LDP — 기관 투자자 (13F)

84개의 제출자 · $181.5M 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
MORGAN STANLEY $44,220,245 2,089,803 24.37% 주식
UBS Group AG $29,407,724 1,389,779 16.20% 주식
Invesco Ltd. $9,883,921 467,104 5.45% 주식
Chicago Partners Investment Group LLC $9,703,601 468,773 5.35% 주식
Sanctuary Advisors, LLC $6,251,988 295,463 3.44% 주식
Glaxis Capital Management, LLC $5,713,200 270,000 3.15% 주식
Atria Investments, Inc $5,206,312 246,045 2.87% 주식
RAYMOND JAMES FINANCIAL INC $5,014,975 237,003 2.76% 주식
ROYAL BANK OF CANADA $4,774,000 225,620 2.63% 주식
BANK OF AMERICA CORP /DE/ $3,597,270 170,003 1.98% 주식
GREATMARK INVESTMENT PARTNERS, INC. $3,560,699 168,275 1.96% 주식
SYNOVUS FINANCIAL CORP $3,560,087 164,276 1.96% 주식
Pinnacle Financial Partners, Inc. $3,557,740 168,135 1.96% 주식
LPL Financial LLC $3,325,043 157,138 1.83% 주식
WELLS FARGO & COMPANY/MN $3,245,989 153,402 1.79% 주식
ENVESTNET ASSET MANAGEMENT INC $3,123,037 147,592 1.72% 주식
Rareview Capital LLC $3,053,786 145,557 1.68% 주식
Baird Financial Group, Inc. $3,049,727 144,127 1.68% 주식
Thomas J. Herzfeld Advisors, Inc. $2,914,557 137,739 1.61% 주식
NewEdge Wealth, LLC $2,473,752 116,907 1.36% 주식
Oder Investment Management, LLC $1,641,790 77,589 0.90% 주식
GUGGENHEIM CAPITAL LLC $1,401,004 66,210 0.77% 주식
WJ Financial Advisors LLC $1,395,439 65,947 0.77% 주식
OPPENHEIMER & CO INC $1,326,330 62,681 0.73% 주식
Fiera Capital Corp $1,213,907 57,368 0.67% 주식
Beacon Pointe Advisors, LLC $1,182,066 55,863 0.65% 주식
MAI Capital Management $1,153,128 54,496 0.64% 주식
Rockefeller Capital Management L.P. $1,132,779 53,533 0.62% 주식
Capital Investment Advisors, LLC $1,117,905 52,831 0.62% 주식
OSAIC HOLDINGS, INC. $1,100,028 51,988 0.61% 주식
Breachway Investments LLC $1,005,354 47,512 0.55% 주식
Lido Advisors, LLC $928,395 43,875 0.51% 주식
Wealthcare Advisory Partners LLC $903,713 42,709 0.50% 주식
Shaker Financial Services, LLC $774,689 36,611 0.43% 주식
Independent Wealth Network Inc. $770,127 36,395 0.42% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $675,991 31,947 0.37% 주식
COMERICA BANK $675,649 31,915 0.37% 주식
FIFTH THIRD BANCORP $665,667 31,459 0.37% 주식
PMG Family Office LLC $621,279 29,361 0.34% 주식
Cetera Investment Advisers $619,910 29,296 0.34% 주식
LexAurum Advisors, LLC $528,236 24,964 0.29% 주식
Pathstone Holdings, LLC $506,004 23,913 0.28% 주식
CHOREO, LLC $424,343 20,054 0.23% 주식
Smith Asset Management Co., LLC $383,186 18,109 0.21% 주식
Caprock Group, LLC $317,929 15,025 0.18% 주식
COMMONWEALTH EQUITY SERVICES, LLC $293,530 13,872 0.16% 주식
Kestra Advisory Services, LLC $289,983 13,704 0.16% 주식
Financial Security Advisor, Inc. $285,660 13,500 0.16% 주식
Prospera Financial Services Inc $281,428 13,300 0.16% 주식
EVERPAR ADVISORS LLC $281,216 13,290 0.15% 주식
READYSTATE ASSET MANAGEMENT LP $253,222 11,967 0.14% 주식
Creative Planning $241,224 11,400 0.13% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $219,493 10,373 0.12% 주식
Laird Norton Wetherby Wealth Management, LLC $216,699 10,000 0.12% 주식
STIFEL FINANCIAL CORP $205,760 9,724 0.11% 주식
US BANCORP \DE\ $134,958 6,378 0.07% 주식
Vermillion Wealth Management, Inc. $74,559 3,524 0.04% 주식
BARRETT & COMPANY, INC. $74,060 3,500 0.04% 주식
Global Retirement Partners, LLC $66,083 3,123 0.04% 주식
Litman Gregory Wealth Management LLC $63,510 3,000 0.03% 주식
Spire Wealth Management $61,766 2,919 0.03% 주식
Key Financial Inc $54,804 2,590 0.03% 주식
Allworth Financial LP $33,693 1,592 0.02% 주식
NewEdge Advisors, LLC $26,819 1,267 0.01% 주식
PNC Financial Services Group, Inc. $25,392 1,200 0.01% 주식
IFG Advisory, LLC $24,969 1,180 0.01% 주식
Pinnacle Wealth Planning Services, Inc. $22,810 1,078 0.01% 주식
Dunhill Financial, LLC $21,160 1,000 0.01% 주식
Medallion Wealth Advisors, LLC $20,631 975 0.01% 주식
TOTH FINANCIAL ADVISORY CORP $19,404 917 0.01% 주식
Triumph Capital Management $19,044 900 0.01% 주식
HARBOUR INVESTMENTS, INC. $10,580 500 0.01% 주식
IFP Advisors, Inc $10,580 500 0.01% 주식
WPG Advisers, LLC $10,051 475 0.01% 주식
Sunbelt Securities, Inc. $9,466 474 0.01% 주식
PRIVATE TRUST CO NA $8,464 400 0.00% 주식
HIGHLINE WEALTH PARTNERS LLC $6,136 290 0.00% 주식
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $4,042 191 0.00% 주식
CWM, LLC $1,997 100 0.00% 주식
Platt Wealth Management LLC $1,579 74,662 0.00% 주식
Clear Street Group Inc. $1,291 61 0.00% 주식
WHITTIER TRUST CO OF NEVADA INC $720 34 0.00% 주식
HUNTINGTON NATIONAL BANK $698 33 0.00% 주식
Janney Montgomery Scott LLC $210 9,912 0.00% 주식