PMBS — 机构持有人 (13F)

113 家申报者 · $1.3B 总计 · 截至 2026年6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
Allianz Asset Management GmbH $481229827 9745440 38.17% 股份
Orgel Wealth Management, LLC $240490353 4870198 19.08% 股份
CWM, LLC $62785084 1265828 4.98% 股份
Advocacy Wealth Management, LLC $53811439 1089742 4.27% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49376347 1007989 3.92% 股份
LPL Financial LLC $40179244 813674 3.19% 股份
Avidian Wealth Enterprises, LLC $36323204 735585 2.88% 股份
OneDigital Investment Advisors LLC $35008402 708959 2.78% 股份
McNamara Financial Services, Inc. $22800721 461740 1.81% 股份
Focus Partners Wealth $20465030 414439 1.62% 股份
NewEdge Advisors, LLC $19148543 387779 1.52% 股份
ENVESTNET ASSET MANAGEMENT INC $15285554 309549 1.21% 股份
Horizon Investments, LLC $14820854 302343 1.18% 股份
Alliance Private Wealth, LLC $13340739 270165 1.06% 股份
Integrated Wealth Concepts LLC $12660184 256383 1.00% 股份
Spectrum Investment Advisors, Inc. $12387269 250856 0.98% 股份
Cresta Advisors, Ltd. $8483252 171795 0.67% 股份
RAYMOND JAMES FINANCIAL INC $7626353 154442 0.60% 股份
RFG Advisory, LLC $7257083 146964 0.58% 股份
Cetera Investment Advisers $7023977 142244 0.56% 股份
Econ Financial Services Corp $6046976 122458 0.48% 股份
Essex Financial Services, Inc. $5795599 117367 0.46% 股份
CreativeOne Wealth, LLC $5730767 116054 0.45% 股份
COMMONWEALTH EQUITY SERVICES, LLC $5117750 103640 0.41% 股份
True Wealth Design, LLC $4862400 98469 0.39% 股份
PAX Financial Group, LLC $3996521 80934 0.32% 股份
Krilogy Financial LLC $3687740 74681 0.29% 股份
HOLLENCREST CAPITAL MANAGEMENT $3605382 73013 0.29% 股份
BNP PARIBAS FINANCIAL MARKETS $3482475 70524 0.28% 股份
&PARTNERS $3405456 69139 0.27% 股份
AVITY INVESTMENT MANAGEMENT INC. $3322286 67280 0.26% 股份
GeoWealth Management, LLC $3292873 66684 0.26% 股份
Trek Financial, LLC $3172221 64241 0.25% 股份
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3098002 62738 0.25% 股份
OSAIC HOLDINGS, INC. $2619994 53058 0.21% 股份
BANK OF MONTREAL /CAN/ $2609366 52843 0.21% 股份
Smith Partners Wealth Management, LLC $2095097 42428 0.17% 股份
GOLDMAN SACHS GROUP INC $1940041 39288 0.15% 股份
JANE STREET GROUP, LLC $1866910 37807 0.15% 股份
TBH Global Asset Management, LLC $1797475 36401 0.14% 股份
Financial Synergies Wealth Advisors, Inc. $1702228 34472 0.14% 股份
BAM Wealth Management, LLC $1567321 31740 0.12% 股份
Security Financial Services, INC. $1345951 27257 0.11% 股份
DAVENPORT & Co LLC $1213267 24570 0.10% 股份
Mariner, LLC $1081422 21900 0.09% 股份
Wealthspire Advisors, LLC $1080507 21881 0.09% 股份
Barnes Wealth Management Group, Inc $1045868 21180 0.08% 股份
Kestra Advisory Services, LLC $959924 19440 0.08% 股份
Envestnet Portfolio Solutions, Inc. $930171 18837 0.07% 股份
Wealth Advisors of Iowa, LLC $814770 16500 0.06% 股份
Williams & Novak, LLC $781290 15822 0.06% 股份
Tranquilli Financial Advisor LLC $735762 14900 0.06% 股份
WCG Wealth Advisors LLC $660119 13368 0.05% 股份
MILESTONE ASSET MANAGEMENT, LLC $637249 12905 0.05% 股份
