PTY — الملاك المؤسسيون (13F)

231 مقدمي إقرار · $397.3M إجمالي · حتى تاريخ 30 سبتمبر، 2026

المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.

مؤسسة القيمة الأسهم % من 13F المتتبعة النوع
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $32763127 2723452 8,25% الأسهم
LPL Financial LLC $31842057 2646888 8,02% الأسهم
MORGAN STANLEY $31224595 2595560 7,86% الأسهم
WELLS FARGO & COMPANY/MN $29531522 2454824 7,43% الأسهم
XML Financial, LLC $21107634 1754583 5,31% الأسهم
Invesco Ltd. $17868953 1485366 4,50% الأسهم
Cetera Investment Advisers $15668008 1302411 3,94% الأسهم
ENVESTNET ASSET MANAGEMENT INC $11421047 949380 2,87% الأسهم
OSAIC HOLDINGS, INC. $11211067 931885 2,82% الأسهم
GUGGENHEIM CAPITAL LLC $9553240 794118 2,40% الأسهم
Logan Stone Capital, LLC $8125447 675432 2,05% الأسهم
ROYAL BANK OF CANADA $7678000 638181 1,93% الأسهم
AXXCESS WEALTH MANAGEMENT, LLC $7515025 624690 1,89% الأسهم
Equitable Holdings, Inc. $6653938 553112 1,67% الأسهم
Accel Wealth Management $6083017 504396 1,53% الأسهم
PFG Investments, LLC $6067817 504390 1,53% الأسهم
Private Advisor Group, LLC $5748740 477867 1,45% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $5311350 441508 1,34% الأسهم
Kestra Advisory Services, LLC $4973915 413459 1,25% الأسهم
Evergreen Wealth Management, LLC $4678137 388873 1,18% الأسهم
Dynamic Advisor Solutions LLC $4599674 382350 1,16% الأسهم
BANK OF AMERICA CORP /DE/ $4044922 336236 1,02% الأسهم
Noble Wealth Management PBC $4000362 363339 1,01% الأسهم
TRUIST FINANCIAL CORP $3724761 309623 0,94% الأسهم
Steward Partners Investment Advisory, LLC $3349597 278437 0,84% الأسهم
RAYMOND JAMES FINANCIAL INC $3133234 260452 0,79% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3108235 257091 0,78% الأسهم
Thomas J. Herzfeld Advisors, Inc. $3037960 252532 0,76% الأسهم
ICON ADVISERS INC/CO $2981335 247825 0,75% الأسهم
RIVERNORTH CAPITAL MANAGEMENT, LLC $2916397 242427 0,73% الأسهم
PRINCIPAL SECURITIES, INC. $2325176 193282 0,59% الأسهم
Strategic Wealth Partners, Ltd. $2235908 185861 0,56% الأسهم
XTX Topco Ltd $2205929 183369 0,56% الأسهم
STIFEL FINANCIAL CORP $2122754 176455 0,53% الأسهم
Beta Wealth Group, Inc. $2102566 174777 0,53% الأسهم
Smith Asset Management Co., LLC $2015089 167505 0,51% الأسهم
AG Asset Advisory, LLC $1980641 164641 0,50% الأسهم
UBS Group AG $1889913 157100 0,48% الأسهم
Foundations Investment Advisors, LLC $1728708 143700 0,44% الأسهم
Elm3 Financial Group, LLC $1695801 140964 0,43% الأسهم
Walser Wealth Management Company, A Ltd Liability Co $1670001 138820 0,42% الأسهم
Plotkin Financial Advisors, LLC $1536363 127711 0,39% الأسهم
HighTower Advisors, LLC $1534018 127516 0,39% الأسهم
Ausdal Financial Partners, Inc. $1508862 125274 0,38% الأسهم
Zullo Investment Group, Inc. $1433647 119172 0,36% الأسهم
Covenant Asset Management, LLC $1422873 118277 0,36% الأسهم
ABSOLUTE INVESTMENT ADVISERS, LLC $1396238 116063 0,35% الأسهم
Vision Retirement, LLC $1372465 114087 0,35% الأسهم
C2C Wealth Management, LLC $1303872 108385 0,33% الأسهم
Financial Engines Advisors L.L.C. $1267048 105324 0,32% الأسهم
CITADEL ADVISORS LLC $1238019 102911 0,31% الأسهم
First Heartland Consultants, Inc. $1196167 99432 0,30% الأسهم
