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Funds Holding PFLD

On this page, we present all of the funds holding PFLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFLD, with a link to that fund's top holdings. The next columns indicate the amount of PFLD stock held by each of the funds holding PFLD, followed by the PFLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 49 funds holding PFLD 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 PFLD), click the fund name in the "Holder" column of the funds-holding-PFLD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,260,941$47,231 12/31/2023
     PFLD2,260,941$47,231 12/31/2023
LPL Financial LLC565,694$11,817 12/31/2023
     PFLD565,694$11,817 12/31/2023
Rainey & Randall Investment Management Inc.554,488$11,794 03/31/2024
     PFLD554,488$11,794 03/31/2024
Stifel Financial Corp293,198$6,125 12/31/2023
     PFLD293,198$6,125 12/31/2023
Sawtooth Solutions LLC251,248$5,249 12/31/2023
     PFLD251,248$5,249 12/31/2023
Bleakley Financial Group LLC251,248$5,249 12/31/2023
     PFLD251,248$5,249 12/31/2023
Cetera Advisor Networks LLC249,907$5,221 12/31/2023
     PFLD249,907$5,221 12/31/2023
Simplicity Wealth LLC237,944$5,033 03/31/2024
     PFLD237,944$5,033 03/31/2024
Sound Income Strategies LLC236,729$5,007 03/31/2024
     PFLD236,729$5,007 03/31/2024
Jaffetilchin Investment Partners LLC234,493$4,899 12/31/2023
     PFLD234,493$4,899 12/31/2023
AllSquare Wealth Management LLC218,312$4,561 12/31/2023
     PFLD218,312$4,561 12/31/2023
Cambridge Investment Research Advisors Inc.190,793$4,035 03/31/2024
     PFLD190,793$4,035 03/31/2024
Advisor Group Holdings Inc.183,079$3,825 12/31/2023
     PFLD183,079$3,825 12/31/2023
Raymond James & Associates155,178$3,282 03/31/2024
     PFLD155,178$3,282 03/31/2024
Captrust Financial Advisors139,624$2,917 12/31/2023
     PFLD139,624$2,917 12/31/2023
Avantax Advisory Services Inc.102,643$2,144 12/31/2023
     PFLD102,643$2,144 12/31/2023
Webster Bank N. A.99,457$2,104 03/31/2024
     PFLD99,457$2,104 03/31/2024
MML Investors Services LLC82,826$1,730 12/31/2023
     PFLD82,826$1,730 12/31/2023
Janney Montgomery Scott LLC71,491$1,493 12/31/2023
     PFLD71,491$1,493 12/31/2023
Key Client Fiduciary Advisors LLC56,548$1,196 03/31/2024
     PFLD56,548$1,196 03/31/2024
Kestra Advisory Services LLC54,342$1,135 12/31/2023
     PFLD54,342$1,135 12/31/2023
Raymond James Financial Services Advisors Inc.43,288$916 03/31/2024
     PFLD43,288$916 03/31/2024
Royal Bank of Canada31,393$656 12/31/2023
     PFLD31,393$656 12/31/2023
CSM Advisors LLC25,000$523 12/31/2023
     PFLD25,000$523 12/31/2023
Commonwealth Equity Services LLC19,350$404 12/31/2023
     PFLD19,350$404 12/31/2023
Susquehanna International Group LLP17,637$368 12/31/2023
     PFLD17,637$368 12/31/2023
Envestnet Asset Management Inc.16,997$355 12/31/2023
     PFLD16,997$355 12/31/2023
Wedbush Securities Inc.13,547$283 12/31/2023
     PFLD13,547$283 12/31/2023
Eudaimonia Partners LLC12,300$260 03/31/2024
     PFLD12,300$260 03/31/2024
Lincoln National Corp10,782$225 12/31/2023
     PFLD10,782$225 12/31/2023
Ameritas Advisory Services LLC10,609$225 12/31/2023
     PFLD10,609$225 12/31/2023
IFG Advisory LLC10,627$222 12/31/2023
     PFLD10,627$222 12/31/2023
Advisory Services Network LLC10,296$215 12/31/2023
     PFLD10,296$215 12/31/2023
Comerica Bank8,364$175 12/31/2023
     PFLD8,364$175 12/31/2023
Steward Partners Investment Advisory LLC7,999$167 12/31/2023
     PFLD7,999$167 12/31/2023
Coastal Investment Advisors Inc.6,970$147 03/31/2024
     PFLD6,970$147 03/31/2024
Hexagon Capital Partners LLC5,260$111 03/31/2024
     PFLD5,260$111 03/31/2024
The PNC Financial Services Group Inc.4,000$84 12/31/2023
     PFLD4,000$84 12/31/2023
Private Trust Co. NA3,700$78 03/31/2024
     PFLD3,700$78 03/31/2024
Principal Securities Inc.2,672$56 12/31/2023
     PFLD2,672$56 12/31/2023
Retirement Group LLC1,195$25 12/31/2023
     PFLD1,195$25 12/31/2023
GWM Advisors LLC377$8 12/31/2023
     PFLD377$8 12/31/2023
UBS Group AG167$3 12/31/2023
     PFLD167$3 12/31/2023
Atwood & Palmer Inc.100$2 03/31/2024
     PFLD100$2 03/31/2024
Northwestern Mutual Wealth Management Co.57$1 12/31/2023
     PFLD57$1 12/31/2023
Ronald Blue Trust Inc.25$1 12/31/2023
     PFLD25$1 12/31/2023
JPMorgan Chase & Co.8$0 12/31/2023
     PFLD8$0 12/31/2023
FMR LLC1$0 12/31/2023
     PFLD1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFLD0$0 12/31/2023
Frazier Financial Advisors LLC1$0 12/31/2023
     PFLD1$0 12/31/2023

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

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