IDVO — 机构持有人 (13F)

130 家申报者 · $508.5M 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
RAYMOND JAMES FINANCIAL INC $95919071 2283788 18.86% 股份
CPC Advisors, LLC $52785123 1256789 10.38% 股份
LPL Financial LLC $41900001 997619 8.24% 股份
GREAT VALLEY ADVISOR GROUP, INC. $26878800 639968 5.29% 股份
OSAIC HOLDINGS, INC. $25809690 614472 5.08% 股份
Principle Wealth Partners LLC $19838951 472356 3.90% 股份
Sterling Financial Group, Inc. $19710627 528577 3.88% 股份
STIFEL FINANCIAL CORP $19180143 456668 3.77% 股份
MORGAN STANLEY $18137029 431833 3.57% 股份
Sequoia Financial Advisors, LLC $17745420 422510 3.49% 股份
UBS Group AG $14546154 346337 2.86% 股份
ROYAL BANK OF CANADA $9888000 235435 1.94% 股份
CARY STREET PARTNERS FINANCIAL LLC $9676002 230381 1.90% 股份
COMMONWEALTH EQUITY SERVICES, LLC $9391590 223609 1.85% 股份
Elmwood Wealth Management, Inc. $8619618 205229 1.70% 股份
ARQ WEALTH ADVISORS, LLC $7058299 164798 1.39% 股份
EverSource Wealth Advisors, LLC $6933423 165082 1.36% 股份
Steward Partners Investment Advisory, LLC $6047715 143993 1.19% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5877913 139950 1.16% 股份
TRUIST FINANCIAL CORP $5705662 135849 1.12% 股份
Atlas Wealth LLC $5355000 127500 1.05% 股份
ENVESTNET ASSET MANAGEMENT INC $5203681 123897 1.02% 股份
IAM Advisory, LLC $4363749 103899 0.86% 股份
Proficio Capital Partners LLC $4263840 101520 0.84% 股份
Baird Financial Group, Inc. $3955770 94185 0.78% 股份
Visionary Wealth Advisors $3862326 91960 0.76% 股份
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $3813504 90798 0.75% 股份
SAGESPRING WEALTH PARTNERS, LLC $2735284 65126 0.54% 股份
Retirement Planning Group, LLC $2730872 65021 0.54% 股份
Financial Insights, Inc. $2277828 54234 0.45% 股份
Pasadena Private Wealth, LLC $2201808 52424 0.43% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2069150 48847 0.41% 股份
CAP Partners, LLC $1950719 46446 0.38% 股份
Capital Investment Advisory Services, LLC $1898988 45214 0.37% 股份
NewEdge Advisors, LLC $1725080 41073 0.34% 股份
URS Advisory LLC $1576641 37539 0.31% 股份
Northwest Financial Advisors $1483977 35333 0.29% 股份
Snowden Capital Advisors LLC $1463772 34852 0.29% 股份
JONES FINANCIAL COMPANIES LLLP $1435038 34521 0.28% 股份
Navis Wealth Advisors, LLC $1332492 31726 0.26% 股份
OLD MISSION CAPITAL LLC $1321110 31455 0.26% 股份
Carr Financial Group Corp $1272123 30289 0.25% 股份
Private Advisor Group, LLC $1198131 28527 0.24% 股份
Karras Company, Inc. $1193626 28420 0.23% 股份
MILESTONE ASSET MANAGEMENT, LLC $1104553 26298 0.22% 股份
US BANCORP \DE\ $1087732 25881 0.21% 股份
JPMORGAN CHASE & CO $1041620 25002 0.20% 股份
Bright Futures Wealth Management, LLC. $1030134 24527 0.20% 股份
Savvy Advisors, Inc. $1021007 24310 0.20% 股份
JOHNSON INVESTMENT COUNSEL INC $966630 23015 0.19% 股份
Institute for Wealth Management, LLC. $964278 22959 0.19% 股份
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $953778 22709 0.19% 股份
Farther Finance Advisors, LLC $950752 22637 0.19% 股份
Embree Financial Group $905941 21570 0.18% 股份
HARBOUR INVESTMENTS, INC. $902653 21492 0.18% 股份
Hilltop Holdings Inc. $858941 20451 0.17% 股份
Goldstone Financial Group, LLC $808766 19256 0.16% 股份
HBK Sorce Advisory LLC $682536 15932 0.13% 股份
Reliant Wealth Planning $631176 15028 0.12% 股份
Kestra Advisory Services, LLC $616728 14684 0.12% 股份
