PEO — Institutionelle Eigentümer (13F)

104 Einreicher · $261.9M gesamt · Stand 30. Juni 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
ADAMS DIVERSIFIED EQUITY FUND, INC. $66.087.758 2.673.453 25,23% Aktien
Saba Capital Management, L.P. $56.096.948 2.269.294 21,42% Aktien
MORGAN STANLEY $35.834.802 1.449.627 13,68% Aktien
LAZARD ASSET MANAGEMENT LLC $12.557.093 507.973 4,79% Aktien
ROYAL BANK OF CANADA $10.587.000 428.278 4,04% Aktien
RAYMOND JAMES FINANCIAL INC $5.969.824 241.498 2,28% Aktien
Basepoint Wealth LLC $4.008.064 162.138 1,53% Aktien
INTREPID FAMILY OFFICE LLC $3.932.112 159.066 1,50% Aktien
Pathstone Holdings, LLC $3.916.811 158.447 1,50% Aktien
FCA CORP /TX $3.298.824 133.448 1,26% Aktien
BANK OF AMERICA CORP /DE/ $3.072.296 124.284 1,17% Aktien
LPL Financial LLC $2.947.055 119.218 1,13% Aktien
CAPSTONE INVESTMENT ADVISORS, LLC $2.867.446 115.997 1,09% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2.852.457 115.391 1,09% Aktien
WHITENER CAPITAL MANAGEMENT, INC. $2.488.222 89.504 0,95% Aktien
FIRST TRUST ADVISORS LP $1.915.033 77.469 0,73% Aktien
CSS LLC/IL $1.866.236 75.495 0,71% Aktien
D.A. DAVIDSON & CO. $1.857.378 75.136 0,71% Aktien
SPROTT INC. $1.833.542 74.172 0,70% Aktien
UHLMANN PRICE SECURITIES, LLC $1.734.532 70.166 0,66% Aktien
Advisors Asset Management, Inc. $1.700.568 78.223 0,65% Aktien
Verition Fund Management LLC $1.696.682 68.636 0,65% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.563.432 61.894 0,60% Aktien
Allspring Global Investments Holdings, LLC $1.536.447 62.154 0,59% Aktien
Uncommon Cents Investing LLC $1.519.508 61.469 0,58% Aktien
JONES FINANCIAL COMPANIES LLLP $1.433.079 58.137 0,55% Aktien
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1.249.914 50.562 0,48% Aktien
BURNEY CO/ $1.224.110 49.519 0,47% Aktien
WELLS FARGO & COMPANY/MN $1.205.569 48.769 0,46% Aktien
STIFEL FINANCIAL CORP $1.087.621 43.997 0,42% Aktien
PRINCIPAL SECURITIES, INC. $1.071.810 43.358 0,41% Aktien
Wealthcare Advisory Partners LLC $1.042.653 42.179 0,40% Aktien
Aspire Capital Advisors LLC $1.007.686 40.764 0,38% Aktien
St. James Investment Company, LLC $917.854 37.130 0,35% Aktien
ROBERTS GLORE & CO INC /IL/ $905.840 36.644 0,35% Aktien
Cetera Investment Advisers $825.436 33.391 0,32% Aktien
Calamos Advisors LLC $798.629 32.307 0,30% Aktien
Walsh & Associates, LLC $777.988 31.472 0,30% Aktien
GUGGENHEIM CAPITAL LLC $775.343 31.365 0,30% Aktien
Kovack Advisors, Inc. $766.023 31.162 0,29% Aktien
HighTower Advisors, LLC $676.694 27.374 0,26% Aktien
UBS Group AG $672.878 27.220 0,26% Aktien
Baird Financial Group, Inc. $660.345 26.713 0,25% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $652.830 26.409 0,25% Aktien
EVOLVE PRIVATE WEALTH, LLC $611.424 24.734 0,23% Aktien
CULLEN INVESTMENT GROUP, LTD. $610.550 24.699 0,23% Aktien
OSAIC HOLDINGS, INC. $561.750 22.717 0,21% Aktien
Logan Stone Capital, LLC $499.146 20.192 0,19% Aktien
WOLVERINE ASSET MANAGEMENT LLC $463.451 18.748 0,18% Aktien
MILLENNIUM MANAGEMENT LLC $460.979 18.648 0,18% Aktien
