PSF — 기관 투자자 (13F)

55개의 제출자 · $60.9M 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
MORGAN STANLEY $13,185,811 655,031 21.66% 주식
UBS Group AG $7,261,676 360,739 11.93% 주식
RAYMOND JAMES FINANCIAL INC $3,433,088 170,546 5.64% 주식
Invesco Ltd. $3,241,755 161,041 5.33% 주식
BALDWIN WEALTH PARTNERS LLC/MA $3,163,490 157,153 5.20% 주식
Smith Asset Management Co., LLC $2,609,720 129,643 4.29% 주식
Fiera Capital Corp $2,078,000 103,229 3.41% 주식
Sanctuary Advisors, LLC $2,029,247 100,807 3.33% 주식
Shaker Financial Services, LLC $1,989,207 98,818 3.27% 주식
AMERIPRISE FINANCIAL INC $1,828,567 90,838 3.00% 주식
LPL Financial LLC $1,734,768 86,178 2.85% 주식
Gridiron Partners, LLC $1,697,744 84,339 2.79% 주식
Pettinga Financial Advisors LLC $1,625,688 80,759 2.67% 주식
ROYAL BANK OF CANADA $1,529,000 75,940 2.51% 주식
1607 Capital Partners, LLC $1,264,607 62,822 2.08% 주식
HARBOUR INVESTMENTS, INC. $1,225,535 60,881 2.01% 주식
Merit Financial Group, LLC $1,114,779 55,379 1.83% 주식
Glaxis Capital Management, LLC $1,006,500 50,000 1.65% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $976,199 48,495 1.60% 주식
OSAIC HOLDINGS, INC. $791,832 39,331 1.30% 주식
WELLS FARGO & COMPANY/MN $686,607 34,109 1.13% 주식
TRUIST FINANCIAL CORP $665,883 33,079 1.09% 주식
Kestra Advisory Services, LLC $600,353 29,824 0.99% 주식
BANK OF AMERICA CORP /DE/ $552,263 27,435 0.91% 주식
WealthBridge Capital Management, LLC $548,925 27,269 0.90% 주식
Logan Stone Capital, LLC $399,782 19,860 0.66% 주식
Noble Wealth Management PBC $363,798 20,055 0.60% 주식
Composition Wealth, LLC $348,416 17,308 0.57% 주식
US BANCORP \DE\ $300,158 14,911 0.49% 주식
Blue Oak Capital, LLC $285,968 14,199 0.47% 주식
Cornerstone Advisory, LLC $281,820 14,000 0.46% 주식
Rockefeller Capital Management L.P. $260,256 12,928 0.43% 주식
NewEdge Advisors, LLC $257,631 12,798 0.42% 주식
COMERICA BANK $247,808 12,219 0.41% 주식
NewEdge Wealth, LLC $243,050 12,074 0.40% 주식
Physician Wealth Advisors, Inc. $224,249 11,140 0.37% 주식
Integrated Wealth Concepts LLC $201,300 10,000 0.33% 주식
WOLVERINE ASSET MANAGEMENT LLC $99,925 4,964 0.16% 주식
FIFTH THIRD BANCORP $96,962 4,817 0.16% 주식
CoreCap Advisors, LLC $95,255 4,732 0.16% 주식
AMERIFLEX GROUP, INC. $73,475 3,650 0.12% 주식
MassMutual Private Wealth & Trust, FSB $54,814 2,723 0.09% 주식
HUNTINGTON NATIONAL BANK $40,260 2,000 0.07% 주식
IFG Advisory, LLC $35,731 1,775 0.06% 주식
Farther Finance Advisors, LLC $28,303 1,406 0.05% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27,437 1,363 0.05% 주식
BARRETT & COMPANY, INC. $13,085 650 0.02% 주식
Hilltop National Bank $12,078 600 0.02% 주식
PNC Financial Services Group, Inc. $10,065 500 0.02% 주식
Triumph Capital Management $9,058 450 0.01% 주식
Global Retirement Partners, LLC $6,160 306 0.01% 주식
HIGHLINE WEALTH PARTNERS LLC $3,020 150 0.00% 주식
Pinnacle Wealth Planning Services, Inc. $2,194 109 0.00% 주식
WPG Advisers, LLC $966 48 0.00% 주식
WHITTIER TRUST CO OF NEVADA INC $382 19 0.00% 주식