TBLD — 기관 투자자 (13F)

58개의 제출자 · $216.4M 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 $40,964,348 1,856,110 18.93% 주식
DKM Wealth Management, Inc. $21,138,048 957,773 9.77% 주식
STIFEL FINANCIAL CORP $18,473,568 837,046 8.54% 주식
MORGAN STANLEY $17,035,741 771,895 7.87% 주식
Atlas Wealth LLC $15,689,409 710,893 7.25% 주식
RAYMOND JAMES FINANCIAL INC $15,572,556 705,598 7.20% 주식
Advisors Asset Management, Inc. $13,575,641 675,405 6.27% 주식
Kera Capital Partners, Inc. $10,619,978 481,195 4.91% 주식
ROYAL BANK OF CANADA $10,208,000 462,544 4.72% 주식
WELLS FARGO & COMPANY/MN $9,433,461 427,434 4.36% 주식
LPL Financial LLC $7,187,374 325,663 3.32% 주식
Rockefeller Capital Management L.P. $3,555,298 161,091 1.64% 주식
Sanctuary Advisors, LLC $3,078,132 139,471 1.42% 주식
Private Advisor Group, LLC $2,670,958 121,022 1.23% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,635,460 120,616 1.22% 주식
Thomas J. Herzfeld Advisors, Inc. $1,776,172 80,479 0.82% 주식
Alessandra Capital Management, LLC $1,743,664 79,006 0.81% 주식
EVOLVE PRIVATE WEALTH, LLC $1,720,533 77,958 0.80% 주식
Invesco Ltd. $1,713,338 77,632 0.79% 주식
Concurrent Investment Advisors, LLC $1,578,879 71,540 0.73% 주식
D.A. DAVIDSON & CO. $1,528,098 69,238 0.71% 주식
Kestra Advisory Services, LLC $1,487,646 67,406 0.69% 주식
OSAIC HOLDINGS, INC. $1,241,076 56,219 0.57% 주식
FINANCIAL MANAGEMENT NETWORK INC $1,066,715 48,377 0.49% 주식
PMG Family Office LLC $1,061,457 48,095 0.49% 주식
Dakota Wealth Management $1,036,863 46,981 0.48% 주식
Lokken Investment Group LLC $925,063 46,509 0.43% 주식
Advisory Advocates, LLC $760,753 34,470 0.35% 주식
Closed-End Fund Advisors, Inc. $757,818 34,337 0.35% 주식
Steward Partners Investment Advisory, LLC $549,962 24,919 0.25% 주식
OPPENHEIMER & CO INC $512,355 23,215 0.24% 주식
COMERICA BANK $486,420 24,200 0.22% 주식
FIFTH THIRD BANCORP $470,091 21,300 0.22% 주식
DAVENPORT & Co LLC $433,335 19,635 0.20% 주식
NewEdge Advisors, LLC $364,442 16,513 0.17% 주식
BROWN ADVISORY INC $302,800 13,720 0.14% 주식
HICKS CAPITAL MANAGEMENT LLC $283,732 12,856 0.13% 주식
KW WEALTH MANAGEMENT LLC $282,566 14,058 0.13% 주식
Allegheny Financial Group $276,908 12,546 0.13% 주식
&PARTNERS $276,316 12,520 0.13% 주식
LaSalle St. Investment Advisors, LLC $269,364 12,205 0.12% 주식
BROWN BROTHERS HARRIMAN & CO $265,348 12,023 0.12% 주식
Beacon Pointe Advisors, LLC $253,805 11,500 0.12% 주식
Cetera Investment Advisers $243,752 11,045 0.11% 주식
Prosperity Consulting Group, LLC $220,700 10,000 0.10% 주식
TRUIST FINANCIAL CORP $209,694 9,501 0.10% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148,928 6,748 0.07% 주식
US BANCORP \DE\ $110,262 4,996 0.05% 주식
WEBSTER BANK, N. A. $66,210 3,000 0.03% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59,103 2,678 0.03% 주식
SOA Wealth Advisors, LLC. $38,162 1,729 0.02% 주식
Clark Wealth Partners $14,567 660 0.01% 주식
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13,242 600 0.01% 주식
WHITTIER TRUST CO $11,070 500 0.01% 주식
Janney Montgomery Scott LLC $1,537 69,629 0.00% 주식
WEDBUSH SECURITIES INC $939 42,539 0.00% 주식
Cambridge Investment Research Advisors, Inc. $846 38,344 0.00% 주식
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $584 26,550 0.00% 주식