SOR — Kurumsal Sahipler (13F)

58 dosya · $73.7M 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
DKM Wealth Management, Inc. $14.393.004 313.096 19,53% Hisse senetleri
D.A. DAVIDSON & CO. $7.673.337 166.920 10,41% Hisse senetleri
Shaker Financial Services, LLC $7.077.818 153.966 9,61% Hisse senetleri
DIVERSIFIED MANAGEMENT INC $5.464.324 117.969 7,42% Hisse senetleri
Hara Capital LLC $4.577.003 99.565 6,21% Hisse senetleri
MORGAN STANLEY $4.177.616 90.877 5,67% Hisse senetleri
FIRST TRUST ADVISORS LP $3.473.217 75.554 4,71% Hisse senetleri
Mesirow Financial Investment Management, Inc. $3.466.524 75.409 4,70% Hisse senetleri
WELLS FARGO & COMPANY/MN $3.103.138 67.504 4,21% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $2.667.036 58.017 3,62% Hisse senetleri
Invesco Ltd. $1.560.773 33.952 2,12% Hisse senetleri
Anchor Investment Management, LLC $1.321.954 28.757 1,79% Hisse senetleri
Smith Asset Management Co., LLC $1.290.010 28.062 1,75% Hisse senetleri
US BANCORP \DE\ $1.140.056 24.800 1,55% Hisse senetleri
Keating Financial Advisory Services, Inc. $1.047.476 22.786 1,42% Hisse senetleri
LPL Financial LLC $966.499 21.025 1,31% Hisse senetleri
&PARTNERS $726.272 15.799 0,99% Hisse senetleri
OSAIC HOLDINGS, INC. $694.963 15.115 0,94% Hisse senetleri
Chemistry Wealth Management LLC $652.360 14.191 0,89% Hisse senetleri
Baltimore-Washington Financial Advisors, Inc. $646.660 14.067 0,88% Hisse senetleri
BANK OF AMERICA CORP /DE/ $645.337 14.038 0,88% Hisse senetleri
PECAUT & CO. $625.241 13.601 0,85% Hisse senetleri
READYSTATE ASSET MANAGEMENT LP $564.512 12.280 0,77% Hisse senetleri
AE Wealth Management LLC $540.607 11.760 0,73% Hisse senetleri
NWF Advisory Services Inc. $540.194 11.751 0,73% Hisse senetleri
EVOLVE PRIVATE WEALTH, LLC $490.316 10.666 0,67% Hisse senetleri
Pinnacle Financial Partners, Inc. $475.062 10.334 0,64% Hisse senetleri
CARY STREET PARTNERS FINANCIAL LLC $451.058 9.812 0,61% Hisse senetleri
Capital Investment Counsel, Inc $413.730 9.000 0,56% Hisse senetleri
Private Advisor Group, LLC $366.706 7.977 0,50% Hisse senetleri
Waypoint Wealth Partners Inc. $310.219 7.154 0,42% Hisse senetleri
Cetera Investment Advisers $289.808 6.304 0,39% Hisse senetleri
UBS Group AG $255.593 5.560 0,35% Hisse senetleri
NewEdge Advisors, LLC $235.345 5.120 0,32% Hisse senetleri
Beacon Pointe Advisors, LLC $214.864 4.674 0,29% Hisse senetleri
ASSETMARK, INC $164.848 3.586 0,22% Hisse senetleri
Align Financial, LLC $153.796 3.346 0,21% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $124.216 2.766 0,17% Hisse senetleri
ROYAL BANK OF CANADA $83.000 1.815 0,11% Hisse senetleri
AlphaCentric Advisors LLC $78.149 1.700 0,11% Hisse senetleri
Crossingbridge Advisors, LLC $78.149 1.700 0,11% Hisse senetleri
Manchester Capital Management LLC $69.889 1.520 0,09% Hisse senetleri
Key Capital Management, INC $60.129 1.308 0,08% Hisse senetleri
LANARK FINANCIAL, INC. $51.102 1.111 0,07% Hisse senetleri
PNC Financial Services Group, Inc. $45.971 1.000 0,06% Hisse senetleri
WOLVERINE ASSET MANAGEMENT LLC $44.361 965 0,06% Hisse senetleri
Rockefeller Capital Management L.P. $41.971 913 0,06% Hisse senetleri
WHI TRUST Co LLC $41.925 912 0,06% Hisse senetleri
JPMORGAN CHASE & CO $32.659 717 0,04% Hisse senetleri
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32.179 700 0,04% Hisse senetleri
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22.904 495 0,03% Hisse senetleri
MATHER GROUP, LLC. $10.749 234 0,01% Hisse senetleri
CWM, LLC $3.103 67 0,00% Hisse senetleri
Cassaday & Co Wealth Management LLC $920 20 0,00% Hisse senetleri
Janney Montgomery Scott LLC $340 7.388 0,00% Hisse senetleri
Russell Investments Group, Ltd. $138 3 0,00% Hisse senetleri
Motiv8 Investments LLC $5 109 0,00% Hisse senetleri
Colonial Trust Co / SC $4 0 0,00% Hisse senetleri