CLOA — 机构持有人 (13F)

255 家申报者 · $1.6B 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
Richard Bernstein Advisors LLC $320685979 6186664 20.53% 股份
BlackRock, Inc. $122521513 2360268 7.84% 股份
ENVESTNET ASSET MANAGEMENT INC $104751459 2017944 6.70% 股份
LPL Financial LLC $102165579 1968129 6.54% 股份
Advocacy Wealth Management, LLC $57097061 1099924 3.65% 股份
MORGAN STANLEY $50209922 967249 3.21% 股份
INSPIRION WEALTH ADVISORS, LLC $34258389 662318 2.19% 股份
Cetera Investment Advisers $33640000 648045 2.15% 股份
JPMORGAN CHASE & CO $30489713 587131 1.95% 股份
Pallas Capital Advisors LLC $28465107 548355 1.82% 股份
CenturyLink Investment Management Co $26557156 511600 1.70% 股份
MML INVESTORS SERVICES, LLC $24662909 475109 1.58% 股份
Vestmark Advisory Solutions, Inc. $23037250 443792 1.47% 股份
Goldstone Financial Group, LLC $19015251 366312 1.22% 股份
OneDigital Investment Advisors LLC $17789780 342704 1.14% 股份
Macro Advisors, Inc. $15616760 300843 1.00% 股份
Tower Research Capital LLC (TRC) $15453140 297691 0.99% 股份
Cascade Wealth Advisors, Inc $14697057 283645 0.94% 股份
COMMONWEALTH EQUITY SERVICES, LLC $14340340 276254 0.92% 股份
Ferguson Shapiro LLC $14100678 271637 0.90% 股份
ASSETMARK, INC $12605201 242828 0.81% 股份
CacheTech Inc. $12587053 242478 0.81% 股份
August Group Capital Ltd $12550027 241765 0.80% 股份
STAR Financial Bank $12320216 237338 0.79% 股份
AE Wealth Management LLC $11765873 226661 0.75% 股份
Envestnet Portfolio Solutions, Inc. $11526512 222048 0.74% 股份
Prime Capital Investment Advisors, LLC $10894081 209865 0.70% 股份
Adams Wealth Management $10808097 208208 0.69% 股份
BAR HARBOR WEALTH MANAGEMENT $10727357 206653 0.69% 股份
Keel Point, LLC $10696270 206054 0.68% 股份
CITIGROUP INC $10382415 200008 0.66% 股份
NorthCoast Asset Management LLC $10061360 193823 0.64% 股份
Cannon Capital Management, Inc. $9697463 186813 0.62% 股份
DRIVE WEALTH MANAGEMENT, LLC $9391498 180919 0.60% 股份
Equitable Holdings, Inc. $9250304 178199 0.59% 股份
ODonnell Financial Services, LLC $8554880 164802 0.55% 股份
BANK OF MONTREAL /CAN/ $8488374 163521 0.54% 股份
E6 Portfolios, LLC $8139408 156798 0.52% 股份
COURIER CAPITAL LLC $7879834 151798 0.50% 股份
OSAIC HOLDINGS, INC. $7583831 146087 0.49% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7557319 145585 0.48% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $7478888 144074 0.48% 股份
STIFEL FINANCIAL CORP $7190577 138520 0.46% 股份
Client First Capital LLC $7132174 137395 0.46% 股份
KICKSTAND VENTURES, LLC. $6649584 128098 0.43% 股份
STOCK YARDS BANK & TRUST CO $6395106 123196 0.41% 股份
NewEdge Wealth, LLC $6157885 118626 0.39% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $6054049 116615 0.39% 股份
Diversify Advisory Services, LLC $6054049 116615 0.39% 股份
ATX Financial Planning, LLC $5996878 115525 0.38% 股份
UBS Group AG $5978215 115165 0.38% 股份
ALLSTATE CORP $5744361 110660 0.37% 股份
Private Advisor Group, LLC $5653099 108902 0.36% 股份
Prasad Wealth Partners, LLC $5645669 108759 0.36% 股份
Prospera Financial Services Inc $5145113 99097 0.33% 股份
Bulwark Capital Corp $5116613 98567 0.33% 股份
Meiji Yasuda Life Insurance Co $5087180 98000 0.33% 股份
SCOTIA CAPITAL INC. $4825716 92963 0.31% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4542409 87429 0.29% 股份
CAPTRUST FINANCIAL ADVISORS $4498832 86666 0.29% 股份
