CSQ — 기관 투자자 (13F)

233개의 제출자 · $795.9M 전체 · 기준일 2026년 9월 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
BANK OF AMERICA CORP /DE/ $100,034,358 4,865,484 12.57% 주식
MORGAN STANLEY $88,382,011 4,298,735 11.10% 주식
UBS Group AG $80,954,857 3,937,493 10.17% 주식
WELLS FARGO & COMPANY/MN $62,607,865 3,045,129 7.87% 주식
RAYMOND JAMES FINANCIAL INC $48,449,215 2,356,479 6.09% 주식
ROYAL BANK OF CANADA $44,471,000 2,162,971 5.59% 주식
Karpus Management, Inc. $42,193,310 2,052,204 5.30% 주식
LPL Financial LLC $25,669,503 1,248,517 3.23% 주식
Bensler, LLC $23,702,892 1,152,865 2.98% 주식
McGowan Group Asset Management, Inc. $16,186,046 787,259 2.03% 주식
Cetera Investment Advisers $15,872,591 772,014 1.99% 주식
Rockefeller Capital Management L.P. $15,387,352 748,412 1.93% 주식
1607 Capital Partners, LLC $13,065,181 635,466 1.64% 주식
Advisors Asset Management, Inc. $12,979,584 676,020 1.63% 주식
Stratos Wealth Partners, LTD. $10,847,812 527,617 1.36% 주식
&PARTNERS $10,232,091 501,570 1.29% 주식
STIFEL FINANCIAL CORP $8,485,273 412,706 1.07% 주식
OSAIC HOLDINGS, INC. $7,592,012 369,250 0.95% 주식
RIVERNORTH CAPITAL MANAGEMENT, LLC $7,227,539 351,534 0.91% 주식
GUGGENHEIM CAPITAL LLC $6,949,342 338,003 0.87% 주식
TRUIST FINANCIAL CORP $6,489,291 315,627 0.82% 주식
AMERIPRISE FINANCIAL INC $6,198,395 301,478 0.78% 주식
Apollon Wealth Management, LLC $5,651,678 274,887 0.71% 주식
Smith Asset Management Co., LLC $4,659,019 226,606 0.59% 주식
WOLVERINE ASSET MANAGEMENT LLC $4,633,258 225,353 0.58% 주식
ENVESTNET ASSET MANAGEMENT INC $4,019,576 195,505 0.51% 주식
Sanctuary Advisors, LLC $3,420,010 166,343 0.43% 주식
Shaker Financial Services, LLC $3,365,734 163,703 0.42% 주식
PMG Family Office LLC $3,337,710 162,340 0.42% 주식
COMMONWEALTH EQUITY SERVICES, LLC $3,288,085 159,926 0.41% 주식
Prairie Wealth Advisors, Inc. $3,169,026 0 0.40% 주식
DAVENPORT & Co LLC $3,032,548 147,497 0.38% 주식
World Investment Advisors $2,914,865 170,261 0.37% 주식
Savant Capital, LLC $2,812,423 136,791 0.35% 주식
Clearstead Advisors, LLC $2,746,222 133,571 0.35% 주식
J.W. COLE ADVISORS, INC. $2,582,548 125,610 0.32% 주식
HighTower Advisors, LLC $2,499,621 121,577 0.31% 주식
Steward Partners Investment Advisory, LLC $2,489,009 121,061 0.31% 주식
FOUNDERS FINANCIAL SECURITIES LLC $2,478,508 120,550 0.31% 주식
Mariner, LLC $2,406,537 117,049 0.30% 주식
Pointe Capital Management LLC $2,376,769 115,602 0.30% 주식
Aviance Capital Partners, LLC $2,025,263 98,505 0.25% 주식
Kestra Advisory Services, LLC $1,932,539 93,995 0.24% 주식
Meridian Wealth Advisors, LLC $1,762,444 85,722 0.22% 주식
Calamos Wealth Management LLC $1,750,883 85,160 0.22% 주식
Private Advisor Group, LLC $1,743,452 84,798 0.22% 주식
LAKE STREET PRIVATE WEALTH, LLC $1,734,195 84,348 0.22% 주식
Arax Advisory Partners $1,655,646 80,528 0.21% 주식
CAPTRUST FINANCIAL ADVISORS $1,650,390 80,272 0.21% 주식
OPPENHEIMER & CO INC $1,485,583 72,256 0.19% 주식
Snowden Capital Advisors LLC $1,471,859 71,588 0.18% 주식
Beacon Pointe Advisors, LLC $1,469,036 71,451 0.18% 주식
FIFTH THIRD BANCORP $1,346,043 65,469 0.17% 주식
PNC Financial Services Group, Inc. $1,345,136 65,425 0.17% 주식
COMERICA BANK $1,273,670 66,337 0.16% 주식
