VSDM — Kurumsal Sahipler (13F)

123 dosya · $264.4M 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
Capital Investment Services of America, Inc. $21.527.589 280.929 8,14% Hisse senetleri
TRUIST FINANCIAL CORP $19.242.152 251.105 7,28% Hisse senetleri
Mills Wealth Advisors LLC $12.638.279 164.926 4,78% Hisse senetleri
S.A. Mason LLC $12.558.737 163.888 4,75% Hisse senetleri
Keystone Financial Group, Inc. $10.896.287 142.196 4,12% Hisse senetleri
Kestra Investment Management, LLC $10.676.015 139.319 4,04% Hisse senetleri
American Investment Services, Inc. $9.862.971 128.709 3,73% Hisse senetleri
MOSAIC FAMILY WEALTH PARTNERS, LLC $9.700.330 126.587 3,67% Hisse senetleri
CGN Advisors LLC $9.513.921 124.154 3,60% Hisse senetleri
Frisch Financial Group, Inc. $7.509.740 98.000 2,84% Hisse senetleri
Quantinno Capital Management LP $7.509.740 98.000 2,84% Hisse senetleri
Acumen Wealth Advisors, LLC $6.319.447 82.467 2,39% Hisse senetleri
Beaird Harris Wealth Management, LLC $5.723.648 74.692 2,16% Hisse senetleri
RW Investment Management LLC $5.387.779 70.309 2,04% Hisse senetleri
IRON Financial LLC $5.045.344 65.840 1,91% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $5.018.240 65.487 1,90% Hisse senetleri
MASTER'S WEALTH MANAGEMENT INC. $4.727.228 61.689 1,79% Hisse senetleri
Rialto Wealth Management, LLC $4.693.741 61.252 1,78% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $3.866.446 50.496 1,46% Hisse senetleri
Belpointe Asset Management LLC $3.863.813 50.421 1,46% Hisse senetleri
Alliance Private Wealth, LLC $3.486.757 45.501 1,32% Hisse senetleri
TD Capital Management LLC $3.331.340 43.473 1,26% Hisse senetleri
Bank of New York Mellon Corp $3.197.334 41.724 1,21% Hisse senetleri
Topsail Wealth Management, LLC $3.129.820 40.843 1,18% Hisse senetleri
GSG Advisors LLC $3.003.896 39.200 1,14% Hisse senetleri
Professional Financial Advisors, LLC $2.931.504 38.255 1,11% Hisse senetleri
Timmons Wealth Management, LLC $2.884.047 37.636 1,09% Hisse senetleri
LPL Financial LLC $2.874.507 37.512 1,09% Hisse senetleri
Dakota Wealth Management $2.749.102 35.875 1,04% Hisse senetleri
GREAT VALLEY ADVISOR GROUP, INC. $2.517.944 32.858 0,95% Hisse senetleri
Bedel Financial Consulting, Inc. $2.341.813 30.560 0,89% Hisse senetleri
Stonebridge Financial Group, LLC $2.220.465 29.853 0,84% Hisse senetleri
JPMORGAN CHASE & CO $2.189.263 28.573 0,83% Hisse senetleri
Aprio Wealth Management, LLC $2.143.341 27.970 0,81% Hisse senetleri
MBM WEALTH CONSULTANTS, LLC $2.114.528 27.594 0,80% Hisse senetleri
Harbor Group, Inc. $1.984.618 25.899 0,75% Hisse senetleri
Verum Partners LLC $1.770.291 23.102 0,67% Hisse senetleri
Lindenwold Advisors $1.769.853 23.075 0,67% Hisse senetleri
Burton Enright Welch $1.638.870 21.387 0,62% Hisse senetleri
Karpus Management, Inc. $1.609.230 21.000 0,61% Hisse senetleri
Financial Engines Advisors L.L.C. $1.525.397 19.906 0,58% Hisse senetleri
HighTower Advisors, LLC $1.452.828 18.959 0,55% Hisse senetleri
CRA Financial Services, LLC $1.378.420 17.988 0,52% Hisse senetleri
Essex Financial Services, Inc. $1.350.374 17.622 0,51% Hisse senetleri
Baker Ellis Asset Management LLC $1.256.732 16.400 0,48% Hisse senetleri
Integrated Wealth Concepts LLC $1.227.292 16.016 0,46% Hisse senetleri
NEUBERGER BERMAN GROUP LLC $1.219.183 15.910 0,46% Hisse senetleri
TCI Wealth Advisors, Inc. $1.181.635 15.420 0,45% Hisse senetleri
&PARTNERS $1.101.710 14.377 0,42% Hisse senetleri
MFA Wealth Services $1.079.092 14.082 0,41% Hisse senetleri
Wedmont Private Capital $1.004.939 13.156 0,38% Hisse senetleri
Composition Wealth, LLC $1.004.313 13.106 0,38% Hisse senetleri
JANE STREET GROUP, LLC $888.831 11.599 0,34% Hisse senetleri
Signal Advisors Wealth, LLC $855.574 11.165 0,32% Hisse senetleri
Kelman-Lazarov, Inc. $809.976 10.570 0,31% Hisse senetleri
PARSONS CAPITAL MANAGEMENT INC/RI $786.378 10.262 0,30% Hisse senetleri
Quantum Financial Planning Services, Inc. $782.449 10.211 0,30% Hisse senetleri
Cascade Wealth Advisors, Inc $772.287 10.140 0,29% Hisse senetleri
Prospera Capital Management, LLC $714.570 9.342 0,27% Hisse senetleri
