PBDC — 기관 투자자 (13F)

66개의 제출자 · $78.2M 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
Russell Investments Group, Ltd. $9,786,375 359,661 12.51% 주식
CONDOR CAPITAL MANAGEMENT $8,890,563 326,738 11.37% 주식
Cetera Investment Advisers $6,434,701 236,482 8.23% 주식
LexAurum Advisors, LLC $6,267,552 230,340 8.01% 주식
Clark Capital Management Group, Inc. $5,568,255 204,640 7.12% 주식
Prota Financial, LLC $5,365,847 195,691 6.86% 주식
ENVESTNET ASSET MANAGEMENT INC $4,065,533 149,413 5.20% 주식
Evolution Wealth Advisors, LLC $3,365,877 123,700 4.30% 주식
Corient Private Wealth LP $2,963,487 108,912 3.79% 주식
LPL Financial LLC $2,488,682 91,462 3.18% 주식
NewEdge Advisors, LLC $2,098,544 77,124 2.68% 주식
H D Vest Advisory Services $2,032,521 60,063 2.60% 주식
Apollon Wealth Management, LLC $1,557,815 57,252 1.99% 주식
Haven Private, LLC $1,496,087 54,983 1.91% 주식
RFG Advisory, LLC $1,310,291 48,155 1.68% 주식
Closed-End Fund Advisors, Inc. $1,301,073 47,816 1.66% 주식
Brookwood Investment Group LLC $1,090,169 40,065 1.39% 주식
Almanack Investment Partners, LLC. $1,081,543 39,748 1.38% 주식
Kathmere Capital Management, LLC $911,970 33,516 1.17% 주식
Steward Partners Investment Advisory, LLC $826,339 30,369 1.06% 주식
Beaumont Financial Advisors, LLC $726,448 26,698 0.93% 주식
Stratos Wealth Partners, LTD. $641,748 23,585 0.82% 주식
COMMONWEALTH EQUITY SERVICES, LLC $596,150 21,909 0.76% 주식
TWO SIGMA INVESTMENTS, LP $571,410 21,000 0.73% 주식
Naviter Wealth, LLC $529,670 19,466 0.68% 주식
Discipline Wealth Solutions, LLC $522,113 19,188 0.67% 주식
Wealthcare Advisory Partners LLC $493,088 18,122 0.63% 주식
PRINCIPAL SECURITIES, INC. $457,838 16,826 0.59% 주식
BROWN ADVISORY INC $397,320 14,602 0.51% 주식
RAYMOND JAMES FINANCIAL INC $384,802 14,142 0.49% 주식
UBS Group AG $366,083 13,454 0.47% 주식
Advyzon Investment Management, LLC $360,493 13,249 0.46% 주식
INDEPENDENT FINANCIAL GROUP, LLC $327,456 12,034 0.42% 주식
OSAIC HOLDINGS, INC. $322,149 11,835 0.41% 주식
J.W. COLE ADVISORS, INC. $313,756 11,531 0.40% 주식
HighTower Advisors, LLC $276,698 10,169 0.35% 주식
Allworth Financial LP $269,379 9,900 0.34% 주식
MML INVESTORS SERVICES, LLC $258,809 9,512 0.33% 주식
Clearstead Advisors, LLC $246,197 9,048 0.31% 주식
FOCUSED ALPHA, LLC $245,803 9,034 0.31% 주식
Legacy Wealth Managment, LLC/ID $213,789 7,857 0.27% 주식
Samalin Investment Counsel, LLC $213,787 7,857 0.27% 주식
CITADEL ADVISORS LLC $204,864 7,529 0.26% 주식
Rockefeller Capital Management L.P. $103,298 3,796 0.13% 주식
CWM, LLC $65,585 2,378 0.08% 주식
Miller Global Investments, LLC $53,921 2,003 0.07% 주식
LANARK FINANCIAL, INC. $31,046 1,141 0.04% 주식
EverSource Wealth Advisors, LLC $27,210 1,000 0.03% 주식
Global Retirement Partners, LLC $26,639 979 0.03% 주식
SALEM INVESTMENT COUNSELORS INC $13,605 500 0.02% 주식
MORGAN STANLEY $10,232 376 0.01% 주식
ROYAL BANK OF CANADA $7,000 251 0.01% 주식
Farther Finance Advisors, LLC $5,986 220 0.01% 주식
BROWN, LISLE/CUMMINGS, INC. $5,360 197 0.01% 주식
Signature Equity Partners, LLC $3,767 138 0.00% 주식
AMERIFLEX GROUP, INC. $3,401 125 0.00% 주식
PRIVATE TRUST CO NA $1,877 69 0.00% 주식
Cornerstone Planning Group LLC $1,637 62 0.00% 주식
Private Wealth Asset Management, LLC $1,224 45 0.00% 주식
Strategic Wealth Partners, Ltd. $1,200 44 0.00% 주식
PARK AVENUE SECURITIES LLC $472 17,343 0.00% 주식
HARBOUR INVESTMENTS, INC. $327 12 0.00% 주식
Cambridge Investment Research Advisors, Inc. $300 11,016 0.00% 주식
Strive Financial Group ,LLC $218 8 0.00% 주식
Roble, Belko & Company, Inc $7 262 0.00% 주식
PIN OAK INVESTMENT ADVISORS INC $5 200 0.00% 주식