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PWZを保有する機関一覧(127社)

現在 127 社の機関がPWZを保有しており、以下は保有時価総額の高い順です。

PWZの株式ページ全体を見る

主要保有機関申告総額平均比率
Wealthfront Advisers LLC$4.2億0.91%
MERCER GLOBAL ADVISORS INC /ADV$7016.3万0.10%
Gerber Kawasaki Wealth & Investment Management$4568.0万1.45%
Composition Wealth, LLC$2956.3万0.41%
SYON CAPITAL LLC$2876.5万1.45%
BANK OF AMERICA CORP /DE/$2514.1万0.00%
GUGGENHEIM CAPITAL LLC$2045.6万0.16%
EP Wealth Advisors, LLC$1794.0万0.09%
LPL Financial LLC$1513.0万0.00%
MORGAN STANLEY$1404.2万0.00%
FIRST FOUNDATION ADVISORS$905.4万0.36%
Pure Financial Advisors, LLC$648.4万0.09%
WELLS FARGO & COMPANY/MN$559.5万0.00%
JPMORGAN CHASE & CO$522.7万0.00%
Robertson Stephens Wealth Management, LLC$474.7万0.13%
FIRST AMERICAN TRUST, FSB$422.7万0.28%
Beacon Pointe Advisors, LLC$370.0万0.02%
Elmwood Wealth Management, Inc.$338.7万0.94%
Mariner, LLC$335.7万0.00%
Chatterton & Associates Inc.$320.8万2.25%
HighTower Advisors, LLC$295.7万0.00%
KEYBANK NATIONAL ASSOCIATION/OH$293.6万0.01%
JONES FINANCIAL COMPANIES LLLP$285.1万0.00%
Integrated Wealth Concepts LLC$238.2万0.02%
FMR LLC$221.4万0.00%
JANE STREET GROUP, LLC$207.0万0.00%
Allworth Financial LP$206.7万0.01%
SimpliFi, Inc.$205.6万0.86%
SteelPeak Wealth, LLC$204.3万0.06%
UBS Group AG$197.6万0.00%
Farther Finance Advisors, LLC$188.4万0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC$186.0万0.18%
Navigation Group, LLC$183.9万0.43%
RAYMOND JAMES FINANCIAL INC$166.8万0.00%
McNaughton Wealth Management, LLC$166.8万0.69%
Compound Planning, Inc.$166.4万0.05%
AMERIPRISE FINANCIAL INC$154.5万0.00%
COMMONWEALTH EQUITY SERVICES, LLC$142.8万0.00%
Impact Investors, Inc$108.4万0.75%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$108.0万0.00%
FOCUS Wealth Advisors, LLC$103.6万0.51%
Cambridge Investment Research Advisors, Inc.$101.9万0.00%
Affinity Capital Advisors, LLC$99.5万0.14%
Prospera Financial Services Inc$89.9万0.01%
Atlas Legacy Advisors, LLC$89.4万0.16%
Cetera Investment Advisers$89.1万0.00%
ENVESTNET ASSET MANAGEMENT INC$84.3万0.00%
Shared Vision Wealth Group LLC$84.3万0.34%
Quantinno Capital Management LP$83.7万0.00%
Destination Wealth Management$80.7万0.02%
C M BIDWELL & ASSOCIATES LTD$78.9万0.37%
OneDigital Investment Advisors LLC$75.4万0.01%
MATTERN CAPITAL MANAGEMENT, LLC$74.0万0.09%
Williams & Novak, LLC$71.7万0.54%
DIMENSION CAPITAL MANAGEMENT LLC$62.6万0.09%
Omega Financial Group, LLC$61.9万0.20%
Allegiance Financial Group Advisory Services LLC$61.8万0.12%
Avantax Planning Partners, Inc.$60.9万0.02%
Creative Planning$60.7万0.00%
FLOW TRADERS U.S. LLC$56.3万0.02%
Equitable Holdings, Inc.$56.2万0.00%
