IDEQ — 기관 투자자 (13F)

94개의 제출자 · $663.7M 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
LPL Financial LLC $85,025,063 2,424,439 12.81% 주식
RAYMOND JAMES FINANCIAL INC $60,574,254 1,727,238 9.13% 주식
Northwest Financial Advisors $58,779,265 1,676,055 8.86% 주식
Bank of New York Mellon Corp $55,053,059 1,569,805 8.29% 주식
CIBC Bancorp USA Inc. $40,808,139 1,168,787 6.15% 주식
TOMPKINS FINANCIAL CORP $30,490,735 869,425 4.59% 주식
Snowden Capital Advisors LLC $21,911,315 624,788 3.30% 주식
DENVER WEALTH MANAGEMENT, INC. $19,738,185 562,823 2.97% 주식
Alliance Wealth Advisors, LLC $15,970,317 455,384 2.41% 주식
JONES FINANCIAL COMPANIES LLLP $15,872,289 458,737 2.39% 주식
NORTHLAND SECURITIES, INC. $14,474,721 412,738 2.18% 주식
JSF Financial, LLC $14,349,926 409,180 2.16% 주식
Pinnacle Wealth Management, LLC $14,235,672 405,922 2.14% 주식
ENVESTNET ASSET MANAGEMENT INC $13,089,831 373,249 1.97% 주식
Navigation Group, LLC $11,747,328 334,968 1.77% 주식
Meridian Financial Partners LLC $11,069,925 319,202 1.67% 주식
Members Advisory Group LLC $10,913,467 311,190 1.64% 주식
Western Wealth Management, LLC $10,834,562 308,941 1.63% 주식
Prosperity Bancshares Inc $10,811,204 308,275 1.63% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10,603,555 302,354 1.60% 주식
COMMONWEALTH EQUITY SERVICES, LLC $9,625,401 274,463 1.45% 주식
PNC Financial Services Group, Inc. $8,790,305 250,650 1.32% 주식
WELLS FARGO & COMPANY/MN $7,425,582 211,736 1.12% 주식
Provident Wealth Management, LLC $6,122,086 174,568 0.92% 주식
Sigma Planning Corp $5,949,784 169,655 0.90% 주식
TRUIST FINANCIAL CORP $5,836,924 166,436 0.88% 주식
BAKER TILLY WEALTH MANAGEMENT, LLC $5,720,003 163,102 0.86% 주식
Spartan Wealth Advisory Services LLC $5,662,227 161,455 0.85% 주식
SENTINEL PENSION ADVISORS, LLC $4,958,465 145,966 0.75% 주식
Coastline Trust Co $4,760,094 135,925 0.72% 주식
Cetera Investment Advisers $4,627,107 131,939 0.70% 주식
Private Advisor Group, LLC $4,545,000 129,598 0.68% 주식
Endowment Wealth Management, Inc. $3,986,022 113,659 0.60% 주식
Benson Investment Management Company, Inc. $3,558,904 101,480 0.54% 주식
HighTower Advisors, LLC $3,516,519 100,271 0.53% 주식
D.A. DAVIDSON & CO. $3,384,430 96,505 0.51% 주식
Sanctuary Advisors, LLC $3,304,412 94,223 0.50% 주식
Cornerstone Planning Group LLC $3,024,756 87,244 0.46% 주식
Steward Partners Investment Advisory, LLC $2,980,047 84,974 0.45% 주식
JANE STREET GROUP, LLC $2,621,062 74,738 0.39% 주식
Bill Few Associates, Inc. $2,602,913 74,221 0.39% 주식
Payne Capital LLC $2,580,723 73,588 0.39% 주식
Future Financial Wealth Managment LLC $2,556,099 74,370 0.39% 주식
Embree Financial Group $2,484,920 70,856 0.37% 주식
GTS SECURITIES LLC $2,476,994 70,630 0.37% 주식
MEMBERS WEALTH LLC $2,188,987 62,418 0.33% 주식
Dynamic Advisor Solutions LLC $2,143,320 61,115 0.32% 주식
Avise Financial Cooperative, Inc. $1,703,114 48,563 0.26% 주식
STIFEL FINANCIAL CORP $1,465,997 41,802 0.22% 주식
World Investment Advisors $1,336,231 42,086 0.20% 주식
LEAVELL INVESTMENT MANAGEMENT, INC. $1,315,932 37,523 0.20% 주식
AssuredPartners Investment Advisors, LLC $1,301,002 37,097 0.20% 주식
MARSHALL WACE, LLP $1,041,299 29,692 0.16% 주식
YHB Investment Advisors, Inc. $983,714 28,050 0.15% 주식
Concurrent Investment Advisors, LLC $959,200 27,351 0.14% 주식
Redwood Financial Network Corp $897,810 25,601 0.14% 주식
Swisher Financial Concepts, Inc. $719,376 20,513 0.11% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $627,402 17,890 0.09% 주식
VICTORY FINANCIAL GROUP, LLC $592,052 16,882 0.09% 주식
KPP Advisory Services LLC $589,562 16,811 0.09% 주식
NewEdge Advisors, LLC $585,005 16,681 0.09% 주식
FIRST AMERICAN BANK $463,521 13,217 0.07% 주식
Quantinno Capital Management LP $453,385 12,928 0.07% 주식
CreativeOne Wealth, LLC $452,799 12,911 0.07% 주식
Sunpointe, LLC $420,244 11,983 0.06% 주식
Tempus Wealth Planning, LLC $403,305 11,500 0.06% 주식
United Advisor Group, LLC $397,146 11,324 0.06% 주식
PlanVest Financial, Inc $341,968 9,751 0.05% 주식
INSIGNEO ADVISORY SERVICES, LLC $326,151 9,300 0.05% 주식
Focus Partners Advisor Solutions, LLC $319,944 9,123 0.05% 주식
OMNI 360 Wealth, Inc. $319,944 9,123 0.05% 주식
Dorsey & Whitney Trust CO LLC $295,500 8,426 0.04% 주식
AXXCESS WEALTH MANAGEMENT, LLC $268,636 7,660 0.04% 주식
Summit Financial, LLC $267,955 7,641 0.04% 주식
XML Financial, LLC $242,441 6,913 0.04% 주식
Core Wealth Partners LLC $241,632 6,890 0.04% 주식
MML INVESTORS SERVICES, LLC $229,287 6,538 0.03% 주식
Aptus Capital Advisors, LLC $96,653 2,756 0.01% 주식
JNBA Financial Advisors $67,767 1,932 0.01% 주식
FMR LLC $46,468 1,325 0.01% 주식
Harbor Asset Planning, Inc. $38,091 1,086 0.01% 주식
PRIVATE TRUST CO NA $25,356 723 0.00% 주식
Global Retirement Partners, LLC $24,549 700 0.00% 주식
Cape Investment Advisory, Inc. $14,028 400 0.00% 주식
ROYAL BANK OF CANADA $8,000 217 0.00% 주식
CWM, LLC $6,350 200 0.00% 주식
Medallion Wealth Advisors, LLC $5,179 206 0.00% 주식
Hartford Financial Management Inc. $5,051 144 0.00% 주식
FLOW TRADERS U.S. LLC $5,015 143,000 0.00% 주식
JPMORGAN CHASE & CO $4,001 115 0.00% 주식
Allworth Financial LP $2,771 79 0.00% 주식
NATIONAL BANK OF CANADA /FI/ $2,362 67 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,610 45,907 0.00% 주식
NATIXIS ADVISORS, LLC $576 16,434 0.00% 주식