PMBS — संस्थागत मालिक (13F)

113 फाइलर्स · $1.3B कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
Allianz Asset Management GmbH $481229827 9745440 38.17% शेयर
Orgel Wealth Management, LLC $240490353 4870198 19.08% शेयर
CWM, LLC $62785084 1265828 4.98% शेयर
Advocacy Wealth Management, LLC $53811439 1089742 4.27% शेयर
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49376347 1007989 3.92% शेयर
LPL Financial LLC $40179244 813674 3.19% शेयर
Avidian Wealth Enterprises, LLC $36323204 735585 2.88% शेयर
OneDigital Investment Advisors LLC $35008402 708959 2.78% शेयर
McNamara Financial Services, Inc. $22800721 461740 1.81% शेयर
Focus Partners Wealth $20465030 414439 1.62% शेयर
NewEdge Advisors, LLC $19148543 387779 1.52% शेयर
ENVESTNET ASSET MANAGEMENT INC $15285554 309549 1.21% शेयर
Horizon Investments, LLC $14820854 302343 1.18% शेयर
Alliance Private Wealth, LLC $13340739 270165 1.06% शेयर
Integrated Wealth Concepts LLC $12660184 256383 1.00% शेयर
Spectrum Investment Advisors, Inc. $12387269 250856 0.98% शेयर
Cresta Advisors, Ltd. $8483252 171795 0.67% शेयर
RAYMOND JAMES FINANCIAL INC $7626353 154442 0.60% शेयर
RFG Advisory, LLC $7257083 146964 0.58% शेयर
Cetera Investment Advisers $7023977 142244 0.56% शेयर
Econ Financial Services Corp $6046976 122458 0.48% शेयर
Essex Financial Services, Inc. $5795599 117367 0.46% शेयर
CreativeOne Wealth, LLC $5730767 116054 0.45% शेयर
COMMONWEALTH EQUITY SERVICES, LLC $5117750 103640 0.41% शेयर
True Wealth Design, LLC $4862400 98469 0.39% शेयर
PAX Financial Group, LLC $3996521 80934 0.32% शेयर
Krilogy Financial LLC $3687740 74681 0.29% शेयर
HOLLENCREST CAPITAL MANAGEMENT $3605382 73013 0.29% शेयर
BNP PARIBAS FINANCIAL MARKETS $3482475 70524 0.28% शेयर
&PARTNERS $3405456 69139 0.27% शेयर
AVITY INVESTMENT MANAGEMENT INC. $3322286 67280 0.26% शेयर
GeoWealth Management, LLC $3292873 66684 0.26% शेयर
Trek Financial, LLC $3172221 64241 0.25% शेयर
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3098002 62738 0.25% शेयर
OSAIC HOLDINGS, INC. $2619994 53058 0.21% शेयर
BANK OF MONTREAL /CAN/ $2609366 52843 0.21% शेयर
Smith Partners Wealth Management, LLC $2095097 42428 0.17% शेयर
GOLDMAN SACHS GROUP INC $1940041 39288 0.15% शेयर
JANE STREET GROUP, LLC $1866910 37807 0.15% शेयर
TBH Global Asset Management, LLC $1797475 36401 0.14% शेयर
Financial Synergies Wealth Advisors, Inc. $1702228 34472 0.14% शेयर
BAM Wealth Management, LLC $1567321 31740 0.12% शेयर
Security Financial Services, INC. $1345951 27257 0.11% शेयर
DAVENPORT & Co LLC $1213267 24570 0.10% शेयर
Mariner, LLC $1081422 21900 0.09% शेयर
Wealthspire Advisors, LLC $1080507 21881 0.09% शेयर
Barnes Wealth Management Group, Inc $1045868 21180 0.08% शेयर
Kestra Advisory Services, LLC $959924 19440 0.08% शेयर
Envestnet Portfolio Solutions, Inc. $930171 18837 0.07% शेयर
Wealth Advisors of Iowa, LLC $814770 16500 0.06% शेयर
Williams & Novak, LLC $781290 15822 0.06% शेयर
Tranquilli Financial Advisor LLC $735762 14900 0.06% शेयर
WCG Wealth Advisors LLC $660119 13368 0.05% शेयर
MILESTONE ASSET MANAGEMENT, LLC $637249 12905 0.05% शेयर
