TAXF — 기관 투자자 (13F)

118개의 제출자 · $512.0M 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
ENVESTNET ASSET MANAGEMENT INC $124,349,373 2,446,137 24.29% 주식
CWM, LLC $77,723,291 1,552,913 15.18% 주식
LPL Financial LLC $35,078,911 690,054 6.85% 주식
MORGAN STANLEY $23,233,834 457,043 4.54% 주식
Goldstein Advisors, LLC $22,187,902 436,469 4.33% 주식
AMERIPRISE FINANCIAL INC $17,976,320 353,825 3.51% 주식
Prime Capital Investment Advisors, LLC $17,843,335 351,005 3.48% 주식
RAYMOND JAMES FINANCIAL INC $14,033,884 276,068 2.74% 주식
Private Advisor Group, LLC $12,177,394 239,548 2.38% 주식
CONDOR CAPITAL MANAGEMENT $9,042,584 177,881 1.77% 주식
IFP Advisors, Inc $7,532,781 148,181 1.47% 주식
Dynamic Advisor Solutions LLC $6,268,812 123,317 1.22% 주식
Arax Advisory Partners $5,980,026 117,636 1.17% 주식
NewEdge Advisors, LLC $5,935,000 116,750 1.16% 주식
First Affirmative Financial Network $5,901,780 117,918 1.15% 주식
U.S. Capital Wealth Advisors, LLC $5,712,257 114,131 1.12% 주식
FAS Wealth Partners, Inc. $5,340,352 105,053 1.04% 주식
Henderson Brothers Financial Partners, LLC $4,912,457 96,635 0.96% 주식
COMMONWEALTH EQUITY SERVICES, LLC $4,810,431 94,628 0.94% 주식
Kestra Advisory Services, LLC $4,539,442 89,298 0.89% 주식
GEM Asset Management, LLC $4,433,327 87,210 0.87% 주식
Elequin Capital, LP $4,244,773 83,501 0.83% 주식
JANE STREET GROUP, LLC $4,226,778 83,147 0.83% 주식
Pursuit Wealth Management LLC $4,108,276 81,546 0.80% 주식
Visionary Wealth Advisors $3,790,832 74,571 0.74% 주식
GOLDMAN SACHS GROUP INC $3,333,403 65,573 0.65% 주식
ARQ WEALTH ADVISORS, LLC $3,283,450 65,474 0.64% 주식
JPMORGAN CHASE & CO $3,259,026 64,028 0.64% 주식
IHT Wealth Management, LLC $3,173,333 62,424 0.62% 주식
HighTower Advisors, LLC $3,140,869 61,786 0.61% 주식
OneDigital Investment Advisors LLC $3,091,533 60,815 0.60% 주식
CARY STREET PARTNERS FINANCIAL LLC $2,972,857 58,481 0.58% 주식
Landmark Wealth Management, LLC $2,899,255 57,033 0.57% 주식
OSAIC HOLDINGS, INC. $2,685,667 52,823 0.52% 주식
MERCER GLOBAL ADVISORS INC /ADV $2,464,339 48,477 0.48% 주식
ROYAL BANK OF CANADA $2,416,000 47,529 0.47% 주식
GWN SECURITIES INC. $2,244,416 44,151 0.44% 주식
OneAscent Financial Services LLC $2,020,081 39,738 0.39% 주식
Mutual Advisors, LLC $1,935,468 38,074 0.38% 주식
Orion Portfolio Solutions, LLC $1,898,774 38,375 0.37% 주식
Cooper Capital Advisors LLC $1,748,724 34,400 0.34% 주식
PNC Financial Services Group, Inc. $1,720,559 33,846 0.34% 주식
Pine Valley Investments Ltd Liability Co $1,718,039 33,796 0.34% 주식
MATHER GROUP, LLC. $1,465,719 28,833 0.29% 주식
Melone Private Wealth, LLC $1,405,387 27,646 0.27% 주식
First Heartland Consultants, Inc. $1,398,979 27,520 0.27% 주식
JONES FINANCIAL COMPANIES LLLP $1,299,458 25,595 0.25% 주식
Foundations Investment Advisors, LLC $1,268,731 24,958 0.25% 주식
Midwestern Financial, LLC /IA $1,177,359 23,160 0.23% 주식
CNB Bank $1,039,627 20,451 0.20% 주식
Concurrent Investment Advisors, LLC $957,172 18,829 0.19% 주식
Equitable Holdings, Inc. $887,178 17,452 0.17% 주식
STIFEL FINANCIAL CORP $876,151 17,235 0.17% 주식
Aprio Wealth Management, LLC $876,090 17,234 0.17% 주식
COMERICA BANK $872,973 17,328 0.17% 주식
Equity Wealth Partners, LLC $846,375 16,649 0.17% 주식