UMB Bank, n.a. $1190970 99000 0,30% الأسهم
NBT BANK, N.A. $1183752 98400 0,30% الأسهم
Signature Equity Partners, LLC $1110910 92345 0,28% الأسهم
CARY STREET PARTNERS FINANCIAL LLC $1109958 92266 0,28% الأسهم
Arax Advisory Partners $1059961 88110 0,27% الأسهم
NewEdge Advisors, LLC $993208 82561 0,25% الأسهم
Prosperity Wealth Management, Inc. $950240 73662 0,24% الأسهم
Mariner, LLC $934152 77652 0,24% الأسهم
Sanctuary Advisors, LLC $834626 69379 0,21% الأسهم
Wealthspire Advisors, LLC $828894 68902 0,21% الأسهم
Cornerstone Wealth Management, LLC $818860 68068 0,21% الأسهم
INDEPENDENT FINANCIAL GROUP, LLC $809656 67303 0,20% الأسهم
Main Street Group, LTD $807221 67100 0,20% الأسهم
EXENCIAL WEALTH ADVISORS, LLC $806586 62526 0,20% الأسهم
MML INVESTORS SERVICES, LLC $796457 66206 0,20% الأسهم
Savant Capital, LLC $790556 67006 0,20% الأسهم
ORLEANS CAPITAL MANAGEMENT CORP/LA $779905 64830 0,20% الأسهم
Triumph Capital Management $741122 61606 0,19% الأسهم
JANE STREET GROUP, LLC $728056 60520 0,18% الأسهم
Samalin Investment Counsel, LLC $693449 57643 0,17% الأسهم
FELL CAPITAL MANAGEMENT /ADV $673079 55950 0,17% الأسهم
Advisory Advocates, LLC $667016 55446 0,17% الأسهم
Sigma Planning Corp $665751 55341 0,17% الأسهم
Boreal Capital Management LLC $661349 0 0,17% الأسهم
Sovran Advisors, LLC $654106 55763 0,16% الأسهم
OneDigital Investment Advisors LLC $643545 53495 0,16% الأسهم
Rockefeller Capital Management L.P. $631969 52532 0,16% الأسهم
J.W. COLE ADVISORS, INC. $627698 52178 0,16% الأسهم
OPPENHEIMER & CO INC $627196 52136 0,16% الأسهم
MINDSET WEALTH MANAGEMENT, LLC $622974 51785 0,16% الأسهم
SUSQUEHANNA INTERNATIONAL GROUP, LLP $621289 51645 0,16% الأسهم
GHE, LLC $618944 51450 0,16% الأسهم
Mission Hills Financial Advisory, LLC $616802 51272 0,16% الأسهم
NWAM LLC $582173 48393 0,15% الأسهم
Quarry LP $580857 48284 0,15% الأسهم
Arkadios Wealth Advisors $560414 46585 0,14% الأسهم
WEALTH EFFECTS LLC $557150 46313 0,14% الأسهم
HARBOUR INVESTMENTS, INC. $556900 46293 0,14% الأسهم
HOLLENCREST CAPITAL MANAGEMENT $510240 42414 0,13% الأسهم
DIVERSIFY WEALTH MANAGEMENT, LLC $504572 43237 0,13% الأسهم
Diversify Advisory Services, LLC $504572 43237 0,13% الأسهم
NWF Advisory Services Inc. $497248 41334 0,13% الأسهم
Stratos Wealth Partners, LTD. $496139 41241 0,12% الأسهم
Accelerate Investment Advisors LLC $494807 41131 0,12% الأسهم
CAPTRUST FINANCIAL ADVISORS $482936 40144 0,12% الأسهم
CHOREO, LLC $468296 38696 0,12% الأسهم
Avestar Capital, LLC $413059 34000 0,10% الأسهم
Everest Financial Group LLC $412662 34302 0,10% الأسهم
Copperwynd Financial, LLC $381288 27411 0,10% الأسهم
Collaborative Wealth Managment Inc. $380993 31670 0,10% الأسهم
FIFTH THIRD BANCORP $375877 31245 0,09% الأسهم
Focus Partners Wealth $364948 30336 0,09% الأسهم
Red Door Wealth Management, LLC $362320 30118 0,09% الأسهم
IHT Wealth Management, LLC $359751 29904 0,09% الأسهم
Compound Planning, Inc. $357363 29706 0,09% الأسهم
Avior Wealth Management, LLC $342680 28485 0,09% الأسهم
OPTIMUM INVESTMENT ADVISORS $330676 22900 0,08% الأسهم
Western Wealth Management, LLC $323515 26893 0,08% الأسهم
DELTA FINANCIAL ADVISORS LLC $319998 26600 0,08% الأسهم
