BDVL — 기관 투자자 (13F)

102개의 제출자 · $2.0B 전체 · 기준일 2026년 6월 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 $892,924,976 34,369,707 45.06% 주식
LPL Financial LLC $357,761,963 13,770,668 18.06% 주식
MML INVESTORS SERVICES, LLC $192,337,964 7,403,309 9.71% 주식
WELLS FARGO & COMPANY/MN $137,217,190 5,281,647 6.93% 주식
JPMORGAN CHASE & CO $89,520,502 3,461,669 4.52% 주식
Cetera Investment Advisers $76,783,055 2,955,468 3.88% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53,479,544 2,058,489 2.70% 주식
Envestnet Portfolio Solutions, Inc. $22,154,913 852,768 1.12% 주식
WBH ADVISORY INC $20,857,776 802,839 1.05% 주식
Sequoia Financial Advisors, LLC $12,907,928 496,841 0.65% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,460,658 479,625 0.63% 주식
Waverly Advisors, LLC $10,100,553 388,782 0.51% 주식
NorthRock Partners, LLC $9,824,551 378,158 0.50% 주식
Sanctuary Advisors, LLC $9,491,053 365,322 0.48% 주식
World Investment Advisors $8,974,531 345,448 0.45% 주식
Invst, LLC $8,814,675 339,287 0.44% 주식
Beacon Bridge Wealth Partners, LLC $5,401,774 207,920 0.27% 주식
Regal Investment Advisors LLC $4,362,181 167,905 0.22% 주식
Integrated Wealth Concepts LLC $4,306,658 165,768 0.22% 주식
Legacy Wealth Managment, LLC/ID $3,662,285 140,966 0.18% 주식
SILVERLAKE WEALTH MANAGEMENT LLC $3,198,934 123,131 0.16% 주식
CITADEL ADVISORS LLC $2,168,187 83,456 0.11% 주식
OSAIC HOLDINGS, INC. $2,133,454 82,117 0.11% 주식
RDA Financial Network $2,076,401 79,923 0.10% 주식
Orion Porfolio Solutions, LLC $1,994,542 76,772 0.10% 주식
Transamerica Financial Advisors, LLC $1,861,360 71,645 0.09% 주식
Strategic Blueprint, LLC $1,852,030 71,287 0.09% 주식
COMMONWEALTH EQUITY SERVICES, LLC $1,660,400 63,911 0.08% 주식
B. Riley Wealth Advisors, Inc. $1,494,664 57,797 0.08% 주식
Claro Advisors Inc. $1,405,832 54,112 0.07% 주식
Milestone Asset Management Group, LLC $1,262,486 48,595 0.06% 주식
GeoWealth Management, LLC $1,259,813 48,490 0.06% 주식
LongView Wealth Management $1,245,931 47,957 0.06% 주식
Two West Capital Advisors LLC $1,238,242 47,957 0.06% 주식
Frisch Financial Group, Inc. $1,188,351 45,741 0.06% 주식
OneAscent Financial Services LLC $1,115,198 42,925 0.06% 주식
WEALTHGARDEN F.S. LLC $921,459 35,468 0.05% 주식
Aptus Capital Advisors, LLC $785,713 30,243 0.04% 주식
CPWA, LLC $777,456 29,925 0.04% 주식
BlackRock, Inc. $726,894 27,979 0.04% 주식
Legacy Edge Advisors, LLC $707,950 27,250 0.04% 주식
Advisory Services Network, LLC $706,152 27,181 0.04% 주식
Vise Technologies, Inc. $705,529 27,157 0.04% 주식
Fortis Advisors, LLC $688,941 26,518 0.03% 주식
MSH Capital Advisors LLC $683,727 26,317 0.03% 주식
WCG Wealth Advisors LLC $634,398 24,419 0.03% 주식
Private Advisor Group, LLC $592,285 22,798 0.03% 주식
Advisors Capital Management, LLC $585,667 22,543 0.03% 주식
