IBTJ — 机构持有人 (13F)

230 家申报者 · $1.1B 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
MORGAN STANLEY $74673745 3449133 6.95% 股份
BANK OF AMERICA CORP /DE/ $59827870 2763412 5.57% 股份
MERCER GLOBAL ADVISORS INC /ADV $55869838 2580593 5.20% 股份
WELLS FARGO & COMPANY/MN $38244487 1766489 3.56% 股份
Brookstone Capital Management $36823380 1700849 3.43% 股份
TRUE Private Wealth Advisors $36154841 1669970 3.36% 股份
Financial Advisory Corp $34606628 1598459 3.22% 股份
RAYMOND JAMES FINANCIAL INC $31063249 1434792 2.89% 股份
Asset Advisors Investment Management, LLC $29026480 1340715 2.70% 股份
ENVESTNET ASSET MANAGEMENT INC $28046960 1295472 2.61% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $27556560 1273661 2.56% 股份
BlackRock, Inc. $26430645 1220815 2.46% 股份
HENGEHOLD CAPITAL MANAGEMENT LLC $24138560 1114945 2.25% 股份
AMERIPRISE FINANCIAL INC $22482348 1039013 2.09% 股份
HM PAYSON & CO $20807243 961074 1.94% 股份
ATWOOD & PALMER INC $20756432 958727 1.93% 股份
UBS Group AG $20300729 937678 1.89% 股份
Journey Advisory Group, LLC $17509156 808737 1.63% 股份
COMMONWEALTH EQUITY SERVICES, LLC $17118207 790679 1.59% 股份
Arax Advisory Partners $16928439 781914 1.57% 股份
CWM, LLC $16527834 756665 1.54% 股份
Denver PWM, LLC $14786473 685352 1.38% 股份
MKT Advisors LLC $14274094 661757 1.33% 股份
LPL Financial LLC $13874185 640840 1.29% 股份
Merit Financial Group, LLC $12735821 588260 1.18% 股份
Wealth Management Strategies, Inc. $12504497 577575 1.16% 股份
Krilogy Financial LLC $12173424 562283 1.13% 股份
Integrated Wealth Concepts LLC $12148719 561142 1.13% 股份
Legacy Private Trust Co. $12027917 555562 1.12% 股份
Stratos Wealth Partners, LTD. $11549271 533453 1.07% 股份
Probity Advisors, Inc. $11485126 530491 1.07% 股份
SHELTON WEALTH MANAGEMENT, LLC $10851218 501211 1.01% 股份
NewEdge Advisors, LLC $10824498 499976 1.01% 股份
ES4, LLC $10605487 457923 0.99% 股份
Heartwood Wealth Advisors LLC $9661399 446254 0.90% 股份
Waycross Investment Management Co $9594695 443173 0.89% 股份
EIGHT 31 FINANCIAL, LLC $9451589 436563 0.88% 股份
D.A. DAVIDSON & CO. $8287577 382798 0.77% 股份
Robertson Stephens Wealth Management, LLC $8078579 373145 0.75% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7015199 324028 0.65% 股份
SPRENG CAPITAL MANAGEMENT, INC. $6982493 322517 0.65% 股份
FORONJY FINANCIAL LLC $6832107 315571 0.64% 股份
CONFLUENCE INVESTMENT MANAGEMENT LLC $6680823 314762 0.62% 股份
FAGAN ASSOCIATES, INC. $6369770 294216 0.59% 股份
OSAIC HOLDINGS, INC. $6297617 290713 0.59% 股份
STIFEL FINANCIAL CORP $5974957 275978 0.56% 股份
CENTRAL TRUST Co $5952560 274945 0.55% 股份
REBALANCE, LLC $5854912 270435 0.54% 股份
Baird Financial Group, Inc. $5618067 259495 0.52% 股份
Stockman Wealth Management, Inc. $5541066 255938 0.52% 股份
Baltimore-Washington Financial Advisors, Inc. $5493233 253729 0.51% 股份
Asset Dedication, LLC $5365477 247828 0.50% 股份
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $5146638 237720 0.48% 股份
Belpointe Asset Management LLC $4810023 222170 0.45% 股份
