IBMT — 기관 투자자 (13F)

74개의 제출자 · $99.9M 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
HighTower Advisors, LLC $16,715,863 647,902 16.74% 주식
MERCER GLOBAL ADVISORS INC /ADV $12,345,223 478,497 12.36% 주식
Vishria Bird Financial Group, LLC $10,567,888 408,263 10.58% 주식
US BANCORP \DE\ $5,804,923 224,997 5.81% 주식
BANK OF AMERICA CORP /DE/ $4,058,315 157,299 4.06% 주식
Praetorian Wealth Management, Inc. $3,653,538 141,610 3.66% 주식
LBMC INVESTMENT ADVISORS, LLC $3,408,180 132,100 3.41% 주식
Hills Bank & Trust Co $2,894,528 112,191 2.90% 주식
Quantum Financial Advisors, LLC $2,674,547 103,665 2.68% 주식
Focus Partners Wealth $2,602,059 100,855 2.61% 주식
COLDSTREAM CAPITAL MANAGEMENT INC $2,512,920 97,400 2.52% 주식
ASSETMARK, INC $2,133,608 82,698 2.14% 주식
Ellis Investment Partners, LLC $1,839,383 71,293 1.84% 주식
ROYAL BANK OF CANADA $1,478,000 57,275 1.48% 주식
COMMONWEALTH EQUITY SERVICES, LLC $1,200,830 46,544 1.20% 주식
Kestra Advisory Services, LLC $1,186,195 45,977 1.19% 주식
NewEdge Advisors, LLC $1,040,616 40,334 1.04% 주식
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,034,090 40,081 1.04% 주식
GC Wealth Management RIA, LLC $1,015,540 39,362 1.02% 주식
CENTRAL TRUST Co $985,741 38,207 0.99% 주식
SPINNAKER TRUST $945,080 36,631 0.95% 주식
Jacobi Capital Management LLC $944,744 36,618 0.95% 주식
Curbstone Financial Management Corp $940,410 36,450 0.94% 주식
Atlantic Union Bankshares Corp $934,553 36,223 0.94% 주식
UBS Group AG $844,253 32,723 0.85% 주식
Cyndeo Wealth Partners, LLC $827,699 32,081 0.83% 주식
Valmark Advisers, Inc. $803,515 31,144 0.80% 주식
GOLDMAN SACHS GROUP INC $790,925 30,656 0.79% 주식
CWM, LLC $731,635 28,505 0.73% 주식
LEAVELL INVESTMENT MANAGEMENT, INC. $710,274 27,530 0.71% 주식
IFP Advisors, Inc $643,916 24,958 0.64% 주식
LPL Financial LLC $635,934 24,649 0.64% 주식
DROMS STRAUSS ADVISORS INC /MO/ /ADV $628,230 24,350 0.63% 주식
Sanctuary Advisors, LLC $613,747 23,789 0.61% 주식
STIFEL FINANCIAL CORP $584,036 22,637 0.58% 주식
Godshalk Welsh Capital Management, Inc. $541,800 21,000 0.54% 주식
Rossmore Private Capital $527,713 20,454 0.53% 주식
Paradigm, Strategies in Wealth Management, LLC $513,575 19,906 0.51% 주식
Aspen Wealth Management LLC $502,403 19,473 0.50% 주식
Newman Dignan & Sheerar, Inc. $490,333 19,005 0.49% 주식
Beacon Pointe Advisors, LLC $443,521 17,191 0.44% 주식
RAYMOND JAMES FINANCIAL INC $440,303 17,066 0.44% 주식
Parallel Advisors, LLC $402,480 15,600 0.40% 주식
SIGMA INVESTMENT COUNSELORS INC $375,507 14,630 0.38% 주식
HOWLAND CAPITAL MANAGEMENT LLC $370,488 14,360 0.37% 주식
Balefire, LLC $335,323 12,997 0.34% 주식
IFG Advisory, LLC $306,211 11,869 0.31% 주식
Syntegra Private Wealth Group, LLC $299,048 11,591 0.30% 주식
Pacific Excel Wealth Advisors, Inc. $281,813 10,923 0.28% 주식
Heritage Family Offices, LLP $281,813 10,923 0.28% 주식
SCHMIDT P J INVESTMENT MANAGEMENT INC $279,672 10,840 0.28% 주식
Sterling Investment Advisors, Ltd. $277,995 10,775 0.28% 주식
MEMBERS WEALTH LLC $254,568 9,867 0.25% 주식
Capital Investment Advisors, LLC $253,032 9,807 0.25% 주식
Cornell Pochily Investment Advisors, Inc. $232,071 8,995 0.23% 주식
Archford Capital Strategies, LLC $220,384 8,542 0.22% 주식
Cetera Investment Advisers $214,217 8,303 0.21% 주식
Carnegie Investment Counsel $206,400 8,000 0.21% 주식
MORGAN STANLEY $187,927 7,284 0.19% 주식
Addison Advisors LLC $130,806 5,070 0.13% 주식
Crews Bank & Trust $109,650 4,250 0.11% 주식
Princeton Global Asset Management LLC $100,104 3,880 0.10% 주식
10Elms LLP $90,300 3,500 0.09% 주식
HARBOUR INVESTMENTS, INC. $88,261 3,421 0.09% 주식
Global Retirement Partners, LLC $81,760 3,169 0.08% 주식
MidFirst Bank $79,206 3,070 0.08% 주식
JPMORGAN CHASE & CO $47,067 1,825 0.05% 주식
OSAIC HOLDINGS, INC. $41,280 1,600 0.04% 주식
Sarver Vrooman Wealth Advisors $38,864 1,576 0.04% 주식
ADIRONDACK TRUST CO $34,919 1,354 0.03% 주식
BARRETT & COMPANY, INC. $25,800 1,000 0.03% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $18,266 708 0.02% 주식
JONES FINANCIAL COMPANIES LLLP $12,163 472 0.01% 주식
BlackRock, Inc. $1,677 65 0.00% 주식