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Funds Holding PFFV

On this page, we present all of the funds holding PFFV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFFV, with a link to that fund's top holdings. The next columns indicate the amount of PFFV stock held by each of the funds holding PFFV, followed by the PFFV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 60 funds holding PFFV 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 PFFV), click the fund name in the "Holder" column of the funds-holding-PFFV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley526,822$12,201 12/31/2023
     PFFV526,822$12,201 12/31/2023
Envestnet Asset Management Inc.336,074$7,783 12/31/2023
     PFFV336,074$7,783 12/31/2023
Janney Montgomery Scott LLC301,074$6,973 12/31/2023
     PFFV301,074$6,973 12/31/2023
Bedel Financial Consulting Inc.254,813$5,901 12/31/2023
     PFFV254,813$5,901 12/31/2023
Cetera Investment Advisers232,924$5,395 12/31/2023
     PFFV232,924$5,395 12/31/2023
LPL Financial LLC145,443$3,368 12/31/2023
     PFFV145,443$3,368 12/31/2023
Investment Partners Asset Management Inc.133,654$3,165 03/31/2024
     PFFV133,654$3,165 03/31/2024
Princeton Global Asset Management LLC89,340$2,069 12/31/2023
     PFFV89,340$2,069 12/31/2023
Creative Planning78,042$1,807 12/31/2023
     PFFV78,042$1,807 12/31/2023
Seed Wealth Management Inc.59,055$1,398 03/31/2024
     PFFV59,055$1,398 03/31/2024
Truist Financial Corp53,622$1,242 12/31/2023
     PFFV53,622$1,242 12/31/2023
Ausdal Financial Partners Inc.52,037$1,232 03/31/2024
     PFFV52,037$1,232 03/31/2024
Rockefeller Capital Management L.P.45,799$1,061 12/31/2023
     PFFV45,799$1,061 12/31/2023
Castle Rock Wealth Management LLC37,396$868 12/31/2023
     PFFV37,396$868 12/31/2023
Prospera Financial Services Inc33,443$775 12/31/2023
     PFFV33,443$775 12/31/2023
Cetera Advisor Networks LLC32,098$743 12/31/2023
     PFFV32,098$743 12/31/2023
Beacon Financial Group27,910$646 12/31/2023
     PFFV27,910$646 12/31/2023
Comerica Bank26,390$611 12/31/2023
     PFFV26,390$611 12/31/2023
Paulson Wealth Management Inc.24,687$572 12/31/2023
     PFFV24,687$572 12/31/2023
Walter & Keenan Financial Consulting Co. MI ADV23,707$549 12/31/2023
     PFFV23,707$549 12/31/2023
CI Private Wealth LLC23,521$545 12/31/2023
     PFFV23,521$545 12/31/2023
Coulter & Justus Financial Services LLC19,565$453 12/31/2023
     PFFV19,565$453 12/31/2023
Advisor Group Holdings Inc.18,718$433 12/31/2023
     PFFV18,718$433 12/31/2023
US Bancorp DE17,065$395 12/31/2023
     PFFV17,065$395 12/31/2023
Texas Yale Capital Corp.16,268$377 12/31/2023
     PFFV16,268$377 12/31/2023
Perennial Investment Advisors LLC12,295$285 12/31/2023
     PFFV12,295$285 12/31/2023
Ironsides Asset Advisors LLC12,206$283 12/31/2023
     PFFV12,206$283 12/31/2023
Joseph P. Lucia & Associates LLC11,077$257 12/31/2023
     PFFV11,077$257 12/31/2023
Acorn Wealth Advisors LLC10,758$249 12/31/2023
     PFFV10,758$249 12/31/2023
Bank of America Corp DE10,321$239 12/31/2023
     PFFV10,321$239 12/31/2023
Firestone Capital Management10,138$235 12/31/2023
     PFFV10,138$235 12/31/2023
MML Investors Services LLC9,748$226 12/31/2023
     PFFV9,748$226 12/31/2023
Jane Street Group LLC9,574$222 12/31/2023
     PFFV9,574$222 12/31/2023
Kestra Advisory Services LLC9,413$218 12/31/2023
     PFFV9,413$218 12/31/2023
GSB Wealth Management LLC9,300$215 12/31/2023
     PFFV9,300$215 12/31/2023
Hennion & Walsh Asset Management Inc.8,821$209 03/31/2024
     PFFV8,821$209 03/31/2024
Cetera Advisors LLC8,996$208 12/31/2023
     PFFV8,996$208 12/31/2023
Private Advisor Group LLC8,988$208 12/31/2023
     PFFV8,988$208 12/31/2023
Stratos Wealth Partners LTD.8,639$205 03/31/2024
     PFFV8,639$205 03/31/2024
Harbour Investments Inc.7,910$183 12/31/2023
     PFFV7,910$183 12/31/2023
CWM LLC7,478$177 03/31/2024
     PFFV7,478$177 03/31/2024
GeoWealth Management LLC7,225$168 12/31/2023
     PFFV7,225$168 12/31/2023
UBS Group AG5,276$122 12/31/2023
     PFFV5,276$122 12/31/2023
GWM Advisors LLC4,639$107 12/31/2023
     PFFV4,639$107 12/31/2023
Evermay Wealth Management LLC4,500$104 12/31/2023
     PFFV4,500$104 12/31/2023
Gradient Investments LLC3,911$91 12/31/2023
     PFFV3,911$91 12/31/2023
Private Trust Co. NA3,413$79 12/31/2023
     PFFV3,413$79 12/31/2023
JPMorgan Chase & Co.3,023$70 12/31/2023
     PFFV3,023$70 12/31/2023
Advisory Services Network LLC2,350$54 12/31/2023
     PFFV2,350$54 12/31/2023
Creative Financial Designs Inc. ADV1,651$38 12/31/2023
     PFFV1,651$38 12/31/2023
Wells Fargo & Company MN1,000$23 12/31/2023
     PFFV1,000$23 12/31/2023
Global Retirement Partners LLC899$21 12/31/2023
     PFFV899$21 12/31/2023
Franklin Resources Inc.885$20 12/31/2023
     PFFV885$20 12/31/2023
First Horizon Advisors Inc.468$11 12/31/2023
     PFFV468$11 12/31/2023
Aptus Capital Advisors LLC484$11 12/31/2023
     PFFV484$11 12/31/2023
Spire Wealth Management300$7 12/31/2023
     PFFV300$7 12/31/2023
Sunbelt Securities Inc.123$3 03/31/2024
     PFFV123$3 03/31/2024
Sound Income Strategies LLC42$1 03/31/2024
     PFFV42$1 03/31/2024
Farther Finance Advisors LLC45$1 12/31/2023
     PFFV45$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFFV0$0 12/31/2023
Royal Bank of Canada21$0 12/31/2023
     PFFV21$0 12/31/2023

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

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