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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.
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 | Wells Fargo & Company MN | 262,433 | $5,372 | 12/31/2023 | PTBD | 262,433 | $5,372 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 254,792 | $5,196 | 03/31/2024 | PTBD | 254,792 | $5,196 | 03/31/2024 | ODonnell Financial Services LLC | 249,744 | $5,094 | 03/31/2024 | PTBD | 249,744 | $5,094 | 03/31/2024 | 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 | 196,453 | $4,007 | 03/31/2024 | PTBD | 196,453 | $4,007 | 03/31/2024 | 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 | Wealth Enhancement Advisory Services LLC | 146,156 | $2,981 | 03/31/2024 | PTBD | 146,156 | $2,981 | 03/31/2024 | Raymond James & Associates | 144,479 | $2,947 | 03/31/2024 | PTBD | 144,479 | $2,947 | 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. | 100,665 | $2,053 | 03/31/2024 | PTBD | 100,665 | $2,053 | 03/31/2024 | 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 | 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. | 52,427 | $1,069 | 03/31/2024 | PTBD | 52,427 | $1,069 | 03/31/2024 | Commonwealth Equity Services LLC | 47,228 | $963 | 03/31/2024 | PTBD | 47,228 | $963 | 03/31/2024 | 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 | Private Advisor Group LLC | 37,487 | $765 | 03/31/2024 | PTBD | 37,487 | $765 | 03/31/2024 | 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 | 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 | J.W. Cole Advisors Inc. | 24,993 | $510 | 03/31/2024 | PTBD | 24,993 | $510 | 03/31/2024 | 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 | 10,983 | $224 | 03/31/2024 | PTBD | 10,983 | $224 | 03/31/2024 | 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 | 3,828 | $78 | 03/31/2024 | PTBD | 3,828 | $78 | 03/31/2024 | 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 | $66 | 03/31/2024 | PTBD | 3,223 | $66 | 03/31/2024 | 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 |
See All: Funds Holding PTBD
See Details: Top 10 Hedge Funds Holding PTBD
Also See: PTBD Holdings Changes
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