Mesirow Financial Investment Management, Inc. $1,257,375 61,156 0.16% 주식
CENTRAL TRUST Co $1,213,206 59,008 0.15% 주식
HARBOUR INVESTMENTS, INC. $1,184,580 57,616 0.15% 주식
NewEdge Advisors, LLC $1,184,260 57,600 0.15% 주식
Invesco Ltd. $1,116,634 54,311 0.14% 주식
Dakota Wealth Management $1,111,310 54,052 0.14% 주식
PFG Investments, LLC $976,441 47,492 0.12% 주식
U.S. Capital Wealth Advisors, LLC $929,821 54,312 0.12% 주식
David J Yvars Group $923,797 45,208 0.12% 주식
Concurrent Investment Advisors, LLC $911,731 44,345 0.11% 주식
Waverly Advisors, LLC $876,938 42,653 0.11% 주식
Western Wealth Management, LLC $797,938 38,810 0.10% 주식
Palogic Value Management, L.P. $797,728 38,800 0.10% 주식
Brookstone Capital Management $794,815 38,658 0.10% 주식
Good Life Advisors, LLC $753,075 41,287 0.09% 주식
TrueMark Investments, LLC $733,272 35,665 0.09% 주식
PW Nova Financial Services LLC $729,563 35,485 0.09% 주식
Aptus Capital Advisors, LLC $711,602 34,611 0.09% 주식
Quad-Cities Investment Group, LLC $685,400 33,337 0.09% 주식
QTR Family Wealth, LLC $666,302 32,408 0.08% 주식
NWF Advisory Services Inc. $664,787 32,334 0.08% 주식
Waterloo Capital, L.P. $660,428 32,122 0.08% 주식
GOLDMAN SACHS GROUP INC $658,578 32,032 0.08% 주식
MGB Wealth Management, LLC $655,516 34,141 0.08% 주식
XTX Topco Ltd $650,087 31,619 0.08% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $644,946 31,007 0.08% 주식
Pathstone Holdings, LLC $634,996 30,885 0.08% 주식
Advisory Advocates, LLC $628,601 30,574 0.08% 주식
Integrated Wealth Concepts LLC $611,339 29,734 0.08% 주식
D.A. DAVIDSON & CO. $602,442 29,301 0.08% 주식
Summit Financial, LLC $600,972 29,230 0.08% 주식
Wealthcare Advisory Partners LLC $599,653 29,166 0.08% 주식
Gryphon Financial Partners LLC $595,870 28,982 0.07% 주식
Kovack Advisors, Inc. $593,214 28,768 0.07% 주식
Mezzasalma Advisors, LLC $551,015 26,800 0.07% 주식
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $548,181 26,662 0.07% 주식
LOWE BROCKENBROUGH & CO INC $547,657 26,637 0.07% 주식
MGO ONE SEVEN LLC $529,312 25,745 0.07% 주식
WCG Wealth Advisors LLC $528,146 25,688 0.07% 주식
Baird Financial Group, Inc. $511,492 24,878 0.06% 주식
JANE STREET GROUP, LLC $509,374 24,775 0.06% 주식
DOLIVER ADVISORS, LP $495,151 24,284 0.06% 주식
Creative Planning $492,634 23,961 0.06% 주식
Fairman Group, LLC $484,579 23,569 0.06% 주식
GUARDIAN WEALTH ADVISORS, LLC / NC $469,215 22,822 0.06% 주식
Uniting Wealth Partners, LLC $462,983 22,519 0.06% 주식
Caprock Group, LLC $447,620 21,771 0.06% 주식
Game Plan Financial Advisors, LLC $442,040 21,500 0.06% 주식
ELCO Management Co., LLC $434,289 21,123 0.05% 주식
WealthTrust Axiom LLC $432,031 21,013 0.05% 주식
Litman Gregory Wealth Management LLC $432,000 22,500 0.05% 주식
SMITH, MOORE & CO. $419,424 20,400 0.05% 주식
MOSAIC FAMILY WEALTH PARTNERS, LLC $411,290 20,004 0.05% 주식
Coquina Private Wealth LLC $407,795 19,834 0.05% 주식
IHT Wealth Management, LLC $394,552 19,190 0.05% 주식
Dana Investment Advisors, Inc. $386,261 18,787 0.05% 주식
San Luis Wealth Advisors LLC $383,417 18,649 0.05% 주식
Empower Advisory Group, LLC $378,489 18,409 0.05% 주식
