PMO — Institutional owners (13F)

91 filers · $84.7M 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
RIVERNORTH CAPITAL MANAGEMENT, LLC $10,002,903 949,042 11.82% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $6,801,072 645,263 8.03% Shares
Advisors Asset Management, Inc. $6,402,281 598,344 7.56% Shares
MELFA WEALTH MANAGEMENT, INC. $4,843,192 459,506 5.72% Shares
MORGAN STANLEY $4,672,384 443,299 5.52% Shares
GUGGENHEIM CAPITAL LLC $4,540,042 430,744 5.36% Shares
Allspring Global Investments Holdings, LLC $3,240,323 307,431 3.83% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,230,810 306,528 3.82% Shares
WELLS FARGO & COMPANY/MN $2,957,882 280,634 3.49% Shares
VAN ECK ASSOCIATES CORP $2,699,800 256,148 3.19% Shares
Invesco Ltd. $2,492,710 236,500 2.94% Shares
1607 Capital Partners, LLC $2,230,359 211,609 2.63% Shares
AMERIPRISE FINANCIAL INC $2,213,375 209,998 2.61% Shares
Pathstone Holdings, LLC $2,142,129 203,238 2.53% Shares
BANK OF AMERICA CORP /DE/ $2,077,573 197,113 2.45% Shares
LPL Financial LLC $1,881,274 178,489 2.22% Shares
ENVESTNET ASSET MANAGEMENT INC $1,745,449 165,602 2.06% Shares
Worthington Financial Partners, LLC $1,426,514 135,343 1.69% Shares
UBS Group AG $1,305,379 123,850 1.54% Shares
Fiera Capital Corp $988,146 93,752 1.17% Shares
Nova R Wealth, Inc. $980,842 93,059 1.16% Shares
Intellus Advisors LLC $961,427 91,217 1.14% Shares
STIFEL FINANCIAL CORP $909,343 86,275 1.07% Shares
RAYMOND JAMES FINANCIAL INC $876,916 83,199 1.04% Shares
SMITH, MOORE & CO. $840,551 79,749 0.99% Shares
Rockefeller Capital Management L.P. $814,068 77,236 0.96% Shares
Capital Investment Advisors, LLC $774,209 73,454 0.91% Shares
Thomas J. Herzfeld Advisors, Inc. $745,178 70,700 0.88% Shares
Noble Wealth Management PBC $723,851 79,196 0.86% Shares
Bank of New York Mellon Corp $629,919 59,765 0.74% Shares
RIVERBRIDGE PARTNERS LLC $609,281 57,807 0.72% Shares
OSAIC HOLDINGS, INC. $466,435 44,254 0.55% Shares
Summit Trail Advisors, LLC $426,461 40,461 0.50% Shares
Cyndeo Wealth Partners, LLC $393,667 37,350 0.47% Shares
&PARTNERS $335,636 31,844 0.40% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $329,839 31,294 0.39% Shares
ROYAL BANK OF CANADA $309,000 29,331 0.37% Shares
TORONTO DOMINION BANK $296,174 28,100 0.35% Shares
Stratos Wealth Partners, LTD. $273,302 25,930 0.32% Shares
Generation Capital Management LLC $239,764 22,748 0.28% Shares
Closed-End Fund Advisors, Inc. $228,086 21,640 0.27% Shares
Ackerman Capital Advisors, LLC $223,617 21,216 0.26% Shares
Focus Partners Wealth $221,435 21,009 0.26% Shares
Cresset Asset Management, LLC $213,962 20,300 0.25% Shares
OPPENHEIMER & CO INC $212,908 20,200 0.25% Shares
Catalina Capital Group, LLC $211,305 20,515 0.25% Shares
Burford Brothers, Inc. $209,746 19,900 0.25% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $208,460 19,778 0.25% Shares
Concurrent Investment Advisors, LLC $193,304 18,340 0.23% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $189,872 18,014 0.22% Shares
Karpus Management, Inc. $178,706 16,955 0.21% Shares
Westview Management dba Westview Investment Advisors $161,262 15,300 0.19% Shares
Moors & Cabot, Inc. $149,008 14,137 0.18% Shares
Spire Wealth Management $147,560 14,000 0.17% Shares
Successful Portfolios LLC $142,845 13,428 0.17% Shares
Collaborative Wealth Managment Inc. $141,236 13,400 0.17% Shares
GILL CAPITAL PARTNERS, LLC $134,448 12,756 0.16% Shares
Smith Asset Management Co., LLC $132,266 12,549 0.16% Shares
STALEY CAPITAL ADVISERS INC $131,750 12,500 0.16% Shares
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $129,241 12,262 0.15% Shares
Allworth Financial LP $126,480 12,000 0.15% Shares
Tyche Wealth Partners LLC $125,848 11,940 0.15% Shares
Sheaff Brock Investment Advisors, LLC $122,280 12,000 0.14% Shares
LYELL WEALTH MANAGEMENT, LP $121,537 11,531 0.14% Shares
HighTower Advisors, LLC $107,814 10,229 0.13% Shares
Meridian Wealth Management, LLC $106,538 10,108 0.13% Shares
FIFTH THIRD BANCORP $98,581 9,353 0.12% Shares
COMERICA BANK $53,907 5,038 0.06% Shares
Clear Street Group Inc. $53,227 5,050 0.06% Shares
DUNCKER STREETT & CO INC $51,646 4,900 0.06% Shares
Global Retirement Partners, LLC $45,828 4,348 0.05% Shares
HUNTINGTON NATIONAL BANK $34,002 3,226 0.04% Shares
ST GERMAIN D J CO INC $31,620 3,000 0.04% Shares
HARBOUR INVESTMENTS, INC. $30,650 2,908 0.04% Shares
ROTHSCHILD INVESTMENT LLC $25,180 2,389 0.03% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,376 2,123 0.03% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $16,915 1,576 0.02% Shares
Geneos Wealth Management Inc. $16,474 1,563 0.02% Shares
Cullen/Frost Bankers, Inc. $13,344 1,266 0.02% Shares
Mascoma Wealth Management LLC $12,553 1,191 0.01% Shares
Anchor Investment Management, LLC $10,540 1,000 0.01% Shares
Community Financial Services Group, LLC $10,033 935 0.01% Shares
Hilltop National Bank $8,221 780 0.01% Shares
Elevated Capital Advisors, LLC $6,271 595 0.01% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $4,850 476 0.01% Shares
COHEN & STEERS, INC. $1,710 162,200 0.00% Shares
PARK AVENUE SECURITIES LLC $1,093 103,738 0.00% Shares
Cambridge Investment Research Advisors, Inc. $309 29,279 0.00% Shares
HRT FINANCIAL LP $124 11,770 0.00% Shares
CX Institutional $29 3,123 0.00% Shares
Capital Analysts, LLC $5 447 0.00% Shares