IDVO — 기관 투자자 (13F)

130개의 제출자 · $508.5M 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
RAYMOND JAMES FINANCIAL INC $95,919,071 2,283,788 18.86% 주식
CPC Advisors, LLC $52,785,123 1,256,789 10.38% 주식
LPL Financial LLC $41,900,001 997,619 8.24% 주식
GREAT VALLEY ADVISOR GROUP, INC. $26,878,800 639,968 5.29% 주식
OSAIC HOLDINGS, INC. $25,809,690 614,472 5.08% 주식
Principle Wealth Partners LLC $19,838,951 472,356 3.90% 주식
Sterling Financial Group, Inc. $19,710,627 528,577 3.88% 주식
STIFEL FINANCIAL CORP $19,180,143 456,668 3.77% 주식
MORGAN STANLEY $18,137,029 431,833 3.57% 주식
Sequoia Financial Advisors, LLC $17,745,420 422,510 3.49% 주식
UBS Group AG $14,546,154 346,337 2.86% 주식
ROYAL BANK OF CANADA $9,888,000 235,435 1.94% 주식
CARY STREET PARTNERS FINANCIAL LLC $9,676,002 230,381 1.90% 주식
COMMONWEALTH EQUITY SERVICES, LLC $9,391,590 223,609 1.85% 주식
Elmwood Wealth Management, Inc. $8,619,618 205,229 1.70% 주식
ARQ WEALTH ADVISORS, LLC $7,058,299 164,798 1.39% 주식
EverSource Wealth Advisors, LLC $6,933,423 165,082 1.36% 주식
Steward Partners Investment Advisory, LLC $6,047,715 143,993 1.19% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,877,913 139,950 1.16% 주식
TRUIST FINANCIAL CORP $5,705,662 135,849 1.12% 주식
Atlas Wealth LLC $5,355,000 127,500 1.05% 주식
ENVESTNET ASSET MANAGEMENT INC $5,203,681 123,897 1.02% 주식
IAM Advisory, LLC $4,363,749 103,899 0.86% 주식
Proficio Capital Partners LLC $4,263,840 101,520 0.84% 주식
Baird Financial Group, Inc. $3,955,770 94,185 0.78% 주식
Visionary Wealth Advisors $3,862,326 91,960 0.76% 주식
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3,813,504 90,798 0.75% 주식
SAGESPRING WEALTH PARTNERS, LLC $2,735,284 65,126 0.54% 주식
Retirement Planning Group, LLC $2,730,872 65,021 0.54% 주식
Financial Insights, Inc. $2,277,828 54,234 0.45% 주식
Pasadena Private Wealth, LLC $2,201,808 52,424 0.43% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,069,150 48,847 0.41% 주식
CAP Partners, LLC $1,950,719 46,446 0.38% 주식
Capital Investment Advisory Services, LLC $1,898,988 45,214 0.37% 주식
NewEdge Advisors, LLC $1,725,080 41,073 0.34% 주식
URS Advisory LLC $1,576,641 37,539 0.31% 주식
Northwest Financial Advisors $1,483,977 35,333 0.29% 주식
Snowden Capital Advisors LLC $1,463,772 34,852 0.29% 주식
JONES FINANCIAL COMPANIES LLLP $1,435,038 34,521 0.28% 주식
Navis Wealth Advisors, LLC $1,332,492 31,726 0.26% 주식
OLD MISSION CAPITAL LLC $1,321,110 31,455 0.26% 주식
Carr Financial Group Corp $1,272,123 30,289 0.25% 주식
Private Advisor Group, LLC $1,198,131 28,527 0.24% 주식
Karras Company, Inc. $1,193,626 28,420 0.23% 주식
MILESTONE ASSET MANAGEMENT, LLC $1,104,553 26,298 0.22% 주식
US BANCORP \DE\ $1,087,732 25,881 0.21% 주식
JPMORGAN CHASE & CO $1,041,620 25,002 0.20% 주식
Bright Futures Wealth Management, LLC. $1,030,134 24,527 0.20% 주식
Savvy Advisors, Inc. $1,021,007 24,310 0.20% 주식
JOHNSON INVESTMENT COUNSEL INC $966,630 23,015 0.19% 주식
Institute for Wealth Management, LLC. $964,278 22,959 0.19% 주식
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953,778 22,709 0.19% 주식
Farther Finance Advisors, LLC $950,752 22,637 0.19% 주식
Embree Financial Group $905,941 21,570 0.18% 주식
HARBOUR INVESTMENTS, INC. $902,653 21,492 0.18% 주식
Hilltop Holdings Inc. $858,941 20,451 0.17% 주식
Goldstone Financial Group, LLC $808,766 19,256 0.16% 주식
HBK Sorce Advisory LLC $682,536 15,932 0.13% 주식
Reliant Wealth Planning $631,176 15,028 0.12% 주식
Kestra Advisory Services, LLC $616,728 14,684 0.12% 주식
