UJAN — 기관 투자자 (13F)

119개의 제출자 · $183.1M 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
Talon Private Wealth, LLC $28,536,394 629,495 15.59% 주식
Sonoma Allocations LLC $17,574,669 387,022 9.60% 주식
COMMONWEALTH EQUITY SERVICES, LLC $8,599,160 189,692 4.70% 주식
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,504,458 161,734 4.10% 주식
Campbell Deegan Wealth Management, LLC $6,396,162 150,463 3.49% 주식
OSAIC HOLDINGS, INC. $5,565,846 122,785 3.04% 주식
Strategic Blueprint, LLC $5,048,946 108,814 2.76% 주식
CWM, LLC $4,854,493 114,197 2.65% 주식
Brookstone Capital Management $4,655,915 100,343 2.54% 주식
TRUIST FINANCIAL CORP $4,032,662 88,958 2.20% 주식
Cetera Investment Advisers $3,779,091 83,364 2.06% 주식
Clearstead Advisors, LLC $3,623,448 79,931 1.98% 주식
Spire Wealth Management $3,468,638 76,520 1.89% 주식
Concurrent Investment Advisors, LLC $3,404,895 73,381 1.86% 주식
ENVESTNET ASSET MANAGEMENT INC $3,362,833 74,182 1.84% 주식
LPL Financial LLC $3,110,310 68,612 1.70% 주식
Prairie Wealth Advisors, Inc. $2,949,910 0 1.61% 주식
Orion Porfolio Solutions, LLC $2,685,344 59,237 1.47% 주식
RAYMOND JAMES FINANCIAL INC $2,527,452 55,754 1.38% 주식
Lantz Financial LLC $2,526,387 54,448 1.38% 주식
IMG Wealth Management, Inc. $2,526,368 54,448 1.38% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,508,911 55,345 1.37% 주식
Foundations Investment Advisors, LLC $2,363,077 52,128 1.29% 주식
MML INVESTORS SERVICES, LLC $2,210,715 48,767 1.21% 주식
CENTRAL VALLEY ADVISORS, LLC $2,134,395 46,000 1.17% 주식
Triad Wealth Partners, LLC $2,096,213 45,177 1.14% 주식
First Heartland Consultants, Inc. $2,010,558 43,331 1.10% 주식
Allworth Financial LP $1,957,717 43,186 1.07% 주식
Trek Financial, LLC $1,787,766 39,437 0.98% 주식
Kestra Advisory Services, LLC $1,649,729 36,392 0.90% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,291,680 27,683 0.71% 주식
JT Stratford LLC $1,277,189 28,174 0.70% 주식
Long Island Wealth Management, Inc. $1,268,298 27,334 0.69% 주식
BXM Wealth LLC $1,238,702 27,325 0.68% 주식
MBL Wealth, LLC $1,196,007 25,776 0.65% 주식
KFG WEALTH MANAGEMENT, LLC $1,181,947 25,473 0.65% 주식
Hiley Hunt Wealth Management $1,131,418 24,384 0.62% 주식
Accurate Wealth Management, LLC $1,095,915 23,427 0.60% 주식
HighTower Advisors, LLC $1,063,403 23,458 0.58% 주식
Ausdal Financial Partners, Inc. $1,036,475 22,864 0.57% 주식
Berkshire Money Management, Inc. $941,781 20,297 0.51% 주식
Compass Advisory Group LLC $895,220 19,748 0.49% 주식
Summit Financial, LLC $890,732 19,649 0.49% 주식
Focus Partners Wealth $840,006 18,530 0.46% 주식
SteelPeak Wealth, LLC $791,816 17,065 0.43% 주식
OLD MISSION CAPITAL LLC $772,596 17,043 0.42% 주식
Archer Investment Corp $736,043 16,237 0.40% 주식
Mutual Advisors, LLC $718,414 15,848 0.39% 주식
Maltin Wealth Management, Inc. $701,243 15,113 0.38% 주식
Diligent Investors, LLC $644,496 13,890 0.35% 주식
Orion Portfolio Solutions, LLC $644,441 16,896 0.35% 주식
Southland Equity Partners LLC $641,294 13,821 0.35% 주식
Arkadios Wealth Advisors $622,819 13,739 0.34% 주식
ATX Financial Planning, LLC $598,792 12,905 0.33% 주식
Chicago Partners Investment Group LLC $568,472 12,220 0.31% 주식
Tradition Wealth Management, LLC $546,162 12,048 0.30% 주식
Encompass More Asset Management $546,128 11,770 0.30% 주식
