GDLC — 机构持有人 (13F)

84 家申报者 · $55.2M 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
Cetera Investment Advisers $5064253 191900 9.17% 股份
INDEPENDENT FINANCIAL GROUP, LLC $4379868 114178 7.93% 股份
ENVESTNET ASSET MANAGEMENT INC $3909984 148162 7.08% 股份
Rehmann Capital Advisory Group $3869729 146490 7.01% 股份
BIP Wealth, LLC $2832119 73830 5.13% 股份
Hartmann Taylor Wealth Management, LLC $2803617 73087 5.08% 股份
Aries Wealth Management $2256911 58835 4.09% 股份
Integrated Wealth Concepts LLC $2235761 84720 4.05% 股份
DWM Financial Group, Inc. $1998349 48359 3.62% 股份
Pasadena Private Wealth, LLC $1649164 62492 2.99% 股份
Pathstone Holdings, LLC $1641563 62204 2.97% 股份
U.S. Capital Wealth Advisors, LLC $1624032 52069 2.94% 股份
DeDora Capital, Inc. $1556739 40582 2.82% 股份
Arax Advisory Partners $1375262 52113 2.49% 股份
Wealthspire Advisors, LLC $1267090 48014 2.29% 股份
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1202513 45567 2.18% 股份
Elyxium Wealth, LLC $1166413 30407 2.11% 股份
Mariner, LLC $1102337 41771 2.00% 股份
HORIZON KINETICS ASSET MANAGEMENT LLC $1082755 41029 1.96% 股份
NAPA WEALTH MANAGEMENT $999101 17873 1.81% 股份
KMT WEALTH MANAGEMENT, LLC $963341 36504 1.74% 股份
Keystone Financial Services, LLC $913200 34604 1.65% 股份
Professional Financial Advisors, LLC $818812 21345 1.48% 股份
MATHER GROUP, LLC. $618171 16115 1.12% 股份
Modern Wealth Management, LLC $575117 21793 1.04% 股份
Prosperity Wealth Management, Inc. $533069 12900 0.97% 股份
Fortis Group Advisors, LLC $494681 18745 0.90% 股份
Rossmore Private Capital $485254 12650 0.88% 股份
HUNTINGTON NATIONAL BANK $408140 15566 0.74% 股份
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $327236 12400 0.59% 股份
Formidable Asset Management, LLC $323378 10368 0.59% 股份
Soltis Investment Advisors LLC $307745 11661 0.56% 股份
Balboa Wealth Partners $302541 7887 0.55% 股份
Creative Planning $301954 11442 0.55% 股份
Visionary Wealth Advisors $290818 11020 0.53% 股份
Fort Point Capital Partners LLC $247353 9373 0.45% 股份
Farther Finance Advisors, LLC $233843 6096 0.42% 股份
KINGSWOOD WEALTH ADVISORS, LLC $231963 6047 0.42% 股份
MONETA GROUP INVESTMENT ADVISORS LLC $225580 8548 0.41% 股份
Avior Wealth Management, LLC $220954 5760 0.40% 股份
Alesco Advisors, LLC, An ESL Co $218747 8289 0.40% 股份
Claro Advisors Inc. $209247 7929 0.38% 股份
Burford Brothers, Inc. $208256 5429 0.38% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $207074 5580 0.38% 股份
COMMONWEALTH EQUITY SERVICES, LLC $200270 7589 0.36% 股份
OAKWORTH CAPITAL, INC. $176686 4606 0.32% 股份
OSAIC HOLDINGS, INC. $172246 6527 0.31% 股份
CIBC Private Wealth Group LLC $117166 2096 0.21% 股份
WOLFF WIESE MAGANA LLC $107447 2801 0.19% 股份
Benson Wealth Management INC $101522 3847 0.18% 股份
MCF Advisors LLC $96667 3663 0.18% 股份
CWM, LLC $57889 1856 0.10% 股份
Global Retirement Partners, LLC $54100 2050 0.10% 股份
Federation des caisses Desjardins du Quebec $52440 2000 0.09% 股份
Noble Wealth Management PBC $51633 1346 0.09% 股份
JFS WEALTH ADVISORS, LLC $36150 1159 0.07% 股份
WPG Advisers, LLC $33028 861 0.06% 股份
HARBOUR INVESTMENTS, INC. $28369 1075 0.05% 股份
ROTHSCHILD INVESTMENT LLC $26390 1000 0.05% 股份
Wilkerson Advisory Group LLC $21021 548 0.04% 股份
SOA Wealth Advisors, LLC. $18974 719 0.03% 股份
Center for Financial Planning, Inc. $18412 480 0.03% 股份
Clearstead Advisors, LLC $18342 695 0.03% 股份
ROYAL BANK OF CANADA $17000 656 0.03% 股份
US BANCORP \DE\ $16520 626 0.03% 股份
Allworth Financial LP $12457 472 0.02% 股份
Manchester Capital Management LLC $11526 300 0.02% 股份
Larson Financial Group LLC $10371 393 0.02% 股份
Ameritas Advisory Services, LLC $9553 362 0.02% 股份
Anfield Capital Management, LLC $9357 300 0.02% 股份
MCGUIRE CAPITAL ADVISORS INC $8709 330 0.02% 股份
Sankala Group LLC $8284 284 0.02% 股份
Truvestments Capital LLC $7099 269 0.01% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6466 245 0.01% 股份
Financial Perspectives, Inc $5832 221 0.01% 股份
Parallel Advisors, LLC $4750 180 0.01% 股份
Sunbelt Securities, Inc. $4211 135 0.01% 股份
Bullseye Investment Management, LLC $3959 150 0.01% 股份
LANARK FINANCIAL, INC. $3836 100 0.01% 股份
Blue Trust, Inc. $603 16 0.00% 股份
Cambridge Investment Research Advisors, Inc. $261 9896 0.00% 股份
ASSETMARK, INC $77 2 0.00% 股份
Smithfield Trust Co $36 1420 0.00% 股份
Forum Finance Group S.A. $5 215 0.00% 股份