On this page, we present all of the funds holding PTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTY, with a link to that fund's top holdings. The next columns indicate the amount of PTY stock held by each of the funds holding PTY, followed by the PTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 160 funds holding PTY 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 PTY), click the fund name in the "Holder" column of the funds-holding-PTY table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Morgan Stanley	1,866,460	$24,712	12/31/2023
PTY	1,866,460	$24,712	12/31/2023
LPL Financial LLC	1,708,285	$22,618	12/31/2023
PTY	1,708,285	$22,618	12/31/2023
XML Financial LLC	1,103,619	$14,612	12/31/2023
PTY	1,103,619	$14,612	12/31/2023
Commonwealth Equity Services LLC	916,373	$12,133	12/31/2023
PTY	916,373	$12,133	12/31/2023
Penserra Capital Management LLC	893,271	$11,826	12/31/2023
PTY	893,271	$11,826	12/31/2023
Advisor Group Holdings Inc.	593,307	$7,856	12/31/2023
PTY	593,307	$7,856	12/31/2023
Northwestern Mutual Wealth Management Co.	545,200	$7,218	12/31/2023
PTY	545,200	$7,218	12/31/2023
Raymond James Financial Services Advisors Inc.	459,455	$6,083	12/31/2023
PTY	459,455	$6,083	12/31/2023
Cetera Advisor Networks LLC	385,532	$5,104	12/31/2023
PTY	385,532	$5,104	12/31/2023
Proequities Inc.	374,921	$5,006	12/31/2023
PTY	374,921	$5,006	12/31/2023
Cambridge Investment Research Advisors Inc.	367,766	$4,869	12/31/2023
PTY	367,766	$4,869	12/31/2023
Private Advisor Group LLC	326,392	$4,321	12/31/2023
PTY	326,392	$4,321	12/31/2023
Cetera Investment Advisers	303,767	$4,022	12/31/2023
PTY	303,767	$4,022	12/31/2023
SYM FINANCIAL Corp	294,137	$3,894	12/31/2023
PTY	294,137	$3,894	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	264,500	$3,502	12/31/2023
PTY	264,500	$3,502	12/31/2023
Evergreen Wealth Management LLC	261,606	$3,464	12/31/2023
PTY	261,606	$3,464	12/31/2023
Envestnet Asset Management Inc.	257,263	$3,406	12/31/2023
PTY	257,263	$3,406	12/31/2023
Accel Wealth Management	255,580	$3,384	12/31/2023
PTY	255,580	$3,384	12/31/2023
Royal Bank of Canada	248,116	$3,285	12/31/2023
PTY	248,116	$3,285	12/31/2023
Bank of America Corp DE	219,539	$2,907	12/31/2023
PTY	219,539	$2,907	12/31/2023
Dynamic Advisor Solutions LLC	194,680	$2,895	03/31/2024
PTY	194,680	$2,895	03/31/2024
Cahill Financial Advisors Inc.	186,036	$2,463	12/31/2023
PTY	186,036	$2,463	12/31/2023
Golden State Equity Partners	175,288	$2,321	12/31/2023
PTY	175,288	$2,321	12/31/2023
Kestra Advisory Services LLC	169,989	$2,251	12/31/2023
PTY	169,989	$2,251	12/31/2023
Focus Financial Network Inc. ADV	138,911	$1,856	12/31/2023
PTY	138,911	$1,856	12/31/2023
Stifel Financial Corp	134,716	$1,784	12/31/2023
PTY	134,716	$1,784	12/31/2023
Wells Fargo & Company MN	128,355	$1,699	12/31/2023
PTY	128,355	$1,699	12/31/2023
Principal Securities Inc.	116,262	$1,539	12/31/2023
PTY	116,262	$1,539	12/31/2023
MML Investors Services LLC	114,621	$1,518	12/31/2023
PTY	114,621	$1,518	12/31/2023
M&T Bank Corp	95,580	$1,265	12/31/2023
PTY	95,580	$1,265	12/31/2023
Parallel Advisors LLC	93,459	$1,237	12/31/2023
PTY	93,459	$1,237	12/31/2023
Raymond James & Associates	86,823	$1,150	12/31/2023
