FREL — 机构持有人 (13F)

228 家申报者 · $861.4M 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
BANK OF AMERICA CORP /DE/ $306892621 10474151 35.63% 股份
Lido Advisors, LLC $32614609 1113126 3.79% 股份
CITIZENS & NORTHERN CORP $27941476 953634 3.24% 股份
Black Diamond Financial, LLC $26291976 897336 3.05% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25465804 869139 2.96% 股份
ENVESTNET ASSET MANAGEMENT INC $24458096 834747 2.84% 股份
MAI Capital Management $22030218 751885 2.56% 股份
TRUEFG, LLC $20723206 707277 2.41% 股份
PNC Financial Services Group, Inc. $18623345 635609 2.16% 股份
LPL Financial LLC $17766302 606359 2.06% 股份
Riverpoint Wealth Management Holdings, LLC $16821102 574099 1.95% 股份
COMMONWEALTH EQUITY SERVICES, LLC $16139030 550820 1.87% 股份
Cetera Investment Advisers $12151468 414726 1.41% 股份
Pure Financial Advisors, LLC $10980024 374745 1.27% 股份
H D Vest Advisory Services $10948242 404892 1.27% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $10631650 348236 1.23% 股份
Diversify Advisory Services, LLC $10631650 348236 1.23% 股份
Payne Capital Management, LLC $9563696 326406 1.11% 股份
Pasadena Private Wealth, LLC $8497125 290004 0.99% 股份
Marotta Asset Management $7555645 277985 0.88% 股份
MML INVESTORS SERVICES, LLC $7362798 251290 0.85% 股份
AE Wealth Management LLC $7105301 242504 0.82% 股份
Dynamic Advisor Solutions LLC $6401500 218481 0.74% 股份
AGF MANAGEMENT LTD $6361147 217104 0.74% 股份
Heck Capital Advisors, LLC $6348880 235930 0.74% 股份
OSAIC HOLDINGS, INC. $6170899 210574 0.72% 股份
RAYMOND JAMES FINANCIAL INC $6070439 207182 0.70% 股份
Creative Planning $5948520 203021 0.69% 股份
AMERICAN FINANCIAL & TAX STRATEGIES INC $5846940 199554 0.68% 股份
MORGAN STANLEY $5531271 188778 0.64% 股份
Townsend Financial Planning, LLC $5030281 171682 0.58% 股份
RFG Advisory, LLC $4921363 167965 0.57% 股份
Physician Wealth Advisors, Inc. $4673432 159503 0.54% 股份
HighTower Advisors, LLC $4468971 152525 0.52% 股份
Steward Partners Investment Advisory, LLC $4340930 148155 0.50% 股份
EP Wealth Advisors, LLC $4249247 145026 0.49% 股份
Essential Planning, LLC. $3977936 135769 0.46% 股份
Financial Engines Advisors L.L.C. $3898365 133050 0.45% 股份
Prospect Financial Group LLC $3651848 124636 0.42% 股份
Opes Wealth Management LLC $3599858 133774 0.42% 股份
SigFig Wealth Management, LLC $3379275 113284 0.39% 股份
Independent Solutions Wealth Management, LLC $3379214 115332 0.39% 股份
Mariner, LLC $3264478 111416 0.38% 股份
SACHEM HILL LLC $2669170 91098 0.31% 股份
Livet Wealth, LLC $2627242 89667 0.30% 股份
LODESTAR PRIVATE ASSET MANAGEMENT LLC $2549422 87011 0.30% 股份
UBS Group AG $2407786 82177 0.28% 股份
NorthCoast Asset Management LLC $2400336 81922 0.28% 股份
Sachetta, LLC $2390476 81586 0.28% 股份
STIFEL FINANCIAL CORP $2334310 79671 0.27% 股份
NWAM LLC $2316534 79063 0.27% 股份
Beckerman Institutional, LLC $2259589 77119 0.26% 股份
Global View Capital Management LLC $2246021 76656 0.26% 股份
