CALI — Kurumsal Sahipler (13F)

105 dosya · $158.2M toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
LPL Financial LLC $17.456.704 345.438 11,04% Hisse senetleri
CITIZENS FINANCIAL GROUP INC/RI $14.472.306 286.382 9,15% Hisse senetleri
Global Retirement Partners, LLC $13.957.960 276.204 8,83% Hisse senetleri
Elmwood Wealth Management, Inc. $11.603.323 229.610 7,34% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7.545.223 149.618 4,77% Hisse senetleri
FIRST AMERICAN TRUST, FSB $5.247.812 103.845 3,32% Hisse senetleri
DeLarme Wealth Management, Inc. $4.871.776 96.404 3,08% Hisse senetleri
NDWM LLC $4.486.114 88.772 2,84% Hisse senetleri
SWEENEY & MICHEL, LLC $4.246.067 84.322 2,68% Hisse senetleri
Composition Wealth, LLC $3.356.484 66.419 2,12% Hisse senetleri
Elequin Capital, LP $3.276.740 64.841 2,07% Hisse senetleri
Integrated Wealth Concepts LLC $2.949.180 58.359 1,86% Hisse senetleri
BAILARD, INC. $2.919.155 57.765 1,85% Hisse senetleri
HUB Investment Partners, LLC $2.472.273 48.922 1,56% Hisse senetleri
Precision Wealth Strategies, LLC $2.463.966 48.758 1,56% Hisse senetleri
FINANCIAL MANAGEMENT NETWORK INC $2.168.777 43.010 1,37% Hisse senetleri
Pasadena Private Wealth, LLC $2.156.379 42.671 1,36% Hisse senetleri
Atlas Private Wealth Advisors $1.672.127 33.089 1,06% Hisse senetleri
HighTower Advisors, LLC $1.623.554 32.127 1,03% Hisse senetleri
TriaGen Wealth Management LLC $1.567.608 31.020 0,99% Hisse senetleri
Valmark Advisers, Inc. $1.540.155 30.477 0,97% Hisse senetleri
M. Kulyk & Associates, LLC $1.523.024 30.138 0,96% Hisse senetleri
WRAPMANAGER INC $1.492.854 29.541 0,94% Hisse senetleri
Stratos Wealth Partners, LTD. $1.447.525 28.644 0,92% Hisse senetleri
McIlrath & Eck, LLC $1.389.700 27.557 0,88% Hisse senetleri
OSAIC HOLDINGS, INC. $1.388.642 27.478 0,88% Hisse senetleri
CARY STREET PARTNERS FINANCIAL LLC $1.325.988 26.239 0,84% Hisse senetleri
Cerity Partners LLC $1.323.620 26.194 0,84% Hisse senetleri
KANAWHA CAPITAL MANAGEMENT LLC $1.313.910 26.000 0,83% Hisse senetleri
FLC Capital Advisors $1.212.385 23.991 0,77% Hisse senetleri
MEMBERS WEALTH LLC $1.203.221 23.810 0,76% Hisse senetleri
Kera Capital Partners, Inc. $1.191.565 23.579 0,75% Hisse senetleri
Perigon Wealth Management, LLC $1.164.832 23.050 0,74% Hisse senetleri
Private Advisor Group, LLC $1.103.723 21.841 0,70% Hisse senetleri
KWB Wealth $1.076.785 21.339 0,68% Hisse senetleri
Perennial Investment Advisors, LLC $1.057.646 20.929 0,67% Hisse senetleri
AXXCESS WEALTH MANAGEMENT, LLC $1.046.093 20.700 0,66% Hisse senetleri
Shared Vision Wealth Group LLC $1.045.418 20.687 0,66% Hisse senetleri
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $859.095 17.000 0,54% Hisse senetleri
Mutual Advisors, LLC $848.344 16.787 0,54% Hisse senetleri
Diversified Portfolios, Inc. $796.987 15.771 0,50% Hisse senetleri
Beacon Pointe Advisors, LLC $787.336 15.580 0,50% Hisse senetleri
Tortuga Wealth Management, Inc $765.535 15.149 0,48% Hisse senetleri
Cetera Investment Advisers $720.730 14.262 0,46% Hisse senetleri
Meridian Wealth Management, LLC $707.490 14.000 0,45% Hisse senetleri
Mariner, LLC $675.148 13.360 0,43% Hisse senetleri
UBS Group AG $656.753 12.996 0,42% Hisse senetleri
Ariadne Wealth Management, LP $653.267 12.927 0,41% Hisse senetleri
Savvy Advisors, Inc. $600.559 11.884 0,38% Hisse senetleri
Sound Portfolio Advisors, LLC $581.961 11.516 0,37% Hisse senetleri
Richard P Slaughter Associates Inc $575.543 11.389 0,36% Hisse senetleri
