IBD — 기관 투자자 (13F)

116개의 제출자 · $362.5M 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
Inspire Advisors, LLC $97,515,524 4,102,463 26.90% 주식
Faithward Advisors, LLC $40,786,956 1,715,901 11.25% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $23,016,017 968,280 6.35% 주식
LPL Financial LLC $19,569,507 823,286 5.40% 주식
Inspire Investing, LLC $19,277,406 838,148 5.32% 주식
Bare Financial Services, Inc $18,899,379 795,094 5.21% 주식
OneAscent Financial Services LLC $13,046,896 548,881 3.60% 주식
Plan A Wealth LLC $9,103,906 395,821 2.51% 주식
PAX Financial Group, LLC $8,287,765 348,665 2.29% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $6,354,555 267,448 1.75% 주식
Legacy Wealth Asset Management, LLC $5,891,243 256,141 1.63% 주식
ASSETMARK, INC $5,763,928 250,606 1.59% 주식
LVZ, Inc. $4,556,025 198,088 1.26% 주식
Range Financial Group LLC $4,508,049 196,002 1.24% 주식
Valmark Advisers, Inc. $4,455,551 187,444 1.23% 주식
Allworth Financial LP $4,295,252 180,701 1.18% 주식
ENVESTNET ASSET MANAGEMENT INC $4,281,706 180,131 1.18% 주식
WorthPointe, LLC $3,664,638 154,171 1.01% 주식
OneAscent Investment Solutions LLC $3,516,462 147,937 0.97% 주식
OSAIC HOLDINGS, INC. $2,998,525 126,122 0.83% 주식
TrueWealth Advisors, LLC $2,906,905 126,387 0.80% 주식
GOLDMAN SACHS GROUP INC $2,727,251 114,735 0.75% 주식
Belpointe Asset Management LLC $2,527,564 106,334 0.70% 주식
Farther Finance Advisors, LLC $2,474,959 107,607 0.68% 주식
CITADEL ADVISORS LLC $2,326,822 97,889 0.64% 주식
RAYMOND JAMES FINANCIAL INC $2,261,779 95,153 0.62% 주식
Simplicity Wealth,LLC $2,229,822 96,949 0.62% 주식
VICUS CAPITAL $2,162,718 90,985 0.60% 주식
Kestra Advisory Services, LLC $2,096,785 88,211 0.58% 주식
Cetera Investment Advisers $1,878,966 79,048 0.52% 주식
AlphaStar Capital Management, LLC $1,754,169 76,268 0.48% 주식
IFP Advisors, Inc $1,684,198 73,226 0.46% 주식
SUMMIT WEALTH GROUP LLC / CO $1,441,270 60,634 0.40% 주식
Discipline Wealth Solutions, LLC $1,399,113 60,831 0.39% 주식
Optivise Advisory Services LLC $1,319,096 57,352 0.36% 주식
Cornerstone Financial Management LLC $1,267,864 53,339 0.35% 주식
AE Wealth Management LLC $1,138,142 47,881 0.31% 주식
LaSalle St. Investment Advisors, LLC $1,134,066 47,710 0.31% 주식
First Heartland Consultants, Inc. $1,070,006 46,522 0.30% 주식
Allen Capital Group, LLC $1,035,276 45,012 0.29% 주식
SILVER OAK SECURITIES, INCORPORATED $996,665 41,930 0.27% 주식
HFG Wealth Management, LLC $956,248 40,229 0.26% 주식
Tulsa Wealth Advisors, INC $886,592 37,299 0.24% 주식
TRUST POINT INC. $807,369 35,103 0.22% 주식
LifeGuide Financial Advisors, LLC $769,727 33,466 0.21% 주식
LITTLEJOHN FINANCIAL SERVICES, INC. $743,953 31,298 0.21% 주식
COMMONWEALTH EQUITY SERVICES, LLC $694,480 29,217 0.19% 주식
HARBOUR INVESTMENTS, INC. $690,548 29,051 0.19% 주식
H D Vest Advisory Services $688,925 28,693 0.19% 주식
Cyndeo Wealth Partners, LLC $644,988 28,043 0.18% 주식
Merit Financial Group, LLC $606,772 25,527 0.17% 주식
Larry Mathis Financial Planning, LLC $592,526 25,762 0.16% 주식
Hanson & Doremus Investment Management $591,000 25,706 0.16% 주식
Keel Point, LLC $589,639 24,806 0.16% 주식
ROYAL BANK OF CANADA $573,000 24,127 0.16% 주식
Pioneer Wealth Management Group $542,908 23,605 0.15% 주식
