BALT — 机构持有人 (13F)

322 家申报者 · $1.8B 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
RAYMOND JAMES FINANCIAL INC $94517434 2758023 5.20% 股份
OSAIC HOLDINGS, INC. $92978320 2713137 5.11% 股份
Wealthquest Corp $87123901 2542279 4.79% 股份
LPL Financial LLC $81997343 2392686 4.51% 股份
ENVESTNET ASSET MANAGEMENT INC $66474161 1939719 3.65% 股份
Cetera Investment Advisers $60667329 1770275 3.34% 股份
Kingsview Wealth Management, LLC $47486157 1385648 2.61% 股份
Foundations Investment Advisors, LLC $47395075 1382990 2.61% 股份
COMMONWEALTH EQUITY SERVICES, LLC $42383860 1236763 2.33% 股份
Crown Wealth Group, LLC $37277792 1066604 2.05% 股份
Reliant Wealth Planning $35538504 1037015 1.95% 股份
Compass Advisory Group LLC $31189301 910105 1.71% 股份
PTM WEALTH MANAGEMENT, LLC $30816495 878714 1.69% 股份
LEE JOHNSON CAPITAL MANAGEMENT, LLC $30772815 897952 1.69% 股份
Kure Advisory, LLC $26871379 768852 1.48% 股份
CWM, LLC $24958694 745815 1.37% 股份
Brookstone Capital Management $24662782 705659 1.36% 股份
NewEdge Advisors, LLC $24560283 716670 1.35% 股份
Clear Creek Financial Management, LLC $22931188 669133 1.26% 股份
AXXCESS WEALTH MANAGEMENT, LLC $22094132 632164 1.21% 股份
PERSONAL CFO SOLUTIONS, LLC $19327584 563980 1.06% 股份
Visionary Wealth Advisors $18917966 552027 1.04% 股份
Orion Portfolio Solutions, LLC $18607775 592982 1.02% 股份
Wealthcare Advisory Partners LLC $18199131 520719 1.00% 股份
NBZ Investment Advisors LLC $16795898 490105 0.92% 股份
CRA Financial Services, LLC $16583316 474487 0.91% 股份
ATX Financial Planning, LLC $16456366 470855 0.90% 股份
Glen Eagle Advisors, LLC $16268860 474726 0.89% 股份
Sunbelt Securities, Inc. $15658950 467920 0.86% 股份
Marshall Financial Group, LLC $15239766 444697 0.84% 股份
AE Wealth Management LLC $14642637 427273 0.81% 股份
HARBOUR INVESTMENTS, INC. $14517080 423609 0.80% 股份
Strategic Blueprint, LLC $14189904 406006 0.78% 股份
Orion Porfolio Solutions, LLC $13045321 380663 0.72% 股份
Stratos Wealth Advisors, LLC $12001909 350216 0.66% 股份
Prasad Wealth Partners, LLC $11924932 347970 0.66% 股份
LAUREL OAK WEALTH MANAGEMENT, LLC $11579319 331311 0.64% 股份
Long Island Wealth Management, Inc. $11505785 329207 0.63% 股份
World Investment Advisors $11325850 334371 0.62% 股份
Archer Investment Corp $11270624 328877 0.62% 股份
CENTRAL VALLEY ADVISORS, LLC $11141647 318788 0.61% 股份
Kestra Advisory Services, LLC $11137555 324994 0.61% 股份
CreativeOne Wealth, LLC $10365030 302452 0.57% 股份
Mutual Advisors, LLC $10196625 297538 0.56% 股份
OneDigital Investment Advisors LLC $10040836 292992 0.55% 股份
Triad Wealth Partners, LLC $9949426 284676 0.55% 股份
Dominguez Wealth Management Solutions, Inc. $9722426 278181 0.53% 股份
Ausdal Financial Partners, Inc. $9554485 278800 0.53% 股份
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $9460011 276044 0.52% 股份
Broussard Financial Group LLC $9424198 269648 0.52% 股份
