ISMD — 机构持有人 (13F)

111 家申报者 · $238.3M 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
Inspire Advisors, LLC $78920986 1579201 33.12% 股份
OneAscent Financial Services LLC $39686814 793784 16.66% 股份
Christian Investment Advisors, Inc. $16822842 336477 7.06% 股份
LPL Financial LLC $13117674 262369 5.51% 股份
PAX Financial Group, LLC $10039204 200796 4.21% 股份
Inspire Investing, LLC $7588488 189855 3.18% 股份
Sound Financial Strategies Group, LLC $3921265 78430 1.65% 股份
SILVER OAK SECURITIES, INCORPORATED $3543038 70865 1.49% 股份
AlphaStar Capital Management, LLC $3536572 70736 1.48% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3316148 67415 1.39% 股份
GOLDMAN SACHS GROUP INC $3223557 64475 1.35% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $2552191 51047 1.07% 股份
GTS SECURITIES LLC $2285713 45717 0.96% 股份
TWO SIGMA INVESTMENTS, LP $2139872 42800 0.90% 股份
UBS Group AG $2080925 41621 0.87% 股份
Simplicity Wealth,LLC $2046681 40936 0.86% 股份
Cetera Investment Advisers $1852080 37044 0.78% 股份
EverSource Wealth Advisors, LLC $1842718 36857 0.77% 股份
WorthPointe, LLC $1754869 35099 0.74% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1739111 34824 0.73% 股份
CITADEL ADVISORS LLC $1645401 32910 0.69% 股份
Chevy Chase Trust Holdings, LLC $1566500 31330 0.66% 股份
LVZ, Inc. $1432238 28646 0.60% 股份
Focus Partners Advisor Solutions, LLC $1394943 27900 0.59% 股份
Bare Financial Services, Inc $1377467 27551 0.58% 股份
Cornerstone Financial Management LLC $1173021 23462 0.49% 股份
AE Wealth Management LLC $1118327 22368 0.47% 股份
JONES FINANCIAL COMPANIES LLLP $1010183 20432 0.42% 股份
Financial Advisory Corp $984764 19696 0.41% 股份
Koss-Olinger Consulting, LLC $949343 18988 0.40% 股份
TRUST POINT INC. $947543 18952 0.40% 股份
COMMONWEALTH EQUITY SERVICES, LLC $928890 18579 0.39% 股份
FAMILY WEALTH PARTNERS, LLC $842518 21079 0.35% 股份
Providence Financial Advisors, LLC $834666 16694 0.35% 股份
IFP Advisors, Inc $767454 15350 0.32% 股份
RMG Wealth Management LLC $746102 14836 0.31% 股份
CWM, LLC $739205 18494 0.31% 股份
Keel Point, LLC $716507 14331 0.30% 股份
Sterling Investment Advisors, Ltd. $714957 14300 0.30% 股份
RAYMOND JAMES FINANCIAL INC $710579 14212 0.30% 股份
CAPTRUST FINANCIAL ADVISORS $694820 13897 0.29% 股份
Pinnacle Financial Partners, Inc. $685059 13702 0.29% 股份
Faithward Advisors, LLC $662584 13252 0.28% 股份
Farther Finance Advisors, LLC $659510 13191 0.28% 股份
Revisor Wealth Management LLC $576980 11489 0.24% 股份
HARBOUR INVESTMENTS, INC. $573074 11462 0.24% 股份
OSAIC HOLDINGS, INC. $555973 11113 0.23% 股份
Sanctuary Advisors, LLC $545496 10911 0.23% 股份
Frontier Asset Management, LLC $540375 10808 0.23% 股份
ENVESTNET ASSET MANAGEMENT INC $496988 9940 0.21% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495070 9902 0.21% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $462185 9244 0.19% 股份
