CHW — 기관 투자자 (13F)

108개의 제출자 · $191.6M 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
MORGAN STANLEY $53,456,095 5,999,561 27.90% 주식
Karpus Management, Inc. $21,923,412 2,460,540 11.44% 주식
Pathstone Holdings, LLC $19,265,149 2,162,194 10.06% 주식
Advisors Asset Management, Inc. $11,242,823 1,517,250 5.87% 주식
GUGGENHEIM CAPITAL LLC $10,122,615 1,136,096 5.28% 주식
LPL Financial LLC $6,868,779 770,907 3.59% 주식
Baird Financial Group, Inc. $6,859,141 769,825 3.58% 주식
1607 Capital Partners, LLC $6,763,269 759,065 3.53% 주식
Saba Capital Management, L.P. $6,092,489 683,781 3.18% 주식
WELLS FARGO & COMPANY/MN $4,166,457 467,615 2.17% 주식
Shaker Financial Services, LLC $3,673,255 412,262 1.92% 주식
ADAPT WEALTH ADVISORS, LLC $3,514,264 394,418 1.83% 주식
RAYMOND JAMES FINANCIAL INC $3,371,030 378,342 1.76% 주식
Altium Capital Management LLC $2,930,508 328,901 1.53% 주식
ROYAL BANK OF CANADA $2,805,000 314,744 1.46% 주식
AMERIPRISE FINANCIAL INC $2,356,187 264,443 1.23% 주식
UBS Group AG $1,838,899 206,386 0.96% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,620,898 181,919 0.85% 주식
D.A. DAVIDSON & CO. $1,600,606 179,641 0.84% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,024,196 116,122 0.53% 주식
COMMONWEALTH EQUITY SERVICES, LLC $902,220 101,259 0.47% 주식
OSAIC HOLDINGS, INC. $889,793 99,864 0.46% 주식
Saxony Capital Management, LLC $786,308 88,250 0.41% 주식
Focus Partners Wealth $719,972 80,805 0.38% 주식
FIFTH THIRD BANCORP $691,568 77,617 0.36% 주식
Dakota Wealth Management $652,925 73,280 0.34% 주식
Invesco Ltd. $624,680 70,110 0.33% 주식
EVOLVE PRIVATE WEALTH, LLC $616,938 69,241 0.32% 주식
Brookstone Capital Management $616,249 69,164 0.32% 주식
COMERICA BANK $580,944 78,400 0.30% 주식
PMG Family Office LLC $573,305 64,344 0.30% 주식
Almitas Capital LLC $570,890 64,073 0.30% 주식
Kestra Advisory Services, LLC $551,583 61,906 0.29% 주식
NewEdge Advisors, LLC $530,301 59,517 0.28% 주식
HARBOUR INVESTMENTS, INC. $492,840 55,313 0.26% 주식
Investment Management Trust, LLC $437,642 49,118 0.23% 주식
RPO LLC $423,849 47,570 0.22% 주식
PNC Financial Services Group, Inc. $384,755 43,182 0.20% 주식
CAPTRUST FINANCIAL ADVISORS $376,149 42,217 0.20% 주식
&PARTNERS $375,884 42,187 0.20% 주식
Chicago Partners Investment Group LLC $347,661 40,710 0.18% 주식
Allspring Global Investments Holdings, LLC $308,491 34,623 0.16% 주식
NWF Advisory Services Inc. $290,466 32,600 0.15% 주식
JANE STREET GROUP, LLC $277,609 31,157 0.14% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $271,381 30,458 0.14% 주식
STIFEL FINANCIAL CORP $263,806 29,608 0.14% 주식
Institute for Wealth Management, LLC. $261,063 29,300 0.14% 주식
Continuum Advisory, LLC $253,115 28,408 0.13% 주식
Integrated Wealth Concepts LLC $245,372 27,539 0.13% 주식
CoreCap Advisors, LLC $237,942 26,705 0.12% 주식
Closed-End Fund Advisors, Inc. $231,918 26,029 0.12% 주식
ENVESTNET ASSET MANAGEMENT INC $228,490 25,644 0.12% 주식
