SHYM — 機関投資家（13F）

159 提出者 · $462.3M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
Orgel Wealth Management, LLC $182,886,909 8,146,410 39.56% 株式数
LPL Financial LLC $59,060,299 2,630,748 12.78% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $29,671,941 1,321,690 6.42% 株式数
OSAIC HOLDINGS, INC. $18,815,492 838,089 4.07% 株式数
ENVESTNET ASSET MANAGEMENT INC $17,111,350 762,198 3.70% 株式数
JPMORGAN CHASE & CO $9,328,139 415,599 2.02% 株式数
HighTower Advisors, LLC $8,338,126 371,409 1.80% 株式数
Quotient Wealth Partners, LLC $7,262,306 323,488 1.57% 株式数
Dynasty Wealth Management, LLC $7,128,097 317,510 1.54% 株式数
Trust Co $6,429,047 291,964 1.39% 株式数
Prentice Wealth Management LLC $5,546,228 247,048 1.20% 株式数
MML INVESTORS SERVICES, LLC $4,875,504 217,172 1.05% 株式数
FORTE ASSET MANAGEMENT LLC $4,006,123 178,446 0.87% 株式数
Evergreen Wealth Partners LLC $3,653,105 162,722 0.79% 株式数
Rialto Wealth Management, LLC $3,626,035 161,516 0.78% 株式数
IHT Wealth Management, LLC $3,525,105 157,020 0.76% 株式数
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $3,461,252 154,176 0.75% 株式数
Ashton Thomas Private Wealth, LLC $3,106,407 138,370 0.67% 株式数
Vertex Planning Partners, LLC $3,051,471 135,923 0.66% 株式数
Cetera Investment Advisers $2,419,195 107,759 0.52% 株式数
FourThought Financial Partners, LLC $2,384,889 106,231 0.52% 株式数
TRUIST FINANCIAL CORP $2,361,091 105,171 0.51% 株式数
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2,163,072 96,618 0.47% 株式数
DeLarme Wealth Management, Inc. $2,158,208 96,134 0.47% 株式数
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,988,549 88,577 0.43% 株式数
Legacy Advisory Services, LLC $1,800,490 80,200 0.39% 株式数
Ausdal Financial Partners, Inc. $1,773,349 78,991 0.38% 株式数
Private Advisor Group, LLC $1,735,943 77,325 0.38% 株式数
Aspen Wealth Management LLC $1,683,911 75,007 0.36% 株式数
H D Vest Advisory Services $1,603,331 71,866 0.35% 株式数
WCG Wealth Advisors LLC $1,569,861 69,927 0.34% 株式数
Keebeck Wealth Management $1,535,715 68,406 0.33% 株式数
SK Wealth Management, LLC $1,425,849 64,431 0.31% 株式数
Elequin Capital, LP $1,416,528 63,097 0.31% 株式数
COFG Advisors, LLC $1,329,399 59,216 0.29% 株式数
Ellis Investment Partners, LLC $1,223,248 54,487 0.26% 株式数
Vestmark Advisory Solutions, Inc. $1,210,998 53,942 0.26% 株式数
DIVERSIFY WEALTH MANAGEMENT, LLC $1,185,504 53,449 0.26% 株式数
Diversify Advisory Services, LLC $1,185,504 53,449 0.26% 株式数
Joseph Group Capital Management $1,184,821 52,776 0.26% 株式数
MBA Advisors LLC $1,163,471 51,825 0.25% 株式数
Stratos Wealth Partners, LTD. $1,124,303 50,080 0.24% 株式数
Envestnet Portfolio Solutions, Inc. $1,117,673 49,785 0.24% 株式数
Wealth Advisors of Tampa Bay, LLC $1,010,250 45,000 0.22% 株式数
World Investment Advisors $999,474 44,520 0.22% 株式数
Indivisible Partners $990,292 44,111 0.21% 株式数
Tolleson Wealth Management, Inc. $965,911 43,025 0.21% 株式数
Financial Engines Advisors L.L.C. $962,095 42,855 0.21% 株式数
