PDX — Détenteurs institutionnels (13F)

107 déclarants · $421.3M 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
Saba Capital Management, L.P. $133 582 931 6 416 087 31,71% Actions
RIVERNORTH CAPITAL MANAGEMENT, LLC $22 933 422 1 101 509 5,44% Actions
Thomas J. Herzfeld Advisors, Inc. $22 799 462 1 095 075 5,41% Actions
WELLS FARGO & COMPANY/MN $21 803 335 1 047 230 5,18% Actions
UBS Group AG $21 163 010 1 016 475 5,02% Actions
ROYAL BANK OF CANADA $20 874 000 1 002 602 4,95% Actions
MORGAN STANLEY $18 307 775 879 336 4,35% Actions
Williams Jones Wealth Management, LLC. $17 437 749 837 548 4,14% Actions
BANK OF AMERICA CORP /DE/ $16 521 504 793 540 3,92% Actions
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $14 600 841 701 289 3,47% Actions
ENVESTNET ASSET MANAGEMENT INC $14 473 588 695 177 3,44% Actions
Almitas Capital LLC $11 440 486 549 495 2,72% Actions
HOLLENCREST CAPITAL MANAGEMENT $10 198 236 489 829 2,42% Actions
STIFEL FINANCIAL CORP $8 094 535 388 769 1,92% Actions
Pathstone Holdings, LLC $6 433 193 308 991 1,53% Actions
Advisors Asset Management, Inc. $6 036 455 321 430 1,43% Actions
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $5 484 508 263 425 1,30% Actions
RAYMOND JAMES FINANCIAL INC $3 744 739 179 862 0,89% Actions
Altium Capital Management LLC $3 283 314 157 700 0,78% Actions
FIRST TRUST ADVISORS LP $2 433 571 116 886 0,58% Actions
Rareview Capital LLC $2 433 399 98 718 0,58% Actions
Focus Partners Wealth $2 356 481 113 183 0,56% Actions
SMITH, MOORE & CO. $1 846 185 88 674 0,44% Actions
CHOREO, LLC $1 660 292 79 531 0,39% Actions
ELEVATION POINT WEALTH PARTNERS, LLC $1 587 024 75 733 0,38% Actions
Invesco Ltd. $1 570 931 75 453 0,37% Actions
Vestmark Advisory Solutions, Inc. $1 553 859 74 633 0,37% Actions
Rockefeller Capital Management L.P. $1 548 369 74 369 0,37% Actions
OSAIC HOLDINGS, INC. $1 492 051 71 649 0,35% Actions
LPL Financial LLC $1 222 008 58 694 0,29% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 138 084 54 663 0,27% Actions
NORTHERN TRUST CORP $1 021 825 49 079 0,24% Actions
Noble Wealth Management PBC $988 103 48 675 0,23% Actions
1607 Capital Partners, LLC $945 624 45 419 0,22% Actions
Sanctuary Advisors, LLC $887 519 42 628 0,21% Actions
TOCQUEVILLE ASSET MANAGEMENT L.P. $755 766 36 300 0,18% Actions
FIRST FOUNDATION ADVISORS $729 448 35 036 0,17% Actions
Cetera Investment Advisers $725 929 34 867 0,17% Actions
Allspring Global Investments Holdings, LLC $725 119 34 828 0,17% Actions
Concurrent Investment Advisors, LLC $717 440 34 459 0,17% Actions
TRUIST FINANCIAL CORP $667 238 32 048 0,16% Actions
Atlas Wealth LLC $657 475 31 579 0,16% Actions
VIRTUE ASSET MANAGEMENT LLC $582 052 27 956 0,14% Actions
HighTower Advisors, LLC $541 195 25 994 0,13% Actions
EVOLVE PRIVATE WEALTH, LLC $488 930 23 334 0,12% Actions
OPPENHEIMER & CO INC $472 614 22 700 0,11% Actions
Arkadios Wealth Advisors $437 530 21 015 0,10% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $411 799 19 779 0,10% Actions
Aprio Wealth Management, LLC $411 799 19 779 0,10% Actions
HARBOUR INVESTMENTS, INC. $397 142 19 075 0,09% Actions
