FREL — Kurumsal Sahipler (13F)

228 dosya · $861.4M toplam · Tarih itibarıyla 30 Eylül 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
BANK OF AMERICA CORP /DE/ $306.892.621 10.474.151 35,63% Hisse senetleri
Lido Advisors, LLC $32.614.609 1.113.126 3,79% Hisse senetleri
CITIZENS & NORTHERN CORP $27.941.476 953.634 3,24% Hisse senetleri
Black Diamond Financial, LLC $26.291.976 897.336 3,05% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25.465.804 869.139 2,96% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $24.458.096 834.747 2,84% Hisse senetleri
MAI Capital Management $22.030.218 751.885 2,56% Hisse senetleri
TRUEFG, LLC $20.723.206 707.277 2,41% Hisse senetleri
PNC Financial Services Group, Inc. $18.623.345 635.609 2,16% Hisse senetleri
LPL Financial LLC $17.766.302 606.359 2,06% Hisse senetleri
Riverpoint Wealth Management Holdings, LLC $16.821.102 574.099 1,95% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $16.139.030 550.820 1,87% Hisse senetleri
Cetera Investment Advisers $12.151.468 414.726 1,41% Hisse senetleri
Pure Financial Advisors, LLC $10.980.024 374.745 1,27% Hisse senetleri
H D Vest Advisory Services $10.948.242 404.892 1,27% Hisse senetleri
DIVERSIFY WEALTH MANAGEMENT, LLC $10.631.650 348.236 1,23% Hisse senetleri
Diversify Advisory Services, LLC $10.631.650 348.236 1,23% Hisse senetleri
Payne Capital Management, LLC $9.563.696 326.406 1,11% Hisse senetleri
Pasadena Private Wealth, LLC $8.497.125 290.004 0,99% Hisse senetleri
Marotta Asset Management $7.555.645 277.985 0,88% Hisse senetleri
MML INVESTORS SERVICES, LLC $7.362.798 251.290 0,85% Hisse senetleri
AE Wealth Management LLC $7.105.301 242.504 0,82% Hisse senetleri
Dynamic Advisor Solutions LLC $6.401.500 218.481 0,74% Hisse senetleri
AGF MANAGEMENT LTD $6.361.147 217.104 0,74% Hisse senetleri
Heck Capital Advisors, LLC $6.348.880 235.930 0,74% Hisse senetleri
OSAIC HOLDINGS, INC. $6.170.899 210.574 0,72% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $6.070.439 207.182 0,70% Hisse senetleri
Creative Planning $5.948.520 203.021 0,69% Hisse senetleri
AMERICAN FINANCIAL & TAX STRATEGIES INC $5.846.940 199.554 0,68% Hisse senetleri
MORGAN STANLEY $5.531.271 188.778 0,64% Hisse senetleri
Townsend Financial Planning, LLC $5.030.281 171.682 0,58% Hisse senetleri
RFG Advisory, LLC $4.921.363 167.965 0,57% Hisse senetleri
Physician Wealth Advisors, Inc. $4.673.432 159.503 0,54% Hisse senetleri
HighTower Advisors, LLC $4.468.971 152.525 0,52% Hisse senetleri
Steward Partners Investment Advisory, LLC $4.340.930 148.155 0,50% Hisse senetleri
EP Wealth Advisors, LLC $4.249.247 145.026 0,49% Hisse senetleri
Essential Planning, LLC. $3.977.936 135.769 0,46% Hisse senetleri
Financial Engines Advisors L.L.C. $3.898.365 133.050 0,45% Hisse senetleri
Prospect Financial Group LLC $3.651.848 124.636 0,42% Hisse senetleri
Opes Wealth Management LLC $3.599.858 133.774 0,42% Hisse senetleri
SigFig Wealth Management, LLC $3.379.275 113.284 0,39% Hisse senetleri
