Who Owns DUK 3.000 03/15/29 CVT (DUKPRA)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $165.4M of DUK 3.000 03/15/29 CVT (DUKPRA) in SEC 13F filings for 2026-06-30. Largest institutional holders: IMC-Chicago, LLC ($63.5M), GROUP ONE TRADING LLC ($41.7M), JPMORGAN CHASE & CO ($37.2M), SIMPLEX TRADING, LLC ($19.0M), Moran Wealth Management, LLC ($2.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1IMC-Chicago, LLC$63.5M502,000Added
2GROUP ONE TRADING LLC$41.7M329,100Trimmed
3JPMORGAN CHASE & CO$37.2M290,000Trimmed
4SIMPLEX TRADING, LLC$19.0M150,100Added
5Moran Wealth Management, LLC$2.6M107,315New
6Mathes Company, Inc.$642,00026,145Hold
7Mengis Capital Management, Inc.$481,13019,590Trimmed
8OLD POINT TRUST & FINANCIAL SERVICES N A$127,7385,200Added
910Elms LLP$20,1350Hold
10eCIO, Inc.$15,03615,000Hold
11PNC Financial Services Group, Inc.$14,711599Trimmed
12First Command Advisory Services, Inc.$3,144128New
13Royal Bank of Canada$00Exited
14ZAZOVE ASSOCIATES LLC$00Exited
15D. E. Shaw & Co., Inc.$00Exited
16HBK INVESTMENTS L P$00Exited
17VICTORY CAPITAL MANAGEMENT INC$00Exited
18&PARTNERS$00Exited
19ADVENT CAPITAL MANAGEMENT /DE/$00Exited
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$00Exited
21NOMURA HOLDINGS INC$00Exited
22BNP PARIBAS FINANCIAL MARKETS$00Exited
23Suncoast Equity Management$00Exited
24Calamos Advisors LLC$00Exited
25LPL Financial LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30