KINGSWOOD WEALTH ADVISORS, LLC $577038 13739 0.11% 股份
INTEGRITY ALLIANCE, LLC. $463387 11033 0.09% 股份
UMB Bank, n.a. $453600 10800 0.09% 股份
Equitable Holdings, Inc. $449265 10697 0.09% 股份
Arkadios Wealth Advisors $440440 10487 0.09% 股份
Sigma Planning Corp $425668 10135 0.08% 股份
Strategic Wealth Partners, Ltd. $375181 8933 0.07% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $372048 8991 0.07% 股份
Redwood Family Wealth LLC $367412 8747 0.07% 股份
Atria Investments, Inc $358468 8535 0.07% 股份
INDEPENDENT FINANCIAL GROUP, LLC $353514 8417 0.07% 股份
Mariner, LLC $348594 8300 0.07% 股份
Marion Wealth Management $329988 7857 0.06% 股份
FLAGSTAR SECURITIES, INC $309760 7375 0.06% 股份
Tidemark, LLC $294426 7010 0.06% 股份
PFG Investments, LLC $283787 6757 0.06% 股份
HighTower Advisors, LLC $282534 6727 0.06% 股份
HighPoint Advisor Group LLC $267834 6377 0.05% 股份
LifeGoal Investments, LLC $265125 6313 0.05% 股份
WELLS FARGO & COMPANY/MN $256987 6119 0.05% 股份
Capital Wealth Planning, LLC $241362 5747 0.05% 股份
MERCER GLOBAL ADVISORS INC /ADV $237258 5649 0.05% 股份
BENJAMIN EDWARDS INC $231378 5509 0.05% 股份
Bison Wealth, LLC $220935 5237 0.04% 股份
MONECO ADVISORS, LLC $215601 5133 0.04% 股份
CITADEL ADVISORS LLC $214200 5100 0.04% 卖出期权
Brookstone Capital Management $214050 5096 0.04% 股份
Mission Hills Financial Advisory, LLC $212142 5051 0.04% 股份
SPC Financial, Inc. $210689 5650 0.04% 股份
Avidian Wealth Enterprises, LLC $203700 4850 0.04% 股份
Trexquant Investment LP $203532 4846 0.04% 股份
Clear Trail Advisors, LLC $203220 4839 0.04% 股份
JOURNEY STRATEGIC WEALTH LLC $201298 4974 0.04% 股份
PERRYMAN FINANCIAL ADVISORY INC /AD $201018 4786 0.04% 股份
SIMPLEX TRADING, LLC $163254 3887 0.03% 股份
Pinnacle Bancorp, Inc. $143976 3428 0.03% 股份
AdvisorNet Financial, Inc $131250 3125 0.03% 股份
FIFTH THIRD BANCORP $102438 2439 0.02% 股份
Noble Wealth Management PBC $87234 2100 0.02% 股份
Wealth Enhancement Trust Services, Inc. $84000 2000 0.02% 股份
Aptus Capital Advisors, LLC $76650 1825 0.02% 股份
Ancora Advisors LLC $67368 1604 0.01% 股份
Global Retirement Partners, LLC $58456 1392 0.01% 股份
MPWM ADVISORY SOLUTIONS, LLC $56700 1350 0.01% 股份
Decker Retirement Planning Inc. $49140 1170 0.01% 股份
Janney Montgomery Scott LLC $45497 1083262 0.01% 股份
IFP Advisors, Inc $45444 1082 0.01% 股份
Allworth Financial LP $37800 900 0.01% 股份
PRIVATE TRUST CO NA $34650 825 0.01% 股份
PNC Financial Services Group, Inc. $33600 800 0.01% 股份
Triumph Capital Management $25956 618 0.01% 股份
Federation des caisses Desjardins du Quebec $19866 473 0.00% 股份
Ascentis Wealth Management, LLC $16907 402 0.00% 股份
JPL Wealth Management, LLC $16380 390 0.00% 股份
LANARK FINANCIAL, INC. $14700 350 0.00% 股份
Rockefeller Capital Management L.P. $12600 300 0.00% 股份
SWAN Capital LLC $12141 300 0.00% 股份
CWM, LLC $10118 250 0.00% 股份
ROTHSCHILD INVESTMENT LLC $8400 200 0.00% 股份
SALEM INVESTMENT COUNSELORS INC $8400 200 0.00% 股份
ASSETMARK, INC $5754 137 0.00% 股份
AE Wealth Management LLC $4200 100 0.00% 股份
SHP Wealth Management $3750 89 0.00% 股份
SIGNATUREFD, LLC $3570 85 0.00% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2954 73 0.00% 股份
FARMERS & MERCHANTS INVESTMENTS INC $1050 25 0.00% 股份
CENTAURUS FINANCIAL, INC. $160 3800 0.00% 股份
TSFG, LLC $45 1061 0.00% 股份
Capital Analysts, LLC $18 423 0.00% 股份
Roble, Belko & Company, Inc $10 244 0.00% 股份