CAIQ — 机构持有人 (13F)

59 家申报者 · $123.8M 总计 · 截至 2026年6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
Calamos Wealth Management LLC $33723763 1256006 27.24% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $14663790 549000 11.85% 股份
COMMONWEALTH EQUITY SERVICES, LLC $12677590 472164 10.24% 股份
Strategic Blueprint, LLC $10487788 390607 8.47% 股份
Cornerstone Wealth, LLC/TN $7344549 280638 5.93% 股份
Intrepid Financial Planning Group LLC $4697810 174965 3.80% 股份
Redhawk Wealth Advisors, Inc. $3963351 147611 3.20% 股份
Anfield Capital Management, LLC $3469867 145564 2.80% 股份
Brookwood Investment Group LLC $3284131 122314 2.65% 股份
PFG Investments, LLC $3210236 119562 2.59% 股份
Millington Financial Advisors, LLC $2778280 107920 2.24% 股份
Onyx Bridge Wealth Group LLC $2481522 92422 2.00% 股份
Chicago Partners Investment Group LLC $2276373 89101 1.84% 股份
INDEPENDENT FINANCIAL GROUP, LLC $1583210 58965 1.28% 股份
INSIGNEO ADVISORY SERVICES, LLC $1205975 44915 0.97% 股份
Welch Financial Planning, LLC $1203900 44838 0.97% 股份
LexAurum Advisors, LLC $1118517 41658 0.90% 股份
Waverly Advisors, LLC $1009560 37600 0.82% 股份
Steward Partners Investment Advisory, LLC $998793 37199 0.81% 股份
Snowden Capital Advisors LLC $997612 38252 0.81% 股份
WINNACLE WEALTH LLC $742741 27663 0.60% 股份
Beacon Financial Advisory LLC $720160 26822 0.58% 股份
Brookstone Capital Management $652288 24294 0.53% 股份
Haven Private, LLC $638923 23796 0.52% 股份
Claro Advisors Inc. $631398 23516 0.51% 股份
KINGSWOOD WEALTH ADVISORS, LLC $543014 20224 0.44% 股份
Garden State Investment Advisory Services LLC $473903 17650 0.38% 股份
Grantvest Financial Group LLC $466358 17369 0.38% 股份
Family Office Research LLC $455851 16978 0.37% 股份
Secure Asset Management, LLC $430221 16023 0.35% 股份
ROYAL BANK OF CANADA $403000 15000 0.33% 股份
Estate Planners Group, LLC $380085 14156 0.31% 股份
CAPTRUST FINANCIAL ADVISORS $318038 11845 0.26% 股份
SILVER OAK SECURITIES, INCORPORATED $310708 11572 0.25% 股份
RPS ADVISORY SOLUTIONS LLC $309231 11517 0.25% 股份
Innovative Asset Advisors Group, LLC $293600 10935 0.24% 股份
WealthTrust Asset Management, LLC $277817 10347 0.22% 股份
CHANNEL WEALTH LLC $274031 10206 0.22% 股份
ENVESTNET ASSET MANAGEMENT INC $266728 9934 0.22% 股份
OSAIC HOLDINGS, INC. $239303 8913 0.19% 股份
Palacios Wealth Management, LLC $239180 8908 0.19% 股份
Wealthcare Advisory Partners LLC $231330 8616 0.19% 股份
Able Wealth Management LLC $213296 7944 0.17% 股份
Summit Financial, LLC $209555 7805 0.17% 股份
MRA Advisory Group $201429 7502 0.16% 股份
IFP Advisors, Inc $199979 7448 0.16% 股份
Institute for Wealth Management, LLC. $183605 6838 0.15% 股份
Allworth Financial LP $149636 5573 0.12% 股份
TUCKER ASSET MANAGEMENT LLC $69139 2575 0.06% 股份
WOLFF WIESE MAGANA LLC $44840 1670 0.04% 股份
Realta Investment Advisors $12620 470 0.01% 股份
Farther Finance Advisors, LLC $10310 384 0.01% 股份
HARBOUR INVESTMENTS, INC. $9827 366 0.01% 股份
Cambridge Investment Research Advisors, Inc. $570 21238 0.00% 股份
WEDBUSH SECURITIES INC $296 11020 0.00% 股份
Acumen Wealth Advisors, LLC $135 5 0.00% 股份
Capital Analysts, LLC $53 1980 0.00% 股份
MORGAN STANLEY $46 1 0.00% 股份
WELLS FARGO & COMPANY/MN $6 0 0.00% 股份