PMBS — Kurumsal Sahipler (13F)

113 dosya · $1.3B 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
Allianz Asset Management GmbH $481.229.827 9.745.440 38,17% Hisse senetleri
Orgel Wealth Management, LLC $240.490.353 4.870.198 19,08% Hisse senetleri
CWM, LLC $62.785.084 1.265.828 4,98% Hisse senetleri
Advocacy Wealth Management, LLC $53.811.439 1.089.742 4,27% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49.376.347 1.007.989 3,92% Hisse senetleri
LPL Financial LLC $40.179.244 813.674 3,19% Hisse senetleri
Avidian Wealth Enterprises, LLC $36.323.204 735.585 2,88% Hisse senetleri
OneDigital Investment Advisors LLC $35.008.402 708.959 2,78% Hisse senetleri
McNamara Financial Services, Inc. $22.800.721 461.740 1,81% Hisse senetleri
Focus Partners Wealth $20.465.030 414.439 1,62% Hisse senetleri
NewEdge Advisors, LLC $19.148.543 387.779 1,52% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $15.285.554 309.549 1,21% Hisse senetleri
Horizon Investments, LLC $14.820.854 302.343 1,18% Hisse senetleri
Alliance Private Wealth, LLC $13.340.739 270.165 1,06% Hisse senetleri
Integrated Wealth Concepts LLC $12.660.184 256.383 1,00% Hisse senetleri
Spectrum Investment Advisors, Inc. $12.387.269 250.856 0,98% Hisse senetleri
Cresta Advisors, Ltd. $8.483.252 171.795 0,67% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $7.626.353 154.442 0,60% Hisse senetleri
RFG Advisory, LLC $7.257.083 146.964 0,58% Hisse senetleri
Cetera Investment Advisers $7.023.977 142.244 0,56% Hisse senetleri
Econ Financial Services Corp $6.046.976 122.458 0,48% Hisse senetleri
Essex Financial Services, Inc. $5.795.599 117.367 0,46% Hisse senetleri
CreativeOne Wealth, LLC $5.730.767 116.054 0,45% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $5.117.750 103.640 0,41% Hisse senetleri
True Wealth Design, LLC $4.862.400 98.469 0,39% Hisse senetleri
PAX Financial Group, LLC $3.996.521 80.934 0,32% Hisse senetleri
Krilogy Financial LLC $3.687.740 74.681 0,29% Hisse senetleri
HOLLENCREST CAPITAL MANAGEMENT $3.605.382 73.013 0,29% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $3.482.475 70.524 0,28% Hisse senetleri
&PARTNERS $3.405.456 69.139 0,27% Hisse senetleri
AVITY INVESTMENT MANAGEMENT INC. $3.322.286 67.280 0,26% Hisse senetleri
GeoWealth Management, LLC $3.292.873 66.684 0,26% Hisse senetleri
Trek Financial, LLC $3.172.221 64.241 0,25% Hisse senetleri
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3.098.002 62.738 0,25% Hisse senetleri
OSAIC HOLDINGS, INC. $2.619.994 53.058 0,21% Hisse senetleri
BANK OF MONTREAL /CAN/ $2.609.366 52.843 0,21% Hisse senetleri
Smith Partners Wealth Management, LLC $2.095.097 42.428 0,17% Hisse senetleri
GOLDMAN SACHS GROUP INC $1.940.041 39.288 0,15% Hisse senetleri
JANE STREET GROUP, LLC $1.866.910 37.807 0,15% Hisse senetleri
TBH Global Asset Management, LLC $1.797.475 36.401 0,14% Hisse senetleri
Financial Synergies Wealth Advisors, Inc. $1.702.228 34.472 0,14% Hisse senetleri
BAM Wealth Management, LLC $1.567.321 31.740 0,12% Hisse senetleri
Security Financial Services, INC. $1.345.951 27.257 0,11% Hisse senetleri
DAVENPORT & Co LLC $1.213.267 24.570 0,10% Hisse senetleri
Mariner, LLC $1.081.422 21.900 0,09% Hisse senetleri
Wealthspire Advisors, LLC $1.080.507 21.881 0,09% Hisse senetleri
Barnes Wealth Management Group, Inc $1.045.868 21.180 0,08% Hisse senetleri
Kestra Advisory Services, LLC $959.924 19.440 0,08% Hisse senetleri
Envestnet Portfolio Solutions, Inc. $930.171 18.837 0,07% Hisse senetleri
Wealth Advisors of Iowa, LLC $814.770 16.500 0,06% Hisse senetleri
Williams & Novak, LLC $781.290 15.822 0,06% Hisse senetleri
Tranquilli Financial Advisor LLC $735.762 14.900 0,06% Hisse senetleri
WCG Wealth Advisors LLC $660.119 13.368 0,05% Hisse senetleri
MILESTONE ASSET MANAGEMENT, LLC $637.249 12.905 0,05% Hisse senetleri
