SOR — 机构持有人 (13F)

58 家申报者 · $73.7M 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
DKM Wealth Management, Inc. $14393004 313096 19.53% 股份
D.A. DAVIDSON & CO. $7673337 166920 10.41% 股份
Shaker Financial Services, LLC $7077818 153966 9.61% 股份
DIVERSIFIED MANAGEMENT INC $5464324 117969 7.42% 股份
Hara Capital LLC $4577003 99565 6.21% 股份
MORGAN STANLEY $4177616 90877 5.67% 股份
FIRST TRUST ADVISORS LP $3473217 75554 4.71% 股份
Mesirow Financial Investment Management, Inc. $3466524 75409 4.70% 股份
WELLS FARGO & COMPANY/MN $3103138 67504 4.21% 股份
RAYMOND JAMES FINANCIAL INC $2667036 58017 3.62% 股份
Invesco Ltd. $1560773 33952 2.12% 股份
Anchor Investment Management, LLC $1321954 28757 1.79% 股份
Smith Asset Management Co., LLC $1290010 28062 1.75% 股份
US BANCORP \DE\ $1140056 24800 1.55% 股份
Keating Financial Advisory Services, Inc. $1047476 22786 1.42% 股份
LPL Financial LLC $966499 21025 1.31% 股份
&PARTNERS $726272 15799 0.99% 股份
OSAIC HOLDINGS, INC. $694963 15115 0.94% 股份
Chemistry Wealth Management LLC $652360 14191 0.89% 股份
Baltimore-Washington Financial Advisors, Inc. $646660 14067 0.88% 股份
BANK OF AMERICA CORP /DE/ $645337 14038 0.88% 股份
PECAUT & CO. $625241 13601 0.85% 股份
READYSTATE ASSET MANAGEMENT LP $564512 12280 0.77% 股份
AE Wealth Management LLC $540607 11760 0.73% 股份
NWF Advisory Services Inc. $540194 11751 0.73% 股份
EVOLVE PRIVATE WEALTH, LLC $490316 10666 0.67% 股份
Pinnacle Financial Partners, Inc. $475062 10334 0.64% 股份
CARY STREET PARTNERS FINANCIAL LLC $451058 9812 0.61% 股份
Capital Investment Counsel, Inc $413730 9000 0.56% 股份
Private Advisor Group, LLC $366706 7977 0.50% 股份
Waypoint Wealth Partners Inc. $310219 7154 0.42% 股份
Cetera Investment Advisers $289808 6304 0.39% 股份
UBS Group AG $255593 5560 0.35% 股份
NewEdge Advisors, LLC $235345 5120 0.32% 股份
Beacon Pointe Advisors, LLC $214864 4674 0.29% 股份
ASSETMARK, INC $164848 3586 0.22% 股份
Align Financial, LLC $153796 3346 0.21% 股份
JONES FINANCIAL COMPANIES LLLP $124216 2766 0.17% 股份
ROYAL BANK OF CANADA $83000 1815 0.11% 股份
AlphaCentric Advisors LLC $78149 1700 0.11% 股份
Crossingbridge Advisors, LLC $78149 1700 0.11% 股份
Manchester Capital Management LLC $69889 1520 0.09% 股份
Key Capital Management, INC $60129 1308 0.08% 股份
LANARK FINANCIAL, INC. $51102 1111 0.07% 股份
PNC Financial Services Group, Inc. $45971 1000 0.06% 股份
WOLVERINE ASSET MANAGEMENT LLC $44361 965 0.06% 股份
Rockefeller Capital Management L.P. $41971 913 0.06% 股份
WHI TRUST Co LLC $41925 912 0.06% 股份
JPMORGAN CHASE & CO $32659 717 0.04% 股份
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32179 700 0.04% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22904 495 0.03% 股份
MATHER GROUP, LLC. $10749 234 0.01% 股份
CWM, LLC $3103 67 0.00% 股份
Cassaday & Co Wealth Management LLC $920 20 0.00% 股份
Janney Montgomery Scott LLC $340 7388 0.00% 股份
Russell Investments Group, Ltd. $138 3 0.00% 股份
Motiv8 Investments LLC $5 109 0.00% 股份
Colonial Trust Co / SC $4 0 0.00% 股份