ZSEP — 기관 투자자 (13F)

106개의 제출자 · $102.0M 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
ENVESTNET ASSET MANAGEMENT INC $13,492,654 489,588 13.23% 주식
Soltis Investment Advisors LLC $11,391,897 413,361 11.17% 주식
Kestra Advisory Services, LLC $4,609,249 167,249 4.52% 주식
KFG WEALTH MANAGEMENT, LLC $4,178,561 150,092 4.10% 주식
COMMONWEALTH EQUITY SERVICES, LLC $3,984,590 144,583 3.91% 주식
TRUIST FINANCIAL CORP $3,566,849 129,425 3.50% 주식
SIGNATUREFD, LLC $3,501,576 125,775 3.43% 주식
HighTower Advisors, LLC $3,161,150 114,704 3.10% 주식
Signal Advisors Wealth, LLC $2,674,505 96,067 2.62% 주식
Triad Wealth Partners, LLC $2,241,816 80,525 2.20% 주식
Lord & Richards Wealth Management, LLC $2,222,216 79,821 2.18% 주식
Cetera Investment Advisers $2,133,247 77,406 2.09% 주식
Madrona Financial Services, LLC $1,673,602 60,115 1.64% 주식
Vantage Financial Partners, LLC $1,478,996 55,228 1.45% 주식
DAVENPORT & Co LLC $1,348,514 48,438 1.32% 주식
Chicago Partners Investment Group LLC $1,263,358 45,265 1.24% 주식
OSAIC HOLDINGS, INC. $1,237,302 44,896 1.21% 주식
LPL Financial LLC $1,182,813 42,919 1.16% 주식
MONEY CONCEPTS CAPITAL CORP $1,158,120 42,023 1.14% 주식
Independent Wealth Network Inc. $1,059,368 38,052 1.04% 주식
Brookstone Capital Management $1,020,642 36,661 1.00% 주식
Encompass More Asset Management $1,002,546 36,011 0.98% 주식
Concurrent Investment Advisors, LLC $991,052 35,598 0.97% 주식
BROWN WEALTH MANAGEMENT, LLC $979,940 35,199 0.96% 주식
Integrity Advisory Solutions, LLC $921,965 33,454 0.90% 주식
Three Seasons Wealth, LLC $910,997 33,056 0.89% 주식
CRA Financial Services, LLC $904,382 32,485 0.89% 주식
Noble Wealth Management PBC $897,951 32,254 0.88% 주식
TopTier Wealth Management, LLC $849,120 30,500 0.83% 주식
Lineweaver Wealth Advisors, LLC $840,350 30,185 0.82% 주식
Atria Wealth Solutions, Inc. $838,156 32,380 0.82% 주식
RAYMOND JAMES FINANCIAL INC $829,090 30,084 0.81% 주식
MML INVESTORS SERVICES, LLC $804,122 29,178 0.79% 주식
OLD MISSION CAPITAL LLC $795,303 28,858 0.78% 주식
Advisory Services Network, LLC $767,717 27,857 0.75% 주식
CANANDAIGUA NATIONAL BANK & TRUST CO $760,255 27,308 0.75% 주식
CENTRAL VALLEY ADVISORS, LLC $725,872 26,073 0.71% 주식
Cypress Wealth Services, LLC $715,640 25,513 0.70% 주식
Heck Capital Advisors, LLC $711,869 25,570 0.70% 주식
Chris Bulman Inc $668,328 24,006 0.66% 주식
Strategic Blueprint, LLC $615,904 22,123 0.60% 주식
FC Advisory LLC $591,480 21,246 0.58% 주식
Beacon Pointe Advisors, LLC $591,228 21,453 0.58% 주식
GOLDMAN SACHS GROUP INC $550,109 19,961 0.54% 주식
Farther Finance Advisors, LLC $517,973 18,605 0.51% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $515,216 18,394 0.51% 주식
Diversify Advisory Services, LLC $515,216 18,394 0.51% 주식
Insight Wealth Partners, LLC $489,733 17,591 0.48% 주식
Comprehensive Financial Consultants Institutional, Inc. $483,748 17,376 0.47% 주식
ATX Financial Planning, LLC $438,949 15,767 0.43% 주식
