CLOA — 기관 투자자 (13F)

255개의 제출자 · $1.6B 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
Richard Bernstein Advisors LLC $320,685,979 6,186,664 20.53% 주식
BlackRock, Inc. $122,521,513 2,360,268 7.84% 주식
ENVESTNET ASSET MANAGEMENT INC $104,751,459 2,017,944 6.70% 주식
LPL Financial LLC $102,165,579 1,968,129 6.54% 주식
Advocacy Wealth Management, LLC $57,097,061 1,099,924 3.65% 주식
MORGAN STANLEY $50,209,922 967,249 3.21% 주식
INSPIRION WEALTH ADVISORS, LLC $34,258,389 662,318 2.19% 주식
Cetera Investment Advisers $33,640,000 648,045 2.15% 주식
JPMORGAN CHASE & CO $30,489,713 587,131 1.95% 주식
Pallas Capital Advisors LLC $28,465,107 548,355 1.82% 주식
CenturyLink Investment Management Co $26,557,156 511,600 1.70% 주식
MML INVESTORS SERVICES, LLC $24,662,909 475,109 1.58% 주식
Vestmark Advisory Solutions, Inc. $23,037,250 443,792 1.47% 주식
Goldstone Financial Group, LLC $19,015,251 366,312 1.22% 주식
OneDigital Investment Advisors LLC $17,789,780 342,704 1.14% 주식
Macro Advisors, Inc. $15,616,760 300,843 1.00% 주식
Tower Research Capital LLC (TRC) $15,453,140 297,691 0.99% 주식
Cascade Wealth Advisors, Inc $14,697,057 283,645 0.94% 주식
COMMONWEALTH EQUITY SERVICES, LLC $14,340,340 276,254 0.92% 주식
Ferguson Shapiro LLC $14,100,678 271,637 0.90% 주식
ASSETMARK, INC $12,605,201 242,828 0.81% 주식
CacheTech Inc. $12,587,053 242,478 0.81% 주식
August Group Capital Ltd $12,550,027 241,765 0.80% 주식
STAR Financial Bank $12,320,216 237,338 0.79% 주식
AE Wealth Management LLC $11,765,873 226,661 0.75% 주식
Envestnet Portfolio Solutions, Inc. $11,526,512 222,048 0.74% 주식
Prime Capital Investment Advisors, LLC $10,894,081 209,865 0.70% 주식
Adams Wealth Management $10,808,097 208,208 0.69% 주식
BAR HARBOR WEALTH MANAGEMENT $10,727,357 206,653 0.69% 주식
Keel Point, LLC $10,696,270 206,054 0.68% 주식
CITIGROUP INC $10,382,415 200,008 0.66% 주식
NorthCoast Asset Management LLC $10,061,360 193,823 0.64% 주식
Cannon Capital Management, Inc. $9,697,463 186,813 0.62% 주식
DRIVE WEALTH MANAGEMENT, LLC $9,391,498 180,919 0.60% 주식
Equitable Holdings, Inc. $9,250,304 178,199 0.59% 주식
ODonnell Financial Services, LLC $8,554,880 164,802 0.55% 주식
BANK OF MONTREAL /CAN/ $8,488,374 163,521 0.54% 주식
E6 Portfolios, LLC $8,139,408 156,798 0.52% 주식
COURIER CAPITAL LLC $7,879,834 151,798 0.50% 주식
OSAIC HOLDINGS, INC. $7,583,831 146,087 0.49% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,557,319 145,585 0.48% 주식
ELEVATION POINT WEALTH PARTNERS, LLC $7,478,888 144,074 0.48% 주식
STIFEL FINANCIAL CORP $7,190,577 138,520 0.46% 주식
Client First Capital LLC $7,132,174 137,395 0.46% 주식
KICKSTAND VENTURES, LLC. $6,649,584 128,098 0.43% 주식
STOCK YARDS BANK & TRUST CO $6,395,106 123,196 0.41% 주식
NewEdge Wealth, LLC $6,157,885 118,626 0.39% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $6,054,049 116,615 0.39% 주식