Westside Investment Management, Inc. $823,527 16,200 0.16% 주식
ERn Financial, LLC $822,002 16,170 0.16% 주식
REGIMEN WEALTH, LLC $791,841 15,577 0.15% 주식
Altus Wealth Group LLC $774,586 15,237 0.15% 주식
Prosperity Consulting Group, LLC $737,972 14,517 0.14% 주식
PFG Advisors $723,473 14,232 0.14% 주식
Gerber Kawasaki Wealth & Investment Management $718,817 14,140 0.14% 주식
SageView Advisory Group, LLC $680,378 13,384 0.13% 주식
marrick wealth, LLC $674,377 13,266 0.13% 주식
Core Wealth Advisors, Inc. $668,989 13,160 0.13% 주식
Clearview Wealth Management LLC $660,893 13,001 0.13% 주식
Portfolio Resources Advisor Group, Inc. $648,047 12,948 0.13% 주식
FIFTH THIRD BANCORP $560,243 11,021 0.11% 주식
CITADEL ADVISORS LLC $556,389 10,945 0.11% 주식
Cetera Investment Advisers $543,666 10,695 0.11% 주식
Orion Porfolio Solutions, LLC $511,301 10,058 0.10% 주식
MML INVESTORS SERVICES, LLC $506,347 9,961 0.10% 주식
SYNOVUS FINANCIAL CORP $485,764 9,670 0.09% 주식
Palatine Hill Wealth Management, LLC $483,238 9,506 0.09% 주식
Merit Financial Group, LLC $456,625 8,982 0.09% 주식
Trilogy Capital Inc. $438,452 8,625 0.09% 주식
Pinnacle Financial Partners, Inc. $423,329 8,327 0.08% 주식
CAPTRUST FINANCIAL ADVISORS $407,897 8,024 0.08% 주식
Stewardship Advisors, LLC $402,867 7,925 0.08% 주식
Lifeworks Advisors, LLC $378,162 7,439 0.07% 주식
UNIQUE WEALTH, LLC $371,604 7,310 0.07% 주식
Arrowroot Family Office, LLC $361,971 7,121 0.07% 주식
Savvy Advisors, Inc. $338,478 6,658 0.07% 주식
UBS Group AG $331,647 6,524 0.06% 주식
CASTLE WEALTH MANAGEMENT LLC $321,887 6,332 0.06% 주식
C M BIDWELL & ASSOCIATES LTD $314,160 6,180 0.06% 주식
Creative Planning $310,959 6,117 0.06% 주식
PRIVATE TRUST CO NA $279,515 5,498 0.05% 주식
Inspire Advisors, LLC $273,442 5,379 0.05% 주식
Bill Few Associates, Inc. $256,208 5,040 0.05% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $236,479 4,678 0.05% 주식
Barnes Wealth Management Group, Inc $232,502 4,573 0.05% 주식
Investment Advisory Group, LLC $228,758 4,500 0.04% 주식
Fortis Group Advisors, LLC $214,320 4,216 0.04% 주식
Pure Financial Advisors, LLC $208,424 4,100 0.04% 주식
Frederick Financial Consultants, LLC $206,290 4,058 0.04% 주식
PFG Investments, LLC $203,375 4,001 0.04% 주식
Avidian Wealth Enterprises, LLC $202,685 3,987 0.04% 주식
Lodestone Wealth Management LLC $173,583 3,415 0.03% 주식
HARBOUR INVESTMENTS, INC. $45,701 899 0.01% 주식
ASSETMARK, INC $45,091 887 0.01% 주식
Geneos Wealth Management Inc. $40,164 790 0.01% 주식
Caldwell Trust Co $39,143 770 0.01% 주식
Steward Partners Investment Advisory, LLC $38,126 750 0.01% 주식
Farther Finance Advisors, LLC $23,435 461 0.00% 주식
IFG Advisory, LLC $21,566 424 0.00% 주식
Global Retirement Partners, LLC $21,503 423 0.00% 주식
CX Institutional $16,978 358,295 0.00% 주식
Cambridge Investment Research Advisors, Inc. $3,606 70,928 0.00% 주식
Financial Management Professionals, Inc. $3,289 65 0.00% 주식
SIGNATUREFD, LLC $603 12 0.00% 주식
Janney Montgomery Scott LLC $312 6,140 0.00% 주식
Capital Analysts, LLC $74 1,446 0.00% 주식
BESSEMER GROUP INC $70 1,386 0.00% 주식
WELLS FARGO & COMPANY/MN $44 1 0.00% 주식
BlackRock, Inc. $35 1 0.00% 주식
Larson Financial Group LLC $35 1 0.00% 주식