Ankerstar Wealth, LLC $9340837 272566 0.51% 股份
Carter Financial Group, INC. $8667009 247983 0.48% 股份
Sigma Planning Corp $8147824 233128 0.45% 股份
INDEPENDENT FINANCIAL GROUP, LLC $8087053 231389 0.44% 股份
Farther Finance Advisors, LLC $7854473 224735 0.43% 股份
Rochester Wealth Strategies, LLC $7517090 219349 0.41% 股份
KFG WEALTH MANAGEMENT, LLC $7194003 205837 0.40% 股份
Belpointe Asset Management LLC $7013801 204663 0.39% 股份
Jacobi Capital Management LLC $7010559 204568 0.39% 股份
Sovran Advisors, LLC $6992033 203553 0.38% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6941979 198626 0.38% 股份
ARQ WEALTH ADVISORS, LLC $6854303 199224 0.38% 股份
Holos Integrated Wealth LLC $6852511 195674 0.38% 股份
MML INVESTORS SERVICES, LLC $6485717 189254 0.36% 股份
Arax Advisory Partners $6340448 185015 0.35% 股份
TRUIST FINANCIAL CORP $6293000 183630 0.35% 股份
Capital Investment Advisory Services, LLC $6177887 180271 0.34% 股份
Prairie Wealth Advisors, Inc. $6083317 0 0.33% 股份
Family Office Research LLC $5995435 171004 0.33% 股份
Fifth Third Wealth Advisors LLC $5958416 170484 0.33% 股份
Atria Wealth Solutions, Inc. $5710048 177994 0.31% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $5691177 166069 0.31% 股份
Vestmark Advisory Solutions, Inc. $5667942 165391 0.31% 股份
Code Waechter LLC $5495886 157250 0.30% 股份
Rockefeller Capital Management L.P. $5403111 157663 0.30% 股份
Equitable Holdings, Inc. $5277923 154010 0.29% 股份
RHL GROUP, LLC $5242902 154203 0.29% 股份
BEACON FINANCIAL GROUP $5215589 149230 0.29% 股份
Kraft, Davis & Associates, LLC $5155901 147228 0.28% 股份
Aptus Capital Advisors, LLC $5130802 149717 0.28% 股份
BROWN WEALTH MANAGEMENT, LLC $4881956 139684 0.27% 股份
Trek Financial, LLC $4877958 142339 0.27% 股份
PlanVest Financial, Inc $4818054 140591 0.26% 股份
Comprehensive Financial Consultants Institutional, Inc. $4584566 131175 0.25% 股份
SIGNATUREFD, LLC $4560556 130488 0.25% 股份
Ballast Rock Private Wealth LLC $4491353 128508 0.25% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $4439096 129533 0.24% 股份
U.S. Capital Wealth Advisors, LLC $4410654 131799 0.24% 股份
Financial Designs Corp $4370987 125064 0.24% 股份
Pachira Investments Inc. $4236115 121205 0.23% 股份
Southland Equity Partners LLC $4205009 120315 0.23% 股份
Steward Partners Investment Advisory, LLC $4134264 120638 0.23% 股份
Beacon Pointe Advisors, LLC $4093415 119446 0.23% 股份
Applied Capital LLC $3814785 111316 0.21% 股份
NEW WAVE WEALTH ADVISORS LLC $3737989 106647 0.21% 股份
WINNACLE WEALTH LLC $3663764 104829 0.20% 股份
Whipplewood Advisors, LLC $3637491 104077 0.20% 股份
MILESTONE ASSET MANAGEMENT, LLC $3612362 103358 0.20% 股份
Triton Financial Group Inc $3607740 105274 0.20% 股份
First Heartland Consultants, Inc. $3602821 103085 0.20% 股份