Independent Solutions Wealth Management, LLC $3.379.214 115.332 0,39% Hisse senetleri
Mariner, LLC $3.264.478 111.416 0,38% Hisse senetleri
SACHEM HILL LLC $2.669.170 91.098 0,31% Hisse senetleri
Livet Wealth, LLC $2.627.242 89.667 0,30% Hisse senetleri
LODESTAR PRIVATE ASSET MANAGEMENT LLC $2.549.422 87.011 0,30% Hisse senetleri
UBS Group AG $2.407.786 82.177 0,28% Hisse senetleri
NorthCoast Asset Management LLC $2.400.336 81.922 0,28% Hisse senetleri
Sachetta, LLC $2.390.476 81.586 0,28% Hisse senetleri
STIFEL FINANCIAL CORP $2.334.310 79.671 0,27% Hisse senetleri
NWAM LLC $2.316.534 79.063 0,27% Hisse senetleri
Beckerman Institutional, LLC $2.259.589 77.119 0,26% Hisse senetleri
Global View Capital Management LLC $2.246.021 76.656 0,26% Hisse senetleri
ROYAL BANK OF CANADA $2.238.000 76.377 0,26% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $2.108.276 71.955 0,24% Hisse senetleri
SUMMIT WEALTH GROUP LLC / CO $2.022.728 69.035 0,23% Hisse senetleri
Eagle Bay Advisors LLC $1.993.956 68.053 0,23% Hisse senetleri
Congress Wealth Management LLC / DE / $1.957.396 72.388 0,23% Hisse senetleri
Fifth Third Securities, Inc. $1.919.443 65.510 0,22% Hisse senetleri
Asset Management Group, Inc. $1.846.738 63.029 0,21% Hisse senetleri
Tortoise Investment Management, LLC $1.842.208 62.874 0,21% Hisse senetleri
Atria Investments, Inc $1.800.269 61.443 0,21% Hisse senetleri
Birchcreek Wealth Management, LLC $1.775.338 60.592 0,21% Hisse senetleri
FIRST NATIONAL CORP /MA/ /ADV $1.734.310 62.318 0,20% Hisse senetleri
Blue Barn Wealth, LLC $1.650.379 61.375 0,19% Hisse senetleri
Marks Group Wealth Management, Inc $1.627.879 55.559 0,19% Hisse senetleri
HF Advisory Group, LLC $1.612.569 55.036 0,19% Hisse senetleri
Beaumont Financial Advisors, LLC $1.611.734 55.008 0,19% Hisse senetleri
Soltis Investment Advisors LLC $1.593.544 54.387 0,18% Hisse senetleri
Farther Finance Advisors, LLC $1.540.517 52.577 0,18% Hisse senetleri
Atria Wealth Solutions, Inc. $1.517.896 55.917 0,18% Hisse senetleri
AMERIPRISE FINANCIAL INC $1.440.920 49.178 0,17% Hisse senetleri
Rehmann Capital Advisory Group $1.408.890 48.085 0,16% Hisse senetleri
Kestra Advisory Services, LLC $1.341.711 45.792 0,16% Hisse senetleri
Savvy Advisors, Inc. $1.326.868 45.286 0,15% Hisse senetleri
21 West Wealth Management LLC $1.310.911 44.741 0,15% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.307.219 44.615 0,15% Hisse senetleri
J.W. COLE ADVISORS, INC. $1.191.780 40.675 0,14% Hisse senetleri
D. E. Shaw & Co., Inc. $1.181.669 40.330 0,14% Hisse senetleri
SMITH, MOORE & CO. $1.169.978 39.931 0,14% Hisse senetleri
Life Planning Partners, Inc $1.090.906 37.232 0,13% Hisse senetleri
Full Sail Capital, LLC $1.071.163 38.517 0,12% Hisse senetleri
Glass Jacobson Investment Advisors llc $1.069.018 36.485 0,12% Hisse senetleri
Northwest Wealth Advisors, LLC $1.045.561 35.685 0,12% Hisse senetleri
PKS Advisory Services, LLC $1.002.120 34.201 0,12% Hisse senetleri
Rather & Kittrell, Inc. $980.759 33.473 0,11% Hisse senetleri
