PBDC — Institutionelle Eigentümer (13F)

67 Einreicher · $78.2M gesamt · Stand 30. September 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
Russell Investments Group, Ltd. $9.786.375 359.661 12,51% Aktien
CONDOR CAPITAL MANAGEMENT $8.890.563 326.738 11,36% Aktien
Cetera Investment Advisers $6.434.701 236.482 8,22% Aktien
LexAurum Advisors, LLC $6.267.552 230.340 8,01% Aktien
Clark Capital Management Group, Inc. $5.568.255 204.640 7,12% Aktien
Prota Financial, LLC $5.365.847 195.691 6,86% Aktien
ENVESTNET ASSET MANAGEMENT INC $4.065.533 149.413 5,20% Aktien
Evolution Wealth Advisors, LLC $3.365.877 123.700 4,30% Aktien
Corient Private Wealth LP $2.963.487 108.912 3,79% Aktien
LPL Financial LLC $2.488.682 91.462 3,18% Aktien
NewEdge Advisors, LLC $2.098.544 77.124 2,68% Aktien
H D Vest Advisory Services $2.032.521 60.063 2,60% Aktien
Apollon Wealth Management, LLC $1.557.815 57.252 1,99% Aktien
Haven Private, LLC $1.496.087 54.983 1,91% Aktien
RFG Advisory, LLC $1.310.291 48.155 1,67% Aktien
Closed-End Fund Advisors, Inc. $1.301.073 47.816 1,66% Aktien
Brookwood Investment Group LLC $1.090.169 40.065 1,39% Aktien
Almanack Investment Partners, LLC. $1.081.543 39.748 1,38% Aktien
Kathmere Capital Management, LLC $911.970 33.516 1,17% Aktien
Steward Partners Investment Advisory, LLC $826.339 30.369 1,06% Aktien
Beaumont Financial Advisors, LLC $726.448 26.698 0,93% Aktien
Stratos Wealth Partners, LTD. $641.748 23.585 0,82% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $596.150 21.909 0,76% Aktien
TWO SIGMA INVESTMENTS, LP $571.410 21.000 0,73% Aktien
Naviter Wealth, LLC $529.670 19.466 0,68% Aktien
Discipline Wealth Solutions, LLC $522.113 19.188 0,67% Aktien
Wealthcare Advisory Partners LLC $493.088 18.122 0,63% Aktien
PRINCIPAL SECURITIES, INC. $457.838 16.826 0,59% Aktien
BROWN ADVISORY INC $397.320 14.602 0,51% Aktien
RAYMOND JAMES FINANCIAL INC $384.802 14.142 0,49% Aktien
UBS Group AG $366.083 13.454 0,47% Aktien
Advyzon Investment Management, LLC $360.493 13.249 0,46% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $327.456 12.034 0,42% Aktien
OSAIC HOLDINGS, INC. $322.149 11.835 0,41% Aktien
J.W. COLE ADVISORS, INC. $313.756 11.531 0,40% Aktien
HighTower Advisors, LLC $276.698 10.169 0,35% Aktien
Allworth Financial LP $269.379 9.900 0,34% Aktien
MML INVESTORS SERVICES, LLC $258.809 9.512 0,33% Aktien
Clearstead Advisors, LLC $246.197 9.048 0,31% Aktien
FOCUSED ALPHA, LLC $245.803 9.034 0,31% Aktien
Legacy Wealth Managment, LLC/ID $213.789 7.857 0,27% Aktien
Samalin Investment Counsel, LLC $213.787 7.857 0,27% Aktien
CITADEL ADVISORS LLC $204.864 7.529 0,26% Aktien
Rockefeller Capital Management L.P. $103.298 3.796 0,13% Aktien
CWM, LLC $65.585 2.378 0,08% Aktien
Miller Global Investments, LLC $53.921 2.003 0,07% Aktien
Miller Global Investments, LLC $36.597 1.345 0,05% Aktien
LANARK FINANCIAL, INC. $31.046 1.141 0,04% Aktien
EverSource Wealth Advisors, LLC $27.210 1.000 0,03% Aktien
Global Retirement Partners, LLC $26.639 979 0,03% Aktien
SALEM INVESTMENT COUNSELORS INC $13.605 500 0,02% Aktien
MORGAN STANLEY $10.232 376 0,01% Aktien
ROYAL BANK OF CANADA $7.000 251 0,01% Aktien
Farther Finance Advisors, LLC $5.986 220 0,01% Aktien
BROWN, LISLE/CUMMINGS, INC. $5.360 197 0,01% Aktien
Signature Equity Partners, LLC $3.767 138 0,00% Aktien
AMERIFLEX GROUP, INC. $3.401 125 0,00% Aktien
PRIVATE TRUST CO NA $1.877 69 0,00% Aktien
Cornerstone Planning Group LLC $1.637 62 0,00% Aktien
Private Wealth Asset Management, LLC $1.224 45 0,00% Aktien
Strategic Wealth Partners, Ltd. $1.200 44 0,00% Aktien
PARK AVENUE SECURITIES LLC $472 17.343 0,00% Aktien
HARBOUR INVESTMENTS, INC. $327 12 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $300 11.016 0,00% Aktien
Strive Financial Group ,LLC $218 8 0,00% Aktien
Roble, Belko & Company, Inc $7 262 0,00% Aktien
PIN OAK INVESTMENT ADVISORS INC $5 200 0,00% Aktien