
Key Capital Management, INC $726,771 7,179 0.09% 株式数
Ullmann Wealth Partners Group, LLC $711,705 7,030 0.09% 株式数
Equitable Holdings, Inc. $683,980 6,756 0.08% 株式数
Kestra Advisory Services, LLC $680,566 6,722 0.08% 株式数
NewEdge Advisors, LLC $627,037 6,194 0.08% 株式数
Gotham Asset Management, LLC $603,188 5,958 0.07% 株式数
Arkadios Wealth Advisors $601,265 5,939 0.07% 株式数
Kelly Financial Services LLC $574,903 5,679 0.07% 株式数
FLAGSTAR SECURITIES, INC $563,905 5,569 0.07% 株式数
Financial Engines Advisors L.L.C. $562,287 5,554 0.07% 株式数
Tyler-Stone Wealth Management $558,544 6,698 0.07% 株式数
Security Financial Services, INC. $553,378 5,466 0.07% 株式数
Steward Partners Investment Advisory, LLC $543,760 5,371 0.07% 株式数
Pearl Planning LLC $534,446 5,279 0.07% 株式数
Focus Partners Wealth $528,675 5,222 0.07% 株式数
SILVERLAKE WEALTH MANAGEMENT LLC $518,285 5,119 0.06% 株式数
FIRST MANHATTAN CO. LLC. $506,200 5,000 0.06% 株式数
Summit Asset Management, LLC $495,064 4,890 0.06% 株式数
Gilliland Jeter Wealth Management LLC $492,229 4,862 0.06% 株式数
Farther Finance Advisors, LLC $475,290 4,695 0.06% 株式数
Foundations Investment Advisors, LLC $473,398 4,676 0.06% 株式数
Nvest Financial, LLC $468,539 4,628 0.06% 株式数
Towerpoint Wealth, LLC $459,592 4,540 0.06% 株式数
Orion Porfolio Solutions, LLC $452,847 4,473 0.06% 株式数
Cerity Partners LLC $450,310 4,450 0.06% 株式数
Creative Planning $446,266 4,408 0.06% 株式数
KICKSTAND VENTURES, LLC. $441,204 4,358 0.05% 株式数
RCW Management, LLC $431,384 4,261 0.05% 株式数
Legacy Wealth Partners, LLC $402,935 3,980 0.05% 株式数
MGO ONE SEVEN LLC $399,635 3,947 0.05% 株式数
Arax Advisory Partners $399,161 3,943 0.05% 株式数
EWA, LLC $387,449 3,827 0.05% 株式数
Willis Johnson & Associates, Inc. $384,712 3,800 0.05% 株式数
WealthBridge Capital Management, LLC $372,563 3,680 0.05% 株式数
Capital Investment Advisors, LLC $362,642 3,582 0.04% 株式数
Carrera Capital Advisors $342,769 3,386 0.04% 株式数
HighTower Advisors, LLC $341,494 3,373 0.04% 株式数
WEALTH ALLIANCE, LLC $338,344 3,342 0.04% 株式数
Quantinno Capital Management LP $333,527 3,294 0.04% 株式数
TME FINANCIAL, INC. $330,472 3,264 0.04% 株式数
Pinnacle Financial Partners, Inc. $327,852 3,238 0.04% 株式数
MEANS INVESTMENT CO., INC. $327,612 3,236 0.04% 株式数
Courage Miller Partners, LLC $325,385 3,214 0.04% 株式数
SYNOVUS FINANCIAL CORP $325,167 3,611 0.04% 株式数
AMERICAN FINANCIAL & TAX STRATEGIES INC $323,968 3,200 0.04% 株式数
Chicago Partners Investment Group LLC $323,621 3,155 0.04% 株式数
Fifth Third Securities, Inc. $323,462 3,195 0.04% 株式数
Mayflower Financial Advisors, LLC $319,817 3,159 0.04% 株式数
Simplicity Wealth,LLC $306,214 3,025 0.04% 株式数
AQR CAPITAL MANAGEMENT LLC $302,428 2,987 0.04% 株式数
Lido Advisors, LLC $298,860 2,952 0.04% 株式数
HARBOR INVESTMENT ADVISORY, LLC $293,596 2,900 0.04% 株式数
ONE Advisory Partners, LLC $293,596 2,900 0.04% 株式数
Perigon Wealth Management, LLC $288,939 2,854 0.04% 株式数
Ascent Group, LLC $285,902 2,824 0.04% 株式数
CFS Investment Advisory Services, LLC $284,261 2,755 0.04% 株式数
U.S. Capital Wealth Advisors, LLC $282,682 3,035 0.04% 株式数
Triad Wealth Partners, LLC $271,409 2,550 0.03% 株式数
Independent Wealth Advisors LLC $268,748 2,655 0.03% 株式数
Destination Wealth Management $264,034 2,608 0.03% 株式数
NWAM LLC $246,615 2,436 0.03% 株式数
