SOR — 기관 투자자 (13F)

58개의 제출자 · $73.7M 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
DKM Wealth Management, Inc. $14,393,004 313,096 19.53% 주식
D.A. DAVIDSON & CO. $7,673,337 166,920 10.41% 주식
Shaker Financial Services, LLC $7,077,818 153,966 9.61% 주식
DIVERSIFIED MANAGEMENT INC $5,464,324 117,969 7.42% 주식
Hara Capital LLC $4,577,003 99,565 6.21% 주식
MORGAN STANLEY $4,177,616 90,877 5.67% 주식
FIRST TRUST ADVISORS LP $3,473,217 75,554 4.71% 주식
Mesirow Financial Investment Management, Inc. $3,466,524 75,409 4.70% 주식
WELLS FARGO & COMPANY/MN $3,103,138 67,504 4.21% 주식
RAYMOND JAMES FINANCIAL INC $2,667,036 58,017 3.62% 주식
Invesco Ltd. $1,560,773 33,952 2.12% 주식
Anchor Investment Management, LLC $1,321,954 28,757 1.79% 주식
Smith Asset Management Co., LLC $1,290,010 28,062 1.75% 주식
US BANCORP \DE\ $1,140,056 24,800 1.55% 주식
Keating Financial Advisory Services, Inc. $1,047,476 22,786 1.42% 주식
LPL Financial LLC $966,499 21,025 1.31% 주식
&PARTNERS $726,272 15,799 0.99% 주식
OSAIC HOLDINGS, INC. $694,963 15,115 0.94% 주식
Chemistry Wealth Management LLC $652,360 14,191 0.89% 주식
Baltimore-Washington Financial Advisors, Inc. $646,660 14,067 0.88% 주식
BANK OF AMERICA CORP /DE/ $645,337 14,038 0.88% 주식
PECAUT & CO. $625,241 13,601 0.85% 주식
READYSTATE ASSET MANAGEMENT LP $564,512 12,280 0.77% 주식
AE Wealth Management LLC $540,607 11,760 0.73% 주식
NWF Advisory Services Inc. $540,194 11,751 0.73% 주식
EVOLVE PRIVATE WEALTH, LLC $490,316 10,666 0.67% 주식
Pinnacle Financial Partners, Inc. $475,062 10,334 0.64% 주식
CARY STREET PARTNERS FINANCIAL LLC $451,058 9,812 0.61% 주식
Capital Investment Counsel, Inc $413,730 9,000 0.56% 주식
Private Advisor Group, LLC $366,706 7,977 0.50% 주식
Waypoint Wealth Partners Inc. $310,219 7,154 0.42% 주식
Cetera Investment Advisers $289,808 6,304 0.39% 주식
UBS Group AG $255,593 5,560 0.35% 주식
NewEdge Advisors, LLC $235,345 5,120 0.32% 주식
Beacon Pointe Advisors, LLC $214,864 4,674 0.29% 주식
ASSETMARK, INC $164,848 3,586 0.22% 주식
Align Financial, LLC $153,796 3,346 0.21% 주식
JONES FINANCIAL COMPANIES LLLP $124,216 2,766 0.17% 주식
ROYAL BANK OF CANADA $83,000 1,815 0.11% 주식
AlphaCentric Advisors LLC $78,149 1,700 0.11% 주식
Crossingbridge Advisors, LLC $78,149 1,700 0.11% 주식
Manchester Capital Management LLC $69,889 1,520 0.09% 주식
Key Capital Management, INC $60,129 1,308 0.08% 주식
LANARK FINANCIAL, INC. $51,102 1,111 0.07% 주식
PNC Financial Services Group, Inc. $45,971 1,000 0.06% 주식
WOLVERINE ASSET MANAGEMENT LLC $44,361 965 0.06% 주식
Rockefeller Capital Management L.P. $41,971 913 0.06% 주식
WHI TRUST Co LLC $41,925 912 0.06% 주식
JPMORGAN CHASE & CO $32,659 717 0.04% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32,179 700 0.04% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22,904 495 0.03% 주식
MATHER GROUP, LLC. $10,749 234 0.01% 주식
CWM, LLC $3,103 67 0.00% 주식
Cassaday & Co Wealth Management LLC $920 20 0.00% 주식
Janney Montgomery Scott LLC $340 7,388 0.00% 주식
Russell Investments Group, Ltd. $138 3 0.00% 주식
Motiv8 Investments LLC $5 109 0.00% 주식
Colonial Trust Co / SC $4 0 0.00% 주식