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Funds Holding PBTP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC757,661$18,862 12/31/2023
     PBTP757,661$18,862 12/31/2023
Stadion Money Management LLC290,972$7,244 12/31/2023
     PBTP290,972$7,244 12/31/2023
Trilogy Capital Inc.141,355$3,544 03/31/2024
     PBTP141,355$3,544 03/31/2024
Flow Traders U.S. LLC119,645$2,979 12/31/2023
     PBTP119,645$2,979 12/31/2023
Beacon Pointe Advisors LLC71,200$1,773 12/31/2023
     PBTP71,200$1,773 12/31/2023
Sowell Financial Services LLC65,630$1,634 12/31/2023
     PBTP65,630$1,634 12/31/2023
Raymond James Financial Services Advisors Inc.47,166$1,182 03/31/2024
     PBTP47,166$1,182 03/31/2024
Citadel Advisors LLC41,604$1,036 12/31/2023
     PBTP41,604$1,036 12/31/2023
Bank of America Corp DE40,162$1,000 12/31/2023
     PBTP40,162$1,000 12/31/2023
Financial Advocates Investment Management28,453$708 12/31/2023
     PBTP28,453$708 12/31/2023
Good Life Advisors LLC25,241$628 12/31/2023
     PBTP25,241$628 12/31/2023
Equitable Holdings Inc.25,135$626 12/31/2023
     PBTP25,135$626 12/31/2023
Advisor Group Holdings Inc.25,042$623 12/31/2023
     PBTP25,042$623 12/31/2023
Tidemark LLC21,822$543 12/31/2023
     PBTP21,822$543 12/31/2023
Stratos Wealth Partners LTD.20,254$508 03/31/2024
     PBTP20,254$508 03/31/2024
Mariner LLC18,506$461 12/31/2023
     PBTP18,506$461 12/31/2023
Susquehanna International Group LLP17,173$428 12/31/2023
     PBTP17,173$428 12/31/2023
Arkadios Wealth Advisors16,855$420 12/31/2023
     PBTP16,855$420 12/31/2023
Kestra Advisory Services LLC15,457$385 12/31/2023
     PBTP15,457$385 12/31/2023
Perennial Investment Advisors LLC13,553$337 12/31/2023
     PBTP13,553$337 12/31/2023
Atria Wealth Solutions Inc.12,890$321 12/31/2023
     PBTP12,890$321 12/31/2023
Destiny Capital Corp CO11,826$294 12/31/2023
     PBTP11,826$294 12/31/2023
Private Advisor Group LLC11,587$288 12/31/2023
     PBTP11,587$288 12/31/2023
Geneos Wealth Management Inc.3,753$93 12/31/2023
     PBTP3,753$93 12/31/2023
GeoWealth Management LLC1,617$40 12/31/2023
     PBTP1,617$40 12/31/2023
Steward Partners Investment Advisory LLC1,139$28 12/31/2023
     PBTP1,139$28 12/31/2023
ICA Group Wealth Management LLC923$23 12/31/2023
     PBTP923$23 12/31/2023
Global Retirement Partners LLC440$11 03/31/2024
     PBTP440$11 03/31/2024
Key Financial Inc461$11 12/31/2023
     PBTP461$11 12/31/2023
Capital Investment Advisory Services LLC202$5 03/31/2024
     PBTP202$5 03/31/2024
Royal Bank of Canada93$2 12/31/2023
     PBTP93$2 12/31/2023
SRS Capital Advisors Inc.53$1 12/31/2023
     PBTP53$1 12/31/2023
JPMorgan Chase & Co.5$0 12/31/2023
     PBTP5$0 12/31/2023
Huntington National Bank1$0 12/31/2023
     PBTP1$0 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     PBTP0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PBTP0$0 12/31/2023
Morgan Stanley2$0 12/31/2023
     PBTP2$0 12/31/2023

See Summary: Institutional Holders of PBTP
See Details: Top 10 Hedge Funds Holding PBTP
Also See: PBTP Holdings Changes

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