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Funds Holding POTX

On this page, we present all of the funds holding POTX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding POTX, with a link to that fund's top holdings. The next columns indicate the amount of POTX stock held by each of the funds holding POTX, followed by the POTX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding POTX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mirae Asset Global Investments Co. Ltd.. For more details on the positions held by Mirae Asset Global Investments Co. Ltd. (or by any of the other funds holding POTX), click the fund name in the "Holder" column of the funds-holding-POTX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Mirae Asset Global Investments Co. Ltd.511,719$2,988 12/31/2023
     POTX511,719$2,988 12/31/2023
Weitzel Financial Services Inc.400,000$2,064 03/31/2024
     POTX400,000$2,064 03/31/2024
Commonwealth Equity Services LLC62,490$365 12/31/2023
     POTX62,490$365 12/31/2023
Jane Street Group LLC42,316$247 12/31/2023
     POTX42,316$247 12/31/2023
OLD Mission Capital LLC33,022$193 12/31/2023
     POTX33,022$193 12/31/2023
Colony Group LLC29,135$170 12/31/2023
     POTX29,135$170 12/31/2023
Susquehanna International Group LLP26,017$152 12/31/2023
     POTX26,017$152 12/31/2023
Cetera Investment Advisers21,952$128 12/31/2023
     POTX21,952$128 12/31/2023
Envestnet Asset Management Inc.21,564$126 12/31/2023
     POTX21,564$126 12/31/2023
LPL Financial LLC11,063$65 12/31/2023
     POTX11,063$65 12/31/2023
Advisor Group Holdings Inc.5,307$31 12/31/2023
     POTX5,307$31 12/31/2023
GWM Advisors LLC2,749$16 12/31/2023
     POTX2,749$16 12/31/2023
Citadel Advisors LLC $15 12/31/2023
     Put4,500$26 12/31/2023
     POTX3,797$22 12/31/2023
     Call3,300$19 12/31/2023
Morgan Stanley1,007$6 12/31/2023
     POTX1,007$6 12/31/2023
Tradition Wealth Management LLC1,000$6 12/31/2023
     POTX1,000$6 12/31/2023
The PNC Financial Services Group Inc.160$1 12/31/2023
     POTX160$1 12/31/2023
Tower Research Capital LLC TRC 216$1 12/31/2023
     POTX216$1 12/31/2023
Advisory Services Network LLC125$1 12/31/2023
     POTX125$1 12/31/2023
First Horizon Advisors Inc.125$1 12/31/2023
     POTX125$1 12/31/2023
Compagnie Lombard Odier SCmA116$1 12/31/2023
     POTX116$1 12/31/2023
Quadrant Capital Group LLC135$1 12/31/2023
     POTX135$1 12/31/2023
Founders Financial Alliance LLC161$1 12/31/2023
     POTX161$1 12/31/2023
ICA Group Wealth Management LLC150$1 12/31/2023
     POTX150$1 12/31/2023
FMR LLC22$0 12/31/2023
     POTX22$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     POTX0$0 12/31/2023
Royal Bank of Canada1$0 12/31/2023
     POTX1$0 12/31/2023
Northwestern Mutual Wealth Management Co.44$0 12/31/2023
     POTX44$0 12/31/2023
Riggs Asset Managment Co. Inc.52$0 12/31/2023
     POTX52$0 12/31/2023
UBS Group AG33$0 12/31/2023
     POTX33$0 12/31/2023
Jamison Private Wealth Management Inc.16$0 12/31/2023
     POTX16$0 12/31/2023

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

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