Accretive Wealth Partners, LLC $4371893 201935 0.41% 股份
ROYAL BANK OF CANADA $3957000 182778 0.37% 股份
Portland Global Advisors LLC $3873986 178937 0.36% 股份
Financial Engines Advisors L.L.C. $3872097 178850 0.36% 股份
HOWLAND CAPITAL MANAGEMENT LLC $3817588 176332 0.36% 股份
Northstar Group, Inc. $3701869 170987 0.34% 股份
SIGNATUREFD, LLC $3658525 168985 0.34% 股份
Parallel Advisors, LLC $3456649 159660 0.32% 股份
MV CAPITAL MANAGEMENT, INC. $3090711 142758 0.29% 股份
SCS Capital Management LLC $2870140 132570 0.27% 股份
Cetera Investment Advisers $2835548 130972 0.26% 股份
Sanctuary Advisors, LLC $2681679 123865 0.25% 股份
Apella Capital, LLC $2667138 123650 0.25% 股份
LEAVELL INVESTMENT MANAGEMENT, INC. $2545369 117569 0.24% 股份
Hughes Financial Services, LLC $2226356 102834 0.21% 股份
Valmark Advisers, Inc. $2192387 101265 0.20% 股份
TITLEIST ASSET MANAGEMENT, LLC $2153829 99482 0.20% 股份
HighTower Advisors, LLC $1829867 84520 0.17% 股份
Leo Wealth, LLC $1800642 82436 0.17% 股份
Atria Investments, Inc $1775368 82003 0.17% 股份
Allworth Financial LP $1712927 79119 0.16% 股份
Midwest Professional Planners, LTD. $1661075 76724 0.15% 股份
Associated Banc-Corp $1499110 69243 0.14% 股份
Montecito Bank & Trust $1473312 69414 0.14% 股份
SUMMITPOINT CAPITAL MANAGEMENT $1452276 67080 0.14% 股份
IFP Advisors, Inc $1439357 66483 0.13% 股份
CAPTRUST FINANCIAL ADVISORS $1425826 65858 0.13% 股份
Reliant Wealth Planning $1327469 61315 0.12% 股份
JIM SAULNIER & ASSOCIATES, LLC $1317177 60840 0.12% 股份
GOLDMAN SACHS GROUP INC $1301187 60101 0.12% 股份
KING LUTHER CAPITAL MANAGEMENT CORP $1290557 59610 0.12% 股份
Foundry Financial Group, Inc. $1289193 59547 0.12% 股份
BIP Wealth, LLC $1253553 57901 0.12% 股份
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1223334 56505 0.11% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1075875 49694 0.10% 股份
Snowden Capital Advisors LLC $943040 43558 0.09% 股份
Cerity Partners LLC $926393 42790 0.09% 股份
MOULTON WEALTH MANAGEMENT, INC $914733 42408 0.09% 股份
KFG WEALTH MANAGEMENT, LLC $897177 41440 0.08% 股份
Atlantic Private Wealth, LLC $890226 41119 0.08% 股份
Compass Ion Advisors, LLC $824673 38091 0.08% 股份
DUNCKER STREETT & CO INC $817078 37740 0.08% 股份
Great Diamond Partners, LLC $802674 37075 0.07% 股份
CARY STREET PARTNERS FINANCIAL LLC $782886 36161 0.07% 股份
KOM Wealth Management Group, LLC $771510 35636 0.07% 股份
Chris Bulman Inc $770550 35591 0.07% 股份
Community Financial Services Group, LLC $741534 34386 0.07% 股份
Capital Investment Advisors, LLC $720295 33270 0.07% 股份
BENJAMIN EDWARDS INC $716495 33094 0.07% 股份
AQR CAPITAL MANAGEMENT LLC $702543 32450 0.07% 股份
L2 Asset Management, LLC $699833 32325 0.07% 股份
Mendota Financial Group, LLC $688615 31807 0.06% 股份
HARBOUR INVESTMENTS, INC. $635554 29356 0.06% 股份
Keeler Thomas Management LLC $626127 28920 0.06% 股份
Granite Harbor Advisors, Inc. $623975 28821 0.06% 股份
Straight Path Wealth Management $619796 28628 0.06% 股份