Ameritas Advisory Services, LLC $4456862 85857 0.29% 股份
POTENTIA WEALTH $4074418 78490 0.26% 股份
WINTON GROUP Ltd $4050693 78033 0.26% 股份
RAYMOND JAMES FINANCIAL INC $3919278 75501 0.25% 股份
Aureus Asset Management, LLC $3889876 74935 0.25% 股份
GOLDMAN SACHS GROUP INC $3866620 74487 0.25% 股份
Rockport Wealth LLC $3756989 72375 0.24% 股份
Kurv Investment Management LLC $3703898 6725 0.24% 买入期权
JB Capital LLC $3588716 69133 0.23% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $3422654 65909 0.22% 股份
Triad Wealth Partners, LLC $3409890 65841 0.22% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3155818 60882 0.20% 股份
Lido Advisors, LLC $3094022 59604 0.20% 股份
HUB Investment Partners, LLC $2837764 54667 0.18% 股份
Mutual Advisors, LLC $2752491 53024 0.18% 股份
Landing Point Financial Group, LLC $2724908 52493 0.17% 股份
NorthRock Partners, LLC $2636353 50787 0.17% 股份
TRUIST FINANCIAL CORP $2621539 50502 0.17% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2478042 47737 0.16% 股份
J. Mark Nickell & Co. $2359115 45512 0.15% 股份
Impact Partnership Wealth, LLC $2321817 44728 0.15% 股份
BASSO CAPITAL MANAGEMENT, L.P. $2166983 41745 0.14% 股份
TOEWS CORP /ADV $2102355 40500 0.13% 股份
Brookstone Capital Management $1990051 38337 0.13% 股份
NWAM LLC $1970425 37958 0.13% 股份
Simplicity Wealth,LLC $1966428 37881 0.13% 股份
Sovran Advisors, LLC $1914278 36852 0.12% 股份
Pasadena Private Wealth, LLC $1897778 36559 0.12% 股份
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1822690 35113 0.12% 股份
EHRLICH FINANCIAL GROUP $1760735 33919 0.11% 股份
Cox Capital Mgt LLC $1670382 32178 0.11% 股份
SILVERLAKE WEALTH MANAGEMENT LLC $1642070 31633 0.11% 股份
Elwood & Goetz Wealth Advisory Group, LLC $1606926 30956 0.10% 股份
IHT Wealth Management, LLC $1598422 30792 0.10% 股份
MAINSAIL ASSET MANAGEMENT, LLC $1538650 29666 0.10% 股份
Centennial Wealth Advisory LLC $1524629 29369 0.10% 股份
IFP Advisors, Inc $1513384 29154 0.10% 股份
HM PAYSON & CO $1508817 29066 0.10% 股份
Kingsview Wealth Management, LLC $1502739 28949 0.10% 股份
SHP Wealth Management $1424656 27445 0.09% 股份
Stratos Wealth Partners, LTD. $1408104 27125 0.09% 股份
Constellation Investments, Inc. $1401570 27000 0.09% 股份
PARSONS CAPITAL MANAGEMENT INC/RI $1401155 26992 0.09% 股份
Maridea Wealth Management LLC $1309080 25218 0.08% 股份
LAFFER TENGLER INVESTMENTS, INC. $1302422 25090 0.08% 股份
Triumph Capital Management $1299255 25029 0.08% 股份
Castle Rock Wealth Management, LLC $1281746 24780 0.08% 股份
Invst, LLC $1274556 24553 0.08% 股份
Sigma Planning Corp $1271604 24496 0.08% 股份
Sequoia Financial Advisors, LLC $1269096 24448 0.08% 股份
ROYAL BANK OF CANADA $1168000 22500 0.07% 股份
WESPAC Advisors, LLC $1158527 22318 0.07% 股份
Ausdal Financial Partners, Inc. $1070909 20630 0.07% 股份
Optivise Advisory Services LLC $1031303 19867 0.07% 股份
PNC Financial Services Group, Inc. $1029518 19833 0.07% 股份
FOCUSED ALPHA, LLC $1006783 19395 0.06% 股份
Brookwood Investment Group LLC $995743 19182 0.06% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $988794 19085 0.06% 股份
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $984249 18961 0.06% 股份
Advisory Services Network, LLC $973457 18753 0.06% 股份
Weaver Consulting Group $965526 18600 0.06% 股份
Advyzon Investment Management, LLC $929345 17903 0.06% 股份
Veltria Advisors Corp. $926697 17852 0.06% 股份
