CERY — 기관 투자자 (13F)

133개의 제출자 · $596.8M 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
STATE STREET CORP $208,109,539 6,225,233 34.87% 주식
LPL Financial LLC $57,762,395 1,727,861 9.68% 주식
ENVESTNET ASSET MANAGEMENT INC $50,524,480 1,511,351 8.47% 주식
Envestnet Portfolio Solutions, Inc. $44,885,122 1,342,660 7.52% 주식
ASSETMARK, INC $28,383,273 849,036 4.76% 주식
Cambria Investment Management, L.P. $15,714,507 470,072 2.63% 주식
Private Advisory Group LLC $14,613,390 437,134 2.45% 주식
CONTINUUM WEALTH ADVISORS, LLC $13,606,779 407,023 2.28% 주식
Cerity Partners LLC $13,437,289 401,953 2.25% 주식
RAYMOND JAMES FINANCIAL INC $11,237,996 336,165 1.88% 주식
Austin Private Wealth, LLC $8,418,139 294,856 1.41% 주식
WELLS FARGO & COMPANY/MN $8,005,850 239,481 1.34% 주식
Empowered Funds, LLC $7,004,822 209,537 1.17% 주식
Aspire Private Capital, LLC $7,001,731 209,445 1.17% 주식
AlTi Global, Inc. $6,829,042 204,400 1.14% 주식
LANDMARK WEALTH MANAGEMENT, INC. $5,539,954 165,718 0.93% 주식
New York Life Investment Management LLC $5,374,708 160,775 0.90% 주식
BANK OF AMERICA CORP /DE/ $4,799,846 143,579 0.80% 주식
Leo Wealth, LLC $4,477,616 127,061 0.75% 주식
Signal Advisors Wealth, LLC $4,365,022 130,572 0.73% 주식
Cetera Investment Advisers $4,094,526 122,481 0.69% 주식
HighTower Advisors, LLC $3,921,516 117,305 0.66% 주식
Raleigh Capital Management Inc. $3,892,996 116,452 0.65% 주식
International Private Wealth Advisors LLC $3,656,800 109,387 0.61% 주식
HARBOUR INVESTMENTS, INC. $3,551,522 106,238 0.60% 주식
PRINCIPAL SECURITIES, INC. $3,355,837 100,384 0.56% 주식
AE Wealth Management LLC $2,869,774 85,845 0.48% 주식
MML INVESTORS SERVICES, LLC $2,768,184 82,805 0.46% 주식
Capital Investment Management, Inc. $2,257,285 67,523 0.38% 주식
Valtinson Bruner Financial Planning LLC $2,188,881 65,477 0.37% 주식
Concurrent Investment Advisors, LLC $1,591,670 47,612 0.27% 주식
Belpointe Asset Management LLC $1,581,607 47,311 0.27% 주식
SMART Wealth LLC $1,573,517 47,069 0.26% 주식
Simplicity Wealth,LLC $1,554,883 46,512 0.26% 주식
Legacy Wealth Partners, LLC $1,523,572 45,575 0.26% 주식
CreativeOne Wealth, LLC $1,409,051 42,149 0.24% 주식
Sanctuary Advisors, LLC $1,350,631 40,402 0.23% 주식
NOVUS ADVISORS, LLC $1,349,903 40,380 0.23% 주식
HighPoint Advisor Group LLC $1,318,949 39,454 0.22% 주식
Toroso Investments, LLC $1,286,492 45,061 0.22% 주식
JOHNSON INVESTMENT COUNSEL INC $1,252,087 37,454 0.21% 주식
Global Financial Private Client, LLC $1,202,109 35,959 0.20% 주식
LOCKERMAN FINANCIAL GROUP, INC. $1,184,626 35,436 0.20% 주식
Sharkey, Howes & Javer $1,183,790 35,411 0.20% 주식
AXXCESS WEALTH MANAGEMENT, LLC $1,153,904 34,517 0.19% 주식
Orion Porfolio Solutions, LLC $1,092,520 32,681 0.18% 주식
RFG Advisory, LLC $969,470 29,000 0.16% 주식
Balefire, LLC $897,997 26,862 0.15% 주식
RICHARDSON FINANCIAL SERVICES INC. $896,457 26,816 0.15% 주식
Western Wealth Management, LLC $815,993 24,409 0.14% 주식
OSAIC HOLDINGS, INC. $783,010 23,421 0.13% 주식
GeoWealth Management, LLC $782,088 23,395 0.13% 주식
Independent Advisor Alliance $737,268 22,054 0.12% 주식
Ascent Group, LLC $730,881 21,863 0.12% 주식
Founders Financial Alliance, LLC $718,915 21,505 0.12% 주식
WealthPoint Financial, LLC $663,184 19,838 0.11% 주식
Outlook Wealth Advisors, LLC $661,880 19,827 0.11% 주식
FSB PREMIER WEALTH MANAGEMENT, INC. $642,513 19,220 0.11% 주식
Kestra Advisory Services, LLC $636,077 19,027 0.11% 주식
Astoria Portfolio Advisors LLC. $601,071 17,980 0.10% 주식
World Investment Advisors $582,228 17,281 0.10% 주식
OARSMAN CAPITAL, INC. $577,175 17,265 0.10% 주식
