VSDM — 기관 투자자 (13F)

123개의 제출자 · $264.4M 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
Capital Investment Services of America, Inc. $21,527,589 280,929 8.14% 주식
TRUIST FINANCIAL CORP $19,242,152 251,105 7.28% 주식
Mills Wealth Advisors LLC $12,638,279 164,926 4.78% 주식
S.A. Mason LLC $12,558,737 163,888 4.75% 주식
Keystone Financial Group, Inc. $10,896,287 142,196 4.12% 주식
Kestra Investment Management, LLC $10,676,015 139,319 4.04% 주식
American Investment Services, Inc. $9,862,971 128,709 3.73% 주식
MOSAIC FAMILY WEALTH PARTNERS, LLC $9,700,330 126,587 3.67% 주식
CGN Advisors LLC $9,513,921 124,154 3.60% 주식
Frisch Financial Group, Inc. $7,509,740 98,000 2.84% 주식
Quantinno Capital Management LP $7,509,740 98,000 2.84% 주식
Acumen Wealth Advisors, LLC $6,319,447 82,467 2.39% 주식
Beaird Harris Wealth Management, LLC $5,723,648 74,692 2.16% 주식
RW Investment Management LLC $5,387,779 70,309 2.04% 주식
IRON Financial LLC $5,045,344 65,840 1.91% 주식
COMMONWEALTH EQUITY SERVICES, LLC $5,018,240 65,487 1.90% 주식
MASTER'S WEALTH MANAGEMENT INC. $4,727,228 61,689 1.79% 주식
Rialto Wealth Management, LLC $4,693,741 61,252 1.78% 주식
JONES FINANCIAL COMPANIES LLLP $3,866,446 50,496 1.46% 주식
Belpointe Asset Management LLC $3,863,813 50,421 1.46% 주식
Alliance Private Wealth, LLC $3,486,757 45,501 1.32% 주식
TD Capital Management LLC $3,331,340 43,473 1.26% 주식
Bank of New York Mellon Corp $3,197,334 41,724 1.21% 주식
Topsail Wealth Management, LLC $3,129,820 40,843 1.18% 주식
GSG Advisors LLC $3,003,896 39,200 1.14% 주식
Professional Financial Advisors, LLC $2,931,504 38,255 1.11% 주식
Timmons Wealth Management, LLC $2,884,047 37,636 1.09% 주식
LPL Financial LLC $2,874,507 37,512 1.09% 주식
Dakota Wealth Management $2,749,102 35,875 1.04% 주식
GREAT VALLEY ADVISOR GROUP, INC. $2,517,944 32,858 0.95% 주식
Bedel Financial Consulting, Inc. $2,341,813 30,560 0.89% 주식
Stonebridge Financial Group, LLC $2,220,465 29,853 0.84% 주식
JPMORGAN CHASE & CO $2,189,263 28,573 0.83% 주식
Aprio Wealth Management, LLC $2,143,341 27,970 0.81% 주식
MBM WEALTH CONSULTANTS, LLC $2,114,528 27,594 0.80% 주식
Harbor Group, Inc. $1,984,618 25,899 0.75% 주식
Verum Partners LLC $1,770,291 23,102 0.67% 주식
Lindenwold Advisors $1,769,853 23,075 0.67% 주식
Burton Enright Welch $1,638,870 21,387 0.62% 주식
Karpus Management, Inc. $1,609,230 21,000 0.61% 주식
Financial Engines Advisors L.L.C. $1,525,397 19,906 0.58% 주식
HighTower Advisors, LLC $1,452,828 18,959 0.55% 주식
CRA Financial Services, LLC $1,378,420 17,988 0.52% 주식
Essex Financial Services, Inc. $1,350,374 17,622 0.51% 주식
Baker Ellis Asset Management LLC $1,256,732 16,400 0.48% 주식
Integrated Wealth Concepts LLC $1,227,292 16,016 0.46% 주식
NEUBERGER BERMAN GROUP LLC $1,219,183 15,910 0.46% 주식
TCI Wealth Advisors, Inc. $1,181,635 15,420 0.45% 주식
&PARTNERS $1,101,710 14,377 0.42% 주식
MFA Wealth Services $1,079,092 14,082 0.41% 주식
Wedmont Private Capital $1,004,939 13,156 0.38% 주식
Composition Wealth, LLC $1,004,313 13,106 0.38% 주식
JANE STREET GROUP, LLC $888,831 11,599 0.34% 주식
Signal Advisors Wealth, LLC $855,574 11,165 0.32% 주식
Kelman-Lazarov, Inc. $809,976 10,570 0.31% 주식
PARSONS CAPITAL MANAGEMENT INC/RI $786,378 10,262 0.30% 주식
Quantum Financial Planning Services, Inc. $782,449 10,211 0.30% 주식
Cascade Wealth Advisors, Inc $772,287 10,140 0.29% 주식
Prospera Capital Management, LLC $714,570 9,342 0.27% 주식