Weaver Consulting Group $627719 12712 0.05% 股份
SFG Wealth Management, LLC. $610236 12358 0.05% 股份
Mutual Advisors, LLC $540201 10940 0.04% 股份
WealthCare Investment Partners, LLC $519249 10515 0.04% 股份
TRUIST FINANCIAL CORP $484122 9804 0.04% 股份
Emissary Wealth LLC $482838 9778 0.04% 股份
Farther Finance Advisors, LLC $469867 9515 0.04% 股份
Fortis Group Advisors, LLC $459333 9302 0.04% 股份
SECURITY NATIONAL BANK OF SO DAK $443679 8985 0.04% 股份
Composition Wealth, LLC $442280 8957 0.04% 股份
Sierra Capital LLC $424523 8597 0.03% 股份
Walkner Condon Financial Advisors LLC $420718 8520 0.03% 股份
Vickerman Investment Advisors, Inc. $406299 8228 0.03% 股份
HUNTINGTON NATIONAL BANK $400967 8120 0.03% 股份
Blue Oak Capital, LLC $399218 8139 0.03% 股份
AXXCESS WEALTH MANAGEMENT, LLC $383485 7766 0.03% 股份
SCHMIDT P J INVESTMENT MANAGEMENT INC $381917 7734 0.03% 股份
CITADEL ADVISORS LLC $368474 7462 0.03% 股份
GatePass Capital, LLC $362499 7341 0.03% 股份
Signal Advisors Wealth, LLC $360312 7297 0.03% 股份
STUDIO INVESTMENT MANAGEMENT LLC $358449 7259 0.03% 股份
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $339241 6870 0.03% 股份
Retirement Planning Group, LLC $304378 6164 0.02% 股份
Essex Bank $302895 6134 0.02% 股份
FOUNDERS FINANCIAL SECURITIES LLC $302848 6133 0.02% 股份
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV $296280 6000 0.02% 股份
LiftPoint Family Wealth Advisors LLC $294305 5960 0.02% 股份
TD Capital Management LLC $288208 5837 0.02% 股份
Western Wealth Management, LLC $265813 5383 0.02% 股份
Triad Wealth Partners, LLC $249613 5157 0.02% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $230012 4658 0.02% 股份
Bison Wealth, LLC $229816 4663 0.02% 股份
DONALDSON CAPITAL MANAGEMENT, LLC $225025 4557 0.02% 股份
Advyzon Investment Management, LLC $223148 4519 0.02% 股份
Bluespring Wealth Management, LLC $222210 4500 0.02% 股份
Equitable Holdings, Inc. $217371 4402 0.02% 股份
FIDUCIARY FINANCIAL ADVISORS $208087 4214 0.02% 股份
FIFTH THIRD BANCORP $112735 2283 0.01% 股份
Ritter Daniher Financial Advisory LLC / DE $111105 2250 0.01% 股份
PRIVATE TRUST CO NA $57775 1170 0.00% 股份
Ameritas Advisory Services, LLC $53178 1077 0.00% 股份
MORGAN STANLEY $51108 1035 0.00% 股份
Cornerstone Planning Group LLC $27825 572 0.00% 股份
IFP Advisors, Inc $27159 550 0.00% 股份
Capital Investment Advisory Services, LLC $20740 420 0.00% 股份
JONES FINANCIAL COMPANIES LLLP $12099 244 0.00% 股份
FOSTER & MOTLEY INC $9946 201422 0.00% 股份
SYM FINANCIAL Corp $8197 166 0.00% 股份
Strategic Wealth Partners, Ltd. $6864 139 0.00% 股份
Wayfinding Financial, LLC $4311 87314 0.00% 股份
Register Financial Advisors LLC $4148 84 0.00% 股份
JPMORGAN CHASE & CO $3671 74 0.00% 股份
UBS Group AG $3407 69 0.00% 股份
AE Wealth Management LLC $3259 66 0.00% 股份
Cambridge Investment Research Advisors, Inc. $3031 61376 0.00% 股份
Rockefeller Capital Management L.P. $1580 32 0.00% 股份
AllSquare Wealth Management LLC $795 16 0.00% 股份
MOSAIC FINANCIAL GROUP, LLC $225 4560 0.00% 股份
Motiv8 Investments LLC $15 295 0.00% 股份