VSM Wealth Advisory, LLC $708.018 6.989 0,27% Hisse senetleri
Breakwater Capital Group $679.248 8.864 0,26% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657.522 8.608 0,25% Hisse senetleri
CFS Investment Advisory Services, LLC $647.065 8.463 0,24% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643.385 8.396 0,24% Hisse senetleri
New England Private Wealth Advisors LLC $637.384 8.393 0,24% Hisse senetleri
Donalies Financial Planning, LLC $637.102 8.314 0,24% Hisse senetleri
Equitable Holdings, Inc. $558.215 7.285 0,21% Hisse senetleri
Bryn Mawr Trust Advisors, LLC $553.410 7.222 0,21% Hisse senetleri
Gutierrez Wealth Advisory, LLC $512.174 6.684 0,19% Hisse senetleri
Conservest Capital Advisors, Inc. $504.839 6.588 0,19% Hisse senetleri
Forum Financial Management, LP $503.227 6.567 0,19% Hisse senetleri
Corient Private Wealth LP $500.933 6.537 0,19% Hisse senetleri
L. Roy Papp & Associates, LLP $499.628 6.520 0,19% Hisse senetleri
OakTrust Wealth Advisors, LLC $498.760 6.509 0,19% Hisse senetleri
Soltis Investment Advisors LLC $488.173 6.371 0,18% Hisse senetleri
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466.830 6.092 0,18% Hisse senetleri
Waverly Advisors, LLC $448.286 5.850 0,17% Hisse senetleri
EverSource Wealth Advisors, LLC $438.477 5.722 0,17% Hisse senetleri
N.E.W. Advisory Services LLC $419.140 5.470 0,16% Hisse senetleri
Sugar Maple Asset Management, LLC $411.298 5.367 0,16% Hisse senetleri
Worth Asset Management, LLC $353.571 4.614 0,13% Hisse senetleri
Strategic Financial Concepts, LLC $351.530 4.587 0,13% Hisse senetleri
Financial Planning Hawaii, Inc. $347.984 4.541 0,13% Hisse senetleri
Ascent Group, LLC $315.869 4.122 0,12% Hisse senetleri
Stratos Wealth Partners, LTD. $309.202 4.034 0,12% Hisse senetleri
Kestra Advisory Services, LLC $301.314 3.932 0,11% Hisse senetleri
Advyzon Investment Management, LLC $292.336 3.815 0,11% Hisse senetleri
Cherry Tree Wealth Management, LLC $277.478 3.621 0,10% Hisse senetleri
Beacon Pointe Advisors, LLC $275.902 3.600 0,10% Hisse senetleri
Foundry Financial LLC $236.174 3.082 0,09% Hisse senetleri
TAGStone Capital, Inc. $234.948 3.066 0,09% Hisse senetleri
Summit Wealth Partners, LLC $231.346 3.019 0,09% Hisse senetleri
Kropog Financial Group, LLC $224.474 2.929 0,08% Hisse senetleri
Advisory Services Network, LLC $219.622 2.866 0,08% Hisse senetleri
CARDIFF PARK ADVISORS, LLC $218.396 2.850 0,08% Hisse senetleri
Elequin Capital, LP $210.426 2.746 0,08% Hisse senetleri
Bill Few Associates, Inc. $209.200 2.730 0,08% Hisse senetleri
Elmwood Wealth Management, Inc. $207.201 2.704 0,08% Hisse senetleri
Graney & King, LLC $202.585 2.644 0,08% Hisse senetleri
Snowden Capital Advisors LLC $200.541 2.617 0,08% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $200.302 2.614 0,08% Hisse senetleri
Farther Finance Advisors, LLC $182.119 2.377 0,07% Hisse senetleri
ROYAL BANK OF CANADA $151.000 1.976 0,06% Hisse senetleri
Burk Holdings LLC $150.042 1.958 0,06% Hisse senetleri
1015 Capital Partners, LLC $140.310 1.831 0,05% Hisse senetleri
AE Wealth Management LLC $128.662 1.679 0,05% Hisse senetleri
Steward Partners Investment Advisory, LLC $79.235 1.034 0,03% Hisse senetleri
Trust Co $57.902 759 0,02% Hisse senetleri
Tower Research Capital LLC (TRC) $34.100 445 0,01% Hisse senetleri
OSAIC HOLDINGS, INC. $23.285 303 0,01% Hisse senetleri
LANARK FINANCIAL, INC. $22.069 288 0,01% Hisse senetleri
Opus Capital Group, LLC $11.411 148.913 0,00% Hisse senetleri
Medallion Wealth Advisors, LLC $6.820 89 0,00% Hisse senetleri
Platt Wealth Management LLC $2.815 36.742 0,00% Hisse senetleri
BOSTON FAMILY OFFICE LLC $1.570 20.487 0,00% Hisse senetleri
NATIXIS ADVISORS, LLC $1.011 13.198 0,00% Hisse senetleri
PEAPACK GLADSTONE FINANCIAL CORP $743 9.700 0,00% Hisse senetleri
Janney Montgomery Scott LLC $536 7.000 0,00% Hisse senetleri
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6.030 0,00% Hisse senetleri
Betterment LLC $393 5.125 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $249 3.247 0,00% Hisse senetleri
WELLS FARGO & COMPANY/MN $55 1 0,00% Hisse senetleri
HAZLETT, BURT & WATSON, INC. $11 150 0,00% Hisse senetleri