ADX — 기관 투자자 (13F)

229개의 제출자 · $489.8M 전체 · 기준일 2026년 9월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
LAZARD ASSET MANAGEMENT LLC $81,973,470 3,208,355 16.73% 주식
RAYMOND JAMES FINANCIAL INC $33,689,834 1,318,584 6.88% 주식
Bensler, LLC $28,861,439 1,129,607 5.89% 주식
LPL Financial LLC $25,984,281 1,016,997 5.30% 주식
ROYAL BANK OF CANADA $24,352,000 953,099 4.97% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21,625,466 846,398 4.41% 주식
MORGAN STANLEY $19,641,415 768,743 4.01% 주식
STIFEL FINANCIAL CORP $10,560,394 413,322 2.16% 주식
Advisors Asset Management, Inc. $9,028,595 387,161 1.84% 주식
Waterfront Wealth Inc. $9,019,029 345,424 1.84% 주식
ARQ WEALTH ADVISORS, LLC $8,830,839 334,882 1.80% 주식
BANK OF AMERICA CORP /DE/ $8,187,848 320,464 1.67% 주식
WELLS FARGO & COMPANY/MN $7,538,464 295,048 1.54% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7,295,277 279,405 1.49% 주식
INTREPID FAMILY OFFICE LLC $7,108,674 278,226 1.45% 주식
AMERIPRISE FINANCIAL INC $6,956,727 272,279 1.42% 주식
GatePass Capital, LLC $6,006,422 235,085 1.23% 주식
MAI Capital Management $5,658,534 221,469 1.16% 주식
RB Capital Management, LLC $5,398,780 211,303 1.10% 주식
OSAIC HOLDINGS, INC. $5,141,454 201,219 1.05% 주식
FCA CORP /TX $5,116,527 200,255 1.04% 주식
JONES FINANCIAL COMPANIES LLLP $4,957,936 197,843 1.01% 주식
UMB Bank, n.a. $4,918,784 192,516 1.00% 주식
Uncommon Cents Investing LLC $4,631,451 181,270 0.95% 주식
ROBERTS GLORE & CO INC /IL/ $4,108,696 160,810 0.84% 주식
Cetera Investment Advisers $3,838,704 150,243 0.78% 주식
D.A. DAVIDSON & CO. $3,737,178 146,269 0.76% 주식
1607 Capital Partners, LLC $3,662,311 143,339 0.75% 주식
GENERAL AMERICAN INVESTORS CO INC $3,350,218 131,124 0.68% 주식
INDEPENDENT FINANCIAL GROUP, LLC $3,299,936 129,156 0.67% 주식
UBS Group AG $3,296,614 129,026 0.67% 주식
Integrated Wealth Concepts LLC $3,261,612 127,656 0.67% 주식
Priebe Wealth Holdings LLC $3,242,671 149,363 0.66% 주식
Focus Partners Wealth $2,542,784 99,522 0.52% 주식
Providence Wealth Advisors, LLC $2,541,113 98,953 0.52% 주식
GUGGENHEIM CAPITAL LLC $2,346,256 91,830 0.48% 주식
Concurrent Investment Advisors, LLC $2,206,344 86,354 0.45% 주식
Advisory Advocates, LLC $2,184,729 85,508 0.45% 주식
PMG Family Office LLC $2,148,857 84,104 0.44% 주식
Westbourne Investment Advisors, Inc. $2,141,090 83,800 0.44% 주식
Atlas Wealth LLC $2,103,813 82,341 0.43% 주식
Walsh & Associates, LLC $2,038,660 79,791 0.42% 주식
EVOLVE PRIVATE WEALTH, LLC $2,018,322 78,995 0.41% 주식
COMMONWEALTH EQUITY SERVICES, LLC $1,967,763 77,016 0.40% 주식
Waverly Advisors, LLC $1,742,171 68,187 0.36% 주식
Invesco Ltd. $1,716,602 67,186 0.35% 주식
MERCER GLOBAL ADVISORS INC /ADV $1,685,020 65,950 0.34% 주식
DIVERSIFIED TRUST CO $1,669,718 65,351 0.34% 주식
Samalin Investment Counsel, LLC $1,663,438 65,105 0.34% 주식
HighTower Advisors, LLC $1,633,399 63,930 0.33% 주식
MEANS INVESTMENT CO., INC. $1,597,769 62,535 0.33% 주식
Koshinski Asset Management, Inc. $1,581,772 61,909 0.32% 주식
Steward Partners Investment Advisory, LLC $1,573,084 61,569 0.32% 주식