Weaver Consulting Group $627.719 12.712 0,05% Hisse senetleri
SFG Wealth Management, LLC. $610.236 12.358 0,05% Hisse senetleri
Mutual Advisors, LLC $540.201 10.940 0,04% Hisse senetleri
WealthCare Investment Partners, LLC $519.249 10.515 0,04% Hisse senetleri
TRUIST FINANCIAL CORP $484.122 9.804 0,04% Hisse senetleri
Emissary Wealth LLC $482.838 9.778 0,04% Hisse senetleri
Farther Finance Advisors, LLC $469.867 9.515 0,04% Hisse senetleri
Fortis Group Advisors, LLC $459.333 9.302 0,04% Hisse senetleri
SECURITY NATIONAL BANK OF SO DAK $443.679 8.985 0,04% Hisse senetleri
Composition Wealth, LLC $442.280 8.957 0,04% Hisse senetleri
Sierra Capital LLC $424.523 8.597 0,03% Hisse senetleri
Walkner Condon Financial Advisors LLC $420.718 8.520 0,03% Hisse senetleri
Vickerman Investment Advisors, Inc. $406.299 8.228 0,03% Hisse senetleri
HUNTINGTON NATIONAL BANK $400.967 8.120 0,03% Hisse senetleri
Blue Oak Capital, LLC $399.218 8.139 0,03% Hisse senetleri
AXXCESS WEALTH MANAGEMENT, LLC $383.485 7.766 0,03% Hisse senetleri
SCHMIDT P J INVESTMENT MANAGEMENT INC $381.917 7.734 0,03% Hisse senetleri
CITADEL ADVISORS LLC $368.474 7.462 0,03% Hisse senetleri
GatePass Capital, LLC $362.499 7.341 0,03% Hisse senetleri
Signal Advisors Wealth, LLC $360.312 7.297 0,03% Hisse senetleri
STUDIO INVESTMENT MANAGEMENT LLC $358.449 7.259 0,03% Hisse senetleri
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $339.241 6.870 0,03% Hisse senetleri
Retirement Planning Group, LLC $304.378 6.164 0,02% Hisse senetleri
Essex Bank $302.895 6.134 0,02% Hisse senetleri
FOUNDERS FINANCIAL SECURITIES LLC $302.848 6.133 0,02% Hisse senetleri
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV $296.280 6.000 0,02% Hisse senetleri
LiftPoint Family Wealth Advisors LLC $294.305 5.960 0,02% Hisse senetleri
TD Capital Management LLC $288.208 5.837 0,02% Hisse senetleri
Western Wealth Management, LLC $265.813 5.383 0,02% Hisse senetleri
Triad Wealth Partners, LLC $249.613 5.157 0,02% Hisse senetleri
UNITED CAPITAL FINANCIAL ADVISORS, LLC $230.012 4.658 0,02% Hisse senetleri
Bison Wealth, LLC $229.816 4.663 0,02% Hisse senetleri
DONALDSON CAPITAL MANAGEMENT, LLC $225.025 4.557 0,02% Hisse senetleri
Advyzon Investment Management, LLC $223.148 4.519 0,02% Hisse senetleri
Bluespring Wealth Management, LLC $222.210 4.500 0,02% Hisse senetleri
Equitable Holdings, Inc. $217.371 4.402 0,02% Hisse senetleri
FIDUCIARY FINANCIAL ADVISORS $208.087 4.214 0,02% Hisse senetleri
FIFTH THIRD BANCORP $112.735 2.283 0,01% Hisse senetleri
Ritter Daniher Financial Advisory LLC / DE $111.105 2.250 0,01% Hisse senetleri
PRIVATE TRUST CO NA $57.775 1.170 0,00% Hisse senetleri
Ameritas Advisory Services, LLC $53.178 1.077 0,00% Hisse senetleri
MORGAN STANLEY $51.108 1.035 0,00% Hisse senetleri
Cornerstone Planning Group LLC $27.825 572 0,00% Hisse senetleri
IFP Advisors, Inc $27.159 550 0,00% Hisse senetleri
Capital Investment Advisory Services, LLC $20.740 420 0,00% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $12.099 244 0,00% Hisse senetleri
FOSTER & MOTLEY INC $9.946 201.422 0,00% Hisse senetleri
SYM FINANCIAL Corp $8.197 166 0,00% Hisse senetleri
Strategic Wealth Partners, Ltd. $6.864 139 0,00% Hisse senetleri
Wayfinding Financial, LLC $4.311 87.314 0,00% Hisse senetleri
Register Financial Advisors LLC $4.148 84 0,00% Hisse senetleri
JPMORGAN CHASE & CO $3.671 74 0,00% Hisse senetleri
UBS Group AG $3.407 69 0,00% Hisse senetleri
AE Wealth Management LLC $3.259 66 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $3.031 61.376 0,00% Hisse senetleri
Rockefeller Capital Management L.P. $1.580 32 0,00% Hisse senetleri
AllSquare Wealth Management LLC $795 16 0,00% Hisse senetleri
MOSAIC FINANCIAL GROUP, LLC $225 4.560 0,00% Hisse senetleri
Motiv8 Investments LLC $15 295 0,00% Hisse senetleri