PTL — 기관 투자자 (13F)

119개의 제출자 · $638.6M 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 $93,954,500 328,811 14.71% 주식
OneAscent Financial Services LLC $83,670,683 292,463 13.10% 주식
LPL Financial LLC $51,489,902 179,978 8.06% 주식
Plan A Wealth LLC $45,516,878 159,100 7.13% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $33,641,442 117,590 5.27% 주식
Christian Investment Advisors, Inc. $26,364,037 92,153 4.13% 주식
Strategic Equity Management $23,039,759 80,533 3.61% 주식
SILVER OAK SECURITIES, INCORPORATED $18,505,747 64,685 2.90% 주식
STIFEL FINANCIAL CORP $15,086,092 52,732 2.36% 주식
Geneos Wealth Management Inc. $14,108,800 49,316 2.21% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $12,904,935 45,067 2.02% 주식
MONEYWISE, INC. $12,834,928 44,863 2.01% 주식
Belpointe Asset Management LLC $11,754,885 41,088 1.84% 주식
Inspire Investing, LLC $9,674,592 38,613 1.51% 주식
Investment Research Partners LLC $8,593,412 30,037 1.35% 주식
Legacy Wealth Asset Management, LLC $8,240,250 28,803 1.29% 주식
JONES FINANCIAL COMPANIES LLLP $8,162,632 29,088 1.28% 주식
GTS SECURITIES LLC $8,083,187 28,254 1.27% 주식
Orgel Wealth Management, LLC $7,949,011 27,785 1.24% 주식
EverSource Wealth Advisors, LLC $7,593,415 26,542 1.19% 주식
Focus Partners Advisor Solutions, LLC $7,167,192 25,052 1.12% 주식
PAX Financial Group, LLC $6,947,960 24,286 1.09% 주식
GOLDMAN SACHS GROUP INC $6,579,498 22,998 1.03% 주식
Focus Partners Wealth $6,332,211 22,133 0.99% 주식
Frontier Asset Management, LLC $6,007,973 21,000 0.94% 주식
COMMONWEALTH EQUITY SERVICES, LLC $5,637,930 19,707 0.88% 주식
FAMILY WEALTH PARTNERS, LLC $5,584,371 22,288 0.87% 주식
ENVESTNET ASSET MANAGEMENT INC $5,207,430 18,202 0.82% 주식
AE Wealth Management LLC $5,061,513 17,692 0.79% 주식
CITADEL ADVISORS LLC $4,366,306 15,262 0.68% 주식
Pettinga Financial Advisors LLC $4,296,120 15,017 0.67% 주식
Sound Financial Strategies Group, LLC $4,135,717 14,456 0.65% 주식
Equitable Holdings, Inc. $3,740,660 13,075 0.59% 주식
Tulsa Wealth Advisors, INC $3,427,173 11,979 0.54% 주식
LifeGuide Financial Advisors, LLC $3,013,219 10,532 0.47% 주식
Valmark Advisers, Inc. $2,927,845 10,234 0.46% 주식
Cetera Investment Advisers $2,704,048 9,452 0.42% 주식
Kovack Advisors, Inc. $2,428,421 8,492 0.38% 주식
RAYMOND JAMES FINANCIAL INC $2,225,896 7,780 0.35% 주식
Fiduciary Alliance LLC $2,091,968 7,312 0.33% 주식
Optivise Advisory Services LLC $1,917,661 6,703 0.30% 주식
Simplicity Wealth,LLC $1,771,617 6,193 0.28% 주식
IFG Advisory, LLC $1,696,228 5,929 0.27% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,695,866 5,928 0.27% 주식
VICUS CAPITAL $1,685,981 5,893 0.26% 주식
Pioneer Wealth Management Group $1,609,272 5,625 0.25% 주식
SageOak Financial, LLC $1,560,285 5,454 0.24% 주식
Envestnet Portfolio Solutions, Inc. $1,553,469 5,430 0.24% 주식
Revisor Wealth Management LLC $1,520,581 5,300 0.24% 주식
JANE STREET GROUP, LLC $1,507,980 5,271 0.24% 주식
OSAIC HOLDINGS, INC. $1,353,718 4,729 0.21% 주식
Gambit Capital Management, LLC $1,176,402 4,112 0.18% 주식
CWM, LLC $1,140,276 4,551 0.18% 주식
Schwallier Wealth Management LLC $1,106,036 3,866 0.17% 주식
Van Diest Capital, LLC $1,091,292 3,815 0.17% 주식
Delta Investment Management, LLC $1,068,918 3,736 0.17% 주식
