BALI — 기관 투자자 (13F)

192개의 제출자 · $985.7M 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
ENVESTNET ASSET MANAGEMENT INC $115,501,052 3,414,161 11.72% 주식
LPL Financial LLC $99,510,845 2,941,497 10.10% 주식
AMERIPRISE FINANCIAL INC $69,029,321 2,040,344 7.00% 주식
FMR LLC $61,508,994 1,818,179 6.24% 주식
BANK OF AMERICA CORP /DE/ $60,614,308 1,791,732 6.15% 주식
Cetera Investment Advisers $41,539,391 1,227,887 4.21% 주식
WELLS FARGO & COMPANY/MN $35,831,811 1,059,173 3.64% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,560,144 1,021,583 3.51% 주식
FUKOKU MUTUAL LIFE INSURANCE Co $24,932,710 737,000 2.53% 주식
EWG Elevate Inc. $23,355,646 735,843 2.37% 주식
Avior Wealth Management, LLC $22,946,547 665,889 2.33% 주식
OSAIC HOLDINGS, INC. $21,309,357 629,891 2.16% 주식
COMMONWEALTH EQUITY SERVICES, LLC $20,681,881 611,347 2.10% 주식
JPMORGAN CHASE & CO $20,622,909 613,047 2.09% 주식
Envestnet Portfolio Solutions, Inc. $19,235,163 568,583 1.95% 주식
MORGAN STANLEY $19,010,770 561,949 1.93% 주식
Vestmark Advisory Solutions, Inc. $17,737,441 524,311 1.80% 주식
ASSETMARK, INC $14,239,357 413,214 1.44% 주식
Patriot Financial Group Insurance Agency, LLC $11,612,088 336,973 1.18% 주식
RAYMOND JAMES FINANCIAL INC $11,255,985 332,722 1.14% 주식
MML INVESTORS SERVICES, LLC $10,727,060 317,087 1.09% 주식
Decker Wealth Management LLC $10,437,383 302,884 1.06% 주식
Arax Advisory Partners $10,270,857 303,602 1.04% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $9,823,933 283,192 1.00% 주식
Diversify Advisory Services, LLC $9,823,933 283,192 1.00% 주식
Equitable Holdings, Inc. $8,192,726 242,173 0.83% 주식
U.S. Capital Wealth Advisors, LLC $8,077,133 262,159 0.82% 주식
SOUTHERN CAPITAL SERVICES INC /ADV $7,548,730 219,058 0.77% 주식
Next Level Private LLC $7,020,436 203,727 0.71% 주식
Cornerstone Wealth Group, LLC $6,112,071 180,670 0.62% 주식
JB Capital LLC $6,078,667 176,398 0.62% 주식
PARK AVENUE SECURITIES LLC $5,927,000 171,988 0.60% 주식
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $5,399,919 156,701 0.55% 주식
Sanctuary Advisors, LLC $5,312,057 157,022 0.54% 주식
Keeler Thomas Management LLC $4,131,266 122,118 0.42% 주식
INDEPENDENT FINANCIAL GROUP, LLC $3,962,565 114,990 0.40% 주식
CreativeOne Wealth, LLC $3,730,558 110,274 0.38% 주식
Semus Wealth Partners LLC $3,695,500 107,240 0.37% 주식
HighTower Advisors, LLC $3,592,315 106,187 0.36% 주식
Triad Wealth Partners, LLC $3,586,314 104,072 0.36% 주식
United Advisor Group, LLC $3,571,640 105,576 0.36% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,248,791 105,446 0.33% 주식
BEACON FINANCIAL GROUP $2,958,480 85,853 0.30% 주식
FIDUCIARY FINANCIAL ADVISORS $2,759,928 81,581 0.28% 주식
DRIVE WEALTH MANAGEMENT, LLC $2,730,547 80,714 0.28% 주식
Flagship Private Wealth, LLC $2,626,470 77,637 0.27% 주식
Kelly Financial Services LLC $2,597,783 75,385 0.26% 주식
ROYAL BANK OF CANADA $2,587,000 76,465 0.26% 주식
3EDGE Asset Management, LP $2,506,668 74,096 0.25% 주식
Private Advisor Group, LLC $2,378,961 70,321 0.24% 주식
Founders Financial Alliance, LLC $2,365,022 69,909 0.24% 주식
ARWA LLC $2,227,849 63,890 0.23% 주식
ShoreHaven Wealth Partners, LLC $2,189,682 63,543 0.22% 주식
Orion Porfolio Solutions, LLC $2,184,710 64,579 0.22% 주식
Cerity Partners LLC $2,097,651 62,004 0.21% 주식
Integrated Wealth Concepts LLC $1,922,898 56,840 0.20% 주식
Sequoia Financial Advisors, LLC $1,896,984 56,074 0.19% 주식
FIRST HORIZON CORP $1,879,965 54,555 0.19% 주식
Gotham Asset Management, LLC $1,821,340 53,838 0.18% 주식
Sovran Advisors, LLC $1,800,989 53,394 0.18% 주식