Whitaker-Myers Wealth Managers, LTD. $456306 9127 0.19% 股份
Focus Financial Network, Inc. $414367 8251 0.17% 股份
ROYAL BANK OF CANADA $388000 7751 0.16% 股份
H D Vest Advisory Services $376073 10585 0.16% 股份
Gateway Wealth Partners, LLC $352168 7044 0.15% 股份
LaSalle St. Investment Advisors, LLC $332882 6658 0.14% 股份
MML INVESTORS SERVICES, LLC $324144 6483 0.14% 股份
Gambit Capital Management, LLC $317181 6344 0.13% 股份
Waverly Advisors, LLC $303382 6068 0.13% 股份
LITTLEJOHN FINANCIAL SERVICES, INC. $299632 5993 0.13% 股份
Hilltop Holdings Inc. $269234 5385 0.11% 股份
Legacy Wealth Asset Management, LLC $267484 5350 0.11% 股份
PFG Advisors $266484 5330 0.11% 股份
Harvest Investment Services, LLC $252385 5048 0.11% 股份
Larry Mathis Financial Planning, LLC $250535 5011 0.11% 股份
BENJAMIN EDWARDS INC $233784 4676 0.10% 股份
CreativeOne Wealth, LLC $226051 4522 0.09% 股份
LifeWealth Investments, LLC $220587 4412 0.09% 股份
AQR CAPITAL MANAGEMENT LLC $220287 4406 0.09% 股份
Merit Financial Group, LLC $218547 4371 0.09% 股份
Crossmark Global Holdings, Inc. $215941 4324 0.09% 股份
AdvisorNet Financial, Inc $215737 4315 0.09% 股份
Cornerstone Planning Group LLC $207608 4207 0.09% 股份
MCF Advisors LLC $207099 4129 0.09% 股份
COURIER CAPITAL LLC $206388 4128 0.09% 股份
JOHNSON INVESTMENT COUNSEL INC $201787 4036 0.08% 股份
Arax Advisory Partners $200186 4004 0.08% 股份
Geneos Wealth Management Inc. $200000 4000 0.08% 股份
MORGAN STANLEY $129761 2595 0.05% 股份
Fairman Group, LLC $128096 2551 0.05% 股份
HOWE & RUSLING INC $112144 2243 0.05% 股份
Ameritas Advisory Services, LLC $106402 2128 0.04% 股份
Aptus Capital Advisors, LLC $80695 1614 0.03% 股份
Continuum Advisory, LLC $74546 1491 0.03% 股份
Steward Partners Investment Advisory, LLC $66546 1331 0.03% 股份
CoreCap Advisors, LLC $64246 1285 0.03% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47247 945 0.02% 股份
Blue Trust, Inc. $43197 864 0.02% 股份
OLIVER LAGORE VANVALIN INVESTMENT GROUP $37938 1112 0.02% 股份
PRIVATE TRUST CO NA $31248 625 0.01% 股份
PEOPLES FINANCIAL SERVICES CORP. $23495 470 0.01% 股份
IFG Advisory, LLC $19298 386 0.01% 股份
TRUST CO OF TOLEDO NA /OH/ $18499 370 0.01% 股份
Values First Advisors, Inc. $15449 309 0.01% 股份
Noble Wealth Management PBC $13905 300 0.01% 股份
Winch Advisory Services, LLC $11876 238 0.00% 股份
WELLS FARGO & COMPANY/MN $10500 210 0.00% 股份
Institute for Wealth Management, LLC. $10416 208 0.00% 股份
StrongBox Wealth, LLC $9899 198 0.00% 股份
FMR LLC $9462 189 0.00% 股份
Keating Financial Advisory Services, Inc. $9099 182 0.00% 股份
IAG Wealth Partners, LLC $3150 63 0.00% 股份
Ameritas Investment Partners, Inc. $2733 55 0.00% 股份
Cambridge Investment Research Advisors, Inc. $953 19070 0.00% 股份
Allworth Financial LP $500 10 0.00% 股份
Q3 Asset Management $414 8283 0.00% 股份
Betterment LLC $214 4280 0.00% 股份
JPMORGAN CHASE & CO $11 0 0.00% 股份
CX Institutional $7 148 0.00% 股份