INTEGRATED CAPITAL MANAGEMENT, INC. $976.379 33.324 0,11% Hisse senetleri
BLUE JEAN FINANCIAL LLC $972.848 33.203 0,11% Hisse senetleri
FMR LLC $933.976 31.876 0,11% Hisse senetleri
New England Private Wealth Advisors LLC $927.885 30.333 0,11% Hisse senetleri
Integrated Investment Consultants, LLC $908.300 31.000 0,11% Hisse senetleri
Fort Point Capital Partners LLC $907.391 30.969 0,11% Hisse senetleri
WELLS FARGO & COMPANY/MN $846.018 28.874 0,10% Hisse senetleri
BALANCED WEALTH GROUP LLC $831.754 28.387 0,10% Hisse senetleri
Savant Capital, LLC $806.081 27.511 0,09% Hisse senetleri
Sunbelt Securities, Inc. $801.613 29.789 0,09% Hisse senetleri
Gladstone Institutional Advisory LLC $789.929 26.960 0,09% Hisse senetleri
Fingerlakes Wealth Management, Inc. $753.650 25.722 0,09% Hisse senetleri
CITIGROUP INC $748.849 25.558 0,09% Hisse senetleri
JPMORGAN CHASE & CO $738.580 24.759 0,09% Hisse senetleri
Global Retirement Partners, LLC $720.209 24.581 0,08% Hisse senetleri
IFP Advisors, Inc $719.989 24.573 0,08% Hisse senetleri
SYKON CAPITAL LLC $697.038 23.790 0,08% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $695.523 23.738 0,08% Hisse senetleri
Smith Salley Wealth Management $684.422 23.359 0,08% Hisse senetleri
Pinnacle Financial Partners, Inc. $637.213 21.747 0,07% Hisse senetleri
Investmark Advisory Group LLC $610.170 20.825 0,07% Hisse senetleri
Envestnet Portfolio Solutions, Inc. $607.184 20.723 0,07% Hisse senetleri
Larson Financial Group LLC $582.834 19.892 0,07% Hisse senetleri
Private Advisor Group, LLC $581.707 19.853 0,07% Hisse senetleri
Galvin, Gaustad & Stein, LLC $541.224 18.472 0,06% Hisse senetleri
Arax Advisory Partners $520.239 17.755 0,06% Hisse senetleri
Compound Planning, Inc. $511.021 17.441 0,06% Hisse senetleri
Capital Investment Advisory Services, LLC $497.767 16.989 0,06% Hisse senetleri
Advisory Services Network, LLC $466.940 15.936 0,05% Hisse senetleri
Robertson Stephens Wealth Management, LLC $445.712 15.212 0,05% Hisse senetleri
RIK SAYLOR FINANCIAL, INC. $428.167 14.613 0,05% Hisse senetleri
Ausdal Financial Partners, Inc. $413.921 14.127 0,05% Hisse senetleri
LYNCH & ASSOCIATES/IN $409.936 13.991 0,05% Hisse senetleri
Disciplined Investments, LLC $409.497 13.976 0,05% Hisse senetleri
Independence Financial Advisors, LLC $400.395 13.665 0,05% Hisse senetleri
ATLAS CAPITAL ADVISORS INC. $383.976 13.105 0,04% Hisse senetleri
Keel Point, LLC $380.446 12.984 0,04% Hisse senetleri
THOMPSON INVESTMENT MANAGEMENT, INC. $365.239 12.466 0,04% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $362.853 12.279 0,04% Hisse senetleri
Brookstone Capital Management $347.513 11.861 0,04% Hisse senetleri
Ameritas Advisory Services, LLC $336.937 11.500 0,04% Hisse senetleri
Clearview Wealth Management LLC $336.833 11.496 0,04% Hisse senetleri
Modera Wealth Management, LLC $330.128 11.267 0,04% Hisse senetleri
PENOBSCOT WEALTH MANAGEMENT $328.822 11.223 0,04% Hisse senetleri
