ISEP — 机构持有人 (13F)

66 家申报者 · $52.7M 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
SageView Advisory Group, LLC $8023603 231896 15.22% 股份
Creative Planning $8023602 231896 15.22% 股份
Safe Harbor Wealth Advisors, LLC $5524738 163599 10.48% 股份
COMMONWEALTH EQUITY SERVICES, LLC $2776620 80249 5.27% 股份
Cetera Investment Advisers $2207791 63809 4.19% 股份
RAYMOND JAMES FINANCIAL INC $2186028 63180 4.15% 股份
CORRADO ADVISORS, LLC $2025277 58534 3.84% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1743183 50381 3.31% 股份
Fragasso Financial Advisors Inc $1232521 35622 2.34% 股份
OSAIC HOLDINGS, INC. $1173762 33924 2.23% 股份
Sigma Planning Corp $1084952 31357 2.06% 股份
KFG WEALTH MANAGEMENT, LLC $1014818 29330 1.93% 股份
HighTower Advisors, LLC $983920 28437 1.87% 股份
Soltis Investment Advisors LLC $905178 26161 1.72% 股份
GOLDMAN SACHS GROUP INC $871712 25194 1.65% 股份
SECURED RETIREMENT ADVISORS, LLC $859602 24844 1.63% 股份
Diligent Investors, LLC $807737 23345 1.53% 股份
Kestra Advisory Services, LLC $777704 22477 1.48% 股份
Americana Partners, LLC $709542 20507 1.35% 股份
PFS Partners, LLC $608061 17574 1.15% 股份
AdvisorNet Financial, Inc $561869 16239 1.07% 股份
Focus Partners Wealth $537269 15528 1.02% 股份
Berger Financial Group, Inc $438140 12663 0.83% 股份
WPWealth LLP $430701 12448 0.82% 股份
TRUIST FINANCIAL CORP $399699 11552 0.76% 股份
Cerity Partners LLC $393298 11367 0.75% 股份
CYPRESS FINANCIAL PLANNING LLC $355688 10280 0.67% 股份
Snowden Capital Advisors LLC $353024 10203 0.67% 股份
Ferguson Shapiro LLC $344305 9951 0.65% 股份
Straight Path Wealth Management $331468 9580 0.63% 股份
Liberty Atlantic Advisors LLC $330015 9538 0.63% 股份
Frisch Financial Group, Inc. $327005 9451 0.62% 股份
MAI Capital Management $296577 8572 0.56% 股份
Cresset Asset Management, LLC $275762 7970 0.52% 股份
Beacon Financial Advisory LLC $269534 7790 0.51% 股份
SCS Capital Management LLC $264828 7654 0.50% 股份
ENVESTNET ASSET MANAGEMENT INC $262130 7576 0.50% 股份
Worth Financial Advisory Group, LLC $248774 7190 0.47% 股份
LPL Financial LLC $243273 7031 0.46% 股份
Beacon Pointe Advisors, LLC $239571 6924 0.45% 股份
GILL CAPITAL PARTNERS, LLC $238532 6894 0.45% 股份
Dana Investment Advisors, Inc. $236214 6827 0.45% 股份
FIDUCIARY FINANCIAL GROUP, LLC $228350 6964 0.43% 股份
Pinnacle Wealth Management Group, Inc. $204140 5900 0.39% 股份
Rothschild Wealth LLC $200715 5801 0.38% 股份
Steward Partners Investment Advisory, LLC $199884 5777 0.38% 股份
DHJJ Financial Advisors, Ltd. $158468 4580 0.30% 股份
HARBOUR INVESTMENTS, INC. $141549 4091 0.27% 股份
Arax Advisory Partners $138400 4000 0.26% 股份
CoreCap Advisors, LLC $115218 3330 0.22% 股份
JPMORGAN CHASE & CO $113007 3274 0.21% 股份
SIGNATUREFD, LLC $80826 2336 0.15% 股份
Continuum Advisory, LLC $77885 2251 0.15% 股份
IFP Advisors, Inc $40067 1158 0.08% 股份
Noble Wealth Management PBC $17459 500 0.03% 股份
EverSource Wealth Advisors, LLC $16158 467 0.03% 股份
LANARK FINANCIAL, INC. $13874 401 0.03% 股份
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $13840 400 0.03% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8373 242 0.02% 股份
AE Wealth Management LLC $6263 181 0.01% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $6228 180 0.01% 股份
Financial Network Wealth Advisors LLC $5467 158 0.01% 股份
Beacon Financial Strategies CORP $3668 106 0.01% 股份
Farther Finance Advisors, LLC $1246 36 0.00% 股份
Cambridge Investment Research Advisors, Inc. $256 7402 0.00% 股份
Capital Analysts, LLC $31 900 0.00% 股份