VSDM — 机构持有人 (13F)

123 家申报者 · $264.4M 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
Capital Investment Services of America, Inc. $21527589 280929 8.14% 股份
TRUIST FINANCIAL CORP $19242152 251105 7.28% 股份
Mills Wealth Advisors LLC $12638279 164926 4.78% 股份
S.A. Mason LLC $12558737 163888 4.75% 股份
Keystone Financial Group, Inc. $10896287 142196 4.12% 股份
Kestra Investment Management, LLC $10676015 139319 4.04% 股份
American Investment Services, Inc. $9862971 128709 3.73% 股份
MOSAIC FAMILY WEALTH PARTNERS, LLC $9700330 126587 3.67% 股份
CGN Advisors LLC $9513921 124154 3.60% 股份
Frisch Financial Group, Inc. $7509740 98000 2.84% 股份
Quantinno Capital Management LP $7509740 98000 2.84% 股份
Acumen Wealth Advisors, LLC $6319447 82467 2.39% 股份
Beaird Harris Wealth Management, LLC $5723648 74692 2.16% 股份
RW Investment Management LLC $5387779 70309 2.04% 股份
IRON Financial LLC $5045344 65840 1.91% 股份
COMMONWEALTH EQUITY SERVICES, LLC $5018240 65487 1.90% 股份
MASTER'S WEALTH MANAGEMENT INC. $4727228 61689 1.79% 股份
Rialto Wealth Management, LLC $4693741 61252 1.78% 股份
JONES FINANCIAL COMPANIES LLLP $3866446 50496 1.46% 股份
Belpointe Asset Management LLC $3863813 50421 1.46% 股份
Alliance Private Wealth, LLC $3486757 45501 1.32% 股份
TD Capital Management LLC $3331340 43473 1.26% 股份
Bank of New York Mellon Corp $3197334 41724 1.21% 股份
Topsail Wealth Management, LLC $3129820 40843 1.18% 股份
GSG Advisors LLC $3003896 39200 1.14% 股份
Professional Financial Advisors, LLC $2931504 38255 1.11% 股份
Timmons Wealth Management, LLC $2884047 37636 1.09% 股份
LPL Financial LLC $2874507 37512 1.09% 股份
Dakota Wealth Management $2749102 35875 1.04% 股份
GREAT VALLEY ADVISOR GROUP, INC. $2517944 32858 0.95% 股份
Bedel Financial Consulting, Inc. $2341813 30560 0.89% 股份
Stonebridge Financial Group, LLC $2220465 29853 0.84% 股份
JPMORGAN CHASE & CO $2189263 28573 0.83% 股份
Aprio Wealth Management, LLC $2143341 27970 0.81% 股份
MBM WEALTH CONSULTANTS, LLC $2114528 27594 0.80% 股份
Harbor Group, Inc. $1984618 25899 0.75% 股份
Verum Partners LLC $1770291 23102 0.67% 股份
Lindenwold Advisors $1769853 23075 0.67% 股份
Burton Enright Welch $1638870 21387 0.62% 股份
Karpus Management, Inc. $1609230 21000 0.61% 股份
Financial Engines Advisors L.L.C. $1525397 19906 0.58% 股份
HighTower Advisors, LLC $1452828 18959 0.55% 股份
CRA Financial Services, LLC $1378420 17988 0.52% 股份
Essex Financial Services, Inc. $1350374 17622 0.51% 股份
Baker Ellis Asset Management LLC $1256732 16400 0.48% 股份
Integrated Wealth Concepts LLC $1227292 16016 0.46% 股份
NEUBERGER BERMAN GROUP LLC $1219183 15910 0.46% 股份
TCI Wealth Advisors, Inc. $1181635 15420 0.45% 股份
&PARTNERS $1101710 14377 0.42% 股份
MFA Wealth Services $1079092 14082 0.41% 股份
Wedmont Private Capital $1004939 13156 0.38% 股份
Composition Wealth, LLC $1004313 13106 0.38% 股份
JANE STREET GROUP, LLC $888831 11599 0.34% 股份
Signal Advisors Wealth, LLC $855574 11165 0.32% 股份
Kelman-Lazarov, Inc. $809976 10570 0.31% 股份
PARSONS CAPITAL MANAGEMENT INC/RI $786378 10262 0.30% 股份
Quantum Financial Planning Services, Inc. $782449 10211 0.30% 股份
Cascade Wealth Advisors, Inc $772287 10140 0.29% 股份
Prospera Capital Management, LLC $714570 9342 0.27% 股份
VSM Wealth Advisory, LLC $708018 6989 0.27% 股份