Kohmann Bosshard Financial Services, LLC $326.138 11.131 0,04% Hisse senetleri
KDK Private Wealth Management, LLC $313.630 10.704 0,04% Hisse senetleri
UNITED CAPITAL FINANCIAL ADVISORS, LLC $302.984 10.339 0,04% Hisse senetleri
MISSION WEALTH MANAGEMENT, LP $297.606 10.157 0,03% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $291.238 9.718 0,03% Hisse senetleri
PBMares Wealth Management LLC $276.654 9.948 0,03% Hisse senetleri
Smartleaf Asset Management LLC $274.108 9.189 0,03% Hisse senetleri
NorthLanding Financial Partners, LLC $268.443 9.162 0,03% Hisse senetleri
PFG Advisors $260.295 8.884 0,03% Hisse senetleri
POLEN CAPITAL MANAGEMENT LLC $254.099 8.672 0,03% Hisse senetleri
Cornerstone Financial Group, LLC /NE/ $249.452 8.514 0,03% Hisse senetleri
Blue Trust, Inc. $247.187 8.436 0,03% Hisse senetleri
Demars Financial Group, LLC $245.316 8.373 0,03% Hisse senetleri
Maxele Advisors, LLC $237.059 8.091 0,03% Hisse senetleri
Meridian Wealth Management, LLC $234.006 7.987 0,03% Hisse senetleri
PRINCIPAL SECURITIES, INC. $224.526 7.663 0,03% Hisse senetleri
Corient Private Wealth LP $220.478 7.525 0,03% Hisse senetleri
Talon Private Wealth, LLC $218.461 7.456 0,03% Hisse senetleri
CITIZENS FINANCIAL GROUP INC/RI $212.535 7.254 0,02% Hisse senetleri
Merit Financial Group, LLC $212.484 7.252 0,02% Hisse senetleri
Snowden Capital Advisors LLC $209.947 7.165 0,02% Hisse senetleri
Financial Freedom, LLC $205.444 7.012 0,02% Hisse senetleri
Wilmington Savings Fund Society, FSB $199.504 6.809 0,02% Hisse senetleri
Ancora Advisors LLC $163.992 5.597 0,02% Hisse senetleri
CIBC Private Wealth Group LLC $139.050 5.000 0,02% Hisse senetleri
Colonial Trust Advisors $132.319 4.516 0,02% Hisse senetleri
FIFTH THIRD BANCORP $126.136 4.305 0,01% Hisse senetleri
Elevated Capital Advisors, LLC $99.529 3.397 0,01% Hisse senetleri
Financial Perspectives, Inc $93.211 3.181 0,01% Hisse senetleri
Qube Research & Technologies Ltd $76.239 2.602 0,01% Hisse senetleri
Glenmede Investment Management, LP $68.412 2.460 0,01% Hisse senetleri
Aspect Partners, LLC $68.035 2.322 0,01% Hisse senetleri
Colonial Trust Co / SC $64.284 2.194 0,01% Hisse senetleri
BLAIR WILLIAM & CO/IL $58.595 2.000 0,01% Hisse senetleri
Stone House Investment Management, LLC $57.604 1.966 0,01% Hisse senetleri
Atlantic Union Bankshares Corp $54.879 1.873 0,01% Hisse senetleri
BOK Financial Private Wealth, Inc. $48.756 1.664 0,01% Hisse senetleri
BROWN BROTHERS HARRIMAN & CO $33.754 1.152 0,00% Hisse senetleri
Quent Capital, LLC $31.676 1.081 0,00% Hisse senetleri
COMERICA BANK $30.628 1.139 0,00% Hisse senetleri
SHP Wealth Management $30.384 1.037 0,00% Hisse senetleri
Darwin Wealth Management, LLC $29.570 1.009 0,00% Hisse senetleri
CREATIVE FINANCIAL DESIGNS INC /ADV $29.124 994 0,00% Hisse senetleri
Sandy Spring Bank $27.470 1.000 0,00% Hisse senetleri
GLENMEDE TRUST CO NA $22.590 771 0,00% Hisse senetleri
Dogwood Wealth Management LLC $19.074 651 0,00% Hisse senetleri
Decker Retirement Planning Inc. $18.693 638 0,00% Hisse senetleri
