PEO — Kurumsal Sahipler (13F)

104 dosya · $261.9M toplam · Tarih itibarıyla 30 Haziran 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
ADAMS DIVERSIFIED EQUITY FUND, INC. $66.087.758 2.673.453 25,23% Hisse senetleri
Saba Capital Management, L.P. $56.096.948 2.269.294 21,42% Hisse senetleri
MORGAN STANLEY $35.834.802 1.449.627 13,68% Hisse senetleri
LAZARD ASSET MANAGEMENT LLC $12.557.093 507.973 4,79% Hisse senetleri
ROYAL BANK OF CANADA $10.587.000 428.278 4,04% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $5.969.824 241.498 2,28% Hisse senetleri
Basepoint Wealth LLC $4.008.064 162.138 1,53% Hisse senetleri
INTREPID FAMILY OFFICE LLC $3.932.112 159.066 1,50% Hisse senetleri
Pathstone Holdings, LLC $3.916.811 158.447 1,50% Hisse senetleri
FCA CORP /TX $3.298.824 133.448 1,26% Hisse senetleri
BANK OF AMERICA CORP /DE/ $3.072.296 124.284 1,17% Hisse senetleri
LPL Financial LLC $2.947.055 119.218 1,13% Hisse senetleri
CAPSTONE INVESTMENT ADVISORS, LLC $2.867.446 115.997 1,09% Hisse senetleri
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2.852.457 115.391 1,09% Hisse senetleri
WHITENER CAPITAL MANAGEMENT, INC. $2.488.222 89.504 0,95% Hisse senetleri
FIRST TRUST ADVISORS LP $1.915.033 77.469 0,73% Hisse senetleri
CSS LLC/IL $1.866.236 75.495 0,71% Hisse senetleri
D.A. DAVIDSON & CO. $1.857.378 75.136 0,71% Hisse senetleri
SPROTT INC. $1.833.542 74.172 0,70% Hisse senetleri
UHLMANN PRICE SECURITIES, LLC $1.734.532 70.166 0,66% Hisse senetleri
Advisors Asset Management, Inc. $1.700.568 78.223 0,65% Hisse senetleri
Verition Fund Management LLC $1.696.682 68.636 0,65% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1.563.432 61.894 0,60% Hisse senetleri
Allspring Global Investments Holdings, LLC $1.536.447 62.154 0,59% Hisse senetleri
Uncommon Cents Investing LLC $1.519.508 61.469 0,58% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $1.433.079 58.137 0,55% Hisse senetleri
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1.249.914 50.562 0,48% Hisse senetleri
BURNEY CO/ $1.224.110 49.519 0,47% Hisse senetleri
WELLS FARGO & COMPANY/MN $1.205.569 48.769 0,46% Hisse senetleri
STIFEL FINANCIAL CORP $1.087.621 43.997 0,42% Hisse senetleri
PRINCIPAL SECURITIES, INC. $1.071.810 43.358 0,41% Hisse senetleri
Wealthcare Advisory Partners LLC $1.042.653 42.179 0,40% Hisse senetleri
Aspire Capital Advisors LLC $1.007.686 40.764 0,38% Hisse senetleri
St. James Investment Company, LLC $917.854 37.130 0,35% Hisse senetleri
ROBERTS GLORE & CO INC /IL/ $905.840 36.644 0,35% Hisse senetleri
Cetera Investment Advisers $825.436 33.391 0,32% Hisse senetleri
Calamos Advisors LLC $798.629 32.307 0,30% Hisse senetleri
Walsh & Associates, LLC $777.988 31.472 0,30% Hisse senetleri
GUGGENHEIM CAPITAL LLC $775.343 31.365 0,30% Hisse senetleri
Kovack Advisors, Inc. $766.023 31.162 0,29% Hisse senetleri
HighTower Advisors, LLC $676.694 27.374 0,26% Hisse senetleri
UBS Group AG $672.878 27.220 0,26% Hisse senetleri
Baird Financial Group, Inc. $660.345 26.713 0,25% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $652.830 26.409 0,25% Hisse senetleri
EVOLVE PRIVATE WEALTH, LLC $611.424 24.734 0,23% Hisse senetleri
CULLEN INVESTMENT GROUP, LTD. $610.550 24.699 0,23% Hisse senetleri
OSAIC HOLDINGS, INC. $561.750 22.717 0,21% Hisse senetleri
Logan Stone Capital, LLC $499.146 20.192 0,19% Hisse senetleri
WOLVERINE ASSET MANAGEMENT LLC $463.451 18.748 0,18% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $460.979 18.648 0,18% Hisse senetleri
