UCON — 機関投資家（13F）

286 提出者 · $2.8B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 $340,383,098 13,680,994 12.11% 株式数
MORGAN STANLEY $231,772,600 9,315,618 8.25% 株式数
WELLS FARGO & COMPANY/MN $178,495,907 7,174,273 6.35% 株式数
AMERIPRISE FINANCIAL INC $138,557,967 5,567,401 4.93% 株式数
BANK OF AMERICA CORP /DE/ $104,477,546 4,199,258 3.72% 株式数
HARBOUR INVESTMENTS, INC. $104,445,001 4,197,950 3.72% 株式数
ROYAL BANK OF CANADA $100,109,000 4,023,683 3.56% 株式数
RAYMOND JAMES FINANCIAL INC $70,480,530 2,832,819 2.51% 株式数
ENVESTNET ASSET MANAGEMENT INC $65,268,105 2,623,316 2.32% 株式数
HighTower Advisors, LLC $61,496,163 2,471,711 2.19% 株式数
TRUIST FINANCIAL CORP $52,089,192 2,093,617 1.85% 株式数
OSAIC HOLDINGS, INC. $50,884,979 2,045,101 1.81% 株式数
Cetera Investment Advisers $43,716,531 1,757,095 1.56% 株式数
STIFEL FINANCIAL CORP $41,343,650 1,661,708 1.47% 株式数
Trilogy Capital Inc. $39,116,222 1,572,195 1.39% 株式数
Csenge Advisory Group $38,033,260 1,528,668 1.35% 株式数
Aptus Capital Advisors, LLC $34,839,847 1,400,315 1.24% 株式数
IFP Advisors, Inc $28,102,930 1,129,539 1.00% 株式数
Focus Partners Wealth $24,864,429 999,374 0.88% 株式数
Integrated Wealth Concepts LLC $24,449,672 982,703 0.87% 株式数
MML INVESTORS SERVICES, LLC $23,211,618 932,943 0.83% 株式数
Cyndeo Wealth Partners, LLC $21,716,918 872,866 0.77% 株式数
Wagner Wealth Management, LLC $21,377,319 859,217 0.76% 株式数
EdgeRock Capital LLC $20,964,515 842,625 0.75% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $20,748,387 833,938 0.74% 株式数
Dynamic Advisor Solutions LLC $20,311,922 816,396 0.72% 株式数
Stratos Wealth Partners, LTD. $20,099,115 807,842 0.72% 株式数
Walkner Condon Financial Advisors LLC $20,060,739 806,300 0.71% 株式数
KESTRA PRIVATE WEALTH SERVICES, LLC $19,950,849 801,883 0.71% 株式数
EARNED WEALTH ADVISORS, LLC $19,705,702 792,030 0.70% 株式数
Arch Global Advisors, LLC $19,494,102 783,525 0.69% 株式数
Waverly Advisors, LLC $19,478,565 782,901 0.69% 株式数
TruWealth Advisors, LLC $19,183,983 774,486 0.68% 株式数
Capital Investment Advisory Services, LLC $18,816,608 756,295 0.67% 株式数
JPMORGAN CHASE & CO $18,583,052 745,409 0.66% 株式数
Private Advisor Group, LLC $16,909,872 679,658 0.60% 株式数
&PARTNERS $16,245,210 661,016 0.58% 株式数
Geneos Wealth Management Inc. $16,112,994 647,628 0.57% 株式数
Spartan Wealth Advisory Services LLC $15,860,147 637,466 0.56% 株式数
Navalign, LLC $15,431,268 620,228 0.55% 株式数
Collaborative Wealth Managment Inc. $15,041,299 604,554 0.54% 株式数
Visionary Wealth Advisors $14,680,252 590,042 0.52% 株式数
Smartleaf Asset Management LLC $14,483,317 580,959 0.52% 株式数
First Heartland Consultants, Inc. $14,374,071 577,736 0.51% 株式数
Equitable Holdings, Inc. $13,541,056 544,255 0.48% 株式数
