IDHQ — 기관 투자자 (13F)

132개의 제출자 · $581.3M 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
LPL Financial LLC $84,327,987 1,929,261 14.51% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $58,651,607 1,341,835 10.09% 주식
Cedar Wealth Management, LLC $36,298,639 830,442 6.24% 주식
WCG Wealth Advisors LLC $36,174,517 827,604 6.22% 주식
MORGAN STANLEY $29,827,108 682,386 5.13% 주식
Berkeley, Inc $29,064,053 664,929 5.00% 주식
Cetera Investment Advisers $22,714,580 519,665 3.91% 주식
OSAIC HOLDINGS, INC. $22,523,896 515,296 3.87% 주식
Chaney Capital Management, Inc. $18,003,581 411,887 3.10% 주식
Integrated Capital Management, LLC $16,488,767 377,231 2.84% 주식
Marks Group Wealth Management, Inc $14,101,589 322,617 2.43% 주식
Elevated Financial Group LLC $11,427,018 261,428 1.97% 주식
Heck Capital Advisors, LLC $11,152,463 315,309 1.92% 주식
PRINCIPAL SECURITIES, INC. $10,679,402 244,324 1.84% 주식
BOS Asset Management, LLC $10,464,515 239,408 1.80% 주식
BANK OF AMERICA CORP /DE/ $10,217,475 233,756 1.76% 주식
Concurrent Investment Advisors, LLC $10,087,338 230,779 1.74% 주식
RAYMOND JAMES FINANCIAL INC $10,074,209 230,478 1.73% 주식
Destiny Wealth Partners, LLC $9,524,055 217,494 1.64% 주식
Well Done, LLC $8,974,188 205,312 1.54% 주식
H D Vest Advisory Services $8,802,694 266,910 1.51% 주식
Cornerstone Wealth Management, LLC $6,763,007 154,725 1.16% 주식
STIFEL FINANCIAL CORP $6,418,977 146,855 1.10% 주식
EP Wealth Advisors, LLC $6,197,379 141,784 1.07% 주식
Opes Wealth Management LLC $4,939,173 139,643 0.85% 주식
JONES FINANCIAL COMPANIES LLLP $4,842,068 113,106 0.83% 주식
Falcon Wealth Planning $4,698,488 107,492 0.81% 주식
ROYAL BANK OF CANADA $4,146,000 94,855 0.71% 주식
LEAVELL INVESTMENT MANAGEMENT, INC. $4,081,656 93,380 0.70% 주식
JPMORGAN CHASE & CO $3,944,274 90,548 0.68% 주식
ENVESTNET ASSET MANAGEMENT INC $3,918,594 89,650 0.67% 주식
TRUIST FINANCIAL CORP $3,389,929 77,555 0.58% 주식
Legacy Wealth Partners, LLC $3,332,609 4,526 0.57% 주식
Breakwater Capital Group $2,858,459 65,396 0.49% 주식
COMMONWEALTH EQUITY SERVICES, LLC $2,657,579 60,800 0.46% 주식
JANE STREET GROUP, LLC $2,572,945 58,864 0.44% 주식
Sanctuary Advisors, LLC $2,405,449 55,032 0.41% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $2,363,043 54,062 0.41% 주식
Legacy Financial Advisors, Inc. $2,326,284 53,221 0.40% 주식
1900 WEALTH MANAGEMENT LLC $1,956,173 44,753 0.34% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,864,712 42,916 0.32% 주식
Steward Partners Investment Advisory, LLC $1,794,321 41,051 0.31% 주식
NorthStar Asset Management LLC /NJ/ $1,658,426 37,942 0.29% 주식
PERSPECTIVE WEALTH ADVISORS LLC $1,628,023 37,246 0.28% 주식
Private Advisor Group, LLC $1,350,814 30,904 0.23% 주식
INTERACTIVE FINANCIAL ADVISORS, INC. $1,225,603 28,039 0.21% 주식
Octavia Wealth Advisors, LLC $1,212,166 27,732 0.21% 주식
Lighthouse Wealth Management Inc. $1,087,243 24,874 0.19% 주식
Align Financial, LLC $1,086,368 24,854 0.19% 주식
Merit Financial Group, LLC $1,082,984 24,776 0.19% 주식
OmniStar Financial Group, Inc. $963,906 22,052 0.17% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $932,705 21,338 0.16% 주식
AMERICAN FINANCIAL & TAX STRATEGIES INC $907,463 20,761 0.16% 주식
Meridian Financial Advisors, LLC $858,583 19,643 0.15% 주식
Dentgroup LLC $833,861 23,723 0.14% 주식
HighTower Advisors, LLC $775,611 17,744 0.13% 주식
MAI Capital Management $747,970 17,112 0.13% 주식
New Insight Wealth Advisors $747,747 17,107 0.13% 주식
CIBC WORLD MARKET INC. $694,027 15,878 0.12% 주식
MML INVESTORS SERVICES, LLC $657,039 15,032 0.11% 주식
Cerity Partners LLC $647,957 14,814 0.11% 주식
Equitable Holdings, Inc. $639,504 14,631 0.11% 주식