ALTA CAPITAL MANAGEMENT LLC/ $395.520 16.000 0,15% Hisse senetleri
Man Group plc $381.603 15.437 0,15% Hisse senetleri
JANE STREET GROUP, LLC $375.571 15.193 0,14% Hisse senetleri
Kestra Advisory Services, LLC $370.119 14.972 0,14% Hisse senetleri
LEVEL FOUR ADVISORY SERVICES, LLC $344.600 13.940 0,13% Hisse senetleri
Concurrent Investment Advisors, LLC $340.015 13.755 0,13% Hisse senetleri
SeaCrest Wealth Management, LLC $311.472 12.600 0,12% Hisse senetleri
Moors & Cabot, Inc. $288.810 11.683 0,11% Hisse senetleri
NorthRock Partners, LLC $284.965 11.528 0,11% Hisse senetleri
JFS WEALTH ADVISORS, LLC $260.459 9.369 0,10% Hisse senetleri
SEARLE & CO. $253.479 10.254 0,10% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $229.896 9.300 0,09% Alım opsiyonu
XTX Topco Ltd $228.388 9.239 0,09% Hisse senetleri
Vantage Financial Partners, LLC $223.941 10.301 0,09% Hisse senetleri
NewEdge Advisors, LLC $223.477 9.041 0,09% Hisse senetleri
TWIN FOCUS CAPITAL PARTNERS, LLC $220.008 8.900 0,08% Hisse senetleri
Mariner, LLC $210.219 8.504 0,08% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $208.760 8.445 0,08% Hisse senetleri
CITADEL ADVISORS LLC $208.192 8.422 0,08% Hisse senetleri
Quantedge Capital Pte Ltd $203.495 8.232 0,08% Hisse senetleri
CIBC Bancorp USA Inc. $200.010 8.091 0,08% Hisse senetleri
CIBC Private Wealth Group LLC $174.118 8.091 0,07% Hisse senetleri
Sunbelt Securities, Inc. $152.900 5.500 0,06% Hisse senetleri
Farther Finance Advisors, LLC $133.117 5.385 0,05% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $112.476 4.550 0,04% Hisse senetleri
Global Retirement Partners, LLC $97.422 3.941 0,04% Hisse senetleri
PNC Financial Services Group, Inc. $86.224 3.488 0,03% Hisse senetleri
JPMORGAN CHASE & CO $84.466 3.428 0,03% Hisse senetleri
CWM, LLC $62.244 2.239 0,02% Hisse senetleri
Institute for Wealth Management, LLC. $60.943 2.465 0,02% Hisse senetleri
COMERICA BANK $47.266 2.174 0,02% Hisse senetleri
Geneos Wealth Management Inc. $46.523 1.882 0,02% Hisse senetleri
EverSource Wealth Advisors, LLC $46.301 1.873 0,02% Hisse senetleri
FIFTH THIRD BANCORP $43.830 1.773 0,02% Hisse senetleri
Hilltop National Bank $41.900 1.695 0,02% Hisse senetleri
Pinnacle Wealth Planning Services, Inc. $33.743 1.365 0,01% Hisse senetleri
LANARK FINANCIAL, INC. $31.547 1.276 0,01% Hisse senetleri
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $27.390 1.108 0,01% Hisse senetleri
ZAZOVE ASSOCIATES LLC $24.399 987 0,01% Hisse senetleri
BARRETT & COMPANY, INC. $19.776 800 0,01% Hisse senetleri
Semmax Financial Advisors Inc. $17.984 865 0,01% Hisse senetleri
Parkside Financial Bank & Trust $16.860 682 0,01% Hisse senetleri
WPG Advisers, LLC $14.807 599 0,01% Hisse senetleri
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $14.377 582 0,01% Hisse senetleri
Cape Investment Advisory, Inc. $12.187 493 0,00% Hisse senetleri
Community Financial Services Group, LLC $9.832 400 0,00% Hisse senetleri
Atlantic Union Bankshares Corp $7.416 300 0,00% Hisse senetleri
COHEN & STEERS, INC. $4.425 178.985 0,00% Hisse senetleri
AdvisorNet Financial, Inc $3.781 153 0,00% Hisse senetleri
Elevated Capital Advisors, LLC $3.449 140 0,00% Hisse senetleri
Mosley Wealth Management $2.200 89 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $1.380 55.821 0,00% Hisse senetleri
WHITTIER TRUST CO OF NEVADA INC $354 14 0,00% Hisse senetleri
Rockefeller Capital Management L.P. $297 12 0,00% Hisse senetleri