HoldingsChannel.com
Funds Holding PBW

On this page, we present all of the funds holding PBW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBW, with a link to that fund's top holdings. The next columns indicate the amount of PBW stock held by each of the funds holding PBW, followed by the PBW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 158 funds holding PBW 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 PBW), click the fund name in the "Holder" column of the funds-holding-PBW table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley693,343$20,606 12/31/2023
     PBW693,343$20,606 12/31/2023
Bank of America Corp DE349,541$10,388 12/31/2023
     PBW349,541$10,388 12/31/2023
Goldman Sachs Group Inc.259,465$7,711 12/31/2023
     PBW259,465$7,711 12/31/2023
LPL Financial LLC223,437$6,641 12/31/2023
     PBW223,437$6,641 12/31/2023
Harel Insurance Investments & Financial Services Ltd.223,249$6,635 12/31/2023
     PBW223,249$6,635 12/31/2023
Credit Suisse AG200,158$5,949 12/31/2023
     PBW200,158$5,949 12/31/2023
Advisor Group Holdings Inc.111,029$3,300 12/31/2023
     PBW111,029$3,300 12/31/2023
Bank Hapoalim BM100,911$2,999 12/31/2023
     PBW100,911$2,999 12/31/2023
Raymond James & Associates96,401$2,865 12/31/2023
     PBW96,401$2,865 12/31/2023
Envestnet Portfolio Solutions Inc.82,793$2,461 12/31/2023
     PBW82,793$2,461 12/31/2023
Raymond James Financial Services Advisors Inc.74,827$2,224 12/31/2023
     PBW74,827$2,224 12/31/2023
Commonwealth Equity Services LLC69,580$2,068 12/31/2023
     PBW69,580$2,068 12/31/2023
Truist Financial Corp65,978$1,961 12/31/2023
     PBW65,978$1,961 12/31/2023
John G Ullman & Associates Inc.63,150$1,877 12/31/2023
     PBW63,150$1,877 12/31/2023
Envestnet Asset Management Inc.60,969$1,812 12/31/2023
     PBW60,969$1,812 12/31/2023
Family Firm Inc.60,022$1,784 12/31/2023
     PBW60,022$1,784 12/31/2023
Sontag Advisory LLC59,341$1,764 12/31/2023
     PBW59,341$1,764 12/31/2023
CX Institutional73,682$1,698 03/31/2024
     PBW73,682$1,698 03/31/2024
Wells Fargo & Company MN51,825$1,540 12/31/2023
     PBW51,825$1,540 12/31/2023
Instrumental Wealth LLC46,458$1,381 12/31/2023
     PBW46,458$1,381 12/31/2023
Gateway Wealth Partners LLC42,922$1,276 12/31/2023
     PBW42,922$1,276 12/31/2023
Cambridge Investment Research Advisors Inc.40,459$1,202 12/31/2023
     PBW40,459$1,202 12/31/2023
Royal Bank of Canada38,536$1,145 12/31/2023
     PBW38,536$1,145 12/31/2023
Tower Research Capital LLC TRC 37,465$1,113 12/31/2023
     PBW37,465$1,113 12/31/2023
Steward Partners Investment Advisory LLC35,376$1,051 12/31/2023
     PBW35,376$1,051 12/31/2023
Ameriprise Financial Inc.35,213$1,047 12/31/2023
     PBW35,213$1,047 12/31/2023
UBS Group AG31,957$950 12/31/2023
     PBW31,957$950 12/31/2023
Citadel Advisors LLC $948 12/31/2023
     PBW47,711$1,418 12/31/2023
     Put18,900$562 12/31/2023
     Call3,100$92 12/31/2023
NTV Asset Management LLC29,898$889 12/31/2023
     PBW29,898$889 12/31/2023
Prelude Capital Management LLC29,274$870 12/31/2023
     PBW29,274$870 12/31/2023
Citigroup Inc.27,722$824 12/31/2023
     PBW27,722$824 12/31/2023
Susquehanna International Group LLP $823 12/31/2023
     Call15,800$470 12/31/2023
     PBW11,887$353 12/31/2023
Moller Financial Services33,575$774 03/31/2024
     PBW33,575$774 03/31/2024
D. E. Shaw & Co. Inc.23,548$700 12/31/2023
     PBW23,548$700 12/31/2023
Balyasny Asset Management LLC22,207$660 12/31/2023
     PBW22,207$660 12/31/2023
Nwam LLC21,256$632 12/31/2023
     PBW21,256$632 12/31/2023
Flow Traders U.S. LLC20,969$623 12/31/2023
     PBW20,969$623 12/31/2023
MML Investors Services LLC20,201$600 12/31/2023
     PBW20,201$600 12/31/2023
Cerity Partners LLC18,365$545 12/31/2023
     PBW18,365$545 12/31/2023
Wealthfront Advisers LLC22,112$510 03/31/2024
     PBW22,112$510 03/31/2024
Total Wealth Planning LLC21,084$486 03/31/2024
     PBW21,084$486 03/31/2024
Stifel Financial Corp15,679$466 12/31/2023
