HFSI — Kurumsal Sahipler (13F)

82 dosya · $741.2M 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
New England Capital Financial Advisors LLC $96.418.159 2.742.268 13,01% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91.389.007 2.599.232 12,33% Hisse senetleri
BANK OF AMERICA CORP /DE/ $74.090.348 2.107.234 10,00% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $55.660.808 1.583.072 7,51% Hisse senetleri
Hartford Funds Management Co LLC $54.822.949 1.559.242 7,40% Hisse senetleri
BENJAMIN EDWARDS INC $34.051.264 968.502 4,59% Hisse senetleri
Retirement Management Systems Inc. $29.280.651 832.783 3,95% Hisse senetleri
Modern Wealth Management, LLC $27.201.066 773.637 3,67% Hisse senetleri
OSAIC HOLDINGS, INC. $25.341.097 720.743 3,42% Hisse senetleri
Bleakley Financial Group, LLC $22.613.014 643.146 3,05% Hisse senetleri
Wealthspire Retirement, LLC $21.080.296 600.921 2,84% Hisse senetleri
Centric Wealth Management $14.435.235 411.612 1,95% Hisse senetleri
ROYAL BANK OF CANADA $13.702.000 389.715 1,85% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $13.104.536 372.711 1,77% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $11.085.006 313.490 1,50% Hisse senetleri
STIFEL FINANCIAL CORP $10.832.936 308.104 1,46% Hisse senetleri
Live Oak Investment Partners $9.382.371 266.848 1,27% Hisse senetleri
Focus Partners Wealth $8.977.407 255.309 1,21% Hisse senetleri
Mutual Advisors, LLC $8.596.796 244.505 1,16% Hisse senetleri
GREAT VALLEY ADVISOR GROUP, INC. $8.211.935 233.559 1,11% Hisse senetleri
CITIZENS FINANCIAL GROUP INC/RI $7.950.094 225.038 1,07% Hisse senetleri
LPL Financial LLC $7.414.998 210.893 1,00% Hisse senetleri
MGO ONE SEVEN LLC $7.107.747 202.154 0,96% Hisse senetleri
TRUIST FINANCIAL CORP $6.842.036 194.597 0,92% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $6.293.110 178.985 0,85% Hisse senetleri
Retirement Planning Group, LLC $6.153.809 175.023 0,83% Hisse senetleri
Sonoma Allocations LLC $6.026.654 171.553 0,81% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5.865.802 167.236 0,79% Hisse senetleri
Private Advisor Group, LLC $5.710.772 162.423 0,77% Hisse senetleri
Sanctuary Advisors, LLC $5.078.088 144.428 0,69% Hisse senetleri
WNY Asset Management, LLC $3.826.236 108.824 0,52% Hisse senetleri
DIVERSIFY WEALTH MANAGEMENT, LLC $3.600.890 103.237 0,49% Hisse senetleri
Diversify Advisory Services, LLC $3.600.890 103.237 0,49% Hisse senetleri
MML INVESTORS SERVICES, LLC $3.189.082 90.702 0,43% Hisse senetleri
Strategic Blueprint, LLC $2.974.290 84.593 0,40% Hisse senetleri
CARY STREET PARTNERS FINANCIAL LLC $2.697.827 76.730 0,36% Hisse senetleri
JPMORGAN CHASE & CO $2.312.191 65.622 0,31% Hisse senetleri
Beacon Pointe Advisors, LLC $2.298.585 65.375 0,31% Hisse senetleri
Kovack Advisors, Inc. $1.792.404 51.047 0,24% Hisse senetleri
&PARTNERS $1.525.225 43.039 0,21% Hisse senetleri
Destiny Capital Corp/CO $1.335.539 37.985 0,18% Hisse senetleri
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $1.311.679 37.306 0,18% Hisse senetleri
EP Wealth Advisors, LLC $1.267.975 36.063 0,17% Hisse senetleri
Cetera Investment Advisers $1.194.935 33.986 0,16% Hisse senetleri
Steward Partners Investment Advisory, LLC $1.112.568 31.643 0,15% Hisse senetleri
Hobart Private Capital, LLC $909.800 25.876 0,12% Hisse senetleri
Mariner, LLC $788.182 22.417 0,11% Hisse senetleri
AdvisorNet Financial, Inc $776.848 22.095 0,10% Hisse senetleri
Arkadios Wealth Advisors $715.610 20.353 0,10% Hisse senetleri
UPTICK PARTNERS, LLC $649.015 18.459 0,09% Hisse senetleri
CORE WEALTH ADVISORS, LLC $632.564 17.991 0,09% Hisse senetleri
SURIENCE PRIVATE WEALTH LLC $631.755 17.968 0,09% Hisse senetleri
Evergreen Wealth Partners LLC $611.538 17.393 0,08% Hisse senetleri
FLAGSHIP HARBOR ADVISORS, LLC $591.919 16.835 0,08% Hisse senetleri
Marks Group Wealth Management, Inc $571.772 16.263 0,08% Hisse senetleri
HARBOUR INVESTMENTS, INC. $556.426 15.826 0,08% Hisse senetleri
Capital Investment Advisory Services, LLC $553.875 15.753 0,07% Hisse senetleri
Concurrent Investment Advisors, LLC $488.927 13.906 0,07% Hisse senetleri
CWC Advisors, LLC. $401.105 11.408 0,05% Hisse senetleri
Vise Technologies, Inc. $383.947 10.920 0,05% Hisse senetleri
Meridian Financial Advisors, LLC $332.842 9.466 0,04% Hisse senetleri
Bright Futures Wealth Management, LLC. $329.578 9.374 0,04% Hisse senetleri
StoneX Group Inc. $314.420 8.919 0,04% Hisse senetleri
Cypress Wealth Services, LLC $308.865 8.785 0,04% Hisse senetleri
Coquina Private Wealth LLC $293.691 8.353 0,04% Hisse senetleri
AXXCESS WEALTH MANAGEMENT, LLC $245.522 6.983 0,03% Hisse senetleri
Stonebridge Financial Group, LLC / MO $244.428 6.952 0,03% Hisse senetleri
Summit Financial, LLC $239.818 6.788 0,03% Hisse senetleri
ALEXANDER LABRUNERIE & CO., INC. $231.142 6.574 0,03% Hisse senetleri
BARNES PETTEY FINANCIAL ADVISORS, LLC $201.358 5.726 0,03% Hisse senetleri
Wealth Enhancement Trust Services, Inc. $192.466 5.474 0,03% Hisse senetleri
IFP Advisors, Inc $98.202 2.793 0,01% Hisse senetleri
Geneos Wealth Management Inc. $73.906 2.102 0,01% Hisse senetleri
Continuum Advisory, LLC $30.800 876 0,00% Hisse senetleri
Bogart Wealth, LLC $25.444 724 0,00% Hisse senetleri
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $18.832 536 0,00% Hisse senetleri
FSA Wealth Management LLC $7.112 200 0,00% Hisse senetleri
MORGAN STANLEY $5.913 168 0,00% Hisse senetleri
Rockefeller Capital Management L.P. $2.848 81 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $2.793 79.450 0,00% Hisse senetleri
NATIXIS ADVISORS, LLC $2.229 63.397 0,00% Hisse senetleri
Capital Analysts, LLC $183 5.206 0,00% Hisse senetleri