JOURNEY STRATEGIC WEALTH LLC$56.0万0.01%
NWF Advisory Services Inc.$55.3万0.06%
Fisher Asset Management, LLC$55.2万0.00%
OSAIC HOLDINGS, INC.$54.6万0.00%
SWEENEY & MICHEL, LLC$48.5万0.14%
Orion Porfolio Solutions, LLC$48.3万0.00%
Cerity Partners LLC$48.1万0.00%
HILL ISLAND FINANCIAL LLC$47.8万0.12%
MML INVESTORS SERVICES, LLC$47.8万0.00%
BCS Private Wealth Management, Inc.$47.7万0.15%
Nautilus Advisors LLC$47.6万0.33%
Warren Street Wealth Advisors, LLC$46.7万0.12%
Greykasell Wealth Strategies, Inc.$40.9万0.16%
ROYAL BANK OF CANADA$37.3万0.00%
Apella Capital, LLC$36.3万0.01%
Betterment LLC$33.8万0.00%
WADDELL & ASSOCIATES, LLC$33.7万0.02%
ASSETMARK, INC$33.6万0.00%
Vise Technologies, Inc.$33.0万0.01%
Savvy Advisors, Inc.$32.4万0.01%
WealthPlan Investment Management, LLC$31.5万0.02%
Climber Capital SA$30.1万0.20%
TME FINANCIAL, INC.$29.3万0.20%
NorthRock Partners, LLC$28.7万0.00%
Steward Partners Investment Advisory, LLC$27.8万0.00%
Laurel Wealth Planning LLC$27.7万0.15%
STIFEL FINANCIAL CORP$27.2万0.00%
CLIFFORD SWAN INVESTMENT COUNSEL LLC$26.4万0.01%
Ameritas Advisory Services, LLC$25.7万0.01%
Concurrent Investment Advisors, LLC$24.8万0.00%
TWIN PEAKS WEALTH ADVISORS, LLC$24.1万0.06%
Gateway Wealth Partners, LLC$23.9万0.01%
Rossby Financial, LCC$23.7万0.05%
FORONJY FINANCIAL LLC$23.4万0.10%
Stratos Wealth Partners, LTD.$22.4万0.00%
ACTION POINT FINANCIAL PLANNING, LLC$22.4万0.20%
WEDBUSH SECURITIES INC$22.3万0.01%
CIBC Bancorp USA Inc.$22.1万0.00%
IHT Wealth Management, LLC$21.6万0.01%
OLD MISSION CAPITAL LLC$21.3万0.00%
Parkshore Wealth Management, Inc.$21.0万0.07%
PRIVATE CLIENT SERVICES, LLC$20.5万0.06%
Rockefeller Capital Management L.P.$20.1万0.00%
Dynamic Wealth Strategies, LLC$11.6万0.07%
Main Management LLC$10.7万0.01%
Root Financial Partners, LLC$10.6万0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC$9.1万0.00%
Ameritas Investment Partners, Inc.$9.0万0.00%
ELEVATION WEALTH PARTNERS, LLC$7.4万0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV$7.2万0.00%
Align Financial, LLC$7.0万0.04%
Larson Financial Group LLC$6.3万0.00%
AMERIFLEX GROUP, INC.$5.1万0.03%
SIMPLEX TRADING, LLC$3.8万0.00%
EverSource Wealth Advisors, LLC$3.0万0.00%
ABOUND FINANCIAL, LLC$1.8万0.01%
Golden State Wealth Management, LLC$1.3万0.00%
Versant Capital Management, Inc$8832.00.00%
BANK OF MONTREAL /CAN/$6063.00.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5347.00.00%
AE Wealth Management LLC$4917.00.00%
CALDWELL SUTTER CAPITAL, INC.$2387.00.00%
Parallel Advisors, LLC$955.00.00%
BNP PARIBAS FINANCIAL MARKETS$671.00.00%
Aptus Capital Advisors, LLC$406.00.00%
Smartleaf Asset Management LLC$24.00.00%