ISEP — 기관 투자자 (13F)

66개의 제출자 · $52.7M 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
SageView Advisory Group, LLC $8,023,603 231,896 15.22% 주식
Creative Planning $8,023,602 231,896 15.22% 주식
Safe Harbor Wealth Advisors, LLC $5,524,738 163,599 10.48% 주식
COMMONWEALTH EQUITY SERVICES, LLC $2,776,620 80,249 5.27% 주식
Cetera Investment Advisers $2,207,791 63,809 4.19% 주식
RAYMOND JAMES FINANCIAL INC $2,186,028 63,180 4.15% 주식
CORRADO ADVISORS, LLC $2,025,277 58,534 3.84% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,743,183 50,381 3.31% 주식
Fragasso Financial Advisors Inc $1,232,521 35,622 2.34% 주식
OSAIC HOLDINGS, INC. $1,173,762 33,924 2.23% 주식
Sigma Planning Corp $1,084,952 31,357 2.06% 주식
KFG WEALTH MANAGEMENT, LLC $1,014,818 29,330 1.93% 주식
HighTower Advisors, LLC $983,920 28,437 1.87% 주식
Soltis Investment Advisors LLC $905,178 26,161 1.72% 주식
GOLDMAN SACHS GROUP INC $871,712 25,194 1.65% 주식
SECURED RETIREMENT ADVISORS, LLC $859,602 24,844 1.63% 주식
Diligent Investors, LLC $807,737 23,345 1.53% 주식
Kestra Advisory Services, LLC $777,704 22,477 1.48% 주식
Americana Partners, LLC $709,542 20,507 1.35% 주식
PFS Partners, LLC $608,061 17,574 1.15% 주식
AdvisorNet Financial, Inc $561,869 16,239 1.07% 주식
Focus Partners Wealth $537,269 15,528 1.02% 주식
Berger Financial Group, Inc $438,140 12,663 0.83% 주식
WPWealth LLP $430,701 12,448 0.82% 주식
TRUIST FINANCIAL CORP $399,699 11,552 0.76% 주식
Cerity Partners LLC $393,298 11,367 0.75% 주식
CYPRESS FINANCIAL PLANNING LLC $355,688 10,280 0.67% 주식
Snowden Capital Advisors LLC $353,024 10,203 0.67% 주식
Ferguson Shapiro LLC $344,305 9,951 0.65% 주식
Straight Path Wealth Management $331,468 9,580 0.63% 주식
Liberty Atlantic Advisors LLC $330,015 9,538 0.63% 주식
Frisch Financial Group, Inc. $327,005 9,451 0.62% 주식
MAI Capital Management $296,577 8,572 0.56% 주식
Cresset Asset Management, LLC $275,762 7,970 0.52% 주식
Beacon Financial Advisory LLC $269,534 7,790 0.51% 주식
SCS Capital Management LLC $264,828 7,654 0.50% 주식
ENVESTNET ASSET MANAGEMENT INC $262,130 7,576 0.50% 주식
Worth Financial Advisory Group, LLC $248,774 7,190 0.47% 주식
LPL Financial LLC $243,273 7,031 0.46% 주식
Beacon Pointe Advisors, LLC $239,571 6,924 0.45% 주식
GILL CAPITAL PARTNERS, LLC $238,532 6,894 0.45% 주식
Dana Investment Advisors, Inc. $236,214 6,827 0.45% 주식
FIDUCIARY FINANCIAL GROUP, LLC $228,350 6,964 0.43% 주식
Pinnacle Wealth Management Group, Inc. $204,140 5,900 0.39% 주식
Rothschild Wealth LLC $200,715 5,801 0.38% 주식
Steward Partners Investment Advisory, LLC $199,884 5,777 0.38% 주식
DHJJ Financial Advisors, Ltd. $158,468 4,580 0.30% 주식
HARBOUR INVESTMENTS, INC. $141,549 4,091 0.27% 주식
Arax Advisory Partners $138,400 4,000 0.26% 주식
CoreCap Advisors, LLC $115,218 3,330 0.22% 주식
JPMORGAN CHASE & CO $113,007 3,274 0.21% 주식
SIGNATUREFD, LLC $80,826 2,336 0.15% 주식
Continuum Advisory, LLC $77,885 2,251 0.15% 주식
IFP Advisors, Inc $40,067 1,158 0.08% 주식
Noble Wealth Management PBC $17,459 500 0.03% 주식
EverSource Wealth Advisors, LLC $16,158 467 0.03% 주식
LANARK FINANCIAL, INC. $13,874 401 0.03% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $13,840 400 0.03% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8,373 242 0.02% 주식
AE Wealth Management LLC $6,263 181 0.01% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $6,228 180 0.01% 주식
Financial Network Wealth Advisors LLC $5,467 158 0.01% 주식
Beacon Financial Strategies CORP $3,668 106 0.01% 주식
Farther Finance Advisors, LLC $1,246 36 0.00% 주식
Cambridge Investment Research Advisors, Inc. $256 7,402 0.00% 주식
Capital Analysts, LLC $31 900 0.00% 주식