VSM Wealth Advisory, LLC $708,018 6,989 0.27% 주식
Breakwater Capital Group $679,248 8,864 0.26% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657,522 8,608 0.25% 주식
CFS Investment Advisory Services, LLC $647,065 8,463 0.24% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643,385 8,396 0.24% 주식
New England Private Wealth Advisors LLC $637,384 8,393 0.24% 주식
Donalies Financial Planning, LLC $637,102 8,314 0.24% 주식
Equitable Holdings, Inc. $558,215 7,285 0.21% 주식
Bryn Mawr Trust Advisors, LLC $553,410 7,222 0.21% 주식
Gutierrez Wealth Advisory, LLC $512,174 6,684 0.19% 주식
Conservest Capital Advisors, Inc. $504,839 6,588 0.19% 주식
Forum Financial Management, LP $503,227 6,567 0.19% 주식
Corient Private Wealth LP $500,933 6,537 0.19% 주식
L. Roy Papp & Associates, LLP $499,628 6,520 0.19% 주식
OakTrust Wealth Advisors, LLC $498,760 6,509 0.19% 주식
Soltis Investment Advisors LLC $488,173 6,371 0.18% 주식
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466,830 6,092 0.18% 주식
Waverly Advisors, LLC $448,286 5,850 0.17% 주식
EverSource Wealth Advisors, LLC $438,477 5,722 0.17% 주식
N.E.W. Advisory Services LLC $419,140 5,470 0.16% 주식
Sugar Maple Asset Management, LLC $411,298 5,367 0.16% 주식
Worth Asset Management, LLC $353,571 4,614 0.13% 주식
Strategic Financial Concepts, LLC $351,530 4,587 0.13% 주식
Financial Planning Hawaii, Inc. $347,984 4,541 0.13% 주식
Ascent Group, LLC $315,869 4,122 0.12% 주식
Stratos Wealth Partners, LTD. $309,202 4,034 0.12% 주식
Kestra Advisory Services, LLC $301,314 3,932 0.11% 주식
Advyzon Investment Management, LLC $292,336 3,815 0.11% 주식
Cherry Tree Wealth Management, LLC $277,478 3,621 0.10% 주식
Beacon Pointe Advisors, LLC $275,902 3,600 0.10% 주식
Foundry Financial LLC $236,174 3,082 0.09% 주식
TAGStone Capital, Inc. $234,948 3,066 0.09% 주식
Summit Wealth Partners, LLC $231,346 3,019 0.09% 주식
Kropog Financial Group, LLC $224,474 2,929 0.08% 주식
Advisory Services Network, LLC $219,622 2,866 0.08% 주식
CARDIFF PARK ADVISORS, LLC $218,396 2,850 0.08% 주식
Elequin Capital, LP $210,426 2,746 0.08% 주식
Bill Few Associates, Inc. $209,200 2,730 0.08% 주식
Elmwood Wealth Management, Inc. $207,201 2,704 0.08% 주식
Graney & King, LLC $202,585 2,644 0.08% 주식
Snowden Capital Advisors LLC $200,541 2,617 0.08% 주식
ENVESTNET ASSET MANAGEMENT INC $200,302 2,614 0.08% 주식
Farther Finance Advisors, LLC $182,119 2,377 0.07% 주식
ROYAL BANK OF CANADA $151,000 1,976 0.06% 주식
Burk Holdings LLC $150,042 1,958 0.06% 주식
1015 Capital Partners, LLC $140,310 1,831 0.05% 주식
AE Wealth Management LLC $128,662 1,679 0.05% 주식
Steward Partners Investment Advisory, LLC $79,235 1,034 0.03% 주식
Trust Co $57,902 759 0.02% 주식
Tower Research Capital LLC (TRC) $34,100 445 0.01% 주식
OSAIC HOLDINGS, INC. $23,285 303 0.01% 주식
LANARK FINANCIAL, INC. $22,069 288 0.01% 주식
Opus Capital Group, LLC $11,411 148,913 0.00% 주식
Medallion Wealth Advisors, LLC $6,820 89 0.00% 주식
Platt Wealth Management LLC $2,815 36,742 0.00% 주식
BOSTON FAMILY OFFICE LLC $1,570 20,487 0.00% 주식
NATIXIS ADVISORS, LLC $1,011 13,198 0.00% 주식
PEAPACK GLADSTONE FINANCIAL CORP $743 9,700 0.00% 주식
Janney Montgomery Scott LLC $536 7,000 0.00% 주식
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6,030 0.00% 주식
Betterment LLC $393 5,125 0.00% 주식
Cambridge Investment Research Advisors, Inc. $249 3,247 0.00% 주식
WELLS FARGO & COMPANY/MN $55 1 0.00% 주식
HAZLETT, BURT & WATSON, INC. $11 150 0.00% 주식