SMI Advisory Services, LLC $244,713 2,363 0.03% 株式数
Merit Financial Group, LLC $238,906 2,360 0.03% 株式数
DIVERSIFY WEALTH MANAGEMENT, LLC $231,035 2,220 0.03% 株式数
Diversify Advisory Services, LLC $231,035 2,220 0.03% 株式数
Moloney Securities Asset Management, LLC $224,820 2,497 0.03% 株式数
TSA Wealth Managment LLC $222,829 2,201 0.03% 株式数
Sigma Planning Corp $221,431 2,187 0.03% 株式数
Accelerate Investment Advisors LLC $216,654 2,140 0.03% 株式数
Avid Wealth Partners LLC $214,629 2,120 0.03% 株式数
Integrated Wealth Concepts LLC $213,414 2,108 0.03% 株式数
EP Wealth Advisors, LLC $209,472 2,069 0.03% 株式数
FIRETHORN WEALTH PARTNERS, LLC $203,796 2,013 0.03% 株式数
BROWN ADVISORY INC $202,581 2,001 0.03% 株式数
Geneos Wealth Management Inc. $194,178 1,918 0.02% 株式数
LRI Investments, LLC $188,914 1,866 0.02% 株式数
MGB Wealth Management, LLC $188,838 2,000 0.02% 株式数
IFG Advisory, LLC $169,712 1,676 0.02% 株式数
MCF Advisors LLC $163,807 1,618 0.02% 株式数
FLAGSHIP WEALTH ADVISORS, LLC $151,860 1,500 0.02% 株式数
Cape Investment Advisory, Inc. $136,674 1,350 0.02% 株式数
Aspect Partners, LLC $128,879 1,273 0.02% 株式数
US BANCORP \DE\ $104,480 1,032 0.01% 株式数
PlanVest Financial, Inc $104,277 1,030 0.01% 株式数
ASSETMARK, INC $95,571 944 0.01% 株式数
CREATIVE FINANCIAL DESIGNS INC /ADV $93,488 923 0.01% 株式数
IFP Advisors, Inc $80,081 791 0.01% 株式数
Mascoma Wealth Management LLC $79,777 788 0.01% 株式数
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $77,213 829 0.01% 株式数
Caitlin John, LLC $70,666 698 0.01% 株式数
Capital Investment Advisory Services, LLC $70,362 695 0.01% 株式数
Matrix Trust Co $67,930 670,985 0.01% 株式数
City State Bank $67,628 668 0.01% 株式数
Silicon Valley Capital Partners $57,787 571 0.01% 株式数
Daytona Street Capital LLC $54,838 700 0.01% 株式数
Parallel Advisors, LLC $52,240 516 0.01% 株式数
AE Wealth Management LLC $50,210 496 0.01% 株式数
ST GERMAIN D J CO INC $48,393 478 0.01% 株式数
IMA Advisory Services, Inc. $47,997 474 0.01% 株式数
Aptus Capital Advisors, LLC $38,471 380 0.00% 株式数
CIBC Private Wealth Group LLC $27,483 305 0.00% 株式数
Ashton Thomas Private Wealth, LLC $22,070 218 0.00% 株式数
Salomon & Ludwin, LLC $22,058 216 0.00% 株式数
BANK OF MONTREAL /CAN/ $21,058 208 0.00% 株式数
Institute for Wealth Management, LLC. $20,653 204 0.00% 株式数
PNC Financial Services Group, Inc. $19,506 193 0.00% 株式数
Godfrey Financial Associates, Inc. $15,814 156 0.00% 株式数
SALEM INVESTMENT COUNSELORS INC $13,060 129 0.00% 株式数
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10,833 107 0.00% 株式数
CoreCap Advisors, LLC $10,124 100 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $9,096 89,845 0.00% 株式数
Caldwell Trust Co $8,099 80 0.00% 株式数
EverSource Wealth Advisors, LLC $7,897 78 0.00% 株式数
Gladwyn Financial Advisors, Inc. $4,635 44 0.00% 株式数
Janney Montgomery Scott LLC $4,553 44,972 0.00% 株式数
Aberdeen Wealth Management LLC $2,025 20 0.00% 株式数
Spire Wealth Management $2,025 20 0.00% 株式数
Allworth Financial LP $1,823 18 0.00% 株式数
N.E.W. Advisory Services LLC $1,215 12 0.00% 株式数
PARK AVENUE SECURITIES LLC $264 2,606 0.00% 株式数
Russell Investments Group, Ltd. $254 3 0.00% 株式数
Capital Analysts, LLC $238 2,348 0.00% 株式数
Navigoe, LLC $142 1,407 0.00% 株式数
HAZLETT, BURT & WATSON, INC. $3 30 0.00% 株式数