Johnson Financial Group, Inc. $17.580 600 0,00% Hisse senetleri
Rockefeller Capital Management L.P. $15.177 518 0,00% Hisse senetleri
Crewe Advisors LLC $14.475 494 0,00% Hisse senetleri
AdvisorNet Financial, Inc $13.073 446 0,00% Hisse senetleri
Napier Financial, LLC $10.226 349 0,00% Hisse senetleri
Glen Eagle Advisors, LLC $10.157 347 0,00% Hisse senetleri
CWM, LLC $9.984 371 0,00% Hisse senetleri
CNB Bank $9.669 330 0,00% Hisse senetleri
Quest 10 Wealth Builders, Inc. $9.435 322 0,00% Hisse senetleri
Clearstead Advisors, LLC $8.849 302 0,00% Hisse senetleri
ASSETMARK, INC $7.384 252 0,00% Hisse senetleri
VISION FINANCIAL MARKETS LLC $6.444 219 0,00% Hisse senetleri
BANK OF MONTREAL /CAN/ $5.860 200 0,00% Hisse senetleri
Investors Research Corp $4.763 177 0,00% Hisse senetleri
Abound Wealth Management $4.662 173 0,00% Hisse senetleri
Capital A Wealth Management, LLC $4.211 158 0,00% Hisse senetleri
Promus Capital, LLC $4.172 150 0,00% Hisse senetleri
TOUNJIAN ADVISORY PARTNERS, LLC $3.797 130 0,00% Hisse senetleri
BlackRock, Inc. $3.780 129 0,00% Hisse senetleri
PARK AVENUE SECURITIES LLC $3.183 108.642 0,00% Hisse senetleri
Bogart Wealth, LLC $3.140 107 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $3.081 105.148 0,00% Hisse senetleri
Glassman Wealth Services $2.871 98 0,00% Hisse senetleri
HARBOUR INVESTMENTS, INC. $2.829 97 0,00% Hisse senetleri
Financial Network Wealth Advisors LLC $2.198 75 0,00% Hisse senetleri
Geneos Wealth Management Inc. $2.117 72 0,00% Hisse senetleri
Palisades Hudson Asset Management, L.P. $1.850 63.130 0,00% Hisse senetleri
1 NORTH WEALTH SERVICES LLC $1.846 63 0,00% Hisse senetleri
Strengthening Families & Communities, LLC $1.846 63 0,00% Hisse senetleri
IFG Advisory, LLC $1.465 50 0,00% Hisse senetleri
Oakmont Advisory Group, LLC $1.348 46 0,00% Hisse senetleri
WealthCollab, LLC $1.260 43 0,00% Hisse senetleri
FIRST COMMUNITY TRUST NA $1.184 44 0,00% Hisse senetleri
High Note Wealth, LLC $1.055 36 0,00% Hisse senetleri
EVOLUTION WEALTH MANAGEMENT INC. $938 32 0,00% Hisse senetleri
Allworth Financial LP $934 32 0,00% Hisse senetleri
AlphaCore Capital LLC $879 30 0,00% Hisse senetleri
SOA Wealth Advisors, LLC. $853 29 0,00% Hisse senetleri
Key Capital Management, INC $733 25 0,00% Hisse senetleri
Aptus Capital Advisors, LLC $557 19 0,00% Hisse senetleri
Provenance Wealth Advisors, LLC $440 15 0,00% Hisse senetleri
Allspring Global Investments Holdings, LLC $297 10 0,00% Hisse senetleri
Mechanics Financial Corp $205 7 0,00% Hisse senetleri
FOSTER & MOTLEY INC $204 6.949 0,00% Hisse senetleri
Parallel Advisors, LLC $117 4 0,00% Hisse senetleri
Transamerica Financial Advisors, LLC $108 3 0,00% Hisse senetleri
CX Institutional $102 3.767 0,00% Hisse senetleri
Motiv8 Investments LLC $80 2.957 0,00% Hisse senetleri
Russell Investments Group, Ltd. $29 1 0,00% Hisse senetleri
Raleigh Capital Management Inc. $17 1 0,00% Hisse senetleri
HANTZ FINANCIAL SERVICES, INC. $0 4 0,00% Hisse senetleri