RMG Wealth Management LLC $541,834 23,235 0.15% 주식
JOHNSON INVESTMENT COUNSEL INC $520,892 21,914 0.14% 주식
INDEPENDENT FINANCIAL GROUP, LLC $512,578 22,286 0.14% 주식
CWM, LLC $477,641 20,021 0.13% 주식
Turning Point Benefit Group, Inc. $465,888 19,600 0.13% 주식
EverSource Wealth Advisors, LLC $463,615 19,504 0.13% 주식
Advisory Services Network, LLC $455,505 19,163 0.13% 주식
Demars Financial Group, LLC $446,982 19,434 0.12% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $446,329 18,777 0.12% 주식
Sterling Investment Advisors, Ltd. $437,000 19,000 0.12% 주식
BENJAMIN EDWARDS INC $433,444 18,235 0.12% 주식
Blue Trust, Inc. $399,649 17,376 0.11% 주식
Waverly Advisors, LLC $387,071 16,284 0.11% 주식
MML INVESTORS SERVICES, LLC $381,168 16,036 0.11% 주식
Stewardship Advisors, LLC $374,532 16,284 0.10% 주식
Revisor Wealth Management LLC $359,577 15,479 0.10% 주식
Cornerstone Wealth Management, LLC $348,064 14,643 0.10% 주식
Trek Financial, LLC $347,708 14,628 0.10% 주식
PANORAMIC INVESTMENT ADVISORS, LLC $344,665 14,500 0.10% 주식
Hobbs Group Advisors, LLC $344,371 14,488 0.09% 주식
MRA Advisory Group $343,227 14,923 0.09% 주식
Atria Investments, Inc $326,393 14,191 0.09% 주식
HOWARD BAILEY SECURITIES, LLC $321,086 13,960 0.09% 주식
RFG Advisory, LLC $318,257 13,389 0.09% 주식
Harvest Investment Services, LLC $302,126 12,710 0.08% 주식
Atria Wealth Solutions, Inc. $301,830 12,544 0.08% 주식
Pinnacle Financial Partners, Inc. $296,721 12,483 0.08% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $259,873 11,274 0.07% 주식
PVG ASSET MANAGEMENT CORP $256,473 11,151 0.07% 주식
Schwallier Wealth Management LLC $252,691 10,631 0.07% 주식
Bedel Financial Consulting, Inc. $251,201 10,568 0.07% 주식
CreativeOne Wealth, LLC $246,659 10,377 0.07% 주식
Straight Path Wealth Management $244,145 10,615 0.07% 주식
STIFEL FINANCIAL CORP $243,094 10,227 0.07% 주식
Sheets Smith Investment Management $221,480 9,171 0.06% 주식
Private Advisor Group, LLC $210,747 8,866 0.06% 주식
Triad Wealth Partners, LLC $208,219 9,053 0.06% 주식
Van Diest Capital, LLC $207,337 8,723 0.06% 주식
Christian Investment Advisors, Inc. $206,943 8,706 0.06% 주식
D.A. DAVIDSON & CO. $200,452 8,433 0.06% 주식
SHP Wealth Management $166,485 7,004 0.05% 주식
WELLS FARGO & COMPANY/MN $144,481 6,078 0.04% 주식
Root Financial Partners, LLC $99,889 4,343 0.03% 주식
IFG Advisory, LLC $85,496 3,597 0.02% 주식
Ameritas Investment Partners, Inc. $60,563 2,548 0.02% 주식
Continuum Advisory, LLC $56,073 2,359 0.02% 주식
Keating Financial Advisory Services, Inc. $47,160 1,984 0.01% 주식
Buck Wealth Strategies, LLC $36,681 1,543 0.01% 주식
DeDora Capital, Inc. $28,083 1,221 0.01% 주식
Ameritas Advisory Services, LLC $25,779 1,085 0.01% 주식
Arax Advisory Partners $17,400 732 0.00% 주식
Geneos Wealth Management Inc. $13,264 558 0.00% 주식
Smartleaf Asset Management LLC $8,907 373 0.00% 주식
Godfrey Financial Associates, Inc. $4,041 170 0.00% 주식
MORGAN STANLEY $1,744 73 0.00% 주식
Aptus Capital Advisors, LLC $1,450 61 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,123 47,251 0.00% 주식
UBS Group AG $1,093 46 0.00% 주식
Thrivent Financial for Lutherans $251 10,545 0.00% 주식
CX Institutional $55 2,374 0.00% 주식