Breakwater Capital Group $679248 8864 0.26% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $657522 8608 0.25% 股份
CFS Investment Advisory Services, LLC $647065 8463 0.24% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643385 8396 0.24% 股份
New England Private Wealth Advisors LLC $637384 8393 0.24% 股份
Donalies Financial Planning, LLC $637102 8314 0.24% 股份
Equitable Holdings, Inc. $558215 7285 0.21% 股份
Bryn Mawr Trust Advisors, LLC $553410 7222 0.21% 股份
Gutierrez Wealth Advisory, LLC $512174 6684 0.19% 股份
Conservest Capital Advisors, Inc. $504839 6588 0.19% 股份
Forum Financial Management, LP $503227 6567 0.19% 股份
Corient Private Wealth LP $500933 6537 0.19% 股份
L. Roy Papp & Associates, LLP $499628 6520 0.19% 股份
OakTrust Wealth Advisors, LLC $498760 6509 0.19% 股份
Soltis Investment Advisors LLC $488173 6371 0.18% 股份
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV $466830 6092 0.18% 股份
Waverly Advisors, LLC $448286 5850 0.17% 股份
EverSource Wealth Advisors, LLC $438477 5722 0.17% 股份
N.E.W. Advisory Services LLC $419140 5470 0.16% 股份
Sugar Maple Asset Management, LLC $411298 5367 0.16% 股份
Worth Asset Management, LLC $353571 4614 0.13% 股份
Strategic Financial Concepts, LLC $351530 4587 0.13% 股份
Financial Planning Hawaii, Inc. $347984 4541 0.13% 股份
Ascent Group, LLC $315869 4122 0.12% 股份
Stratos Wealth Partners, LTD. $309202 4034 0.12% 股份
Kestra Advisory Services, LLC $301314 3932 0.11% 股份
Advyzon Investment Management, LLC $292336 3815 0.11% 股份
Cherry Tree Wealth Management, LLC $277478 3621 0.10% 股份
Beacon Pointe Advisors, LLC $275902 3600 0.10% 股份
Foundry Financial LLC $236174 3082 0.09% 股份
TAGStone Capital, Inc. $234948 3066 0.09% 股份
Summit Wealth Partners, LLC $231346 3019 0.09% 股份
Kropog Financial Group, LLC $224474 2929 0.08% 股份
Advisory Services Network, LLC $219622 2866 0.08% 股份
CARDIFF PARK ADVISORS, LLC $218396 2850 0.08% 股份
Elequin Capital, LP $210426 2746 0.08% 股份
Bill Few Associates, Inc. $209200 2730 0.08% 股份
Elmwood Wealth Management, Inc. $207201 2704 0.08% 股份
Graney & King, LLC $202585 2644 0.08% 股份
Snowden Capital Advisors LLC $200541 2617 0.08% 股份
ENVESTNET ASSET MANAGEMENT INC $200302 2614 0.08% 股份
Farther Finance Advisors, LLC $182119 2377 0.07% 股份
ROYAL BANK OF CANADA $151000 1976 0.06% 股份
Burk Holdings LLC $150042 1958 0.06% 股份
1015 Capital Partners, LLC $140310 1831 0.05% 股份
AE Wealth Management LLC $128662 1679 0.05% 股份
Steward Partners Investment Advisory, LLC $79235 1034 0.03% 股份
Trust Co $57902 759 0.02% 股份
Tower Research Capital LLC (TRC) $34100 445 0.01% 股份
OSAIC HOLDINGS, INC. $23285 303 0.01% 股份
LANARK FINANCIAL, INC. $22069 288 0.01% 股份
Opus Capital Group, LLC $11411 148913 0.00% 股份
Medallion Wealth Advisors, LLC $6820 89 0.00% 股份
Platt Wealth Management LLC $2815 36742 0.00% 股份
BOSTON FAMILY OFFICE LLC $1570 20487 0.00% 股份
NATIXIS ADVISORS, LLC $1011 13198 0.00% 股份
PEAPACK GLADSTONE FINANCIAL CORP $743 9700 0.00% 股份
Janney Montgomery Scott LLC $536 7000 0.00% 股份
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $462 6030 0.00% 股份
Betterment LLC $393 5125 0.00% 股份
Cambridge Investment Research Advisors, Inc. $249 3247 0.00% 股份
WELLS FARGO & COMPANY/MN $55 1 0.00% 股份
HAZLETT, BURT & WATSON, INC. $11 150 0.00% 股份