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Funds Holding PDP

On this page, we present all of the funds holding PDP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PDP, with a link to that fund's top holdings. The next columns indicate the amount of PDP stock held by each of the funds holding PDP, followed by the PDP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 177 funds holding PDP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PDP), click the fund name in the "Holder" column of the funds-holding-PDP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley850,029$72,669 12/31/2023
     PDP850,029$72,669 12/31/2023
Wells Fargo & Company MN585,280$50,036 12/31/2023
     PDP585,280$50,036 12/31/2023
Raymond James & Associates578,526$49,458 12/31/2023
     PDP578,526$49,458 12/31/2023
Commonwealth Equity Services LLC448,276$38,323 12/31/2023
     PDP448,276$38,323 12/31/2023
Bank of America Corp DE446,118$38,139 12/31/2023
     PDP446,118$38,139 12/31/2023
Royal Bank of Canada315,111$26,938 12/31/2023
     PDP315,111$26,938 12/31/2023
NewSquare Capital LLC269,744$23,060 12/31/2023
     PDP269,744$23,060 12/31/2023
LPL Financial LLC250,178$21,388 12/31/2023
     PDP250,178$21,388 12/31/2023
Prospera Financial Services Inc249,123$21,298 12/31/2023
     PDP249,123$21,298 12/31/2023
UBS Group AG241,489$20,645 12/31/2023
     PDP241,489$20,645 12/31/2023
Wealth Enhancement Advisory Services LLC220,756$18,872 12/31/2023
     PDP220,756$18,872 12/31/2023
Gateway Advisory LLC206,002$17,611 12/31/2023
     PDP206,002$17,611 12/31/2023
Savant Capital LLC179,204$15,320 12/31/2023
     PDP179,204$15,320 12/31/2023
Janney Montgomery Scott LLC174,873$14,950 12/31/2023
     PDP174,873$14,950 12/31/2023
Ameriprise Financial Inc.169,330$14,476 12/31/2023
     PDP169,330$14,476 12/31/2023
Raymond James Financial Services Advisors Inc.138,697$11,857 12/31/2023
     PDP138,697$11,857 12/31/2023
Strid Group LLC135,889$11,617 12/31/2023
     PDP135,889$11,617 12/31/2023
Advisor Group Holdings Inc.124,562$10,649 12/31/2023
     PDP124,562$10,649 12/31/2023
Rockefeller Capital Management L.P.103,960$8,888 12/31/2023
     PDP103,960$8,888 12/31/2023
Envestnet Asset Management Inc.100,027$8,551 12/31/2023
     PDP100,027$8,551 12/31/2023
GWM Advisors LLC89,136$7,692 12/31/2023
     PDP89,136$7,692 12/31/2023
LJI Wealth Management LLC88,988$7,608 12/31/2023
     PDP88,988$7,608 12/31/2023
JPMorgan Chase & Co.87,526$7,483 12/31/2023
     PDP87,526$7,483 12/31/2023
Stifel Financial Corp79,783$6,821 12/31/2023
     PDP79,783$6,821 12/31/2023
Institute for Wealth Management LLC.48,392$4,137 12/31/2023
     PDP48,392$4,137 12/31/2023
Cambridge Investment Research Advisors Inc.47,726$4,080 12/31/2023
     PDP47,726$4,080 12/31/2023
Tradition Wealth Management LLC44,895$3,832 12/31/2023
     PDP44,895$3,832 12/31/2023