ROYAL BANK OF CANADA $2238000 76377 0.26% 股份
MERCER GLOBAL ADVISORS INC /ADV $2108276 71955 0.24% 股份
SUMMIT WEALTH GROUP LLC / CO $2022728 69035 0.23% 股份
Eagle Bay Advisors LLC $1993956 68053 0.23% 股份
Congress Wealth Management LLC / DE / $1957396 72388 0.23% 股份
Fifth Third Securities, Inc. $1919443 65510 0.22% 股份
Asset Management Group, Inc. $1846738 63029 0.21% 股份
Tortoise Investment Management, LLC $1842208 62874 0.21% 股份
Atria Investments, Inc $1800269 61443 0.21% 股份
Birchcreek Wealth Management, LLC $1775338 60592 0.21% 股份
FIRST NATIONAL CORP /MA/ /ADV $1734310 62318 0.20% 股份
Blue Barn Wealth, LLC $1650379 61375 0.19% 股份
Marks Group Wealth Management, Inc $1627879 55559 0.19% 股份
HF Advisory Group, LLC $1612569 55036 0.19% 股份
Beaumont Financial Advisors, LLC $1611734 55008 0.19% 股份
Soltis Investment Advisors LLC $1593544 54387 0.18% 股份
Farther Finance Advisors, LLC $1540517 52577 0.18% 股份
Atria Wealth Solutions, Inc. $1517896 55917 0.18% 股份
AMERIPRISE FINANCIAL INC $1440920 49178 0.17% 股份
Rehmann Capital Advisory Group $1408890 48085 0.16% 股份
Kestra Advisory Services, LLC $1341711 45792 0.16% 股份
Savvy Advisors, Inc. $1326868 45286 0.15% 股份
21 West Wealth Management LLC $1310911 44741 0.15% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1307219 44615 0.15% 股份
J.W. COLE ADVISORS, INC. $1191780 40675 0.14% 股份
D. E. Shaw & Co., Inc. $1181669 40330 0.14% 股份
SMITH, MOORE & CO. $1169978 39931 0.14% 股份
Life Planning Partners, Inc $1090906 37232 0.13% 股份
Full Sail Capital, LLC $1071163 38517 0.12% 股份
Glass Jacobson Investment Advisors llc $1069018 36485 0.12% 股份
Northwest Wealth Advisors, LLC $1045561 35685 0.12% 股份
PKS Advisory Services, LLC $1002120 34201 0.12% 股份
Rather & Kittrell, Inc. $980759 33473 0.11% 股份
INTEGRATED CAPITAL MANAGEMENT, INC. $976379 33324 0.11% 股份
BLUE JEAN FINANCIAL LLC $972848 33203 0.11% 股份
FMR LLC $933976 31876 0.11% 股份
New England Private Wealth Advisors LLC $927885 30333 0.11% 股份
Integrated Investment Consultants, LLC $908300 31000 0.11% 股份
Fort Point Capital Partners LLC $907391 30969 0.11% 股份
WELLS FARGO & COMPANY/MN $846018 28874 0.10% 股份
BALANCED WEALTH GROUP LLC $831754 28387 0.10% 股份
Savant Capital, LLC $806081 27511 0.09% 股份
Sunbelt Securities, Inc. $801613 29789 0.09% 股份
Gladstone Institutional Advisory LLC $789929 26960 0.09% 股份
Fingerlakes Wealth Management, Inc. $753650 25722 0.09% 股份
CITIGROUP INC $748849 25558 0.09% 股份
JPMORGAN CHASE & CO $738580 24759 0.09% 股份
Global Retirement Partners, LLC $720209 24581 0.08% 股份
IFP Advisors, Inc $719989 24573 0.08% 股份
SYKON CAPITAL LLC $697038 23790 0.08% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $695523 23738 0.08% 股份
Smith Salley Wealth Management $684422 23359 0.08% 股份
Pinnacle Financial Partners, Inc. $637213 21747 0.07% 股份
Investmark Advisory Group LLC $610170 20825 0.07% 股份
Envestnet Portfolio Solutions, Inc. $607184 20723 0.07% 股份
Larson Financial Group LLC $582834 19892 0.07% 股份
