RFMZ — 기관 투자자 (13F)

59개의 제출자 · $107.0M 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
Pathstone Holdings, LLC $11,449,828 840,046 10.70% 주식
Rockefeller Capital Management L.P. $11,141,831 817,449 10.41% 주식
MORGAN STANLEY $9,544,401 700,248 8.92% 주식
ROBINSON CAPITAL MANAGEMENT, LLC $8,773,999 643,727 8.20% 주식
UBS Group AG $7,282,986 534,335 6.80% 주식
Atlas Wealth LLC $6,370,130 467,361 5.95% 주식
GUGGENHEIM CAPITAL LLC $5,901,068 432,947 5.51% 주식
WELLS FARGO & COMPANY/MN $5,124,269 375,956 4.79% 주식
ROYAL BANK OF CANADA $4,794,000 351,752 4.48% 주식
Karpus Management, Inc. $3,465,905 254,285 3.24% 주식
Thomas J. Herzfeld Advisors, Inc. $3,320,827 243,641 3.10% 주식
STIFEL FINANCIAL CORP $3,006,284 220,563 2.81% 주식
ENVESTNET ASSET MANAGEMENT INC $2,549,258 187,033 2.38% 주식
Professional Financial Management, Inc. $2,452,473 179,932 2.29% 주식
OPPENHEIMER & CO INC $2,433,255 178,522 2.27% 주식
Gateway Wealth Partners, LLC $2,413,956 177,106 2.26% 주식
RIVERBRIDGE PARTNERS LLC $2,151,515 157,851 2.01% 주식
Closed-End Fund Advisors, Inc. $1,844,521 135,328 1.72% 주식
NewEdge Advisors, LLC $1,533,688 112,523 1.43% 주식
RIVERNORTH CAPITAL MANAGEMENT, LLC $899,689 66,008 0.84% 주식
IFC Advisors LLC $899,689 66,008 0.84% 주식
Concurrent Investment Advisors, LLC $876,068 64,275 0.82% 주식
Noble Wealth Management PBC $867,005 74,103 0.81% 주식
RAYMOND JAMES FINANCIAL INC $759,641 55,733 0.71% 주식
Matisse Capital $622,254 49,190 0.58% 주식
CITADEL ADVISORS LLC $605,227 44,404 0.57% 주식
Private Advisor Group, LLC $596,990 43,800 0.56% 주식
Carnegie Investment Counsel $408,900 30,000 0.38% 주식
PW Nova Financial Services LLC $402,872 29,558 0.38% 주식
River Street Advisors LLC $389,355 28,566 0.36% 주식
CHOREO, LLC $359,082 26,345 0.34% 주식
Waverly Advisors, LLC $313,613 23,009 0.29% 주식
Arlington Capital Management, Inc. $305,094 22,384 0.29% 주식
Worth Asset Management, LLC $297,556 21,831 0.28% 주식
LPL Financial LLC $240,324 17,632 0.22% 주식
Beacon Pointe Advisors, LLC $234,573 17,210 0.22% 주식
Financially in Tune, LLC $217,707 17,210 0.20% 주식
FIFTH THIRD BANCORP $203,062 14,898 0.19% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $197,103 14,461 0.18% 주식
OSAIC HOLDINGS, INC. $189,794 13,925 0.18% 주식
COMERICA BANK $175,990 13,901 0.16% 주식
Arax Advisory Partners $169,980 12,471 0.16% 주식
HighTower Advisors, LLC $166,255 12,198 0.16% 주식
Caliber Wealth Management, LLC / KS $163,560 12,000 0.15% 주식
U.S. Capital Wealth Advisors, LLC $157,758 12,471 0.15% 주식
&PARTNERS $151,373 11,106 0.14% 주식
PFG Investments, LLC $140,389 10,300 0.13% 주식
XML Financial, LLC $136,300 10,000 0.13% 주식
Wellspring Financial Advisors, LLC $136,300 10,000 0.13% 주식
EverSource Wealth Advisors, LLC $81,780 6,000 0.08% 주식
US BANCORP \DE\ $41,640 3,055 0.04% 주식
Global Retirement Partners, LLC $31,281 2,295 0.03% 주식
Pinnacle Wealth Planning Services, Inc. $13,126 963 0.01% 주식
PRIVATE TRUST CO NA $12,076 886 0.01% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $11,981 879 0.01% 주식
HIGHLINE WEALTH PARTNERS LLC $9,541 700 0.01% 주식
WPG Advisers, LLC $3,626 266 0.00% 주식
WEDBUSH SECURITIES INC $1,326 97,281 0.00% 주식
Mathes Company, Inc. $463 34,000 0.00% 주식