RFMZ — Institutionelle Eigentümer (13F)

59 Einreicher · $107.0M 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
Pathstone Holdings, LLC $11.449.828 840.046 10,70% Aktien
Rockefeller Capital Management L.P. $11.141.831 817.449 10,41% Aktien
MORGAN STANLEY $9.544.401 700.248 8,92% Aktien
ROBINSON CAPITAL MANAGEMENT, LLC $8.773.999 643.727 8,20% Aktien
UBS Group AG $7.282.986 534.335 6,80% Aktien
Atlas Wealth LLC $6.370.130 467.361 5,95% Aktien
GUGGENHEIM CAPITAL LLC $5.901.068 432.947 5,51% Aktien
WELLS FARGO & COMPANY/MN $5.124.269 375.956 4,79% Aktien
ROYAL BANK OF CANADA $4.794.000 351.752 4,48% Aktien
Karpus Management, Inc. $3.465.905 254.285 3,24% Aktien
Thomas J. Herzfeld Advisors, Inc. $3.320.827 243.641 3,10% Aktien
STIFEL FINANCIAL CORP $3.006.284 220.563 2,81% Aktien
ENVESTNET ASSET MANAGEMENT INC $2.549.258 187.033 2,38% Aktien
Professional Financial Management, Inc. $2.452.473 179.932 2,29% Aktien
OPPENHEIMER & CO INC $2.433.255 178.522 2,27% Aktien
Gateway Wealth Partners, LLC $2.413.956 177.106 2,26% Aktien
RIVERBRIDGE PARTNERS LLC $2.151.515 157.851 2,01% Aktien
Closed-End Fund Advisors, Inc. $1.844.521 135.328 1,72% Aktien
NewEdge Advisors, LLC $1.533.688 112.523 1,43% Aktien
RIVERNORTH CAPITAL MANAGEMENT, LLC $899.689 66.008 0,84% Aktien
IFC Advisors LLC $899.689 66.008 0,84% Aktien
Concurrent Investment Advisors, LLC $876.068 64.275 0,82% Aktien
Noble Wealth Management PBC $867.005 74.103 0,81% Aktien
RAYMOND JAMES FINANCIAL INC $759.641 55.733 0,71% Aktien
Matisse Capital $622.254 49.190 0,58% Aktien
CITADEL ADVISORS LLC $605.227 44.404 0,57% Aktien
Private Advisor Group, LLC $596.990 43.800 0,56% Aktien
Carnegie Investment Counsel $408.900 30.000 0,38% Aktien
PW Nova Financial Services LLC $402.872 29.558 0,38% Aktien
River Street Advisors LLC $389.355 28.566 0,36% Aktien
CHOREO, LLC $359.082 26.345 0,34% Aktien
Waverly Advisors, LLC $313.613 23.009 0,29% Aktien
Arlington Capital Management, Inc. $305.094 22.384 0,29% Aktien
Worth Asset Management, LLC $297.556 21.831 0,28% Aktien
LPL Financial LLC $240.324 17.632 0,22% Aktien
Beacon Pointe Advisors, LLC $234.573 17.210 0,22% Aktien
Financially in Tune, LLC $217.707 17.210 0,20% Aktien
FIFTH THIRD BANCORP $203.062 14.898 0,19% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $197.103 14.461 0,18% Aktien
OSAIC HOLDINGS, INC. $189.794 13.925 0,18% Aktien
COMERICA BANK $175.990 13.901 0,16% Aktien
Arax Advisory Partners $169.980 12.471 0,16% Aktien
HighTower Advisors, LLC $166.255 12.198 0,16% Aktien
Caliber Wealth Management, LLC / KS $163.560 12.000 0,15% Aktien
U.S. Capital Wealth Advisors, LLC $157.758 12.471 0,15% Aktien
&PARTNERS $151.373 11.106 0,14% Aktien
PFG Investments, LLC $140.389 10.300 0,13% Aktien
XML Financial, LLC $136.300 10.000 0,13% Aktien
Wellspring Financial Advisors, LLC $136.300 10.000 0,13% Aktien
EverSource Wealth Advisors, LLC $81.780 6.000 0,08% Aktien
US BANCORP \DE\ $41.640 3.055 0,04% Aktien
Global Retirement Partners, LLC $31.281 2.295 0,03% Aktien
Pinnacle Wealth Planning Services, Inc. $13.126 963 0,01% Aktien
PRIVATE TRUST CO NA $12.076 886 0,01% Aktien
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $11.981 879 0,01% Aktien
HIGHLINE WEALTH PARTNERS LLC $9.541 700 0,01% Aktien
WPG Advisers, LLC $3.626 266 0,00% Aktien
WEDBUSH SECURITIES INC $1.326 97.281 0,00% Aktien
Mathes Company, Inc. $463 34.000 0,00% Aktien