TBLD — 机构持有人 (13F)

58 家申报者 · $216.4M 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
UBS Group AG $40964348 1856110 18.93% 股份
DKM Wealth Management, Inc. $21138048 957773 9.77% 股份
STIFEL FINANCIAL CORP $18473568 837046 8.54% 股份
MORGAN STANLEY $17035741 771895 7.87% 股份
Atlas Wealth LLC $15689409 710893 7.25% 股份
RAYMOND JAMES FINANCIAL INC $15572556 705598 7.20% 股份
Advisors Asset Management, Inc. $13575641 675405 6.27% 股份
Kera Capital Partners, Inc. $10619978 481195 4.91% 股份
ROYAL BANK OF CANADA $10208000 462544 4.72% 股份
WELLS FARGO & COMPANY/MN $9433461 427434 4.36% 股份
LPL Financial LLC $7187374 325663 3.32% 股份
Rockefeller Capital Management L.P. $3555298 161091 1.64% 股份
Sanctuary Advisors, LLC $3078132 139471 1.42% 股份
Private Advisor Group, LLC $2670958 121022 1.23% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2635460 120616 1.22% 股份
Thomas J. Herzfeld Advisors, Inc. $1776172 80479 0.82% 股份
Alessandra Capital Management, LLC $1743664 79006 0.81% 股份
EVOLVE PRIVATE WEALTH, LLC $1720533 77958 0.80% 股份
Invesco Ltd. $1713338 77632 0.79% 股份
Concurrent Investment Advisors, LLC $1578879 71540 0.73% 股份
D.A. DAVIDSON & CO. $1528098 69238 0.71% 股份
Kestra Advisory Services, LLC $1487646 67406 0.69% 股份
OSAIC HOLDINGS, INC. $1241076 56219 0.57% 股份
FINANCIAL MANAGEMENT NETWORK INC $1066715 48377 0.49% 股份
PMG Family Office LLC $1061457 48095 0.49% 股份
Dakota Wealth Management $1036863 46981 0.48% 股份
Lokken Investment Group LLC $925063 46509 0.43% 股份
Advisory Advocates, LLC $760753 34470 0.35% 股份
Closed-End Fund Advisors, Inc. $757818 34337 0.35% 股份
Steward Partners Investment Advisory, LLC $549962 24919 0.25% 股份
OPPENHEIMER & CO INC $512355 23215 0.24% 股份
COMERICA BANK $486420 24200 0.22% 股份
FIFTH THIRD BANCORP $470091 21300 0.22% 股份
DAVENPORT & Co LLC $433335 19635 0.20% 股份
NewEdge Advisors, LLC $364442 16513 0.17% 股份
BROWN ADVISORY INC $302800 13720 0.14% 股份
HICKS CAPITAL MANAGEMENT LLC $283732 12856 0.13% 股份
KW WEALTH MANAGEMENT LLC $282566 14058 0.13% 股份
Allegheny Financial Group $276908 12546 0.13% 股份
&PARTNERS $276316 12520 0.13% 股份
LaSalle St. Investment Advisors, LLC $269364 12205 0.12% 股份
BROWN BROTHERS HARRIMAN & CO $265348 12023 0.12% 股份
Beacon Pointe Advisors, LLC $253805 11500 0.12% 股份
Cetera Investment Advisers $243752 11045 0.11% 股份
Prosperity Consulting Group, LLC $220700 10000 0.10% 股份
TRUIST FINANCIAL CORP $209694 9501 0.10% 股份
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148928 6748 0.07% 股份
US BANCORP \DE\ $110262 4996 0.05% 股份
WEBSTER BANK, N. A. $66210 3000 0.03% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59103 2678 0.03% 股份
SOA Wealth Advisors, LLC. $38162 1729 0.02% 股份
Clark Wealth Partners $14567 660 0.01% 股份
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13242 600 0.01% 股份
WHITTIER TRUST CO $11070 500 0.01% 股份
Janney Montgomery Scott LLC $1537 69629 0.00% 股份
WEDBUSH SECURITIES INC $939 42539 0.00% 股份
Cambridge Investment Research Advisors, Inc. $846 38344 0.00% 股份
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $584 26550 0.00% 股份