BANK OF AMERICA CORP /DE/ $222,557 24,978 0.12% 주식
Strategic Financial Concepts, LLC $220,817 24,783 0.12% 주식
STEPHENS INC /AR/ $211,898 23,782 0.11% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $192,914 21,651 0.10% 주식
CITADEL ADVISORS LLC $192,830 21,642 0.10% 주식
Cetera Investment Advisers $192,587 21,615 0.10% 주식
Waverly Advisors, LLC $185,952 20,870 0.10% 주식
TRUIST FINANCIAL CORP $181,850 20,410 0.09% 주식
Rockefeller Capital Management L.P. $180,187 20,223 0.09% 주식
B. Riley Wealth Advisors, Inc. $179,975 20,522 0.09% 주식
MRA Advisory Group $173,568 19,480 0.09% 주식
L.M. KOHN & COMPANY $172,184 22,836 0.09% 주식
OPPENHEIMER & CO INC $170,315 19,115 0.09% 주식
San Luis Wealth Advisors LLC $168,791 18,944 0.09% 주식
StoneX Group Inc. $161,996 18,206 0.08% 주식
XML Financial, LLC $153,252 17,200 0.08% 주식
HighTower Advisors, LLC $146,982 16,496 0.08% 주식
Prospera Financial Services Inc $142,839 16,028 0.07% 주식
Retirement Planning Group, LLC $138,371 15,530 0.07% 주식
Apollon Wealth Management, LLC $138,333 15,526 0.07% 주식
Concurrent Investment Advisors, LLC $134,610 15,108 0.07% 주식
Valeo Financial Advisors, LLC $133,199 14,949 0.07% 주식
Prairie Wealth Advisors, Inc. $128,304 0 0.07% 주식
Atria Wealth Solutions, Inc. $127,427 17,872 0.07% 주식
BOOTHBAY FUND MANAGEMENT, LLC $117,915 13,234 0.06% 주식
RFG Advisory, LLC $116,356 13,059 0.06% 주식
WOLVERINE ASSET MANAGEMENT LLC $99,792 11,200 0.05% 주식
Palogic Value Management, L.P. $98,010 11,000 0.05% 주식
DECISION INVESTMENTS, INC $95,159 10,680 0.05% 주식
Farther Finance Advisors, LLC $93,519 10,633 0.05% 주식
LEIGH BALDWIN & CO., LLC $89,100 10,000 0.05% 주식
Spire Wealth Management $41,521 4,660 0.02% 주식
ASSETMARK, INC $28,958 3,250 0.02% 주식
Colonial Trust Co / SC $28,950 3,301 0.02% 주식
EVOLUTION WEALTH MANAGEMENT INC. $26,677 2,994 0.01% 주식
Steward Partners Investment Advisory, LLC $25,394 2,850 0.01% 주식
EverSource Wealth Advisors, LLC $22,275 2,500 0.01% 주식
CITIGROUP INC $22,275 2,500 0.01% 주식
Tidemark, LLC $21,384 2,400 0.01% 주식
ORG Partners LLC $18,228 2,460 0.01% 주식
MCDONALD PARTNERS LLC $14,702 1,650 0.01% 주식
IFP Advisors, Inc $14,399 1,616 0.01% 주식
OLIVER LAGORE VANVALIN INVESTMENT GROUP $9,585 1,500 0.01% 주식
JPMORGAN CHASE & CO $7,419 846 0.00% 주식
AMERIFLEX GROUP, INC. $4,455 500 0.00% 주식
Silver Grove Financial Group, Inc. $4,366 490 0.00% 주식
Plante Moran Financial Advisors, LLC $3,901 438 0.00% 주식
Tower Research Capital LLC (TRC) $1,729 194 0.00% 주식
US BANCORP \DE\ $1,559 175 0.00% 주식
Stephens Consulting, LLC $1,484 200 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,400 157,131 0.00% 주식
Janney Montgomery Scott LLC $293 32,934 0.00% 주식
WEDBUSH SECURITIES INC $206 23,077 0.00% 주식
Virtu Financial LLC $154 17,336 0.00% 주식
HRT FINANCIAL LP $108 12,222 0.00% 주식
Farmers & Merchants Trust Co of Chambersburg PA $12 1,375 0.00% 주식