Wealthspire Advisors, LLC $1,347,209 52,729 0.28% 주식
Mariner, LLC $1,319,139 51,629 0.27% 주식
WEST BANCORPORATION INC $1,264,470 49,490 0.26% 주식
Private Advisor Group, LLC $1,262,919 49,429 0.26% 주식
Lido Advisors, LLC $1,221,525 47,809 0.25% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,220,016 47,750 0.25% 주식
Capital Investment Advisors, LLC $1,216,844 47,626 0.25% 주식
Savant Capital, LLC $1,199,573 46,950 0.24% 주식
JPMORGAN CHASE & CO $1,198,976 47,241 0.24% 주식
LexAurum Advisors, LLC $1,185,086 46,383 0.24% 주식
MassMutual Private Wealth & Trust, FSB $1,148,115 44,936 0.23% 주식
Midwest Trust Co $1,148,115 44,936 0.23% 주식
Capstone Financial Advisors, Inc. $1,109,495 43,424 0.23% 주식
Avior Wealth Management, LLC $1,028,732 40,263 0.21% 주식
OPPENHEIMER & CO INC $1,025,092 40,121 0.21% 주식
Ancora Advisors LLC $1,023,175 40,046 0.21% 주식
Concorde Asset Management, LLC $1,013,236 39,657 0.21% 주식
RFG - Bristol Wealth Advisors, LLC $983,982 38,512 0.20% 주식
FIFTH THIRD BANCORP $941,102 36,834 0.19% 주식
UHLMANN PRICE SECURITIES, LLC $887,189 34,722 0.18% 주식
Prostatis Group LLC $886,271 34,688 0.18% 주식
Merit Financial Group, LLC $873,859 34,202 0.18% 주식
MML INVESTORS SERVICES, LLC $870,910 34,087 0.18% 주식
NewEdge Advisors, LLC $858,658 33,607 0.18% 주식
Joel Isaacson & Co., LLC $855,644 33,489 0.17% 주식
Cerity Partners LLC $824,896 32,286 0.17% 주식
Peak Asset Management, LLC $822,710 32,200 0.17% 주식
Kovack Advisors, Inc. $817,179 31,969 0.17% 주식
Navis Wealth Advisors, LLC $790,645 30,945 0.16% 주식
XTX Topco Ltd $778,176 30,457 0.16% 주식
Creative Planning $743,082 29,083 0.15% 주식
Quad-Cities Investment Group, LLC $741,783 29,033 0.15% 주식
Cannon Advisors, Inc. $741,677 28,406 0.15% 주식
Blue Trust, Inc. $727,503 28,474 0.15% 주식
Farmers National Bank $695,829 27,234 0.14% 주식
Turtle Creek Wealth Advisors, LLC $663,687 25,976 0.14% 주식
Corient Private Wealth LP $647,025 25,324 0.13% 주식
LEE DANNER & BASS INC $638,750 25,000 0.13% 주식
J.W. COLE ADVISORS, INC. $620,813 24,298 0.13% 주식
HARBOUR INVESTMENTS, INC. $601,932 23,559 0.12% 주식
Uniting Wealth Partners, LLC $592,556 23,192 0.12% 주식
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $573,546 22,448 0.12% 주식
EP Wealth Advisors, LLC $570,311 22,321 0.12% 주식
Savvy Advisors, Inc. $564,757 22,104 0.12% 주식
KING LUTHER CAPITAL MANAGEMENT CORP $561,129 21,962 0.11% 주식
AQR CAPITAL MANAGEMENT LLC $556,066 21,764 0.11% 주식
Atria Wealth Solutions, Inc. $537,551 24,707 0.11% 주식
Mezzasalma Advisors, LLC $536,535 20,999 0.11% 주식
Stratos Wealth Partners, LTD. $530,373 20,758 0.11% 주식
RETIREMENT PLANNING GROUP, LLC / NY $518,793 20,305 0.11% 주식
World Investment Advisors $506,511 22,657 0.10% 주식
KINGSWOOD WEALTH ADVISORS, LLC $493,447 19,313 0.10% 주식
Sage Capital Advisors,llc $478,302 18,720 0.10% 주식
Allegheny Financial Group $471,985 18,473 0.10% 주식
PNC Financial Services Group, Inc. $467,259 18,288 0.10% 주식
WESBANCO BANK INC $454,101 17,773 0.09% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $441,774 17,291 0.09% 주식