Private Advisor Group, LLC $581707 19853 0.07% 股份
Galvin, Gaustad & Stein, LLC $541224 18472 0.06% 股份
Arax Advisory Partners $520239 17755 0.06% 股份
Compound Planning, Inc. $511021 17441 0.06% 股份
Capital Investment Advisory Services, LLC $497767 16989 0.06% 股份
Advisory Services Network, LLC $466940 15936 0.05% 股份
Robertson Stephens Wealth Management, LLC $445712 15212 0.05% 股份
RIK SAYLOR FINANCIAL, INC. $428167 14613 0.05% 股份
Ausdal Financial Partners, Inc. $413921 14127 0.05% 股份
LYNCH & ASSOCIATES/IN $409936 13991 0.05% 股份
Disciplined Investments, LLC $409497 13976 0.05% 股份
Independence Financial Advisors, LLC $400395 13665 0.05% 股份
ATLAS CAPITAL ADVISORS INC. $383976 13105 0.04% 股份
Keel Point, LLC $380446 12984 0.04% 股份
THOMPSON INVESTMENT MANAGEMENT, INC. $365239 12466 0.04% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $362853 12279 0.04% 股份
Brookstone Capital Management $347513 11861 0.04% 股份
Ameritas Advisory Services, LLC $336937 11500 0.04% 股份
Clearview Wealth Management LLC $336833 11496 0.04% 股份
Modera Wealth Management, LLC $330128 11267 0.04% 股份
PENOBSCOT WEALTH MANAGEMENT $328822 11223 0.04% 股份
Kohmann Bosshard Financial Services, LLC $326138 11131 0.04% 股份
KDK Private Wealth Management, LLC $313630 10704 0.04% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $302984 10339 0.04% 股份
MISSION WEALTH MANAGEMENT, LP $297606 10157 0.03% 股份
JONES FINANCIAL COMPANIES LLLP $291238 9718 0.03% 股份
PBMares Wealth Management LLC $276654 9948 0.03% 股份
Smartleaf Asset Management LLC $274108 9189 0.03% 股份
NorthLanding Financial Partners, LLC $268443 9162 0.03% 股份
PFG Advisors $260295 8884 0.03% 股份
POLEN CAPITAL MANAGEMENT LLC $254099 8672 0.03% 股份
Cornerstone Financial Group, LLC /NE/ $249452 8514 0.03% 股份
Blue Trust, Inc. $247187 8436 0.03% 股份
Demars Financial Group, LLC $245316 8373 0.03% 股份
Maxele Advisors, LLC $237059 8091 0.03% 股份
Meridian Wealth Management, LLC $234006 7987 0.03% 股份
PRINCIPAL SECURITIES, INC. $224526 7663 0.03% 股份
Corient Private Wealth LP $220478 7525 0.03% 股份
Talon Private Wealth, LLC $218461 7456 0.03% 股份
CITIZENS FINANCIAL GROUP INC/RI $212535 7254 0.02% 股份
Merit Financial Group, LLC $212484 7252 0.02% 股份
Snowden Capital Advisors LLC $209947 7165 0.02% 股份
Financial Freedom, LLC $205444 7012 0.02% 股份
Wilmington Savings Fund Society, FSB $199504 6809 0.02% 股份
Ancora Advisors LLC $163992 5597 0.02% 股份
CIBC Private Wealth Group LLC $139050 5000 0.02% 股份
Colonial Trust Advisors $132319 4516 0.02% 股份
FIFTH THIRD BANCORP $126136 4305 0.01% 股份
Elevated Capital Advisors, LLC $99529 3397 0.01% 股份
Financial Perspectives, Inc $93211 3181 0.01% 股份
Qube Research & Technologies Ltd $76239 2602 0.01% 股份
Glenmede Investment Management, LP $68412 2460 0.01% 股份
Aspect Partners, LLC $68035 2322 0.01% 股份
Colonial Trust Co / SC $64284 2194 0.01% 股份
BLAIR WILLIAM & CO/IL $58595 2000 0.01% 股份
