ISMD — 기관 투자자 (13F)

111개의 제출자 · $238.3M 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
Inspire Advisors, LLC $78,920,986 1,579,201 33.12% 주식
OneAscent Financial Services LLC $39,686,814 793,784 16.66% 주식
Christian Investment Advisors, Inc. $16,822,842 336,477 7.06% 주식
LPL Financial LLC $13,117,674 262,369 5.51% 주식
PAX Financial Group, LLC $10,039,204 200,796 4.21% 주식
Inspire Investing, LLC $7,588,488 189,855 3.18% 주식
Sound Financial Strategies Group, LLC $3,921,265 78,430 1.65% 주식
SILVER OAK SECURITIES, INCORPORATED $3,543,038 70,865 1.49% 주식
AlphaStar Capital Management, LLC $3,536,572 70,736 1.48% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,316,148 67,415 1.39% 주식
GOLDMAN SACHS GROUP INC $3,223,557 64,475 1.35% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $2,552,191 51,047 1.07% 주식
GTS SECURITIES LLC $2,285,713 45,717 0.96% 주식
TWO SIGMA INVESTMENTS, LP $2,139,872 42,800 0.90% 주식
UBS Group AG $2,080,925 41,621 0.87% 주식
Simplicity Wealth,LLC $2,046,681 40,936 0.86% 주식
Cetera Investment Advisers $1,852,080 37,044 0.78% 주식
EverSource Wealth Advisors, LLC $1,842,718 36,857 0.77% 주식
WorthPointe, LLC $1,754,869 35,099 0.74% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,739,111 34,824 0.73% 주식
CITADEL ADVISORS LLC $1,645,401 32,910 0.69% 주식
Chevy Chase Trust Holdings, LLC $1,566,500 31,330 0.66% 주식
LVZ, Inc. $1,432,238 28,646 0.60% 주식
Focus Partners Advisor Solutions, LLC $1,394,943 27,900 0.59% 주식
Bare Financial Services, Inc $1,377,467 27,551 0.58% 주식
Cornerstone Financial Management LLC $1,173,021 23,462 0.49% 주식
AE Wealth Management LLC $1,118,327 22,368 0.47% 주식
JONES FINANCIAL COMPANIES LLLP $1,010,183 20,432 0.42% 주식
Financial Advisory Corp $984,764 19,696 0.41% 주식
Koss-Olinger Consulting, LLC $949,343 18,988 0.40% 주식
TRUST POINT INC. $947,543 18,952 0.40% 주식
COMMONWEALTH EQUITY SERVICES, LLC $928,890 18,579 0.39% 주식
FAMILY WEALTH PARTNERS, LLC $842,518 21,079 0.35% 주식
Providence Financial Advisors, LLC $834,666 16,694 0.35% 주식
IFP Advisors, Inc $767,454 15,350 0.32% 주식
RMG Wealth Management LLC $746,102 14,836 0.31% 주식
CWM, LLC $739,205 18,494 0.31% 주식
Keel Point, LLC $716,507 14,331 0.30% 주식
Sterling Investment Advisors, Ltd. $714,957 14,300 0.30% 주식
RAYMOND JAMES FINANCIAL INC $710,579 14,212 0.30% 주식
CAPTRUST FINANCIAL ADVISORS $694,820 13,897 0.29% 주식
Pinnacle Financial Partners, Inc. $685,059 13,702 0.29% 주식
Faithward Advisors, LLC $662,584 13,252 0.28% 주식
Farther Finance Advisors, LLC $659,510 13,191 0.28% 주식
Revisor Wealth Management LLC $576,980 11,489 0.24% 주식
HARBOUR INVESTMENTS, INC. $573,074 11,462 0.24% 주식
OSAIC HOLDINGS, INC. $555,973 11,113 0.23% 주식
Sanctuary Advisors, LLC $545,496 10,911 0.23% 주식
Frontier Asset Management, LLC $540,375 10,808 0.23% 주식
ENVESTNET ASSET MANAGEMENT INC $496,988 9,940 0.21% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495,070 9,902 0.21% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $462,185 9,244 0.19% 주식