Steward Partners Investment Advisory, LLC $429,207 15,574 0.42% 주식
Glen Eagle Advisors, LLC $427,443 15,510 0.42% 주식
Main Street Financial Solutions, LLC $425,735 15,448 0.42% 주식
Commonwealth Financial Services, LLC $418,797 15,043 0.41% 주식
Souders Financial Advisors $402,364 14,600 0.39% 주식
Ballast Rock Private Wealth LLC $399,718 14,358 0.39% 주식
Sowell Financial Services LLC $397,501 14,278 0.39% 주식
Wheelhouse Advisory Group LLC $384,443 13,809 0.38% 주식
FSA Advisors, Inc. $379,325 13,764 0.37% 주식
BRASS TAX WEALTH MANAGEMENT, INC $376,961 14,230 0.37% 주식
Rossmore Private Capital $372,778 13,390 0.37% 주식
Waverly Advisors, LLC $367,364 13,330 0.36% 주식
JPMORGAN CHASE & CO $361,782 13,139 0.35% 주식
AdvisorNet Financial, Inc $357,408 12,792 0.35% 주식
Mutual Advisors, LLC $341,844 12,404 0.34% 주식
Trek Financial, LLC $337,077 12,231 0.33% 주식
Jessup Wealth Management, Inc $326,563 11,730 0.32% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $297,689 10,641 0.29% 주식
IMG Wealth Management, Inc. $276,390 9,928 0.27% 주식
DHJJ Financial Advisors, Ltd. $271,440 9,750 0.27% 주식
CreativeOne Wealth, LLC $269,198 9,768 0.26% 주식
WPWealth LLP $265,808 9,645 0.26% 주식
Weaver Consulting Group $251,952 9,050 0.25% 주식
Archer Investment Corp $250,513 9,090 0.25% 주식
Straight Path Wealth Management $250,170 8,986 0.25% 주식
Sound View Wealth Advisors Group, LLC $244,726 8,880 0.24% 주식
McAdam, LLC $243,923 8,762 0.24% 주식
Bluesphere Advisors LLC $234,631 8,428 0.23% 주식
CITADEL ADVISORS LLC $234,584 8,512 0.23% 주식
Clearstead Advisors, LLC $234,116 8,495 0.23% 주식
Marshall Financial Group, LLC $223,744 8,119 0.22% 주식
Atria Investments, Inc $217,180 7,801 0.21% 주식
Sigma Planning Corp $207,883 7,467 0.20% 주식
HARBOUR INVESTMENTS, INC. $159,513 5,788 0.16% 주식
Alpine Bank Wealth Management $158,688 5,700 0.16% 주식
Ashton Thomas Private Wealth, LLC $156,950 5,695 0.15% 주식
Physician Wealth Advisors, Inc. $153,120 5,500 0.15% 주식
Continuum Advisory, LLC $146,339 5,310 0.14% 주식
Allworth Financial LP $131,127 4,758 0.13% 주식
Triumph Capital Management $127,897 4,594 0.13% 주식
HARBOR INVESTMENT ADVISORY, LLC $111,304 3,998 0.11% 주식
Grove Bank & Trust $99,946 3,590 0.10% 주식
IFP Advisors, Inc $97,356 3,497 0.10% 주식
CoreCap Advisors, LLC $73,189 2,628 0.07% 주식
Cape Investment Advisory, Inc. $72,857 2,617 0.07% 주식
AE Wealth Management LLC $71,681 2,601 0.07% 주식
EVOLUTION WEALTH MANAGEMENT INC. $65,866 2,390 0.06% 주식
Financial Network Wealth Advisors LLC $39,795 1,444 0.04% 주식
IFS Advisors, LLC $26,531 953 0.03% 주식
SHP Wealth Management $17,969 652 0.02% 주식
BARCLAYS PLC $9,535 346 0.01% 주식
Key Capital Management, INC $4,823 175 0.00% 주식
CENTAURUS FINANCIAL, INC. $1,543 55,973 0.00% 주식
Cambridge Investment Research Advisors, Inc. $706 25,615 0.00% 주식
HRT FINANCIAL LP $438 15,910 0.00% 주식
Capital Analysts, LLC $27 996 0.00% 주식