EFR — 기관 투자자 (13F)

102개의 제출자 · $118.1M 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
1607 Capital Partners, LLC $9,429,951 889,618 7.99% 주식
Pathstone Holdings, LLC $6,695,279 631,630 5.67% 주식
AMERIPRISE FINANCIAL INC $6,288,638 593,268 5.33% 주식
Advisors Asset Management, Inc. $6,161,400 553,088 5.22% 주식
Invesco Ltd. $6,033,912 569,237 5.11% 주식
Saba Capital Management, L.P. $5,771,202 544,453 4.89% 주식
LOOMIS SAYLES & CO L P $5,086,241 479,834 4.31% 주식
BANK OF AMERICA CORP /DE/ $4,970,627 468,927 4.21% 주식
MORGAN STANLEY $4,967,990 468,678 4.21% 주식
WELLS FARGO & COMPANY/MN $4,725,324 445,785 4.00% 주식
GUGGENHEIM CAPITAL LLC $4,654,979 439,149 3.94% 주식
Gridiron Partners, LLC $4,599,298 433,896 3.89% 주식
Logan Stone Capital, LLC $4,126,082 389,253 3.49% 주식
Marble Harbor Investment Counsel, LLC $3,458,515 326,275 2.93% 주식
Baird Financial Group, Inc. $3,284,474 309,856 2.78% 주식
WOLVERINE ASSET MANAGEMENT LLC $3,082,978 290,847 2.61% 주식
Balyasny Asset Management L.P. $2,336,134 220,390 1.98% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,149,345 202,768 1.82% 주식
Ethos Financial Group, LLC $2,049,151 193,316 1.74% 주식
WHITE PINE CAPITAL LLC $2,025,936 191,126 1.72% 주식
LPL Financial LLC $1,855,080 175,008 1.57% 주식
ICON ADVISERS INC/CO $1,746,180 164,734 1.48% 주식
OSAIC HOLDINGS, INC. $1,602,282 151,159 1.36% 주식
CWM, LLC $1,566,589 148,633 1.33% 주식
Atlas Wealth LLC $1,557,193 146,905 1.32% 주식
Verity Asset Management, Inc. $1,536,237 144,928 1.30% 주식
ENVESTNET ASSET MANAGEMENT INC $1,405,184 132,565 1.19% 주식
Collar Capital Management, LLC $1,119,572 105,620 0.95% 주식
HOURGLASS CAPITAL, LLC $1,022,900 96,500 0.87% 주식
GOLDMAN SACHS GROUP INC $866,571 81,752 0.73% 주식
Garner Asset Management Corp $579,920 54,709 0.49% 주식
Almitas Capital LLC $576,566 54,393 0.49% 주식
Calamos Advisors LLC $530,106 50,010 0.45% 주식
Capital Investment Advisors, LLC $493,619 46,568 0.42% 주식
UBS Group AG $445,296 42,009 0.38% 주식
Altman Advisors, Inc. $442,252 52,675 0.37% 주식
OPPENHEIMER & CO INC $434,208 40,963 0.37% 주식
SIMON QUICK ADVISORS, LLC $414,394 39,094 0.35% 주식
Cetera Investment Advisers $413,481 39,007 0.35% 주식
RAYMOND JAMES FINANCIAL INC $339,733 32,050 0.29% 주식
RWA WEALTH PARTNERS, LLC $326,448 30,797 0.28% 주식
Closed-End Fund Advisors, Inc. $285,988 26,980 0.24% 주식
SHUFRO ROSE & CO LLC $272,420 25,700 0.23% 주식
MAI Capital Management $269,064 25,383 0.23% 주식
WESCAP Management Group, Inc. $257,612 24,303 0.22% 주식
AEGON USA Investment Management, LLC $255,672 24,120 0.22% 주식
Sandy Spring Bank $251,125 20,500 0.21% 주식
INTEGRATED CAPITAL MANAGEMENT, INC. $241,788 22,810 0.20% 주식
Fiduciary Alliance LLC $229,437 21,645 0.19% 주식
