PFO — 机构持有人 (13F)

54 家申报者 · $30.8M 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
CIBC Private Wealth Group LLC $5737982 588511 18.63% 股份
CIBC Bancorp USA Inc. $5437842 588511 17.65% 股份
Advisors Asset Management, Inc. $2926542 309687 9.50% 股份
1607 Capital Partners, LLC $1849645 200178 6.00% 股份
Private Advisor Group, LLC $1622774 175625 5.27% 股份
Fiera Capital Corp $1188939 128673 3.86% 股份
Pathstone Holdings, LLC $938091 101525 3.05% 股份
Closed-End Fund Advisors, Inc. $877144 94929 2.85% 股份
Noble Wealth Management PBC $845404 97961 2.74% 股份
D.A. DAVIDSON & CO. $826747 89474 2.68% 股份
MUSTICO FINANCIAL GROUP, INC. $757083 83652 2.46% 股份
MORGAN STANLEY $717735 77677 2.33% 股份
NAPA WEALTH MANAGEMENT $546390 56040 1.77% 股份
Atlas Wealth LLC $530829 57449 1.72% 股份
Summit X, LLC $528275 57112 1.72% 股份
LPL Financial LLC $504635 54614 1.64% 股份
Arax Advisory Partners $499314 54038 1.62% 股份
Baird Financial Group, Inc. $387415 41928 1.26% 股份
Sowell Financial Services LLC $361035 39073 1.17% 股份
WELLS FARGO & COMPANY/MN $333205 36061 1.08% 股份
Smith Asset Management Co., LLC $283834 30718 0.92% 股份
CLIFFORD SWAN INVESTMENT COUNSEL LLC $272580 29500 0.88% 股份
GUGGENHEIM CAPITAL LLC $236877 25636 0.77% 股份
OSAIC HOLDINGS, INC. $225438 24398 0.73% 股份
RIVERNORTH CAPITAL MANAGEMENT, LLC $208242 22537 0.68% 股份
TrueMark Investments, LLC $208242 22537 0.68% 股份
Catalina Capital Group, LLC $170160 18823 0.55% 股份
Logan Stone Capital, LLC $156932 16984 0.51% 股份
Traub Capital Management LLC $154853 16759 0.50% 股份
BANK OF AMERICA CORP /DE/ $134571 14564 0.44% 股份
SPC Financial, Inc. $130650 13400 0.42% 股份
Cetera Investment Advisers $126897 13733 0.41% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $124592 13484 0.40% 股份
JAG CAPITAL MANAGEMENT, LLC $117348 12700 0.38% 股份
MOSAIC FAMILY WEALTH PARTNERS, LLC $109251 11824 0.35% 股份
Clear Creek Financial Management, LLC $102379 11080 0.33% 股份
CITADEL ADVISORS LLC $102213 11062 0.33% 股份
AlphaCore Capital LLC $97944 10600 0.32% 股份
UBS Group AG $79261 8578 0.26% 股份
Basepoint Wealth LLC $59013 6387 0.19% 股份
ROYAL BANK OF CANADA $51000 5498 0.17% 股份
WOLVERINE ASSET MANAGEMENT LLC $50044 5416 0.16% 股份
Thomas J. Herzfeld Advisors, Inc. $33994 3679 0.11% 股份
MATHER GROUP, LLC. $29919 3238 0.10% 股份
Rockefeller Capital Management L.P. $27720 3000 0.09% 股份
West Branch Capital LLC $21405 2368 0.07% 股份
SIT INVESTMENT ASSOCIATES INC $15894 1720165 0.05% 股份
FIDUCIARY FINANCIAL ADVISORS $15708 1700 0.05% 股份
Clear Street Group Inc. $14183 1535 0.05% 股份
Federation des caisses Desjardins du Quebec $12012 1300 0.04% 股份
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5516 597 0.02% 股份
HARBOUR INVESTMENTS, INC. $3696 400 0.01% 股份
HIGHLINE WEALTH PARTNERS LLC $2864 310 0.01% 股份
Cambridge Investment Research Advisors, Inc. $591 63965 0.00% 股份