Merit Financial Group, LLC $3492113 101900 0.19% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3486885 99483 0.19% 股份
CAPTRUST FINANCIAL ADVISORS $3442661 100457 0.19% 股份
OLIVER LAGORE VANVALIN INVESTMENT GROUP $3426272 109187 0.19% 股份
CGN Advisors LLC $3410873 97593 0.19% 股份
Integrity Advisory Solutions, LLC $3394207 99043 0.19% 股份
HighTower Advisors, LLC $3386354 98814 0.19% 股份
GUARDIAN WEALTH ADVISORS, LLC / NC $3371825 98390 0.19% 股份
NewCorp Financial Services, Inc. $3347413 95777 0.18% 股份
RFG Advisory, LLC $3318971 96848 0.18% 股份
Gladstone Institutional Advisory LLC $3286424 95898 0.18% 股份
Cannon Advisors, Inc. $3124637 89148 0.17% 股份
Stratos Investment Management, LLC $3066308 89475 0.17% 股份
Prospera Financial Services Inc $3034242 88540 0.17% 股份
SAGESPRING WEALTH PARTNERS, LLC $2994165 85670 0.16% 股份
VICUS CAPITAL $2990160 87253 0.16% 股份
Focus Financial Network, Inc. $2981375 85304 0.16% 股份
INTEGRAL INVESTMENT ADVISORS, INC. $2978063 86900 0.16% 股份
SFMG, LLC $2836734 82776 0.16% 股份
Triumph Capital Management $2718551 77784 0.15% 股份
HBW ADVISORY SERVICES LLC $2698222 77202 0.15% 股份
Csenge Advisory Group $2564938 74845 0.14% 股份
Encompass More Asset Management $2451743 70150 0.13% 股份
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $2435036 69672 0.13% 股份
GWN SECURITIES INC. $2240918 65390 0.12% 股份
Brookwood Investment Group LLC $2120936 61889 0.12% 股份
Atria Investments, Inc $2101054 60116 0.12% 股份
Tradition Wealth Management, LLC $2080566 60711 0.11% 股份
Comprehensive Financial Planning, Inc./PA $2070972 59255 0.11% 股份
Chris Bulman Inc $2064774 59078 0.11% 股份
Vantage Financial Partners, LLC $1995990 59564 0.11% 股份
Split Rock Private Trading & Wealth Management, LLC $1993936 57051 0.11% 股份
DAVENPORT & Co LLC $1975968 56537 0.11% 股份
Main Street Financial Solutions, LLC $1844000 53808 0.10% 股份
JT Stratford LLC $1785913 52113 0.10% 股份
TradeWell Securities, LLC. $1751409 50112 0.10% 股份
Gallagher Fiduciary Advisors, LLC $1731519 50526 0.10% 股份
ROTHSCHILD INVESTMENT LLC $1710073 49900 0.09% 股份
Wealth Advisory Solutions, LLC $1659286 47476 0.09% 股份
IFS Advisors, LLC $1556562 44536 0.09% 股份
IMA Advisory Services, Inc. $1518161 44300 0.08% 股份
RiverTree Advisors, LLC $1510155 43209 0.08% 股份
VIMA LLC $1469613 42049 0.08% 股份
Fiscal Wisdom Wealth Management, LLC $1468250 42010 0.08% 股份
KELLY FINANCIAL GROUP LLC $1468040 42004 0.08% 股份
Soltis Investment Advisors LLC $1465600 42766 0.08% 股份
Concurrent Investment Advisors, LLC $1448486 41445 0.08% 股份
CoreCap Advisors, LLC $1397825 39995 0.08% 股份
Krilogy Financial LLC $1354228 38626 0.07% 股份
Galvin, Gaustad & Stein, LLC $1352788 38706 0.07% 股份
MBL Wealth, LLC $1338585 38300 0.07% 股份
FLAGSHIP HARBOR ADVISORS, LLC $1334465 38182 0.07% 股份
PRINCIPAL SECURITIES, INC. $1322274 38584 0.07% 股份
WPWealth LLP $1313466 38327 0.07% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $1311174 37398 0.07% 股份
