PFO — Détenteurs institutionnels (13F)

54 déclarants · $30.8M 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
CIBC Private Wealth Group LLC $5 737 982 588 511 18,63% Actions
CIBC Bancorp USA Inc. $5 437 842 588 511 17,65% Actions
Advisors Asset Management, Inc. $2 926 542 309 687 9,50% Actions
1607 Capital Partners, LLC $1 849 645 200 178 6,00% Actions
Private Advisor Group, LLC $1 622 774 175 625 5,27% Actions
Fiera Capital Corp $1 188 939 128 673 3,86% Actions
Pathstone Holdings, LLC $938 091 101 525 3,05% Actions
Closed-End Fund Advisors, Inc. $877 144 94 929 2,85% Actions
Noble Wealth Management PBC $845 404 97 961 2,74% Actions
D.A. DAVIDSON & CO. $826 747 89 474 2,68% Actions
MUSTICO FINANCIAL GROUP, INC. $757 083 83 652 2,46% Actions
MORGAN STANLEY $717 735 77 677 2,33% Actions
NAPA WEALTH MANAGEMENT $546 390 56 040 1,77% Actions
Atlas Wealth LLC $530 829 57 449 1,72% Actions
Summit X, LLC $528 275 57 112 1,72% Actions
LPL Financial LLC $504 635 54 614 1,64% Actions
Arax Advisory Partners $499 314 54 038 1,62% Actions
Baird Financial Group, Inc. $387 415 41 928 1,26% Actions
Sowell Financial Services LLC $361 035 39 073 1,17% Actions
WELLS FARGO & COMPANY/MN $333 205 36 061 1,08% Actions
Smith Asset Management Co., LLC $283 834 30 718 0,92% Actions
CLIFFORD SWAN INVESTMENT COUNSEL LLC $272 580 29 500 0,88% Actions
GUGGENHEIM CAPITAL LLC $236 877 25 636 0,77% Actions
OSAIC HOLDINGS, INC. $225 438 24 398 0,73% Actions
RIVERNORTH CAPITAL MANAGEMENT, LLC $208 242 22 537 0,68% Actions
TrueMark Investments, LLC $208 242 22 537 0,68% Actions
Catalina Capital Group, LLC $170 160 18 823 0,55% Actions
Logan Stone Capital, LLC $156 932 16 984 0,51% Actions
Traub Capital Management LLC $154 853 16 759 0,50% Actions
BANK OF AMERICA CORP /DE/ $134 571 14 564 0,44% Actions
SPC Financial, Inc. $130 650 13 400 0,42% Actions
Cetera Investment Advisers $126 897 13 733 0,41% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $124 592 13 484 0,40% Actions
JAG CAPITAL MANAGEMENT, LLC $117 348 12 700 0,38% Actions
MOSAIC FAMILY WEALTH PARTNERS, LLC $109 251 11 824 0,35% Actions
Clear Creek Financial Management, LLC $102 379 11 080 0,33% Actions
CITADEL ADVISORS LLC $102 213 11 062 0,33% Actions
AlphaCore Capital LLC $97 944 10 600 0,32% Actions
UBS Group AG $79 261 8 578 0,26% Actions
Basepoint Wealth LLC $59 013 6 387 0,19% Actions
ROYAL BANK OF CANADA $51 000 5 498 0,17% Actions
WOLVERINE ASSET MANAGEMENT LLC $50 044 5 416 0,16% Actions
Thomas J. Herzfeld Advisors, Inc. $33 994 3 679 0,11% Actions
MATHER GROUP, LLC. $29 919 3 238 0,10% Actions
Rockefeller Capital Management L.P. $27 720 3 000 0,09% Actions
West Branch Capital LLC $21 405 2 368 0,07% Actions
SIT INVESTMENT ASSOCIATES INC $15 894 1 720 165 0,05% Actions
FIDUCIARY FINANCIAL ADVISORS $15 708 1 700 0,05% Actions
Clear Street Group Inc. $14 183 1 535 0,05% Actions
Federation des caisses Desjardins du Quebec $12 012 1 300 0,04% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5 516 597 0,02% Actions
HARBOUR INVESTMENTS, INC. $3 696 400 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $2 864 310 0,01% Actions
Cambridge Investment Research Advisors, Inc. $591 63 965 0,00% Actions