WorthPointe, LLC $1,061,402 3,710 0.17% 주식
Pinnacle Financial Partners, Inc. $1,042,226 3,643 0.16% 주식
IFP Advisors, Inc $1,028,780 3,596 0.16% 주식
BROWN ADVISORY INC $1,014,189 3,545 0.16% 주식
Farther Finance Advisors, LLC $1,003,032 3,506 0.16% 주식
Plan Group Financial, LLC $1,001,315 3,500 0.16% 주식
Sowell Financial Services LLC $947,816 3,313 0.15% 주식
World Investment Advisors $846,376 3,378 0.13% 주식
First Heartland Consultants, Inc. $813,640 2,844 0.13% 주식
Larry Mathis Financial Planning, LLC $812,496 2,840 0.13% 주식
Brookstone Capital Management $792,755 2,771 0.12% 주식
OneAscent Wealth Management LLC $780,451 2,728 0.12% 주식
Sterling Investment Advisors, Ltd. $772,443 2,700 0.12% 주식
LITTLEJOHN FINANCIAL SERVICES, INC. $704,926 2,464 0.11% 주식
Independent Advisor Alliance $689,477 2,410 0.11% 주식
Whitaker-Myers Wealth Managers, LTD. $662,166 2,315 0.10% 주식
WIN ADVISORS, INC $645,419 2,256 0.10% 주식
Sanctuary Advisors, LLC $630,256 2,203 0.10% 주식
Tandem Investment Partners LLC $490,644 1,715 0.08% 주식
McAdam, LLC $488,070 1,706 0.08% 주식
AlphaStar Capital Management, LLC $465,468 1,627 0.07% 주식
GWN SECURITIES INC. $457,744 1,600 0.07% 주식
MOSAIC FAMILY WEALTH PARTNERS, LLC $451,578 1,578 0.07% 주식
PRINCIPAL SECURITIES, INC. $432,854 1,513 0.07% 주식
HOWARD BAILEY SECURITIES, LLC $401,098 1,402 0.06% 주식
MRA Advisory Group $400,650 1,400 0.06% 주식
PFG Investments, LLC $397,149 1,388 0.06% 주식
Strategic Blueprint, LLC $373,990 1,307 0.06% 주식
Bedel Financial Consulting, Inc. $370,487 1,295 0.06% 주식
Continuum Advisory, LLC $349,888 1,223 0.05% 주식
COURIER CAPITAL LLC $339,589 1,187 0.05% 주식
Stewardship Advisors, LLC $339,017 1,185 0.05% 주식
Abundance Wealth Counselors $318,132 1,112 0.05% 주식
INDEPENDENT FINANCIAL GROUP, LLC $289,809 1,013 0.05% 주식
Signal Advisors Wealth, LLC $247,934 867 0.04% 주식
Private Advisor Group, LLC $232,713 813 0.04% 주식
Forge Financial Services LLC $232,140 811 0.04% 주식
Hilltop Holdings Inc. $219,145 766 0.03% 주식
Mountain Capital Investment Advisors Inc. $218,001 762 0.03% 주식
Kingsview Wealth Management, LLC $215,426 753 0.03% 주식
Range Financial Group LLC $208,560 729 0.03% 주식
JPMORGAN CHASE & CO $156,987 554 0.02% 주식
AdvisorNet Financial, Inc $133,318 466 0.02% 주식
HARBOUR INVESTMENTS, INC. $96,412 337 0.02% 주식
NewEdge Advisors, LLC $91,548 320 0.01% 주식
MORGAN STANLEY $76,386 267 0.01% 주식
Blue Trust, Inc. $58,648 205 0.01% 주식
Bare Financial Services, Inc $55,096 193 0.01% 주식
Ameritas Advisory Services, LLC $49,509 173 0.01% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $48,349 169 0.01% 주식
Arax Advisory Partners $44,917 157 0.01% 주식
PEOPLES FINANCIAL SERVICES CORP. $38,048 133 0.01% 주식
Qube Research & Technologies Ltd $24,890 87 0.00% 주식
Pinnacle Wealth Planning Services, Inc. $8,869 31 0.00% 주식
Institute for Wealth Management, LLC. $7,818 27 0.00% 주식
FMR LLC $5,839 20 0.00% 주식
Cambridge Investment Research Advisors, Inc. $3,344 11,689 0.00% 주식
CENTAURUS FINANCIAL, INC. $2,930 10,240 0.00% 주식
HRT FINANCIAL LP $2,439 8,527 0.00% 주식
Cornerstone Financial Management LLC $524 2 0.00% 주식
Betterment LLC $351 1,228 0.00% 주식
Main Street Group, LTD $286 1 0.00% 주식
CX Institutional $271 994 0.00% 주식