IYRI — 기관 투자자 (13F)

51개의 제출자 · $50.5M 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
Gradient Investments LLC $8,188,906 166,746 16.21% 주식
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $6,919,845 140,905 13.70% 주식
Cascade Wealth Advisors, Inc $5,301,186 106,514 10.49% 주식
MADDEN SECURITIES Corp $4,920,822 100,200 9.74% 주식
New England Private Wealth Advisors LLC $3,281,479 65,420 6.50% 주식
RFG Advisory, LLC $3,211,763 65,399 6.36% 주식
Moran Wealth Management, LLC $2,363,959 48,136 4.68% 주식
Cherry Creek Investment Advisors, Inc. $2,132,934 43,432 4.22% 주식
Summit Financial, LLC $1,274,123 25,944 2.52% 주식
CITADEL ADVISORS LLC $933,090 19,000 1.85% 콜 옵션
CAP Partners, LLC $913,918 18,610 1.81% 주식
STIFEL FINANCIAL CORP $899,783 18,322 1.78% 주식
LPL Financial LLC $819,430 16,686 1.62% 주식
High Net Worth Advisory Group LLC $791,506 16,117 1.57% 주식
World Investment Advisors $745,390 15,762 1.48% 주식
Core Wealth Advisors, Inc. $701,438 14,283 1.39% 주식
Prosperity Wealth Management, Inc. $641,323 13,196 1.27% 주식
PVG ASSET MANAGEMENT CORP $615,447 12,532 1.22% 주식
ROYAL BANK OF CANADA $580,000 11,817 1.15% 주식
Steward Partners Investment Advisory, LLC $507,355 10,331 1.00% 주식
D.A. DAVIDSON & CO. $501,806 10,218 0.99% 주식
ENTREWEALTH, LLC $495,000 10,000 0.98% 주식
Parallel Advisors, LLC $464,110 9,450 0.92% 주식
Foundations Investment Advisors, LLC $371,314 7,561 0.74% 주식
ENVESTNET ASSET MANAGEMENT INC $333,645 6,794 0.66% 주식
INDEPENDENT FINANCIAL GROUP, LLC $294,660 6,000 0.58% 주식
Mariner, LLC $273,401 5,567 0.54% 주식
Apollon Wealth Management, LLC $270,105 5,500 0.53% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $257,975 5,253 0.51% 주식
HighTower Advisors, LLC $247,739 5,045 0.49% 주식
Compound Planning, Inc. $246,355 5,016 0.49% 주식
COMMONWEALTH EQUITY SERVICES, LLC $233,670 4,758 0.46% 주식
WORLD EQUITY GROUP, INC. $215,730 4,393 0.43% 주식
CWM, LLC $133,048 2,813 0.26% 주식
Strategic Wealth Partners, Ltd. $112,433 2,289 0.22% 주식
US BANCORP \DE\ $99,595 2,028 0.20% 주식
OSAIC HOLDINGS, INC. $44,001 896 0.09% 주식
CoreCap Advisors, LLC $39,288 800 0.08% 주식
IFP Advisors, Inc $37,422 762 0.07% 주식
Founders Financial Alliance, LLC $24,225 493 0.05% 주식
Farther Finance Advisors, LLC $21,952 447 0.04% 주식
SBI Securities Co., Ltd. $17,581 358 0.03% 주식
SALEM INVESTMENT COUNSELORS INC $15,961 325 0.03% 주식
Financial Management Professionals, Inc. $10,117 206 0.02% 주식
NFSG Corp $7,612 155 0.02% 주식
Global Retirement Partners, LLC $3,929 80 0.01% 주식
HARBOUR INVESTMENTS, INC. $1,031 21 0.00% 주식
DHJJ Financial Advisors, Ltd. $50 1 0.00% 주식
WELLS FARGO & COMPANY/MN $34 1 0.00% 주식
TSFG, LLC $15 306 0.00% 주식
Roble, Belko & Company, Inc $11 215 0.00% 주식