Diversify Advisory Services, LLC $1311174 37398 0.07% 股份
Dynamic Advisor Solutions LLC $1308356 37435 0.07% 股份
Stratos Wealth Partners, LTD. $1304830 38075 0.07% 股份
BIP Wealth, LLC $1291752 36960 0.07% 股份
COLUMBIA ADVISORY PARTNERS LLC $1291298 36947 0.07% 股份
PFG Advisors $1279834 36619 0.07% 股份
Arkadios Wealth Advisors $1261787 36819 0.07% 股份
Focus Partners Wealth $1256852 36675 0.07% 股份
SILVER OAK SECURITIES, INCORPORATED $1234320 36018 0.07% 股份
Global Retirement Partners, LLC $1206201 35197 0.07% 股份
Somerset Trust Co $1194766 34185 0.07% 股份
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $1147234 32825 0.06% 股份
MGO ONE SEVEN LLC $1141911 33321 0.06% 股份
Advisory Services Network, LLC $1133890 33087 0.06% 股份
Verdence Capital Advisors LLC $1094634 31320 0.06% 股份
Allworth Financial LP $1076318 31407 0.06% 股份
BENJAMIN EDWARDS INC $1063519 31034 0.06% 股份
BCS Wealth Management $1052123 30701 0.06% 股份
Stegent Equity Advisors, Inc. $1022672 29261 0.06% 股份
Sonoma Allocations LLC $994075 28986 0.05% 股份
RED REEF ADVISORS LLC $983857 28709 0.05% 股份
Blue Trust, Inc. $975000 27897 0.05% 股份
TopTier Wealth Management, LLC $973430 27852 0.05% 股份
SYKON CAPITAL LLC $971104 28337 0.05% 股份
Claro Advisors Inc. $953969 27837 0.05% 股份
INTEGRITY ALLIANCE, LLC. $951918 27777 0.05% 股份
Madison Wealth Partners, Inc $941107 27462 0.05% 股份
STEPHENS INC /AR/ $925667 27011 0.05% 股份
Core Wealth Advisors, Inc. $911342 26593 0.05% 股份
Integrated Wealth Management $864300 24730 0.05% 股份
Vantage Point Financial LLC $845509 24672 0.05% 股份
Coordinated Financial Services, Inc. $808481 24159 0.04% 股份
BFI Wealth Solutions, LLC $805982 23061 0.04% 股份
Range Financial Group LLC $798312 22842 0.04% 股份
Palumbo Wealth Management LLC $791603 23099 0.04% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $789409 23035 0.04% 股份
Caliber Wealth Management, LLC / KS $786771 22958 0.04% 股份
NewEdge Wealth, LLC $770835 22493 0.04% 股份
Sequent Planning LLC $764427 22306 0.04% 股份
IHT Wealth Management, LLC $747908 21824 0.04% 股份
SMITH, MOORE & CO. $746675 21788 0.04% 股份
RITHOLTZ WEALTH MANAGEMENT $742117 21655 0.04% 股份
ACT Advisors, LLC. $721019 20630 0.04% 股份
AssuredPartners Investment Advisors, LLC $717271 20930 0.04% 股份
Ashton Thomas Private Wealth, LLC $714153 20839 0.04% 股份
GTS FINANCIAL, LLC $709578 22119 0.04% 股份
VESTIA PERSONAL WEALTH ADVISORS $705850 20196 0.04% 股份
Advisor OS, LLC $698456 20381 0.04% 股份
Advyzon Investment Management, LLC $681664 19891 0.04% 股份
Richard P Slaughter Associates Inc $663970 18998 0.04% 股份
Stirlingshire Investments, Inc. $634269 18508 0.03% 股份
JPMORGAN CHASE & CO $622463 18162 0.03% 股份
Worth Asset Management, LLC $619629 17729 0.03% 股份
Disciplined Investments, LLC $609458 17784 0.03% 股份
Fermata Advisors, LLC $607414 17380 0.03% 股份
