SGDM — 기관 투자자 (13F)

119개의 제출자 · $163.3M 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
UBS Group AG $15,022,787 238,950 9.20% 주식
MORGAN STANLEY $14,690,500 233,664 9.00% 주식
Asset One Wealth Management LLC $14,675,041 239,319 8.99% 주식
CAPTRUST FINANCIAL ADVISORS $12,019,403 191,179 7.36% 주식
LPL Financial LLC $7,616,031 121,139 4.67% 주식
BANK OF AMERICA CORP /DE/ $7,030,428 111,825 4.31% 주식
RAYMOND JAMES FINANCIAL INC $6,525,897 103,800 4.00% 주식
WELLS FARGO & COMPANY/MN $5,282,836 84,028 3.24% 주식
SPROTT INC. $4,000,921 63,638 2.45% 주식
ROYAL BANK OF CANADA $3,988,000 63,414 2.44% 주식
OSAIC HOLDINGS, INC. $3,598,032 57,204 2.20% 주식
Cetera Investment Advisers $3,301,032 52,506 2.02% 주식
Riggs Asset Managment Co. Inc. $3,247,613 51,656 1.99% 주식
D.A. DAVIDSON & CO. $2,972,179 47,275 1.82% 주식
Auxano Advisors, LLC $2,760,132 43,902 1.69% 주식
Baird Financial Group, Inc. $2,742,389 43,620 1.68% 주식
HC Advisors, LLC $2,715,475 43,191 1.66% 주식
EVERGREEN CAPITAL MANAGEMENT LLC $2,263,949 36,010 1.39% 주식
U.S. Capital Wealth Advisors, LLC $2,069,566 27,415 1.27% 주식
Kestra Advisory Services, LLC $2,042,661 32,490 1.25% 주식
Pekin Hardy Strauss, Inc. $1,959,155 31,162 1.20% 주식
JANE STREET GROUP, LLC $1,936,585 30,803 1.19% 주식
New Harbor Financial Group, LLC $1,897,500 30,181 1.16% 주식
Arax Advisory Partners $1,865,045 29,665 1.14% 주식
AMERIPRISE FINANCIAL INC $1,805,051 34,255 1.11% 주식
CITADEL ADVISORS LLC $1,798,082 28,600 1.10% 콜 옵션
COMMONWEALTH EQUITY SERVICES, LLC $1,716,760 27,306 1.05% 주식
Congress Wealth Management LLC / DE / $1,636,594 36,174 1.00% 주식
Federation des caisses Desjardins du Quebec $1,403,761 22,328 0.86% 주식
GTS SECURITIES LLC $1,238,539 19,700 0.76% 주식
H D Vest Advisory Services $1,235,388 27,307 0.76% 주식
Beacon Pointe Advisors, LLC $1,231,193 19,583 0.75% 주식
ADE, LLC $1,216,834 19,355 0.75% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,075,146 17,029 0.66% 주식
MML INVESTORS SERVICES, LLC $1,065,041 16,940 0.65% 주식
Bayshore Capital Advisors, LLC $1,031,068 16,400 0.63% 주식
PFG Investments, LLC $1,030,418 16,390 0.63% 주식
180 WEALTH ADVISORS, LLC $962,889 15,316 0.59% 주식
Rossby Financial, LCC $927,838 14,758 0.57% 주식
VestGen Advisors, LLC $888,290 14,129 0.54% 주식
CWA Asset Management Group, LLC $848,745 13,500 0.52% 주식
Kovack Advisors, Inc. $746,317 11,780 0.46% 주식
Stratos Wealth Partners, LTD. $697,201 11,089 0.43% 주식
OPTIMUM INVESTMENT ADVISORS $663,400 10,700 0.41% 주식
Meridian Wealth Advisors, LLC $628,700 10,000 0.39% 주식
D. E. Shaw & Co., Inc. $628,386 9,995 0.38% 주식
STIFEL FINANCIAL CORP $614,554 9,775 0.38% 주식
BAROMETER CAPITAL MANAGEMENT INC. $572,117 9,100 0.35% 주식
Beaumont Financial Advisors, LLC $498,435 7,928 0.31% 주식
TD Waterhouse Canada Inc. $492,989 7,819 0.30% 주식
Barry Investment Advisors, LLC $486,362 7,736 0.30% 주식
Wealthcare Advisory Partners LLC $472,279 7,512 0.29% 주식
SATOVSKY ASSET MANAGEMENT LLC $446,078 7,095 0.27% 주식
Centurion Wealth Management LLC $407,617 6,483 0.25% 주식
Capital Wealth Alliance, LLC $400,859 6,376 0.25% 주식
Summit Financial, LLC $398,667 6,341 0.24% 주식
Belvedere Trading LLC $372,190 5,920 0.23% 주식