Diversify Advisory Services, LLC $6,054,049 116,615 0.39% 주식
ATX Financial Planning, LLC $5,996,878 115,525 0.38% 주식
UBS Group AG $5,978,215 115,165 0.38% 주식
ALLSTATE CORP $5,744,361 110,660 0.37% 주식
Private Advisor Group, LLC $5,653,099 108,902 0.36% 주식
Prasad Wealth Partners, LLC $5,645,669 108,759 0.36% 주식
Prospera Financial Services Inc $5,145,113 99,097 0.33% 주식
Bulwark Capital Corp $5,116,613 98,567 0.33% 주식
Meiji Yasuda Life Insurance Co $5,087,180 98,000 0.33% 주식
SCOTIA CAPITAL INC. $4,825,716 92,963 0.31% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4,542,409 87,429 0.29% 주식
CAPTRUST FINANCIAL ADVISORS $4,498,832 86,666 0.29% 주식
Ameritas Advisory Services, LLC $4,456,862 85,857 0.29% 주식
POTENTIA WEALTH $4,074,418 78,490 0.26% 주식
WINTON GROUP Ltd $4,050,693 78,033 0.26% 주식
RAYMOND JAMES FINANCIAL INC $3,919,278 75,501 0.25% 주식
Aureus Asset Management, LLC $3,889,876 74,935 0.25% 주식
GOLDMAN SACHS GROUP INC $3,866,620 74,487 0.25% 주식
Rockport Wealth LLC $3,756,989 72,375 0.24% 주식
Kurv Investment Management LLC $3,703,898 6,725 0.24% 콜 옵션
JB Capital LLC $3,588,716 69,133 0.23% 주식
SCHRODER INVESTMENT MANAGEMENT GROUP $3,422,654 65,909 0.22% 주식
Triad Wealth Partners, LLC $3,409,890 65,841 0.22% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,155,818 60,882 0.20% 주식
Lido Advisors, LLC $3,094,022 59,604 0.20% 주식
HUB Investment Partners, LLC $2,837,764 54,667 0.18% 주식
Mutual Advisors, LLC $2,752,491 53,024 0.18% 주식
Landing Point Financial Group, LLC $2,724,908 52,493 0.17% 주식
NorthRock Partners, LLC $2,636,353 50,787 0.17% 주식
TRUIST FINANCIAL CORP $2,621,539 50,502 0.17% 주식
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2,478,042 47,737 0.16% 주식
J. Mark Nickell & Co. $2,359,115 45,512 0.15% 주식
Impact Partnership Wealth, LLC $2,321,817 44,728 0.15% 주식
BASSO CAPITAL MANAGEMENT, L.P. $2,166,983 41,745 0.14% 주식
TOEWS CORP /ADV $2,102,355 40,500 0.13% 주식
Brookstone Capital Management $1,990,051 38,337 0.13% 주식
NWAM LLC $1,970,425 37,958 0.13% 주식
Simplicity Wealth,LLC $1,966,428 37,881 0.13% 주식
Sovran Advisors, LLC $1,914,278 36,852 0.12% 주식
Pasadena Private Wealth, LLC $1,897,778 36,559 0.12% 주식
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1,822,690 35,113 0.12% 주식
EHRLICH FINANCIAL GROUP $1,760,735 33,919 0.11% 주식
Cox Capital Mgt LLC $1,670,382 32,178 0.11% 주식
SILVERLAKE WEALTH MANAGEMENT LLC $1,642,070 31,633 0.11% 주식
Elwood & Goetz Wealth Advisory Group, LLC $1,606,926 30,956 0.10% 주식
IHT Wealth Management, LLC $1,598,422 30,792 0.10% 주식
MAINSAIL ASSET MANAGEMENT, LLC $1,538,650 29,666 0.10% 주식
Centennial Wealth Advisory LLC $1,524,629 29,369 0.10% 주식
IFP Advisors, Inc $1,513,384 29,154 0.10% 주식