Pine Harbor Wealth Management, LLC $599635 17918 0.03% 股份
Ameritas Advisory Services, LLC $597086 17423 0.03% 股份
Sovereign Financial Group, Inc. $590472 17230 0.03% 股份
SYON CAPITAL LLC $585126 17074 0.03% 股份
Tanglewood Legacy Advisors, LLC $570938 16660 0.03% 股份
Grant Street Asset Management, Inc. $567554 16239 0.03% 股份
CFO4Life Group, LLC $559115 16315 0.03% 股份
Fortune Financial Group, Inc. $558012 15966 0.03% 股份
Maia Wealth LLC $550497 15751 0.03% 股份
Summit Wealth Partners, LLC $514221 15005 0.03% 股份
Fortune Financial Advisors, LLC $510863 14907 0.03% 股份
TOUNJIAN ADVISORY PARTNERS, LLC $505106 14739 0.03% 股份
Apriem Advisors $500925 14617 0.03% 股份
Sugar Maple Asset Management, LLC $471825 13500 0.03% 股份
Inspire Advisors, LLC $471452 13757 0.03% 股份
TrustBank $469553 13435 0.03% 股份
Virtue Capital Management, LLC $456237 13313 0.03% 股份
Patriot Financial Group Insurance Agency, LLC $454490 13004 0.02% 股份
Balance Wealth Partners LLC $452614 12950 0.02% 股份
City Center Advisors, LLC $449876 12872 0.02% 股份
D.B. Root & Company, LLC $442391 12909 0.02% 股份
MONEY CONCEPTS CAPITAL CORP $435675 12713 0.02% 股份
Vise Technologies, Inc. $426970 12459 0.02% 股份
Simplicity Wealth,LLC $424013 12132 0.02% 股份
PCA Investment Advisory Services Inc. $419400 12000 0.02% 股份
Quantinno Capital Management LP $417100 12171 0.02% 股份
Wealth Management Partners, LLC $412515 11803 0.02% 股份
Signal Advisors Wealth, LLC $407307 11654 0.02% 股份
Balboa Wealth Partners $400842 11469 0.02% 股份
WorthPointe, LLC $399999 11672 0.02% 股份
Sanctuary Advisors, LLC $397980 11613 0.02% 股份
COFG Advisors, LLC $394688 11517 0.02% 股份
IFP Advisors, Inc $389203 11136 0.02% 股份
O'Connor Financial Group LLC $384310 10996 0.02% 股份
WEALTHGARDEN F.S. LLC $377701 11021 0.02% 股份
Financial Network Wealth Advisors LLC $373509 10899 0.02% 股份
Intentional Wealth Strategies, LLC $367203 10715 0.02% 股份
BLVD Private Wealth, LLC $362820 10381 0.02% 股份
Insight Wealth Partners, LLC $361453 10342 0.02% 股份
Kestra Investment Management, LLC $359115 10479 0.02% 股份
VISTA INVESTMENT MANAGEMENT $358636 10465 0.02% 股份
KINGSWOOD WEALTH ADVISORS, LLC $352296 10080 0.02% 股份
Cambridge Advisors Inc. $349640 10004 0.02% 股份
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $338279 9871 0.02% 股份
Accurate Wealth Management, LLC $333501 9515 0.02% 股份
First Commonwealth Financial Corp /PA/ $327518 9557 0.02% 股份
Forefront Wealth Partners, LLC $323475 9439 0.02% 股份
Private Advisor Group, LLC $320563 9354 0.02% 股份
Keating Financial Advisory Services, Inc. $318985 9308 0.02% 股份
Modern Wealth Management, LLC $316106 9224 0.02% 股份
NBT BANK, N.A. $310041 8871 0.02% 股份
NWF Advisory Services Inc. $309589 8858 0.02% 股份
OPPENHEIMER & CO INC $302318 8650 0.02% 股份
Redhawk Wealth Advisors, Inc. $299266 8563 0.02% 股份
EverSource Wealth Advisors, LLC $298832 8720 0.02% 股份
