PFO — Institutionelle Eigentümer (13F)

54 Einreicher · $30.8M 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 $5.737.982 588.511 18,63% Aktien
CIBC Bancorp USA Inc. $5.437.842 588.511 17,65% Aktien
Advisors Asset Management, Inc. $2.926.542 309.687 9,50% Aktien
1607 Capital Partners, LLC $1.849.645 200.178 6,00% Aktien
Private Advisor Group, LLC $1.622.774 175.625 5,27% Aktien
Fiera Capital Corp $1.188.939 128.673 3,86% Aktien
Pathstone Holdings, LLC $938.091 101.525 3,05% Aktien
Closed-End Fund Advisors, Inc. $877.144 94.929 2,85% Aktien
Noble Wealth Management PBC $845.404 97.961 2,74% Aktien
D.A. DAVIDSON & CO. $826.747 89.474 2,68% Aktien
MUSTICO FINANCIAL GROUP, INC. $757.083 83.652 2,46% Aktien
MORGAN STANLEY $717.735 77.677 2,33% Aktien
NAPA WEALTH MANAGEMENT $546.390 56.040 1,77% Aktien
Atlas Wealth LLC $530.829 57.449 1,72% Aktien
Summit X, LLC $528.275 57.112 1,72% Aktien
LPL Financial LLC $504.635 54.614 1,64% Aktien
Arax Advisory Partners $499.314 54.038 1,62% Aktien
Baird Financial Group, Inc. $387.415 41.928 1,26% Aktien
Sowell Financial Services LLC $361.035 39.073 1,17% Aktien
WELLS FARGO & COMPANY/MN $333.205 36.061 1,08% Aktien
Smith Asset Management Co., LLC $283.834 30.718 0,92% Aktien
CLIFFORD SWAN INVESTMENT COUNSEL LLC $272.580 29.500 0,88% Aktien
GUGGENHEIM CAPITAL LLC $236.877 25.636 0,77% Aktien
OSAIC HOLDINGS, INC. $225.438 24.398 0,73% Aktien
RIVERNORTH CAPITAL MANAGEMENT, LLC $208.242 22.537 0,68% Aktien
TrueMark Investments, LLC $208.242 22.537 0,68% Aktien
Catalina Capital Group, LLC $170.160 18.823 0,55% Aktien
Logan Stone Capital, LLC $156.932 16.984 0,51% Aktien
Traub Capital Management LLC $154.853 16.759 0,50% Aktien
BANK OF AMERICA CORP /DE/ $134.571 14.564 0,44% Aktien
SPC Financial, Inc. $130.650 13.400 0,42% Aktien
Cetera Investment Advisers $126.897 13.733 0,41% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $124.592 13.484 0,40% Aktien
JAG CAPITAL MANAGEMENT, LLC $117.348 12.700 0,38% Aktien
MOSAIC FAMILY WEALTH PARTNERS, LLC $109.251 11.824 0,35% Aktien
Clear Creek Financial Management, LLC $102.379 11.080 0,33% Aktien
CITADEL ADVISORS LLC $102.213 11.062 0,33% Aktien
AlphaCore Capital LLC $97.944 10.600 0,32% Aktien
UBS Group AG $79.261 8.578 0,26% Aktien
Basepoint Wealth LLC $59.013 6.387 0,19% Aktien
ROYAL BANK OF CANADA $51.000 5.498 0,17% Aktien
WOLVERINE ASSET MANAGEMENT LLC $50.044 5.416 0,16% Aktien
Thomas J. Herzfeld Advisors, Inc. $33.994 3.679 0,11% Aktien
MATHER GROUP, LLC. $29.919 3.238 0,10% Aktien
Rockefeller Capital Management L.P. $27.720 3.000 0,09% Aktien
West Branch Capital LLC $21.405 2.368 0,07% Aktien
SIT INVESTMENT ASSOCIATES INC $15.894 1.720.165 0,05% Aktien
FIDUCIARY FINANCIAL ADVISORS $15.708 1.700 0,05% Aktien
Clear Street Group Inc. $14.183 1.535 0,05% Aktien
Federation des caisses Desjardins du Quebec $12.012 1.300 0,04% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5.516 597 0,02% Aktien
HARBOUR INVESTMENTS, INC. $3.696 400 0,01% Aktien
HIGHLINE WEALTH PARTNERS LLC $2.864 310 0,01% Aktien
Cambridge Investment Research Advisors, Inc. $591 63.965 0,00% Aktien