Stone House Investment Management, LLC $57604 1966 0.01% 股份
Atlantic Union Bankshares Corp $54879 1873 0.01% 股份
BOK Financial Private Wealth, Inc. $48756 1664 0.01% 股份
BROWN BROTHERS HARRIMAN & CO $33754 1152 0.00% 股份
Quent Capital, LLC $31676 1081 0.00% 股份
COMERICA BANK $30628 1139 0.00% 股份
SHP Wealth Management $30384 1037 0.00% 股份
Darwin Wealth Management, LLC $29570 1009 0.00% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $29124 994 0.00% 股份
Sandy Spring Bank $27470 1000 0.00% 股份
GLENMEDE TRUST CO NA $22590 771 0.00% 股份
Dogwood Wealth Management LLC $19074 651 0.00% 股份
Decker Retirement Planning Inc. $18693 638 0.00% 股份
Johnson Financial Group, Inc. $17580 600 0.00% 股份
Rockefeller Capital Management L.P. $15177 518 0.00% 股份
Crewe Advisors LLC $14475 494 0.00% 股份
AdvisorNet Financial, Inc $13073 446 0.00% 股份
Napier Financial, LLC $10226 349 0.00% 股份
Glen Eagle Advisors, LLC $10157 347 0.00% 股份
CWM, LLC $9984 371 0.00% 股份
CNB Bank $9669 330 0.00% 股份
Quest 10 Wealth Builders, Inc. $9435 322 0.00% 股份
Clearstead Advisors, LLC $8849 302 0.00% 股份
ASSETMARK, INC $7384 252 0.00% 股份
VISION FINANCIAL MARKETS LLC $6444 219 0.00% 股份
BANK OF MONTREAL /CAN/ $5860 200 0.00% 股份
Investors Research Corp $4763 177 0.00% 股份
Abound Wealth Management $4662 173 0.00% 股份
Capital A Wealth Management, LLC $4211 158 0.00% 股份
Promus Capital, LLC $4172 150 0.00% 股份
TOUNJIAN ADVISORY PARTNERS, LLC $3797 130 0.00% 股份
BlackRock, Inc. $3780 129 0.00% 股份
PARK AVENUE SECURITIES LLC $3183 108642 0.00% 股份
Bogart Wealth, LLC $3140 107 0.00% 股份
Cambridge Investment Research Advisors, Inc. $3081 105148 0.00% 股份
Glassman Wealth Services $2871 98 0.00% 股份
HARBOUR INVESTMENTS, INC. $2829 97 0.00% 股份
Financial Network Wealth Advisors LLC $2198 75 0.00% 股份
Geneos Wealth Management Inc. $2117 72 0.00% 股份
Palisades Hudson Asset Management, L.P. $1850 63130 0.00% 股份
1 NORTH WEALTH SERVICES LLC $1846 63 0.00% 股份
Strengthening Families & Communities, LLC $1846 63 0.00% 股份
IFG Advisory, LLC $1465 50 0.00% 股份
Oakmont Advisory Group, LLC $1348 46 0.00% 股份
WealthCollab, LLC $1260 43 0.00% 股份
FIRST COMMUNITY TRUST NA $1184 44 0.00% 股份
High Note Wealth, LLC $1055 36 0.00% 股份
EVOLUTION WEALTH MANAGEMENT INC. $938 32 0.00% 股份
Allworth Financial LP $934 32 0.00% 股份
AlphaCore Capital LLC $879 30 0.00% 股份
SOA Wealth Advisors, LLC. $853 29 0.00% 股份
Key Capital Management, INC $733 25 0.00% 股份
Aptus Capital Advisors, LLC $557 19 0.00% 股份
Provenance Wealth Advisors, LLC $440 15 0.00% 股份
Allspring Global Investments Holdings, LLC $297 10 0.00% 股份
Mechanics Financial Corp $205 7 0.00% 股份
FOSTER & MOTLEY INC $204 6949 0.00% 股份
Parallel Advisors, LLC $117 4 0.00% 股份
Transamerica Financial Advisors, LLC $108 3 0.00% 股份
CX Institutional $102 3767 0.00% 股份
Motiv8 Investments LLC $80 2957 0.00% 股份
Russell Investments Group, Ltd. $29 1 0.00% 股份
Raleigh Capital Management Inc. $17 1 0.00% 股份
HANTZ FINANCIAL SERVICES, INC. $0 4 0.00% 股份