Etesian Wealth Advisors, Inc. $13,345,214 536,383 0.47% 株式数
Chicago Partners Investment Group LLC $12,808,825 522,596 0.46% 株式数
CWM, LLC $12,334,791 497,973 0.44% 株式数
Kestra Advisory Services, LLC $12,128,158 487,466 0.43% 株式数
Western Wealth Management, LLC $11,338,418 455,724 0.40% 株式数
Rehmann Capital Advisory Group $11,078,247 445,374 0.39% 株式数
Focus Financial Network, Inc. $10,843,873 435,847 0.39% 株式数
HBW ADVISORY SERVICES LLC $10,749,870 432,069 0.38% 株式数
AXXCESS WEALTH MANAGEMENT, LLC $10,657,767 428,367 0.38% 株式数
Darwin Wealth Management, LLC $10,657,766 428,366 0.38% 株式数
Prasad Wealth Partners, LLC $10,141,877 407,632 0.36% 株式数
Mach-1 Financial Group, LLC $10,051,946 404,016 0.36% 株式数
US BANCORP \DE\ $9,757,539 392,174 0.35% 株式数
CAPTRUST FINANCIAL ADVISORS $9,396,656 377,679 0.33% 株式数
Larson Financial Group LLC $9,137,749 367,273 0.33% 株式数
Good Life Advisors, LLC $9,076,779 364,676 0.32% 株式数
Gateway Wealth Partners, LLC $9,027,003 362,821 0.32% 株式数
Appalachian Capital Management Ltd $9,016,407 362,396 0.32% 株式数
Boyce & Associates Wealth Consulting, Inc. $8,894,593 357,500 0.32% 株式数
Live Oak Investment Partners $8,850,399 355,723 0.31% 株式数
XML Financial, LLC $8,818,995 354,461 0.31% 株式数
Wealth Advisory Team LLC $8,008,590 321,889 0.28% 株式数
MATHER GROUP, LLC. $7,730,748 310,721 0.28% 株式数
Certified Advisory Corp $7,543,027 303,176 0.27% 株式数
Baird Financial Group, Inc. $7,501,146 301,493 0.27% 株式数
Ameritas Advisory Services, LLC $7,398,025 297,348 0.26% 株式数
TWIN PEAKS WEALTH ADVISORS, LLC $7,010,185 281,760 0.25% 株式数
Legacy Investment Solutions, LLC $6,851,646 275,277 0.24% 株式数
CoreCap Advisors, LLC $6,765,693 271,933 0.24% 株式数
PFG Advisors $6,763,894 271,861 0.24% 株式数
TrueWealth Advisors, LLC $6,560,619 263,690 0.23% 株式数
Gaddis Premier Wealth Advisors LLC $6,534,583 262,644 0.23% 株式数
Tolleson Wealth Management, Inc. $6,400,703 257,263 0.23% 株式数
NewEdge Advisors, LLC $6,285,912 252,649 0.22% 株式数
Summit Financial, LLC $6,181,391 248,448 0.22% 株式数
GSG Advisors LLC $6,095,868 245,011 0.22% 株式数
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $6,093,535 244,917 0.22% 株式数
Triumph Capital Management $6,013,055 241,682 0.21% 株式数
H D Vest Advisory Services $5,973,448 239,994 0.21% 株式数
Total Clarity Wealth Management, Inc. $5,923,160 238,069 0.21% 株式数
My Portfolio Guide, LLC $5,904,051 238,296 0.21% 株式数
Keel Point, LLC $5,847,036 235,009 0.21% 株式数
Apollon Wealth Management, LLC $5,787,715 232,625 0.21% 株式数
OneDigital Investment Advisors LLC $5,664,371 227,668 0.20% 株式数
Nova Wealth Management, Inc. $5,433,383 218,384 0.19% 株式数
Goldstone Financial Group, LLC $5,365,595 215,659 0.19% 株式数
