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Funds Holding PFEB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Alliancebernstein L.P.2,550,904$83,287 12/31/2023
     PFEB2,550,904$83,287 12/31/2023
Gradient Investments LLC2,168,548$74,078 03/31/2024
     PFEB2,168,548$74,078 03/31/2024
Brookstone Capital Management1,091,833$37,297 03/31/2024
     PFEB1,091,833$37,297 03/31/2024
Penserra Capital Management LLC925,275$30,210 12/31/2023
     PFEB925,275$30,210 12/31/2023
Commonwealth Equity Services LLC579,165$19,784 03/31/2024
     PFEB579,165$19,784 03/31/2024
JPMorgan Chase & Co.475,000$15,509 12/31/2023
     PFEB475,000$15,509 12/31/2023
Wealth Enhancement Advisory Services LLC384,485$13,134 03/31/2024
     PFEB384,485$13,134 03/31/2024
Lincoln National Corp400,282$13,069 12/31/2023
     PFEB400,282$13,069 12/31/2023
Janney Montgomery Scott LLC353,192$11,532 12/31/2023
     PFEB353,192$11,532 12/31/2023
Advisor Group Holdings Inc.322,683$10,536 12/31/2023
     PFEB322,683$10,536 12/31/2023
Mercer Global Advisors Inc. ADV301,176$9,833 12/31/2023
     PFEB301,176$9,833 12/31/2023
Raymond James Financial Services Advisors Inc.265,094$9,056 03/31/2024
     PFEB265,094$9,056 03/31/2024
Miracle Mile Advisors LLC259,598$8,868 03/31/2024
     PFEB259,598$8,868 03/31/2024
Strategic Wealth Partners Group LLC237,590$8,116 03/31/2024
     PFEB237,590$8,116 03/31/2024
Southland Equity Partners LLC152,665$5,215 03/31/2024
     PFEB152,665$5,215 03/31/2024
Kestra Advisory Services LLC154,697$5,051 12/31/2023
     PFEB154,697$5,051 12/31/2023
BCS Wealth Management141,645$4,839 03/31/2024
     PFEB141,645$4,839 03/31/2024
BKD Wealth Advisors LLC123,012$4,202 03/31/2024
     PFEB123,012$4,202 03/31/2024
Cambridge Investment Research Advisors Inc.122,001$4,168 03/31/2024
     PFEB122,001$4,168 03/31/2024
Belpointe Asset Management LLC117,004$3,820 12/31/2023
     PFEB117,004$3,820 12/31/2023
Weaver Consulting Group109,392$3,737 03/31/2024
     PFEB109,392$3,737 03/31/2024
Stephens Inc. AR107,765$3,519 12/31/2023
     PFEB107,765$3,519 12/31/2023
Cetera Advisor Networks LLC107,549$3,511 12/31/2023
     PFEB107,549$3,511 12/31/2023
Beacon Pointe Advisors LLC105,893$3,457 12/31/2023
     PFEB105,893$3,457 12/31/2023
Townsquare Capital LLC94,167$3,075 12/31/2023
     PFEB94,167$3,075 12/31/2023
Yarger Wealth Strategies LLC86,734$2,963 03/31/2024
     PFEB86,734$2,963 03/31/2024
Stratos Wealth Advisors LLC79,903$2,729 03/31/2024
     PFEB79,903$2,729 03/31/2024
HighTower Advisors LLC77,993$2,547 12/31/2023
     PFEB77,993$2,547 12/31/2023
Blue Bell Private Wealth Management LLC62,174$2,124 03/31/2024
     PFEB62,174$2,124 03/31/2024
CoreCap Advisors LLC60,874$1,988 12/31/2023
     PFEB60,874$1,988 12/31/2023
KFG Wealth Management LLC54,922$1,876 03/31/2024
     PFEB54,922$1,876 03/31/2024
Envestnet Asset Management Inc.57,289$1,870 12/31/2023
     PFEB57,289$1,870 12/31/2023
McAlister Sweet & Associates Inc.52,826$1,805 03/31/2024
     PFEB52,826$1,805 03/31/2024
Truist Financial Corp54,017$1,764 12/31/2023
