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机构持有人 (13F) 89 家申报者 · $268.0M 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。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
12 (-4 与上一季度对比) 10 (+1 与上一季度对比) 41 (+5 与上一季度对比) 16 (-5 与上一季度对比) +14K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
GLOBALT Investments LLC / GA $57086555 2365635 21.30% 股份
Krilogy Financial LLC $29114980 1206508 10.86% 股份
MORGAN STANLEY $25417380 1053282 9.48% 股份
CONFLUENCE INVESTMENT MANAGEMENT LLC $23852424 988431 8.90% 股份
CHATHAM CAPITAL GROUP, INC. $16921540 701220 6.31% 股份
ENVESTNET ASSET MANAGEMENT INC $15806771 655024 5.90% 股份
Cetera Investment Advisers $9997877 414307 3.73% 股份
AMERIPRISE FINANCIAL INC $8612103 357210 3.21% 股份
Headland Capital, LLC $8107384 335965 3.03% 股份
HighTower Advisors, LLC $7686139 318509 2.87% 股份
Probity Advisors, Inc. $5885974 243911 2.20% 股份
UBS Group AG $4332466 179532 1.62% 股份
Accretive Wealth Partners, LLC $4140114 171564 1.54% 股份
TRUIST FINANCIAL CORP $4065990 168492 1.52% 股份
MERCER GLOBAL ADVISORS INC /ADV $3775288 156446 1.41% 股份
STIFEL FINANCIAL CORP $3006409 124584 1.12% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2762334 114527 1.03% 股份
FAGAN ASSOCIATES, INC. $2355896 97627 0.88% 股份
SEI INVESTMENTS CO $2354641 97575 0.88% 股份
Snowden Capital Advisors LLC $2051838 85027 0.77% 股份
BANK OF AMERICA CORP /DE/ $2016217 83553 0.75% 股份
MCF Advisors LLC $2008030 77997 0.75% 股份
ROYAL BANK OF CANADA $1645000 68151 0.61% 股份
RAYMOND JAMES FINANCIAL INC $1461144 60549 0.55% 股份
Stockman Wealth Management, Inc. $1388798 57551 0.52% 股份
L2 Asset Management, LLC $1336024 55364 0.50% 股份
LPL Financial LLC $1227898 50883 0.46% 股份
Lido Advisors, LLC $1211745 50214 0.45% 股份
Exchange Capital Management, Inc. $1204692 49151 0.45% 股份
Pinnacle Financial Partners, Inc. $1153225 47789 0.43% 股份
JANE STREET GROUP, LLC $924795 38323 0.35% 股份
CWM, LLC $849546 34832 0.32% 股份
Mechanics Bank Trust Department $778726 32270 0.29% 股份
BENJAMIN EDWARDS INC $729168 30217 0.27% 股份
Reliant Wealth Planning $689898 28589 0.26% 股份
COMMONWEALTH EQUITY SERVICES, LLC $661000 27391 0.25% 股份
Greater Midwest Financial Group, LLC $575690 23856 0.21% 股份
Simplicity Wealth,LLC $506216 20977 0.19% 股份
PFG Advisors $504948 20925 0.19% 股份
SYNOVUS FINANCIAL CORP $480139 19471 0.18% 股份
Financial Engines Advisors L.L.C. $468756 19425 0.17% 股份
Kestra Advisory Services, LLC $459890 19058 0.17% 股份
Visionary Wealth Advisors $455991 18896 0.17% 股份
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $436155 18074 0.16% 股份
WELLS FARGO & COMPANY/MN $435937 18065 0.16% 股份
AQR CAPITAL MANAGEMENT LLC $430170 17826 0.16% 股份
JPL Wealth Management, LLC $412027 17074 0.15% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $406907 16862 0.15% 股份
Jacobi Capital Management LLC $397073 16454 0.15% 股份
Integrated Wealth Concepts LLC $379645 15733 0.14% 股份
JIM SAULNIER & ASSOCIATES, LLC $375287 15552 0.14% 股份
Atlantic Union Bankshares Corp $368972 15290 0.14% 股份
CAPTRUST FINANCIAL ADVISORS $367259 15219 0.14% 股份
LEAVELL INVESTMENT MANAGEMENT, INC. $344479 14275 0.13% 股份
Single Point Partners, LLC $331037 13718 0.12% 股份
Keeler Thomas Management LLC $311186 12895 0.12% 股份
Jaffetilchin Investment Partners, LLC $278458 11417 0.10% 股份
IFP Advisors, Inc $252923 10481 0.09% 股份
SIGNATUREFD, LLC $251403 10418 0.09% 股份
Vestmark Advisory Solutions, Inc. $230511 9552 0.09% 股份
Guidance Point Advisors, LLC $216243 8961 0.08% 股份
Private Advisor Group, LLC $215254 8920 0.08% 股份
JAMES INVESTMENT RESEARCH, INC. $205720 8525 0.08% 股份
COLDSTREAM CAPITAL MANAGEMENT INC $203189 8420 0.08% 股份
Physician Wealth Advisors, Inc. $182835 7577 0.07% 股份
Asset Dedication, LLC $123482 5117 0.05% 股份
OSAIC HOLDINGS, INC. $119507 4952 0.04% 股份
HARBOUR INVESTMENTS, INC. $109630 4543 0.04% 股份
FIFTH THIRD BANCORP $88370 3662 0.03% 股份
Atlantic Private Wealth, LLC $72593 3008 0.03% 股份
FIDUCIARY FINANCIAL ADVISORS $58425 2421 0.02% 股份
COMERICA BANK $50878 2072 0.02% 股份
Spectrum Wealth Counsel, LLC $49801 2041 0.02% 股份
Cherry Tree Wealth Management, LLC $39219 1608 0.01% 股份
CENTRAL TRUST Co $34436 1427 0.01% 股份
Rockefeller Capital Management L.P. $33401 1384 0.01% 股份
Hyposwiss Advisors SA $27027 1120 0.01% 股份
Noble Wealth Management PBC $19305 800 0.01% 股份
Federation des caisses Desjardins du Quebec $15107 626 0.01% 股份
CoreCap Advisors, LLC $11680 484 0.00% 股份
CNB Bank $8398 348 0.00% 股份
LOGAN CAPITAL MANAGEMENT INC $6753 280 0.00% 股份
AE Wealth Management LLC $5912 245 0.00% 股份
ASSETMARK, INC $5164 214 0.00% 股份
THOROUGHBRED FINANCIAL SERVICES, LLC $2350 97386 0.00% 股份
BOSTON FAMILY OFFICE LLC $1698 70359 0.00% 股份
Janney Montgomery Scott LLC $1654 68546 0.00% 股份
Cambridge Investment Research Advisors, Inc. $385 15942 0.00% 股份
First PREMIER Bank $5 195 0.00% 股份