Vise Technologies, Inc. $5,364,884 215,630 0.19% 株式数
FOCUSED ALPHA, LLC $5,223,274 209,939 0.19% 株式数
Mariner, LLC $5,114,112 205,551 0.18% 株式数
D.A. DAVIDSON & CO. $5,089,254 204,552 0.18% 株式数
Golden State Wealth Management, LLC $5,079,895 204,175 0.18% 株式数
Synergy Investment Management, LLC $5,076,617 204,044 0.18% 株式数
OPPENHEIMER & CO INC $4,736,630 190,379 0.17% 株式数
Philip James Wealth Mangement, LLC $4,349,072 174,823 0.15% 株式数
Ashton Thomas Private Wealth, LLC $4,345,156 174,645 0.15% 株式数
DIVERSIFY WEALTH MANAGEMENT, LLC $4,218,428 171,690 0.15% 株式数
Diversify Advisory Services, LLC $4,218,428 171,690 0.15% 株式数
Holistic Financial Partners $4,193,043 168,531 0.15% 株式数
FLAGSHIP HARBOR ADVISORS, LLC $3,925,918 157,794 0.14% 株式数
Fairway Financial, LLC $3,810,707 153,163 0.14% 株式数
Commonwealth Financial Services, LLC $3,806,640 153,000 0.14% 株式数
Midwest Financial Group LLC $3,729,164 149,886 0.13% 株式数
Wagner Wealth Management, Corp $3,705,130 148,920 0.13% 株式数
RiverTree Advisors, LLC $3,367,451 135,348 0.12% 株式数
Bleakley Financial Group, LLC $3,351,101 134,691 0.12% 株式数
AssuredPartners Investment Advisors, LLC $3,162,323 127,103 0.11% 株式数
Advisory Services Network, LLC $3,141,275 126,257 0.11% 株式数
Tactive Advisors, LLC $3,125,292 125,615 0.11% 株式数
DEFINED WEALTH MANAGEMENT, LLC $2,948,447 118,507 0.10% 株式数
Acorn Wealth Advisors, LLC $2,920,386 117,379 0.10% 株式数
Beaumont Financial Advisors, LLC $2,851,929 114,627 0.10% 株式数
J.W. COLE ADVISORS, INC. $2,653,668 106,659 0.09% 株式数
Stonebridge Financial Planning Group, LLC $2,607,833 104,816 0.09% 株式数
Core Wealth Partners LLC $2,596,104 104,345 0.09% 株式数
HCR Wealth Advisors $2,483,496 99,819 0.09% 株式数
Atria Wealth Solutions, Inc. $2,430,419 97,646 0.09% 株式数
Holos Integrated Wealth LLC $2,425,767 97,695 0.09% 株式数
Blackhawk Capital Partners, LLC $2,217,131 89,113 0.08% 株式数
Pine Valley Investments Ltd Liability Co $2,167,387 87,114 0.08% 株式数
TRANSCEND CAPITAL ADVISORS, LLC $2,113,343 84,941 0.08% 株式数
Avantax Planning Partners, Inc. $1,920,736 77,200 0.07% 株式数
Spectrum Wealth Advisory Group, LLC $1,906,935 76,645 0.07% 株式数
Capital CS Group, LLC $1,902,947 76,485 0.07% 株式数
Avior Wealth Management, LLC $1,849,514 74,337 0.07% 株式数
EWG Elevate Inc. $1,811,297 71,910 0.06% 株式数
CITADEL ADVISORS LLC $1,788,972 71,904 0.06% 株式数
COMERICA BANK $1,785,106 70,922 0.06% 株式数
Kingsview Wealth Management, LLC $1,758,111 70,664 0.06% 株式数
COLUMBIA ADVISORY PARTNERS LLC $1,628,719 65,463 0.06% 株式数
Rockefeller Capital Management L.P. $1,519,487 61,072 0.05% 株式数
FIFTH THIRD BANCORP $1,449,659 58,266 0.05% 株式数
Legacy Capital Wealth Partners, LLC $1,357,237 54,551 0.05% 株式数
BEACON FINANCIAL GROUP $1,355,316 54,474 0.05% 株式数