XTX Topco Ltd $226,109 21,331 0.19% 주식
HORIZON KINETICS ASSET MANAGEMENT LLC $212,011 20,001 0.18% 주식
NOMURA HOLDINGS INC $212,000 20,000 0.18% 주식
CARDIFF PARK ADVISORS, LLC $210,760 19,883 0.18% 주식
Fortitude Advisory Group L.L.C. $210,713 19,879 0.18% 주식
H D Vest Advisory Services $202,350 16,696 0.17% 주식
ROYAL BANK OF CANADA $201,000 18,963 0.17% 주식
NATIONAL BANK OF CANADA /FI/ $191,683 18,169 0.16% 주식
Beacon Pointe Advisors, LLC $183,685 17,329 0.16% 주식
Private Advisor Group, LLC $183,221 17,285 0.16% 주식
Prospera Financial Services Inc $174,398 16,450 0.15% 주식
Concurrent Investment Advisors, LLC $162,665 15,346 0.14% 주식
Fund Advisors of America Inc/FL $161,574 15,243 0.14% 주식
Orion Portfolio Solutions, LLC $156,019 12,189 0.13% 주식
Sigma Planning Corp $153,074 14,441 0.13% 주식
HighTower Advisors, LLC $152,396 14,377 0.13% 주식
NewEdge Advisors, LLC $152,372 14,375 0.13% 주식
Focus Partners Wealth $150,897 14,235 0.13% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $145,295 13,668 0.12% 주식
MML INVESTORS SERVICES, LLC $142,112 13,407 0.12% 주식
FIFTH THIRD BANCORP $135,373 12,771 0.11% 주식
COMERICA BANK $132,530 11,897 0.11% 주식
SYNOVUS FINANCIAL CORP $122,431 10,702 0.10% 주식
Oxbow Advisors, LLC $121,900 11,500 0.10% 주식
Aviance Capital Partners, LLC $115,932 10,937 0.10% 주식
Pinnacle Financial Partners, Inc. $113,441 10,702 0.10% 주식
Sanctuary Advisors, LLC $113,078 10,668 0.10% 주식
MELFA WEALTH MANAGEMENT, INC. $108,904 10,274 0.09% 주식
Sandy Cove Advisors, LLC $106,000 10,000 0.09% 주식
MONTAG A & ASSOCIATES INC $52,248 4,929 0.04% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,249 2,099 0.02% 주식
Steward Partners Investment Advisory, LLC $19,059 1,798 0.02% 주식
Salomon & Ludwin, LLC $16,896 1,600 0.01% 주식
US BANCORP \DE\ $15,900 1,500 0.01% 주식
CoreCap Advisors, LLC $14,840 1,400 0.01% 주식
BARRETT & COMPANY, INC. $13,780 1,300 0.01% 주식
BNP PARIBAS FINANCIAL MARKETS $12,572 1,186 0.01% 주식
Farther Finance Advisors, LLC $10,229 965 0.01% 주식
LANARK FINANCIAL, INC. $3,975 375 0.00% 주식
COHEN & STEERS, INC. $3,741 352,902 0.00% 주식
SIT INVESTMENT ASSOCIATES INC $2,542 239,791 0.00% 주식
Tower Research Capital LLC (TRC) $2,502 236 0.00% 주식
HARBOUR INVESTMENTS, INC. $2,459 232 0.00% 주식
Rockefeller Capital Management L.P. $2,385 225 0.00% 주식
HIGHLINE WEALTH PARTNERS LLC $2,120 200 0.00% 주식
PARK AVENUE SECURITIES LLC $1,069 100,827 0.00% 주식
Larson Financial Group LLC $995 94 0.00% 주식
ASSETMARK, INC $678 64 0.00% 주식
Cambridge Investment Research Advisors, Inc. $490 46,251 0.00% 주식
HRT FINANCIAL LP $132 12,521 0.00% 주식
WHITTIER TRUST CO OF NEVADA INC $127 12 0.00% 주식
HUNTINGTON NATIONAL BANK $11 1 0.00% 주식
JPMORGAN CHASE & CO $5 0 0.00% 주식