INCM — 기관 투자자 (13F)

124개의 제출자 · $847.8M 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 $181,555,321 6,291,989 21.41% 주식
WELLS FARGO & COMPANY/MN $77,165,562 2,674,253 9.10% 주식
RAYMOND JAMES FINANCIAL INC $73,077,123 2,532,563 8.62% 주식
ROYAL BANK OF CANADA $50,817,000 1,761,130 5.99% 주식
AMERIPRISE FINANCIAL INC $50,068,582 1,733,867 5.91% 주식
MORGAN STANLEY $45,407,067 1,573,628 5.36% 주식
BANK OF AMERICA CORP /DE/ $41,906,041 1,452,297 4.94% 주식
Summit Investment Advisory Services, LLC $31,903,966 1,105,667 3.76% 주식
Larson Financial Group LLC $31,004,249 1,074,484 3.66% 주식
Cetera Investment Advisers $20,886,214 723,833 2.46% 주식
OSAIC HOLDINGS, INC. $18,443,305 639,048 2.18% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $18,212,847 625,441 2.15% 주식
Next Level Private LLC $12,677,742 439,360 1.50% 주식
Sowell Financial Services LLC $12,282,047 425,647 1.45% 주식
HARBOUR INVESTMENTS, INC. $11,319,618 392,293 1.34% 주식
CWM, LLC $10,968,118 381,500 1.29% 주식
Base Wealth Management LLC $10,285,505 356,455 1.21% 주식
Equitable Holdings, Inc. $9,310,785 322,675 1.10% 주식
STIFEL FINANCIAL CORP $9,218,592 319,480 1.09% 주식
JONES FINANCIAL COMPANIES LLLP $8,914,925 305,934 1.05% 주식
COMMONWEALTH EQUITY SERVICES, LLC $8,246,820 285,802 0.97% 주식
Steward Partners Investment Advisory, LLC $5,234,528 181,408 0.62% 주식
Bank of New York Mellon Corp $4,949,154 171,518 0.58% 주식
D.A. DAVIDSON & CO. $4,770,318 165,320 0.56% 주식
Intrua Financial, LLC $4,627,248 160,362 0.55% 주식
DAVENPORT & Co LLC $4,556,933 157,925 0.54% 주식
SMITH, MOORE & CO. $4,017,484 139,230 0.47% 주식
Kestra Advisory Services, LLC $4,004,167 138,194 0.47% 주식
Lido Advisors, LLC $3,864,657 133,379 0.46% 주식
Tulsa Wealth Advisors, INC $3,824,179 132,531 0.45% 주식
KENNEDY INVESTMENT GROUP, INC. $3,474,018 120,396 0.41% 주식
NewEdge Advisors, LLC $3,373,886 116,926 0.40% 주식
ENVESTNET ASSET MANAGEMENT INC $3,227,103 111,839 0.38% 주식
RICHARDS, MERRILL & PETERSON, INC. $3,178,234 110,145 0.37% 주식
Private Advisor Group, LLC $2,883,628 99,935 0.34% 주식
LVZ, Inc. $2,758,509 95,599 0.33% 주식
Pinnacle Financial Group, LLC / IL $2,534,263 87,828 0.30% 주식
BENJAMIN EDWARDS INC $2,505,670 86,837 0.30% 주식
Spartan Wealth Advisory Services LLC $2,040,049 70,700 0.24% 주식
Gateway Wealth Partners, LLC $2,011,019 69,694 0.24% 주식
Advisory Services Network, LLC $2,005,360 69,498 0.24% 주식
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,835,851 63,623 0.22% 주식
Brookstone Capital Management $1,797,455 62,293 0.21% 주식
Arkadios Wealth Advisors $1,794,556 62,192 0.21% 주식
Sanctuary Advisors, LLC $1,694,349 58,719 0.20% 주식
HBW ADVISORY SERVICES LLC $1,491,342 51,684 0.18% 주식
World Investment Advisors $1,487,668 51,403 0.18% 주식
CITADEL ADVISORS LLC $1,236,610 42,856 0.15% 주식
Secure Asset Management, LLC $1,199,299 41,563 0.14% 주식
TRUIST FINANCIAL CORP $1,180,755 40,920 0.14% 주식
Vienna Asset Management LLC $1,109,703 38,458 0.13% 주식
Envestnet Portfolio Solutions, Inc. $1,100,876 38,152 0.13% 주식
Kingsview Wealth Management, LLC $1,100,126 38,126 0.13% 주식
Arrowroot Family Office, LLC $1,083,308 37,543 0.13% 주식
FLAGSHIP HARBOR ADVISORS, LLC $1,079,678 37,418 0.13% 주식
Prospera Financial Services Inc $1,051,673 36,447 0.12% 주식
Innovative Wealth Building LLC $945,666 32,773 0.11% 주식
Global Retirement Partners, LLC $929,131 32,200 0.11% 주식
Jacobi Capital Management LLC $885,300 30,681 0.10% 주식
