RFMZ — Détenteurs institutionnels (13F)

59 déclarants · $107.0M 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
Pathstone Holdings, LLC $11 449 828 840 046 10,70% Actions
Rockefeller Capital Management L.P. $11 141 831 817 449 10,41% Actions
MORGAN STANLEY $9 544 401 700 248 8,92% Actions
ROBINSON CAPITAL MANAGEMENT, LLC $8 773 999 643 727 8,20% Actions
UBS Group AG $7 282 986 534 335 6,80% Actions
Atlas Wealth LLC $6 370 130 467 361 5,95% Actions
GUGGENHEIM CAPITAL LLC $5 901 068 432 947 5,51% Actions
WELLS FARGO & COMPANY/MN $5 124 269 375 956 4,79% Actions
ROYAL BANK OF CANADA $4 794 000 351 752 4,48% Actions
Karpus Management, Inc. $3 465 905 254 285 3,24% Actions
Thomas J. Herzfeld Advisors, Inc. $3 320 827 243 641 3,10% Actions
STIFEL FINANCIAL CORP $3 006 284 220 563 2,81% Actions
ENVESTNET ASSET MANAGEMENT INC $2 549 258 187 033 2,38% Actions
Professional Financial Management, Inc. $2 452 473 179 932 2,29% Actions
OPPENHEIMER & CO INC $2 433 255 178 522 2,27% Actions
Gateway Wealth Partners, LLC $2 413 956 177 106 2,26% Actions
RIVERBRIDGE PARTNERS LLC $2 151 515 157 851 2,01% Actions
Closed-End Fund Advisors, Inc. $1 844 521 135 328 1,72% Actions
NewEdge Advisors, LLC $1 533 688 112 523 1,43% Actions
RIVERNORTH CAPITAL MANAGEMENT, LLC $899 689 66 008 0,84% Actions
IFC Advisors LLC $899 689 66 008 0,84% Actions
Concurrent Investment Advisors, LLC $876 068 64 275 0,82% Actions
Noble Wealth Management PBC $867 005 74 103 0,81% Actions
RAYMOND JAMES FINANCIAL INC $759 641 55 733 0,71% Actions
Matisse Capital $622 254 49 190 0,58% Actions
CITADEL ADVISORS LLC $605 227 44 404 0,57% Actions
Private Advisor Group, LLC $596 990 43 800 0,56% Actions
Carnegie Investment Counsel $408 900 30 000 0,38% Actions
PW Nova Financial Services LLC $402 872 29 558 0,38% Actions
River Street Advisors LLC $389 355 28 566 0,36% Actions
CHOREO, LLC $359 082 26 345 0,34% Actions
Waverly Advisors, LLC $313 613 23 009 0,29% Actions
Arlington Capital Management, Inc. $305 094 22 384 0,29% Actions
Worth Asset Management, LLC $297 556 21 831 0,28% Actions
LPL Financial LLC $240 324 17 632 0,22% Actions
Beacon Pointe Advisors, LLC $234 573 17 210 0,22% Actions
Financially in Tune, LLC $217 707 17 210 0,20% Actions
FIFTH THIRD BANCORP $203 062 14 898 0,19% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $197 103 14 461 0,18% Actions
OSAIC HOLDINGS, INC. $189 794 13 925 0,18% Actions
COMERICA BANK $175 990 13 901 0,16% Actions
Arax Advisory Partners $169 980 12 471 0,16% Actions
HighTower Advisors, LLC $166 255 12 198 0,16% Actions
Caliber Wealth Management, LLC / KS $163 560 12 000 0,15% Actions
U.S. Capital Wealth Advisors, LLC $157 758 12 471 0,15% Actions
&PARTNERS $151 373 11 106 0,14% Actions
PFG Investments, LLC $140 389 10 300 0,13% Actions
XML Financial, LLC $136 300 10 000 0,13% Actions
Wellspring Financial Advisors, LLC $136 300 10 000 0,13% Actions
EverSource Wealth Advisors, LLC $81 780 6 000 0,08% Actions
US BANCORP \DE\ $41 640 3 055 0,04% Actions
Global Retirement Partners, LLC $31 281 2 295 0,03% Actions
Pinnacle Wealth Planning Services, Inc. $13 126 963 0,01% Actions
PRIVATE TRUST CO NA $12 076 886 0,01% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $11 981 879 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $9 541 700 0,01% Actions
WPG Advisers, LLC $3 626 266 0,00% Actions
WEDBUSH SECURITIES INC $1 326 97 281 0,00% Actions
Mathes Company, Inc. $463 34 000 0,00% Actions