Osborne Partners Capital Management LLC43,571$3,725 12/31/2023
     PDP43,571$3,725 12/31/2023
International Assets Investment Management LLC41,708$3,566 12/31/2023
     PDP41,708$3,566 12/31/2023
EP Wealth Advisors LLC38,323$3,276 12/31/2023
     PDP38,323$3,276 12/31/2023
Truist Financial Corp34,485$2,948 12/31/2023
     PDP34,485$2,948 12/31/2023
Mercer Global Advisors Inc. ADV32,971$2,819 12/31/2023
     PDP32,971$2,819 12/31/2023
MTM Investment Management LLC32,956$2,817 12/31/2023
     PDP32,956$2,817 12/31/2023
National Asset Management Inc.29,419$2,515 12/31/2023
     PDP29,419$2,515 12/31/2023
Blair William & Co. IL27,950$2,389 12/31/2023
     PDP27,950$2,389 12/31/2023
Milestone Advisory Partners30,825$2,373 09/30/2023
     PDP30,825$2,373 09/30/2023
G&S Capital LLC26,170$2,237 12/31/2023
     PDP26,170$2,237 12/31/2023
MorganRosel Wealth Management LLC24,340$2,081 12/31/2023
     PDP24,340$2,081 12/31/2023
Private Advisory Group LLC24,174$2,067 12/31/2023
     PDP24,174$2,067 12/31/2023
D.A. Davidson & CO.21,967$1,878 12/31/2023
     PDP21,967$1,878 12/31/2023
Sovereign Financial Group Inc.21,399$1,829 12/31/2023
     PDP21,399$1,829 12/31/2023
Lunt Capital Management Inc.21,066$1,801 12/31/2023
     PDP21,066$1,801 12/31/2023
Kingswood Wealth Advisors LLC20,787$1,777 12/31/2023
     PDP20,787$1,777 12/31/2023
Forefront Analytics LLC19,404$1,659 12/31/2023
     PDP19,404$1,659 12/31/2023
Capital Investment Advisory Services LLC19,229$1,644 12/31/2023
     PDP19,229$1,644 12/31/2023
MML Investors Services LLC18,798$1,607 12/31/2023
     PDP18,798$1,607 12/31/2023
Fort Point Capital Partners LLC17,129$1,464 12/31/2023
     PDP17,129$1,464 12/31/2023
AE Wealth Management LLC16,731$1,455 12/31/2023
     PDP16,731$1,455 12/31/2023
Snowden Capital Advisors LLC16,847$1,440 12/31/2023
     PDP16,847$1,440 12/31/2023
Raymond James Trust N.A.16,184$1,384 12/31/2023
     PDP16,184$1,384 12/31/2023
Bridgewater Advisors Inc.14,735$1,260 12/31/2023
     PDP14,735$1,260 12/31/2023
PFG Investments LLC14,578$1,246 12/31/2023
     PDP14,578$1,246 12/31/2023
Rainsberger Wealth Advisors Inc.14,470$1,237 12/31/2023
     PDP14,470$1,237 12/31/2023
Calton & Associates Inc.14,283$1,221 12/31/2023
     PDP14,283$1,221 12/31/2023
Merit Financial Group LLC13,312$1,138 12/31/2023
     PDP13,312$1,138 12/31/2023
Sowell Financial Services LLC11,698$1,000 12/31/2023
     PDP11,698$1,000 12/31/2023
Cetera Advisors LLC11,643$995 12/31/2023
     PDP11,643$995 12/31/2023
Cetera Advisor Networks LLC11,428$977 12/31/2023
     PDP11,428$977 12/31/2023
NBC Securities Inc.11,409$975 12/31/2023
     PDP11,409$975 12/31/2023
Benjamin F. Edwards & Company Inc.11,385$973 12/31/2023
     PDP11,385$973 12/31/2023
Comerica Bank10,979$939 12/31/2023
     PDP10,979$939 12/31/2023
Baird Financial Group Inc.10,721$917 12/31/2023
     PDP10,721$917 12/31/2023
