|
|
|
On this page, we present all of the funds holding PFEB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PFEB, with a link to that fund's top holdings. The next columns
indicate the amount of PFEB stock held by each of the funds holding PFEB, followed by the PFEB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 147 funds holding PFEB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Alliancebernstein L.P.. For more details on the positions held by Alliancebernstein L.P.
(or by any of the other funds holding PFEB), click the fund name in the "Holder" column of the funds-holding-PFEB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Alliancebernstein L.P. | 2,550,904 | $83,287 | 12/31/2023 | PFEB | 2,550,904 | $83,287 | 12/31/2023 | Gradient Investments LLC | 2,168,548 | $74,078 | 03/31/2024 | PFEB | 2,168,548 | $74,078 | 03/31/2024 | Brookstone Capital Management | 1,091,833 | $37,297 | 03/31/2024 | PFEB | 1,091,833 | $37,297 | 03/31/2024 | Penserra Capital Management LLC | 925,275 | $30,210 | 12/31/2023 | PFEB | 925,275 | $30,210 | 12/31/2023 | Commonwealth Equity Services LLC | 579,165 | $19,784 | 03/31/2024 | PFEB | 579,165 | $19,784 | 03/31/2024 | JPMorgan Chase & Co. | 475,000 | $15,509 | 12/31/2023 | PFEB | 475,000 | $15,509 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 384,485 | $13,134 | 03/31/2024 | PFEB | 384,485 | $13,134 | 03/31/2024 | Lincoln National Corp | 400,282 | $13,069 | 12/31/2023 | PFEB | 400,282 | $13,069 | 12/31/2023 | Janney Montgomery Scott LLC | 353,192 | $11,532 | 12/31/2023 | PFEB | 353,192 | $11,532 | 12/31/2023 | Advisor Group Holdings Inc. | 322,683 | $10,536 | 12/31/2023 | PFEB | 322,683 | $10,536 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 301,176 | $9,833 | 12/31/2023 | PFEB | 301,176 | $9,833 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 265,094 | $9,056 | 03/31/2024 | PFEB | 265,094 | $9,056 | 03/31/2024 | Miracle Mile Advisors LLC | 259,598 | $8,868 | 03/31/2024 | PFEB | 259,598 | $8,868 | 03/31/2024 | Strategic Wealth Partners Group LLC | 237,590 | $8,116 | 03/31/2024 | PFEB | 237,590 | $8,116 | 03/31/2024 | Southland Equity Partners LLC | 152,665 | $5,215 | 03/31/2024 | PFEB | 152,665 | $5,215 | 03/31/2024 | Kestra Advisory Services LLC | 154,697 | $5,051 | 12/31/2023 | PFEB | 154,697 | $5,051 | 12/31/2023 | BCS Wealth Management | 141,645 | $4,839 | 03/31/2024 | PFEB | 141,645 | $4,839 | 03/31/2024 | BKD Wealth Advisors LLC | 123,012 | $4,202 | 03/31/2024 | PFEB | 123,012 | $4,202 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 122,001 | $4,168 | 03/31/2024 | PFEB | 122,001 | $4,168 | 03/31/2024 | Belpointe Asset Management LLC | 117,004 | $3,820 | 12/31/2023 | PFEB | 117,004 | $3,820 | 12/31/2023 | Weaver Consulting Group | 109,392 | $3,737 | 03/31/2024 | PFEB | 109,392 | $3,737 | 03/31/2024 | Stephens Inc. AR | 107,765 | $3,519 | 12/31/2023 | PFEB | 107,765 | $3,519 | 12/31/2023 | Cetera Advisor Networks LLC | 107,549 | $3,511 | 12/31/2023 | PFEB | 107,549 | $3,511 | 12/31/2023 | Beacon Pointe Advisors LLC | 105,893 | $3,457 | 12/31/2023 | PFEB | 105,893 | $3,457 | 12/31/2023 | Townsquare Capital LLC | 94,167 | $3,075 | 12/31/2023 | PFEB | 94,167 | $3,075 | 12/31/2023 | Yarger Wealth Strategies LLC | 86,734 | $2,963 | 03/31/2024 | PFEB | 86,734 | $2,963 | 03/31/2024 | Stratos Wealth Advisors LLC | 79,903 | $2,729 | 03/31/2024 | PFEB | 79,903 | $2,729 | 03/31/2024 | HighTower Advisors LLC | 77,993 | $2,547 | 12/31/2023 | PFEB | 77,993 | $2,547 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 62,174 | $2,124 | 03/31/2024 | PFEB | 62,174 | $2,124 | 03/31/2024 | CoreCap Advisors LLC | 60,874 | $1,988 | 12/31/2023 | PFEB | 60,874 | $1,988 | 12/31/2023 | KFG Wealth Management LLC | 54,922 | $1,876 | 03/31/2024 | PFEB | 54,922 | $1,876 | 03/31/2024 | Envestnet Asset Management Inc. | 57,289 | $1,870 | 12/31/2023 | PFEB | 57,289 | $1,870 | 12/31/2023 | McAlister Sweet & Associates Inc. | 52,826 | $1,805 | 03/31/2024 | PFEB | 52,826 | $1,805 | 03/31/2024 | Truist Financial Corp | 54,017 | $1,764 | 12/31/2023 | PFEB | 54,017 | $1,764 | 12/31/2023 | Sequoia Financial Advisors LLC | 51,616 | $1,763 | 03/31/2024 | PFEB | 51,616 | $1,763 | 03/31/2024 | Wealthsource Partners LLC | 53,070 | $1,733 | 12/31/2023 | PFEB | 53,070 | $1,733 | 12/31/2023 | Castle Rock Wealth Management LLC | 51,871 | $1,691 | 12/31/2023 | PFEB | 51,871 | $1,691 | 12/31/2023 | Global Strategic Investment Solutions LLC | 48,419 | $1,654 | 03/31/2024 | PFEB | 48,419 | $1,654 | 03/31/2024 | WorthPointe LLC | 50,503 | $1,649 | 12/31/2023 | PFEB | 50,503 | $1,649 | 12/31/2023 | LPL Financial LLC | 49,767 | $1,625 | 12/31/2023 | PFEB | 49,767 | $1,625 | 12/31/2023 | Susquehanna International Group LLP | 48,781 | $1,593 | 12/31/2023 | PFEB | 48,781 | $1,593 | 12/31/2023 | Visionary Wealth Advisors | 47,248 | $1,543 | 12/31/2023 | PFEB | 47,248 | $1,543 | 12/31/2023 | Sigma Planning Corp | 47,196 | $1,541 | 12/31/2023 | PFEB | 47,196 | $1,541 | 12/31/2023 | Cetera Investment Advisers | 46,175 | $1,508 | 12/31/2023 | PFEB | 46,175 | $1,508 | 12/31/2023 | Cetera Advisors LLC | 45,777 | $1,495 | 12/31/2023 | PFEB | 45,777 | $1,495 | 12/31/2023 | Gill Capital Partners LLC | 43,316 | $1,414 | 12/31/2023 | PFEB | 43,316 | $1,414 | 12/31/2023 | AE Wealth Management LLC | 40,889 | $1,349 | 12/31/2023 | PFEB | 40,889 | $1,349 | 12/31/2023 | Change Path LLC | 40,795 | $1,332 | 12/31/2023 | PFEB | 40,795 | $1,332 | 12/31/2023 | OLD Mission Capital LLC | 39,951 | $1,304 | 12/31/2023 | PFEB | 39,951 | $1,304 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 37,785 | $1,291 | 03/31/2024 | PFEB | 37,785 | $1,291 | 03/31/2024 | MML Investors Services LLC | 37,157 | $1,213 | 12/31/2023 | PFEB | 37,157 | $1,213 | 12/31/2023 | Avantax Advisory Services Inc. | 36,768 | $1,200 | 12/31/2023 | PFEB | 36,768 | $1,200 | 12/31/2023 | Cornerstone Wealth Group LLC | 33,308 | $1,138 | 03/31/2024 | PFEB | 33,308 | $1,138 