PTY	86,823	$1,150	12/31/2023
Exencial Wealth Advisors LLC	85,503	$1,132	12/31/2023
PTY	85,503	$1,132	12/31/2023
UBS Group AG	80,576	$1,067	12/31/2023
PTY	80,576	$1,067	12/31/2023
C2C Wealth Management LLC	76,746	$1,012	12/31/2023
PTY	76,746	$1,012	12/31/2023
Cornerstone Wealth Management LLC	69,161	$916	12/31/2023
PTY	69,161	$916	12/31/2023
Samalin Investment Counsel LLC	65,334	$865	12/31/2023
PTY	65,334	$865	12/31/2023
Cornerstone Advisory LLC	64,501	$854	12/31/2023
PTY	64,501	$854	12/31/2023
GWM Advisors LLC	60,623	$813	12/31/2023
PTY	60,623	$813	12/31/2023
Covenant Asset Management LLC	59,285	$785	12/31/2023
PTY	59,285	$785	12/31/2023
Avestar Capital LLC	57,300	$764	12/31/2023
PTY	57,300	$764	12/31/2023
Beacon Pointe Advisors LLC	57,565	$762	12/31/2023
PTY	57,565	$762	12/31/2023
Disciplined Investments LLC	50,000	$744	03/31/2024
PTY	50,000	$744	03/31/2024
Atria Wealth Solutions Inc.	53,224	$711	12/31/2023
PTY	53,224	$711	12/31/2023
Cresta Advisors Ltd.	51,705	$685	12/31/2023
PTY	51,705	$685	12/31/2023
Neuberger Berman Group LLC	50,210	$665	12/31/2023
PTY	50,210	$665	12/31/2023
Truist Financial Corp	48,446	$641	12/31/2023
PTY	48,446	$641	12/31/2023
TFB Advisors LLC	44,792	$593	12/31/2023
PTY	44,792	$593	12/31/2023
Nwam LLC	42,093	$557	12/31/2023
PTY	42,093	$557	12/31/2023
Western Wealth Management LLC	41,399	$548	12/31/2023
PTY	41,399	$548	12/31/2023
The PNC Financial Services Group Inc.	40,647	$538	12/31/2023
PTY	40,647	$538	12/31/2023
All Season Financial Advisors Inc.	35,535	$528	03/31/2024
PTY	35,535	$528	03/31/2024
Janney Montgomery Scott LLC	39,705	$526	12/31/2023
PTY	39,705	$526	12/31/2023
Hollencrest Capital Management	37,987	$503	12/31/2023
PTY	37,987	$503	12/31/2023
Madison Wealth Partners Inc	37,483	$496	12/31/2023
PTY	37,483	$496	12/31/2023
RSM US Wealth Management LLC	36,646	$490	12/31/2023
PTY	36,646	$490	12/31/2023
D.A. Davidson & CO.	36,706	$486	12/31/2023
PTY	36,706	$486	12/31/2023
Semus Wealth Partners LLC	35,926	$476	12/31/2023
PTY	35,926	$476	12/31/2023
Ausdal Financial Partners Inc.	31,772	$472	03/31/2024
PTY	31,772	$472	03/31/2024
Raymond James Trust N.A.	35,645	$472	12/31/2023
PTY	35,645	$472	12/31/2023
Guggenheim Capital LLC	35,089	$465	12/31/2023
PTY	35,089	$465	12/31/2023
Rockefeller Capital Management L.P.	34,634	$459	12/31/2023
PTY	34,634	$459	12/31/2023
HighTower Advisors LLC	33,587	$447	12/31/2023
PTY	33,587	$447	12/31/2023
Verus Capital Partners LLC	32,609	$432	12/31/2023
PTY	32,609	$432	12/31/2023
Sheaff Brock Investment Advisors LLC	31,526	$417	12/31/2023
PTY	31,526	$417	12/31/2023
Dodds Wealth LLC	29,761	$394	12/31/2023
PTY	29,761	$394	12/31/2023
Cetera Advisors LLC	28,137	$373	12/31/2023
PTY	28,137	$373	12/31/2023
Integrity Financial Corp WA	26,019	$344	12/31/2023
PTY	26,019	$344	12/31/2023
Optimum Investment Advisors	22,900	$341	03/31/2024
PTY	22,900	$341	03/31/2024
GHE LLC	25,350	$336	12/31/2023
PTY	25,350	$336	12/31/2023
Centaurus Financial Inc.	21,929	$290	12/31/2023
PTY	21,929	$290	12/31/2023
Comerica Bank	21,898	$290	12/31/2023
PTY	21,898	$290	12/31/2023
GSB Wealth Management LLC	20,148	$267	12/31/2023
PTY	20,148	$267	12/31/2023
Wealth Alliance Advisory Group LLC	17,847	$265	03/31/2024
