PDO — Institutional owners (13F)

145 filers · $368.1M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $68,449,553 5,177,726 18.60% Shares
UBS Group AG $48,137,973 3,641,299 13.08% Shares
ROYAL BANK OF CANADA $32,437,000 2,453,583 8.81% Shares
WELLS FARGO & COMPANY/MN $29,642,560 2,242,251 8.05% Shares
Cerity Partners LLC $22,929,666 1,734,470 6.23% Shares
Invesco Ltd. $13,552,033 1,025,116 3.68% Shares
GUGGENHEIM CAPITAL LLC $11,135,074 842,290 3.03% Shares
BANK OF AMERICA CORP /DE/ $11,108,870 840,308 3.02% Shares
Cercano Management LLC $10,355,385 783,312 2.81% Shares
RAYMOND JAMES FINANCIAL INC $8,644,160 653,870 2.35% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,587,950 649,618 2.33% Shares
HighTower Advisors, LLC $7,605,658 575,315 2.07% Shares
Cetera Investment Advisers $6,049,742 457,620 1.64% Shares
LPL Financial LLC $4,934,914 373,292 1.34% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $4,846,548 363,117 1.32% Shares
J.W. COLE ADVISORS, INC. $4,722,528 357,226 1.28% Shares
Private Advisor Group, LLC $3,725,752 281,827 1.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3,702,802 279,246 1.01% Shares
Cornerstone Advisory, LLC $3,687,197 278,910 1.00% Shares
OSAIC HOLDINGS, INC. $3,677,431 278,158 1.00% Shares
Integrity Wealth Partners, LLC $3,015,237 233,197 0.82% Shares
Element Wealth, LLC $2,963,001 224,130 0.81% Shares
Capital Investment Advisors, LLC $2,519,296 190,567 0.68% Shares
Venture Visionary Partners LLC $2,479,173 187,532 0.67% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,388,046 179,552 0.65% Shares
Belpointe Asset Management LLC $2,166,983 163,917 0.59% Shares
Estate Planners Group, LLC $1,998,383 151,164 0.54% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,661,326 125,668 0.45% Shares
Sanctuary Advisors, LLC $1,460,387 110,468 0.40% Shares
Concurrent Investment Advisors, LLC $1,315,721 99,525 0.36% Shares
NewEdge Advisors, LLC $1,284,600 97,171 0.35% Shares
Triumph Capital Management $1,279,061 96,752 0.35% Shares
Kestra Advisory Services, LLC $1,255,132 94,942 0.34% Shares
Palogic Value Management, L.P. $1,231,892 93,184 0.33% Shares
ENVESTNET ASSET MANAGEMENT INC $1,140,986 86,308 0.31% Shares
Shaker Financial Services, LLC $1,135,689 85,176 0.31% Shares
Anchor Capital Management Group Inc $1,117,090 84,500 0.30% Shares
Americana Partners, LLC $1,048,573 79,317 0.28% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,028,371 77,789 0.28% Shares
COMERICA BANK $998,036 72,112 0.27% Shares
&PARTNERS $996,412 73,472 0.27% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $982,788 74,341 0.27% Shares
XTX Topco Ltd $915,353 69,240 0.25% Shares
Thomas J. Herzfeld Advisors, Inc. $882,448 66,751 0.24% Shares
Goldstone Financial Group, LLC $829,449 62,742 0.23% Shares
JANE STREET GROUP, LLC $776,529 58,739 0.21% Shares
RFG Advisory, LLC $698,452 52,833 0.19% Shares
Bramshill Investments, LLC $696,601 52,693 0.19% Shares
AlphaCore Capital LLC $678,572 50,839 0.18% Shares
Boreal Capital Management LLC $661,469 0 0.18% Shares
Samalin Investment Counsel, LLC $654,552 49,512 0.18% Shares
HBK Sorce Advisory LLC $650,500 50,000 0.18% Shares
MCDONALD PARTNERS LLC $608,120 46,000 0.17% Shares
Meadowbrook Wealth Management, LLC $573,760 43,270 0.16% Shares
STIFEL FINANCIAL CORP $569,514 43,080 0.15% Shares
Maridea Wealth Management LLC $548,980 41,526 0.15% Shares
Atria Wealth Solutions, Inc. $512,959 37,700 0.14% Shares
Rockefeller Capital Management L.P. $469,863 35,541 0.13% Shares
CreativeOne Wealth, LLC $469,319 35,501 0.13% Shares
FIFTH THIRD BANCORP $459,933 34,791 0.12% Shares
TWO SIGMA SECURITIES, LLC $422,472 31,957 0.11% Shares
CENTRAL TRUST Co $416,430 31,500 0.11% Shares
Stratos Wealth Partners, LTD. $415,372 31,420 0.11% Shares
Fund Advisors of America Inc/FL $406,204 30,726 0.11% Shares
PFG Investments, LLC $393,717 29,782 0.11% Shares
DAVENPORT & Co LLC $370,001 27,988 0.10% Shares
MorganRosel Wealth Management, LLC $362,783 27,442 0.10% Shares
Crumly & Associates Inc. $356,940 27,000 0.10% Shares
Brookwood Investment Group LLC $356,239 26,947 0.10% Shares