Weaver Consulting Group $627719 12712 0.05% शेयर
SFG Wealth Management, LLC. $610236 12358 0.05% शेयर
Mutual Advisors, LLC $540201 10940 0.04% शेयर
WealthCare Investment Partners, LLC $519249 10515 0.04% शेयर
TRUIST FINANCIAL CORP $484122 9804 0.04% शेयर
Emissary Wealth LLC $482838 9778 0.04% शेयर
Farther Finance Advisors, LLC $469867 9515 0.04% शेयर
Fortis Group Advisors, LLC $459333 9302 0.04% शेयर
SECURITY NATIONAL BANK OF SO DAK $443679 8985 0.04% शेयर
Composition Wealth, LLC $442280 8957 0.04% शेयर
Sierra Capital LLC $424523 8597 0.03% शेयर
Walkner Condon Financial Advisors LLC $420718 8520 0.03% शेयर
Vickerman Investment Advisors, Inc. $406299 8228 0.03% शेयर
HUNTINGTON NATIONAL BANK $400967 8120 0.03% शेयर
Blue Oak Capital, LLC $399218 8139 0.03% शेयर
AXXCESS WEALTH MANAGEMENT, LLC $383485 7766 0.03% शेयर
SCHMIDT P J INVESTMENT MANAGEMENT INC $381917 7734 0.03% शेयर
CITADEL ADVISORS LLC $368474 7462 0.03% शेयर
GatePass Capital, LLC $362499 7341 0.03% शेयर
Signal Advisors Wealth, LLC $360312 7297 0.03% शेयर
STUDIO INVESTMENT MANAGEMENT LLC $358449 7259 0.03% शेयर
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $339241 6870 0.03% शेयर
Retirement Planning Group, LLC $304378 6164 0.02% शेयर
Essex Bank $302895 6134 0.02% शेयर
FOUNDERS FINANCIAL SECURITIES LLC $302848 6133 0.02% शेयर
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV $296280 6000 0.02% शेयर
LiftPoint Family Wealth Advisors LLC $294305 5960 0.02% शेयर
TD Capital Management LLC $288208 5837 0.02% शेयर
Western Wealth Management, LLC $265813 5383 0.02% शेयर
Triad Wealth Partners, LLC $249613 5157 0.02% शेयर
UNITED CAPITAL FINANCIAL ADVISORS, LLC $230012 4658 0.02% शेयर
Bison Wealth, LLC $229816 4663 0.02% शेयर
DONALDSON CAPITAL MANAGEMENT, LLC $225025 4557 0.02% शेयर
Advyzon Investment Management, LLC $223148 4519 0.02% शेयर
Bluespring Wealth Management, LLC $222210 4500 0.02% शेयर
Equitable Holdings, Inc. $217371 4402 0.02% शेयर
FIDUCIARY FINANCIAL ADVISORS $208087 4214 0.02% शेयर
FIFTH THIRD BANCORP $112735 2283 0.01% शेयर
Ritter Daniher Financial Advisory LLC / DE $111105 2250 0.01% शेयर
PRIVATE TRUST CO NA $57775 1170 0.00% शेयर
Ameritas Advisory Services, LLC $53178 1077 0.00% शेयर
MORGAN STANLEY $51108 1035 0.00% शेयर
Cornerstone Planning Group LLC $27825 572 0.00% शेयर
IFP Advisors, Inc $27159 550 0.00% शेयर
Capital Investment Advisory Services, LLC $20740 420 0.00% शेयर
JONES FINANCIAL COMPANIES LLLP $12099 244 0.00% शेयर
FOSTER & MOTLEY INC $9946 201422 0.00% शेयर
SYM FINANCIAL Corp $8197 166 0.00% शेयर
Strategic Wealth Partners, Ltd. $6864 139 0.00% शेयर
Wayfinding Financial, LLC $4311 87314 0.00% शेयर
Register Financial Advisors LLC $4148 84 0.00% शेयर
JPMORGAN CHASE & CO $3671 74 0.00% शेयर
UBS Group AG $3407 69 0.00% शेयर
AE Wealth Management LLC $3259 66 0.00% शेयर
Cambridge Investment Research Advisors, Inc. $3031 61376 0.00% शेयर
Rockefeller Capital Management L.P. $1580 32 0.00% शेयर
AllSquare Wealth Management LLC $795 16 0.00% शेयर
MOSAIC FINANCIAL GROUP, LLC $225 4560 0.00% शेयर
Motiv8 Investments LLC $15 295 0.00% शेयर