IYRI — 机构持有人 (13F)

51 家申报者 · $50.5M 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 价值 股份 % 已追踪的13F 类型
Gradient Investments LLC $8188906 166746 16.21% 股份
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $6919845 140905 13.70% 股份
Cascade Wealth Advisors, Inc $5301186 106514 10.49% 股份
MADDEN SECURITIES Corp $4920822 100200 9.74% 股份
New England Private Wealth Advisors LLC $3281479 65420 6.50% 股份
RFG Advisory, LLC $3211763 65399 6.36% 股份
Moran Wealth Management, LLC $2363959 48136 4.68% 股份
Cherry Creek Investment Advisors, Inc. $2132934 43432 4.22% 股份
Summit Financial, LLC $1274123 25944 2.52% 股份
CITADEL ADVISORS LLC $933090 19000 1.85% 买入期权
CAP Partners, LLC $913918 18610 1.81% 股份
STIFEL FINANCIAL CORP $899783 18322 1.78% 股份
LPL Financial LLC $819430 16686 1.62% 股份
High Net Worth Advisory Group LLC $791506 16117 1.57% 股份
World Investment Advisors $745390 15762 1.48% 股份
Core Wealth Advisors, Inc. $701438 14283 1.39% 股份
Prosperity Wealth Management, Inc. $641323 13196 1.27% 股份
PVG ASSET MANAGEMENT CORP $615447 12532 1.22% 股份
ROYAL BANK OF CANADA $580000 11817 1.15% 股份
Steward Partners Investment Advisory, LLC $507355 10331 1.00% 股份
D.A. DAVIDSON & CO. $501806 10218 0.99% 股份
ENTREWEALTH, LLC $495000 10000 0.98% 股份
Parallel Advisors, LLC $464110 9450 0.92% 股份
Foundations Investment Advisors, LLC $371314 7561 0.74% 股份
ENVESTNET ASSET MANAGEMENT INC $333645 6794 0.66% 股份
INDEPENDENT FINANCIAL GROUP, LLC $294660 6000 0.58% 股份
Mariner, LLC $273401 5567 0.54% 股份
Apollon Wealth Management, LLC $270105 5500 0.53% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $257975 5253 0.51% 股份
HighTower Advisors, LLC $247739 5045 0.49% 股份
Compound Planning, Inc. $246355 5016 0.49% 股份
COMMONWEALTH EQUITY SERVICES, LLC $233670 4758 0.46% 股份
WORLD EQUITY GROUP, INC. $215730 4393 0.43% 股份
CWM, LLC $133048 2813 0.26% 股份
Strategic Wealth Partners, Ltd. $112433 2289 0.22% 股份
US BANCORP \DE\ $99595 2028 0.20% 股份
OSAIC HOLDINGS, INC. $44001 896 0.09% 股份
CoreCap Advisors, LLC $39288 800 0.08% 股份
IFP Advisors, Inc $37422 762 0.07% 股份
Founders Financial Alliance, LLC $24225 493 0.05% 股份
Farther Finance Advisors, LLC $21952 447 0.04% 股份
SBI Securities Co., Ltd. $17581 358 0.03% 股份
SALEM INVESTMENT COUNSELORS INC $15961 325 0.03% 股份
Financial Management Professionals, Inc. $10117 206 0.02% 股份
NFSG Corp $7612 155 0.02% 股份
Global Retirement Partners, LLC $3929 80 0.01% 股份
HARBOUR INVESTMENTS, INC. $1031 21 0.00% 股份
DHJJ Financial Advisors, Ltd. $50 1 0.00% 股份
WELLS FARGO & COMPANY/MN $34 1 0.00% 股份
TSFG, LLC $15 306 0.00% 股份
Roble, Belko & Company, Inc $11 215 0.00% 股份