OLD MISSION CAPITAL LLC $863,168 29,914 0.10% 주식
H D Vest Advisory Services $852,746 31,525 0.10% 주식
Stratos Wealth Partners, LTD. $760,154 26,343 0.09% 주식
JPMORGAN CHASE & CO $759,566 26,084 0.09% 주식
VERUS CAPITAL PARTNERS, LLC $756,636 26,222 0.09% 주식
XML Financial, LLC $746,335 25,865 0.09% 주식
Visionary Wealth Advisors $737,506 25,559 0.09% 주식
LEVEL FOUR ADVISORY SERVICES, LLC $735,081 25,475 0.09% 주식
PFG Advisors $632,308 21,913 0.07% 주식
IronOak Wealth LLC. $628,883 23,165 0.07% 주식
Plus Group Wealth Advisors LLC $591,988 20,516 0.07% 주식
Ameritas Advisory Services, LLC $578,569 20,051 0.07% 주식
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $567,393 19,664 0.07% 주식
J.W. COLE ADVISORS, INC. $559,412 19,387 0.07% 주식
Perigon Wealth Management, LLC $540,310 18,725 0.06% 주식
PRIVATE TRUST CO NA $528,912 18,330 0.06% 주식
CITIGROUP INC $527,527 18,282 0.06% 주식
Asset Allocation Strategies LLC $490,771 17,008 0.06% 주식
WCG Wealth Advisors LLC $469,438 16,269 0.06% 주식
Jaffetilchin Investment Partners, LLC $453,078 15,759 0.05% 주식
OPPENHEIMER & CO INC $451,292 15,640 0.05% 주식
C2C Wealth Management, LLC $447,252 15,500 0.05% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $438,140 15,184 0.05% 주식
Allworth Financial LP $428,815 14,861 0.05% 주식
Bill Few Associates, Inc. $411,843 14,273 0.05% 주식
Principia Wealth Advisory, LLC $366,891 12,715 0.04% 주식
Atria Investments, Inc $365,478 12,666 0.04% 주식
Sigma Planning Corp $333,519 11,555 0.04% 주식
Koshinski Asset Management, Inc. $312,817 10,841 0.04% 주식
Demars Financial Group, LLC $305,748 10,596 0.04% 주식
Mariner, LLC $302,978 10,500 0.04% 주식
Arete Wealth Advisors, LLC $294,522 10,207 0.03% 주식
Cornerstone Wealth Management, LLC $284,658 9,865 0.03% 주식
FRANKLIN RESOURCES INC $273,776 9,488 0.03% 주식
JANE STREET GROUP, LLC $261,426 9,060 0.03% 주식
AVAII WEALTH MANAGEMENT, LLC $251,400 8,713 0.03% 주식
CAPTRUST FINANCIAL ADVISORS $251,101 8,702 0.03% 주식
Savvy Advisors, Inc. $230,738 7,996 0.03% 주식
Beckerman Institutional, LLC $225,270 7,807 0.03% 주식
ARRIEN INVESTMENTS, INC. $224,801 7,791 0.03% 주식
Prosperity Financial Group, Inc. $221,174 7,665 0.03% 주식
B. Riley Wealth Advisors, Inc. $217,680 7,475 0.03% 주식
Western Wealth Management, LLC $207,698 7,198 0.02% 주식
TITLEIST ASSET MANAGEMENT, LLC $207,035 7,175 0.02% 주식
FIFTH THIRD BANCORP $144,275 5,000 0.02% 주식
COMERICA BANK $140,200 5,000 0.02% 주식
AE Wealth Management LLC $138,129 4,787 0.02% 주식
Geneos Wealth Management Inc. $137,422 4,762 0.02% 주식
LANARK FINANCIAL, INC. $118,334 4,101 0.01% 주식
Farther Finance Advisors, LLC $115,420 4,000 0.01% 주식
US BANCORP \DE\ $112,562 3,901 0.01% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $92,852 3,204 0.01% 주식
Wealth Enhancement Trust Services, Inc. $58,980 2,044 0.01% 주식
ASSETMARK, INC $51,852 1,797 0.01% 주식
BARRETT & COMPANY, INC. $43,283 1,500 0.01% 주식
Delos Wealth Advisors, LLC $28,855 1,000 0.00% 주식
Silver Grove Financial Group, Inc. $11,544 400 0.00% 주식
Vermillion Wealth Management, Inc. $10,244 355 0.00% 주식
UBS Group AG $8,166 283 0.00% 주식
Janney Montgomery Scott LLC $5,419 187,796 0.00% 주식
Cambridge Investment Research Advisors, Inc. $3,821 132,436 0.00% 주식
Tower Research Capital LLC (TRC) $2,886 100 0.00% 주식
IFP Advisors, Inc $2,020 70 0.00% 주식
Capital Analysts, LLC $1,762 61,064 0.00% 주식
WEDBUSH SECURITIES INC $220 7,609 0.00% 주식