CERY — 机构持有人 (13F)

133 家申报者 · $596.8M 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
STATE STREET CORP $208109539 6225233 34.87% 股份
LPL Financial LLC $57762395 1727861 9.68% 股份
ENVESTNET ASSET MANAGEMENT INC $50524480 1511351 8.47% 股份
Envestnet Portfolio Solutions, Inc. $44885122 1342660 7.52% 股份
ASSETMARK, INC $28383273 849036 4.76% 股份
Cambria Investment Management, L.P. $15714507 470072 2.63% 股份
Private Advisory Group LLC $14613390 437134 2.45% 股份
CONTINUUM WEALTH ADVISORS, LLC $13606779 407023 2.28% 股份
Cerity Partners LLC $13437289 401953 2.25% 股份
RAYMOND JAMES FINANCIAL INC $11237996 336165 1.88% 股份
Austin Private Wealth, LLC $8418139 294856 1.41% 股份
WELLS FARGO & COMPANY/MN $8005850 239481 1.34% 股份
Empowered Funds, LLC $7004822 209537 1.17% 股份
Aspire Private Capital, LLC $7001731 209445 1.17% 股份
AlTi Global, Inc. $6829042 204400 1.14% 股份
LANDMARK WEALTH MANAGEMENT, INC. $5539954 165718 0.93% 股份
New York Life Investment Management LLC $5374708 160775 0.90% 股份
BANK OF AMERICA CORP /DE/ $4799846 143579 0.80% 股份
Leo Wealth, LLC $4477616 127061 0.75% 股份
Signal Advisors Wealth, LLC $4365022 130572 0.73% 股份
Cetera Investment Advisers $4094526 122481 0.69% 股份
HighTower Advisors, LLC $3921516 117305 0.66% 股份
Raleigh Capital Management Inc. $3892996 116452 0.65% 股份
International Private Wealth Advisors LLC $3656800 109387 0.61% 股份
HARBOUR INVESTMENTS, INC. $3551522 106238 0.60% 股份
PRINCIPAL SECURITIES, INC. $3355837 100384 0.56% 股份
AE Wealth Management LLC $2869774 85845 0.48% 股份
MML INVESTORS SERVICES, LLC $2768184 82805 0.46% 股份
Capital Investment Management, Inc. $2257285 67523 0.38% 股份
Valtinson Bruner Financial Planning LLC $2188881 65477 0.37% 股份
Concurrent Investment Advisors, LLC $1591670 47612 0.27% 股份
Belpointe Asset Management LLC $1581607 47311 0.27% 股份
SMART Wealth LLC $1573517 47069 0.26% 股份
Simplicity Wealth,LLC $1554883 46512 0.26% 股份
Legacy Wealth Partners, LLC $1523572 45575 0.26% 股份
CreativeOne Wealth, LLC $1409051 42149 0.24% 股份
Sanctuary Advisors, LLC $1350631 40402 0.23% 股份
NOVUS ADVISORS, LLC $1349903 40380 0.23% 股份
HighPoint Advisor Group LLC $1318949 39454 0.22% 股份
Toroso Investments, LLC $1286492 45061 0.22% 股份
JOHNSON INVESTMENT COUNSEL INC $1252087 37454 0.21% 股份
Global Financial Private Client, LLC $1202109 35959 0.20% 股份
LOCKERMAN FINANCIAL GROUP, INC. $1184626 35436 0.20% 股份
Sharkey, Howes & Javer $1183790 35411 0.20% 股份
AXXCESS WEALTH MANAGEMENT, LLC $1153904 34517 0.19% 股份
Orion Porfolio Solutions, LLC $1092520 32681 0.18% 股份
RFG Advisory, LLC $969470 29000 0.16% 股份
Balefire, LLC $897997 26862 0.15% 股份
RICHARDSON FINANCIAL SERVICES INC. $896457 26816 0.15% 股份
Western Wealth Management, LLC $815993 24409 0.14% 股份
OSAIC HOLDINGS, INC. $783010 23421 0.13% 股份
GeoWealth Management, LLC $782088 23395 0.13% 股份
Independent Advisor Alliance $737268 22054 0.12% 股份
Ascent Group, LLC $730881 21863 0.12% 股份
Founders Financial Alliance, LLC $718915 21505 0.12% 股份
WealthPoint Financial, LLC $663184 19838 0.11% 股份
Outlook Wealth Advisors, LLC $661880 19827 0.11% 股份
FSB PREMIER WEALTH MANAGEMENT, INC. $642513 19220 0.11% 股份
Kestra Advisory Services, LLC $636077 19027 0.11% 股份
Astoria Portfolio Advisors LLC. $601071 17980 0.10% 股份
World Investment Advisors $582228 17281 0.10% 股份
OARSMAN CAPITAL, INC. $577175 17265 0.10% 股份
Ethic Inc. $555807 16626 0.09% 股份