PRIVATE TRUST CO NA $295328 8450 0.02% 股份
Legacy Wealth Managment, LLC/ID $287354 8385 0.02% 股份
Integrated Wealth Concepts LLC $286259 8353 0.02% 股份
CASTLE WEALTH MANAGEMENT LLC $283481 8272 0.02% 股份
Geneos Wealth Management Inc. $282590 8246 0.02% 股份
Savvy Advisors, Inc. $281357 8210 0.02% 股份
Vawter Financial, Ltd. $280020 8171 0.02% 股份
Curran Financial Partners, LLC $268368 7831 0.01% 股份
GILPIN WEALTH MANAGEMENT, LLC $262824 7520 0.01% 股份
IBEX WEALTH ADVISORS $254726 7433 0.01% 股份
Peak Wealth Management LLC $248470 7087 0.01% 股份
GeoWealth Management, LLC $243650 7111 0.01% 股份
H D Vest Advisory Services $243231 7582 0.01% 股份
4J Wealth Management LLC $241124 7036 0.01% 股份
Alaska Wealth Advisors, LLC $236771 6909 0.01% 股份
FC Advisory LLC $236142 6757 0.01% 股份
QUEST INVESTMENT MANAGEMENT LLC $227690 6644 0.01% 股份
Bright Futures Wealth Management, LLC. $223331 6390 0.01% 股份
Collaborative Wealth Managment Inc. $209150 6103 0.01% 股份
WEDBUSH SECURITIES INC $209000 5973 0.01% 股份
Continuum Advisory, LLC $179198 5229 0.01% 股份
Alaska Permanent Capital Management, LLC $177999 5198 0.01% 股份
WELLS FARGO & COMPANY/MN $161069 4700 0.01% 股份
LANARK FINANCIAL, INC. $130329 3729 0.01% 股份
MORGAN STANLEY $128547 3751 0.01% 股份
Oakmont Advisory Group, LLC $125220 3654 0.01% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $102810 3000 0.01% 股份
Westside Investment Management, Inc. $95956 2800 0.01% 股份
GHP Investment Advisors, Inc. $87655 2508 0.00% 股份
Legacy Investment Solutions, LLC $79719 2485 0.00% 股份
Weaver Capital Management LLC $77869 2228 0.00% 股份
Wealth Enhancement Trust Services, Inc. $77590 2220 0.00% 股份
Physician Wealth Advisors, Inc. $64658 1850 0.00% 股份
Caitlin John, LLC $63365 1849 0.00% 股份
Root Financial Partners, LLC $54906 1571 0.00% 股份
UBS Group AG $51405 1500 0.00% 股份
WealthShield Partners, LLC $40850 1192 0.00% 股份
GGM Financial LLC $34750 1014 0.00% 股份
Ameritas Investment Partners, Inc. $34270 1000 0.00% 股份
Benson Wealth Management INC $31631 923 0.00% 股份
WOLFF WIESE MAGANA LLC $25130 719 0.00% 股份
CENTAURUS FINANCIAL, INC. $21269 620618 0.00% 股份
ASSETMARK, INC $18593 532 0.00% 股份
MATHER GROUP, LLC. $13631 390 0.00% 股份
Cambridge Investment Research Advisors, Inc. $8258 240974 0.00% 股份
ROYAL BANK OF CANADA $7000 194 0.00% 股份
Larson Financial Group LLC $4661 136 0.00% 股份
Breakwater Investment Management $4614 132 0.00% 股份
Latitude Advisors, LLC $3495 100 0.00% 股份
Cape Investment Advisory, Inc. $3495 100 0.00% 股份
FINANCIAL ADVISORY CORP /UT/ /ADV $2983 89007 0.00% 股份
Wilmington Savings Fund Society, FSB $2027 58 0.00% 股份
Capital Analysts, LLC $1656 48331 0.00% 股份
DHJJ Financial Advisors, Ltd. $1398 40 0.00% 股份
Janney Montgomery Scott LLC $1079 31493 0.00% 股份
Betterment LLC $705 20577 0.00% 股份
Motiv8 Investments LLC $44 1300 0.00% 股份