PFD — Institutionelle Eigentümer (13F)

54 Einreicher · $34.5M 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
CIBC Private Wealth Group LLC $5.305.195 441.364 15,36% Aktien
CIBC Bancorp USA Inc. $5.133.063 441.364 14,86% Aktien
MORGAN STANLEY $3.460.053 297.511 10,02% Aktien
Fiera Capital Corp $2.059.871 177.117 5,96% Aktien
BANK OF AMERICA CORP /DE/ $1.837.302 157.980 5,32% Aktien
MGO ONE SEVEN LLC $1.643.496 141.315 4,76% Aktien
UBS Group AG $1.348.685 115.966 3,90% Aktien
LPL Financial LLC $1.267.749 109.007 3,67% Aktien
WELLS FARGO & COMPANY/MN $1.083.310 93.148 3,14% Aktien
UMB Bank, n.a. $1.004.518 86.373 2,91% Aktien
OSAIC HOLDINGS, INC. $993.585 85.433 2,88% Aktien
Smith Asset Management Co., LLC $845.129 72.668 2,45% Aktien
FIDUCIARY FINANCIAL ADVISORS $704.568 60.582 2,04% Aktien
RAYMOND JAMES FINANCIAL INC $684.632 58.868 1,98% Aktien
ROBINSON CAPITAL MANAGEMENT, LLC $640.499 55.073 1,85% Aktien
1607 Capital Partners, LLC $569.917 49.004 1,65% Aktien
Pathway Financial Advisors LLC $544.212 46.996 1,58% Aktien
ROYAL BANK OF CANADA $499.000 42.868 1,44% Aktien
Calamos Advisors LLC $478.284 41.125 1,38% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $428.320 36.829 1,24% Aktien
GUGGENHEIM CAPITAL LLC $384.349 33.048 1,11% Aktien
Bridgewealth Advisory Group, LLC $297.616 25.590 0,86% Aktien
CreativeOne Wealth, LLC $269.804 23.199 0,78% Aktien
Capital Investment Advisors, LLC $263.428 22.651 0,76% Aktien
CARY STREET PARTNERS FINANCIAL LLC $233.565 20.083 0,68% Aktien
Kestra Advisory Services, LLC $209.878 18.046 0,61% Aktien
Beacon Pointe Advisors, LLC $201.162 17.297 0,58% Aktien
CITADEL ADVISORS LLC $194.279 16.705 0,56% Aktien
D.A. DAVIDSON & CO. $193.058 16.600 0,56% Aktien
LongView Wealth Management $177.997 15.305 0,52% Aktien
Poplar Forest Capital LLC $173.069 15.425 0,50% Aktien
Signature Wealth Management Partners, LLC $166.902 14.351 0,48% Aktien
O'ROURKE & COMPANY, Inc $159.133 13.683 0,46% Aktien
Cetera Investment Advisers $135.588 11.658 0,39% Aktien
BlackRock, Inc. $134.129 11.533 0,39% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $127.632 11.060 0,37% Aktien
Rockefeller Capital Management L.P. $122.498 10.532 0,35% Aktien
COMERICA BANK $104.123 8.772 0,30% Aktien
FIFTH THIRD BANCORP $102.821 8.841 0,30% Aktien
Noble Wealth Management PBC $101.561 9.430 0,29% Aktien
Clear Street Group Inc. $74.734 6.426 0,22% Aktien
Farther Finance Advisors, LLC $45.357 3.900 0,13% Aktien
Steward Partners Investment Advisory, LLC $41.054 3.530 0,12% Aktien
WEBSTER BANK, N. A. $23.260 2.000 0,07% Aktien
Whipplewood Advisors, LLC $17.422 1.498 0,05% Aktien
SIT INVESTMENT ASSOCIATES INC $17.005 1.462.183 0,05% Aktien
Allworth Financial LP $16.670 1.433 0,05% Aktien
CoreCap Advisors, LLC $11.630 1.000 0,03% Aktien
US BANCORP \DE\ $3.489 300 0,01% Aktien
HIGHLINE WEALTH PARTNERS LLC $2.908 250 0,01% Aktien
Blue Trust, Inc. $2.326 200 0,01% Aktien
Geneos Wealth Management Inc. $2.326 200 0,01% Aktien
Cambridge Investment Research Advisors, Inc. $203 17.460 0,00% Aktien
WEDBUSH SECURITIES INC $195 16.800 0,00% Aktien