AFB — 기관 투자자 (13F)

92개의 제출자 · $192.4M 전체 · 기준일 2026년 9월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
Karpus Management, Inc. $41,113,219 3,603,262 21.36% 주식
Pathstone Holdings, LLC $32,895,898 2,883,076 17.09% 주식
Allspring Global Investments Holdings, LLC $16,099,042 1,410,959 8.37% 주식
RIVERNORTH CAPITAL MANAGEMENT, LLC $11,954,531 1,047,724 6.21% 주식
MORGAN STANLEY $10,858,241 951,641 5.64% 주식
KEYBANK NATIONAL ASSOCIATION/OH $10,843,681 950,366 5.63% 주식
GUGGENHEIM CAPITAL LLC $7,795,289 683,198 4.05% 주식
Advisors Asset Management, Inc. $7,572,875 699,896 3.94% 주식
WELLS FARGO & COMPANY/MN $5,662,674 496,291 2.94% 주식
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $4,263,232 373,640 2.22% 주식
RAYMOND JAMES FINANCIAL INC $3,440,507 301,535 1.79% 주식
VAN ECK ASSOCIATES CORP $3,070,066 269,068 1.60% 주식
ROBINSON CAPITAL MANAGEMENT, LLC $3,028,899 265,460 1.57% 주식
COMMONWEALTH EQUITY SERVICES, LLC $2,203,480 193,118 1.15% 주식
Altium Capital Management LLC $1,998,884 175,187 1.04% 주식
Rareview Capital LLC $1,752,448 169,976 0.91% 주식
Fiera Capital Corp $1,623,643 142,300 0.84% 주식
Indiana Trust & Investment Management Co $1,563,170 137,000 0.81% 주식
Bank of New York Mellon Corp $1,535,876 134,608 0.80% 주식
Dakota Wealth Management $1,532,055 134,273 0.80% 주식
Almitas Capital LLC $1,380,530 120,993 0.72% 주식
LPL Financial LLC $1,162,109 101,850 0.60% 주식
RIVERBRIDGE PARTNERS LLC $1,002,224 87,837 0.52% 주식
&PARTNERS $991,374 86,886 0.52% 주식
Invesco Ltd. $920,057 80,636 0.48% 주식
Capital Investment Advisors, LLC $780,980 68,447 0.41% 주식
Integrated Wealth Concepts LLC $766,581 67,185 0.40% 주식
ENVESTNET ASSET MANAGEMENT INC $718,227 62,947 0.37% 주식
Summit Trail Advisors, LLC $704,087 61,708 0.37% 주식
Closed-End Fund Advisors, Inc. $692,461 60,689 0.36% 주식
Noble Wealth Management PBC $651,376 68,350 0.34% 주식
OSAIC HOLDINGS, INC. $615,784 53,969 0.32% 주식
PETRA FINANCIAL ADVISORS INC $605,129 53,035 0.31% 주식
MELFA WEALTH MANAGEMENT, INC. $543,715 47,652 0.28% 주식
BANK OF AMERICA CORP /DE/ $521,765 45,729 0.27% 주식
Creative Planning $510,965 44,782 0.27% 주식
KENNEDY INVESTMENT GROUP, INC. $446,976 39,174 0.23% 주식
HighTower Advisors, LLC $414,691 36,345 0.22% 주식
Arete Wealth Advisors, LLC $389,606 34,146 0.20% 주식
STIFEL FINANCIAL CORP $376,859 33,029 0.20% 주식
Thomas J. Herzfeld Advisors, Inc. $376,701 33,015 0.20% 주식
AMERIPRISE FINANCIAL INC $364,105 31,911 0.19% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $359,415 31,500 0.19% 주식
PNC Financial Services Group, Inc. $349,523 30,633 0.18% 주식
ProVise Management Group, LLC $346,362 30,356 0.18% 주식
Traub Capital Management LLC $324,968 28,481 0.17% 주식
CITADEL ADVISORS LLC $320,267 28,069 0.17% 주식
Wellspring Financial Advisors, LLC $310,249 27,191 0.16% 주식
Jupiter Wealth Management LLC $310,068 27,175 0.16% 주식
UBS Group AG $299,764 26,272 0.16% 주식
EVOLVE PRIVATE WEALTH, LLC $296,569 25,992 0.15% 주식
Catalina Capital Group, LLC $294,114 27,513 0.15% 주식
BALANCED WEALTH GROUP LLC $278,783 24,433 0.14% 주식
ROYAL BANK OF CANADA $243,000 21,315 0.13% 주식
Arax Advisory Partners $233,060 20,426 0.12% 주식
Financially in Tune, LLC $230,904 21,600 0.12% 주식
Smith Asset Management Co., LLC $207,696 18,203 0.11% 주식
Merit Financial Group, LLC $178,145 15,613 0.09% 주식
Cerity Partners LLC $178,133 15,612 0.09% 주식
Independent Advisor Alliance $170,785 14,968 0.09% 주식
CHOREO, LLC $161,269 14,134 0.08% 주식
US BANCORP \DE\ $145,900 12,787 0.08% 주식
SMH CAPITAL ADVISORS INC $139,249 12,204 0.07% 주식
Strategic Financial Concepts, LLC $130,573 11,444 0.07% 주식
River Street Advisors LLC $127,587 11,182 0.07% 주식
DUNCKER STREETT & CO INC $125,510 11,000 0.07% 주식
Ground Swell Capital, LLC $119,634 10,485 0.06% 주식
ACCREDITED INVESTOR SERVICES, LLC $114,579 10,042 0.06% 주식
Curi Capital, LLC $114,100 10,000 0.06% 주식
U.S. Capital Wealth Advisors, LLC $109,177 10,213 0.06% 주식
CAROLINAS WEALTH CONSULTING LLC $108,600 10,000 0.06% 주식
Allworth Financial LP $79,870 7,000 0.04% 주식
Global Retirement Partners, LLC $73,401 6,433 0.04% 주식
CITIGROUP INC $63,063 5,527 0.03% 주식
Pinnacle Wealth Planning Services, Inc. $25,844 2,265 0.01% 주식
Clear Street Group Inc. $23,322 2,044 0.01% 주식
Steward Partners Investment Advisory, LLC $20,994 1,840 0.01% 주식
ORG Partners LLC $16,965 1,568 0.01% 주식
Caldwell Trust Co $15,974 1,400 0.01% 주식
PRIVATE TRUST CO NA $12,551 1,100 0.01% 주식
CoreCap Advisors, LLC $8,991 788 0.00% 주식
WPG Advisers, LLC $7,154 627 0.00% 주식
SIT INVESTMENT ASSOCIATES INC $6,082 533,037 0.00% 주식
HARBOUR INVESTMENTS, INC. $5,705 500 0.00% 주식
Community Financial Services Group, LLC $2,300 200 0.00% 주식
GPS Wealth Strategies Group, LLC $1,831 169 0.00% 주식
LORD, ABBETT & CO. LLC $1,472 129,025 0.00% 주식
FIFTH THIRD BANCORP $961 84 0.00% 주식
COHEN & STEERS, INC. $890 78,000 0.00% 주식
COMERICA BANK $719 66 0.00% 주식
Virtu Financial LLC $184 16,120 0.00% 주식
HRT FINANCIAL LP $177 15,579 0.00% 주식