KINGSWOOD WEALTH ADVISORS, LLC $577,038 13,739 0.11% 주식
INTEGRITY ALLIANCE, LLC. $463,387 11,033 0.09% 주식
UMB Bank, n.a. $453,600 10,800 0.09% 주식
Equitable Holdings, Inc. $449,265 10,697 0.09% 주식
Arkadios Wealth Advisors $440,440 10,487 0.09% 주식
Sigma Planning Corp $425,668 10,135 0.08% 주식
Strategic Wealth Partners, Ltd. $375,181 8,933 0.07% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372,048 8,991 0.07% 주식
Redwood Family Wealth LLC $367,412 8,747 0.07% 주식
Atria Investments, Inc $358,468 8,535 0.07% 주식
INDEPENDENT FINANCIAL GROUP, LLC $353,514 8,417 0.07% 주식
Mariner, LLC $348,594 8,300 0.07% 주식
Marion Wealth Management $329,988 7,857 0.06% 주식
FLAGSTAR SECURITIES, INC $309,760 7,375 0.06% 주식
Tidemark, LLC $294,426 7,010 0.06% 주식
PFG Investments, LLC $283,787 6,757 0.06% 주식
HighTower Advisors, LLC $282,534 6,727 0.06% 주식
HighPoint Advisor Group LLC $267,834 6,377 0.05% 주식
LifeGoal Investments, LLC $265,125 6,313 0.05% 주식
WELLS FARGO & COMPANY/MN $256,987 6,119 0.05% 주식
Capital Wealth Planning, LLC $241,362 5,747 0.05% 주식
MERCER GLOBAL ADVISORS INC /ADV $237,258 5,649 0.05% 주식
BENJAMIN EDWARDS INC $231,378 5,509 0.05% 주식
Bison Wealth, LLC $220,935 5,237 0.04% 주식
MONECO ADVISORS, LLC $215,601 5,133 0.04% 주식
CITADEL ADVISORS LLC $214,200 5,100 0.04% 풋 옵션
Brookstone Capital Management $214,050 5,096 0.04% 주식
Mission Hills Financial Advisory, LLC $212,142 5,051 0.04% 주식
SPC Financial, Inc. $210,689 5,650 0.04% 주식
Avidian Wealth Enterprises, LLC $203,700 4,850 0.04% 주식
Trexquant Investment LP $203,532 4,846 0.04% 주식
Clear Trail Advisors, LLC $203,220 4,839 0.04% 주식
JOURNEY STRATEGIC WEALTH LLC $201,298 4,974 0.04% 주식
PERRYMAN FINANCIAL ADVISORY INC /AD $201,018 4,786 0.04% 주식
SIMPLEX TRADING, LLC $163,254 3,887 0.03% 주식
Pinnacle Bancorp, Inc. $143,976 3,428 0.03% 주식
AdvisorNet Financial, Inc $131,250 3,125 0.03% 주식
FIFTH THIRD BANCORP $102,438 2,439 0.02% 주식
Noble Wealth Management PBC $87,234 2,100 0.02% 주식
Wealth Enhancement Trust Services, Inc. $84,000 2,000 0.02% 주식
Aptus Capital Advisors, LLC $76,650 1,825 0.02% 주식
Ancora Advisors LLC $67,368 1,604 0.01% 주식
Global Retirement Partners, LLC $58,456 1,392 0.01% 주식
MPWM ADVISORY SOLUTIONS, LLC $56,700 1,350 0.01% 주식
Decker Retirement Planning Inc. $49,140 1,170 0.01% 주식
Janney Montgomery Scott LLC $45,497 1,083,262 0.01% 주식
IFP Advisors, Inc $45,444 1,082 0.01% 주식
Allworth Financial LP $37,800 900 0.01% 주식
PRIVATE TRUST CO NA $34,650 825 0.01% 주식
PNC Financial Services Group, Inc. $33,600 800 0.01% 주식
Triumph Capital Management $25,956 618 0.01% 주식
Federation des caisses Desjardins du Quebec $19,866 473 0.00% 주식
Ascentis Wealth Management, LLC $16,907 402 0.00% 주식
JPL Wealth Management, LLC $16,380 390 0.00% 주식
LANARK FINANCIAL, INC. $14,700 350 0.00% 주식
Rockefeller Capital Management L.P. $12,600 300 0.00% 주식
SWAN Capital LLC $12,141 300 0.00% 주식
CWM, LLC $10,118 250 0.00% 주식
ROTHSCHILD INVESTMENT LLC $8,400 200 0.00% 주식
SALEM INVESTMENT COUNSELORS INC $8,400 200 0.00% 주식
ASSETMARK, INC $5,754 137 0.00% 주식
AE Wealth Management LLC $4,200 100 0.00% 주식
SHP Wealth Management $3,750 89 0.00% 주식
SIGNATUREFD, LLC $3,570 85 0.00% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,954 73 0.00% 주식
FARMERS & MERCHANTS INVESTMENTS INC $1,050 25 0.00% 주식
CENTAURUS FINANCIAL, INC. $160 3,800 0.00% 주식
TSFG, LLC $45 1,061 0.00% 주식
Capital Analysts, LLC $18 423 0.00% 주식
Roble, Belko & Company, Inc $10 244 0.00% 주식