     PFEB54,017$1,764 12/31/2023
Sequoia Financial Advisors LLC51,616$1,763 03/31/2024
     PFEB51,616$1,763 03/31/2024
Wealthsource Partners LLC53,070$1,733 12/31/2023
     PFEB53,070$1,733 12/31/2023
Castle Rock Wealth Management LLC51,871$1,691 12/31/2023
     PFEB51,871$1,691 12/31/2023
Global Strategic Investment Solutions LLC48,419$1,654 03/31/2024
     PFEB48,419$1,654 03/31/2024
WorthPointe LLC50,503$1,649 12/31/2023
     PFEB50,503$1,649 12/31/2023
LPL Financial LLC49,767$1,625 12/31/2023
     PFEB49,767$1,625 12/31/2023
Susquehanna International Group LLP48,781$1,593 12/31/2023
     PFEB48,781$1,593 12/31/2023
Visionary Wealth Advisors47,248$1,543 12/31/2023
     PFEB47,248$1,543 12/31/2023
Sigma Planning Corp47,196$1,541 12/31/2023
     PFEB47,196$1,541 12/31/2023
Cetera Investment Advisers46,175$1,508 12/31/2023
     PFEB46,175$1,508 12/31/2023
Cetera Advisors LLC45,777$1,495 12/31/2023
     PFEB45,777$1,495 12/31/2023
Gill Capital Partners LLC43,316$1,414 12/31/2023
     PFEB43,316$1,414 12/31/2023
AE Wealth Management LLC40,889$1,349 12/31/2023
     PFEB40,889$1,349 12/31/2023
Change Path LLC40,795$1,332 12/31/2023
     PFEB40,795$1,332 12/31/2023
OLD Mission Capital LLC39,951$1,304 12/31/2023
     PFEB39,951$1,304 12/31/2023
Lineweaver Wealth Advisors LLC37,785$1,291 03/31/2024
     PFEB37,785$1,291 03/31/2024
MML Investors Services LLC37,157$1,213 12/31/2023
     PFEB37,157$1,213 12/31/2023
Avantax Advisory Services Inc.36,768$1,200 12/31/2023
     PFEB36,768$1,200 12/31/2023
Cornerstone Wealth Group LLC33,308$1,138 03/31/2024
     PFEB33,308$1,138 03/31/2024
Patriot Financial Group Insurance Agency LLC32,974$1,126 03/31/2024
     PFEB32,974$1,126 03/31/2024
Wealth Alliance34,354$1,122 12/31/2023
     PFEB34,354$1,122 12/31/2023
Apollon Wealth Management LLC33,700$1,100 12/31/2023
     PFEB33,700$1,100 12/31/2023
Macroview Investment Management LLC31,788$1,086 03/31/2024
     PFEB31,788$1,086 03/31/2024
Keystone Wealth Services LLC31,089$1,062 03/31/2024
     PFEB31,089$1,062 03/31/2024
CRA Financial Services LLC29,490$1,007 03/31/2024
     PFEB29,490$1,007 03/31/2024
Cape Investment Advisory Inc.28,700$937 12/31/2023
     PFEB28,700$937 12/31/2023
Atticus Wealth Management LLC25,949$886 03/31/2024
     PFEB25,949$886 03/31/2024
BCGM Wealth Management LLC26,603$869 12/31/2023
     PFEB26,603$869 12/31/2023
Cerity Partners LLC26,440$863 12/31/2023
     PFEB26,440$863 12/31/2023
Bellwether Advisors LLC25,507$833 12/31/2023
     PFEB25,507$833 12/31/2023
Advisory Services Network LLC24,528$801 12/31/2023
     PFEB24,528$801 12/31/2023
Dfpg Investments LLC23,335$760 12/31/2023
     PFEB23,335$760 12/31/2023
GWM Advisors LLC22,697$747 12/31/2023
     PFEB22,697$747 12/31/2023
MAI Capital Management22,721$742 12/31/2023
     PFEB22,721$742 12/31/2023
Betterment LLC21,764$711 12/31/2023
     PFEB21,764$711 12/31/2023
RFG Advisory LLC20,709$707 03/31/2024
     PFEB20,709$707 03/31/2024
Diversify Advisory Services LLC20,000$682 03/31/2024
     PFEB20,000$682 03/31/2024