HM PAYSON & CO $1,508,817 29,066 0.10% 주식
Kingsview Wealth Management, LLC $1,502,739 28,949 0.10% 주식
SHP Wealth Management $1,424,656 27,445 0.09% 주식
Stratos Wealth Partners, LTD. $1,408,104 27,125 0.09% 주식
Constellation Investments, Inc. $1,401,570 27,000 0.09% 주식
PARSONS CAPITAL MANAGEMENT INC/RI $1,401,155 26,992 0.09% 주식
Maridea Wealth Management LLC $1,309,080 25,218 0.08% 주식
LAFFER TENGLER INVESTMENTS, INC. $1,302,422 25,090 0.08% 주식
Triumph Capital Management $1,299,255 25,029 0.08% 주식
Castle Rock Wealth Management, LLC $1,281,746 24,780 0.08% 주식
Invst, LLC $1,274,556 24,553 0.08% 주식
Sigma Planning Corp $1,271,604 24,496 0.08% 주식
Sequoia Financial Advisors, LLC $1,269,096 24,448 0.08% 주식
ROYAL BANK OF CANADA $1,168,000 22,500 0.07% 주식
WESPAC Advisors, LLC $1,158,527 22,318 0.07% 주식
Ausdal Financial Partners, Inc. $1,070,909 20,630 0.07% 주식
Optivise Advisory Services LLC $1,031,303 19,867 0.07% 주식
PNC Financial Services Group, Inc. $1,029,518 19,833 0.07% 주식
FOCUSED ALPHA, LLC $1,006,783 19,395 0.06% 주식
Brookwood Investment Group LLC $995,743 19,182 0.06% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $988,794 19,085 0.06% 주식
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $984,249 18,961 0.06% 주식
Advisory Services Network, LLC $973,457 18,753 0.06% 주식
Weaver Consulting Group $965,526 18,600 0.06% 주식
Advyzon Investment Management, LLC $929,345 17,903 0.06% 주식
Veltria Advisors Corp. $926,697 17,852 0.06% 주식
Orion Porfolio Solutions, LLC $918,054 17,685 0.06% 주식
Perigon Wealth Management, LLC $906,297 17,459 0.06% 주식
Arkadios Wealth Advisors $884,447 17,039 0.06% 주식
CARY STREET PARTNERS FINANCIAL LLC $810,738 15,618 0.05% 주식
PANORAMIC INVESTMENT ADVISORS, LLC $790,901 15,236 0.05% 주식
BETO FINANCIAL GROUP, LLC $746,928 14,400 0.05% 주식
OPPENHEIMER & CO INC $737,382 14,205 0.05% 주식
Avantra Family Wealth, Inc. $733,696 14,134 0.05% 주식
Two West Capital Advisors LLC $718,769 13,857 0.05% 주식
Black Swift Group, LLC $712,724 13,730 0.05% 주식
Guidance Point Advisors, LLC $683,787 13,163 0.04% 주식
Embree Financial Group $641,037 12,349 0.04% 주식
Empire Financial Management Company, LLC $628,318 12,104 0.04% 주식
Transamerica Financial Advisors, LLC $621,513 11,972 0.04% 주식
Concurrent Investment Advisors, LLC $615,329 11,854 0.04% 주식
NewEdge Advisors, LLC $606,013 11,674 0.04% 주식
OpenArc Corporate Advisory, LLC $602,156 11,600 0.04% 주식
Kurv Investment Management LLC $599,664 11,552 0.04% 주식
Breakwater Capital Group $590,312 11,372 0.04% 주식
EAGLE GLOBAL ADVISORS LLC $582,690 11,225 0.04% 주식
FIFTH THIRD BANCORP $565,618 10,896 0.04% 주식
Icon Wealth Advisors, LLC $555,904 10,709 0.04% 주식
TWO SIGMA SECURITIES, LLC $553,984 10,672 0.04% 주식
Farther Finance Advisors, LLC $547,962 10,556 0.04% 주식
