PMBS — 기관 투자자 (13F)

113개의 제출자 · $1.3B 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
Allianz Asset Management GmbH $481,229,827 9,745,440 38.17% 주식
Orgel Wealth Management, LLC $240,490,353 4,870,198 19.08% 주식
CWM, LLC $62,785,084 1,265,828 4.98% 주식
Advocacy Wealth Management, LLC $53,811,439 1,089,742 4.27% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49,376,347 1,007,989 3.92% 주식
LPL Financial LLC $40,179,244 813,674 3.19% 주식
Avidian Wealth Enterprises, LLC $36,323,204 735,585 2.88% 주식
OneDigital Investment Advisors LLC $35,008,402 708,959 2.78% 주식
McNamara Financial Services, Inc. $22,800,721 461,740 1.81% 주식
Focus Partners Wealth $20,465,030 414,439 1.62% 주식
NewEdge Advisors, LLC $19,148,543 387,779 1.52% 주식
ENVESTNET ASSET MANAGEMENT INC $15,285,554 309,549 1.21% 주식
Horizon Investments, LLC $14,820,854 302,343 1.18% 주식
Alliance Private Wealth, LLC $13,340,739 270,165 1.06% 주식
Integrated Wealth Concepts LLC $12,660,184 256,383 1.00% 주식
Spectrum Investment Advisors, Inc. $12,387,269 250,856 0.98% 주식
Cresta Advisors, Ltd. $8,483,252 171,795 0.67% 주식
RAYMOND JAMES FINANCIAL INC $7,626,353 154,442 0.60% 주식
RFG Advisory, LLC $7,257,083 146,964 0.58% 주식
Cetera Investment Advisers $7,023,977 142,244 0.56% 주식
Econ Financial Services Corp $6,046,976 122,458 0.48% 주식
Essex Financial Services, Inc. $5,795,599 117,367 0.46% 주식
CreativeOne Wealth, LLC $5,730,767 116,054 0.45% 주식
COMMONWEALTH EQUITY SERVICES, LLC $5,117,750 103,640 0.41% 주식
True Wealth Design, LLC $4,862,400 98,469 0.39% 주식
PAX Financial Group, LLC $3,996,521 80,934 0.32% 주식
Krilogy Financial LLC $3,687,740 74,681 0.29% 주식
HOLLENCREST CAPITAL MANAGEMENT $3,605,382 73,013 0.29% 주식
BNP PARIBAS FINANCIAL MARKETS $3,482,475 70,524 0.28% 주식
&PARTNERS $3,405,456 69,139 0.27% 주식
AVITY INVESTMENT MANAGEMENT INC. $3,322,286 67,280 0.26% 주식
GeoWealth Management, LLC $3,292,873 66,684 0.26% 주식
Trek Financial, LLC $3,172,221 64,241 0.25% 주식
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3,098,002 62,738 0.25% 주식
OSAIC HOLDINGS, INC. $2,619,994 53,058 0.21% 주식
BANK OF MONTREAL /CAN/ $2,609,366 52,843 0.21% 주식
Smith Partners Wealth Management, LLC $2,095,097 42,428 0.17% 주식
GOLDMAN SACHS GROUP INC $1,940,041 39,288 0.15% 주식
JANE STREET GROUP, LLC $1,866,910 37,807 0.15% 주식
TBH Global Asset Management, LLC $1,797,475 36,401 0.14% 주식
Financial Synergies Wealth Advisors, Inc. $1,702,228 34,472 0.14% 주식
BAM Wealth Management, LLC $1,567,321 31,740 0.12% 주식
Security Financial Services, INC. $1,345,951 27,257 0.11% 주식
DAVENPORT & Co LLC $1,213,267 24,570 0.10% 주식
Mariner, LLC $1,081,422 21,900 0.09% 주식
Wealthspire Advisors, LLC $1,080,507 21,881 0.09% 주식
Barnes Wealth Management Group, Inc $1,045,868 21,180 0.08% 주식
Kestra Advisory Services, LLC $959,924 19,440 0.08% 주식
Envestnet Portfolio Solutions, Inc. $930,171 18,837 0.07% 주식
Wealth Advisors of Iowa, LLC $814,770 16,500 0.06% 주식
Williams & Novak, LLC $781,290 15,822 0.06% 주식
Tranquilli Financial Advisor LLC $735,762 14,900 0.06% 주식
WCG Wealth Advisors LLC $660,119 13,368 0.05% 주식
MILESTONE ASSET MANAGEMENT, LLC $637,249 12,905 0.05% 주식
