VSLU — 기관 투자자 (13F)
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 |
|---|---|---|---|---|
| Crestwood Advisors Group, LLC | $138,113,646 | 2,986,485 | 29.07% | 주식 |
| NOVARE CAPITAL MANAGEMENT LLC | $34,750,301 | 751,418 | 7.32% | 주식 |
| Watchman Group, Inc. | $34,595,239 | 748,065 | 7.28% | 주식 |
| Newman Dignan & Sheerar, Inc. | $33,133,704 | 716,462 | 6.97% | 주식 |
| Jacobi Capital Management LLC | $31,097,673 | 672,436 | 6.55% | 주식 |
| JPMORGAN CHASE & CO | $24,060,215 | 523,897 | 5.06% | 주식 |
| Fulton Bank, N.A. | $20,751,362 | 448,714 | 4.37% | 주식 |
| EverSource Wealth Advisors, LLC | $19,656,173 | 425,032 | 4.14% | 주식 |
| ACIMA PRIVATE WEALTH, LLC | $14,468,571 | 312,859 | 3.05% | 주식 |
| Clarion Wealth Managment Partners, LLC | $13,225,031 | 285,970 | 2.78% | 주식 |
| Old Port Advisors | $12,564,897 | 271,695 | 2.65% | 주식 |
| CROBAN | $11,274,367 | 243,828 | 2.37% | 주식 |
| FORTEM FINANCIAL GROUP, LLC | $10,104,863 | 218,501 | 2.13% | 주식 |
| Gibraltar Capital Management, Inc. | $9,333,564 | 201,823 | 1.96% | 주식 |
| ATWOOD & PALMER INC | $8,244,768 | 178,279 | 1.74% | 주식 |
| MML INVESTORS SERVICES, LLC | $6,110,489 | 132,129 | 1.29% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $6,092,827 | 131,747 | 1.28% | 주식 |
| TRUSTMARK BANK TRUST DEPARTMENT | $5,524,444 | 119,457 | 1.16% | 주식 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5,094,400 | 110,158 | 1.07% | 주식 |
| Farther Finance Advisors, LLC | $4,269,505 | 92,321 | 0.90% | 주식 |
| Atlantic Edge Private Wealth Management, LLC | $3,863,000 | 83,531 | 0.81% | 주식 |
| Capital Market Strategies LLC | $3,533,036 | 90,244 | 0.74% | 주식 |
| Advisory Services Network, LLC | $3,408,075 | 73,694 | 0.72% | 주식 |
| Applied Finance Capital Management, LLC | $3,252,758 | 70,827 | 0.68% | 주식 |
| LPL Financial LLC | $2,250,159 | 48,656 | 0.47% | 주식 |
| OPPENHEIMER & CO INC | $1,710,928 | 36,996 | 0.36% | 주식 |
| Accurate Wealth Management, LLC | $1,651,915 | 34,873 | 0.35% | 주식 |
| TECTONIC ADVISORS LLC | $1,357,884 | 29,362 | 0.29% | 주식 |
| Quantinno Capital Management LP | $1,171,742 | 25,337 | 0.25% | 주식 |
| UBS Group AG | $1,061,114 | 22,945 | 0.22% | 주식 |
| BankPlus Trust Department | $933,250 | 20,180 | 0.20% | 주식 |
| OneAscent Family Office, LLC | $878,043 | 18,986 | 0.18% | 주식 |
| Confluence Wealth Services, Inc. | $781,748 | 16,904 | 0.16% | 주식 |
| PRIVATE TRUST CO NA | $737,582 | 15,949 | 0.16% | 주식 |
| Toroso Investments, LLC | $674,036 | 15,229 | 0.14% | 주식 |
| InTrack Investment Management Inc | $662,861 | 14,333 | 0.14% | 주식 |
| CIBC WORLD MARKET INC. | $560,181 | 12,113 | 0.12% | 주식 |
| GTS SECURITIES LLC | $530,719 | 11,476 | 0.11% | 주식 |
| MGO ONE SEVEN LLC | $457,342 | 9,889 | 0.10% | 주식 |
| BROWN BROTHERS HARRIMAN & CO | $409,141 | 8,847 | 0.09% | 주식 |
| Plan A Wealth LLC | $367,011 | 7,936 | 0.08% | 주식 |
| STIFEL FINANCIAL CORP | $364,698 | 7,886 | 0.08% | 주식 |
| Mayflower Financial Advisors, LLC | $328,025 | 7,093 | 0.07% | 주식 |
| JANE STREET GROUP, LLC | $302,081 | 6,532 | 0.06% | 주식 |
| MORGAN STANLEY | $284,923 | 6,161 | 0.06% | 주식 |
| SMITH SHELLNUT WILSON LLC /ADV | $272,622 | 5,895 | 0.06% | 주식 |
| Auxano Advisors, LLC | $249,638 | 5,398 | 0.05% | 주식 |
| J.P. Marvel Investment Advisors, LLC | $232,989 | 5,038 | 0.05% | 주식 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $208,016 | 4,498 | 0.04% | 주식 |
| OSAIC HOLDINGS, INC. | $31,910 | 690 | 0.01% | 주식 |
| ASSETMARK, INC | $19,331 | 418 | 0.00% | 주식 |
| Thrivent Financial for Lutherans | $19,258 | 416,432 | 0.00% | 주식 |
| KERR FINANCIAL PLANNING Corp | $6,105 | 132 | 0.00% | 주식 |
| PlanVest Financial, Inc | $1,156 | 25 | 0.00% | 주식 |
| HRT FINANCIAL LP | $622 | 13,462 | 0.00% | 주식 |
| NewEdge Advisors, LLC | $416 | 9 | 0.00% | 주식 |
| Cambridge Investment Research Advisors, Inc. | $201 | 4,350 | 0.00% | 주식 |
| Russell Investments Group, Ltd. | $40 | 1 | 0.00% | 주식 |