Diligent Investors LLC20,768$678 12/31/2023
     PFEB20,768$678 12/31/2023
Continuum Advisory LLC20,275$662 12/31/2023
     PFEB20,275$662 12/31/2023
Raymond James & Associates19,197$656 03/31/2024
     PFEB19,197$656 03/31/2024
Pinnacle Wealth Management Group Inc.19,031$650 03/31/2024
     PFEB19,031$650 03/31/2024
DHJJ Financial Advisors Ltd.18,498$632 03/31/2024
     PFEB18,498$632 03/31/2024
Bedel Financial Consulting Inc.18,559$606 12/31/2023
     PFEB18,559$606 12/31/2023
Lakeridge Wealth Management LLC17,050$582 03/31/2024
     PFEB17,050$582 03/31/2024
CWM LLC16,464$562 03/31/2024
     PFEB16,464$562 03/31/2024
Valtinson Bruner Financial Planning LLC15,910$543 03/31/2024
     PFEB15,910$543 03/31/2024
Kingswood Wealth Advisors LLC15,908$543 03/31/2024
     PFEB15,908$543 03/31/2024
Resources Investment Advisors LLC.16,495$539 12/31/2023
     PFEB16,495$539 12/31/2023
Cardinal Point Capital Management ULC15,490$529 03/31/2024
     PFEB15,490$529 03/31/2024
Kingsview Wealth Management LLC15,338$501 12/31/2023
     PFEB15,338$501 12/31/2023
Blair William & Co. IL15,283$499 12/31/2023
     PFEB15,283$499 12/31/2023
Focus Financial Network Inc.14,798$496 03/31/2024
     PFEB14,798$496 03/31/2024
Orion Capital Management LLC15,000$490 12/31/2023
     PFEB15,000$490 12/31/2023
Firestone Capital Management14,377$469 12/31/2023
     PFEB14,377$469 12/31/2023
Spire Wealth Management13,685$467 03/31/2024
     PFEB13,685$467 03/31/2024
Allworth Financial LP13,495$461 03/31/2024
     PFEB13,495$461 03/31/2024
Focus Financial Network Inc. ADV14,028$458 12/31/2023
     PFEB14,028$458 12/31/2023
Straight Path Wealth Management13,259$453 03/31/2024
     PFEB13,259$453 03/31/2024
Foundry Financial Group Inc.13,700$447 12/31/2023
     PFEB13,700$447 12/31/2023
Sugarloaf Wealth Management LLC12,934$442 03/31/2024
     PFEB12,934$442 03/31/2024
New Republic Capital LLC13,548$442 12/31/2023
     PFEB13,548$442 12/31/2023
Alera Investment Advisors LLC13,396$437 12/31/2023
     PFEB13,396$437 12/31/2023
Chicago Partners Investment Group LLC12,624$426 03/31/2024
     PFEB12,624$426 03/31/2024
Benjamin F. Edwards & Company Inc.12,209$417 03/31/2024
     PFEB12,209$417 03/31/2024
Strategic Blueprint LLC12,219$417 03/31/2024
     PFEB12,219$417 03/31/2024
Cypress Wealth Services LLC12,053$412 03/31/2024
     PFEB12,053$412 03/31/2024
BCJ Capital Management LLC12,458$407 12/31/2023
     PFEB12,458$407 12/31/2023
Benchmark Investment Advisors LLC12,458$407 12/31/2023
     PFEB12,458$407 12/31/2023
SILVER OAK SECURITIES Inc12,398$405 12/31/2023
     PFEB12,398$405 12/31/2023
Financial Network Wealth Advisors LLC11,525$376 12/31/2023
     PFEB11,525$376 12/31/2023
Cypress Financial Planning LLC10,777$368 03/31/2024
     PFEB10,777$368 03/31/2024
SRS Capital Advisors Inc.10,877$355 12/31/2023
     PFEB10,877$355 12/31/2023
Outlook Wealth Advisors LLC10,340$353 03/31/2024
     PFEB10,340$353 03/31/2024
Creative Planning10,382$339 12/31/2023
     PFEB10,382$339 12/31/2023
Pillar Wealth Advisors LLC10,287$336 12/31/2023
     PFEB10,287$336 12/31/2023