PUFF WEALTH MANAGEMENT, LLC $1,354,888 54,457 0.05% 株式数
PKS Advisory Services, LLC $1,292,082 51,934 0.05% 株式数
Pinnacle Financial Partners, Inc. $1,247,311 50,133 0.04% 株式数
Prospera Financial Services Inc $1,211,042 48,673 0.04% 株式数
Legacy Wealth Managment, LLC/ID $1,116,620 44,880 0.04% 株式数
GOLDMAN SACHS GROUP INC $1,106,463 44,472 0.04% 株式数
Fifth Third Securities, Inc. $1,080,091 43,412 0.04% 株式数
CHIRON CAPITAL MANAGEMENT, LLC $1,079,493 43,388 0.04% 株式数
Farther Finance Advisors, LLC $1,032,584 41,503 0.04% 株式数
INDEPENDENT FINANCIAL GROUP, LLC $1,021,040 41,039 0.04% 株式数
SYNOVUS FINANCIAL CORP $1,019,116 40,453 0.04% 株式数
Mutual Advisors, LLC $987,577 39,694 0.04% 株式数
SouthState Bank Corp $985,025 39,591 0.04% 株式数
GREENWOOD CAPITAL ASSOCIATES LLC $962,906 38,702 0.03% 株式数
KINTRA WEALTH, LLC $925,024 37,420 0.03% 株式数
LANARK FINANCIAL, INC. $916,676 36,843 0.03% 株式数
Impact Partnership Wealth, LLC $885,529 35,592 0.03% 株式数
Harvest Investment Services, LLC $878,687 35,317 0.03% 株式数
Lido Advisors, LLC $832,378 33,455 0.03% 株式数
Chris Bulman Inc $831,511 33,420 0.03% 株式数
Global Retirement Partners, LLC $808,335 32,489 0.03% 株式数
CLG LLC $792,012 31,833 0.03% 株式数
Stratos Wealth Advisors, LLC $783,236 31,480 0.03% 株式数
Asset One Wealth Management LLC $775,620 31,275 0.03% 株式数
Christopher J. Hasenberg, Inc $769,748 30,926 0.03% 株式数
Envestnet Portfolio Solutions, Inc. $733,279 29,473 0.03% 株式数
Arkadios Wealth Advisors $728,219 29,269 0.03% 株式数
Steward Partners Investment Advisory, LLC $702,835 28,249 0.03% 株式数
Skyview Financial Group LLC $701,815 27,883 0.02% 株式数
PRINCIPAL SECURITIES, INC. $696,764 28,005 0.02% 株式数
WINEBRENNER CAPITAL MANAGEMENT LLC $693,580 27,877 0.02% 株式数
Arax Advisory Partners $688,206 27,661 0.02% 株式数
Brookstone Capital Management $675,512 27,151 0.02% 株式数
Balefire, LLC $665,764 26,759 0.02% 株式数
MBE Wealth Management, LLC $637,320 25,616 0.02% 株式数
Sanctuary Advisors, LLC $621,328 24,973 0.02% 株式数
Snowden Capital Advisors LLC $619,520 24,900 0.02% 株式数
Lakeridge Wealth Management LLC $618,566 24,862 0.02% 株式数
HORAN Wealth, LLC $609,392 24,493 0.02% 株式数
Park Square Financial Group, LLC $594,730 23,904 0.02% 株式数
Berger Financial Group, Inc $574,818 23,104 0.02% 株式数
Quantinno Capital Management LP $573,086 23,034 0.02% 株式数
Washington Trust Bank $551,590 22,170 0.02% 株式数
NORTHWEST WEALTH MANAGEMENT, LLC $550,943 22,144 0.02% 株式数
Focus Partners Advisor Solutions, LLC $550,943 22,144 0.02% 株式数
Savant Capital, LLC $543,554 21,847 0.02% 株式数
VestGen Advisors, LLC $538,947 21,662 0.02% 株式数
MGO ONE SEVEN LLC $523,052 21,023 0.02% 株式数
Horan Securities, Inc. $508,147 20,416 0.02% 株式数