Gladstone Institutional Advisory LLC $541,720 11,950 0.30% 주식
Valmark Advisers, Inc. $531,293 11,720 0.29% 주식
Atria Investments, Inc $487,618 10,509 0.27% 주식
RFG Advisory, LLC $477,711 10,538 0.26% 주식
JPMORGAN CHASE & CO $470,770 10,418 0.26% 주식
Ballast Rock Private Wealth LLC $458,386 9,879 0.25% 주식
Creative Planning $445,298 9,823 0.24% 주식
Advisory Services Network, LLC $438,816 9,680 0.24% 주식
BENJAMIN EDWARDS INC $437,172 9,644 0.24% 주식
BFI Wealth Solutions, LLC $422,240 9,100 0.23% 주식
O'Connor Financial Group LLC $407,021 8,772 0.22% 주식
Bedel Financial Consulting, Inc. $404,590 8,925 0.22% 주식
SageView Advisory Group, LLC $397,157 8,761 0.22% 주식
Continuum Advisory, LLC $395,206 8,718 0.22% 주식
XML Financial, LLC $378,025 8,339 0.21% 주식
PRINCIPAL SECURITIES, INC. $359,620 7,933 0.20% 주식
Occidental Asset Management, LLC $337,226 7,439 0.18% 주식
MONEY CONCEPTS CAPITAL CORP $316,282 6,977 0.17% 주식
SAGESPRING WEALTH PARTNERS, LLC $309,674 6,674 0.17% 주식
H D Vest Advisory Services $300,722 7,434 0.16% 주식
Savvy Advisors, Inc. $279,020 6,155 0.15% 주식
Madison Wealth Partners, Inc $275,892 6,086 0.15% 주식
ZACKS INVESTMENT MANAGEMENT $275,892 6,086 0.15% 주식
Lakeridge Wealth Management LLC $257,816 5,687 0.14% 주식
CoreCap Advisors, LLC $254,040 5,475 0.14% 주식
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $253,344 5,460 0.14% 주식
CITADEL ADVISORS LLC $250,143 5,518 0.14% 주식
DHJJ Financial Advisors, Ltd. $242,023 5,216 0.13% 주식
TOUNJIAN ADVISORY PARTNERS, LLC $241,893 5,336 0.13% 주식
Koshinski Asset Management, Inc. $240,805 5,312 0.13% 주식
FIDUCIARY FINANCIAL GROUP, LLC $232,371 5,008 0.13% 주식
Elmwood Wealth Management, Inc. $232,000 5,000 0.13% 주식
Visionary Wealth Advisors $225,302 4,970 0.12% 주식
NewCorp Financial Services, Inc. $210,981 4,547 0.12% 주식
Peak Wealth Management LLC $210,572 4,510 0.12% 주식
TopTier Wealth Management, LLC $209,682 4,519 0.11% 주식
AE Wealth Management LLC $206,941 4,565 0.11% 주식
Capital Investment Advisors, LLC $202,072 4,355 0.11% 주식
Orion Capital Management LLC $180,558 3,983 0.10% 주식
HARBOUR INVESTMENTS, INC. $135,725 2,994 0.07% 주식
Physician Wealth Advisors, Inc. $133,911 2,886 0.07% 주식
MORGAN STANLEY $126,114 2,782 0.07% 주식
Arax Advisory Partners $97,736 2,156 0.05% 주식
Financial Network Wealth Advisors LLC $83,139 1,834 0.05% 주식
Ashton Thomas Private Wealth, LLC $82,006 1,809 0.04% 주식
Keating Financial Advisory Services, Inc. $80,193 1,769 0.04% 주식
Steward Partners Investment Advisory, LLC $50,863 1,122 0.03% 주식
Bullseye Investment Management, LLC $49,865 1,100 0.03% 주식
Sunbelt Securities, Inc. $25,506 600 0.01% 주식
GILPIN WEALTH MANAGEMENT, LLC $23,200 500 0.01% 주식
IFP Advisors, Inc $17,168 370 0.01% 주식
Aptus Capital Advisors, LLC $13,600 300 0.01% 주식
WealthShield Partners, LLC $11,922 263 0.01% 주식
UBS Group AG $8,160 180 0.00% 주식
LANARK FINANCIAL, INC. $5,707 123 0.00% 주식
ASSETMARK, INC $2,134 46 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,925 42,454 0.00% 주식
Truvestments Capital LLC $1,224 27 0.00% 주식
Wood Tarver Financial Group, LLC $860 18,984 0.00% 주식
HRT FINANCIAL LP $545 12,034 0.00% 주식
BARCLAYS PLC $544 12 0.00% 주식
Capital Analysts, LLC $50 1,095 0.00% 주식