Orion Porfolio Solutions, LLC $918054 17685 0.06% 股份
Perigon Wealth Management, LLC $906297 17459 0.06% 股份
Arkadios Wealth Advisors $884447 17039 0.06% 股份
CARY STREET PARTNERS FINANCIAL LLC $810738 15618 0.05% 股份
PANORAMIC INVESTMENT ADVISORS, LLC $790901 15236 0.05% 股份
BETO FINANCIAL GROUP, LLC $746928 14400 0.05% 股份
OPPENHEIMER & CO INC $737382 14205 0.05% 股份
Avantra Family Wealth, Inc. $733696 14134 0.05% 股份
Two West Capital Advisors LLC $718769 13857 0.05% 股份
Black Swift Group, LLC $712724 13730 0.05% 股份
Guidance Point Advisors, LLC $683787 13163 0.04% 股份
Embree Financial Group $641037 12349 0.04% 股份
Empire Financial Management Company, LLC $628318 12104 0.04% 股份
Transamerica Financial Advisors, LLC $621513 11972 0.04% 股份
Concurrent Investment Advisors, LLC $615329 11854 0.04% 股份
NewEdge Advisors, LLC $606013 11674 0.04% 股份
OpenArc Corporate Advisory, LLC $602156 11600 0.04% 股份
Kurv Investment Management LLC $599664 11552 0.04% 股份
Breakwater Capital Group $590312 11372 0.04% 股份
EAGLE GLOBAL ADVISORS LLC $582690 11225 0.04% 股份
FIFTH THIRD BANCORP $565618 10896 0.04% 股份
Icon Wealth Advisors, LLC $555904 10709 0.04% 股份
TWO SIGMA SECURITIES, LLC $553984 10672 0.04% 股份
Farther Finance Advisors, LLC $547962 10556 0.04% 股份
Wealthcare Advisory Partners LLC $540227 10407 0.03% 股份
Dynasty Wealth Management, LLC $531766 10244 0.03% 股份
CITIZENS FINANCIAL GROUP INC/RI $523131 10078 0.03% 股份
New England Private Wealth Advisors LLC $519150 10000 0.03% 股份
Corient Private Wealth LP $519100 10000 0.03% 股份
Quantinno Capital Management LP $519100 10000 0.03% 股份
Merit Financial Group, LLC $515377 9928 0.03% 股份
LFG Wealth Partners, LLC $512259 9868 0.03% 股份
Union Bancaire Privee, UBP SA $499307 9615 0.03% 股份
Ballast Rock Private Wealth LLC $494962 9535 0.03% 股份
GeoWealth Management, LLC $483940 9322 0.03% 股份
NORTHBRIDGE FINANCIAL GROUP, LLC $465114 8960 0.03% 股份
JANE STREET GROUP, LLC $460857 8878 0.03% 股份
Synergy Investment Management, LLC $460086 8863 0.03% 股份
Keebeck Wealth Management $439055 8458 0.03% 股份
ORG Partners LLC $435723 8423 0.03% 股份
SigFig Wealth Management, LLC $434966 8376 0.03% 股份
Congress Wealth Management LLC / DE / $418578 8062 0.03% 股份
World Investment Advisors $403004 7771 0.03% 股份
HUNTINGTON NATIONAL BANK $396540 7639 0.03% 股份
TRANSCEND CAPITAL ADVISORS, LLC $391779 7547 0.03% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $391751 7547 0.03% 股份
Atria Wealth Solutions, Inc. $384779 7411 0.02% 股份
EFG International AG $382784 7374 0.02% 股份
Spectrum Planning & Advisory Services Inc. $378476 7291 0.02% 股份
Fortis Advisors, LLC $377877 7279 0.02% 股份
Skyline Advisors, Inc. $369588 7120 0.02% 股份
High Falls Advisors, Inc $368050 7113 0.02% 股份
Orion Portfolio Solutions, LLC $367671 7102 0.02% 股份
Integrated Wealth Concepts LLC $345287 6652 0.02% 股份
Cerity Partners LLC $341107 6571 0.02% 股份
HighTower Advisors, LLC $334923 6452 0.02% 股份
Mariner, LLC $330937 6375 0.02% 股份
SAGESPRING WEALTH PARTNERS, LLC $323036 6223 0.02% 股份
Total Clarity Wealth Management, Inc. $322197 6207 0.02% 股份
Geneos Wealth Management Inc. $319127 6148 0.02% 股份
Steward Partners Investment Advisory, LLC $314545 6059 0.02% 股份
Liberty Atlantic Advisors LLC $310931 5990 0.02% 股份
Vision Retirement, LLC $310786 5987 0.02% 股份