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 32,974 | $1,126 | 03/31/2024 | PFEB | 32,974 | $1,126 | 03/31/2024 | Wealth Alliance | 34,354 | $1,122 | 12/31/2023 | PFEB | 34,354 | $1,122 | 12/31/2023 | Apollon Wealth Management LLC | 33,700 | $1,100 | 12/31/2023 | PFEB | 33,700 | $1,100 | 12/31/2023 | Macroview Investment Management LLC | 31,788 | $1,086 | 03/31/2024 | PFEB | 31,788 | $1,086 | 03/31/2024 | Keystone Wealth Services LLC | 31,089 | $1,062 | 03/31/2024 | PFEB | 31,089 | $1,062 | 03/31/2024 | CRA Financial Services LLC | 29,490 | $1,007 | 03/31/2024 | PFEB | 29,490 | $1,007 | 03/31/2024 | Cape Investment Advisory Inc. | 28,700 | $937 | 12/31/2023 | PFEB | 28,700 | $937 | 12/31/2023 | Atticus Wealth Management LLC | 25,949 | $886 | 03/31/2024 | PFEB | 25,949 | $886 | 03/31/2024 | BCGM Wealth Management LLC | 26,603 | $869 | 12/31/2023 | PFEB | 26,603 | $869 | 12/31/2023 | Cerity Partners LLC | 26,440 | $863 | 12/31/2023 | PFEB | 26,440 | $863 | 12/31/2023 | Bellwether Advisors LLC | 25,507 | $833 | 12/31/2023 | PFEB | 25,507 | $833 | 12/31/2023 | Advisory Services Network LLC | 24,528 | $801 | 12/31/2023 | PFEB | 24,528 | $801 | 12/31/2023 | Dfpg Investments LLC | 23,335 | $760 | 12/31/2023 | PFEB | 23,335 | $760 | 12/31/2023 | GWM Advisors LLC | 22,697 | $747 | 12/31/2023 | PFEB | 22,697 | $747 | 12/31/2023 | MAI Capital Management | 22,721 | $742 | 12/31/2023 | PFEB | 22,721 | $742 | 12/31/2023 | Betterment LLC | 21,764 | $711 | 12/31/2023 | PFEB | 21,764 | $711 | 12/31/2023 | RFG Advisory LLC | 20,709 | $707 | 03/31/2024 | PFEB | 20,709 | $707 | 03/31/2024 | Diversify Advisory Services LLC | 20,000 | $682 | 03/31/2024 | PFEB | 20,000 | $682 | 03/31/2024 | Diligent Investors LLC | 20,768 | $678 | 12/31/2023 | PFEB | 20,768 | $678 | 12/31/2023 | Continuum Advisory LLC | 20,275 | $662 | 12/31/2023 | PFEB | 20,275 | $662 | 12/31/2023 | Raymond James & Associates | 19,197 | $656 | 03/31/2024 | PFEB | 19,197 | $656 | 03/31/2024 | Pinnacle Wealth Management Group Inc. | 19,031 | $650 | 03/31/2024 | PFEB | 19,031 | $650 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 18,498 | $632 | 03/31/2024 | PFEB | 18,498 | $632 | 03/31/2024 | Bedel Financial Consulting Inc. | 18,559 | $606 | 12/31/2023 | PFEB | 18,559 | $606 | 12/31/2023 | Lakeridge Wealth Management LLC | 17,050 | $582 | 03/31/2024 | PFEB | 17,050 | $582 | 03/31/2024 | CWM LLC | 16,464 | $562 | 03/31/2024 | PFEB | 16,464 | $562 | 03/31/2024 | Valtinson Bruner Financial Planning LLC | 15,910 | $543 | 03/31/2024 | PFEB | 15,910 | $543 | 03/31/2024 | Kingswood Wealth Advisors LLC | 15,908 | $543 | 03/31/2024 | PFEB | 15,908 | $543 | 03/31/2024 | Resources Investment Advisors LLC. | 16,495 | $539 | 12/31/2023 | PFEB | 16,495 | $539 | 12/31/2023 | Cardinal Point Capital Management ULC | 15,490 | $529 | 03/31/2024 | PFEB | 15,490 | $529 | 03/31/2024 | Kingsview Wealth Management LLC | 15,338 | $501 | 12/31/2023 | PFEB | 15,338 | $501 | 12/31/2023 | Blair William & Co. IL | 15,283 | $499 | 12/31/2023 | PFEB | 15,283 | $499 | 12/31/2023 | Focus Financial Network Inc. | 14,798 | $496 | 03/31/2024 | PFEB | 14,798 | $496 | 03/31/2024 | Orion Capital Management LLC | 15,000 | $490 | 12/31/2023 | PFEB | 15,000 | $490 | 12/31/2023 | Firestone Capital Management | 14,377 | $469 | 12/31/2023 | PFEB | 14,377 | $469 | 12/31/2023 | Spire Wealth Management | 13,685 | $467 | 03/31/2024 | PFEB | 13,685 | $467 | 03/31/2024 | Allworth Financial LP | 13,495 | $461 | 03/31/2024 | PFEB | 13,495 | $461 | 03/31/2024 | Focus Financial Network Inc. ADV | 14,028 | $458 | 12/31/2023 | PFEB | 14,028 | $458 | 12/31/2023 | Straight Path Wealth Management | 13,259 | $453 | 03/31/2024 | PFEB | 13,259 | $453 | 03/31/2024 | Foundry Financial Group Inc. | 13,700 | $447 | 12/31/2023 | PFEB | 13,700 | $447 | 12/31/2023 | Sugarloaf Wealth Management LLC | 12,934 | $442 | 03/31/2024 | PFEB | 12,934 | $442 | 03/31/2024 | New Republic Capital LLC | 13,548 | $442 | 12/31/2023 | PFEB | 13,548 | $442 | 12/31/2023 | Alera Investment Advisors LLC | 13,396 | $437 | 12/31/2023 | PFEB | 13,396 | $437 | 12/31/2023 | Chicago Partners Investment Group LLC | 12,624 | $426 | 03/31/2024 | PFEB | 12,624 | $426 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 12,209 | $417 | 03/31/2024 | PFEB | 12,209 | $417 | 03/31/2024 | Strategic Blueprint LLC | 12,219 | $417 | 03/31/2024 | PFEB | 12,219 | $417 | 03/31/2024 | Cypress Wealth Services LLC | 12,053 | $412 | 03/31/2024 | PFEB | 12,053 | $412 | 03/31/2024 | BCJ Capital Management LLC | 12,458 | $407 | 12/31/2023 | PFEB | 12,458 | $407 | 12/31/2023 | Benchmark Investment Advisors LLC | 12,458 | $407 | 12/31/2023 | PFEB | 12,458 | $407 | 12/31/2023 | SILVER OAK SECURITIES Inc | 12,398 | $405 | 12/31/2023 | PFEB | 12,398 | $405 | 12/31/2023 | Financial Network Wealth Advisors LLC | 11,525 | $376 | 12/31/2023 | PFEB | 11,525 | $376 | 12/31/2023 | Cypress Financial Planning LLC | 10,777 | $368 | 03/31/2024 | PFEB | 10,777 | $368 | 03/31/2024 | SRS Capital Advisors Inc. | 10,877 | $355 | 12/31/2023 | PFEB | 10,877 | $355 | 12/31/2023 | Outlook Wealth Advisors LLC | 10,340 | $353 | 03/31/2024 | PFEB | 10,340 | $353 | 03/31/2024 | Creative Planning | 10,382 | $339 | 12/31/2023 | PFEB | 10,382 | $339 | 12/31/2023 | Pillar Wealth Advisors LLC | 10,287 | $336 | 12/31/2023 | PFEB | 10,287 | $336 | 12/31/2023 | Thoroughbred Financial Services LLC | 10,000 | $326 | 12/31/2023 | PFEB | 10,000 | $326 | 12/31/2023 | Harbour Investments Inc. | 9,498 | $310 | 12/31/2023 | PFEB | 9,498 | $310 | 12/31/2023 | National Asset Management Inc. | 9,399 | $307 | 12/31/2023 | PFEB | 9,399 | $307 | 12/31/2023 | Valmark Advisers Inc. | 9,138 | $298 | 12/31/2023 | PFEB | 9,138 | $298 | 12/31/2023 | Orion Portfolio Solutions LLC | 8,552 | $280 | 12/31/2023 | PFEB | 8,552 | $280 | 12/31/2023 | Sunbelt Securities Inc. | 8,047 | $275 | 03/31/2024 | PFEB | 8,047 | $275 | 03/31/2024 | Two Sigma Securities LLC | 8,431 | $275 | 12/31/2023 | PFEB | 8,431 | $275 | 12/31/2023 | Brown Wealth Management LLC | 8,194 | $268 | 12/31/2023 | PFEB | 8,194 | $268 | 12/31/2023 | Fragasso Group Inc. | 7,688 | $263 | 03/31/2024 | PFEB | 7,688 | $263 | 03/31/2024 | Mutual Advisors LLC | 7,902 | $258 | 12/31/2023 | PFEB | 7,902 | $258 | 12/31/2023 | Catalina Capital Group LLC | 7,350 | $240 | 12/31/2023 | PFEB | 7,350 | $240 | 12/31/2023 | Global Trust Asset Management LLC | 7,000 | $239 | 03/31/2024 | PFEB | 7,000 | $239 | 03/31/2024 | Nations Financial Group Inc. IA ADV | 6,960 | $238 | 03/31/2024 | PFEB | 6,960 | $238 | 03/31/2024 | WealthPlan Investment Management LLC | 7,297 | $238 | 12/31/2023 | PFEB | 7,297 | $238 | 12/31/2023 | O Connor Financial Group LLC | 6,937 | $237 | 03/31/2024 | PFEB | 6,937 | $237 | 03/31/2024 | Dynamic Advisor Solutions LLC | 6,663 | $228 | 03/31/2024 | PFEB | 6,663 | $228 | 03/31/2024 | Foundations Investment Advisors LLC | 6,769 | $225 | 12/31/2023 | PFEB | 6,769 | $225 | 12/31/2023 | John W. Brooker & Co. CPAs | 6,350 | $217 | 03/31/2024 | PFEB | 6,350 | $217 | 03/31/2024 | Madison Wealth Partners Inc | 6,185 | $211 | 03/31/2024 | PFEB | 6,185 | $211 | 03/31/2024 | Soltis Investment Advisors LLC | 5,992 | $205 | 03/31/2024 | PFEB | 5,992 | $205 | 03/31/2024 | Milestone Asset Management LLC | 5,944 | $203 | 03/31/2024 | PFEB | 5,944 | $203 | 03/31/2024 | InterOcean Capital Group LLC | 6,230 | $203 | 12/31/2023 | PFEB | 6,230 | $203 | 12/31/2023 | Hazlett Burt & Watson Inc. | 4,365 | $149 | 03/31/2024 | PFEB | 4,365 | $149 | 03/31/2024 | Castleview Partners LLC | 4,436 | $145 | 12/31/2023 | PFEB | 4,436 | $145 | 12/31/2023 | IFP Advisors Inc | 4,335 | $142 | 12/31/2023 | PFEB | 4,335 | $142 | 12/31/2023 | AdvisorNet Financial Inc | 4,029 | $138 | 03/31/2024 | PFEB | 4,029 | $138 | 03/31/2024 | Royal Bank of Canada | 3,957 | $129 | 12/31/2023 | PFEB | 3,957 | $129 | 12/31/2023 | Creative Financial Designs Inc. ADV | 3,500 | $114 | 12/31/2023 | PFEB | 3,500 | $114 | 12/31/2023 | UBS Group AG | 2,285 | $75 | 12/31/2023 | PFEB | 2,285 | $75 | 12/31/2023 | Wagner Wealth Management LLC | 2,000 | $68 | 03/31/2024 | PFEB | 2,000 | $68 | 03/31/2024 | Morgan Stanley | 1,145 | $37 | 12/31/2023 | PFEB | 1,145 | $37 | 12/31/2023 | City Holding Co. | 700 | $24 | 03/31/2024 | PFEB | 700 | $24 | 03/31/2024 | Bank of Montreal Can | 500 | $16 | 12/31/2023 | PFEB | 500 | $16 | 12/31/2023 | NBC Securities Inc. | 450 | $15 | 03/31/2024 | PFEB | 450 | $15 | 03/31/2024 | Optimum Investment Advisors | 250 | $9 | 03/31/2024 | PFEB | 250 | $9 | 03/31/2024 | Baystate Wealth Management LLC | 259 | $8 | 12/31/2023 | PFEB | 259 | $8 | 12/31/2023 | Capital Investment Advisory Services LLC | 30 | $1 | 03/31/2024 | PFEB | 30 | $1 | 03/31/2024 | Larson Financial Group LLC | 19 | $1 | 12/31/2023 | PFEB | 19 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | PFEB | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PFEB
See Details: Top 10 Hedge Funds Holding PFEB
Also See: PFEB Holdings Changes
|
|