EVF — 기관 투자자 (13F)

57개의 제출자 · $18.5M 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 $3,189,077 640,377 17.22% 주식
WOLVERINE ASSET MANAGEMENT LLC $2,304,341 462,719 12.44% 주식
GUGGENHEIM CAPITAL LLC $1,860,643 373,623 10.05% 주식
ICON ADVISERS INC/CO $1,633,047 327,921 8.82% 주식
Invesco Ltd. $1,114,404 223,776 6.02% 주식
Logan Stone Capital, LLC $946,036 189,967 5.11% 주식
UBS Group AG $613,611 123,215 3.31% 주식
LOOMIS SAYLES & CO L P $611,016 122,694 3.30% 주식
Atlas Wealth LLC $607,082 121,904 3.28% 주식
MORGAN STANLEY $524,556 105,332 2.83% 주식
MELFA WEALTH MANAGEMENT, INC. $500,476 100,497 2.70% 주식
Virtus Investment Advisers, LLC $390,482 78,410 2.11% 주식
Almitas Capital LLC $372,260 74,751 2.01% 주식
Ethos Financial Group, LLC $371,652 74,629 2.01% 주식
Shaker Financial Services, LLC $285,399 57,309 1.54% 주식
LPL Financial LLC $274,680 55,157 1.48% 주식
WELLS FARGO & COMPANY/MN $244,180 49,032 1.32% 주식
OSAIC HOLDINGS, INC. $192,117 38,577 1.04% 주식
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $191,586 38,471 1.03% 주식
SIMON QUICK ADVISORS, LLC $173,891 34,918 0.94% 주식
BANK OF AMERICA CORP /DE/ $165,803 33,294 0.90% 주식
RAYMOND JAMES FINANCIAL INC $152,534 30,629 0.82% 주식
Cetera Investment Advisers $146,337 29,385 0.79% 주식
Matisse Capital $137,360 27,527 0.74% 주식
Tactive Advisors, LLC $127,433 25,589 0.69% 주식
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $116,079 23,309 0.63% 주식
HORIZON KINETICS ASSET MANAGEMENT LLC $108,215 21,730 0.58% 주식
Closed-End Fund Advisors, Inc. $99,829 20,046 0.54% 주식
AMERIPRISE FINANCIAL INC $99,784 20,037 0.54% 주식
Quadrant Private Wealth Management, LLC $92,653 18,605 0.50% 주식
Equitable Holdings, Inc. $92,572 18,589 0.50% 주식
AlTi Global, Inc. $92,374 18,549 0.50% 주식
CITADEL ADVISORS LLC $90,417 18,156 0.49% 주식
Kestra Advisory Services, LLC $79,366 15,937 0.43% 주식
UHLMANN PRICE SECURITIES, LLC $61,704 12,390 0.33% 주식
H D Vest Advisory Services $60,575 10,646 0.33% 주식
Bedel Financial Consulting, Inc. $59,571 11,962 0.32% 주식
Integrated Wealth Concepts LLC $59,048 11,857 0.32% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $54,800 11,004 0.30% 주식
Creative Planning $52,942 10,631 0.29% 주식
Moors & Cabot, Inc. $49,800 10,000 0.27% 주식
PNC Financial Services Group, Inc. $49,800 10,000 0.27% 주식
CONSULTIVA WEALTH MANAGEMENT, CORP. $21,105 4,238 0.11% 주식
Clear Street Group Inc. $16,768 3,367 0.09% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $12,059 2,422 0.07% 주식
SHP Wealth Management $4,980 1,000 0.03% 주식
ROYAL BANK OF CANADA $4,000 902 0.02% 주식
SIT INVESTMENT ASSOCIATES INC $3,839 770,880 0.02% 주식
HIGHLINE WEALTH PARTNERS LLC $3,486 700 0.02% 주식
BNP PARIBAS FINANCIAL MARKETS $2,749 552 0.01% 주식
Cambridge Investment Research Advisors, Inc. $1,863 374,177 0.01% 주식
Rockefeller Capital Management L.P. $1,219 244 0.01% 주식
Farther Finance Advisors, LLC $1,019 205 0.01% 주식
Institute for Wealth Management, LLC. $215 43 0.00% 주식
US BANCORP \DE\ $20 4 0.00% 주식
HUNTINGTON NATIONAL BANK $5 1 0.00% 주식
NewEdge Advisors, LLC $5 1 0.00% 주식