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Funds Holding PTBD

On this page, we present all of the funds holding PTBD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTBD, with a link to that fund's top holdings. The next columns indicate the amount of PTBD stock held by each of the funds holding PTBD, followed by the PTBD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 58 funds holding PTBD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Csenge Advisory Group. For more details on the positions held by Csenge Advisory Group (or by any of the other funds holding PTBD), click the fund name in the "Holder" column of the funds-holding-PTBD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Csenge Advisory Group595,698$12,194 12/31/2023
     PTBD595,698$12,194 12/31/2023
LPL Financial LLC574,819$11,767 12/31/2023
     PTBD574,819$11,767 12/31/2023
Pacer Advisors Inc.504,620$10,330 12/31/2023
     PTBD504,620$10,330 12/31/2023
Jane Street Group LLC447,388$9,158 12/31/2023
     PTBD447,388$9,158 12/31/2023
Advisor Group Holdings Inc.335,675$6,871 12/31/2023
     PTBD335,675$6,871 12/31/2023
Raymond James Financial Services Advisors Inc.269,744$5,522 12/31/2023
     PTBD269,744$5,522 12/31/2023
Wells Fargo & Company MN262,433$5,372 12/31/2023
     PTBD262,433$5,372 12/31/2023
ODonnell Financial Services LLC231,899$4,747 12/31/2023
     PTBD231,899$4,747 12/31/2023
Kestra Advisory Services LLC231,363$4,736 12/31/2023
     PTBD231,363$4,736 12/31/2023
Morgan Stanley213,557$4,372 12/31/2023
     PTBD213,557$4,372 12/31/2023
Atria Investments LLC206,861$4,234 12/31/2023
     PTBD206,861$4,234 12/31/2023
Creative Financial Designs Inc. ADV185,042$3,788 12/31/2023
     PTBD185,042$3,788 12/31/2023
Magnolia Capital Advisors LLC172,015$3,510 12/31/2023
     PTBD172,015$3,510 12/31/2023
Avantax Advisory Services Inc.168,833$3,456 12/31/2023
     PTBD168,833$3,456 12/31/2023
Raymond James & Associates158,443$3,243 12/31/2023
     PTBD158,443$3,243 12/31/2023
Wealth Enhancement Advisory Services LLC146,156$2,981 03/31/2024
     PTBD146,156$2,981 03/31/2024
GWM Advisors LLC139,908$2,858 12/31/2023
     PTBD139,908$2,858 12/31/2023
Envestnet Asset Management Inc.115,142$2,357 12/31/2023
     PTBD115,142$2,357 12/31/2023
Clarus Group Inc.107,779$2,206 12/31/2023
     PTBD107,779$2,206 12/31/2023
Royal Bank of Canada87,624$1,793 12/31/2023
     PTBD87,624$1,793 12/31/2023
ORG Partners LLC67,720$1,386 12/31/2023
     PTBD67,720$1,386 12/31/2023
Commonwealth Equity Services LLC67,518$1,382 12/31/2023
     PTBD67,518$1,382 12/31/2023
LaSalle St. Investment Advisors LLC65,502$1,341 12/31/2023
     PTBD65,502$1,341 12/31/2023
Cambridge Investment Research Advisors Inc.53,979$1,105 12/31/2023
     PTBD53,979$1,105 12/31/2023
Citadel Advisors LLC46,242$947 12/31/2023
     PTBD46,242$947 12/31/2023
PFG Advisors45,852$939 12/31/2023
     PTBD45,852$939 12/31/2023
Cetera Advisors LLC43,654$894 12/31/2023
     PTBD43,654$894 12/31/2023
Imprint Wealth LLC32,665$674 12/31/2023
     PTBD32,665$674 12/31/2023
Stratos Wealth Partners LTD.32,872$670 03/31/2024
     PTBD32,872$670 03/31/2024
J.W. Cole Advisors Inc.32,064$656 12/31/2023
     PTBD32,064$656 12/31/2023
Stifel Financial Corp31,730$650 12/31/2023
     PTBD31,730$650 12/31/2023
Intrepid Financial Planning Group LLC29,746$609 12/31/2023
     PTBD29,746$609 12/31/2023
Cetera Advisor Networks LLC25,360$519 12/31/2023
     PTBD25,360$519 12/31/2023
Equitable Holdings Inc.20,759$425 12/31/2023
     PTBD20,759$425 12/31/2023
Harbour Investments Inc.17,911$367 12/31/2023
     PTBD17,911$367 12/31/2023
Axxcess Wealth Management LLC16,320$334 12/31/2023
     PTBD16,320$334 12/31/2023
Burford Brothers Inc.16,664$331 12/31/2023
     PTBD16,664$331 12/31/2023
Capital Asset Advisory Services LLC14,280$289 03/31/2024
     PTBD14,280$289 03/31/2024
MML Investors Services LLC13,829$283 12/31/2023
     PTBD13,829$283 12/31/2023
Truist Financial Corp11,439$234 12/31/2023
     PTBD11,439$234 12/31/2023
WealthBridge Capital Management LLC10,755$220 12/31/2023
     PTBD10,755$220 12/31/2023
Gallagher Fiduciary Advisors LLC10,456$214 12/31/2023
     PTBD10,456$214 12/31/2023
Atria Wealth Solutions Inc.9,943$205 12/31/2023
     PTBD9,943$205 12/31/2023
Financial Perspectives Inc3,772$77 12/31/2023
     PTBD3,772$77 12/31/2023
Steward Partners Investment Advisory LLC3,730$76 12/31/2023
     PTBD3,730$76 12/31/2023
Geneos Wealth Management Inc.3,649$75 12/31/2023
     PTBD3,649$75 12/31/2023
WealthShield Partners LLC3,223$67 12/31/2023
     PTBD3,223$67 12/31/2023
Bank of Montreal Can3,071$64 12/31/2023
     PTBD3,071$64 12/31/2023
Aptus Capital Advisors LLC2,155$44 12/31/2023
     PTBD2,155$44 12/31/2023
Guardian Wealth Advisors LLC NC2,155$44 12/31/2023
     PTBD2,155$44 12/31/2023
Creekmur Asset Management LLC1,807$37 12/31/2023
     PTBD1,807$37 12/31/2023
Global Retirement Partners LLC1,451$30 12/31/2023
     PTBD1,451$30 12/31/2023
Coppell Advisory Solutions LLC1,455$30 12/31/2023
     PTBD1,455$30 12/31/2023
Sound Financial Strategies Group LLC1,113$23 12/31/2023
     PTBD1,113$23 12/31/2023
FMR LLC $19 12/31/2023
     INDUSTRIAL RELET446$19 12/31/2023
     PTBD1$0 12/31/2023
UBS Group AG845$17 12/31/2023
     PTBD845$17 12/31/2023
AlphaCore Capital LLC71$1 12/31/2023
     PTBD71$1 12/31/2023
JPMorgan Chase & Co.4$0 12/31/2023
     PTBD4$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PTBD0$0 12/31/2023

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

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