IBMT — 机构持有人 (13F)

74 家申报者 · $99.9M 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
HighTower Advisors, LLC $16715863 647902 16.74% 股份
MERCER GLOBAL ADVISORS INC /ADV $12345223 478497 12.36% 股份
Vishria Bird Financial Group, LLC $10567888 408263 10.58% 股份
US BANCORP \DE\ $5804923 224997 5.81% 股份
BANK OF AMERICA CORP /DE/ $4058315 157299 4.06% 股份
Praetorian Wealth Management, Inc. $3653538 141610 3.66% 股份
LBMC INVESTMENT ADVISORS, LLC $3408180 132100 3.41% 股份
Hills Bank & Trust Co $2894528 112191 2.90% 股份
Quantum Financial Advisors, LLC $2674547 103665 2.68% 股份
Focus Partners Wealth $2602059 100855 2.61% 股份
COLDSTREAM CAPITAL MANAGEMENT INC $2512920 97400 2.52% 股份
ASSETMARK, INC $2133608 82698 2.14% 股份
Ellis Investment Partners, LLC $1839383 71293 1.84% 股份
ROYAL BANK OF CANADA $1478000 57275 1.48% 股份
COMMONWEALTH EQUITY SERVICES, LLC $1200830 46544 1.20% 股份
Kestra Advisory Services, LLC $1186195 45977 1.19% 股份
NewEdge Advisors, LLC $1040616 40334 1.04% 股份
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1034090 40081 1.04% 股份
GC Wealth Management RIA, LLC $1015540 39362 1.02% 股份
CENTRAL TRUST Co $985741 38207 0.99% 股份
SPINNAKER TRUST $945080 36631 0.95% 股份
Jacobi Capital Management LLC $944744 36618 0.95% 股份
Curbstone Financial Management Corp $940410 36450 0.94% 股份
Atlantic Union Bankshares Corp $934553 36223 0.94% 股份
UBS Group AG $844253 32723 0.85% 股份
Cyndeo Wealth Partners, LLC $827699 32081 0.83% 股份
Valmark Advisers, Inc. $803515 31144 0.80% 股份
GOLDMAN SACHS GROUP INC $790925 30656 0.79% 股份
CWM, LLC $731635 28505 0.73% 股份
LEAVELL INVESTMENT MANAGEMENT, INC. $710274 27530 0.71% 股份
IFP Advisors, Inc $643916 24958 0.64% 股份
LPL Financial LLC $635934 24649 0.64% 股份
DROMS STRAUSS ADVISORS INC /MO/ /ADV $628230 24350 0.63% 股份
Sanctuary Advisors, LLC $613747 23789 0.61% 股份
STIFEL FINANCIAL CORP $584036 22637 0.58% 股份
Godshalk Welsh Capital Management, Inc. $541800 21000 0.54% 股份
Rossmore Private Capital $527713 20454 0.53% 股份
Paradigm, Strategies in Wealth Management, LLC $513575 19906 0.51% 股份
Aspen Wealth Management LLC $502403 19473 0.50% 股份
Newman Dignan & Sheerar, Inc. $490333 19005 0.49% 股份
Beacon Pointe Advisors, LLC $443521 17191 0.44% 股份
RAYMOND JAMES FINANCIAL INC $440303 17066 0.44% 股份
Parallel Advisors, LLC $402480 15600 0.40% 股份
SIGMA INVESTMENT COUNSELORS INC $375507 14630 0.38% 股份
HOWLAND CAPITAL MANAGEMENT LLC $370488 14360 0.37% 股份
Balefire, LLC $335323 12997 0.34% 股份
IFG Advisory, LLC $306211 11869 0.31% 股份
Syntegra Private Wealth Group, LLC $299048 11591 0.30% 股份
Pacific Excel Wealth Advisors, Inc. $281813 10923 0.28% 股份
Heritage Family Offices, LLP $281813 10923 0.28% 股份
SCHMIDT P J INVESTMENT MANAGEMENT INC $279672 10840 0.28% 股份
Sterling Investment Advisors, Ltd. $277995 10775 0.28% 股份
MEMBERS WEALTH LLC $254568 9867 0.25% 股份
Capital Investment Advisors, LLC $253032 9807 0.25% 股份
Cornell Pochily Investment Advisors, Inc. $232071 8995 0.23% 股份
Archford Capital Strategies, LLC $220384 8542 0.22% 股份
Cetera Investment Advisers $214217 8303 0.21% 股份
Carnegie Investment Counsel $206400 8000 0.21% 股份
MORGAN STANLEY $187927 7284 0.19% 股份
Addison Advisors LLC $130806 5070 0.13% 股份
Crews Bank & Trust $109650 4250 0.11% 股份
Princeton Global Asset Management LLC $100104 3880 0.10% 股份
10Elms LLP $90300 3500 0.09% 股份
HARBOUR INVESTMENTS, INC. $88261 3421 0.09% 股份
Global Retirement Partners, LLC $81760 3169 0.08% 股份
MidFirst Bank $79206 3070 0.08% 股份
JPMORGAN CHASE & CO $47067 1825 0.05% 股份
OSAIC HOLDINGS, INC. $41280 1600 0.04% 股份
Sarver Vrooman Wealth Advisors $38864 1576 0.04% 股份
ADIRONDACK TRUST CO $34919 1354 0.03% 股份
BARRETT & COMPANY, INC. $25800 1000 0.03% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $18266 708 0.02% 股份
JONES FINANCIAL COMPANIES LLLP $12163 472 0.01% 股份
BlackRock, Inc. $1677 65 0.00% 股份