Ethic Inc. $555,807 16,626 0.09% 주식
ZEGA Investments, LLC $536,686 16,054 0.09% 주식
Orion Portfolio Solutions, LLC $524,439 18,926 0.09% 주식
Arete Wealth Advisors, LLC $452,977 13,550 0.08% 주식
Hibernia Wealth Partners, LLC $434,772 13,005 0.07% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $426,400 12,755 0.07% 주식
Balboa Wealth Partners $425,363 12,724 0.07% 주식
Aegis Wealth Management, Inc. $404,132 12,089 0.07% 주식
Atria Investments, Inc $399,723 11,957 0.07% 주식
NWAM LLC $396,547 11,862 0.07% 주식
BlueChip Wealth Advisors LLC $388,524 11,622 0.07% 주식
Wealth Watch Advisors, INC $338,245 10,118 0.06% 주식
Maridea Wealth Management LLC $313,206 9,369 0.05% 주식
Farther Finance Advisors, LLC $306,520 9,169 0.05% 주식
ABSOLUTE CAPITAL MANAGEMENT, LLC $295,127 8,828 0.05% 주식
Sanchez Gaunt Capital Management, LLC $286,663 8,575 0.05% 주식
True Vision MN LLC $283,541 8,046 0.05% 주식
VestGen Advisors, LLC $250,625 7,497 0.04% 주식
MGO ONE SEVEN LLC $244,774 7,322 0.04% 주식
Hobbs Group Advisors, LLC $239,693 7,170 0.04% 주식
Kelly Financial Services LLC $231,363 6,921 0.04% 주식
Ruggiero Investments, Inc. $231,235 6,917 0.04% 주식
MORGAN STANLEY $229,664 6,870 0.04% 주식
Sowell Financial Services LLC $226,749 6,783 0.04% 주식
Walkner Condon Financial Advisors LLC $224,282 6,709 0.04% 주식
October Effect Ltd $222,878 6,667 0.04% 주식
FSA Advisors, Inc. $222,494 6,656 0.04% 주식
PCB Capital LLC $216,426 6,474 0.04% 주식
Strategic Investment Advisors / MI $191,813 5,738 0.03% 주식
Richard W. Paul & Associates, LLC $189,381 5,665 0.03% 주식
Triumph Capital Management $178,583 5,342 0.03% 주식
Smartleaf Asset Management LLC $174,792 5,268 0.03% 주식
IFP Advisors, Inc $118,777 3,553 0.02% 주식
UBS Group AG $71,640 2,143 0.01% 주식
CWM, LLC $69,035 1,959 0.01% 주식
EVOLUTION WEALTH MANAGEMENT INC. $64,219 1,921 0.01% 주식
BROWN, LISLE/CUMMINGS, INC. $54,257 1,623 0.01% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $49,777 1,489 0.01% 주식
ROYAL BANK OF CANADA $48,000 1,460 0.01% 주식
PRIVATE TRUST CO NA $38,779 1,160 0.01% 주식
Steward Partners Investment Advisory, LLC $33,430 1,000 0.01% 주식
Cohalo Advisory LLC $28,807 861 0.00% 주식
AdvisorNet Financial, Inc $21,663 648 0.00% 주식
Quest 10 Wealth Builders, Inc. $18,554 555 0.00% 주식
Key Capital Management, INC $17,350 519 0.00% 주식
Global Retirement Partners, LLC $16,748 501 0.00% 주식
LANARK FINANCIAL, INC. $16,213 485 0.00% 주식
Geneos Wealth Management Inc. $14,642 438 0.00% 주식
Aptus Capital Advisors, LLC $14,308 428 0.00% 주식
Buck Wealth Strategies, LLC $13,807 413 0.00% 주식
Cape Investment Advisory, Inc. $12,971 388 0.00% 주식
FIFTH THIRD BANCORP $12,035 360 0.00% 주식
PARK AVENUE SECURITIES LLC $11,911 356,282 0.00% 주식
Stone House Investment Management, LLC $8,233 246 0.00% 주식
COMERICA BANK $7,480 262 0.00% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5,951 178 0.00% 주식
Continuum Advisory, LLC $5,148 154 0.00% 주식
Kingdom Financial Group LLC. $4,805 144 0.00% 주식
CoreCap Advisors, LLC $4,647 139 0.00% 주식
Lloyd Advisory Services, LLC. $4,546 136 0.00% 주식
Cambridge Investment Research Advisors, Inc. $4,233 126,614 0.00% 주식
JPMORGAN CHASE & CO $3,915 118 0.00% 주식
REAP Financial Group, LLC $3,510 105 0.00% 주식
Meramec Financial Planners, LLC $1,684 47 0.00% 주식
Ashton Thomas Private Wealth, LLC $1,638 49 0.00% 주식
Networth Advisors, LLC $1,137 34 0.00% 주식
Betterment LLC $502 15,026 0.00% 주식
Rossby Financial, LCC $501 15 0.00% 주식
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $50 1,490 0.00% 주식
Covestor Ltd $21 630 0.00% 주식
Capital Analysts, LLC $3 82 0.00% 주식