ZEGA Investments, LLC $536686 16054 0.09% 股份
Orion Portfolio Solutions, LLC $524439 18926 0.09% 股份
Arete Wealth Advisors, LLC $452977 13550 0.08% 股份
Hibernia Wealth Partners, LLC $434772 13005 0.07% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $426400 12755 0.07% 股份
Balboa Wealth Partners $425363 12724 0.07% 股份
Aegis Wealth Management, Inc. $404132 12089 0.07% 股份
Atria Investments, Inc $399723 11957 0.07% 股份
NWAM LLC $396547 11862 0.07% 股份
BlueChip Wealth Advisors LLC $388524 11622 0.07% 股份
Wealth Watch Advisors, INC $338245 10118 0.06% 股份
Maridea Wealth Management LLC $313206 9369 0.05% 股份
Farther Finance Advisors, LLC $306520 9169 0.05% 股份
ABSOLUTE CAPITAL MANAGEMENT, LLC $295127 8828 0.05% 股份
Sanchez Gaunt Capital Management, LLC $286663 8575 0.05% 股份
True Vision MN LLC $283541 8046 0.05% 股份
VestGen Advisors, LLC $250625 7497 0.04% 股份
MGO ONE SEVEN LLC $244774 7322 0.04% 股份
Hobbs Group Advisors, LLC $239693 7170 0.04% 股份
Kelly Financial Services LLC $231363 6921 0.04% 股份
Ruggiero Investments, Inc. $231235 6917 0.04% 股份
MORGAN STANLEY $229664 6870 0.04% 股份
Sowell Financial Services LLC $226749 6783 0.04% 股份
Walkner Condon Financial Advisors LLC $224282 6709 0.04% 股份
October Effect Ltd $222878 6667 0.04% 股份
FSA Advisors, Inc. $222494 6656 0.04% 股份
PCB Capital LLC $216426 6474 0.04% 股份
Strategic Investment Advisors / MI $191813 5738 0.03% 股份
Richard W. Paul & Associates, LLC $189381 5665 0.03% 股份
Triumph Capital Management $178583 5342 0.03% 股份
Smartleaf Asset Management LLC $174792 5268 0.03% 股份
IFP Advisors, Inc $118777 3553 0.02% 股份
UBS Group AG $71640 2143 0.01% 股份
CWM, LLC $69035 1959 0.01% 股份
EVOLUTION WEALTH MANAGEMENT INC. $64219 1921 0.01% 股份
BROWN, LISLE/CUMMINGS, INC. $54257 1623 0.01% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $49777 1489 0.01% 股份
ROYAL BANK OF CANADA $48000 1460 0.01% 股份
PRIVATE TRUST CO NA $38779 1160 0.01% 股份
Steward Partners Investment Advisory, LLC $33430 1000 0.01% 股份
Cohalo Advisory LLC $28807 861 0.00% 股份
AdvisorNet Financial, Inc $21663 648 0.00% 股份
Quest 10 Wealth Builders, Inc. $18554 555 0.00% 股份
Key Capital Management, INC $17350 519 0.00% 股份
Global Retirement Partners, LLC $16748 501 0.00% 股份
LANARK FINANCIAL, INC. $16213 485 0.00% 股份
Geneos Wealth Management Inc. $14642 438 0.00% 股份
Aptus Capital Advisors, LLC $14308 428 0.00% 股份
Buck Wealth Strategies, LLC $13807 413 0.00% 股份
Cape Investment Advisory, Inc. $12971 388 0.00% 股份
FIFTH THIRD BANCORP $12035 360 0.00% 股份
PARK AVENUE SECURITIES LLC $11911 356282 0.00% 股份
Stone House Investment Management, LLC $8233 246 0.00% 股份
COMERICA BANK $7480 262 0.00% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5951 178 0.00% 股份
Continuum Advisory, LLC $5148 154 0.00% 股份
Kingdom Financial Group LLC. $4805 144 0.00% 股份
CoreCap Advisors, LLC $4647 139 0.00% 股份
Lloyd Advisory Services, LLC. $4546 136 0.00% 股份
Cambridge Investment Research Advisors, Inc. $4233 126614 0.00% 股份
JPMORGAN CHASE & CO $3915 118 0.00% 股份
REAP Financial Group, LLC $3510 105 0.00% 股份
Meramec Financial Planners, LLC $1684 47 0.00% 股份
Ashton Thomas Private Wealth, LLC $1638 49 0.00% 股份
Networth Advisors, LLC $1137 34 0.00% 股份
Betterment LLC $502 15026 0.00% 股份
Rossby Financial, LCC $501 15 0.00% 股份
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $50 1490 0.00% 股份
Covestor Ltd $21 630 0.00% 股份
Capital Analysts, LLC $3 82 0.00% 股份