Indivisible Partners $374 822 18 003 0,09% Actions
Investment Management Trust, LLC $372 073 17 871 0,09% Actions
Essex Financial Services, Inc. $369 555 17 750 0,09% Actions
FIFTH THIRD BANCORP $360 912 17 335 0,09% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $348 665 16 209 0,08% Actions
ISLAY CAPITAL MANAGEMENT, LLC $334 106 16 047 0,08% Actions
Abel Hall, LLC $312 300 15 000 0,07% Actions
Cornerstone Wealth Management, LLC $304 697 14 635 0,07% Actions
CFO CAPITAL MANAGEMENT LLC $301 053 13 647 0,07% Actions
COMMONWEALTH EQUITY SERVICES, LLC $294 340 14 137 0,07% Actions
Flatrock Wealth Partners LLC $284 674 13 586 0,07% Actions
COMERICA BANK $282 007 15 016 0,07% Actions
Savvy Advisors, Inc. $280 716 13 483 0,07% Actions
Creative Planning $275 886 13 251 0,07% Actions
CSS LLC/IL $269 827 12 960 0,06% Actions
CITADEL ADVISORS LLC $268 932 12 917 0,06% Actions
PFG Investments, LLC $256 021 12 297 0,06% Actions
Regal Investment Advisors LLC $254 129 12 206 0,06% Actions
BROWN ADVISORY INC $250 298 12 022 0,06% Actions
Meadowbrook Wealth Management, LLC $245 232 11 700 0,06% Actions
MAI Capital Management $239 630 11 500 0,06% Actions
&PARTNERS $224 441 10 780 0,05% Actions
MONECO ADVISORS, LLC $224 211 10 769 0,05% Actions
Allworth Financial LP $218 610 10 500 0,05% Actions
Cynosure Group, LLC $215 427 10 347 0,05% Actions
SPIREPOINT PRIVATE CLIENT, LLC $214 883 10 321 0,05% Actions
Alpine Global Management, LLC $213 780 10 268 0,05% Actions
IFG Advisory, LLC $178 011 8 550 0,04% Actions
Continuum Advisory, LLC $128 314 6 163 0,03% Actions
Lloyd Advisory Services, LLC. $126 023 6 053 0,03% Actions
Steward Partners Investment Advisory, LLC $97 771 4 696 0,02% Actions
HALBERT HARGROVE GLOBAL ADVISORS, LLC $93 690 4 500 0,02% Actions
US BANCORP \DE\ $78 762 3 783 0,02% Actions
KERR FINANCIAL PLANNING Corp $77 671 4 651 0,02% Actions
CoreCap Advisors, LLC $72 469 3 481 0,02% Actions
NewEdge Advisors, LLC $43 867 2 107 0,01% Actions
MPWM ADVISORY SOLUTIONS, LLC $40 911 1 965 0,01% Actions
Cornerstone National Bank & Trust Co $31 440 1 500 0,01% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $31 417 1 509 0,01% Actions
COHEN & STEERS, INC. $21 274 1 021 789 0,01% Actions
Spire Wealth Management $18 218 875 0,00% Actions
Institute for Wealth Management, LLC. $14 054 675 0,00% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13 012 625 0,00% Actions
Atlantic Union Bankshares Corp $12 492 600 0,00% Actions
VESTOR CAPITAL, LLC $5 289 36 089 0,00% Actions
Cambridge Investment Research Advisors, Inc. $5 051 242 580 0,00% Actions
Strategic Wealth Partners, Ltd. $4 164 200 0,00% Actions
HIGHLINE WEALTH PARTNERS LLC $3 123 150 0,00% Actions
IFP Advisors, Inc $2 082 100 0,00% Actions
SHP Wealth Management $1 416 68 0,00% Actions
Stolper Co $542 26 047 0,00% Actions
WEDBUSH SECURITIES INC $517 24 850 0,00% Actions
Virtu Financial LLC $502 24 135 0,00% Actions
Janney Montgomery Scott LLC $328 15 775 0,00% Actions
HUNTINGTON NATIONAL BANK $32 1 0,00% Actions
BESSEMER GROUP INC $21 1 000 0,00% Actions
FNY Investment Advisers, LLC $10 500 0,00% Actions