PFO — 기관 투자자 (13F)

54개의 제출자 · $30.8M 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 $5,737,982 588,511 18.63% 주식
CIBC Bancorp USA Inc. $5,437,842 588,511 17.65% 주식
Advisors Asset Management, Inc. $2,926,542 309,687 9.50% 주식
1607 Capital Partners, LLC $1,849,645 200,178 6.00% 주식
Private Advisor Group, LLC $1,622,774 175,625 5.27% 주식
Fiera Capital Corp $1,188,939 128,673 3.86% 주식
Pathstone Holdings, LLC $938,091 101,525 3.05% 주식
Closed-End Fund Advisors, Inc. $877,144 94,929 2.85% 주식
Noble Wealth Management PBC $845,404 97,961 2.74% 주식
D.A. DAVIDSON & CO. $826,747 89,474 2.68% 주식
MUSTICO FINANCIAL GROUP, INC. $757,083 83,652 2.46% 주식
MORGAN STANLEY $717,735 77,677 2.33% 주식
NAPA WEALTH MANAGEMENT $546,390 56,040 1.77% 주식
Atlas Wealth LLC $530,829 57,449 1.72% 주식
Summit X, LLC $528,275 57,112 1.72% 주식
LPL Financial LLC $504,635 54,614 1.64% 주식
Arax Advisory Partners $499,314 54,038 1.62% 주식
Baird Financial Group, Inc. $387,415 41,928 1.26% 주식
Sowell Financial Services LLC $361,035 39,073 1.17% 주식
WELLS FARGO & COMPANY/MN $333,205 36,061 1.08% 주식
Smith Asset Management Co., LLC $283,834 30,718 0.92% 주식
CLIFFORD SWAN INVESTMENT COUNSEL LLC $272,580 29,500 0.88% 주식
GUGGENHEIM CAPITAL LLC $236,877 25,636 0.77% 주식
OSAIC HOLDINGS, INC. $225,438 24,398 0.73% 주식
RIVERNORTH CAPITAL MANAGEMENT, LLC $208,242 22,537 0.68% 주식
TrueMark Investments, LLC $208,242 22,537 0.68% 주식
Catalina Capital Group, LLC $170,160 18,823 0.55% 주식
Logan Stone Capital, LLC $156,932 16,984 0.51% 주식
Traub Capital Management LLC $154,853 16,759 0.50% 주식
BANK OF AMERICA CORP /DE/ $134,571 14,564 0.44% 주식
SPC Financial, Inc. $130,650 13,400 0.42% 주식
Cetera Investment Advisers $126,897 13,733 0.41% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $124,592 13,484 0.40% 주식
JAG CAPITAL MANAGEMENT, LLC $117,348 12,700 0.38% 주식
MOSAIC FAMILY WEALTH PARTNERS, LLC $109,251 11,824 0.35% 주식
Clear Creek Financial Management, LLC $102,379 11,080 0.33% 주식
CITADEL ADVISORS LLC $102,213 11,062 0.33% 주식
AlphaCore Capital LLC $97,944 10,600 0.32% 주식
UBS Group AG $79,261 8,578 0.26% 주식
Basepoint Wealth LLC $59,013 6,387 0.19% 주식
ROYAL BANK OF CANADA $51,000 5,498 0.17% 주식
WOLVERINE ASSET MANAGEMENT LLC $50,044 5,416 0.16% 주식
Thomas J. Herzfeld Advisors, Inc. $33,994 3,679 0.11% 주식
MATHER GROUP, LLC. $29,919 3,238 0.10% 주식
Rockefeller Capital Management L.P. $27,720 3,000 0.09% 주식
West Branch Capital LLC $21,405 2,368 0.07% 주식
SIT INVESTMENT ASSOCIATES INC $15,894 1,720,165 0.05% 주식
FIDUCIARY FINANCIAL ADVISORS $15,708 1,700 0.05% 주식
Clear Street Group Inc. $14,183 1,535 0.05% 주식
Federation des caisses Desjardins du Quebec $12,012 1,300 0.04% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,516 597 0.02% 주식
HARBOUR INVESTMENTS, INC. $3,696 400 0.01% 주식
HIGHLINE WEALTH PARTNERS LLC $2,864 310 0.01% 주식
Cambridge Investment Research Advisors, Inc. $591 63,965 0.00% 주식