ALTA CAPITAL MANAGEMENT LLC/ $395.520 16.000 0,15% Aktien
Man Group plc $381.603 15.437 0,15% Aktien
JANE STREET GROUP, LLC $375.571 15.193 0,14% Aktien
Kestra Advisory Services, LLC $370.119 14.972 0,14% Aktien
LEVEL FOUR ADVISORY SERVICES, LLC $344.600 13.940 0,13% Aktien
Concurrent Investment Advisors, LLC $340.015 13.755 0,13% Aktien
SeaCrest Wealth Management, LLC $311.472 12.600 0,12% Aktien
Moors & Cabot, Inc. $288.810 11.683 0,11% Aktien
NorthRock Partners, LLC $284.965 11.528 0,11% Aktien
JFS WEALTH ADVISORS, LLC $260.459 9.369 0,10% Aktien
SEARLE & CO. $253.479 10.254 0,10% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $229.896 9.300 0,09% Kaufoption
XTX Topco Ltd $228.388 9.239 0,09% Aktien
Vantage Financial Partners, LLC $223.941 10.301 0,09% Aktien
NewEdge Advisors, LLC $223.477 9.041 0,09% Aktien
TWIN FOCUS CAPITAL PARTNERS, LLC $220.008 8.900 0,08% Aktien
Mariner, LLC $210.219 8.504 0,08% Aktien
MERCER GLOBAL ADVISORS INC /ADV $208.760 8.445 0,08% Aktien
CITADEL ADVISORS LLC $208.192 8.422 0,08% Aktien
Quantedge Capital Pte Ltd $203.495 8.232 0,08% Aktien
CIBC Bancorp USA Inc. $200.010 8.091 0,08% Aktien
CIBC Private Wealth Group LLC $174.118 8.091 0,07% Aktien
Sunbelt Securities, Inc. $152.900 5.500 0,06% Aktien
Farther Finance Advisors, LLC $133.117 5.385 0,05% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $112.476 4.550 0,04% Aktien
Global Retirement Partners, LLC $97.422 3.941 0,04% Aktien
PNC Financial Services Group, Inc. $86.224 3.488 0,03% Aktien
JPMORGAN CHASE & CO $84.466 3.428 0,03% Aktien
CWM, LLC $62.244 2.239 0,02% Aktien
Institute for Wealth Management, LLC. $60.943 2.465 0,02% Aktien
COMERICA BANK $47.266 2.174 0,02% Aktien
Geneos Wealth Management Inc. $46.523 1.882 0,02% Aktien
EverSource Wealth Advisors, LLC $46.301 1.873 0,02% Aktien
FIFTH THIRD BANCORP $43.830 1.773 0,02% Aktien
Hilltop National Bank $41.900 1.695 0,02% Aktien
Pinnacle Wealth Planning Services, Inc. $33.743 1.365 0,01% Aktien
LANARK FINANCIAL, INC. $31.547 1.276 0,01% Aktien
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $27.390 1.108 0,01% Aktien
ZAZOVE ASSOCIATES LLC $24.399 987 0,01% Aktien
BARRETT & COMPANY, INC. $19.776 800 0,01% Aktien
Semmax Financial Advisors Inc. $17.984 865 0,01% Aktien
Parkside Financial Bank & Trust $16.860 682 0,01% Aktien
WPG Advisers, LLC $14.807 599 0,01% Aktien
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $14.377 582 0,01% Aktien
Cape Investment Advisory, Inc. $12.187 493 0,00% Aktien
Community Financial Services Group, LLC $9.832 400 0,00% Aktien
Atlantic Union Bankshares Corp $7.416 300 0,00% Aktien
COHEN & STEERS, INC. $4.425 178.985 0,00% Aktien
AdvisorNet Financial, Inc $3.781 153 0,00% Aktien
Elevated Capital Advisors, LLC $3.449 140 0,00% Aktien
Mosley Wealth Management $2.200 89 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.380 55.821 0,00% Aktien
WHITTIER TRUST CO OF NEVADA INC $354 14 0,00% Aktien
Rockefeller Capital Management L.P. $297 12 0,00% Aktien