KWB Wealth $582,824 16,581 0.10% 주식
McKinley Carter Wealth Services, Inc. $562,548 12,870 0.10% 주식
DAYMARK WEALTH PARTNERS, LLC $543,231 12,428 0.09% 주식
MARSHALL WACE, LLP $534,399 12,226 0.09% 주식
Madison Wealth Partners, Inc $527,424 12,066 0.09% 주식
Paladin Advisory Group, LLC $521,941 11,941 0.09% 주식
Cascades Capital Asset Management, LLC $469,098 10,732 0.08% 주식
REGIONS FINANCIAL CORP $460,223 10,529 0.08% 주식
Ballast Rock Private Wealth LLC $452,180 10,345 0.08% 주식
Fifth Third Securities, Inc. $444,400 10,167 0.08% 주식
Ullmann Wealth Partners Group, LLC $438,380 10,029 0.08% 주식
Mariner, LLC $392,297 8,975 0.07% 주식
Centerpoint Advisory Group $364,849 8,347 0.06% 주식
Sterling Financial Planning, Inc. $354,426 8,109 0.06% 주식
Maia Wealth LLC $342,512 7,836 0.06% 주식
Edge Financial Advisors LLC $339,050 9,646 0.06% 주식
Avise Financial Cooperative, Inc. $335,607 7,678 0.06% 주식
Valued Retirements, Inc. $330,211 7,555 0.06% 주식
FMR LLC $320,364 7,329 0.06% 주식
MATAURO, LLC $306,342 7,009 0.05% 주식
FLAGSHIP HARBOR ADVISORS, LLC $295,476 6,760 0.05% 주식
Orion Portfolio Solutions, LLC $282,664 9,441 0.05% 주식
MEITAV INVESTMENT HOUSE LTD $282,663 6,487 0.05% 주식
Delta Investment Management, LLC $278,564 6,373 0.05% 주식
Secure Asset Management, LLC $268,164 6,135 0.05% 주식
TBH Global Asset Management, LLC $257,018 5,880 0.04% 주식
Dynamic Advisor Solutions LLC $253,000 5,788 0.04% 주식
Cullen/Frost Bankers, Inc. $251,077 5,744 0.04% 주식
Kestra Advisory Services, LLC $247,216 5,656 0.04% 주식
HighPoint Advisor Group LLC $245,965 5,627 0.04% 주식
Leo Wealth, LLC $223,312 6,314 0.04% 주식
Chemistry Wealth Management LLC $221,828 5,075 0.04% 주식
Gateway Wealth Partners, LLC $221,452 5,066 0.04% 주식
True Wealth Design, LLC $208,410 4,768 0.04% 주식
Sovran Advisors, LLC $207,057 4,772 0.04% 주식
Csenge Advisory Group $204,694 4,683 0.04% 주식
TCP Asset Management, LLC $203,164 4,648 0.03% 주식
Financial Perspectives, Inc $184,456 4,220 0.03% 주식
CoreCap Advisors, LLC $176,982 4,049 0.03% 주식
Institute for Wealth Management, LLC. $171,038 3,913 0.03% 주식
PRIVATE TRUST CO NA $166,273 3,804 0.03% 주식
Farther Finance Advisors, LLC $159,407 3,653 0.03% 주식
IMA Advisory Services, Inc. $144,790 3,313 0.02% 주식
Medallion Wealth Advisors, LLC $142,492 1,254 0.02% 주식
Parallel Advisors, LLC $114,433 2,618 0.02% 주식
Global Retirement Partners, LLC $111,274 2,546 0.02% 주식
Capital Investment Advisory Services, LLC $91,791 2,100 0.02% 주식
Plante Moran Financial Advisors, LLC $55,958 1,280 0.01% 주식
Front Row Advisors LLC $49,773 1,092 0.01% 주식
FIFTH THIRD BANCORP $29,985 686 0.01% 주식
HARBOUR INVESTMENTS, INC. $26,969 617 0.00% 주식
COMERICA BANK $24,113 686 0.00% 주식
Strive Financial Group ,LLC $23,472 537 0.00% 주식
Glass Jacobson Investment Advisors llc $18,272 418 0.00% 주식
PlanVest Financial, Inc $17,703 405 0.00% 주식
Aptus Capital Advisors, LLC $12,982 297 0.00% 주식
Pinnacle Wealth Planning Services, Inc. $7,212 165 0.00% 주식
Thrivent Financial for Lutherans $7,014 160,463 0.00% 주식
Geneos Wealth Management Inc. $6,775 155 0.00% 주식
LOGAN CAPITAL MANAGEMENT INC $6,636 152 0.00% 주식
SBI Securities Co., Ltd. $6,032 138 0.00% 주식
Cambridge Investment Research Advisors, Inc. $5,593 127,962 0.00% 주식
C M BIDWELL & ASSOCIATES LTD $3,409 78 0.00% 주식
Keating Financial Advisory Services, Inc. $2,797 64 0.00% 주식
PNC Financial Services Group, Inc. $2,317 53 0.00% 주식
CWM, LLC $1,556 44 0.00% 주식
Sunbelt Securities, Inc. $1,309 37 0.00% 주식
PARK AVENUE SECURITIES LLC $231 5,292 0.00% 주식
Capital Advisors, Ltd. LLC $167 3,810 0.00% 주식
WELLS FARGO & COMPANY/MN $34 1 0.00% 주식