Independent Advisor Alliance $604533 27923 0.06% 股份
Blake Schutter Theil Wealth Advisors, LLC $594098 27441 0.06% 股份
Creative Planning $579527 26768 0.05% 股份
NATIONAL BANK OF CANADA /FI/ $567660 26232 0.05% 股份
MML INVESTORS SERVICES, LLC $535411 24730 0.05% 股份
Modern Wealth Management, LLC $524666 24234 0.05% 股份
SCHMIDT P J INVESTMENT MANAGEMENT INC $521364 24081 0.05% 股份
TABLEAUX LLC $502821 23225 0.05% 股份
FIFTH THIRD BANCORP $492776 22761 0.05% 股份
Old Port Advisors $488511 22564 0.05% 股份
Daybright Advisory Services, Inc. $466700 21652 0.04% 股份
Kestra Advisory Services, LLC $451531 20856 0.04% 股份
Austin Private Wealth, LLC $450442 20526 0.04% 股份
DecisionMap Wealth Management, LLC $439538 20302 0.04% 股份
Jacobi Capital Management LLC $427369 19740 0.04% 股份
Heartland Bank & Trust Co $424102 19589 0.04% 股份
Walleye Partners, LLC $416799 19252 0.04% 股份
Atwater Malick LLC $398966 18428 0.04% 股份
SMITHBRIDGE ASSET MANAGEMENT INC/DE $398360 18400 0.04% 股份
Prime Capital Investment Advisors, LLC $394098 18203 0.04% 股份
Beacon Pointe Advisors, LLC $379705 17538 0.04% 股份
Black Maple Capital Management LP $378875 17500 0.04% 股份
Summit Wealth Partners, LLC $376161 17375 0.03% 股份
STAR Financial Bank $374956 17319 0.03% 股份
CGN Advisors LLC $372921 17225 0.03% 股份
XY Planning Network, Inc. $372921 17225 0.03% 股份
JOHNSON INVESTMENT COUNSEL INC $372228 17193 0.03% 股份
Madrid Wealth Management, LLC $365907 16901 0.03% 股份
Kestra Investment Management, LLC $364736 16847 0.03% 股份
Signature Wealth Management Group $363708 16651 0.03% 股份
Towne Trust Company, N.A $356922 16486 0.03% 股份
BARRETT & COMPANY, INC. $353631 16334 0.03% 股份
OneDigital Investment Advisors LLC $352462 16280 0.03% 股份
TRANSCEND CAPITAL ADVISORS, LLC $344776 15925 0.03% 股份
FULLCIRCLE WEALTH LLC $343609 15672 0.03% 股份
COWA, LLC $340446 15725 0.03% 股份
Trinity Wealth Management, LLC $340381 15722 0.03% 股份
Prosperity Planning, Inc. $340273 15578 0.03% 股份
Single Point Partners, LLC $331440 15309 0.03% 股份
Safeguard Financial, LLC $328556 15092 0.03% 股份
LBMC INVESTMENT ADVISORS, LLC $318818 14726 0.03% 股份
Element Wealth, LLC $314380 14521 0.03% 股份
Cyr Financial Inc. $311349 14381 0.03% 股份
Cambridge Financial Group, LLC $303339 14011 0.03% 股份
JAMES INVESTMENT RESEARCH, INC. $296518 13696 0.03% 股份
Crews Bank & Trust $294224 13590 0.03% 股份
COLDSTREAM CAPITAL MANAGEMENT INC $290673 13426 0.03% 股份
MLP3, LLC $289667 13261 0.03% 股份
Madden Advisory Services, Inc. $287837 13295 0.03% 股份
LIBERTY WEALTH MANAGEMENT LLC $282755 12945 0.03% 股份
LEVEL FOUR ADVISORY SERVICES, LLC $282741 13059 0.03% 股份
PRINCIPAL SECURITIES, INC. $282554 13051 0.03% 股份
JANE STREET GROUP, LLC $280779 12969 0.03% 股份
Advisory Services Network, LLC $280624 12962 0.03% 股份
Physician Wealth Advisors, Inc. $280055 12936 0.03% 股份
Koss-Olinger Consulting, LLC $279775 12923 0.03% 股份
MILESTONE ASSET MANAGEMENT, LLC $277878 12835 0.03% 股份
Alamar Capital Management, LLC $274955 12700 0.03% 股份
