CPZ — Détenteurs institutionnels (13F)

67 déclarants · $67.9M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
MORGAN STANLEY $10 896 472 833 063 16,05% Actions
RIVERNORTH CAPITAL MANAGEMENT, LLC $6 093 697 465 879 8,98% Actions
RAYMOND JAMES FINANCIAL INC $5 033 827 384 849 7,41% Actions
Advisors Asset Management, Inc. $4 974 426 340 248 7,33% Actions
Saba Capital Management, L.P. $4 389 007 335 551 6,46% Actions
LPL Financial LLC $4 048 387 309 510 5,96% Actions
WELLS FARGO & COMPANY/MN $2 967 140 226 846 4,37% Actions
OPPENHEIMER & CO INC $2 912 929 222 701 4,29% Actions
Shaker Financial Services, LLC $2 407 021 184 023 3,55% Actions
Atlas Wealth LLC $1 925 808 147 233 2,84% Actions
Closed-End Fund Advisors, Inc. $1 872 741 143 176 2,76% Actions
UBS Group AG $1 721 904 131 644 2,54% Actions
OSAIC HOLDINGS, INC. $1 461 011 111 689 2,15% Actions
TrueMark Investments, LLC $1 188 697 90 879 1,75% Actions
STEPHENS INC /AR/ $1 110 649 84 912 1,64% Actions
Atria Wealth Solutions, Inc. $1 095 806 67 367 1,61% Actions
STIFEL FINANCIAL CORP $1 012 916 77 441 1,49% Actions
EVOLVE PRIVATE WEALTH, LLC $885 660 67 711 1,30% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $783 518 59 902 1,15% Actions
ENVESTNET ASSET MANAGEMENT INC $776 096 59 335 1,14% Actions
INTEGRITY WEALTH ADVISORS, INC. $774 277 57 058 1,14% Actions
Kestra Advisory Services, LLC $731 043 55 890 1,08% Actions
Concurrent Investment Advisors, LLC $627 795 47 997 0,92% Actions
ROYAL BANK OF CANADA $588 000 44 951 0,87% Actions
Brookstone Capital Management $573 312 43 831 0,84% Actions
Logan Stone Capital, LLC $538 451 41 166 0,79% Actions
GUGGENHEIM CAPITAL LLC $510 944 39 063 0,75% Actions
Cetera Investment Advisers $508 066 38 843 0,75% Actions
Almitas Capital LLC $504 679 38 584 0,74% Actions
&PARTNERS $466 927 35 698 0,69% Actions
OPTIMUM INVESTMENT ADVISORS $429 210 26 560 0,63% Actions
READYSTATE ASSET MANAGEMENT LP $370 059 28 292 0,55% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $352 753 26 744 0,52% Actions
COMERICA BANK $259 768 17 768 0,38% Actions
Apollon Wealth Management, LLC $257 179 19 662 0,38% Actions
Sovran Advisors, LLC $241 637 18 362 0,36% Actions
IMC-Chicago, LLC $233 033 17 816 0,34% Actions
Bleakley Financial Group, LLC $221 052 16 900 0,33% Actions
FIFTH THIRD BANCORP $220 633 16 868 0,32% Actions
COMMONWEALTH EQUITY SERVICES, LLC $216 680 16 566 0,32% Actions
VestGen Advisors, LLC $215 166 16 450 0,32% Actions
JANE STREET GROUP, LLC $215 087 16 444 0,32% Actions
Marex Group Ltd $210 837 16 119 0,31% Actions
XTX Topco Ltd $200 111 15 299 0,29% Actions
CITADEL ADVISORS LLC $167 908 12 837 0,25% Actions
Invesco Ltd. $145 358 11 113 0,21% Actions
SPIREPOINT PRIVATE CLIENT, LLC $138 805 10 612 0,20% Actions
Integrated Advisors Network LLC $134 803 10 306 0,20% Actions
Continuum Advisory, LLC $93 130 7 120 0,14% Actions
HUNTINGTON NATIONAL BANK $44 472 3 400 0,07% Actions
AdvisorNet Financial, Inc $31 680 2 422 0,05% Actions
ORG Partners LLC $21 930 1 500 0,03% Actions
SALEM INVESTMENT COUNSELORS INC $15 042 1 150 0,02% Actions
Steward Partners Investment Advisory, LLC $13 080 1 000 0,02% Actions
Geneos Wealth Management Inc. $11 301 864 0,02% Actions
SIT INVESTMENT ASSOCIATES INC $10 825 827 578 0,02% Actions
Farther Finance Advisors, LLC $9 692 741 0,01% Actions
HARBOUR INVESTMENTS, INC. $9 091 695 0,01% Actions
Spire Wealth Management $7 853 600 0,01% Actions
Penserra Capital Management LLC $4 646 355 241 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $2 616 200 0,00% Actions
Janney Montgomery Scott LLC $1 097 83 886 0,00% Actions
JPMORGAN CHASE & CO $864 66 0,00% Actions
Cambridge Investment Research Advisors, Inc. $373 28 535 0,00% Actions
HRT FINANCIAL LP $364 27 888 0,00% Actions
WEDBUSH SECURITIES INC $159 12 136 0,00% Actions
Capital Analysts, LLC $10 739 0,00% Actions