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Institutional Holders of PBTP
HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC683,371$17,132 03/31/2024
     PBTP683,371$17,132 03/31/2024
Stadion Money Management LLC290,972$7,244 12/31/2023
     PBTP290,972$7,244 12/31/2023
Trilogy Capital Inc.141,355$3,544 03/31/2024
     PBTP141,355$3,544 03/31/2024
Flow Traders U.S. LLC119,645$2,979 12/31/2023
     PBTP119,645$2,979 12/31/2023
Beacon Pointe Advisors LLC71,200$1,773 12/31/2023
     PBTP71,200$1,773 12/31/2023
Sowell Financial Services LLC64,330$1,613 03/31/2024
     PBTP64,330$1,613 03/31/2024
Raymond James Financial Services Advisors Inc.47,166$1,182 03/31/2024
     PBTP47,166$1,182 03/31/2024
Citadel Advisors LLC41,604$1,036 12/31/2023
     PBTP41,604$1,036 12/31/2023
Bank of America Corp DE40,162$1,000 12/31/2023
     PBTP40,162$1,000 12/31/2023
Advisor Group Holdings Inc.33,604$842 03/31/2024
     PBTP33,604$842 03/31/2024
Susquehanna International Group LLP33,565$841 03/31/2024
     PBTP33,565$841 03/31/2024
Financial Advocates Investment Management28,890$724 03/31/2024
     PBTP28,890$724 03/31/2024
Equitable Holdings Inc.25,135$626 12/31/2023
     PBTP25,135$626 12/31/2023
Good Life Advisors LLC21,998$551 03/31/2024
     PBTP21,998$551 03/31/2024
Tidemark LLC21,822$543 12/31/2023
     PBTP21,822$543 12/31/2023
Stratos Wealth Partners LTD.20,254$508 03/31/2024
     PBTP20,254$508 03/31/2024
Mariner LLC18,506$461 12/31/2023
     PBTP18,506$461 12/31/2023
Arkadios Wealth Advisors17,222$432 03/31/2024
     PBTP17,222$432 03/31/2024
Kestra Advisory Services LLC15,457$385 12/31/2023
     PBTP15,457$385 12/31/2023
Perennial Investment Advisors LLC13,553$337 12/31/2023
     PBTP13,553$337 12/31/2023
Atria Wealth Solutions Inc.12,890$321 12/31/2023
     PBTP12,890$321 12/31/2023
Private Advisor Group LLC12,389$311 03/31/2024
     PBTP12,389$311 03/31/2024
Destiny Capital Corp CO11,078$278 03/31/2024
     PBTP11,078$278 03/31/2024
Envestnet Portfolio Solutions Inc.8,100$203 03/31/2024
     PBTP8,100$203 03/31/2024
GeoWealth Management LLC1,617$40 12/31/2023
     PBTP1,617$40 12/31/2023
Steward Partners Investment Advisory LLC1,139$28 12/31/2023
     PBTP1,139$28 12/31/2023
ICA Group Wealth Management LLC923$23 12/31/2023
     PBTP923$23 12/31/2023
Global Retirement Partners LLC440$11 03/31/2024
     PBTP440$11 03/31/2024
Key Financial Inc461$11 03/31/2024
     PBTP461$11 03/31/2024
Capital Investment Advisory Services LLC202$5 03/31/2024
     PBTP202$5 03/31/2024
Geneos Wealth Management Inc.125$3 03/31/2024
     PBTP125$3 03/31/2024
Royal Bank of Canada93$2 12/31/2023
     PBTP93$2 12/31/2023
SRS Capital Advisors Inc.53$1 12/31/2023
     PBTP53$1 12/31/2023
JPMorgan Chase & Co.4$0 03/31/2024
     PBTP4$0 03/31/2024
Huntington National Bank1$0 03/31/2024
     PBTP1$0 03/31/2024
Wells Fargo & Company MN1$0 03/31/2024
     PBTP1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     PBTP0$0 03/31/2024

See All: Funds Holding PBTP
See Details: Top 10 Hedge Funds Holding PBTP
Also See: PBTP Holdings Changes

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