PFD — 기관 투자자 (13F)

54개의 제출자 · $34.5M 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
CIBC Private Wealth Group LLC $5,305,195 441,364 15.36% 주식
CIBC Bancorp USA Inc. $5,133,063 441,364 14.86% 주식
MORGAN STANLEY $3,460,053 297,511 10.02% 주식
Fiera Capital Corp $2,059,871 177,117 5.96% 주식
BANK OF AMERICA CORP /DE/ $1,837,302 157,980 5.32% 주식
MGO ONE SEVEN LLC $1,643,496 141,315 4.76% 주식
UBS Group AG $1,348,685 115,966 3.90% 주식
LPL Financial LLC $1,267,749 109,007 3.67% 주식
WELLS FARGO & COMPANY/MN $1,083,310 93,148 3.14% 주식
UMB Bank, n.a. $1,004,518 86,373 2.91% 주식
OSAIC HOLDINGS, INC. $993,585 85,433 2.88% 주식
Smith Asset Management Co., LLC $845,129 72,668 2.45% 주식
FIDUCIARY FINANCIAL ADVISORS $704,568 60,582 2.04% 주식
RAYMOND JAMES FINANCIAL INC $684,632 58,868 1.98% 주식
ROBINSON CAPITAL MANAGEMENT, LLC $640,499 55,073 1.85% 주식
1607 Capital Partners, LLC $569,917 49,004 1.65% 주식
Pathway Financial Advisors LLC $544,212 46,996 1.58% 주식
ROYAL BANK OF CANADA $499,000 42,868 1.44% 주식
Calamos Advisors LLC $478,284 41,125 1.38% 주식
COMMONWEALTH EQUITY SERVICES, LLC $428,320 36,829 1.24% 주식
GUGGENHEIM CAPITAL LLC $384,349 33,048 1.11% 주식
Bridgewealth Advisory Group, LLC $297,616 25,590 0.86% 주식
CreativeOne Wealth, LLC $269,804 23,199 0.78% 주식
Capital Investment Advisors, LLC $263,428 22,651 0.76% 주식
CARY STREET PARTNERS FINANCIAL LLC $233,565 20,083 0.68% 주식
Kestra Advisory Services, LLC $209,878 18,046 0.61% 주식
Beacon Pointe Advisors, LLC $201,162 17,297 0.58% 주식
CITADEL ADVISORS LLC $194,279 16,705 0.56% 주식
D.A. DAVIDSON & CO. $193,058 16,600 0.56% 주식
LongView Wealth Management $177,997 15,305 0.52% 주식
Poplar Forest Capital LLC $173,069 15,425 0.50% 주식
Signature Wealth Management Partners, LLC $166,902 14,351 0.48% 주식
O'ROURKE & COMPANY, Inc $159,133 13,683 0.46% 주식
Cetera Investment Advisers $135,588 11,658 0.39% 주식
BlackRock, Inc. $134,129 11,533 0.39% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $127,632 11,060 0.37% 주식
Rockefeller Capital Management L.P. $122,498 10,532 0.35% 주식
COMERICA BANK $104,123 8,772 0.30% 주식
FIFTH THIRD BANCORP $102,821 8,841 0.30% 주식
Noble Wealth Management PBC $101,561 9,430 0.29% 주식
Clear Street Group Inc. $74,734 6,426 0.22% 주식
Farther Finance Advisors, LLC $45,357 3,900 0.13% 주식
Steward Partners Investment Advisory, LLC $41,054 3,530 0.12% 주식
WEBSTER BANK, N. A. $23,260 2,000 0.07% 주식
Whipplewood Advisors, LLC $17,422 1,498 0.05% 주식
SIT INVESTMENT ASSOCIATES INC $17,005 1,462,183 0.05% 주식
Allworth Financial LP $16,670 1,433 0.05% 주식
CoreCap Advisors, LLC $11,630 1,000 0.03% 주식
US BANCORP \DE\ $3,489 300 0.01% 주식
HIGHLINE WEALTH PARTNERS LLC $2,908 250 0.01% 주식
Blue Trust, Inc. $2,326 200 0.01% 주식
Geneos Wealth Management Inc. $2,326 200 0.01% 주식
Cambridge Investment Research Advisors, Inc. $203 17,460 0.00% 주식
WEDBUSH SECURITIES INC $195 16,800 0.00% 주식