CALI — 机构持有人 (13F)

105 家申报者 · $158.2M 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
LPL Financial LLC $17456704 345438 11.04% 股份
CITIZENS FINANCIAL GROUP INC/RI $14472306 286382 9.15% 股份
Global Retirement Partners, LLC $13957960 276204 8.83% 股份
Elmwood Wealth Management, Inc. $11603323 229610 7.34% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7545223 149618 4.77% 股份
FIRST AMERICAN TRUST, FSB $5247812 103845 3.32% 股份
DeLarme Wealth Management, Inc. $4871776 96404 3.08% 股份
NDWM LLC $4486114 88772 2.84% 股份
SWEENEY & MICHEL, LLC $4246067 84322 2.68% 股份
Composition Wealth, LLC $3356484 66419 2.12% 股份
Elequin Capital, LP $3276740 64841 2.07% 股份
Integrated Wealth Concepts LLC $2949180 58359 1.86% 股份
BAILARD, INC. $2919155 57765 1.85% 股份
HUB Investment Partners, LLC $2472273 48922 1.56% 股份
Precision Wealth Strategies, LLC $2463966 48758 1.56% 股份
FINANCIAL MANAGEMENT NETWORK INC $2168777 43010 1.37% 股份
Pasadena Private Wealth, LLC $2156379 42671 1.36% 股份
Atlas Private Wealth Advisors $1672127 33089 1.06% 股份
HighTower Advisors, LLC $1623554 32127 1.03% 股份
TriaGen Wealth Management LLC $1567608 31020 0.99% 股份
Valmark Advisers, Inc. $1540155 30477 0.97% 股份
M. Kulyk & Associates, LLC $1523024 30138 0.96% 股份
WRAPMANAGER INC $1492854 29541 0.94% 股份
Stratos Wealth Partners, LTD. $1447525 28644 0.92% 股份
McIlrath & Eck, LLC $1389700 27557 0.88% 股份
OSAIC HOLDINGS, INC. $1388642 27478 0.88% 股份
CARY STREET PARTNERS FINANCIAL LLC $1325988 26239 0.84% 股份
Cerity Partners LLC $1323620 26194 0.84% 股份
KANAWHA CAPITAL MANAGEMENT LLC $1313910 26000 0.83% 股份
FLC Capital Advisors $1212385 23991 0.77% 股份
MEMBERS WEALTH LLC $1203221 23810 0.76% 股份
Kera Capital Partners, Inc. $1191565 23579 0.75% 股份
Perigon Wealth Management, LLC $1164832 23050 0.74% 股份
Private Advisor Group, LLC $1103723 21841 0.70% 股份
KWB Wealth $1076785 21339 0.68% 股份
Perennial Investment Advisors, LLC $1057646 20929 0.67% 股份
AXXCESS WEALTH MANAGEMENT, LLC $1046093 20700 0.66% 股份
Shared Vision Wealth Group LLC $1045418 20687 0.66% 股份
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $859095 17000 0.54% 股份
Mutual Advisors, LLC $848344 16787 0.54% 股份
Diversified Portfolios, Inc. $796987 15771 0.50% 股份
Beacon Pointe Advisors, LLC $787336 15580 0.50% 股份
Tortuga Wealth Management, Inc $765535 15149 0.48% 股份
Cetera Investment Advisers $720730 14262 0.46% 股份
Meridian Wealth Management, LLC $707490 14000 0.45% 股份
Mariner, LLC $675148 13360 0.43% 股份
UBS Group AG $656753 12996 0.42% 股份
Ariadne Wealth Management, LP $653267 12927 0.41% 股份
Savvy Advisors, Inc. $600559 11884 0.38% 股份
Sound Portfolio Advisors, LLC $581961 11516 0.37% 股份
Richard P Slaughter Associates Inc $575543 11389 0.36% 股份
Selby Wealth Management, LLC $555731 10997 0.35% 股份
Sowell Financial Services LLC $525941 10407 0.33% 股份
Weaver Consulting Group $520511 10300 0.33% 股份
V2 Financial group LLC $517961 10250 0.33% 股份
WESPAC Advisors SoCal, LLC $500600 9906 0.32% 股份
Flatrock Wealth Partners LLC $472064 9341 0.30% 股份
Capital Advantage, Inc. $470656 9313 0.30% 股份
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $461738 9137 0.29% 股份
Bristlecone Value Partners, LLC $461485 9132 0.29% 股份
Bell Investment Advisors, Inc $442509 8756 0.28% 股份
Shum Financial Group, Inc. $434197 8592 0.27% 股份
COMMONWEALTH EQUITY SERVICES, LLC $430520 8519 0.27% 股份
KINGSWOOD WEALTH ADVISORS, LLC $430246 8514 0.27% 股份
Apella Capital, LLC $429722 8522 0.27% 股份
Client First Capital LLC $422227 8355 0.27% 股份
RWA WEALTH PARTNERS, LLC $412012 8153 0.26% 股份
NewEdge Advisors, LLC $402208 7959 0.25% 股份
Chatterton & Associates Inc. $401999 7973 0.25% 股份
SEEDS INVESTOR LLC $389776 7713 0.25% 股份
Creative Planning $385279 7624 0.24% 股份
VANCE WEALTH, LLC $379720 7514 0.24% 股份
Farther Finance Advisors, LLC $347641 6879 0.22% 股份
BASSO CAPITAL MANAGEMENT, L.P. $345154 6830 0.22% 股份
3 FACTOR INDEXING, LLC $343083 6789 0.22% 股份
Compound Planning, Inc. $325193 6435 0.21% 股份
EHRLICH FINANCIAL GROUP $320847 6349 0.20% 股份
GRAYBILL WEALTH MANAGEMENT, LTD. $303210 6000 0.19% 股份
Integrated Advisors Network LLC $300482 5946 0.19% 股份
GC Wealth Management RIA, LLC $299319 5923 0.19% 股份
NWF Advisory Services Inc. $270767 5358 0.17% 股份
Savant Capital, LLC $270565 5354 0.17% 股份
ABOUND FINANCIAL, LLC $252675 5000 0.16% 股份
Meritas Wealth Management, LLC $251108 4969 0.16% 股份
Stone Summit Wealth LLC $248430 4916 0.16% 股份
Trilogy Capital Inc. $228405 4520 0.14% 股份
Peak Financial Management, Inc. $222354 4400 0.14% 股份
Bridgewater Advisors Inc. $212427 4222 0.13% 股份
RIVER'S EDGE WEALTH MANAGEMENT, LLC $209443 4154 0.13% 股份
CAPTRUST FINANCIAL ADVISORS $202140 4000 0.13% 股份
CITADEL ADVISORS LLC $201534 3988 0.13% 股份
UNION SAVINGS BANK $149264 2954 0.09% 股份
MORGAN STANLEY $126338 2500 0.08% 股份
Sankala Group LLC $110853 2201 0.07% 股份
Cheviot Value Management, LLC $88436 1750 0.06% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $88436 1750 0.06% 股份
Allworth Financial LP $78835 1560 0.05% 股份
Aptus Capital Advisors, LLC $78178 1547 0.05% 股份
Smartleaf Asset Management LLC $72056 1426 0.05% 股份
WealthCollab, LLC $65241 1291 0.04% 股份
Sunrise Financial Services, LLC $53062 1050 0.03% 股份
Strategic Wealth Partners, Ltd. $50038 990 0.03% 股份
Cambridge Investment Research Advisors, Inc. $3280 64912 0.00% 股份
Betterment LLC $240 4758 0.00% 股份
WELLS FARGO & COMPANY/MN $43 1 0.00% 股份