Stephens Inc. AR10,494$897 12/31/2023
     PDP10,494$897 12/31/2023
Cyndeo Wealth Partners LLC10,249$876 12/31/2023
     PDP10,249$876 12/31/2023
Steward Partners Investment Advisory LLC8,999$769 12/31/2023
     PDP8,999$769 12/31/2023
Lincoln National Corp8,988$768 12/31/2023
     PDP8,988$768 12/31/2023
Buckingham Strategic Wealth LLC8,680$742 12/31/2023
     PDP8,680$742 12/31/2023
Susquehanna International Group LLP $736 12/31/2023
     Call5,200$445 12/31/2023
     PDP3,406$291 12/31/2023
Scotia Capital Inc.8,483$725 12/31/2023
     PDP8,483$725 12/31/2023
Focus Financial Network Inc. ADV8,444$722 12/31/2023
     PDP8,444$722 12/31/2023
Kestra Advisory Services LLC8,180$699 12/31/2023
     PDP8,180$699 12/31/2023
Cetera Investment Advisers8,017$685 12/31/2023
     PDP8,017$685 12/31/2023
Private Advisor Group LLC7,516$643 12/31/2023
     PDP7,516$643 12/31/2023
Citadel Advisors LLC7,504$642 12/31/2023
     PDP7,504$642 12/31/2023
IFP Advisors Inc7,300$624 12/31/2023
     PDP7,300$624 12/31/2023
WMS Partners LLC7,125$609 12/31/2023
     PDP7,125$609 12/31/2023
Geneos Wealth Management Inc.6,945$594 12/31/2023
     PDP6,945$594 12/31/2023
Creative Planning6,752$577 12/31/2023
     PDP6,752$577 12/31/2023
BOKF NA6,642$568 12/31/2023
     PDP6,642$568 12/31/2023
FMR LLC6,126$524 12/31/2023
     PDP6,126$524 12/31/2023
Warren Averett Asset Management LLC6,061$518 12/31/2023
     PDP6,061$518 12/31/2023
Eagle Bay Advisors LLC5,761$493 12/31/2023
     PDP5,761$493 12/31/2023
EPG Wealth Management LLC5,444$490 12/31/2023
     PDP5,444$490 12/31/2023
WealthBridge Capital Management LLC5,622$481 12/31/2023
     PDP5,622$481 12/31/2023
Prosperity Financial Group Inc.5,157$441 12/31/2023
     PDP5,157$441 12/31/2023
Stratos Wealth Partners LTD.5,142$440 12/31/2023
     PDP5,142$440 12/31/2023
Atria Wealth Solutions Inc.5,133$439 12/31/2023
     PDP5,133$439 12/31/2023
TKG Advisors LLC4,991$427 12/31/2023
     PDP4,991$427 12/31/2023
CIBC World Markets Inc.4,896$419 12/31/2023
     PDP4,896$419 12/31/2023
Nwam LLC4,809$411 12/31/2023
     PDP4,809$411 12/31/2023
Colony Group LLC4,739$405 12/31/2023
     PDP4,739$405 12/31/2023
Private Trust Co. NA4,578$391 12/31/2023
     PDP4,578$391 12/31/2023
Consolidated Planning Corp4,415$377 12/31/2023
     PDP4,415$377 12/31/2023
Principle Wealth Partners LLC4,395$376 12/31/2023
     PDP4,395$376 12/31/2023
Baker Avenue Asset Management LP4,392$375 12/31/2023
     PDP4,392$375 12/31/2023
Koshinski Asset Management Inc.4,331$370 12/31/2023
     PDP4,331$370 12/31/2023
Colony Group LLC4,739$365 09/30/2023
     PDP4,739$365 09/30/2023
Salomon & Ludwin LLC4,243$363 12/31/2023
     PDP4,243$363 12/31/2023
SPC Financial Inc.4,210$360 12/31/2023
     PDP4,210$360 12/31/2023
Spire Wealth Management4,064$351 12/31/2023
     PDP4,064$351 12/31/2023
Second Half Financial Partners LLC4,075$348 12/31/2023