Strategies Wealth Advisors, LLC $369,299 17,962 0.05% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $358,085 17,417 0.04% 주식
Modern Wealth Management, LLC $345,408 16,800 0.04% 주식
Sequoia Financial Advisors, LLC $343,229 16,694 0.04% 주식
EverSource Wealth Advisors, LLC $340,782 16,575 0.04% 주식
STEPHENS INC /AR/ $336,485 16,366 0.04% 주식
Live Oak Private Wealth LLC $332,640 16,179 0.04% 주식
SMH CAPITAL ADVISORS INC $313,545 15,250 0.04% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $310,812 15,066 0.04% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $310,189 15,087 0.04% 주식
NICOLET BANKSHARES INC $309,817 14,967 0.04% 주식
SILVERLAKE WEALTH MANAGEMENT LLC $308,768 15,018 0.04% 주식
Cresset Asset Management, LLC $308,400 15,000 0.04% 주식
Institute for Wealth Management, LLC. $304,988 14,834 0.04% 주식
JPMORGAN CHASE & CO $303,525 14,959 0.04% 주식
XML Financial, LLC $301,780 14,678 0.04% 주식
Corient Private Wealth LP $299,601 14,572 0.04% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $298,922 14,539 0.04% 주식
Stratos Investment Management, LLC $298,208 14,504 0.04% 주식
Chicago Partners Investment Group LLC $294,184 14,614 0.04% 주식
Dynamic Advisor Solutions LLC $293,499 14,275 0.04% 주식
Lantz Financial LLC $287,840 14,000 0.04% 주식
AQR CAPITAL MANAGEMENT LLC $287,429 13,980 0.04% 주식
EP Wealth Advisors, LLC $284,905 13,857 0.04% 주식
CALTON & ASSOCIATES, INC. $280,785 13,657 0.04% 주식
Closed-End Fund Advisors, Inc. $278,300 13,536 0.03% 주식
Kellett Wealth Advisors, LLC $277,087 13,477 0.03% 주식
ELEVATION POINT WEALTH PARTNERS, LLC $275,504 13,400 0.03% 주식
Vestmark Advisory Solutions, Inc. $275,504 13,400 0.03% 주식
Bay Capital Advisors, LLC $275,072 13,379 0.03% 주식
INSIGNEO ADVISORY SERVICES, LLC $270,857 13,174 0.03% 주식
TFG Advisers LLC $267,944 14,690 0.03% 주식
MML INVESTORS SERVICES, LLC $267,754 13,023 0.03% 주식
Signal Advisors Wealth, LLC $264,916 12,885 0.03% 주식
LaSalle St. Investment Advisors, LLC $256,270 12,464 0.03% 주식
Farther Finance Advisors, LLC $255,217 12,413 0.03% 주식
Prospera Financial Services Inc $254,246 12,361 0.03% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $254,080 12,358 0.03% 주식
Founders Financial Alliance, LLC $249,777 12,149 0.03% 주식
BENJAMIN EDWARDS INC $248,166 12,070 0.03% 주식
Ashton Thomas Private Wealth, LLC $245,898 11,960 0.03% 주식
Private Wealth Group, LLC $234,466 11,404 0.03% 주식
MAI Capital Management $234,179 11,390 0.03% 주식
Cerity Partners LLC $230,943 11,233 0.03% 주식
Ameritas Advisory Services, LLC $229,347 11,155 0.03% 주식
NEUBERGER BERMAN GROUP LLC $228,956 11,136 0.03% 주식
Lokken Investment Group LLC $227,853 11,812 0.03% 주식
MOSELEY INVESTMENT MANAGEMENT INC $227,268 13,275 0.03% 주식
CPC Advisors, LLC $224,415 10,915 0.03% 주식
MERCER GLOBAL ADVISORS INC /ADV $223,592 10,875 0.03% 주식
Atria Wealth Solutions, Inc. $222,054 12,174 0.03% 주식
49 WEALTH MANAGEMENT, LLC $221,925 10,794 0.03% 주식
Azimuth Capital Investment Management LLC $220,527 10,726 0.03% 주식
M&T Bank Corp $219,889 10,695 0.03% 주식
Continuum Advisory, LLC $213,968 10,407 0.03% 주식
SP Asset Management LLC $208,099 10,122 0.03% 주식
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $206,895 10,063 0.03% 주식