BETO FINANCIAL GROUP, LLC $1,679,615 49,855 0.17% 주식
Detalus Advisors, LLC $1,630,027 47,302 0.17% 주식
Apollon Wealth Management, LLC $1,592,967 46,227 0.16% 주식
Confluence Wealth Services, Inc. $1,579,119 46,679 0.16% 주식
Invst, LLC $1,522,244 44,997 0.15% 주식
Stratos Wealth Partners, LTD. $1,502,174 44,403 0.15% 주식
Quadrant Private Wealth Management, LLC $1,430,299 42,279 0.15% 주식
RDA Financial Network $1,374,885 39,898 0.14% 주식
SHEETS SMITH WEALTH MANAGEMENT $1,361,665 39,514 0.14% 주식
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $1,344,768 39,425 0.14% 주식
Integrated Advisors Network LLC $1,326,741 38,501 0.13% 주식
Embree Financial Group $1,305,990 37,899 0.13% 주식
Simplicity Wealth,LLC $1,246,625 36,176 0.13% 주식
NewEdge Advisors, LLC $1,030,304 30,456 0.10% 주식
BlackRock, Inc. $1,028,703 30,408 0.10% 주식
GTS SECURITIES LLC $935,027 27,639 0.09% 주식
Snowden Capital Advisors LLC $931,230 27,527 0.09% 주식
Synergy Investment Management, LLC $921,463 27,238 0.09% 주식
Skyline Advisors, Inc. $897,986 26,544 0.09% 주식
Avantra Family Wealth, Inc. $885,385 25,693 0.09% 주식
Gladstone Institutional Advisory LLC $864,693 25,560 0.09% 주식
SigFig Wealth Management, LLC $738,409 21,428 0.07% 주식
OpenArc Corporate Advisory, LLC $738,306 21,425 0.07% 주식
NorthRock Partners, LLC $717,636 21,213 0.07% 주식
PMG Family Office LLC $717,285 20,815 0.07% 주식
Dynasty Wealth Management, LLC $698,360 20,643 0.07% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686,580 20,295 0.07% 주식
Transamerica Financial Advisors, LLC $685,437 20,261 0.07% 주식
V2 Financial group LLC $674,668 19,943 0.07% 주식
EHRLICH FINANCIAL GROUP $673,555 19,546 0.07% 주식
OneDigital Investment Advisors LLC $657,715 19,442 0.07% 주식
Sunbelt Securities, Inc. $642,276 20,846 0.07% 주식
Perennial Investment Advisors, LLC $628,417 18,576 0.06% 주식
Clarity Wealth Advisors, LLC $609,942 17,700 0.06% 주식
Kingsview Wealth Management, LLC $601,231 17,772 0.06% 주식
GeoWealth Management, LLC $593,997 17,559 0.06% 주식
Mariner, LLC $586,172 17,327 0.06% 주식
MGO ONE SEVEN LLC $554,893 16,402 0.06% 주식
Security Financial Services, INC. $537,254 15,881 0.05% 주식
Summit X, LLC $534,853 17,763 0.05% 주식
HARBOUR INVESTMENTS, INC. $525,414 15,531 0.05% 주식
Per Stirling Capital Management, LLC. $509,006 15,046 0.05% 주식
Atria Wealth Solutions, Inc. $508,829 16,899 0.05% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $508,752 15,027 0.05% 주식
Summit Financial, LLC $504,066 14,900 0.05% 주식
Creative Planning $502,697 14,860 0.05% 주식
Arkadios Wealth Advisors $492,622 14,561 0.05% 주식
High Net Worth Advisory Group LLC $455,734 13,225 0.05% 주식
Two West Capital Advisors LLC $455,397 13,223 0.05% 주식
Strategic Blueprint, LLC $450,875 13,084 0.05% 주식
Wealth Quarterback LLC $446,977 12,971 0.05% 주식
Fortis Advisors, LLC $443,442 13,108 0.04% 주식
J.W. COLE ADVISORS, INC. $436,958 12,916 0.04% 주식
Edge Financial Advisors LLC $431,086 13,608 0.04% 주식
Onyx Bridge Wealth Group LLC $426,035 12,363 0.04% 주식
Encompass More Asset Management $415,071 12,045 0.04% 주식
Orion Portfolio Solutions, LLC $414,835 14,409 0.04% 주식
Ausdal Financial Partners, Inc. $413,234 12,215 0.04% 주식
Atlas Private Wealth Advisors $413,144 11,989 0.04% 주식
World Investment Advisors $394,614 12,207 0.04% 주식
SAGESPRING WEALTH PARTNERS, LLC $381,059 11,058 0.04% 주식
Vision Retirement, LLC $376,214 11,121 0.04% 주식
WEALTH ALLIANCE, LLC $373,063 11,028 0.04% 주식
Concurrent Investment Advisors, LLC $367,697 10,670 0.04% 주식
