GDLC — 기관 투자자 (13F)

84개의 제출자 · $55.2M 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
Cetera Investment Advisers $5,064,253 191,900 9.17% 주식
INDEPENDENT FINANCIAL GROUP, LLC $4,379,868 114,178 7.93% 주식
ENVESTNET ASSET MANAGEMENT INC $3,909,984 148,162 7.08% 주식
Rehmann Capital Advisory Group $3,869,729 146,490 7.01% 주식
BIP Wealth, LLC $2,832,119 73,830 5.13% 주식
Hartmann Taylor Wealth Management, LLC $2,803,617 73,087 5.08% 주식
Aries Wealth Management $2,256,911 58,835 4.09% 주식
Integrated Wealth Concepts LLC $2,235,761 84,720 4.05% 주식
DWM Financial Group, Inc. $1,998,349 48,359 3.62% 주식
Pasadena Private Wealth, LLC $1,649,164 62,492 2.99% 주식
Pathstone Holdings, LLC $1,641,563 62,204 2.97% 주식
U.S. Capital Wealth Advisors, LLC $1,624,032 52,069 2.94% 주식
DeDora Capital, Inc. $1,556,739 40,582 2.82% 주식
Arax Advisory Partners $1,375,262 52,113 2.49% 주식
Wealthspire Advisors, LLC $1,267,090 48,014 2.29% 주식
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1,202,513 45,567 2.18% 주식
Elyxium Wealth, LLC $1,166,413 30,407 2.11% 주식
Mariner, LLC $1,102,337 41,771 2.00% 주식
HORIZON KINETICS ASSET MANAGEMENT LLC $1,082,755 41,029 1.96% 주식
NAPA WEALTH MANAGEMENT $999,101 17,873 1.81% 주식
KMT WEALTH MANAGEMENT, LLC $963,341 36,504 1.74% 주식
Keystone Financial Services, LLC $913,200 34,604 1.65% 주식
Professional Financial Advisors, LLC $818,812 21,345 1.48% 주식
MATHER GROUP, LLC. $618,171 16,115 1.12% 주식
Modern Wealth Management, LLC $575,117 21,793 1.04% 주식
Prosperity Wealth Management, Inc. $533,069 12,900 0.97% 주식
Fortis Group Advisors, LLC $494,681 18,745 0.90% 주식
Rossmore Private Capital $485,254 12,650 0.88% 주식
HUNTINGTON NATIONAL BANK $408,140 15,566 0.74% 주식
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $327,236 12,400 0.59% 주식
Formidable Asset Management, LLC $323,378 10,368 0.59% 주식
Soltis Investment Advisors LLC $307,745 11,661 0.56% 주식
Balboa Wealth Partners $302,541 7,887 0.55% 주식
Creative Planning $301,954 11,442 0.55% 주식
Visionary Wealth Advisors $290,818 11,020 0.53% 주식
Fort Point Capital Partners LLC $247,353 9,373 0.45% 주식
Farther Finance Advisors, LLC $233,843 6,096 0.42% 주식
KINGSWOOD WEALTH ADVISORS, LLC $231,963 6,047 0.42% 주식
MONETA GROUP INVESTMENT ADVISORS LLC $225,580 8,548 0.41% 주식
Avior Wealth Management, LLC $220,954 5,760 0.40% 주식
Alesco Advisors, LLC, An ESL Co $218,747 8,289 0.40% 주식
Claro Advisors Inc. $209,247 7,929 0.38% 주식
Burford Brothers, Inc. $208,256 5,429 0.38% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $207,074 5,580 0.38% 주식
COMMONWEALTH EQUITY SERVICES, LLC $200,270 7,589 0.36% 주식
OAKWORTH CAPITAL, INC. $176,686 4,606 0.32% 주식
OSAIC HOLDINGS, INC. $172,246 6,527 0.31% 주식
CIBC Private Wealth Group LLC $117,166 2,096 0.21% 주식
WOLFF WIESE MAGANA LLC $107,447 2,801 0.19% 주식
Benson Wealth Management INC $101,522 3,847 0.18% 주식
MCF Advisors LLC $96,667 3,663 0.18% 주식
CWM, LLC $57,889 1,856 0.10% 주식
Global Retirement Partners, LLC $54,100 2,050 0.10% 주식
Federation des caisses Desjardins du Quebec $52,440 2,000 0.09% 주식
Noble Wealth Management PBC $51,633 1,346 0.09% 주식
JFS WEALTH ADVISORS, LLC $36,150 1,159 0.07% 주식
WPG Advisers, LLC $33,028 861 0.06% 주식
HARBOUR INVESTMENTS, INC. $28,369 1,075 0.05% 주식
ROTHSCHILD INVESTMENT LLC $26,390 1,000 0.05% 주식
Wilkerson Advisory Group LLC $21,021 548 0.04% 주식
SOA Wealth Advisors, LLC. $18,974 719 0.03% 주식
Center for Financial Planning, Inc. $18,412 480 0.03% 주식
Clearstead Advisors, LLC $18,342 695 0.03% 주식
ROYAL BANK OF CANADA $17,000 656 0.03% 주식
US BANCORP \DE\ $16,520 626 0.03% 주식
Allworth Financial LP $12,457 472 0.02% 주식
Manchester Capital Management LLC $11,526 300 0.02% 주식
Larson Financial Group LLC $10,371 393 0.02% 주식
Ameritas Advisory Services, LLC $9,553 362 0.02% 주식
Anfield Capital Management, LLC $9,357 300 0.02% 주식
MCGUIRE CAPITAL ADVISORS INC $8,709 330 0.02% 주식
Sankala Group LLC $8,284 284 0.02% 주식
Truvestments Capital LLC $7,099 269 0.01% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,466 245 0.01% 주식
Financial Perspectives, Inc $5,832 221 0.01% 주식
Parallel Advisors, LLC $4,750 180 0.01% 주식
Sunbelt Securities, Inc. $4,211 135 0.01% 주식
Bullseye Investment Management, LLC $3,959 150 0.01% 주식
LANARK FINANCIAL, INC. $3,836 100 0.01% 주식
Blue Trust, Inc. $603 16 0.00% 주식
Cambridge Investment Research Advisors, Inc. $261 9,896 0.00% 주식
ASSETMARK, INC $77 2 0.00% 주식
Smithfield Trust Co $36 1,420 0.00% 주식
Forum Finance Group S.A. $5 215 0.00% 주식