Knights of Columbus Asset Advisors LLC $310629 5984 0.02% 股份
Venturi Wealth Management, LLC $306477 5904 0.02% 股份
Gateway Wealth Partners, LLC $305592 5887 0.02% 股份
Colonial Trust Co / SC $292824 5641 0.02% 股份
StoneX Group Inc. $268634 5169 0.02% 股份
LOCKERMAN FINANCIAL GROUP, INC. $267700 5157 0.02% 股份
Rockefeller Capital Management L.P. $265312 5111 0.02% 股份
IFG Advisory, LLC $261451 5037 0.02% 股份
GWN SECURITIES INC. $247075 4760 0.02% 股份
Magnolia Private Wealth, LLC $246728 4753 0.02% 股份
Pacific Excel Wealth Advisors, Inc. $236813 4562 0.02% 股份
Heritage Family Offices, LLP $236813 4562 0.02% 股份
Visionary Horizons, LLC $233341 4495 0.01% 股份
Bison Wealth, LLC $232447 4490 0.01% 股份
Elm3 Financial Group, LLC $230948 4449 0.01% 股份
Savvy Advisors, Inc. $230808 4446 0.01% 股份
GC Wealth Management RIA, LLC $216880 4178 0.01% 股份
Oregon Pacific Wealth Management, LLC $201567 3883 0.01% 股份
Global Retirement Partners, LLC $175144 3374 0.01% 股份
COMERICA BANK $150266 2904 0.01% 股份
REICON WEALTH ADVISORS, LLC $144258 2779 0.01% 股份
KELLEHER FINANCIAL ADVISORS $122976 2369 0.01% 股份
EverSource Wealth Advisors, LLC $117265 2259 0.01% 股份
Spire Wealth Management $103820 2000 0.01% 股份
PRIVATE TRUST CO NA $99771 1922 0.01% 股份
Aptus Capital Advisors, LLC $98733 1902 0.01% 股份
TWIN CITY PRIVATE WEALTH, LLC $98214 1892 0.01% 股份
Smartleaf Asset Management LLC $97628 1880 0.01% 股份
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $92400 1780 0.01% 股份
FMR LLC $76753 1479 0.00% 股份
CWM, LLC $74280 1433 0.00% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $68054 1311 0.00% 股份
TRUST CO OF VERMONT $68054 1311 0.00% 股份
NATIONAL BANK OF CANADA /FI/ $65614 1264 0.00% 股份
Rossby Financial, LCC $46304 892 0.00% 股份
LANARK FINANCIAL, INC. $38050 733 0.00% 股份
Sunbelt Securities, Inc. $32683 631 0.00% 股份
Axiom Investment Management LLC $31613 609 0.00% 股份
Betterment LLC $30417 585958 0.00% 股份
FTB Advisors, Inc. $30165 581 0.00% 股份
MATHER GROUP, LLC. $29173 562 0.00% 股份
EVOLUTION WEALTH MANAGEMENT INC. $25436 490 0.00% 股份
Imprint Wealth LLC $17390 335 0.00% 股份
Ascentis Independent Advisors $15053 290 0.00% 股份
Golden State Wealth Management, LLC $14711 283 0.00% 股份
Abich Financial Wealth Management LLC $14550 280 0.00% 股份
Signature Equity Partners, LLC $11784 227 0.00% 股份
Elequin Capital, LP $10434 201 0.00% 股份
Ashton Thomas Private Wealth, LLC $10330 199 0.00% 股份
SIGNATUREFD, LLC $9759 188 0.00% 股份
WELLS FARGO & COMPANY/MN $8938 172 0.00% 股份
Cornerstone Planning Group LLC $8714 168 0.00% 股份
Godfrey Financial Associates, Inc. $7371 142 0.00% 股份
Allworth Financial LP $5711 110 0.00% 股份
2UniFi Bank $5028 97 0.00% 股份
PARK AVENUE SECURITIES LLC $3762 72476 0.00% 股份
FIDUCIARY FINANCIAL ADVISORS $3686 71 0.00% 股份
Continuum Advisory, LLC $2647 51 0.00% 股份
Elevated Capital Advisors, LLC $2544 49 0.00% 股份
OGOREK ANTHONY JOSEPH /NY/ /ADV $2305 44422 0.00% 股份
ATWOOD & PALMER INC $2181 42 0.00% 股份
Cambridge Investment Research Advisors, Inc. $2137 41159 0.00% 股份
HIGHLINE WEALTH PARTNERS LLC $2024 39 0.00% 股份
Silver Grove Financial Group, Inc. $1973 38 0.00% 股份
Meramec Financial Planners, LLC $1921 37 0.00% 股份
Strategic Wealth Partners, Ltd. $1142 22 0.00% 股份
Key Capital Management, INC $675 13 0.00% 股份
CoreCap Advisors, LLC $467 9 0.00% 股份
HANTZ FINANCIAL SERVICES, INC. $0 6 0.00% 股份