Objective Capital Management, LLC $938,331 41,796 0.20% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $923,996 41,342 0.20% 株式数
NewEdge Advisors, LLC $847,065 37,732 0.18% 株式数
Legacy Edge Advisors, LLC $840,483 37,438 0.18% 株式数
Beacon Pointe Advisors, LLC $818,355 36,452 0.18% 株式数
Orion Porfolio Solutions, LLC $761,594 33,924 0.16% 株式数
Marietta Wealth Management, LLC $759,641 33,837 0.16% 株式数
ShoreHaven Wealth Partners, LLC $758,664 33,794 0.16% 株式数
Advisory Resource Group $726,707 32,370 0.16% 株式数
Tortuga Wealth Management, Inc $698,008 31,092 0.15% 株式数
JANE STREET GROUP, LLC $697,566 31,072 0.15% 株式数
BETO FINANCIAL GROUP, LLC $689,323 30,953 0.15% 株式数
Per Stirling Capital Management, LLC. $677,429 30,175 0.15% 株式数
Creative Planning $660,501 29,421 0.14% 株式数
Kestra Advisory Services, LLC $648,271 28,876 0.14% 株式数
Beta Wealth Group, Inc. $646,782 28,810 0.14% 株式数
&PARTNERS $644,172 28,694 0.14% 株式数
Weitzel Financial Services, Inc. $634,383 28,327 0.14% 株式数
OLD MISSION CAPITAL LLC $618,250 27,539 0.13% 株式数
Destiny Wealth Partners, LLC $614,910 27,780 0.13% 株式数
FOCUSED ALPHA, LLC $599,618 26,709 0.13% 株式数
Summit Financial, LLC $582,699 25,955 0.13% 株式数
RFG Advisory, LLC $579,188 25,799 0.13% 株式数
Apollon Wealth Management, LLC $566,481 25,233 0.12% 株式数
Atria Wealth Solutions, Inc. $532,584 23,872 0.12% 株式数
Kuhn & Co Investment Counsel $532,514 23,720 0.12% 株式数
Orion Portfolio Solutions, LLC $518,848 22,887 0.11% 株式数
RETIREMENT PLANNING GROUP, LLC / NY $518,088 23,077 0.11% 株式数
Sovereign Financial Group, Inc. $504,945 22,492 0.11% 株式数
KESTRA PRIVATE WEALTH SERVICES, LLC $492,810 21,951 0.11% 株式数
SAGESPRING WEALTH PARTNERS, LLC $482,594 21,496 0.10% 株式数
Private Wealth Asset Management, LLC $482,002 21,470 0.10% 株式数
Krasney Financial LLC $472,713 21,467 0.10% 株式数
Sowell Financial Services LLC $468,672 20,876 0.10% 株式数
Ameritas Advisory Services, LLC $466,558 20,782 0.10% 株式数
Premier Path Wealth Partners, LLC $465,770 20,747 0.10% 株式数
Horizon Wealth Management, LLC $453,134 20,184 0.10% 株式数
Dynamic Advisor Solutions LLC $446,196 19,875 0.10% 株式数
Veracity Capital LLC $444,532 19,801 0.10% 株式数
FLAGSHIP HARBOR ADVISORS, LLC $442,596 19,715 0.10% 株式数
Serenity Investment Advisors $442,389 19,995 0.10% 株式数
Advyzon Investment Management, LLC $417,480 18,596 0.09% 株式数
Tower Research Capital LLC (TRC) $399,745 17,806 0.09% 株式数
Bedel Financial Consulting, Inc. $387,090 17,242 0.08% 株式数
Cornerstone Wealth Management, LLC $378,605 16,864 0.08% 株式数
Equitable Holdings, Inc. $356,032 15,859 0.08% 株式数
ARQ WEALTH ADVISORS, LLC $355,360 16,000 0.08% 株式数
PERSPECTIVE WEALTH ADVISORS LLC $349,255 15,557 0.08% 株式数
Camarda Financial Advisors, LLC $340,388 15,162 0.07% 株式数
Advisory Services Network, LLC $329,821 14,691 0.07% 株式数
AXXCESS WEALTH MANAGEMENT, LLC $329,806 14,691 0.07% 株式数
Capital Asset Advisory Services LLC $329,806 14,691 0.07% 株式数
Brookwood Investment Group LLC $320,608 14,281 0.07% 株式数