PRIVATE TRUST CO NA $202,738 9,861 0.03% 주식
IFG Advisory, LLC $202,086 9,829 0.03% 주식
PlanVest Financial, Inc $198,877 9,673 0.02% 주식
LANARK FINANCIAL, INC. $195,841 9,525 0.02% 주식
IFP Advisors, Inc $170,093 8,273 0.02% 주식
AdvisorNet Financial, Inc $161,807 7,870 0.02% 주식
HALBERT HARGROVE GLOBAL ADVISORS, LLC $161,129 7,837 0.02% 주식
Global Retirement Partners, LLC $132,108 6,425 0.02% 주식
HUNTINGTON NATIONAL BANK $131,091 6,376 0.02% 주식
BARRETT & COMPANY, INC. $128,479 6,249 0.02% 주식
CWM, LLC $127,365 7,440 0.02% 주식
Nova Wealth Management, Inc. $115,795 5,632 0.01% 주식
DELTA ASSET MANAGEMENT LLC/TN $104,959 5,105 0.01% 주식
Keating Financial Advisory Services, Inc. $104,507 5,083 0.01% 주식
ROTHSCHILD INVESTMENT LLC $102,800 5,000 0.01% 주식
Atlantic Union Bankshares Corp $91,122 4,432 0.01% 주식
FWL INVESTMENT MANAGEMENT, LLC $72,988 3,550 0.01% 주식
CoreCap Advisors, LLC $71,960 3,500 0.01% 주식
Parallel Advisors, LLC $70,797 3,443 0.01% 주식
Allworth Financial LP $66,409 3,230 0.01% 주식
EASTERN BANK $62,914 3,060 0.01% 주식
Truvestments Capital LLC $55,157 2,683 0.01% 주식
Smartleaf Asset Management LLC $50,779 2,502 0.01% 주식
Dunhill Financial, LLC $49,919 2,428 0.01% 주식
Asset Dedication, LLC $49,344 2,400 0.01% 주식
N.E.W. Advisory Services LLC $45,547 2,215 0.01% 주식
BARTLETT & CO. WEALTH MANAGEMENT LLC $43,423 2,112 0.01% 주식
ASSETMARK, INC $43,136 2,098 0.01% 주식
US BANCORP \DE\ $39,825 1,937 0.01% 주식
Westside Investment Management, Inc. $36,062 1,754 0.00% 주식
Pacific Center for Financial Services $34,788 1,692 0.00% 주식
WOLFF WIESE MAGANA LLC $34,747 1,690 0.00% 주식
Kilter Group LLC $30,840 1,500 0.00% 주식
Lindbrook Capital, LLC $29,901 1,848 0.00% 주식
ORG Partners LLC $28,800 1,500 0.00% 주식
Princeton Global Asset Management LLC $24,672 1,200 0.00% 주식
First Pacific Financial $24,135 1,174 0.00% 주식
Geneos Wealth Management Inc. $22,822 1,110 0.00% 주식
Quent Capital, LLC $21,115 1,027 0.00% 주식
Fortis Group Advisors, LLC $20,560 1,000 0.00% 주식
Hilton Head Capital Partners, LLC $18,504 900 0.00% 주식
ARMSTRONG ADVISORY GROUP, INC $17,753 863 0.00% 주식
Private Wealth Asset Management, LLC $15,420 750 0.00% 주식
Salomon & Ludwin, LLC $14,152 686 0.00% 주식
Financial Network Wealth Advisors LLC $10,691 520 0.00% 주식
Fairscale Capital, LLC $10,280 500 0.00% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $9,587 560 0.00% 주식
AMERIFLEX GROUP, INC. $9,252 450 0.00% 주식
EVOLUTION WEALTH MANAGEMENT INC. $8,430 410 0.00% 주식
CGC Financial Services, LLC $8,245 401 0.00% 주식
North Star Investment Management Corp. $8,224 400 0.00% 주식
Ares Financial Consulting, LLC $5,269 256 0.00% 주식
Key Financial Inc $5,140 250 0.00% 주식
Janney Montgomery Scott LLC $4,877 237,208 0.00% 주식
City State Bank $4,112 200 0.00% 주식
SOA Wealth Advisors, LLC. $3,819 186 0.00% 주식
Cambridge Investment Research Advisors, Inc. $3,375 164,163 0.00% 주식
Providence Capital Advisors, LLC $2,879 140 0.00% 주식
WEDBUSH SECURITIES INC $397 19,287 0.00% 주식
Tidemark, LLC $350 17 0.00% 주식
CX Institutional $53 2,586 0.00% 주식
Farmers & Merchants Trust Co of Chambersburg PA $19 940 0.00% 주식
Russell Investments Group, Ltd. $4 0 0.00% 주식