Accredited Investors Inc. $330,500 25,000 0.09% Shares
FIRST FOUNDATION ADVISORS $329,548 24,928 0.09% Shares
D.A. DAVIDSON & CO. $303,890 22,987 0.08% Shares
CWM, LLC $300,441 23,236 0.08% Shares
Integrity Advisory Solutions, LLC $283,305 21,430 0.08% Shares
AE Wealth Management LLC $279,583 21,148 0.08% Shares
NWF Advisory Services Inc. $273,429 20,683 0.07% Shares
Buska Wealth Management, LLC $273,428 21,147 0.07% Shares
VestGen Advisors, LLC $262,064 19,823 0.07% Shares
Creative Planning $259,070 19,597 0.07% Shares
StoneX Group Inc. $258,032 19,350 0.07% Shares
Williams Jones Wealth Management, LLC. $254,816 19,275 0.07% Shares
MML INVESTORS SERVICES, LLC $242,143 18,316 0.07% Shares
Traynor Capital Management, Inc. $240,566 18,197 0.07% Shares
World Investment Advisors $227,021 17,487 0.06% Shares
OPTIMUM INVESTMENT ADVISORS $225,920 16,000 0.06% Shares
SCOTIA CAPITAL INC. $221,594 16,762 0.06% Shares
COURIER CAPITAL LLC $215,081 16,269 0.06% Shares
Lindbrook Capital, LLC $212,225 15,290 0.06% Shares
Gridiron Partners, LLC $198,300 15,000 0.05% Shares
Sovran Advisors, LLC $185,373 14,370 0.05% Shares
Perigon Wealth Management, LLC $185,138 14,004 0.05% Shares
NOMURA HOLDINGS INC $185,080 14,000 0.05% Shares
Noble Wealth Management PBC $177,792 14,991 0.05% Shares
Onyx Bridge Wealth Group LLC $174,068 13,167 0.05% Shares
BOOTHBAY FUND MANAGEMENT, LLC $171,093 12,942 0.05% Shares
KINGSWOOD WEALTH ADVISORS, LLC $160,887 12,170 0.04% Shares
Mariner, LLC $150,773 11,405 0.04% Shares
Equitable Holdings, Inc. $143,186 10,831 0.04% Shares
Clearview Wealth Management LLC $142,948 10,813 0.04% Shares
Beacon Financial Advisory LLC $142,062 10,746 0.04% Shares
BlackRock, Inc. $141,679 10,717 0.04% Shares
Sigma Planning Corp $141,190 10,680 0.04% Shares
BURNEY CO/ $140,132 10,600 0.04% Shares
Clearstead Advisors, LLC $139,973 10,588 0.04% Shares
CAPTRUST FINANCIAL ADVISORS $138,004 10,439 0.04% Shares
HUB Investment Partners, LLC $134,916 10,205 0.04% Shares
Connecticut Wealth Management, LLC $134,527 10,176 0.04% Shares
Ballew Advisors, Inc $133,693 10,090 0.04% Shares
McAlister, Sweet & Associates, Inc. $132,615 10,031 0.04% Shares
Ethos Financial Group, LLC $130,779 10,000 0.04% Shares
TD Waterhouse Canada Inc. $112,553 8,500 0.03% Shares
NATIONAL BANK OF CANADA /FI/ $103,949 8,030 0.03% Shares
EverSource Wealth Advisors, LLC $92,540 7,000 0.03% Shares
Anfield Capital Management, LLC $92,411 7,147 0.03% Shares
Spire Wealth Management $75,790 5,733 0.02% Shares
IFP Advisors, Inc $72,710 5,500 0.02% Shares
Activest Wealth Management $65,367 4,945 0.02% Shares
Ameritas Advisory Services, LLC $56,553 4,278 0.02% Shares
HUNTINGTON NATIONAL BANK $49,972 3,780 0.01% Shares
Steward Partners Investment Advisory, LLC $49,509 3,745 0.01% Shares
Bank of New Hampshire $49,245 3,725 0.01% Shares
Sunbelt Securities, Inc. $38,790 3,000 0.01% Shares
CoreCap Advisors, LLC $34,372 2,600 0.01% Shares
CIBC Private Wealth Group LLC $32,476 2,300 0.01% Shares
Financial Management Professionals, Inc. $27,202 2,038 0.01% Shares
Larson Financial Group LLC $25,542 1,932 0.01% Shares
Geneos Wealth Management Inc. $19,037 1,440 0.01% Shares
Arax Advisory Partners $18,522 1,401 0.01% Shares
CALDWELL SUTTER CAPITAL, INC. $18,178 1,375 0.00% Shares
Aspect Partners, LLC $17,283 1,307 0.00% Shares
COHEN & STEERS, INC. $17,015 1,287,083 0.00% Shares
AllSquare Wealth Management LLC $16,944 1,200 0.00% Shares
SHP Wealth Management $11,360 859 0.00% Shares
IFG Advisory, LLC $10,282 778 0.00% Shares
Osbon Capital Management LLC $8,381 634 0.00% Shares
HARBOUR INVESTMENTS, INC. $7,261 549 0.00% Shares
TOTH FINANCIAL ADVISORY CORP $5,288 400 0.00% Shares
WOLFF WIESE MAGANA LLC $3,438 260 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,644 200 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,443 184,763 0.00% Shares
WEDBUSH SECURITIES INC $1,459 110,368 0.00% Shares
VALLEY NATIONAL ADVISERS INC $992 75 0.00% Shares
SOA Wealth Advisors, LLC. $821 821 0.00% Shares
HRT FINANCIAL LP $195 14,806 0.00% Shares
FNY Investment Advisers, LLC $21 1,600 0.00% Shares