MinichMacGregor Wealth Management, LLC $438,677 17,169 0.09% 주식
CAPTRUST FINANCIAL ADVISORS $438,605 17,167 0.09% 주식
Capital Market Strategies LLC $436,593 20,110 0.09% 주식
MCDONALD PARTNERS LLC $436,373 17,079 0.09% 주식
Intrua Financial, LLC $433,933 16,984 0.09% 주식
REGIONS FINANCIAL CORP $414,344 16,217 0.08% 주식
Carnick & Kubik Group, LLC $409,743 21,577 0.08% 주식
Pathstone Holdings, LLC $391,911 15,339 0.08% 주식
NewEdge Wealth, LLC $378,472 14,813 0.08% 주식
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $371,497 14,540 0.08% 주식
K2 PRINCIPAL FUND, L.P. $370,986 14,520 0.08% 주식
Generation Capital Management LLC $353,326 13,829 0.07% 주식
SMH CAPITAL ADVISORS INC $339,355 13,282 0.07% 주식
Brookstone Capital Management $336,680 13,177 0.07% 주식
Closed-End Fund Advisors, Inc. $331,240 12,964 0.07% 주식
MSH Capital Advisors LLC $330,670 12,942 0.07% 주식
&PARTNERS $327,042 12,800 0.07% 주식
Kestra Advisory Services, LLC $326,270 12,770 0.07% 주식
FOUNDERS CAPITAL MANAGEMENT, LLC $316,099 12,372 0.06% 주식
CITADEL ADVISORS LLC $306,115 11,981 0.06% 주식
BANK OF MONTREAL /CAN/ $303,687 11,886 0.06% 주식
CHOREO, LLC $303,488 11,878 0.06% 주식
Hamrick Investment Counsel, llc $297,684 11,651 0.06% 주식
Harbour Wealth Management Group, Inc. $295,997 11,585 0.06% 주식
Laird Norton Wetherby Wealth Management, LLC $294,426 13,203 0.06% 주식
TRUIST FINANCIAL CORP $294,336 11,520 0.06% 주식
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $291,347 11,403 0.06% 주식
Abel Hall, LLC $286,160 11,200 0.06% 주식
Bryn Mawr Trust Advisors, LLC $282,379 11,052 0.06% 주식
Equitable Holdings, Inc. $278,284 10,892 0.06% 주식
Snowden Capital Advisors LLC $276,604 10,826 0.06% 주식
SILVERLAKE WEALTH MANAGEMENT LLC $276,477 10,821 0.06% 주식
Sterling Manor Financial, LLC $275,770 12,598 0.06% 주식
Blue Chip Partners, LLC $274,517 10,744 0.06% 주식
Benchmark Financial Wealth Advisors, LLC $266,831 10,444 0.05% 주식
CWM, LLC $266,225 12,162 0.05% 주식
Bernicke Wealth Management, Ltd. $265,947 10,409 0.05% 주식
VISTA INVESTMENT PARTNERS II, LLC $265,567 10,394 0.05% 주식
CRA Financial Services, LLC $255,500 10,000 0.05% 주식
Post Resch Tallon Group Inc. $253,490 9,921 0.05% 주식
Sequoia Financial Advisors, LLC $250,876 9,819 0.05% 주식
Valmark Advisers, Inc. $250,313 9,797 0.05% 주식
StoneX Group Inc. $248,445 9,724 0.05% 주식
ENVESTNET ASSET MANAGEMENT INC $242,827 9,504 0.05% 주식
Vantage Financial Partners, LLC $240,961 10,333 0.05% 주식
Pinion Investment Advisors, LLC $239,967 9,392 0.05% 주식
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $237,027 9,277 0.05% 주식
GoalVest Advisory LLC $234,086 9,119 0.05% 주식
Dana Investment Advisors, Inc. $233,945 9,156 0.05% 주식
Tradewinds Capital Management, LLC $226,787 8,876 0.05% 주식
Allworth Financial LP $214,743 8,405 0.04% 주식
Modern Wealth Management, LLC $213,086 8,340 0.04% 주식
Confluence Wealth Services, Inc. $212,901 8,333 0.04% 주식
IFP Advisors, Inc $208,360 8,155 0.04% 주식
Hudock, Inc. $206,981 8,101 0.04% 주식
Strategic Family Wealth Counselors, L.L.C. $206,734 8,091 0.04% 주식
US BANCORP \DE\ $205,652 8,049 0.04% 주식