Icon Wealth Advisors, LLC $357,008 10,553 0.04% 주식
LifeGoal Investments, LLC $345,780 10,034 0.04% 주식
VALICENTI ADVISORY SERVICES INC $328,000 9,522 0.03% 주식
Advyzon Investment Management, LLC $321,486 9,503 0.03% 주식
LOCKERMAN FINANCIAL GROUP, INC. $319,789 9,280 0.03% 주식
UNIQUE WEALTH, LLC $315,998 9,170 0.03% 주식
SeaCrest Wealth Management, LLC $304,489 8,836 0.03% 주식
Krasney Financial LLC $289,157 9,385 0.03% 주식
West Wealth Group, LLC $284,519 8,256 0.03% 주식
Collaborative Wealth Managment Inc. $280,789 8,300 0.03% 주식
IFG Advisory, LLC $279,845 8,272 0.03% 주식
TRUIST FINANCIAL CORP $279,639 8,266 0.03% 주식
Apollon Financial, LLC $275,680 8,000 0.03% 주식
Calamos Wealth Management LLC $271,993 8,040 0.03% 주식
Madison Wealth Partners, Inc $271,926 8,038 0.03% 주식
SILVERLAKE WEALTH MANAGEMENT LLC $268,409 7,789 0.03% 주식
ELEVATION POINT WEALTH PARTNERS, LLC $265,092 7,836 0.03% 주식
Tennessee Valley Asset Management Partners $261,805 7,739 0.03% 주식
Visionary Horizons, LLC $244,378 7,091 0.02% 주식
Transcendent Capital Group LLC $237,194 7,011 0.02% 주식
WETZEL INVESTMENT ADVISORS, INC. $231,020 6,704 0.02% 주식
Redhawk Wealth Advisors, Inc. $229,014 6,646 0.02% 주식
ASHTON THOMAS SECURITIES, LLC $223,990 6,500 0.02% 주식
WILLNER & HELLER, LLC $216,414 6,397 0.02% 주식
Gateway Wealth Partners, LLC $212,366 6,277 0.02% 주식
Oregon Pacific Wealth Management, LLC $202,969 5,890 0.02% 주식
FIFTH THIRD BANCORP $202,811 5,995 0.02% 주식
Wealthcare Advisory Partners LLC $201,332 5,842 0.02% 주식
Estate Counselors, LLC $200,037 5,913 0.02% 주식
Harborfront Financial Group LLC $184,585 5,456 0.02% 주식
Farther Finance Advisors, LLC $173,162 5,025 0.02% 주식
IAG Wealth Partners, LLC $162,249 4,796 0.02% 주식
Spire Wealth Management $136,937 4,048 0.01% 주식
SHP Wealth Management $131,167 3,877 0.01% 주식
COMERICA BANK $125,263 3,954 0.01% 주식
Global Retirement Partners, LLC $104,805 3,098 0.01% 주식
BANK OF MONTREAL /CAN/ $90,479 2,675 0.01% 주식
Rockefeller Capital Management L.P. $82,545 2,440 0.01% 주식
IFP Advisors, Inc $74,709 2,168 0.01% 주식
Rossby Financial, LCC $67,085 1,983 0.01% 주식
Aptus Capital Advisors, LLC $60,826 1,798 0.01% 주식
AE Wealth Management LLC $55,409 1,638 0.01% 주식
Steward Partners Investment Advisory, LLC $48,884 1,445 0.00% 주식
US BANCORP \DE\ $37,484 1,108 0.00% 주식
FTB Advisors, Inc. $36,553 1,214 0.00% 주식
West Branch Capital LLC $34,840 1,011 0.00% 주식
PRIVATE TRUST CO NA $27,189 789 0.00% 주식
Qube Research & Technologies Ltd $27,165 803 0.00% 주식
Golden State Wealth Management, LLC $23,033 680 0.00% 주식
MCF Advisors LLC $11,232 332 0.00% 주식
Ashton Thomas Private Wealth, LLC $11,164 330 0.00% 주식
Granite Bay Wealth Management, LLC $10,514 310,798 0.00% 주식
Larson Financial Group LLC $10,149 300 0.00% 주식
Portfolio Resources Advisor Group, Inc. $9,683 281 0.00% 주식
Janney Montgomery Scott LLC $5,567 164,563 0.00% 주식
Signature Equity Partners, LLC $5,176 153 0.00% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $5,075 150 0.00% 주식
Silver Grove Financial Group, Inc. $5,007 148 0.00% 주식
CWM, LLC $3,728 121 0.00% 주식
Continuum Advisory, LLC $3,112 92 0.00% 주식
Meramec Financial Planners, LLC $3,099 92 0.00% 주식
Godfrey Financial Associates, Inc. $2,706 80 0.00% 주식
UBS Group AG $880 26 0.00% 주식
Cambridge Investment Research Advisors, Inc. $688 20,332 0.00% 주식
DHJJ Financial Advisors, Ltd. $345 10 0.00% 주식
Colonial Trust Co / SC $203 6 0.00% 주식
BESSEMER GROUP INC $52 1,528 0.00% 주식
HANTZ FINANCIAL SERVICES, INC. $1 17 0.00% 주식