HFSI — 기관 투자자 (13F)

82개의 제출자 · $741.2M 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
New England Capital Financial Advisors LLC $96,418,159 2,742,268 13.01% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91,389,007 2,599,232 12.33% 주식
BANK OF AMERICA CORP /DE/ $74,090,348 2,107,234 10.00% 주식
RAYMOND JAMES FINANCIAL INC $55,660,808 1,583,072 7.51% 주식
Hartford Funds Management Co LLC $54,822,949 1,559,242 7.40% 주식
BENJAMIN EDWARDS INC $34,051,264 968,502 4.59% 주식
Retirement Management Systems Inc. $29,280,651 832,783 3.95% 주식
Modern Wealth Management, LLC $27,201,066 773,637 3.67% 주식
OSAIC HOLDINGS, INC. $25,341,097 720,743 3.42% 주식
Bleakley Financial Group, LLC $22,613,014 643,146 3.05% 주식
Wealthspire Retirement, LLC $21,080,296 600,921 2.84% 주식
Centric Wealth Management $14,435,235 411,612 1.95% 주식
ROYAL BANK OF CANADA $13,702,000 389,715 1.85% 주식
ENVESTNET ASSET MANAGEMENT INC $13,104,536 372,711 1.77% 주식
JONES FINANCIAL COMPANIES LLLP $11,085,006 313,490 1.50% 주식
STIFEL FINANCIAL CORP $10,832,936 308,104 1.46% 주식
Live Oak Investment Partners $9,382,371 266,848 1.27% 주식
Focus Partners Wealth $8,977,407 255,309 1.21% 주식
Mutual Advisors, LLC $8,596,796 244,505 1.16% 주식
GREAT VALLEY ADVISOR GROUP, INC. $8,211,935 233,559 1.11% 주식
CITIZENS FINANCIAL GROUP INC/RI $7,950,094 225,038 1.07% 주식
LPL Financial LLC $7,414,998 210,893 1.00% 주식
MGO ONE SEVEN LLC $7,107,747 202,154 0.96% 주식
TRUIST FINANCIAL CORP $6,842,036 194,597 0.92% 주식
COMMONWEALTH EQUITY SERVICES, LLC $6,293,110 178,985 0.85% 주식
Retirement Planning Group, LLC $6,153,809 175,023 0.83% 주식
Sonoma Allocations LLC $6,026,654 171,553 0.81% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5,865,802 167,236 0.79% 주식
Private Advisor Group, LLC $5,710,772 162,423 0.77% 주식
Sanctuary Advisors, LLC $5,078,088 144,428 0.69% 주식
WNY Asset Management, LLC $3,826,236 108,824 0.52% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $3,600,890 103,237 0.49% 주식
Diversify Advisory Services, LLC $3,600,890 103,237 0.49% 주식
MML INVESTORS SERVICES, LLC $3,189,082 90,702 0.43% 주식
Strategic Blueprint, LLC $2,974,290 84,593 0.40% 주식
CARY STREET PARTNERS FINANCIAL LLC $2,697,827 76,730 0.36% 주식
JPMORGAN CHASE & CO $2,312,191 65,622 0.31% 주식
Beacon Pointe Advisors, LLC $2,298,585 65,375 0.31% 주식
Kovack Advisors, Inc. $1,792,404 51,047 0.24% 주식
&PARTNERS $1,525,225 43,039 0.21% 주식
Destiny Capital Corp/CO $1,335,539 37,985 0.18% 주식
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $1,311,679 37,306 0.18% 주식
EP Wealth Advisors, LLC $1,267,975 36,063 0.17% 주식
Cetera Investment Advisers $1,194,935 33,986 0.16% 주식
Steward Partners Investment Advisory, LLC $1,112,568 31,643 0.15% 주식
Hobart Private Capital, LLC $909,800 25,876 0.12% 주식
Mariner, LLC $788,182 22,417 0.11% 주식
AdvisorNet Financial, Inc $776,848 22,095 0.10% 주식
Arkadios Wealth Advisors $715,610 20,353 0.10% 주식
UPTICK PARTNERS, LLC $649,015 18,459 0.09% 주식
CORE WEALTH ADVISORS, LLC $632,564 17,991 0.09% 주식
SURIENCE PRIVATE WEALTH LLC $631,755 17,968 0.09% 주식
Evergreen Wealth Partners LLC $611,538 17,393 0.08% 주식
FLAGSHIP HARBOR ADVISORS, LLC $591,919 16,835 0.08% 주식
Marks Group Wealth Management, Inc $571,772 16,263 0.08% 주식
HARBOUR INVESTMENTS, INC. $556,426 15,826 0.08% 주식
Capital Investment Advisory Services, LLC $553,875 15,753 0.07% 주식
Concurrent Investment Advisors, LLC $488,927 13,906 0.07% 주식
CWC Advisors, LLC. $401,105 11,408 0.05% 주식
Vise Technologies, Inc. $383,947 10,920 0.05% 주식
Meridian Financial Advisors, LLC $332,842 9,466 0.04% 주식
Bright Futures Wealth Management, LLC. $329,578 9,374 0.04% 주식
StoneX Group Inc. $314,420 8,919 0.04% 주식
Cypress Wealth Services, LLC $308,865 8,785 0.04% 주식
Coquina Private Wealth LLC $293,691 8,353 0.04% 주식
AXXCESS WEALTH MANAGEMENT, LLC $245,522 6,983 0.03% 주식
Stonebridge Financial Group, LLC / MO $244,428 6,952 0.03% 주식
Summit Financial, LLC $239,818 6,788 0.03% 주식
ALEXANDER LABRUNERIE & CO., INC. $231,142 6,574 0.03% 주식
BARNES PETTEY FINANCIAL ADVISORS, LLC $201,358 5,726 0.03% 주식
Wealth Enhancement Trust Services, Inc. $192,466 5,474 0.03% 주식
IFP Advisors, Inc $98,202 2,793 0.01% 주식
Geneos Wealth Management Inc. $73,906 2,102 0.01% 주식
Continuum Advisory, LLC $30,800 876 0.00% 주식
Bogart Wealth, LLC $25,444 724 0.00% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $18,832 536 0.00% 주식
FSA Wealth Management LLC $7,112 200 0.00% 주식
MORGAN STANLEY $5,913 168 0.00% 주식
Rockefeller Capital Management L.P. $2,848 81 0.00% 주식
Cambridge Investment Research Advisors, Inc. $2,793 79,450 0.00% 주식
NATIXIS ADVISORS, LLC $2,229 63,397 0.00% 주식
Capital Analysts, LLC $183 5,206 0.00% 주식