Lakeridge Wealth Management LLC $204,486 8,003 0.04% 주식
Kingsview Wealth Management, LLC $201,820 7,899 0.04% 주식
CIBC Private Wealth Group LLC $199,741 8,957 0.04% 주식
FINANCIAL CONSULATE, INC $199,506 7,808 0.04% 주식
Sunbelt Securities, Inc. $170,742 7,800 0.03% 주식
Glen Eagle Advisors, LLC $158,339 6,197 0.03% 주식
First Command Advisory Services, Inc. $112,931 4,420 0.02% 주식
FIRST COMMUNITY TRUST NA $102,445 4,680 0.02% 주식
PRIVATE TRUST CO NA $101,462 3,971 0.02% 주식
Rockefeller Capital Management L.P. $83,800 3,279 0.02% 주식
COMERICA BANK $82,481 3,537 0.02% 주식
LRI Investments, LLC $80,942 3,168 0.02% 주식
Buck Wealth Strategies, LLC $77,571 3,036 0.02% 주식
SECURITY NATIONAL BANK OF SO DAK $68,653 2,687 0.01% 주식
BAYBAN $62,189 2,434 0.01% 주식
ASSETMARK, INC $52,122 2,040 0.01% 주식
Archer Investment Corp $48,264 1,889 0.01% 주식
JPL Wealth Management, LLC $37,610 1,472 0.01% 주식
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $36,926 1,445 0.01% 주식
SIGNATUREFD, LLC $36,792 1,440 0.01% 주식
ROTHSCHILD INVESTMENT LLC $36,204 1,417 0.01% 주식
Farther Finance Advisors, LLC $35,532 1,400 0.01% 주식
TRUST CO OF VERMONT $30,737 1,203 0.01% 주식
Atlantic Union Bankshares Corp $30,022 1,175 0.01% 주식
Institute for Wealth Management, LLC. $28,586 1,119 0.01% 주식
Westfuller Advisors, LLC $28,460 1,276 0.01% 주식
COHEN & STEERS, INC. $28,147 1,101,635 0.01% 주식
ATWOOD & PALMER INC $27,007 1,057 0.01% 주식
Millstone Evans Group, LLC $26,470 1,036 0.01% 주식
Arax Advisory Partners $24,784 970 0.01% 주식
BlackRock, Inc. $24,605 963 0.01% 주식
Caldwell Trust Co $24,605 963 0.01% 주식
Larson Financial Group LLC $22,632 886 0.00% 주식
Sandy Spring Bank $18,516 975 0.00% 주식
Napier Financial, LLC $17,093 669 0.00% 주식
Dunhill Financial, LLC $16,470 644 0.00% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $16,469 645 0.00% 주식
Bangor Savings Bank $16,173 633 0.00% 주식
Kathleen S. Wright Associates Inc. $14,830 665 0.00% 주식
MATHER GROUP, LLC. $13,585 532 0.00% 주식
ARMSTRONG ADVISORY GROUP, INC $12,775 500 0.00% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11,908 544 0.00% 주식
Basepoint Wealth LLC $9,377 367 0.00% 주식
Thomas J. Herzfeld Advisors, Inc. $8,169 320 0.00% 주식
Hilltop National Bank $8,099 317 0.00% 주식
SRH ADVISORS, LLC $7,997 313 0.00% 주식
Spectrum Wealth Advisory Group, LLC $6,477 253 0.00% 주식
CoreCap Advisors, LLC $5,595 219 0.00% 주식
Morton Brown Family Wealth, LLC $4,957 194 0.00% 주식
MARYLAND CAPITAL ADVISORS INC. $4,472 175 0.00% 주식
Stolper Co $2,749 107,587 0.00% 주식
WHITTIER TRUST CO $2,699 105 0.00% 주식
Russell Investments Group, Ltd. $1,635 64 0.00% 주식
DELTA CAPITAL MANAGEMENT LLC $1,630 63,801 0.00% 주식
Janney Montgomery Scott LLC $1,456 56,980 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,153 45,131 0.00% 주식
Global Retirement Partners, LLC $511 20 0.00% 주식
PARK AVENUE SECURITIES LLC $410 16,028 0.00% 주식
BESSEMER GROUP INC $295 11,530 0.00% 주식
CITIGROUP INC $128 5 0.00% 주식
HUNTINGTON NATIONAL BANK $26 1 0.00% 주식
WPG Advisers, LLC $26 1 0.00% 주식