Jaffetilchin Investment Partners, LLC $268366 12286 0.02% 股份
CFS Investment Advisory Services, LLC $267602 12389 0.02% 股份
Conrad Siegel Investment Advisors, Inc. $265727 12274 0.02% 股份
Guidance Point Advisors, LLC $262225 12112 0.02% 股份
Autumn Glory Partners, LLC $260103 12014 0.02% 股份
Vestmark Advisory Solutions, Inc. $257664 11901 0.02% 股份
O'Brien Wealth Partners LLC $253267 11541 0.02% 股份
Highland Financial Advisors, LLC $253262 11698 0.02% 股份
Resonant Capital Advisors, LLC $251205 11603 0.02% 股份
MGO ONE SEVEN LLC $239511 11063 0.02% 股份
Global Retirement Partners, LLC $234967 10853 0.02% 股份
Trust Co $224377 10272 0.02% 股份
Apollon Wealth Management, LLC $217971 10068 0.02% 股份
Avidian Wealth Enterprises, LLC $213512 9862 0.02% 股份
Foundations Investment Advisors, LLC $206329 9530 0.02% 股份
Penobscot Investment Management Company, Inc. $205675 9500 0.02% 股份
KINTRA WEALTH, LLC $205058 9500 0.02% 股份
WASHINGTON TRUST Co $202687 9362 0.02% 股份
Koshinski Asset Management, Inc. $202604 9358 0.02% 股份
Talon Private Wealth, LLC $202482 9352 0.02% 股份
Focus Partners Wealth $202471 9352 0.02% 股份
Atlantic Union Bankshares Corp $136850 6321 0.01% 股份
Cherry Tree Wealth Management, LLC $136210 6291 0.01% 股份
High Note Wealth, LLC $124358 5744 0.01% 股份
Hills Bank & Trust Co $118685 5482 0.01% 股份
Spectrum Wealth Counsel, LLC $114641 5266 0.01% 股份
Pinnacle Bancorp, Inc. $114247 5277 0.01% 股份
Key Financial Inc $108142 4995 0.01% 股份
Farther Finance Advisors, LLC $99885 4614 0.01% 股份
Lowe fs, LLC $95921 4369 0.01% 股份
US BANCORP \DE\ $88657 4095 0.01% 股份
Hara Capital LLC $86600 4000 0.01% 股份
FIDUCIARY FINANCIAL ADVISORS $84040 3882 0.01% 股份
CNB Bank $81902 3783 0.01% 股份
Steward Partners Investment Advisory, LLC $80646 3725 0.01% 股份
AllSquare Wealth Management LLC $76733 3495 0.01% 股份
Bogart Wealth, LLC $69367 3204 0.01% 股份
2UniFi Bank $61925 2835 0.01% 股份
COMERICA BANK $60085 2738 0.01% 股份
Longview Financial Advisors LLC $56182 2595 0.01% 股份
BANK OF MONTREAL /CAN/ $50788 2346 0.00% 股份
MCF Advisors LLC $49904 2305 0.00% 股份
Hyposwiss Advisors SA $49362 2280 0.00% 股份
TD Capital Management LLC $45552 2104 0.00% 股份
Basepoint Wealth LLC $43759 2021 0.00% 股份
Robbins Farley $19745 912 0.00% 股份
PARK AVENUE SECURITIES LLC $8576 396112 0.00% 股份
GILPIN WEALTH MANAGEMENT, LLC $8401 388 0.00% 股份
Janney Montgomery Scott LLC $5707 263619 0.00% 股份
AE Wealth Management LLC $5239 242 0.00% 股份
BOSTON FAMILY OFFICE LLC $3987 184177 0.00% 股份
THOROUGHBRED FINANCIAL SERVICES, LLC $3590 165829 0.00% 股份
PNC Financial Services Group, Inc. $1386 64 0.00% 股份
Larson Financial Group LLC $1169 54 0.00% 股份
Thrivent Financial for Lutherans $1054 48658 0.00% 股份
Cambridge Investment Research Advisors, Inc. $940 43414 0.00% 股份
LANARK FINANCIAL, INC. $562 26 0.00% 股份
Opus Capital Group, LLC $301 13900 0.00% 股份
FMR LLC $289 13 0.00% 股份
First PREMIER Bank $78 3590 0.00% 股份
JPMORGAN CHASE & CO $22 1 0.00% 股份
Hemington Wealth Management $0 39 0.00% 股份