ALTERNA WEALTH MANAGEMENT, INC $318,027 14,166 0.07% 株式数
PRINCIPAL SECURITIES, INC. $316,829 14,113 0.07% 株式数
Arrowroot Family Office, LLC $316,208 14,085 0.07% 株式数
Parallel Advisors, LLC $314,344 14,001 0.07% 株式数
Integrated Wealth Concepts LLC $309,523 13,787 0.07% 株式数
Vawter Financial, Ltd. $308,822 13,756 0.07% 株式数
CASTLE WEALTH MANAGEMENT LLC $304,534 13,565 0.07% 株式数
HARBOUR INVESTMENTS, INC. $302,738 13,485 0.07% 株式数
SIGNATUREFD, LLC $300,830 13,400 0.07% 株式数
Vision Retirement, LLC $289,745 12,906 0.06% 株式数
Bowman & Co S.C. $287,749 12,950 0.06% 株式数
FIDUCIARY FINANCIAL ADVISORS $276,424 12,313 0.06% 株式数
Wealthcare Advisory Partners LLC $271,221 12,081 0.06% 株式数
Alpha Financial Partners LLC $257,429 11,467 0.06% 株式数
M Wealth Management, LLC $251,440 11,200 0.05% 株式数
NewEdge Wealth, LLC $250,991 11,180 0.05% 株式数
WealthCare Investment Partners, LLC $239,925 10,687 0.05% 株式数
CARY STREET PARTNERS FINANCIAL LLC $226,072 10,070 0.05% 株式数
DIVERSIFIED TRUST CO $224,500 10,000 0.05% 株式数
Mutual Advisors, LLC $223,901 9,973 0.05% 株式数
Triad Wealth Partners, LLC $213,276 9,668 0.05% 株式数
Perigon Wealth Management, LLC $209,436 9,329 0.05% 株式数
Dorsey & Whitney Trust CO LLC $208,291 9,278 0.05% 株式数
JFS WEALTH ADVISORS, LLC $195,296 8,869 0.04% 株式数
AMERIFLEX GROUP, INC. $193,766 8,631 0.04% 株式数
IFP Advisors, Inc $181,665 8,092 0.04% 株式数
PRIVATE TRUST CO NA $168,016 7,484 0.04% 株式数
Kings Path Partners LLC $156,014 6,949 0.03% 株式数
N.E.W. Advisory Services LLC $152,301 6,784 0.03% 株式数
Farther Finance Advisors, LLC $141,910 6,321 0.03% 株式数
Atlantic Edge Private Wealth Management, LLC $112,250 5,000 0.02% 株式数
COMERICA BANK $93,568 4,211 0.02% 株式数
AE Wealth Management LLC $91,479 4,075 0.02% 株式数
FIFTH THIRD BANCORP $87,510 3,898 0.02% 株式数
JONES FINANCIAL COMPANIES LLLP $77,461 3,455 0.02% 株式数
GGM Financial LLC $76,779 3,420 0.02% 株式数
Sunbelt Securities, Inc. $75,715 3,438 0.02% 株式数
BlackRock, Inc. $62,164 2,769 0.01% 株式数
Signature Equity Partners, LLC $57,517 2,562 0.01% 株式数
Steward Partners Investment Advisory, LLC $55,016 2,451 0.01% 株式数
Allworth Financial LP $46,056 2,051 0.01% 株式数
Litman Gregory Wealth Management LLC $24,694 1,111 0.01% 株式数
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $23,121 1,050 0.01% 株式数
Spire Wealth Management $18,701 833 0.00% 株式数
Wilkerson Advisory Group LLC $13,470 600 0.00% 株式数
Aptus Capital Advisors, LLC $7,027 313 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $4,383 195,227 0.00% 株式数
Portfolio Resources Advisor Group, Inc. $3,143 140 0.00% 株式数
Capital Analysts, LLC $3,098 137,977 0.00% 株式数
Janney Montgomery Scott LLC $2,357 105,010 0.00% 株式数
Golden State Wealth Management, LLC $2,290 102 0.00% 株式数
CWM, LLC $1,497 68 0.00% 株式数
PARK AVENUE SECURITIES LLC $1,089 48,492 0.00% 株式数
Imprint Wealth LLC $898 40 0.00% 株式数
HRT FINANCIAL LP $371 16,537 0.00% 株式数
TSFG, LLC $62 2,750 0.00% 株式数
MORGAN STANLEY $33 1 0.00% 株式数
WELLS FARGO & COMPANY/MN $7 0 0.00% 株式数