B. Riley Wealth Advisors, Inc. $319527 26627 0,08% الأسهم
Argyle Capital Partners, LLC $314585 26150 0,08% الأسهم
CDKV HOLDINGS LLC $308863 25674 0,08% الأسهم
Beacon Pointe Advisors, LLC $302276 25127 0,08% الأسهم
Capital Market Strategies LLC $291623 20965 0,07% الأسهم
Taylor & Morgan Wealth Management, LLC $285297 23656 0,07% الأسهم
IAMS WEALTH MANAGEMENT, LLC $264660 22000 0,07% الأسهم
SYM FINANCIAL Corp $261893 21770 0,07% الأسهم
PATRON PARTNERS, LLC $258407 21480 0,07% الأسهم
GRIES FINANCIAL LLC $247892 17167 0,06% الأسهم
NOMURA HOLDINGS INC $240600 20000 0,06% الأسهم
VestGen Advisors, LLC $233382 19400 0,06% الأسهم
Creative Planning $228939 19031 0,06% الأسهم
GREAT VALLEY ADVISOR GROUP, INC. $227312 18895 0,06% الأسهم
COMERICA BANK $226589 17565 0,06% الأسهم
INSIGNEO ADVISORY SERVICES, LLC $225057 18708 0,06% الأسهم
H D Vest Advisory Services $222678 16008 0,06% الأسهم
D.A. DAVIDSON & CO. $219207 18221 0,06% الأسهم
Wealth Alliance Advisory Group, LLC $219006 18205 0,06% الأسهم
PATTEN & PATTEN INC/TN $216367 17986 0,05% الأسهم
HighPoint Advisor Group LLC $210831 17525 0,05% الأسهم
VERUS CAPITAL PARTNERS, LLC $204116 16967 0,05% الأسهم
FULTON BREAKEFIELD BROENNIMAN LLC $201442 16745 0,05% الأسهم
Farther Finance Advisors, LLC $197314 16402 0,05% الأسهم
BOOTHBAY FUND MANAGEMENT, LLC $188751 15690 0,05% الأسهم
McAdam, LLC $184251 15316 0,05% الأسهم
Wharton Business Group, LLC $181365 15076 0,05% الأسهم
Disciplined Investments, LLC $180450 15000 0,05% الأسهم
Rathbones Group PLC $180450 15000 0,05% الأسهم
Beacon Financial Advisory LLC $177158 14726 0,04% الأسهم
Madison Wealth Partners, Inc $175902 14622 0,04% الأسهم
INSTRUMENTAL WEALTH, LLC $175375 14578 0,04% الأسهم
SCOTIA CAPITAL INC. $172401 14331 0,04% الأسهم
Corient Private Wealth LP $170206 14148 0,04% الأسهم
Independent Advisor Alliance $169972 14129 0,04% الأسهم
Kingsview Wealth Management, LLC $168772 14029 0,04% الأسهم
TFG Advisers LLC $166609 11978 0,04% الأسهم
TWO SIGMA SECURITIES, LLC $166591 13848 0,04% الأسهم
Integrated Wealth Concepts LLC $160348 13329 0,04% الأسهم
BlackRock, Inc. $158315 13160 0,04% الأسهم
AE Wealth Management LLC $156354 12997 0,04% الأسهم
Sheaff Brock Investment Advisors, LLC $146420 10126 0,04% الأسهم
TPG Advisors LLC $146225 12155 0,04% الأسهم
Allworth Financial LP $144671 12026 0,04% الأسهم
STEPHENS INC /AR/ $143554 11933 0,04% الأسهم
UNITED CAPITAL FINANCIAL ADVISORS, LLC $142519 11847 0,04% الأسهم
McAlister, Sweet & Associates, Inc. $142099 11812 0,04% الأسهم
Atria Wealth Solutions, Inc. $140845 10048 0,04% الأسهم
Cresset Asset Management, LLC $137294 11301 0,03% الأسهم
Significant Wealth Partners LLC $133413 11090 0,03% الأسهم
CWM, LLC $127932 10608 0,03% الأسهم
BSW Wealth Partners $127486 10597 0,03% الأسهم
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $125735 10391 0,03% الأسهم
Marex Group Ltd $123909 10300 0,03% الأسهم
CoreCap Advisors, LLC $119097 9900 0,03% الأسهم
LANARK FINANCIAL, INC. $110050 9148 0,03% الأسهم
Global Retirement Partners, LLC $106189 8827 0,03% الأسهم
PNC Financial Services Group, Inc. $91259 7586 0,02% الأسهم
PRIVATE TRUST CO NA $87121 7242 0,02% الأسهم
