PEO — 기관 투자자 (13F)

104개의 제출자 · $261.9M 전체 · 기준일 2026년 6월 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
ADAMS DIVERSIFIED EQUITY FUND, INC. $66,087,758 2,673,453 25.23% 주식
Saba Capital Management, L.P. $56,096,948 2,269,294 21.42% 주식
MORGAN STANLEY $35,834,802 1,449,627 13.68% 주식
LAZARD ASSET MANAGEMENT LLC $12,557,093 507,973 4.79% 주식
ROYAL BANK OF CANADA $10,587,000 428,278 4.04% 주식
RAYMOND JAMES FINANCIAL INC $5,969,824 241,498 2.28% 주식
Basepoint Wealth LLC $4,008,064 162,138 1.53% 주식
INTREPID FAMILY OFFICE LLC $3,932,112 159,066 1.50% 주식
Pathstone Holdings, LLC $3,916,811 158,447 1.50% 주식
FCA CORP /TX $3,298,824 133,448 1.26% 주식
BANK OF AMERICA CORP /DE/ $3,072,296 124,284 1.17% 주식
LPL Financial LLC $2,947,055 119,218 1.13% 주식
CAPSTONE INVESTMENT ADVISORS, LLC $2,867,446 115,997 1.09% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,852,457 115,391 1.09% 주식
WHITENER CAPITAL MANAGEMENT, INC. $2,488,222 89,504 0.95% 주식
FIRST TRUST ADVISORS LP $1,915,033 77,469 0.73% 주식
CSS LLC/IL $1,866,236 75,495 0.71% 주식
D.A. DAVIDSON & CO. $1,857,378 75,136 0.71% 주식
SPROTT INC. $1,833,542 74,172 0.70% 주식
UHLMANN PRICE SECURITIES, LLC $1,734,532 70,166 0.66% 주식
Advisors Asset Management, Inc. $1,700,568 78,223 0.65% 주식
Verition Fund Management LLC $1,696,682 68,636 0.65% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,563,432 61,894 0.60% 주식
Allspring Global Investments Holdings, LLC $1,536,447 62,154 0.59% 주식
Uncommon Cents Investing LLC $1,519,508 61,469 0.58% 주식
JONES FINANCIAL COMPANIES LLLP $1,433,079 58,137 0.55% 주식
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,249,914 50,562 0.48% 주식
BURNEY CO/ $1,224,110 49,519 0.47% 주식
WELLS FARGO & COMPANY/MN $1,205,569 48,769 0.46% 주식
STIFEL FINANCIAL CORP $1,087,621 43,997 0.42% 주식
PRINCIPAL SECURITIES, INC. $1,071,810 43,358 0.41% 주식
Wealthcare Advisory Partners LLC $1,042,653 42,179 0.40% 주식
Aspire Capital Advisors LLC $1,007,686 40,764 0.38% 주식
St. James Investment Company, LLC $917,854 37,130 0.35% 주식
ROBERTS GLORE & CO INC /IL/ $905,840 36,644 0.35% 주식
Cetera Investment Advisers $825,436 33,391 0.32% 주식
Calamos Advisors LLC $798,629 32,307 0.30% 주식
Walsh & Associates, LLC $777,988 31,472 0.30% 주식
GUGGENHEIM CAPITAL LLC $775,343 31,365 0.30% 주식
Kovack Advisors, Inc. $766,023 31,162 0.29% 주식
HighTower Advisors, LLC $676,694 27,374 0.26% 주식
UBS Group AG $672,878 27,220 0.26% 주식
Baird Financial Group, Inc. $660,345 26,713 0.25% 주식
COMMONWEALTH EQUITY SERVICES, LLC $652,830 26,409 0.25% 주식
EVOLVE PRIVATE WEALTH, LLC $611,424 24,734 0.23% 주식
CULLEN INVESTMENT GROUP, LTD. $610,550 24,699 0.23% 주식
OSAIC HOLDINGS, INC. $561,750 22,717 0.21% 주식
Logan Stone Capital, LLC $499,146 20,192 0.19% 주식
WOLVERINE ASSET MANAGEMENT LLC $463,451 18,748 0.18% 주식
MILLENNIUM MANAGEMENT LLC $460,979 18,648 0.18% 주식