     PDP4,075$348 12/31/2023
Callan Family Office LLC4,000$342 12/31/2023
     PDP4,000$342 12/31/2023
Strategy Asset Managers LLC3,912$334 12/31/2023
     PDP3,912$334 12/31/2023
Trinity Wealth Management LLC3,907$334 12/31/2023
     PDP3,907$334 12/31/2023
Journey Strategic Wealth LLC3,905$334 12/31/2023
     PDP3,905$334 12/31/2023
Kingsview Wealth Management LLC3,830$327 12/31/2023
     PDP3,830$327 12/31/2023
Equitable Holdings Inc.3,770$322 12/31/2023
     PDP3,770$322 12/31/2023
Castle Rock Wealth Management LLC3,830$315 12/31/2023
     PDP3,830$315 12/31/2023
Mariner LLC3,629$310 12/31/2023
     PDP3,629$310 12/31/2023
First City Capital Management Inc.3,585$306 12/31/2023
     PDP3,585$306 12/31/2023
Golden Road Advisors LLC3,540$303 12/31/2023
     PDP3,540$303 12/31/2023
HighTower Advisors LLC3,466$295 12/31/2023
     PDP3,466$295 12/31/2023
Estate Counselors LLC3,450$295 12/31/2023
     PDP3,450$295 12/31/2023
Sapient Capital LLC3,454$295 12/31/2023
     PDP3,454$295 12/31/2023
First Republic Investment Management Inc.3,755$289 09/30/2023
     PDP3,755$289 09/30/2023
Pacific Sun Financial Corp3,272$280 12/31/2023
     PDP3,272$280 12/31/2023
Northwestern Mutual Wealth Management Co.3,223$276 12/31/2023
     PDP3,223$276 12/31/2023
Keystone Financial Group3,220$275 12/31/2023
     PDP3,220$275 12/31/2023
The PNC Financial Services Group Inc.3,196$273 12/31/2023
     PDP3,196$273 12/31/2023
Element Wealth LLC3,133$268 12/31/2023
     PDP3,133$268 12/31/2023
Wedbush Securities Inc.3,000$256 12/31/2023
     PDP3,000$256 12/31/2023
Financial Advocates Investment Management3,000$256 12/31/2023
     PDP3,000$256 12/31/2023
Brookstone Capital Management2,896$248 12/31/2023
     PDP2,896$248 12/31/2023
True North Advisors LLC2,874$246 12/31/2023
     PDP2,874$246 12/31/2023
Northern Trust Corp2,798$239 12/31/2023
     PDP2,798$239 12/31/2023
CI Private Wealth LLC2,730$233 12/31/2023
     PDP2,730$233 12/31/2023
Davis Investment Partners LLC2,815$232 12/31/2023
     PDP2,815$232 12/31/2023
Selective Wealth Management Inc.2,798$231 12/31/2023
     PDP2,798$231 12/31/2023
National Bank of Canada FI2,735$229 12/31/2023
     PDP2,735$229 12/31/2023
Old Port Advisors2,966$228 09/30/2023
     PDP2,966$228 09/30/2023
Arkadios Wealth Advisors2,528$216 12/31/2023
     PDP2,528$216 12/31/2023
Astoria Portfolio Advisors LLC.2,416$216 12/31/2023
     PDP2,416$216 12/31/2023
Apollon Financial LLC2,432$208 12/31/2023
     PDP2,432$208 12/31/2023
Welch & Forbes LLC2,419$207 12/31/2023
     PDP2,419$207 12/31/2023
Perigon Wealth Management LLC2,350$201 12/31/2023
     PDP2,350$201 12/31/2023
Proequities Inc.2,165$185 12/31/2023
     PDP2,165$185 12/31/2023
DB Wealth Management Group LLC2,102$180 12/31/2023
     PDP2,102$180 12/31/2023
Citigroup Inc.2,076$177 12/31/2023
     PDP2,076$177 12/31/2023
CWM LLC1,885$161 12/31/2023