Weaver Consulting Group $627,719 12,712 0.05% 주식
SFG Wealth Management, LLC. $610,236 12,358 0.05% 주식
Mutual Advisors, LLC $540,201 10,940 0.04% 주식
WealthCare Investment Partners, LLC $519,249 10,515 0.04% 주식
TRUIST FINANCIAL CORP $484,122 9,804 0.04% 주식
Emissary Wealth LLC $482,838 9,778 0.04% 주식
Farther Finance Advisors, LLC $469,867 9,515 0.04% 주식
Fortis Group Advisors, LLC $459,333 9,302 0.04% 주식
SECURITY NATIONAL BANK OF SO DAK $443,679 8,985 0.04% 주식
Composition Wealth, LLC $442,280 8,957 0.04% 주식
Sierra Capital LLC $424,523 8,597 0.03% 주식
Walkner Condon Financial Advisors LLC $420,718 8,520 0.03% 주식
Vickerman Investment Advisors, Inc. $406,299 8,228 0.03% 주식
HUNTINGTON NATIONAL BANK $400,967 8,120 0.03% 주식
Blue Oak Capital, LLC $399,218 8,139 0.03% 주식
AXXCESS WEALTH MANAGEMENT, LLC $383,485 7,766 0.03% 주식
SCHMIDT P J INVESTMENT MANAGEMENT INC $381,917 7,734 0.03% 주식
CITADEL ADVISORS LLC $368,474 7,462 0.03% 주식
GatePass Capital, LLC $362,499 7,341 0.03% 주식
Signal Advisors Wealth, LLC $360,312 7,297 0.03% 주식
STUDIO INVESTMENT MANAGEMENT LLC $358,449 7,259 0.03% 주식
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $339,241 6,870 0.03% 주식
Retirement Planning Group, LLC $304,378 6,164 0.02% 주식
Essex Bank $302,895 6,134 0.02% 주식
FOUNDERS FINANCIAL SECURITIES LLC $302,848 6,133 0.02% 주식
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV $296,280 6,000 0.02% 주식
LiftPoint Family Wealth Advisors LLC $294,305 5,960 0.02% 주식
TD Capital Management LLC $288,208 5,837 0.02% 주식
Western Wealth Management, LLC $265,813 5,383 0.02% 주식
Triad Wealth Partners, LLC $249,613 5,157 0.02% 주식
UNITED CAPITAL FINANCIAL ADVISORS, LLC $230,012 4,658 0.02% 주식
Bison Wealth, LLC $229,816 4,663 0.02% 주식
DONALDSON CAPITAL MANAGEMENT, LLC $225,025 4,557 0.02% 주식
Advyzon Investment Management, LLC $223,148 4,519 0.02% 주식
Bluespring Wealth Management, LLC $222,210 4,500 0.02% 주식
Equitable Holdings, Inc. $217,371 4,402 0.02% 주식
FIDUCIARY FINANCIAL ADVISORS $208,087 4,214 0.02% 주식
FIFTH THIRD BANCORP $112,735 2,283 0.01% 주식
Ritter Daniher Financial Advisory LLC / DE $111,105 2,250 0.01% 주식
PRIVATE TRUST CO NA $57,775 1,170 0.00% 주식
Ameritas Advisory Services, LLC $53,178 1,077 0.00% 주식
MORGAN STANLEY $51,108 1,035 0.00% 주식
Cornerstone Planning Group LLC $27,825 572 0.00% 주식
IFP Advisors, Inc $27,159 550 0.00% 주식
Capital Investment Advisory Services, LLC $20,740 420 0.00% 주식
JONES FINANCIAL COMPANIES LLLP $12,099 244 0.00% 주식
FOSTER & MOTLEY INC $9,946 201,422 0.00% 주식
SYM FINANCIAL Corp $8,197 166 0.00% 주식
Strategic Wealth Partners, Ltd. $6,864 139 0.00% 주식
Wayfinding Financial, LLC $4,311 87,314 0.00% 주식
Register Financial Advisors LLC $4,148 84 0.00% 주식
JPMORGAN CHASE & CO $3,671 74 0.00% 주식
UBS Group AG $3,407 69 0.00% 주식
AE Wealth Management LLC $3,259 66 0.00% 주식
Cambridge Investment Research Advisors, Inc. $3,031 61,376 0.00% 주식
Rockefeller Capital Management L.P. $1,580 32 0.00% 주식
AllSquare Wealth Management LLC $795 16 0.00% 주식
MOSAIC FINANCIAL GROUP, LLC $225 4,560 0.00% 주식
Motiv8 Investments LLC $15 295 0.00% 주식