PDX — Kurumsal Sahipler (13F)

107 dosya · $421.3M toplam · Tarih itibarıyla 30 Eylül 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
Saba Capital Management, L.P. $133.582.931 6.416.087 31,71% Hisse senetleri
RIVERNORTH CAPITAL MANAGEMENT, LLC $22.933.422 1.101.509 5,44% Hisse senetleri
Thomas J. Herzfeld Advisors, Inc. $22.799.462 1.095.075 5,41% Hisse senetleri
WELLS FARGO & COMPANY/MN $21.803.335 1.047.230 5,18% Hisse senetleri
UBS Group AG $21.163.010 1.016.475 5,02% Hisse senetleri
ROYAL BANK OF CANADA $20.874.000 1.002.602 4,95% Hisse senetleri
MORGAN STANLEY $18.307.775 879.336 4,35% Hisse senetleri
Williams Jones Wealth Management, LLC. $17.437.749 837.548 4,14% Hisse senetleri
BANK OF AMERICA CORP /DE/ $16.521.504 793.540 3,92% Hisse senetleri
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $14.600.841 701.289 3,47% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $14.473.588 695.177 3,44% Hisse senetleri
Almitas Capital LLC $11.440.486 549.495 2,72% Hisse senetleri
HOLLENCREST CAPITAL MANAGEMENT $10.198.236 489.829 2,42% Hisse senetleri
STIFEL FINANCIAL CORP $8.094.535 388.769 1,92% Hisse senetleri
Pathstone Holdings, LLC $6.433.193 308.991 1,53% Hisse senetleri
Advisors Asset Management, Inc. $6.036.455 321.430 1,43% Hisse senetleri
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $5.484.508 263.425 1,30% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $3.744.739 179.862 0,89% Hisse senetleri
Altium Capital Management LLC $3.283.314 157.700 0,78% Hisse senetleri
FIRST TRUST ADVISORS LP $2.433.571 116.886 0,58% Hisse senetleri
Rareview Capital LLC $2.433.399 98.718 0,58% Hisse senetleri
Focus Partners Wealth $2.356.481 113.183 0,56% Hisse senetleri
SMITH, MOORE & CO. $1.846.185 88.674 0,44% Hisse senetleri
CHOREO, LLC $1.660.292 79.531 0,39% Hisse senetleri
ELEVATION POINT WEALTH PARTNERS, LLC $1.587.024 75.733 0,38% Hisse senetleri
Invesco Ltd. $1.570.931 75.453 0,37% Hisse senetleri
Vestmark Advisory Solutions, Inc. $1.553.859 74.633 0,37% Hisse senetleri
Rockefeller Capital Management L.P. $1.548.369 74.369 0,37% Hisse senetleri
OSAIC HOLDINGS, INC. $1.492.051 71.649 0,35% Hisse senetleri
LPL Financial LLC $1.222.008 58.694 0,29% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.138.084 54.663 0,27% Hisse senetleri
NORTHERN TRUST CORP $1.021.825 49.079 0,24% Hisse senetleri
Noble Wealth Management PBC $988.103 48.675 0,23% Hisse senetleri
1607 Capital Partners, LLC $945.624 45.419 0,22% Hisse senetleri
Sanctuary Advisors, LLC $887.519 42.628 0,21% Hisse senetleri
TOCQUEVILLE ASSET MANAGEMENT L.P. $755.766 36.300 0,18% Hisse senetleri
FIRST FOUNDATION ADVISORS $729.448 35.036 0,17% Hisse senetleri
Cetera Investment Advisers $725.929 34.867 0,17% Hisse senetleri
Allspring Global Investments Holdings, LLC $725.119 34.828 0,17% Hisse senetleri
Concurrent Investment Advisors, LLC $717.440 34.459 0,17% Hisse senetleri
TRUIST FINANCIAL CORP $667.238 32.048 0,16% Hisse senetleri
Atlas Wealth LLC $657.475 31.579 0,16% Hisse senetleri
VIRTUE ASSET MANAGEMENT LLC $582.052 27.956 0,14% Hisse senetleri
HighTower Advisors, LLC $541.195 25.994 0,13% Hisse senetleri
EVOLVE PRIVATE WEALTH, LLC $488.930 23.334 0,12% Hisse senetleri
OPPENHEIMER & CO INC $472.614 22.700 0,11% Hisse senetleri
Arkadios Wealth Advisors $437.530 21.015 0,10% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $411.799 19.779 0,10% Hisse senetleri
Aprio Wealth Management, LLC $411.799 19.779 0,10% Hisse senetleri
HARBOUR INVESTMENTS, INC. $397.142 19.075 0,09% Hisse senetleri