ALTA CAPITAL MANAGEMENT LLC/ $395,520 16,000 0.15% 주식
Man Group plc $381,603 15,437 0.15% 주식
JANE STREET GROUP, LLC $375,571 15,193 0.14% 주식
Kestra Advisory Services, LLC $370,119 14,972 0.14% 주식
LEVEL FOUR ADVISORY SERVICES, LLC $344,600 13,940 0.13% 주식
Concurrent Investment Advisors, LLC $340,015 13,755 0.13% 주식
SeaCrest Wealth Management, LLC $311,472 12,600 0.12% 주식
Moors & Cabot, Inc. $288,810 11,683 0.11% 주식
NorthRock Partners, LLC $284,965 11,528 0.11% 주식
JFS WEALTH ADVISORS, LLC $260,459 9,369 0.10% 주식
SEARLE & CO. $253,479 10,254 0.10% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $229,896 9,300 0.09% 콜 옵션
XTX Topco Ltd $228,388 9,239 0.09% 주식
Vantage Financial Partners, LLC $223,941 10,301 0.09% 주식
NewEdge Advisors, LLC $223,477 9,041 0.09% 주식
TWIN FOCUS CAPITAL PARTNERS, LLC $220,008 8,900 0.08% 주식
Mariner, LLC $210,219 8,504 0.08% 주식
MERCER GLOBAL ADVISORS INC /ADV $208,760 8,445 0.08% 주식
CITADEL ADVISORS LLC $208,192 8,422 0.08% 주식
Quantedge Capital Pte Ltd $203,495 8,232 0.08% 주식
CIBC Bancorp USA Inc. $200,010 8,091 0.08% 주식
CIBC Private Wealth Group LLC $174,118 8,091 0.07% 주식
Sunbelt Securities, Inc. $152,900 5,500 0.06% 주식
Farther Finance Advisors, LLC $133,117 5,385 0.05% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $112,476 4,550 0.04% 주식
Global Retirement Partners, LLC $97,422 3,941 0.04% 주식
PNC Financial Services Group, Inc. $86,224 3,488 0.03% 주식
JPMORGAN CHASE & CO $84,466 3,428 0.03% 주식
CWM, LLC $62,244 2,239 0.02% 주식
Institute for Wealth Management, LLC. $60,943 2,465 0.02% 주식
COMERICA BANK $47,266 2,174 0.02% 주식
Geneos Wealth Management Inc. $46,523 1,882 0.02% 주식
EverSource Wealth Advisors, LLC $46,301 1,873 0.02% 주식
FIFTH THIRD BANCORP $43,830 1,773 0.02% 주식
Hilltop National Bank $41,900 1,695 0.02% 주식
Pinnacle Wealth Planning Services, Inc. $33,743 1,365 0.01% 주식
LANARK FINANCIAL, INC. $31,547 1,276 0.01% 주식
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $27,390 1,108 0.01% 주식
ZAZOVE ASSOCIATES LLC $24,399 987 0.01% 주식
BARRETT & COMPANY, INC. $19,776 800 0.01% 주식
Semmax Financial Advisors Inc. $17,984 865 0.01% 주식
Parkside Financial Bank & Trust $16,860 682 0.01% 주식
WPG Advisers, LLC $14,807 599 0.01% 주식
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $14,377 582 0.01% 주식
Cape Investment Advisory, Inc. $12,187 493 0.00% 주식
Community Financial Services Group, LLC $9,832 400 0.00% 주식
Atlantic Union Bankshares Corp $7,416 300 0.00% 주식
COHEN & STEERS, INC. $4,425 178,985 0.00% 주식
AdvisorNet Financial, Inc $3,781 153 0.00% 주식
Elevated Capital Advisors, LLC $3,449 140 0.00% 주식
Mosley Wealth Management $2,200 89 0.00% 주식
Cambridge Investment Research Advisors, Inc. $1,380 55,821 0.00% 주식
WHITTIER TRUST CO OF NEVADA INC $354 14 0.00% 주식
Rockefeller Capital Management L.P. $297 12 0.00% 주식