PRIVATE TRUST CO NA $486,038 19,535 0.02% 株式数
Kovack Advisors, Inc. $482,535 19,395 0.02% 株式数
Concurrent Investment Advisors, LLC $481,926 19,370 0.02% 株式数
Perennial Investment Advisors, LLC $475,405 19,108 0.02% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $470,867 18,987 0.02% 株式数
Huntleigh Advisors, Inc. $462,772 18,600 0.02% 株式数
Chokshi & Queen Wealth Advisors, Inc $460,131 18,494 0.02% 株式数
United Advisor Group, LLC $447,045 17,968 0.02% 株式数
Maia Wealth LLC $418,604 16,825 0.01% 株式数
AE Wealth Management LLC $383,469 15,413 0.01% 株式数
GENTRY PRIVATE WEALTH, LLC $377,853 15,187 0.01% 株式数
Axis Wealth Partners, LLC $377,842 15,187 0.01% 株式数
Proactive Wealth Strategies LLC $374,476 15,052 0.01% 株式数
TITLEIST ASSET MANAGEMENT, LLC $368,274 14,802 0.01% 株式数
SHP Wealth Management $368,255 14,801 0.01% 株式数
StoneX Group Inc. $361,528 14,528 0.01% 株式数
Sequent Planning LLC $355,699 14,297 0.01% 株式数
CREATIVE FINANCIAL DESIGNS INC /ADV $333,221 13,393 0.01% 株式数
Savvy Advisors, Inc. $332,732 13,373 0.01% 株式数
Fairvoy Private Wealth, LLC $324,435 13,040 0.01% 株式数
Financial Engines Advisors L.L.C. $318,787 12,813 0.01% 株式数
Northwest Capital Management Inc $317,570 12,617 0.01% 株式数
BlackDiamond Wealth Management, LLC $300,881 12,221 0.01% 株式数
Ellenbecker Investment Group $299,900 12,053 0.01% 株式数
Morling Financial Advisors, LLC $295,597 11,881 0.01% 株式数
SteelPeak Wealth, LLC $294,406 11,833 0.01% 株式数
Adelphi Trust Co $291,345 11,710 0.01% 株式数
Clear Creek Financial Management, LLC $289,087 11,619 0.01% 株式数
FLAGSTAR SECURITIES, INC $285,165 11,461 0.01% 株式数
Mayflower Financial Advisors, LLC $284,878 11,450 0.01% 株式数
ASSETMARK, INC $281,443 11,312 0.01% 株式数
Grant/GrossMendelsohn, LLC $281,006 11,386 0.01% 株式数
Strategic Blueprint, LLC $259,997 10,450 0.01% 株式数
Valeo Financial Advisors, LLC $255,091 10,253 0.01% 株式数
FARMERS & MERCHANTS TRUST Co OF LONG BEACH $245,614 9,872 0.01% 株式数
Retirement Planning Group, LLC $237,053 9,528 0.01% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $236,360 9,500 0.01% 株式数
Financial Futures Ltd Liability Co. $230,242 9,254 0.01% 株式数
Claris Financial LLC $222,544 8,984 0.01% 株式数
Merit Financial Group, LLC $221,738 8,912 0.01% 株式数
GPS Wealth Strategies Group, LLC $220,302 8,753 0.01% 株式数
Octavia Wealth Advisors, LLC $219,690 8,830 0.01% 株式数
INSPIRION WEALTH ADVISORS, LLC $217,314 8,738 0.01% 株式数
FIDUCIARY FINANCIAL ADVISORS $216,505 8,705 0.01% 株式数
GK Wealth Management LLC $207,569 8,343 0.01% 株式数
Krilogy Financial LLC $206,891 8,316 0.01% 株式数
Foundations Investment Advisors, LLC $203,655 8,185 0.01% 株式数
SUMMIT WEALTH GROUP LLC / CO $202,772 8,150 0.01% 株式数