Thoroughbred Financial Services LLC10,000$326 12/31/2023
     PFEB10,000$326 12/31/2023
Harbour Investments Inc.9,498$310 12/31/2023
     PFEB9,498$310 12/31/2023
National Asset Management Inc.9,399$307 12/31/2023
     PFEB9,399$307 12/31/2023
Valmark Advisers Inc.9,138$298 12/31/2023
     PFEB9,138$298 12/31/2023
Orion Portfolio Solutions LLC8,552$280 12/31/2023
     PFEB8,552$280 12/31/2023
Sunbelt Securities Inc.8,047$275 03/31/2024
     PFEB8,047$275 03/31/2024
Two Sigma Securities LLC8,431$275 12/31/2023
     PFEB8,431$275 12/31/2023
Brown Wealth Management LLC8,194$268 12/31/2023
     PFEB8,194$268 12/31/2023
Fragasso Group Inc.7,688$263 03/31/2024
     PFEB7,688$263 03/31/2024
Mutual Advisors LLC7,902$258 12/31/2023
     PFEB7,902$258 12/31/2023
Catalina Capital Group LLC7,350$240 12/31/2023
     PFEB7,350$240 12/31/2023
Global Trust Asset Management LLC7,000$239 03/31/2024
     PFEB7,000$239 03/31/2024
Nations Financial Group Inc. IA ADV6,960$238 03/31/2024
     PFEB6,960$238 03/31/2024
WealthPlan Investment Management LLC7,297$238 12/31/2023
     PFEB7,297$238 12/31/2023
O Connor Financial Group LLC6,937$237 03/31/2024
     PFEB6,937$237 03/31/2024
Dynamic Advisor Solutions LLC6,663$228 03/31/2024
     PFEB6,663$228 03/31/2024
Foundations Investment Advisors LLC6,769$225 12/31/2023
     PFEB6,769$225 12/31/2023
John W. Brooker & Co. CPAs6,350$217 03/31/2024
     PFEB6,350$217 03/31/2024
Madison Wealth Partners Inc6,185$211 03/31/2024
     PFEB6,185$211 03/31/2024
Soltis Investment Advisors LLC5,992$205 03/31/2024
     PFEB5,992$205 03/31/2024
Milestone Asset Management LLC5,944$203 03/31/2024
     PFEB5,944$203 03/31/2024
InterOcean Capital Group LLC6,230$203 12/31/2023
     PFEB6,230$203 12/31/2023
Hazlett Burt & Watson Inc.4,365$149 03/31/2024
     PFEB4,365$149 03/31/2024
Castleview Partners LLC4,436$145 12/31/2023
     PFEB4,436$145 12/31/2023
IFP Advisors Inc4,335$142 12/31/2023
     PFEB4,335$142 12/31/2023
AdvisorNet Financial Inc4,029$138 03/31/2024
     PFEB4,029$138 03/31/2024
Royal Bank of Canada3,957$129 12/31/2023
     PFEB3,957$129 12/31/2023
Creative Financial Designs Inc. ADV3,500$114 12/31/2023
     PFEB3,500$114 12/31/2023
UBS Group AG2,285$75 12/31/2023
     PFEB2,285$75 12/31/2023
Wagner Wealth Management LLC2,000$68 03/31/2024
     PFEB2,000$68 03/31/2024
Morgan Stanley1,145$37 12/31/2023
     PFEB1,145$37 12/31/2023
City Holding Co.700$24 03/31/2024
     PFEB700$24 03/31/2024
Bank of Montreal Can500$16 12/31/2023
     PFEB500$16 12/31/2023
NBC Securities Inc.450$15 03/31/2024
     PFEB450$15 03/31/2024
Optimum Investment Advisors250$9 03/31/2024
     PFEB250$9 03/31/2024
Baystate Wealth Management LLC259$8 12/31/2023
     PFEB259$8 12/31/2023
Capital Investment Advisory Services LLC30$1 03/31/2024
     PFEB30$1 03/31/2024
Larson Financial Group LLC19$1 12/31/2023
     PFEB19$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFEB0$0 12/31/2023

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

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