Whitaker-Myers Wealth Managers, LTD. $456,306 9,127 0.19% 주식
Focus Financial Network, Inc. $414,367 8,251 0.17% 주식
ROYAL BANK OF CANADA $388,000 7,751 0.16% 주식
H D Vest Advisory Services $376,073 10,585 0.16% 주식
Gateway Wealth Partners, LLC $352,168 7,044 0.15% 주식
LaSalle St. Investment Advisors, LLC $332,882 6,658 0.14% 주식
MML INVESTORS SERVICES, LLC $324,144 6,483 0.14% 주식
Gambit Capital Management, LLC $317,181 6,344 0.13% 주식
Waverly Advisors, LLC $303,382 6,068 0.13% 주식
LITTLEJOHN FINANCIAL SERVICES, INC. $299,632 5,993 0.13% 주식
Hilltop Holdings Inc. $269,234 5,385 0.11% 주식
Legacy Wealth Asset Management, LLC $267,484 5,350 0.11% 주식
PFG Advisors $266,484 5,330 0.11% 주식
Harvest Investment Services, LLC $252,385 5,048 0.11% 주식
Larry Mathis Financial Planning, LLC $250,535 5,011 0.11% 주식
BENJAMIN EDWARDS INC $233,784 4,676 0.10% 주식
CreativeOne Wealth, LLC $226,051 4,522 0.09% 주식
LifeWealth Investments, LLC $220,587 4,412 0.09% 주식
AQR CAPITAL MANAGEMENT LLC $220,287 4,406 0.09% 주식
Merit Financial Group, LLC $218,547 4,371 0.09% 주식
Crossmark Global Holdings, Inc. $215,941 4,324 0.09% 주식
AdvisorNet Financial, Inc $215,737 4,315 0.09% 주식
Cornerstone Planning Group LLC $207,608 4,207 0.09% 주식
MCF Advisors LLC $207,099 4,129 0.09% 주식
COURIER CAPITAL LLC $206,388 4,128 0.09% 주식
JOHNSON INVESTMENT COUNSEL INC $201,787 4,036 0.08% 주식
Arax Advisory Partners $200,186 4,004 0.08% 주식
Geneos Wealth Management Inc. $200,000 4,000 0.08% 주식
MORGAN STANLEY $129,761 2,595 0.05% 주식
Fairman Group, LLC $128,096 2,551 0.05% 주식
HOWE & RUSLING INC $112,144 2,243 0.05% 주식
Ameritas Advisory Services, LLC $106,402 2,128 0.04% 주식
Aptus Capital Advisors, LLC $80,695 1,614 0.03% 주식
Continuum Advisory, LLC $74,546 1,491 0.03% 주식
Steward Partners Investment Advisory, LLC $66,546 1,331 0.03% 주식
CoreCap Advisors, LLC $64,246 1,285 0.03% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47,247 945 0.02% 주식
Blue Trust, Inc. $43,197 864 0.02% 주식
OLIVER LAGORE VANVALIN INVESTMENT GROUP $37,938 1,112 0.02% 주식
PRIVATE TRUST CO NA $31,248 625 0.01% 주식
PEOPLES FINANCIAL SERVICES CORP. $23,495 470 0.01% 주식
IFG Advisory, LLC $19,298 386 0.01% 주식
TRUST CO OF TOLEDO NA /OH/ $18,499 370 0.01% 주식
Values First Advisors, Inc. $15,449 309 0.01% 주식
Noble Wealth Management PBC $13,905 300 0.01% 주식
Winch Advisory Services, LLC $11,876 238 0.00% 주식
WELLS FARGO & COMPANY/MN $10,500 210 0.00% 주식
Institute for Wealth Management, LLC. $10,416 208 0.00% 주식
StrongBox Wealth, LLC $9,899 198 0.00% 주식
FMR LLC $9,462 189 0.00% 주식
Keating Financial Advisory Services, Inc. $9,099 182 0.00% 주식
IAG Wealth Partners, LLC $3,150 63 0.00% 주식
Ameritas Investment Partners, Inc. $2,733 55 0.00% 주식
Cambridge Investment Research Advisors, Inc. $953 19,070 0.00% 주식
Allworth Financial LP $500 10 0.00% 주식
Q3 Asset Management $414 8,283 0.00% 주식
Betterment LLC $214 4,280 0.00% 주식
JPMORGAN CHASE & CO $11 0 0.00% 주식
CX Institutional $7 148 0.00% 주식