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Institutional Holders of PTBD

There is a long list of 60 institutional holders of PTBD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PTBD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PTBD table below, the initial column indicates the name of each top institutional holder of PTBD, with a link to that fund's top holdings. The next columns indicate the amount of PTBD stock held by each of the institutional holders of PTBD, followed by the PTBD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Wells Fargo & Company MN262,433$5,372 12/31/2023
     PTBD262,433$5,372 12/31/2023
Raymond James Financial Services Advisors Inc.254,792$5,196 03/31/2024
     PTBD254,792$5,196 03/31/2024
ODonnell Financial Services LLC249,744$5,094 03/31/2024
     PTBD249,744$5,094 03/31/2024
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. ADV196,453$4,007 03/31/2024
     PTBD196,453$4,007 03/31/2024
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
Wealth Enhancement Advisory Services LLC146,156$2,981 03/31/2024
     PTBD146,156$2,981 03/31/2024
Raymond James & Associates144,479$2,947 03/31/2024
     PTBD144,479$2,947 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.100,665$2,053 03/31/2024
     PTBD100,665$2,053 03/31/2024
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
LaSalle St. Investment Advisors LLC65,502$1,341 12/31/2023
     PTBD65,502$1,341 12/31/2023
Cambridge Investment Research Advisors Inc.52,427$1,069 03/31/2024
     PTBD52,427$1,069 03/31/2024
Commonwealth Equity Services LLC47,228$963 03/31/2024
     PTBD47,228$963 03/31/2024
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
Private Advisor Group LLC37,487$765 03/31/2024
     PTBD37,487$765 03/31/2024
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
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
J.W. Cole Advisors Inc.24,993$510 03/31/2024
     PTBD24,993$510 03/31/2024
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 LLC10,983$224 03/31/2024
     PTBD10,983$224 03/31/2024
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 Inc3,828$78 03/31/2024
     PTBD3,828$78 03/31/2024
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$66 03/31/2024
     PTBD3,223$66 03/31/2024
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

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

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