PTA — 기관 투자자 (13F)

63개의 제출자 · $246.5M 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
MORGAN STANLEY $79,648,672 4,152,693 32.31% 주식
BANK OF AMERICA CORP /DE/ $67,622,845 3,525,696 27.44% 주식
UBS Group AG $48,947,265 2,551,995 19.86% 주식
ROYAL BANK OF CANADA $12,962,000 675,814 5.26% 주식
RAYMOND JAMES FINANCIAL INC $6,898,151 359,653 2.80% 주식
Rockefeller Capital Management L.P. $3,893,001 202,971 1.58% 주식
STIFEL FINANCIAL CORP $2,985,814 155,674 1.21% 주식
Lido Advisors, LLC $2,751,390 143,451 1.12% 주식
Shaker Financial Services, LLC $1,878,087 97,919 0.76% 주식
Pettinga Financial Advisors LLC $1,641,789 85,599 0.67% 주식
FIFTH THIRD BANCORP $1,342,895 70,015 0.54% 주식
FIRST TRUST ADVISORS LP $1,313,446 68,480 0.53% 주식
LPL Financial LLC $1,200,998 62,617 0.49% 주식
OPPENHEIMER & CO INC $1,020,012 53,181 0.41% 주식
CITADEL ADVISORS LLC $998,185 52,043 0.40% 주식
GUGGENHEIM CAPITAL LLC $957,369 49,915 0.39% 주식
NewEdge Advisors, LLC $804,219 41,930 0.33% 주식
RFG Advisory, LLC $780,115 40,673 0.32% 주식
Corient Private Wealth LP $682,210 35,569 0.28% 주식
WELLS FARGO & COMPANY/MN $651,266 33,955 0.26% 주식
Rareview Capital LLC $542,381 27,393 0.22% 주식
Equitable Holdings, Inc. $518,013 27,008 0.21% 주식
Logan Stone Capital, LLC $478,905 24,969 0.19% 주식
Cetera Investment Advisers $426,842 22,255 0.17% 주식
JANE STREET GROUP, LLC $426,487 22,236 0.17% 주식
COMERICA BANK $411,111 21,290 0.17% 주식
KESTRA PRIVATE WEALTH SERVICES, LLC $387,851 20,222 0.16% 주식
ENVESTNET ASSET MANAGEMENT INC $385,721 20,111 0.16% 주식
LexAurum Advisors, LLC $372,147 19,403 0.15% 주식
HighTower Advisors, LLC $334,691 17,450 0.14% 주식
XTX Topco Ltd $334,288 17,429 0.14% 주식
Focus Partners Wealth $312,537 16,294 0.13% 주식
CHOREO, LLC $251,277 13,101 0.10% 주식
COFG Advisors, LLC $244,478 12,747 0.10% 주식
Sanctuary Advisors, LLC $241,563 12,595 0.10% 주식
Closed-End Fund Advisors, Inc. $224,847 11,723 0.09% 주식
COMMONWEALTH EQUITY SERVICES, LLC $205,660 10,722 0.08% 주식
CreativeOne Wealth, LLC $199,472 10,400 0.08% 주식
Integrated Wealth Concepts LLC $196,860 10,264 0.08% 주식
Parvin Asset Management, LLC $172,620 9,000 0.07% 주식
OSAIC HOLDINGS, INC. $141,788 7,391 0.06% 주식
Noble Wealth Management PBC $109,296 6,285 0.04% 주식
Global Retirement Partners, LLC $98,930 5,158 0.04% 주식
HUNTINGTON NATIONAL BANK $92,064 4,800 0.04% 주식
Clear Street Group Inc. $78,523 4,094 0.03% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $67,936 3,542 0.03% 주식
MassMutual Private Wealth & Trust, FSB $43,730 2,280 0.02% 주식
Lindbrook Capital, LLC $38,880 2,000 0.02% 주식
CWM, LLC $34,763 1,855 0.01% 주식
Pinnacle Wealth Planning Services, Inc. $34,083 1,777 0.01% 주식
ELEVATION WEALTH PARTNERS, LLC $28,770 1,500 0.01% 주식
WPG Advisers, LLC $15,114 788 0.01% 주식
Steward Partners Investment Advisory, LLC $15,037 784 0.01% 주식
Arax Advisory Partners $11,508 600 0.00% 주식
HIGHLINE WEALTH PARTNERS LLC $6,751 352 0.00% 주식
MARK SHEPTOFF FINANCIAL PLANNING, LLC $5,754 300 0.00% 주식
Elevated Capital Advisors, LLC $3,836 200 0.00% 주식
Pinnacle Bancorp, Inc. $3,222 168 0.00% 주식
WEDBUSH SECURITIES INC $1,148 59,844 0.00% 주식
ASSETMARK, INC $825 43 0.00% 주식
Janney Montgomery Scott LLC $266 13,847 0.00% 주식
Cambridge Investment Research Advisors, Inc. $224 11,692 0.00% 주식
BlackRock, Inc. $91 5 0.00% 주식