Wealthcare Advisory Partners LLC $540,227 10,407 0.03% 주식
Dynasty Wealth Management, LLC $531,766 10,244 0.03% 주식
CITIZENS FINANCIAL GROUP INC/RI $523,131 10,078 0.03% 주식
New England Private Wealth Advisors LLC $519,150 10,000 0.03% 주식
Corient Private Wealth LP $519,100 10,000 0.03% 주식
Quantinno Capital Management LP $519,100 10,000 0.03% 주식
Merit Financial Group, LLC $515,377 9,928 0.03% 주식
LFG Wealth Partners, LLC $512,259 9,868 0.03% 주식
Union Bancaire Privee, UBP SA $499,307 9,615 0.03% 주식
Ballast Rock Private Wealth LLC $494,962 9,535 0.03% 주식
GeoWealth Management, LLC $483,940 9,322 0.03% 주식
NORTHBRIDGE FINANCIAL GROUP, LLC $465,114 8,960 0.03% 주식
JANE STREET GROUP, LLC $460,857 8,878 0.03% 주식
Synergy Investment Management, LLC $460,086 8,863 0.03% 주식
Keebeck Wealth Management $439,055 8,458 0.03% 주식
ORG Partners LLC $435,723 8,423 0.03% 주식
SigFig Wealth Management, LLC $434,966 8,376 0.03% 주식
Congress Wealth Management LLC / DE / $418,578 8,062 0.03% 주식
World Investment Advisors $403,004 7,771 0.03% 주식
HUNTINGTON NATIONAL BANK $396,540 7,639 0.03% 주식
TRANSCEND CAPITAL ADVISORS, LLC $391,779 7,547 0.03% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $391,751 7,547 0.03% 주식
Atria Wealth Solutions, Inc. $384,779 7,411 0.02% 주식
EFG International AG $382,784 7,374 0.02% 주식
Spectrum Planning & Advisory Services Inc. $378,476 7,291 0.02% 주식
Fortis Advisors, LLC $377,877 7,279 0.02% 주식
Skyline Advisors, Inc. $369,588 7,120 0.02% 주식
High Falls Advisors, Inc $368,050 7,113 0.02% 주식
Orion Portfolio Solutions, LLC $367,671 7,102 0.02% 주식
Integrated Wealth Concepts LLC $345,287 6,652 0.02% 주식
Cerity Partners LLC $341,107 6,571 0.02% 주식
HighTower Advisors, LLC $334,923 6,452 0.02% 주식
Mariner, LLC $330,937 6,375 0.02% 주식
SAGESPRING WEALTH PARTNERS, LLC $323,036 6,223 0.02% 주식
Total Clarity Wealth Management, Inc. $322,197 6,207 0.02% 주식
Geneos Wealth Management Inc. $319,127 6,148 0.02% 주식
Steward Partners Investment Advisory, LLC $314,545 6,059 0.02% 주식
Liberty Atlantic Advisors LLC $310,931 5,990 0.02% 주식
Vision Retirement, LLC $310,786 5,987 0.02% 주식
Knights of Columbus Asset Advisors LLC $310,629 5,984 0.02% 주식
Venturi Wealth Management, LLC $306,477 5,904 0.02% 주식
Gateway Wealth Partners, LLC $305,592 5,887 0.02% 주식
Colonial Trust Co / SC $292,824 5,641 0.02% 주식
StoneX Group Inc. $268,634 5,169 0.02% 주식
LOCKERMAN FINANCIAL GROUP, INC. $267,700 5,157 0.02% 주식
Rockefeller Capital Management L.P. $265,312 5,111 0.02% 주식
IFG Advisory, LLC $261,451 5,037 0.02% 주식
GWN SECURITIES INC. $247,075 4,760 0.02% 주식
Magnolia Private Wealth, LLC $246,728 4,753 0.02% 주식
Pacific Excel Wealth Advisors, Inc. $236,813 4,562 0.02% 주식
Heritage Family Offices, LLP $236,813 4,562 0.02% 주식
Visionary Horizons, LLC $233,341 4,495 0.01% 주식
