PTA — Institutionelle Eigentümer (13F)

63 Einreicher · $246.5M 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
MORGAN STANLEY $79.648.672 4.152.693 32,31% Aktien
BANK OF AMERICA CORP /DE/ $67.622.845 3.525.696 27,44% Aktien
UBS Group AG $48.947.265 2.551.995 19,86% Aktien
ROYAL BANK OF CANADA $12.962.000 675.814 5,26% Aktien
RAYMOND JAMES FINANCIAL INC $6.898.151 359.653 2,80% Aktien
Rockefeller Capital Management L.P. $3.893.001 202.971 1,58% Aktien
STIFEL FINANCIAL CORP $2.985.814 155.674 1,21% Aktien
Lido Advisors, LLC $2.751.390 143.451 1,12% Aktien
Shaker Financial Services, LLC $1.878.087 97.919 0,76% Aktien
Pettinga Financial Advisors LLC $1.641.789 85.599 0,67% Aktien
FIFTH THIRD BANCORP $1.342.895 70.015 0,54% Aktien
FIRST TRUST ADVISORS LP $1.313.446 68.480 0,53% Aktien
LPL Financial LLC $1.200.998 62.617 0,49% Aktien
OPPENHEIMER & CO INC $1.020.012 53.181 0,41% Aktien
CITADEL ADVISORS LLC $998.185 52.043 0,40% Aktien
GUGGENHEIM CAPITAL LLC $957.369 49.915 0,39% Aktien
NewEdge Advisors, LLC $804.219 41.930 0,33% Aktien
RFG Advisory, LLC $780.115 40.673 0,32% Aktien
Corient Private Wealth LP $682.210 35.569 0,28% Aktien
WELLS FARGO & COMPANY/MN $651.266 33.955 0,26% Aktien
Rareview Capital LLC $542.381 27.393 0,22% Aktien
Equitable Holdings, Inc. $518.013 27.008 0,21% Aktien
Logan Stone Capital, LLC $478.905 24.969 0,19% Aktien
Cetera Investment Advisers $426.842 22.255 0,17% Aktien
JANE STREET GROUP, LLC $426.487 22.236 0,17% Aktien
COMERICA BANK $411.111 21.290 0,17% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $387.851 20.222 0,16% Aktien
ENVESTNET ASSET MANAGEMENT INC $385.721 20.111 0,16% Aktien
LexAurum Advisors, LLC $372.147 19.403 0,15% Aktien
HighTower Advisors, LLC $334.691 17.450 0,14% Aktien
XTX Topco Ltd $334.288 17.429 0,14% Aktien
Focus Partners Wealth $312.537 16.294 0,13% Aktien
CHOREO, LLC $251.277 13.101 0,10% Aktien
COFG Advisors, LLC $244.478 12.747 0,10% Aktien
Sanctuary Advisors, LLC $241.563 12.595 0,10% Aktien
Closed-End Fund Advisors, Inc. $224.847 11.723 0,09% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $205.660 10.722 0,08% Aktien
CreativeOne Wealth, LLC $199.472 10.400 0,08% Aktien
Integrated Wealth Concepts LLC $196.860 10.264 0,08% Aktien
Parvin Asset Management, LLC $172.620 9.000 0,07% Aktien
OSAIC HOLDINGS, INC. $141.788 7.391 0,06% Aktien
Noble Wealth Management PBC $109.296 6.285 0,04% Aktien
Global Retirement Partners, LLC $98.930 5.158 0,04% Aktien
HUNTINGTON NATIONAL BANK $92.064 4.800 0,04% Aktien
Clear Street Group Inc. $78.523 4.094 0,03% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $67.936 3.542 0,03% Aktien
MassMutual Private Wealth & Trust, FSB $43.730 2.280 0,02% Aktien
Lindbrook Capital, LLC $38.880 2.000 0,02% Aktien
CWM, LLC $34.763 1.855 0,01% Aktien
Pinnacle Wealth Planning Services, Inc. $34.083 1.777 0,01% Aktien
ELEVATION WEALTH PARTNERS, LLC $28.770 1.500 0,01% Aktien
WPG Advisers, LLC $15.114 788 0,01% Aktien
Steward Partners Investment Advisory, LLC $15.037 784 0,01% Aktien
Arax Advisory Partners $11.508 600 0,00% Aktien
HIGHLINE WEALTH PARTNERS LLC $6.751 352 0,00% Aktien
MARK SHEPTOFF FINANCIAL PLANNING, LLC $5.754 300 0,00% Aktien
Elevated Capital Advisors, LLC $3.836 200 0,00% Aktien
Pinnacle Bancorp, Inc. $3.222 168 0,00% Aktien
WEDBUSH SECURITIES INC $1.148 59.844 0,00% Aktien
ASSETMARK, INC $825 43 0,00% Aktien
Janney Montgomery Scott LLC $266 13.847 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $224 11.692 0,00% Aktien
BlackRock, Inc. $91 5 0,00% Aktien