BSJV — 기관 투자자 (13F)

53개의 제출자 · $53.0M 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
Equitable Holdings, Inc. $8,067,836 307,346 15.23% 주식
LPL Financial LLC $7,572,204 288,465 14.30% 주식
Leo Wealth, LLC $7,342,723 282,511 13.86% 주식
MORGAN STANLEY $4,039,521 153,886 7.63% 주식
SFE Investment Counsel $3,014,078 114,822 5.69% 주식
Concurrent Investment Advisors, LLC $2,645,869 100,795 5.00% 주식
RAYMOND JAMES FINANCIAL INC $2,627,681 100,102 4.96% 주식
MERCER GLOBAL ADVISORS INC /ADV $1,684,186 64,159 3.18% 주식
ROYAL BANK OF CANADA $1,323,000 50,410 2.50% 주식
LBMC INVESTMENT ADVISORS, LLC $1,306,233 49,761 2.47% 주식
MONECO ADVISORS, LLC $1,292,078 49,222 2.44% 주식
Ark Wealth Advisors LLC $1,274,910 48,568 2.41% 주식
OSAIC HOLDINGS, INC. $1,272,353 48,469 2.40% 주식
BANK OF AMERICA CORP /DE/ $1,028,291 39,173 1.94% 주식
JONES FINANCIAL COMPANIES LLLP $897,585 34,335 1.69% 주식
Jessup Wealth Management, Inc $822,717 31,342 1.55% 주식
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $580,309 22,107 1.10% 주식
Cetera Investment Advisers $502,108 19,128 0.95% 주식
TRUIST FINANCIAL CORP $462,053 17,602 0.87% 주식
VestGen Advisors, LLC $460,064 17,526 0.87% 주식
Modern Wealth Management, LLC $442,768 16,867 0.84% 주식
4Thought Financial Group Inc. $436,952 16,646 0.82% 주식
ORG Partners LLC $411,354 15,407 0.78% 주식
HARBOUR INVESTMENTS, INC. $384,825 14,660 0.73% 주식
Farther Finance Advisors, LLC $311,063 11,850 0.59% 주식
COMMONWEALTH EQUITY SERVICES, LLC $277,010 10,553 0.52% 주식
UBS Group AG $262,920 10,016 0.50% 주식
Alaska Wealth Advisors, LLC $250,502 9,543 0.47% 주식
Wealth Quarterback LLC $248,547 9,468 0.47% 주식
IMA Advisory Services, Inc. $247,800 9,440 0.47% 주식
HUB Investment Partners, LLC $244,508 9,315 0.46% 주식
Tassel Capital Management, Inc. $222,981 8,495 0.42% 주식
HOWARD WEALTH MANAGEMENT, LLC $211,706 8,065 0.40% 주식
Legacy Financial Group LLC $210,600 8,023 0.40% 주식
Alaska Permanent Capital Management, LLC $196,230 7,504 0.37% 주식
Key Financial Inc $168,000 6,400 0.32% 주식
Geneos Wealth Management Inc. $80,588 3,070 0.15% 주식
Larson Financial Group LLC $57,356 2,185 0.11% 주식
Topsail Wealth Management, LLC $26,906 1,025 0.05% 주식
Asset Dedication, LLC $20,082 765 0.04% 주식
CWM, LLC $13,231 509 0.02% 주식
Keating Financial Advisory Services, Inc. $9,581 365 0.02% 주식
IFP Advisors, Inc $4,725 180 0.01% 주식
Steward Partners Investment Advisory, LLC $4,121 157 0.01% 주식
Community Financial Services Group, LLC $3,282 125 0.01% 주식
NewEdge Advisors, LLC $1,785 68 0.00% 주식
Aptus Capital Advisors, LLC $1,391 53 0.00% 주식
RHL GROUP, LLC $962 37 0.00% 주식
Cambridge Investment Research Advisors, Inc. $750 28,584 0.00% 주식
FINANCIAL ADVISORY CORP /UT/ /ADV $400 14,989 0.00% 주식
Glass Jacobson Investment Advisors llc $110 4 0.00% 주식
WELLS FARGO & COMPANY/MN $21 1 0.00% 주식
Capital Analysts, LLC $10 370 0.00% 주식