Selby Wealth Management, LLC $555.731 10.997 0,35% Hisse senetleri
Sowell Financial Services LLC $525.941 10.407 0,33% Hisse senetleri
Weaver Consulting Group $520.511 10.300 0,33% Hisse senetleri
V2 Financial group LLC $517.961 10.250 0,33% Hisse senetleri
WESPAC Advisors SoCal, LLC $500.600 9.906 0,32% Hisse senetleri
Flatrock Wealth Partners LLC $472.064 9.341 0,30% Hisse senetleri
Capital Advantage, Inc. $470.656 9.313 0,30% Hisse senetleri
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $461.738 9.137 0,29% Hisse senetleri
Bristlecone Value Partners, LLC $461.485 9.132 0,29% Hisse senetleri
Bell Investment Advisors, Inc $442.509 8.756 0,28% Hisse senetleri
Shum Financial Group, Inc. $434.197 8.592 0,27% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $430.520 8.519 0,27% Hisse senetleri
KINGSWOOD WEALTH ADVISORS, LLC $430.246 8.514 0,27% Hisse senetleri
Apella Capital, LLC $429.722 8.522 0,27% Hisse senetleri
Client First Capital LLC $422.227 8.355 0,27% Hisse senetleri
RWA WEALTH PARTNERS, LLC $412.012 8.153 0,26% Hisse senetleri
NewEdge Advisors, LLC $402.208 7.959 0,25% Hisse senetleri
Chatterton & Associates Inc. $401.999 7.973 0,25% Hisse senetleri
SEEDS INVESTOR LLC $389.776 7.713 0,25% Hisse senetleri
Creative Planning $385.279 7.624 0,24% Hisse senetleri
VANCE WEALTH, LLC $379.720 7.514 0,24% Hisse senetleri
Farther Finance Advisors, LLC $347.641 6.879 0,22% Hisse senetleri
BASSO CAPITAL MANAGEMENT, L.P. $345.154 6.830 0,22% Hisse senetleri
3 FACTOR INDEXING, LLC $343.083 6.789 0,22% Hisse senetleri
Compound Planning, Inc. $325.193 6.435 0,21% Hisse senetleri
EHRLICH FINANCIAL GROUP $320.847 6.349 0,20% Hisse senetleri
GRAYBILL WEALTH MANAGEMENT, LTD. $303.210 6.000 0,19% Hisse senetleri
Integrated Advisors Network LLC $300.482 5.946 0,19% Hisse senetleri
GC Wealth Management RIA, LLC $299.319 5.923 0,19% Hisse senetleri
NWF Advisory Services Inc. $270.767 5.358 0,17% Hisse senetleri
Savant Capital, LLC $270.565 5.354 0,17% Hisse senetleri
ABOUND FINANCIAL, LLC $252.675 5.000 0,16% Hisse senetleri
Meritas Wealth Management, LLC $251.108 4.969 0,16% Hisse senetleri
Stone Summit Wealth LLC $248.430 4.916 0,16% Hisse senetleri
Trilogy Capital Inc. $228.405 4.520 0,14% Hisse senetleri
Peak Financial Management, Inc. $222.354 4.400 0,14% Hisse senetleri
Bridgewater Advisors Inc. $212.427 4.222 0,13% Hisse senetleri
RIVER'S EDGE WEALTH MANAGEMENT, LLC $209.443 4.154 0,13% Hisse senetleri
CAPTRUST FINANCIAL ADVISORS $202.140 4.000 0,13% Hisse senetleri
CITADEL ADVISORS LLC $201.534 3.988 0,13% Hisse senetleri
UNION SAVINGS BANK $149.264 2.954 0,09% Hisse senetleri
MORGAN STANLEY $126.338 2.500 0,08% Hisse senetleri
Sankala Group LLC $110.853 2.201 0,07% Hisse senetleri
Cheviot Value Management, LLC $88.436 1.750 0,06% Hisse senetleri
CREATIVE FINANCIAL DESIGNS INC /ADV $88.436 1.750 0,06% Hisse senetleri
Allworth Financial LP $78.835 1.560 0,05% Hisse senetleri
Aptus Capital Advisors, LLC $78.178 1.547 0,05% Hisse senetleri
Smartleaf Asset Management LLC $72.056 1.426 0,05% Hisse senetleri
WealthCollab, LLC $65.241 1.291 0,04% Hisse senetleri
Sunrise Financial Services, LLC $53.062 1.050 0,03% Hisse senetleri
Strategic Wealth Partners, Ltd. $50.038 990 0,03% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $3.280 64.912 0,00% Hisse senetleri
Betterment LLC $240 4.758 0,00% Hisse senetleri
WELLS FARGO & COMPANY/MN $43 1 0,00% Hisse senetleri