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $201,476 8,098 0.01% 株式数
MONECO ADVISORS, LLC $201,149 8,085 0.01% 株式数
Orion Portfolio Solutions, LLC $200,971 8,153 0.01% 株式数
EVOLUTION WEALTH MANAGEMENT INC. $173,712 6,982 0.01% 株式数
Pinnacle Bancorp, Inc. $152,390 6,125 0.01% 株式数
Medallion Wealth Advisors, LLC $151,768 6,100 0.01% 株式数
DHJJ Financial Advisors, Ltd. $140,324 5,640 0.00% 株式数
Elevated Capital Advisors, LLC $126,913 5,101 0.00% 株式数
Qube Research & Technologies Ltd $117,483 4,722 0.00% 株式数
Spire Wealth Management $110,616 4,446 0.00% 株式数
Basepoint Wealth LLC $92,307 3,710 0.00% 株式数
Migdal Insurance & Financial Holdings Ltd. $76,630 3,080 0.00% 株式数
First Pacific Financial $57,244 2,301 0.00% 株式数
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $56,524 2,273 0.00% 株式数
Ascentis Independent Advisors $55,482 2,230 0.00% 株式数
TD Capital Management LLC $48,298 1,941 0.00% 株式数
IFG Advisory, LLC $47,478 1,908 0.00% 株式数
Biltmore Family Office, LLC $30,901 1,242 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $26,902 1,081,262 0.00% 株式数
Wilmington Savings Fund Society, FSB $23,163 931 0.00% 株式数
Strategic Wealth Partners, Ltd. $20,359 818 0.00% 株式数
Decker Retirement Planning Inc. $20,004 804 0.00% 株式数
Lloyd Advisory Services, LLC. $19,108 768 0.00% 株式数
WOLFF WIESE MAGANA LLC $18,287 735 0.00% 株式数
Owl Creek Wealth Partners LLC $17,442 701 0.00% 株式数
JONES FINANCIAL COMPANIES LLLP $15,569 625 0.00% 株式数
Signature Resources Capital Management, LLC $15,525 624 0.00% 株式数
CBIZ Investment Advisory Services, LLC $15,333 619 0.00% 株式数
Janney Montgomery Scott LLC $13,880 557,893 0.00% 株式数
UBS Group AG $13,510 543 0.00% 株式数
MPWM ADVISORY SOLUTIONS, LLC $10,524 423 0.00% 株式数
Keating Financial Advisory Services, Inc. $9,902 398 0.00% 株式数
BANK OF MONTREAL /CAN/ $9,579 385 0.00% 株式数
OAKWORTH CAPITAL, INC. $5,897 237 0.00% 株式数
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $5,852 235 0.00% 株式数
Sunbelt Securities, Inc. $5,375 217 0.00% 株式数
TUCKER ASSET MANAGEMENT LLC $4,454 179 0.00% 株式数
WEDBUSH SECURITIES INC $4,291 172,475 0.00% 株式数
Thrivent Financial for Lutherans $3,130 125,810 0.00% 株式数
HHM Wealth Advisors, LLC $2,787 112 0.00% 株式数
Bernard Wealth Management Corp. $2,734 110 0.00% 株式数
Dunhill Financial, LLC $2,189 88 0.00% 株式数
Glass Jacobson Investment Advisors llc $1,866 75 0.00% 株式数
CENTAURUS FINANCIAL, INC. $1,468 58,985 0.00% 株式数
Betterment LLC $989 39,740 0.00% 株式数
BNP PARIBAS FINANCIAL MARKETS $473 19 0.00% 株式数
Capital Analysts, LLC $457 18,359 0.00% 株式数
Q3 Asset Management $427 17,199 0.00% 株式数
Tower Research Capital LLC (TRC) $398 16 0.00% 株式数
RHL GROUP, LLC $150 6 0.00% 株式数
HAZLETT, BURT & WATSON, INC. $62 2,500 0.00% 株式数