|
|
|
On this page, we present all of the funds holding PBTP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PBTP, with a link to that fund's top holdings. The next columns
indicate the amount of PBTP stock held by each of the funds holding PBTP, followed by the PBTP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 36 funds holding PBTP within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding PBTP), click the fund name in the "Holder" column of the funds-holding-PBTP table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 757,661 | $18,862 | 12/31/2023 | PBTP | 757,661 | $18,862 | 12/31/2023 | Stadion Money Management LLC | 290,972 | $7,244 | 12/31/2023 | PBTP | 290,972 | $7,244 | 12/31/2023 | Trilogy Capital Inc. | 141,355 | $3,544 | 03/31/2024 | PBTP | 141,355 | $3,544 | 03/31/2024 | Flow Traders U.S. LLC | 119,645 | $2,979 | 12/31/2023 | PBTP | 119,645 | $2,979 | 12/31/2023 | Beacon Pointe Advisors LLC | 71,200 | $1,773 | 12/31/2023 | PBTP | 71,200 | $1,773 | 12/31/2023 | Sowell Financial Services LLC | 65,630 | $1,634 | 12/31/2023 | PBTP | 65,630 | $1,634 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 47,166 | $1,182 | 03/31/2024 | PBTP | 47,166 | $1,182 | 03/31/2024 | Citadel Advisors LLC | 41,604 | $1,036 | 12/31/2023 | PBTP | 41,604 | $1,036 | 12/31/2023 | Bank of America Corp DE | 40,162 | $1,000 | 12/31/2023 | PBTP | 40,162 | $1,000 | 12/31/2023 | Financial Advocates Investment Management | 28,453 | $708 | 12/31/2023 | PBTP | 28,453 | $708 | 12/31/2023 | Good Life Advisors LLC | 25,241 | $628 | 12/31/2023 | PBTP | 25,241 | $628 | 12/31/2023 | Equitable Holdings Inc. | 25,135 | $626 | 12/31/2023 | PBTP | 25,135 | $626 | 12/31/2023 | Advisor Group Holdings Inc. | 25,042 | $623 | 12/31/2023 | PBTP | 25,042 | $623 | 12/31/2023 | Tidemark LLC | 21,822 | $543 | 12/31/2023 | PBTP | 21,822 | $543 | 12/31/2023 | Stratos Wealth Partners LTD. | 20,254 | $508 | 03/31/2024 | PBTP | 20,254 | $508 | 03/31/2024 | Mariner LLC | 18,506 | $461 | 12/31/2023 | PBTP | 18,506 | $461 | 12/31/2023 | Susquehanna International Group LLP | 17,173 | $428 | 12/31/2023 | PBTP | 17,173 | $428 | 12/31/2023 | Arkadios Wealth Advisors | 16,855 | $420 | 12/31/2023 | PBTP | 16,855 | $420 | 12/31/2023 | Kestra Advisory Services LLC | 15,457 | $385 | 12/31/2023 | PBTP | 15,457 | $385 | 12/31/2023 | Perennial Investment Advisors LLC | 13,553 | $337 | 12/31/2023 | PBTP | 13,553 | $337 | 12/31/2023 | Atria Wealth Solutions Inc. | 12,890 | $321 | 12/31/2023 | PBTP | 12,890 | $321 | 12/31/2023 | Destiny Capital Corp CO | 11,826 | $294 | 12/31/2023 | PBTP | 11,826 | $294 | 12/31/2023 | Private Advisor Group LLC | 11,587 | $288 | 12/31/2023 | PBTP | 11,587 | $288 | 12/31/2023 | Geneos Wealth Management Inc. | 3,753 | $93 | 12/31/2023 | PBTP | 3,753 | $93 | 12/31/2023 | GeoWealth Management LLC | 1,617 | $40 | 12/31/2023 | PBTP | 1,617 | $40 | 12/31/2023 | Steward Partners Investment Advisory LLC | 1,139 | $28 | 12/31/2023 | PBTP | 1,139 | $28 | 12/31/2023 | ICA Group Wealth Management LLC | 923 | $23 | 12/31/2023 | PBTP | 923 | $23 | 12/31/2023 | Global Retirement Partners LLC | 440 | $11 | 03/31/2024 | PBTP | 440 | $11 | 03/31/2024 | Key Financial Inc | 461 | $11 | 12/31/2023 | PBTP | 461 | $11 | 12/31/2023 | Capital Investment Advisory Services LLC | 202 | $5 | 03/31/2024 | PBTP | 202 | $5 | 03/31/2024 | Royal Bank of Canada | 93 | $2 | 12/31/2023 | PBTP | 93 | $2 | 12/31/2023 | SRS Capital Advisors Inc. | 53 | $1 | 12/31/2023 | PBTP | 53 | $1 | 12/31/2023 | JPMorgan Chase & Co. | 5 | $0 | 12/31/2023 | PBTP | 5 | $0 | 12/31/2023 | Huntington National Bank | 1 | $0 | 12/31/2023 | PBTP | 1 | $0 | 12/31/2023 | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | PBTP | 0 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | PBTP | 0 | $0 | 12/31/2023 | Morgan Stanley | 2 | $0 | 12/31/2023 | PBTP | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PBTP
See Details: Top 10 Hedge Funds Holding PBTP
Also See: PBTP Holdings Changes
|
|