PTY	17,847	$265	03/31/2024
Elequin Capital LP	19,175	$254	12/31/2023
PTY	19,175	$254	12/31/2023
CIBC World Markets Inc.	18,989	$251	12/31/2023
PTY	18,989	$251	12/31/2023
AE Wealth Management LLC	18,144	$250	12/31/2023
PTY	18,144	$250	12/31/2023
Captrust Financial Advisors	18,800	$249	12/31/2023
PTY	18,800	$249	12/31/2023
Creative Planning	18,720	$248	12/31/2023
PTY	18,720	$248	12/31/2023
Gill Capital Partners LLC	18,686	$247	12/31/2023
PTY	18,686	$247	12/31/2023
Sunbelt Securities Inc.	16,243	$242	03/31/2024
PTY	16,243	$242	03/31/2024
Avantax Advisory Services Inc.	17,576	$233	12/31/2023
PTY	17,576	$233	12/31/2023
Prosperity Wealth Management Inc.	17,608	$233	12/31/2023
PTY	17,608	$233	12/31/2023
Mariner LLC	17,100	$226	12/31/2023
PTY	17,100	$226	12/31/2023
Spire Wealth Management	16,627	$226	12/31/2023
PTY	16,627	$226	12/31/2023
Millennium Management LLC	16,964	$225	12/31/2023
PTY	16,964	$225	12/31/2023
Jefferies Financial Group Inc.	16,710	$221	12/31/2023
PTY	16,710	$221	12/31/2023
BEAM Asset Management LLC	16,435	$218	12/31/2023
PTY	16,435	$218	12/31/2023
SFI Advisors LLC	15,618	$207	12/31/2023
PTY	15,618	$207	12/31/2023
Copperwynd Financial LLC	15,250	$202	12/31/2023
PTY	15,250	$202	12/31/2023
Collaborative Wealth Managment Inc.	15,254	$202	12/31/2023
PTY	15,254	$202	12/31/2023
NBC Securities Inc.	13,107	$194	03/31/2024
PTY	13,107	$194	03/31/2024
IFP Advisors Inc	14,537	$192	12/31/2023
PTY	14,537	$192	12/31/2023
Sigma Planning Corp	14,429	$191	12/31/2023
PTY	14,429	$191	12/31/2023
TD Waterhouse Canada Inc.	14,000	$189	12/31/2023
PTY	14,000	$189	12/31/2023
Harbour Investments Inc.	14,200	$188	12/31/2023
PTY	14,200	$188	12/31/2023
Williams Jones Wealth Management LLC.	14,030	$186	12/31/2023
PTY	14,030	$186	12/31/2023
Rathbone Brothers plc	14,000	$185	12/31/2023
PTY	14,000	$185	12/31/2023
Virtu Financial LLC	13,746	$182	12/31/2023
PTY	13,746	$182	12/31/2023
Strategic Financial Concepts LLC	13,467	$178	12/31/2023
PTY	13,467	$178	12/31/2023
Oarsman Capital Inc.	13,317	$176	12/31/2023
PTY	13,317	$176	12/31/2023
HB Wealth Management LLC	13,290	$176	12/31/2023
PTY	13,290	$176	12/31/2023
Stratos Wealth Partners LTD.	11,601	$173	03/31/2024
PTY	11,601	$173	03/31/2024
Lincoln National Corp	12,792	$169	12/31/2023
PTY	12,792	$169	12/31/2023
TFG Advisers LLC	12,756	$169	12/31/2023
PTY	12,756	$169	12/31/2023
Southland Equity Partners LLC	11,221	$167	03/31/2024
PTY	11,221	$167	03/31/2024
Advisory Services Network LLC	12,462	$165	12/31/2023
PTY	12,462	$165	12/31/2023
Instrumental Wealth LLC	11,994	$165	12/31/2023
PTY	11,994	$165	12/31/2023
Prime Capital Investment Advisors LLC	11,626	$154	12/31/2023
PTY	11,626	$154	12/31/2023
CFO4Life Group LLC	11,305	$150	12/31/2023
PTY	11,305	$150	12/31/2023
Wedbush Securities Inc.	11,259	$149	12/31/2023
PTY	11,259	$149	12/31/2023
Landscape Capital Management L.L.C.	10,904	$144	12/31/2023
PTY	10,904	$144	12/31/2023
Steward Partners Investment Advisory LLC	10,785	$143	12/31/2023
PTY	10,785	$143	12/31/2023
Coastal Investment Advisors Inc.	10,208	$135	12/31/2023
PTY	10,208	$135	12/31/2023
Belpointe Asset Management LLC	10,000	$132	12/31/2023
PTY	10,000	$132	12/31/2023
Main Street Group LTD	9,387	$124	12/31/2023
