CAIQ — 기관 투자자 (13F)

59개의 제출자 · $123.8M 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
Calamos Wealth Management LLC	$33,723,763	1,256,006	27.24%	주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$14,663,790	549,000	11.85%	주식
COMMONWEALTH EQUITY SERVICES, LLC	$12,677,590	472,164	10.24%	주식
Strategic Blueprint, LLC	$10,487,788	390,607	8.47%	주식
Cornerstone Wealth, LLC/TN	$7,344,549	280,638	5.93%	주식
Intrepid Financial Planning Group LLC	$4,697,810	174,965	3.80%	주식
Redhawk Wealth Advisors, Inc.	$3,963,351	147,611	3.20%	주식
Anfield Capital Management, LLC	$3,469,867	145,564	2.80%	주식
Brookwood Investment Group LLC	$3,284,131	122,314	2.65%	주식
PFG Investments, LLC	$3,210,236	119,562	2.59%	주식
Millington Financial Advisors, LLC	$2,778,280	107,920	2.24%	주식
Onyx Bridge Wealth Group LLC	$2,481,522	92,422	2.00%	주식
Chicago Partners Investment Group LLC	$2,276,373	89,101	1.84%	주식
INDEPENDENT FINANCIAL GROUP, LLC	$1,583,210	58,965	1.28%	주식
INSIGNEO ADVISORY SERVICES, LLC	$1,205,975	44,915	0.97%	주식
Welch Financial Planning, LLC	$1,203,900	44,838	0.97%	주식
LexAurum Advisors, LLC	$1,118,517	41,658	0.90%	주식
Waverly Advisors, LLC	$1,009,560	37,600	0.82%	주식
Steward Partners Investment Advisory, LLC	$998,793	37,199	0.81%	주식
Snowden Capital Advisors LLC	$997,612	38,252	0.81%	주식
WINNACLE WEALTH LLC	$742,741	27,663	0.60%	주식
Beacon Financial Advisory LLC	$720,160	26,822	0.58%	주식
Brookstone Capital Management	$652,288	24,294	0.53%	주식
Haven Private, LLC	$638,923	23,796	0.52%	주식
Claro Advisors Inc.	$631,398	23,516	0.51%	주식
KINGSWOOD WEALTH ADVISORS, LLC	$543,014	20,224	0.44%	주식
Garden State Investment Advisory Services LLC	$473,903	17,650	0.38%	주식
Grantvest Financial Group LLC	$466,358	17,369	0.38%	주식
Family Office Research LLC	$455,851	16,978	0.37%	주식
Secure Asset Management, LLC	$430,221	16,023	0.35%	주식
ROYAL BANK OF CANADA	$403,000	15,000	0.33%	주식
Estate Planners Group, LLC	$380,085	14,156	0.31%	주식
CAPTRUST FINANCIAL ADVISORS	$318,038	11,845	0.26%	주식
SILVER OAK SECURITIES, INCORPORATED	$310,708	11,572	0.25%	주식
RPS ADVISORY SOLUTIONS LLC	$309,231	11,517	0.25%	주식
Innovative Asset Advisors Group, LLC	$293,600	10,935	0.24%	주식
WealthTrust Asset Management, LLC	$277,817	10,347	0.22%	주식
CHANNEL WEALTH LLC	$274,031	10,206	0.22%	주식
ENVESTNET ASSET MANAGEMENT INC	$266,728	9,934	0.22%	주식
OSAIC HOLDINGS, INC.	$239,303	8,913	0.19%	주식
Palacios Wealth Management, LLC	$239,180	8,908	0.19%	주식
Wealthcare Advisory Partners LLC	$231,330	8,616	0.19%	주식
Able Wealth Management LLC	$213,296	7,944	0.17%	주식
Summit Financial, LLC	$209,555	7,805	0.17%	주식
MRA Advisory Group	$201,429	7,502	0.16%	주식
IFP Advisors, Inc	$199,979	7,448	0.16%	주식
Institute for Wealth Management, LLC.	$183,605	6,838	0.15%	주식
Allworth Financial LP	$149,636	5,573	0.12%	주식
TUCKER ASSET MANAGEMENT LLC	$69,139	2,575	0.06%	주식
WOLFF WIESE MAGANA LLC	$44,840	1,670	0.04%	주식
Realta Investment Advisors	$12,620	470	0.01%	주식
Farther Finance Advisors, LLC	$10,310	384	0.01%	주식
HARBOUR INVESTMENTS, INC.	$9,827	366	0.01%	주식
Cambridge Investment Research Advisors, Inc.	$570	21,238	0.00%	주식
WEDBUSH SECURITIES INC	$296	11,020	0.00%	주식
Acumen Wealth Advisors, LLC	$135	5	0.00%	주식
Capital Analysts, LLC	$53	1,980	0.00%	주식
MORGAN STANLEY	$46	1	0.00%	주식
WELLS FARGO & COMPANY/MN	$6	0	0.00%	주식