|
|
|
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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Csenge Advisory Group | 595,698 | $12,194 | 12/31/2023 | PTBD | 595,698 | $12,194 | 12/31/2023 | LPL Financial LLC | 574,819 | $11,767 | 12/31/2023 | PTBD | 574,819 | $11,767 | 12/31/2023 | Pacer Advisors Inc. | 504,620 | $10,330 | 12/31/2023 | PTBD | 504,620 | $10,330 | 12/31/2023 | Jane Street Group LLC | 447,388 | $9,158 | 12/31/2023 | PTBD | 447,388 | $9,158 | 12/31/2023 | Advisor Group Holdings Inc. | 335,675 | $6,871 | 12/31/2023 | PTBD | 335,675 | $6,871 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 269,744 | $5,522 | 12/31/2023 | PTBD | 269,744 | $5,522 | 12/31/2023 | Wells Fargo & Company MN | 262,433 | $5,372 | 12/31/2023 | PTBD | 262,433 | $5,372 | 12/31/2023 | ODonnell Financial Services LLC | 231,899 | $4,747 | 12/31/2023 | PTBD | 231,899 | $4,747 | 12/31/2023 | Kestra Advisory Services LLC | 231,363 | $4,736 | 12/31/2023 | PTBD | 231,363 | $4,736 | 12/31/2023 | Morgan Stanley | 213,557 | $4,372 | 12/31/2023 | PTBD | 213,557 | $4,372 | 12/31/2023 | Atria Investments LLC | 206,861 | $4,234 | 12/31/2023 | PTBD | 206,861 | $4,234 | 12/31/2023 | Creative Financial Designs Inc. ADV | 185,042 | $3,788 | 12/31/2023 | PTBD | 185,042 | $3,788 | 12/31/2023 | Magnolia Capital Advisors LLC | 172,015 | $3,510 | 12/31/2023 | PTBD | 172,015 | $3,510 | 12/31/2023 | Avantax Advisory Services Inc. | 168,833 | $3,456 | 12/31/2023 | PTBD | 168,833 | $3,456 | 12/31/2023 | Raymond James & Associates | 158,443 | $3,243 | 12/31/2023 | PTBD | 158,443 | $3,243 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 146,156 | $2,981 | 03/31/2024 | PTBD | 146,156 | $2,981 | 03/31/2024 | GWM Advisors LLC | 139,908 | $2,858 | 12/31/2023 | PTBD | 139,908 | $2,858 | 12/31/2023 | Envestnet Asset Management Inc. | 115,142 | $2,357 | 12/31/2023 | PTBD | 115,142 | $2,357 | 12/31/2023 | Clarus Group Inc. | 107,779 | $2,206 | 12/31/2023 | PTBD | 107,779 | $2,206 | 12/31/2023 | Royal Bank of Canada | 87,624 | $1,793 | 12/31/2023 | PTBD | 87,624 | $1,793 | 12/31/2023 | ORG Partners LLC | 67,720 | $1,386 | 12/31/2023 | PTBD | 67,720 | $1,386 | 12/31/2023 | Commonwealth Equity Services LLC | 67,518 | $1,382 | 12/31/2023 | PTBD | 67,518 | $1,382 | 12/31/2023 | LaSalle St. Investment Advisors LLC | 65,502 | $1,341 | 12/31/2023 | PTBD | 65,502 | $1,341 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 53,979 | $1,105 | 12/31/2023 | PTBD | 53,979 | $1,105 | 12/31/2023 | Citadel Advisors LLC | 46,242 | $947 | 12/31/2023 | PTBD | 46,242 | $947 | 12/31/2023 | PFG Advisors | 45,852 | $939 | 12/31/2023 | PTBD | 45,852 | $939 | 12/31/2023 | Cetera Advisors LLC | 43,654 | $894 | 12/31/2023 | PTBD | 43,654 | $894 | 12/31/2023 | Imprint Wealth LLC | 32,665 | $674 | 12/31/2023 | PTBD | 32,665 | $674 | 12/31/2023 | Stratos Wealth Partners LTD. | 32,872 | $670 | 03/31/2024 | PTBD | 32,872 | $670 | 03/31/2024 | J.W. Cole Advisors Inc. | 32,064 | $656 | 12/31/2023 | PTBD | 32,064 | $656 | 12/31/2023 | Stifel Financial Corp | 31,730 | $650 | 12/31/2023 | PTBD | 31,730 | $650 | 12/31/2023 | Intrepid Financial Planning Group LLC | 29,746 | $609 | 12/31/2023 | PTBD | 29,746 | $609 | 12/31/2023 | Cetera Advisor Networks LLC | 25,360 | $519 | 12/31/2023 | PTBD | 25,360 | $519 | 12/31/2023 | Equitable Holdings Inc. | 20,759 | $425 | 12/31/2023 | PTBD | 20,759 | $425 | 12/31/2023 | Harbour Investments Inc. | 17,911 | $367 | 12/31/2023 | PTBD | 17,911 | $367 | 12/31/2023 | Axxcess Wealth Management LLC | 16,320 | $334 | 12/31/2023 | PTBD | 16,320 | $334 | 12/31/2023 | Burford Brothers Inc. | 16,664 | $331 | 12/31/2023 | PTBD | 16,664 | $331 | 12/31/2023 | Capital Asset Advisory Services LLC | 14,280 | $289 | 03/31/2024 | PTBD | 14,280 | $289 | 03/31/2024 | MML Investors Services LLC | 13,829 | $283 | 12/31/2023 | PTBD | 13,829 | $283 | 12/31/2023 | Truist Financial Corp | 11,439 | $234 | 12/31/2023 | PTBD | 11,439 | $234 | 12/31/2023 | WealthBridge Capital Management LLC | 10,755 | $220 | 12/31/2023 | PTBD | 10,755 | $220 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 10,456 | $214 | 12/31/2023 | PTBD | 10,456 | $214 | 12/31/2023 | Atria Wealth Solutions Inc. | 9,943 | $205 | 12/31/2023 | PTBD | 9,943 | $205 | 12/31/2023 | Financial Perspectives Inc | 3,772 | $77 | 12/31/2023 | PTBD | 3,772 | $77 | 12/31/2023 | Steward Partners Investment Advisory LLC | 3,730 | $76 | 12/31/2023 | PTBD | 3,730 | $76 | 12/31/2023 | Geneos Wealth Management Inc. | 3,649 | $75 | 12/31/2023 | PTBD | 3,649 | $75 | 12/31/2023 | WealthShield Partners LLC | 3,223 | $67 | 12/31/2023 | PTBD | 3,223 | $67 | 12/31/2023 | Bank of Montreal Can | 3,071 | $64 | 12/31/2023 | PTBD | 3,071 | $64 | 12/31/2023 | Aptus Capital Advisors LLC | 2,155 | $44 | 12/31/2023 | PTBD | 2,155 | $44 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 2,155 | $44 | 12/31/2023 | PTBD | 2,155 | $44 | 12/31/2023 | Creekmur Asset Management LLC | 1,807 | $37 | 12/31/2023 | PTBD | 1,807 | $37 | 12/31/2023 | Global Retirement Partners LLC | 1,451 | $30 | 12/31/2023 | PTBD | 1,451 | $30 | 12/31/2023 | Coppell Advisory Solutions LLC | 1,455 | $30 | 12/31/2023 | PTBD | 1,455 | $30 | 12/31/2023 | Sound Financial Strategies Group LLC | 1,113 | $23 | 12/31/2023 | PTBD | 1,113 | $23 | 12/31/2023 | FMR LLC | | $19 | 12/31/2023 | INDUSTRIAL RELET | 446 | $19 | 12/31/2023 | PTBD | 1 | $0 | 12/31/2023 | UBS Group AG | 845 | $17 | 12/31/2023 | PTBD | 845 | $17 | 12/31/2023 | AlphaCore Capital LLC | 71 | $1 | 12/31/2023 | PTBD | 71 | $1 | 12/31/2023 | JPMorgan Chase & Co. | 4 | $0 | 12/31/2023 | PTBD | 4 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | PTBD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PTBD
See Details: Top 10 Hedge Funds Holding PTBD
Also See: PTBD Holdings Changes
|
|