PTY	9,387	$124	12/31/2023
US Bancorp DE	8,592	$114	12/31/2023
PTY	8,592	$114	12/31/2023
Private Trust Co. NA	8,009	$106	12/31/2023
PTY	8,009	$106	12/31/2023
AlphaMark Advisors LLC	7,904	$105	12/31/2023
PTY	7,904	$105	12/31/2023
Harbor Investment Advisory LLC	6,109	$91	03/31/2024
PTY	6,109	$91	03/31/2024
Bank of New Hampshire	5,860	$87	03/31/2024
PTY	5,860	$87	03/31/2024
Allworth Financial LP	5,000	$66	12/31/2023
PTY	5,000	$66	12/31/2023
CWM LLC	3,577	$53	03/31/2024
PTY	3,577	$53	03/31/2024
FNY Investment Advisers LLC	3,200	$42	12/31/2023
PTY	3,200	$42	12/31/2023
ICA Group Wealth Management LLC	2,847	$38	12/31/2023
PTY	2,847	$38	12/31/2023
Versant Capital Management Inc	2,500	$37	03/31/2024
PTY	2,500	$37	03/31/2024
Global Retirement Partners LLC	2,547	$35	12/31/2023
PTY	2,547	$35	12/31/2023
Webster Bank N. A.	2,200	$33	03/31/2024
PTY	2,200	$33	03/31/2024
Geneos Wealth Management Inc.	2,510	$33	12/31/2023
PTY	2,510	$33	12/31/2023
Northwest Capital Management Inc	2,000	$30	03/31/2024
PTY	2,000	$30	03/31/2024
EverSource Wealth Advisors LLC	2,200	$29	12/31/2023
PTY	2,200	$29	12/31/2023
M&R Capital Management Inc.	1,800	$27	03/31/2024
PTY	1,800	$27	03/31/2024
Bartlett & Co. LLC	2,000	$27	12/31/2023
PTY	2,000	$27	12/31/2023
Bartlett & CO. Wealth Management LLC	2,000	$27	12/31/2023
PTY	2,000	$27	12/31/2023
Truvestments Capital LLC	2,000	$26	12/31/2023
PTY	2,000	$26	12/31/2023
Bogart Wealth LLC	1,600	$21	12/31/2023
PTY	1,600	$21	12/31/2023
Farther Finance Advisors LLC	1,575	$21	12/31/2023
PTY	1,575	$21	12/31/2023
ZRC Wealth Management LLC	1,436	$19	12/31/2023
PTY	1,436	$19	12/31/2023
South State CORP.	1,390	$18	12/31/2023
PTY	1,390	$18	12/31/2023
AllSquare Wealth Management LLC	1,200	$16	12/31/2023
PTY	1,200	$16	12/31/2023
Princeton Global Asset Management LLC	1,065	$14	12/31/2023
PTY	1,065	$14	12/31/2023
Tompkins Financial Corp	850	$13	03/31/2024
PTY	850	$13	03/31/2024
Raleigh Capital Management Inc.	940	$12	12/31/2023
PTY	940	$12	12/31/2023
Moisand Fitzgerald Tamayo LLC	745	$11	03/31/2024
PTY	745	$11	03/31/2024
Heritage Wealth Advisors	820	$11	12/31/2023
PTY	820	$11	12/31/2023
Crewe Advisors LLC	850	$11	12/31/2023
PTY	850	$11	12/31/2023
SOA Wealth Advisors LLC.	700	$10	03/31/2024
PTY	700	$10	03/31/2024
Bessemer Group Inc.	700	$9	12/31/2023
PTY	700	$9	12/31/2023
Focused Wealth Management Inc	593	$8	12/31/2023
PTY	593	$8	12/31/2023
UMB Bank N A MO	500	$7	12/31/2023
PTY	500	$7	12/31/2023
Baystate Wealth Management LLC	504	$7	12/31/2023
PTY	504	$7	12/31/2023
Tradition Wealth Management LLC	547	$7	12/31/2023
PTY	547	$7	12/31/2023
Coston McIsaac & Partners	428	$6	03/31/2024
PTY	428	$6	03/31/2024
Householder Group Estate & Retirement Specialist LLC	232	$3	12/31/2023
PTY	232	$3	12/31/2023
Financial Management Professionals Inc.	142	$2	03/31/2024
PTY	142	$2	03/31/2024
JPMorgan Chase & Co.	169	$2	12/31/2023
PTY	169	$2	12/31/2023
Hoey Investments Inc.	151	$2	12/31/2023
PTY	151	$2	12/31/2023
Beacon Capital Management LLC	185	$2	12/31/2023
PTY	185	$2	12/31/2023
Gradient Investments LLC	86	$1	12/31/2023
PTY	86	$1	12/31/2023
FMR LLC	4	$0	12/31/2023
PTY	4	$0	12/31/2023
Tradewinds Capital Management LLC	11	$0	12/31/2023
PTY	11	$0	12/31/2023