Ameritas Advisory Services, LLC $74653 6206 0,02% الأسهم
HARBOR INVESTMENT ADVISORY, LLC $73491 6109 0,02% الأسهم
AMERIFLEX GROUP, INC. $69774 5800 0,02% الأسهم
GILL CAPITAL PARTNERS, LLC $68114 5662 0,02% الأسهم
Parallel Advisors, LLC $67392 5602 0,02% الأسهم
MARSHALL INVESTMENT MANAGEMENT, LLC $58715 4881 0,01% الأسهم
Spire Wealth Management $53928 4483 0,01% الأسهم
BARTLETT & CO. WEALTH MANAGEMENT LLC $48121 3961 0,01% الأسهم
Cape Investment Advisory, Inc. $45509 3783 0,01% الأسهم
Sunbelt Securities, Inc. $43416 3600 0,01% الأسهم
EverSource Wealth Advisors, LLC $41504 3450 0,01% الأسهم
Bank of New Hampshire $41203 3425 0,01% الأسهم
Continuum Advisory, LLC $36956 3072 0,01% الأسهم
Nova Wealth Management, Inc. $36391 3025 0,01% الأسهم
ROTHSCHILD INVESTMENT LLC $32409 2694 0,01% الأسهم
GHP Investment Advisors, Inc. $31959 2650 0,01% الأسهم
Versant Capital Management, Inc $27525 2500 0,01% الأسهم
WEBSTER BANK, N. A. $26466 2200 0,01% الأسهم
Heritage Wealth Advisors $23098 1920 0,01% الأسهم
CIBC Private Wealth Group LLC $21660 1500 0,01% الأسهم
EASTERN BANK $21654 1800 0,01% الأسهم
Bogart Wealth, LLC $19248 1600 0,00% الأسهم
Pinnacle Wealth Planning Services, Inc. $18045 1500 0,00% الأسهم
Merrithew & Thorsten Inc $17959 1492851 0,00% الأسهم
Princeton Global Asset Management LLC $16547 1375 0,00% الأسهم
Axiom Investment Management LLC $14749 1226 0,00% الأسهم
IFG Advisory, LLC $13016 1082 0,00% الأسهم
MCF Advisors LLC $12861 1069 0,00% الأسهم
SALEM INVESTMENT COUNSELORS INC $12149 1000 0,00% الأسهم
Key Capital Management, INC $12126 1008 0,00% الأسهم
Crewe Advisors LLC $10226 850 0,00% الأسهم
AllSquare Wealth Management LLC $10108 700 0,00% الأسهم
Align Financial, LLC $9023 750 0,00% الأسهم
Moisand Fitzgerald Tamayo, LLC $8963 745 0,00% الأسهم
Smartleaf Asset Management LLC $7224 602 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $6393 531454 0,00% الأسهم
BOYD WATTERSON ASSET MANAGEMENT LLC/OH $6015 500 0,00% الأسهم
MCGUIRE CAPITAL ADVISORS INC $5245 436 0,00% الأسهم
Atlantic Union Bankshares Corp $5113 425 0,00% الأسهم
Larson Financial Group LLC $4896 407 0,00% الأسهم
Ancora Advisors LLC $3609 300 0,00% الأسهم
Physician Wealth Advisors, Inc. $3609 300 0,00% الأسهم
HIGHLINE WEALTH PARTNERS LLC $3609 300 0,00% الأسهم
KERR FINANCIAL PLANNING Corp $2434 203 0,00% الأسهم
Wilmington Savings Fund Society, FSB $2406 200 0,00% الأسهم
HOEY INVESTMENTS, INC $1817 151 0,00% الأسهم
Strategic Investment Solutions, Inc. /IL $1600 133 0,00% الأسهم
FIRST HORIZON CORP $1203 100 0,00% الأسهم
ASSETMARK, INC $1179 98 0,00% الأسهم
COHEN & STEERS, INC. $1083 90000 0,00% الأسهم
Janney Montgomery Scott LLC $814 67660 0,00% الأسهم
Capital Analysts, LLC $397 32953 0,00% الأسهم
PARK AVENUE SECURITIES LLC $392 32606 0,00% الأسهم
CENTAURUS FINANCIAL, INC. $305 25335 0,00% الأسهم
Thrivent Financial for Lutherans $274 22795 0,00% الأسهم
WEDBUSH SECURITIES INC $163 13582 0,00% الأسهم
Kingdom Financial Group LLC. $48 4 0,00% الأسهم
FNY Investment Advisers, LLC $38 3200 0,00% الأسهم
MassMutual Private Wealth & Trust, FSB $24 2 0,00% الأسهم
PIN OAK INVESTMENT ADVISORS INC $16 1306 0,00% الأسهم
Coston, McIsaac & Partners $8 695 0,00% الأسهم