PBDC — Détenteurs institutionnels (13F)

67 déclarants · $78.2M total · Au 30 septembre 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
Russell Investments Group, Ltd. $9 786 375 359 661 12,51% Actions
CONDOR CAPITAL MANAGEMENT $8 890 563 326 738 11,36% Actions
Cetera Investment Advisers $6 434 701 236 482 8,22% Actions
LexAurum Advisors, LLC $6 267 552 230 340 8,01% Actions
Clark Capital Management Group, Inc. $5 568 255 204 640 7,12% Actions
Prota Financial, LLC $5 365 847 195 691 6,86% Actions
ENVESTNET ASSET MANAGEMENT INC $4 065 533 149 413 5,20% Actions
Evolution Wealth Advisors, LLC $3 365 877 123 700 4,30% Actions
Corient Private Wealth LP $2 963 487 108 912 3,79% Actions
LPL Financial LLC $2 488 682 91 462 3,18% Actions
NewEdge Advisors, LLC $2 098 544 77 124 2,68% Actions
H D Vest Advisory Services $2 032 521 60 063 2,60% Actions
Apollon Wealth Management, LLC $1 557 815 57 252 1,99% Actions
Haven Private, LLC $1 496 087 54 983 1,91% Actions
RFG Advisory, LLC $1 310 291 48 155 1,67% Actions
Closed-End Fund Advisors, Inc. $1 301 073 47 816 1,66% Actions
Brookwood Investment Group LLC $1 090 169 40 065 1,39% Actions
Almanack Investment Partners, LLC. $1 081 543 39 748 1,38% Actions
Kathmere Capital Management, LLC $911 970 33 516 1,17% Actions
Steward Partners Investment Advisory, LLC $826 339 30 369 1,06% Actions
Beaumont Financial Advisors, LLC $726 448 26 698 0,93% Actions
Stratos Wealth Partners, LTD. $641 748 23 585 0,82% Actions
COMMONWEALTH EQUITY SERVICES, LLC $596 150 21 909 0,76% Actions
TWO SIGMA INVESTMENTS, LP $571 410 21 000 0,73% Actions
Naviter Wealth, LLC $529 670 19 466 0,68% Actions
Discipline Wealth Solutions, LLC $522 113 19 188 0,67% Actions
Wealthcare Advisory Partners LLC $493 088 18 122 0,63% Actions
PRINCIPAL SECURITIES, INC. $457 838 16 826 0,59% Actions
BROWN ADVISORY INC $397 320 14 602 0,51% Actions
RAYMOND JAMES FINANCIAL INC $384 802 14 142 0,49% Actions
UBS Group AG $366 083 13 454 0,47% Actions
Advyzon Investment Management, LLC $360 493 13 249 0,46% Actions
INDEPENDENT FINANCIAL GROUP, LLC $327 456 12 034 0,42% Actions
OSAIC HOLDINGS, INC. $322 149 11 835 0,41% Actions
J.W. COLE ADVISORS, INC. $313 756 11 531 0,40% Actions
HighTower Advisors, LLC $276 698 10 169 0,35% Actions
Allworth Financial LP $269 379 9 900 0,34% Actions
MML INVESTORS SERVICES, LLC $258 809 9 512 0,33% Actions
Clearstead Advisors, LLC $246 197 9 048 0,31% Actions
FOCUSED ALPHA, LLC $245 803 9 034 0,31% Actions
Legacy Wealth Managment, LLC/ID $213 789 7 857 0,27% Actions
Samalin Investment Counsel, LLC $213 787 7 857 0,27% Actions
CITADEL ADVISORS LLC $204 864 7 529 0,26% Actions
Rockefeller Capital Management L.P. $103 298 3 796 0,13% Actions
CWM, LLC $65 585 2 378 0,08% Actions
Miller Global Investments, LLC $53 921 2 003 0,07% Actions
Miller Global Investments, LLC $36 597 1 345 0,05% Actions
LANARK FINANCIAL, INC. $31 046 1 141 0,04% Actions
EverSource Wealth Advisors, LLC $27 210 1 000 0,03% Actions
Global Retirement Partners, LLC $26 639 979 0,03% Actions
SALEM INVESTMENT COUNSELORS INC $13 605 500 0,02% Actions
MORGAN STANLEY $10 232 376 0,01% Actions
ROYAL BANK OF CANADA $7 000 251 0,01% Actions
Farther Finance Advisors, LLC $5 986 220 0,01% Actions
BROWN, LISLE/CUMMINGS, INC. $5 360 197 0,01% Actions
Signature Equity Partners, LLC $3 767 138 0,00% Actions
AMERIFLEX GROUP, INC. $3 401 125 0,00% Actions
PRIVATE TRUST CO NA $1 877 69 0,00% Actions
Cornerstone Planning Group LLC $1 637 62 0,00% Actions
Private Wealth Asset Management, LLC $1 224 45 0,00% Actions
Strategic Wealth Partners, Ltd. $1 200 44 0,00% Actions
PARK AVENUE SECURITIES LLC $472 17 343 0,00% Actions
HARBOUR INVESTMENTS, INC. $327 12 0,00% Actions
Cambridge Investment Research Advisors, Inc. $300 11 016 0,00% Actions
Strive Financial Group ,LLC $218 8 0,00% Actions
Roble, Belko & Company, Inc $7 262 0,00% Actions
PIN OAK INVESTMENT ADVISORS INC $5 200 0,00% Actions