Indivisible Partners $374.822 18.003 0,09% Hisse senetleri
Investment Management Trust, LLC $372.073 17.871 0,09% Hisse senetleri
Essex Financial Services, Inc. $369.555 17.750 0,09% Hisse senetleri
FIFTH THIRD BANCORP $360.912 17.335 0,09% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $348.665 16.209 0,08% Hisse senetleri
ISLAY CAPITAL MANAGEMENT, LLC $334.106 16.047 0,08% Hisse senetleri
Abel Hall, LLC $312.300 15.000 0,07% Hisse senetleri
Cornerstone Wealth Management, LLC $304.697 14.635 0,07% Hisse senetleri
CFO CAPITAL MANAGEMENT LLC $301.053 13.647 0,07% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $294.340 14.137 0,07% Hisse senetleri
Flatrock Wealth Partners LLC $284.674 13.586 0,07% Hisse senetleri
COMERICA BANK $282.007 15.016 0,07% Hisse senetleri
Savvy Advisors, Inc. $280.716 13.483 0,07% Hisse senetleri
Creative Planning $275.886 13.251 0,07% Hisse senetleri
CSS LLC/IL $269.827 12.960 0,06% Hisse senetleri
CITADEL ADVISORS LLC $268.932 12.917 0,06% Hisse senetleri
PFG Investments, LLC $256.021 12.297 0,06% Hisse senetleri
Regal Investment Advisors LLC $254.129 12.206 0,06% Hisse senetleri
BROWN ADVISORY INC $250.298 12.022 0,06% Hisse senetleri
Meadowbrook Wealth Management, LLC $245.232 11.700 0,06% Hisse senetleri
MAI Capital Management $239.630 11.500 0,06% Hisse senetleri
&PARTNERS $224.441 10.780 0,05% Hisse senetleri
MONECO ADVISORS, LLC $224.211 10.769 0,05% Hisse senetleri
Allworth Financial LP $218.610 10.500 0,05% Hisse senetleri
Cynosure Group, LLC $215.427 10.347 0,05% Hisse senetleri
SPIREPOINT PRIVATE CLIENT, LLC $214.883 10.321 0,05% Hisse senetleri
Alpine Global Management, LLC $213.780 10.268 0,05% Hisse senetleri
IFG Advisory, LLC $178.011 8.550 0,04% Hisse senetleri
Continuum Advisory, LLC $128.314 6.163 0,03% Hisse senetleri
Lloyd Advisory Services, LLC. $126.023 6.053 0,03% Hisse senetleri
Steward Partners Investment Advisory, LLC $97.771 4.696 0,02% Hisse senetleri
HALBERT HARGROVE GLOBAL ADVISORS, LLC $93.690 4.500 0,02% Hisse senetleri
US BANCORP \DE\ $78.762 3.783 0,02% Hisse senetleri
KERR FINANCIAL PLANNING Corp $77.671 4.651 0,02% Hisse senetleri
CoreCap Advisors, LLC $72.469 3.481 0,02% Hisse senetleri
NewEdge Advisors, LLC $43.867 2.107 0,01% Hisse senetleri
MPWM ADVISORY SOLUTIONS, LLC $40.911 1.965 0,01% Hisse senetleri
Cornerstone National Bank & Trust Co $31.440 1.500 0,01% Hisse senetleri
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $31.417 1.509 0,01% Hisse senetleri
COHEN & STEERS, INC. $21.274 1.021.789 0,01% Hisse senetleri
Spire Wealth Management $18.218 875 0,00% Hisse senetleri
Institute for Wealth Management, LLC. $14.054 675 0,00% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13.012 625 0,00% Hisse senetleri
Atlantic Union Bankshares Corp $12.492 600 0,00% Hisse senetleri
VESTOR CAPITAL, LLC $5.289 36.089 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $5.051 242.580 0,00% Hisse senetleri
Strategic Wealth Partners, Ltd. $4.164 200 0,00% Hisse senetleri
HIGHLINE WEALTH PARTNERS LLC $3.123 150 0,00% Hisse senetleri
IFP Advisors, Inc $2.082 100 0,00% Hisse senetleri
SHP Wealth Management $1.416 68 0,00% Hisse senetleri
Stolper Co $542 26.047 0,00% Hisse senetleri
WEDBUSH SECURITIES INC $517 24.850 0,00% Hisse senetleri
Virtu Financial LLC $502 24.135 0,00% Hisse senetleri
Janney Montgomery Scott LLC $328 15.775 0,00% Hisse senetleri
HUNTINGTON NATIONAL BANK $32 1 0,00% Hisse senetleri
BESSEMER GROUP INC $21 1.000 0,00% Hisse senetleri
FNY Investment Advisers, LLC $10 500 0,00% Hisse senetleri