VSDM — 機関投資家(13F)

123 提出者 · $264.4M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
Capital Investment Services of America, Inc. $21,527,589 280,929 8.14% 株式数
TRUIST FINANCIAL CORP $19,242,152 251,105 7.28% 株式数
Mills Wealth Advisors LLC $12,638,279 164,926 4.78% 株式数
S.A. Mason LLC $12,558,737 163,888 4.75% 株式数
Keystone Financial Group, Inc. $10,896,287 142,196 4.12% 株式数
Kestra Investment Management, LLC $10,676,015 139,319 4.04% 株式数
American Investment Services, Inc. $9,862,971 128,709 3.73% 株式数
MOSAIC FAMILY WEALTH PARTNERS, LLC $9,700,330 126,587 3.67% 株式数
CGN Advisors LLC $9,513,921 124,154 3.60% 株式数
Frisch Financial Group, Inc. $7,509,740 98,000 2.84% 株式数
Quantinno Capital Management LP $7,509,740 98,000 2.84% 株式数
Acumen Wealth Advisors, LLC $6,319,447 82,467 2.39% 株式数
Beaird Harris Wealth Management, LLC $5,723,648 74,692 2.16% 株式数
RW Investment Management LLC $5,387,779 70,309 2.04% 株式数
IRON Financial LLC $5,045,344 65,840 1.91% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $5,018,240 65,487 1.90% 株式数
MASTER'S WEALTH MANAGEMENT INC. $4,727,228 61,689 1.79% 株式数
Rialto Wealth Management, LLC $4,693,741 61,252 1.78% 株式数
JONES FINANCIAL COMPANIES LLLP $3,866,446 50,496 1.46% 株式数
Belpointe Asset Management LLC $3,863,813 50,421 1.46% 株式数
Alliance Private Wealth, LLC $3,486,757 45,501 1.32% 株式数
TD Capital Management LLC $3,331,340 43,473 1.26% 株式数
Bank of New York Mellon Corp $3,197,334 41,724 1.21% 株式数
Topsail Wealth Management, LLC $3,129,820 40,843 1.18% 株式数
GSG Advisors LLC $3,003,896 39,200 1.14% 株式数
Professional Financial Advisors, LLC $2,931,504 38,255 1.11% 株式数
Timmons Wealth Management, LLC $2,884,047 37,636 1.09% 株式数
LPL Financial LLC $2,874,507 37,512 1.09% 株式数
Dakota Wealth Management $2,749,102 35,875 1.04% 株式数
GREAT VALLEY ADVISOR GROUP, INC. $2,517,944 32,858 0.95% 株式数
Bedel Financial Consulting, Inc. $2,341,813 30,560 0.89% 株式数
Stonebridge Financial Group, LLC $2,220,465 29,853 0.84% 株式数
JPMORGAN CHASE & CO $2,189,263 28,573 0.83% 株式数
Aprio Wealth Management, LLC $2,143,341 27,970 0.81% 株式数
MBM WEALTH CONSULTANTS, LLC $2,114,528 27,594 0.80% 株式数
Harbor Group, Inc. $1,984,618 25,899 0.75% 株式数
Verum Partners LLC $1,770,291 23,102 0.67% 株式数
Lindenwold Advisors $1,769,853 23,075 0.67% 株式数
Burton Enright Welch $1,638,870 21,387 0.62% 株式数
Karpus Management, Inc. $1,609,230 21,000 0.61% 株式数
Financial Engines Advisors L.L.C. $1,525,397 19,906 0.58% 株式数
HighTower Advisors, LLC $1,452,828 18,959 0.55% 株式数
CRA Financial Services, LLC $1,378,420 17,988 0.52% 株式数
Essex Financial Services, Inc. $1,350,374 17,622 0.51% 株式数
Baker Ellis Asset Management LLC $1,256,732 16,400 0.48% 株式数
Integrated Wealth Concepts LLC $1,227,292 16,016 0.46% 株式数
NEUBERGER BERMAN GROUP LLC $1,219,183 15,910 0.46% 株式数
TCI Wealth Advisors, Inc. $1,181,635 15,420 0.45% 株式数
&PARTNERS $1,101,710 14,377 0.42% 株式数
MFA Wealth Services $1,079,092 14,082 0.41% 株式数
Wedmont Private Capital $1,004,939 13,156 0.38% 株式数
Composition Wealth, LLC $1,004,313 13,106 0.38% 株式数
JANE STREET GROUP, LLC $888,831 11,599 0.34% 株式数
Signal Advisors Wealth, LLC $855,574 11,165 0.32% 株式数
Kelman-Lazarov, Inc. $809,976 10,570 0.31% 株式数
PARSONS CAPITAL MANAGEMENT INC/RI $786,378 10,262 0.30% 株式数
Quantum Financial Planning Services, Inc. $782,449 10,211 0.30% 株式数
Cascade Wealth Advisors, Inc $772,287 10,140 0.29% 株式数
Prospera Capital Management, LLC $714,570 9,342 0.27% 株式数