     PDP1,885$161 12/31/2023
Bank of Montreal Can1,806$156 12/31/2023
     PDP1,806$156 12/31/2023
Harbor Investment Advisory LLC1,790$153 12/31/2023
     PDP1,790$153 12/31/2023
Founders Financial Alliance LLC1,661$142 12/31/2023
     PDP1,661$142 12/31/2023
Fortis Advisors LLC1,377$118 12/31/2023
     PDP1,377$118 12/31/2023
Wagner Wealth Management LLC1,184$101 12/31/2023
     PDP1,184$101 12/31/2023
MCF Advisors LLC1,140$97 12/31/2023
     PDP1,140$97 12/31/2023
Advisory Services Network LLC1,071$92 12/31/2023
     PDP1,071$92 12/31/2023
HHM Wealth Advisors LLC1,010$86 12/31/2023
     PDP1,010$86 12/31/2023
Tortoise Investment Management LLC1,000$85 12/31/2023
     PDP1,000$85 12/31/2023
Anchor Investment Management LLC855$73 12/31/2023
     PDP855$73 12/31/2023
Fifth Third Bancorp843$72 12/31/2023
     PDP843$72 12/31/2023
WealthShield Partners LLC700$60 12/31/2023
     PDP700$60 12/31/2023
Parallel Advisors LLC662$57 12/31/2023
     PDP662$57 12/31/2023
Harbour Investments Inc.594$51 12/31/2023
     PDP594$51 12/31/2023
Tower Research Capital LLC TRC 600$51 12/31/2023
     PDP600$51 12/31/2023
Northwest Financial Advisors590$50 12/31/2023
     PDP590$50 12/31/2023
Hexagon Capital Partners LLC500$43 12/31/2023
     PDP500$43 12/31/2023
Capital Investment Counsel Inc467$40 12/31/2023
     PDP467$40 12/31/2023
Creative Financial Designs Inc. ADV356$30 12/31/2023
     PDP356$30 12/31/2023
Barrett & Company Inc.300$26 12/31/2023
     PDP300$26 12/31/2023
FSC Wealth Advisors LLC270$23 12/31/2023
     PDP270$23 12/31/2023
AdvisorNet Financial Inc215$18 12/31/2023
     PDP215$18 12/31/2023
Tidemark LLC209$18 12/31/2023
     PDP209$18 12/31/2023
Global Retirement Partners LLC185$16 12/31/2023
     PDP185$16 12/31/2023
Iron Horse Wealth Management LLC185$16 12/31/2023
     PDP185$16 12/31/2023
Atlas Capital Advisors LLC131$11 12/31/2023
     PDP131$11 12/31/2023
First Financialcorp IN117$10 12/31/2023
     PDP117$10 12/31/2023
Cambridge Trust Co.120$10 12/31/2023
     PDP120$10 12/31/2023
MV Capital Management Inc.117$10 12/31/2023
     PDP117$10 12/31/2023
Bogart Wealth LLC114$10 12/31/2023
     PDP114$10 12/31/2023
Principal Securities Inc.109$9 12/31/2023
     PDP109$9 12/31/2023
WFA Asset Management Corp100$9 12/31/2023
     PDP100$9 12/31/2023
Smartleaf Asset Management LLC101$9 12/31/2023
     PDP101$9 12/31/2023
Aspire Wealth Management Corp85$7 12/31/2023
     PDP85$7 12/31/2023
Investors Research Corp75$6 12/31/2023
     PDP75$6 12/31/2023
Cedar Mountain Advisors LLC28$2 12/31/2023
     PDP28$2 12/31/2023
Capital Analysts LLC12$1 12/31/2023
     PDP12$1 12/31/2023
Register Financial Advisors LLC12$1 12/31/2023
     PDP12$1 12/31/2023
VitalStone Financial LLC5$0 12/31/2023
     PDP5$0 12/31/2023

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

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