CITADEL ADVISORS LLC $368,292 5,858 0.23% 주식
ONE PLUS ONE WEALTH MANAGEMENT, LLC $362,697 5,769 0.22% 주식
AdvisorNet Financial, Inc $342,956 5,455 0.21% 주식
Sunbelt Securities, Inc. $310,582 4,114 0.19% 주식
AlphaStar Capital Management, LLC $297,124 4,726 0.18% 주식
Montis Financial, LLC $280,903 4,468 0.17% 주식
Wealth Alliance Advisory Group, LLC $278,200 4,425 0.17% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $269,171 4,281 0.16% 주식
Rockefeller Capital Management L.P. $257,225 4,091 0.16% 주식
NICOLET ADVISORY SERVICES, LLC $256,080 3,300 0.16% 주식
HighTower Advisors, LLC $252,732 4,020 0.15% 주식
Integrated Wealth Concepts LLC $244,468 3,888 0.15% 주식
Gateway Wealth Partners, LLC $239,375 3,807 0.15% 주식
Prospera Financial Services Inc $236,076 3,755 0.14% 주식
Evanson Asset Management, LLC $232,660 3,082 0.14% 주식
Fiduciary Trust Co $224,320 3,568 0.14% 주식
BLAIR WILLIAM & CO/IL $221,330 3,520 0.14% 주식
Beirne Wealth Consulting Services, LLC $220,045 3,500 0.13% 주식
NICOLET BANKSHARES INC $217,800 3,300 0.13% 주식
Waverly Advisors, LLC $214,110 3,406 0.13% 주식
ENVESTNET ASSET MANAGEMENT INC $209,029 3,325 0.13% 주식
HBW ADVISORY SERVICES LLC $200,052 3,182 0.12% 주식
Hara Capital LLC $191,754 3,050 0.12% 주식
Premier Financial Group $182,443 2,077 0.11% 주식
Geneos Wealth Management Inc. $155,918 2,480 0.10% 주식
Farther Finance Advisors, LLC $145,041 2,307 0.09% 주식
CIBC Private Wealth Group LLC $141,236 2,278 0.09% 주식
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV $91,665 1,458 0.06% 주식
Hilltop National Bank $78,588 1,250 0.05% 주식
CWM, LLC $78,154 1,035 0.05% 주식
Blue Trust, Inc. $76,450 1,216 0.05% 주식
Synergy Investment Management, LLC $61,424 977 0.04% 주식
Qube Research & Technologies Ltd $48,284 768 0.03% 주식
FWL INVESTMENT MANAGEMENT, LLC $47,153 750 0.03% 주식
Belvedere Trading LLC $44,009 700 0.03% 콜 옵션
Atlatl Advisers LLC $43,192 687 0.03% 주식
FMR LLC $32,132 511 0.02% 주식
EverSource Wealth Advisors, LLC $25,148 400 0.02% 주식
CoreCap Advisors, LLC $21,439 341 0.01% 주식
ORG Partners LLC $20,888 300 0.01% 주식
Legacy Investment Solutions, LLC $20,811 460 0.01% 주식
NATIONAL BANK OF CANADA /FI/ $20,122 320 0.01% 주식
Stonehage Fleming Financial Services Holdings Ltd $18,798 299 0.01% 주식
Parkside Financial Bank & Trust $14,221 226 0.01% 주식
West Branch Capital LLC $12,660 168 0.01% 주식
Belvedere Trading LLC $12,574 200 0.01% 풋 옵션
Allworth Financial LP $12,574 200 0.01% 주식
Colonial Trust Co / SC $11,542 180 0.01% 주식
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $9,682 154 0.01% 주식
HARBOR INVESTMENT ADVISORY, LLC $9,431 150 0.01% 주식
Colonial Trust Advisors $6,287 100 0.00% 주식
Costello Asset Management, INC $6,287 100 0.00% 주식
Gen-Wealth Partners Inc $4,715 75 0.00% 주식
JPMORGAN CHASE & CO $3,771 60 0.00% 주식
SIMPLEX TRADING, LLC $3,583 57 0.00% 주식
ROTHSCHILD INVESTMENT LLC $2,515 40 0.00% 주식
City State Bank $2,075 33 0.00% 주식
BROADWATER CAPITAL MANAGEMENT LLC $1,320 21 0.00% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,283 17 0.00% 주식
Cambridge Investment Research Advisors, Inc. $244 3,886 0.00% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $127 2 0.00% 주식
West Oak Capital, LLC $12 20 0.00% 주식