Advyzon Investment Management, LLC $578,569 22,270 0.03% 주식
Merit Financial Group, LLC $575,279 22,143 0.03% 주식
Resurgent Financial Advisors LLC $560,700 21,582 0.03% 주식
Wealthspire Advisors, LLC $536,072 20,634 0.03% 주식
Vantus Wealth LLC $523,206 20,139 0.03% 주식
Aegis Wealth Management, Inc. $487,353 18,759 0.02% 주식
StoneX Group Inc. $486,353 18,714 0.02% 주식
Prospera Financial Services Inc $477,478 18,379 0.02% 주식
PRIVATE TRUST CO NA $463,769 17,851 0.02% 주식
Atria Investments, Inc $412,277 15,869 0.02% 주식
Financial Sense Advisors, Inc. $401,577 15,457 0.02% 주식
Vertex Planning Partners, LLC $401,339 15,448 0.02% 주식
Sunbelt Securities, Inc. $381,251 15,467 0.02% 주식
GTS SECURITIES LLC $348,418 13,411 0.02% 주식
Ausdal Financial Partners, Inc. $345,844 13,312 0.02% 주식
RESOLUTE WEALTH ADVISOR, INC. $330,163 13,394 0.02% 주식
Freedom Investment Management, Inc. $302,994 11,663 0.02% 주식
Magnus Financial Group LLC $299,718 11,536 0.02% 주식
AMERIPRISE FINANCIAL INC $274,089 10,550 0.01% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $268,425 10,332 0.01% 주식
FIFTH THIRD BANCORP $260,735 10,036 0.01% 주식
ONE WEALTH CAPITAL MANAGEMENT, LLC $259,289 9,980 0.01% 주식
Equitable Holdings, Inc. $251,381 9,676 0.01% 주식
Valmark Advisers, Inc. $234,414 9,023 0.01% 주식
FIDUCIARY FAMILY OFFICE, LLC $234,132 9,012 0.01% 주식
Elevated Financial Group LLC $225,911 8,696 0.01% 주식
IFG Advisory, LLC $223,893 8,618 0.01% 주식
PNC Financial Services Group, Inc. $219,965 8,467 0.01% 주식
Elevation Wealth Management LLC $218,440 8,408 0.01% 주식
J.W. COLE ADVISORS, INC. $211,236 8,131 0.01% 주식
RAYMOND JAMES FINANCIAL INC $209,580 8,067 0.01% 주식
UBS Group AG $184,718 7,110 0.01% 주식
Continuum Advisory, LLC $149,099 5,739 0.01% 주식
Smartleaf Asset Management LLC $131,940 5,101 0.01% 주식
Park Place Capital Corp $116,479 4,483 0.01% 주식
Global Retirement Partners, LLC $97,789 3,764 0.00% 주식
ROYAL BANK OF CANADA $91,000 3,509 0.00% 주식
ASSETMARK, INC $88,696 3,414 0.00% 주식
Signature Equity Partners, LLC $81,626 3,142 0.00% 주식
FMR LLC $81,467 3,136 0.00% 주식
Qube Research & Technologies Ltd $59,988 2,309 0.00% 주식
PARK AVENUE SECURITIES LLC $59,928 2,306,714 0.00% 주식
BANK OF MONTREAL /CAN/ $52,090 2,005 0.00% 주식
Cornerstone Planning Group LLC $48,525 1,870 0.00% 주식
MORGAN STANLEY $41,230 1,587 0.00% 주식
Windsor Advisory Group, LLC $38,107 1,467 0.00% 주식
HARBOUR INVESTMENTS, INC. $27,019 1,040 0.00% 주식
CWM, LLC $16,244 659 0.00% 주식
Farther Finance Advisors, LLC $14,185 546 0.00% 주식
AMERIFLEX GROUP, INC. $13,900 535 0.00% 주식
Allworth Financial LP $11,640 448 0.00% 주식
FIDUCIARY FINANCIAL ADVISORS $8,525 328 0.00% 주식
BNP PARIBAS FINANCIAL MARKETS $5,638 217 0.00% 주식
Cambridge Investment Research Advisors, Inc. $2,543 97,883 0.00% 주식