VSDB — 기관 투자자 (13F)

57개의 제출자 · $708.2M 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
Orgel Wealth Management, LLC	$625,941,662	8,199,393	88.39%	주식
Beaird Harris Wealth Management, LLC	$15,572,779	203,992	2.20%	주식
CGN Advisors LLC	$7,226,421	94,661	1.02%	주식
Werba Rubin Papier Wealth Management	$7,094,509	92,933	1.00%	주식
TD Capital Management LLC	$6,239,035	81,727	0.88%	주식
Keystone Financial Group, Inc.	$4,604,354	60,314	0.65%	주식
Entruity Wealth, LLC	$4,600,825	60,268	0.65%	주식
Bell Bank	$4,236,412	55,494	0.60%	주식
Integrated Wealth Concepts LLC	$3,425,065	44,866	0.48%	주식
Pinnacle Financial Group, LLC / IL	$3,106,809	40,697	0.44%	주식
COMMONWEALTH EQUITY SERVICES, LLC	$2,027,730	26,562	0.29%	주식
TD Waterhouse Canada Inc.	$1,670,396	21,881	0.24%	주식
Robertson Stephens Wealth Management, LLC	$1,620,493	21,227	0.23%	주식
Sanctuary Advisors, LLC	$1,615,049	21,156	0.23%	주식
Eldridge Investment Advisors, Inc.	$1,255,061	16,440	0.18%	주식
North Star Investment Management Corp.	$1,240,439	16,249	0.18%	주식
Mills Wealth Advisors LLC	$1,107,613	14,509	0.16%	주식
Balboa Wealth Partners	$1,094,487	14,337	0.15%	주식
BARNES PETTEY FINANCIAL ADVISORS, LLC	$992,267	12,998	0.14%	주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$942,076	12,399	0.13%	주식
American Investment Services, Inc.	$909,425	11,913	0.13%	주식
Englebert Financial Advisers, LLC	$908,599	11,902	0.13%	주식
CITADEL ADVISORS LLC	$907,606	11,889	0.13%	주식
STEEL GROVE CAPITAL ADVISORS, LLC	$877,910	11,500	0.12%	주식
LPL Financial LLC	$843,732	11,052	0.12%	주식
Prospera Financial Services Inc	$806,148	10,560	0.11%	주식
AQR CAPITAL MANAGEMENT LLC	$766,759	10,044	0.11%	주식
Worth Asset Management, LLC	$728,360	9,541	0.10%	주식
Kestra Advisory Services, LLC	$522,783	6,848	0.07%	주식
Essex Financial Services, Inc.	$434,375	5,690	0.06%	주식
Crusonia Wealth Advisors LLC	$423,305	5,545	0.06%	주식
Mariner, LLC	$413,607	5,418	0.06%	주식
Focus Partners Advisor Solutions, LLC	$389,334	5,100	0.05%	주식
FLAGSHIP HARBOR ADVISORS, LLC	$350,020	4,585	0.05%	주식
Concurrent Investment Advisors, LLC	$343,759	4,503	0.05%	주식
Farther Finance Advisors, LLC	$331,657	4,344	0.05%	주식
ENVESTNET ASSET MANAGEMENT INC	$306,333	4,013	0.04%	주식
Gutierrez Wealth Advisory, LLC	$291,557	3,819	0.04%	주식
Burton Enright Welch	$274,519	3,596	0.04%	주식
MML INVESTORS SERVICES, LLC	$260,758	3,416	0.04%	주식
Aegis Wealth Management LLC	$250,014	3,275	0.04%	주식
HBK Sorce Advisory LLC	$247,814	3,265	0.03%	주식
Concord Wealth Partners	$233,622	3,060	0.03%	주식
CRA Financial Services, LLC	$203,936	2,671	0.03%	주식
Aptus Capital Advisors, LLC	$186,728	2,446	0.03%	주식
Cornerstone National Bank & Trust Co	$163,422	2,151	0.02%	주식
OSAIC HOLDINGS, INC.	$62,598	820	0.01%	주식
Westfuller Advisors, LLC	$56,100	732	0.01%	주식
MORGAN STANLEY	$27,412	359	0.00%	주식
Blue Trust, Inc.	$24,734	324	0.00%	주식
VANGUARD ADVISERS INC	$18,992	249	0.00%	주식
CWM, LLC	$11,971	157	0.00%	주식
ROYAL BANK OF CANADA	$5,000	70	0.00%	주식
HAZLETT, BURT & WATSON, INC.	$1,057	13,783	0.00%	주식
Betterment LLC	$538	7,050	0.00%	주식
Cambridge Investment Research Advisors, Inc.	$319	4,172	0.00%	주식
EverSource Wealth Advisors, LLC	$76	1	0.00%	주식