TPHD — 기관 투자자 (13F)

97개의 제출자 · $160.0M 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
WESTWOOD HOLDINGS GROUP INC $36,297,380 858,500 22.68% 주식
LPL Financial LLC $26,105,491 617,443 16.31% 주식
Christian Investment Advisors, Inc. $17,415,625 411,912 10.88% 주식
BENJAMIN EDWARDS INC $5,859,827 138,597 3.66% 주식
Coppell Advisory Solutions LLC $5,014,261 1,941 3.13% 주식
CWM, LLC $4,404,667 106,496 2.75% 주식
Turning Point Benefit Group, Inc. $4,192,086 99,122 2.62% 주식
AMERIPRISE FINANCIAL INC $4,082,664 96,563 2.55% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $3,259,841 77,101 2.04% 주식
OneAscent Financial Services LLC $3,223,737 76,247 2.01% 주식
RAYMOND JAMES FINANCIAL INC $3,211,689 75,962 2.01% 주식
Cetera Investment Advisers $2,725,969 64,474 1.70% 주식
J.W. COLE ADVISORS, INC. $2,328,370 55,070 1.45% 주식
ENVESTNET ASSET MANAGEMENT INC $2,293,616 54,248 1.43% 주식
Focus Partners Advisor Solutions, LLC $2,057,482 48,663 1.29% 주식
First Heartland Consultants, Inc. $1,978,190 46,788 1.24% 주식
Inspire Advisors, LLC $1,750,245 41,397 1.09% 주식
FAMILY WEALTH PARTNERS, LLC $1,728,637 41,795 1.08% 주식
Frontier Asset Management, LLC $1,709,631 40,436 1.07% 주식
Bare Financial Services, Inc $1,671,534 39,535 1.04% 주식
Geneos Wealth Management Inc. $1,576,790 37,294 0.99% 주식
Sound Financial Strategies Group, LLC $1,509,269 35,697 0.94% 주식
WorthPointe, LLC $1,501,300 35,509 0.94% 주식
EverSource Wealth Advisors, LLC $1,481,618 35,043 0.93% 주식
JONES FINANCIAL COMPANIES LLLP $1,255,593 29,492 0.78% 주식
Farther Finance Advisors, LLC $1,163,163 27,511 0.73% 주식
Foundations Investment Advisors, LLC $1,088,145 25,737 0.68% 주식
IFP Advisors, Inc $1,018,652 24,093 0.64% 주식
RFG Advisory, LLC $833,170 19,706 0.52% 주식
UBS Group AG $822,557 19,455 0.51% 주식
Allen Capital Group, LLC $784,886 18,564 0.49% 주식
O'Connor Financial Group LLC $753,091 17,812 0.47% 주식
Kestra Advisory Services, LLC $748,872 17,712 0.47% 주식
OSAIC HOLDINGS, INC. $673,946 15,940 0.42% 주식
COMMONWEALTH EQUITY SERVICES, LLC $656,799 15,535 0.41% 주식
WIN ADVISORS, INC $618,264 14,623 0.39% 주식
SUMMIT WEALTH GROUP LLC / CO $609,213 14,409 0.38% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596,408 14,106 0.37% 주식
Merit Financial Group, LLC $586,660 13,876 0.37% 주식
PNC Financial Services Group, Inc. $524,460 12,404 0.33% 주식
Sigma Planning Corp $505,353 11,953 0.32% 주식
Atria Investments, Inc $481,485 11,388 0.30% 주식
Atria Wealth Solutions, Inc. $433,733 11,254 0.27% 주식
LaSalle St. Investment Advisors, LLC $393,647 9,310 0.25% 주식
LifeWealth Investments, LLC $382,211 9,040 0.24% 주식
Envestnet Portfolio Solutions, Inc. $371,979 8,798 0.23% 주식
GOLDMAN SACHS GROUP INC $369,231 8,733 0.23% 주식
Orion Portfolio Solutions, LLC $354,537 9,424 0.22% 주식
GTS SECURITIES LLC $341,030 8,066 0.21% 주식
Strategic Blueprint, LLC $309,073 7,310 0.19% 주식
Koshinski Asset Management, Inc. $306,530 7,250 0.19% 주식
IHT Wealth Management, LLC $304,689 7,206 0.19% 주식
KAVAR CAPITAL PARTNERS GROUP, LLC $292,831 6,926 0.18% 주식
OneAscent Wealth Management LLC $283,427 6,704 0.18% 주식
Kovack Advisors, Inc. $281,192 6,646 0.18% 주식
Independent Advisor Alliance $271,184 6,414 0.17% 주식
Black Diamond Financial, LLC $270,127 6,389 0.17% 주식
INDEPENDENT FINANCIAL GROUP, LLC $263,700 6,237 0.16% 주식
H D Vest Advisory Services $263,512 6,971 0.16% 주식
VERUS CAPITAL PARTNERS, LLC $260,445 6,160 0.16% 주식
Regal Investment Advisors LLC $251,101 5,939 0.16% 주식
Bank of New York Mellon Corp $232,581 5,501 0.15% 주식
Aptus Capital Advisors, LLC $228,523 5,405 0.14% 주식
MERCER GLOBAL ADVISORS INC /ADV $222,043 5,252 0.14% 주식
Kingsview Wealth Management, LLC $216,896 5,130 0.14% 주식
Ameritas Advisory Services, LLC $212,447 5,025 0.13% 주식
BIP Wealth, LLC $207,945 4,918 0.13% 주식
Faithward Advisors, LLC $201,319 4,762 0.13% 주식
ROYAL BANK OF CANADA $193,000 4,571 0.12% 주식
Nemes Rush Group LLC $157,493 3,725 0.10% 주식
N.E.W. Advisory Services LLC $138,676 3,280 0.09% 주식
Rockefeller Capital Management L.P. $118,807 2,810 0.07% 주식
MORGAN STANLEY $103,650 2,451 0.06% 주식
Arax Advisory Partners $92,256 2,182 0.06% 주식
FMR LLC $65,306 1,545 0.04% 주식
NewEdge Advisors, LLC $63,420 1,500 0.04% 주식
OLIVER LAGORE VANVALIN INVESTMENT GROUP $62,369 1,658 0.04% 주식
HARBOUR INVESTMENTS, INC. $59,488 1,407 0.04% 주식
Bank of New Hampshire $54,964 1,300 0.03% 주식
CoreCap Advisors, LLC $42,238 999 0.03% 주식
SHP Wealth Management $38,982 922 0.02% 주식
FTB Advisors, Inc. $32,848 869 0.02% 주식
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $27,482 650 0.02% 주식
FIFTH THIRD BANCORP $25,199 596 0.02% 주식
IFG Advisory, LLC $24,565 581 0.02% 주식
Smartleaf Asset Management LLC $20,574 485 0.01% 주식
JPMORGAN CHASE & CO $20,404 481 0.01% 주식
COMERICA BANK $20,267 526 0.01% 주식
Buck Wealth Strategies, LLC $16,341 387 0.01% 주식
ASSETMARK, INC $6,807 161 0.00% 주식
Cambridge Investment Research Advisors, Inc. $6,026 142,532 0.00% 주식
Blue Trust, Inc. $5,789 137 0.00% 주식
Ameritas Investment Partners, Inc. $2,543 60 0.00% 주식
Janney Montgomery Scott LLC $363 8,581 0.00% 주식
CX Institutional $221 5,458 0.00% 주식
WELLS FARGO & COMPANY/MN $22 1 0.00% 주식
First PREMIER Bank $11 250 0.00% 주식