Bison Wealth, LLC $232,447 4,490 0.01% 주식
Elm3 Financial Group, LLC $230,948 4,449 0.01% 주식
Savvy Advisors, Inc. $230,808 4,446 0.01% 주식
GC Wealth Management RIA, LLC $216,880 4,178 0.01% 주식
Oregon Pacific Wealth Management, LLC $201,567 3,883 0.01% 주식
Global Retirement Partners, LLC $175,144 3,374 0.01% 주식
COMERICA BANK $150,266 2,904 0.01% 주식
REICON WEALTH ADVISORS, LLC $144,258 2,779 0.01% 주식
KELLEHER FINANCIAL ADVISORS $122,976 2,369 0.01% 주식
EverSource Wealth Advisors, LLC $117,265 2,259 0.01% 주식
Spire Wealth Management $103,820 2,000 0.01% 주식
PRIVATE TRUST CO NA $99,771 1,922 0.01% 주식
Aptus Capital Advisors, LLC $98,733 1,902 0.01% 주식
TWIN CITY PRIVATE WEALTH, LLC $98,214 1,892 0.01% 주식
Smartleaf Asset Management LLC $97,628 1,880 0.01% 주식
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $92,400 1,780 0.01% 주식
FMR LLC $76,753 1,479 0.00% 주식
CWM, LLC $74,280 1,433 0.00% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $68,054 1,311 0.00% 주식
TRUST CO OF VERMONT $68,054 1,311 0.00% 주식
NATIONAL BANK OF CANADA /FI/ $65,614 1,264 0.00% 주식
Rossby Financial, LCC $46,304 892 0.00% 주식
LANARK FINANCIAL, INC. $38,050 733 0.00% 주식
Sunbelt Securities, Inc. $32,683 631 0.00% 주식
Axiom Investment Management LLC $31,613 609 0.00% 주식
Betterment LLC $30,417 585,958 0.00% 주식
FTB Advisors, Inc. $30,165 581 0.00% 주식
MATHER GROUP, LLC. $29,173 562 0.00% 주식
EVOLUTION WEALTH MANAGEMENT INC. $25,436 490 0.00% 주식
Imprint Wealth LLC $17,390 335 0.00% 주식
Ascentis Independent Advisors $15,053 290 0.00% 주식
Golden State Wealth Management, LLC $14,711 283 0.00% 주식
Abich Financial Wealth Management LLC $14,550 280 0.00% 주식
Signature Equity Partners, LLC $11,784 227 0.00% 주식
Elequin Capital, LP $10,434 201 0.00% 주식
Ashton Thomas Private Wealth, LLC $10,330 199 0.00% 주식
SIGNATUREFD, LLC $9,759 188 0.00% 주식
WELLS FARGO & COMPANY/MN $8,938 172 0.00% 주식
Cornerstone Planning Group LLC $8,714 168 0.00% 주식
Godfrey Financial Associates, Inc. $7,371 142 0.00% 주식
Allworth Financial LP $5,711 110 0.00% 주식
2UniFi Bank $5,028 97 0.00% 주식
PARK AVENUE SECURITIES LLC $3,762 72,476 0.00% 주식
FIDUCIARY FINANCIAL ADVISORS $3,686 71 0.00% 주식
Continuum Advisory, LLC $2,647 51 0.00% 주식
Elevated Capital Advisors, LLC $2,544 49 0.00% 주식
OGOREK ANTHONY JOSEPH /NY/ /ADV $2,305 44,422 0.00% 주식
ATWOOD & PALMER INC $2,181 42 0.00% 주식
Cambridge Investment Research Advisors, Inc. $2,137 41,159 0.00% 주식
HIGHLINE WEALTH PARTNERS LLC $2,024 39 0.00% 주식
Silver Grove Financial Group, Inc. $1,973 38 0.00% 주식
Meramec Financial Planners, LLC $1,921 37 0.00% 주식
Strategic Wealth Partners, Ltd. $1,142 22 0.00% 주식
Key Capital Management, INC $675 13 0.00% 주식
CoreCap Advisors, LLC $467 9 0.00% 주식
HANTZ FINANCIAL SERVICES, INC. $0 6 0.00% 주식