VSM Wealth Advisory, LLC $708,018 6,989 0.27% 株式数
Breakwater Capital Group $679,248 8,864 0.26% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657,522 8,608 0.25% 株式数
CFS Investment Advisory Services, LLC $647,065 8,463 0.24% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643,385 8,396 0.24% 株式数
New England Private Wealth Advisors LLC $637,384 8,393 0.24% 株式数
Donalies Financial Planning, LLC $637,102 8,314 0.24% 株式数
Equitable Holdings, Inc. $558,215 7,285 0.21% 株式数
Bryn Mawr Trust Advisors, LLC $553,410 7,222 0.21% 株式数
Gutierrez Wealth Advisory, LLC $512,174 6,684 0.19% 株式数
Conservest Capital Advisors, Inc. $504,839 6,588 0.19% 株式数
Forum Financial Management, LP $503,227 6,567 0.19% 株式数
Corient Private Wealth LP $500,933 6,537 0.19% 株式数
L. Roy Papp & Associates, LLP $499,628 6,520 0.19% 株式数
OakTrust Wealth Advisors, LLC $498,760 6,509 0.19% 株式数
Soltis Investment Advisors LLC $488,173 6,371 0.18% 株式数
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466,830 6,092 0.18% 株式数
Waverly Advisors, LLC $448,286 5,850 0.17% 株式数
EverSource Wealth Advisors, LLC $438,477 5,722 0.17% 株式数
N.E.W. Advisory Services LLC $419,140 5,470 0.16% 株式数
Sugar Maple Asset Management, LLC $411,298 5,367 0.16% 株式数
Worth Asset Management, LLC $353,571 4,614 0.13% 株式数
Strategic Financial Concepts, LLC $351,530 4,587 0.13% 株式数
Financial Planning Hawaii, Inc. $347,984 4,541 0.13% 株式数
Ascent Group, LLC $315,869 4,122 0.12% 株式数
Stratos Wealth Partners, LTD. $309,202 4,034 0.12% 株式数
Kestra Advisory Services, LLC $301,314 3,932 0.11% 株式数
Advyzon Investment Management, LLC $292,336 3,815 0.11% 株式数
Cherry Tree Wealth Management, LLC $277,478 3,621 0.10% 株式数
Beacon Pointe Advisors, LLC $275,902 3,600 0.10% 株式数
Foundry Financial LLC $236,174 3,082 0.09% 株式数
TAGStone Capital, Inc. $234,948 3,066 0.09% 株式数
Summit Wealth Partners, LLC $231,346 3,019 0.09% 株式数
Kropog Financial Group, LLC $224,474 2,929 0.08% 株式数
Advisory Services Network, LLC $219,622 2,866 0.08% 株式数
CARDIFF PARK ADVISORS, LLC $218,396 2,850 0.08% 株式数
Elequin Capital, LP $210,426 2,746 0.08% 株式数
Bill Few Associates, Inc. $209,200 2,730 0.08% 株式数
Elmwood Wealth Management, Inc. $207,201 2,704 0.08% 株式数
Graney & King, LLC $202,585 2,644 0.08% 株式数
Snowden Capital Advisors LLC $200,541 2,617 0.08% 株式数
ENVESTNET ASSET MANAGEMENT INC $200,302 2,614 0.08% 株式数
Farther Finance Advisors, LLC $182,119 2,377 0.07% 株式数
ROYAL BANK OF CANADA $151,000 1,976 0.06% 株式数
Burk Holdings LLC $150,042 1,958 0.06% 株式数
1015 Capital Partners, LLC $140,310 1,831 0.05% 株式数
AE Wealth Management LLC $128,662 1,679 0.05% 株式数
Steward Partners Investment Advisory, LLC $79,235 1,034 0.03% 株式数
Trust Co $57,902 759 0.02% 株式数
Tower Research Capital LLC (TRC) $34,100 445 0.01% 株式数
OSAIC HOLDINGS, INC. $23,285 303 0.01% 株式数
LANARK FINANCIAL, INC. $22,069 288 0.01% 株式数
Opus Capital Group, LLC $11,411 148,913 0.00% 株式数
Medallion Wealth Advisors, LLC $6,820 89 0.00% 株式数
Platt Wealth Management LLC $2,815 36,742 0.00% 株式数
BOSTON FAMILY OFFICE LLC $1,570 20,487 0.00% 株式数
NATIXIS ADVISORS, LLC $1,011 13,198 0.00% 株式数
PEAPACK GLADSTONE FINANCIAL CORP $743 9,700 0.00% 株式数
Janney Montgomery Scott LLC $536 7,000 0.00% 株式数
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6,030 0.00% 株式数
Betterment LLC $393 5,125 0.00% 株式数
Cambridge Investment Research Advisors, Inc. $249 3,247 0.00% 株式数
WELLS FARGO & COMPANY/MN $55 1 0.00% 株式数
HAZLETT, BURT & WATSON, INC. $11 150 0.00% 株式数