     PBW15,679$466 12/31/2023
EP Wealth Advisors LLC14,631$435 12/31/2023
     PBW14,631$435 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.14,085$419 12/31/2023
     PBW14,085$419 12/31/2023
BNP Paribas Arbitrage SA13,536$402 12/31/2023
     PBW13,536$402 12/31/2023
Wealthcare Advisory Partners LLC16,758$386 03/31/2024
     PBW16,758$386 03/31/2024
Cetera Advisor Networks LLC11,674$347 12/31/2023
     PBW11,674$347 12/31/2023
Tradition Wealth Management LLC11,551$343 12/31/2023
     PBW11,551$343 12/31/2023
Evolution Wealth Advisors LLC14,733$340 03/31/2024
     PBW14,733$340 03/31/2024
Wealth Enhancement Advisory Services LLC14,291$329 03/31/2024
     PBW14,291$329 03/31/2024
Retirement Income Solutions Inc10,879$323 12/31/2023
     PBW10,879$323 12/31/2023
Pathstone Holdings LLC10,392$309 12/31/2023
     PBW10,392$309 12/31/2023
Kepos Capital LP10,207$303 12/31/2023
     PBW10,207$303 12/31/2023
Laidlaw Wealth Management LLC10,185$303 12/31/2023
     PBW10,185$303 12/31/2023
CI Private Wealth LLC10,125$301 12/31/2023
     PBW10,125$301 12/31/2023
HRT Financial LP9,968$296 12/31/2023
     PBW9,968$296 12/31/2023
AE Wealth Management LLC9,907$294 12/31/2023
     PBW9,907$294 12/31/2023
Prudential Financial Inc.9,789$291 12/31/2023
     PBW9,789$291 12/31/2023
Neuberger Berman Group LLC9,585$285 12/31/2023
     PBW9,585$285 12/31/2023
Mariner LLC9,213$274 12/31/2023
     PBW9,213$274 12/31/2023
Mutual Advisors LLC9,171$273 12/31/2023
     PBW9,171$273 12/31/2023
Jane Street Group LLC8,995$267 12/31/2023
     PBW8,995$267 12/31/2023
Summit Place Financial Advisors LLC9,000$267 12/31/2023
     PBW9,000$267 12/31/2023
Commerce Bank8,207$244 12/31/2023
     PBW8,207$244 12/31/2023
North Star Investment Management Corp.8,199$244 12/31/2023
     PBW8,199$244 12/31/2023
Onyx Bridge Wealth Group LLC8,177$243 12/31/2023
     PBW8,177$243 12/31/2023
Kestra Advisory Services LLC7,875$234 12/31/2023
     PBW7,875$234 12/31/2023
Renaissance Technologies LLC7,700$229 12/31/2023
     PBW7,700$229 12/31/2023
Tidemark LLC7,357$219 12/31/2023
     PBW7,357$219 12/31/2023
Personal Resources Investment & Strategic Management Inc.9,355$216 03/31/2024
     PBW9,355$216 03/31/2024
Charter Research & Investment Group Inc.7,190$214 12/31/2023
     PBW7,190$214 12/31/2023
Meitav Dash Investments Ltd.7,040$209 12/31/2023
     PBW7,040$209 12/31/2023
GWM Advisors LLC6,716$200 12/31/2023
     PBW6,716$200 12/31/2023
Howe & Rusling Inc.5,989$178 12/31/2023
     PBW5,989$178 12/31/2023
LFA Lugano Financial Advisors SA5,000$149 12/31/2023
     PBW5,000$149 12/31/2023
The PNC Financial Services Group Inc.4,346$129 12/31/2023
     PBW4,346$129 12/31/2023
Northwestern Mutual Wealth Management Co.4,151$123 12/31/2023
     PBW4,151$123 12/31/2023
Townsend Asset Management Corp NC ADV3,994$119 12/31/2023
     PBW3,994$119 12/31/2023
Motco3,737$111 12/31/2023
     PBW3,737$111 12/31/2023
Comerica Bank2,723$81 12/31/2023
     PBW2,723$81 12/31/2023
Albion Financial Group UT3,047$70 03/31/2024
     PBW3,047$70 03/31/2024
HM Payson & Co.1,974$59 12/31/2023
     PBW1,974$59 12/31/2023
Geneos Wealth Management Inc.1,807$54 12/31/2023
     PBW1,807$54 12/31/2023
Advisory Services Network LLC1,271$38 12/31/2023
     PBW1,271$38 12/31/2023
Annapolis Financial Services LLC1,572$36 03/31/2024
     PBW1,572$36 03/31/2024
Parallel Advisors LLC1,100$33 12/31/2023
     PBW1,100$33 12/31/2023
CENTRAL TRUST Co1,000$30 12/31/2023
     PBW1,000$30 12/31/2023
IFP Advisors Inc966$29 12/31/2023
     PBW966$29 12/31/2023
Tanglewood Legacy Advisors LLC1,197$28 03/31/2024
     PBW1,197$28 03/31/2024
Harbour Investments Inc.914$27 12/31/2023
     PBW914$27 12/31/2023
JFS Wealth Advisors LLC812$24 12/31/2023
     PBW812$24 12/31/2023
First Horizon Advisors Inc.818$24 12/31/2023
     PBW818$24 12/31/2023
EPG Wealth Management LLC804$24 12/31/2023
     PBW804$24 12/31/2023
Blair William & Co. IL744$22 12/31/2023
     PBW744$22 12/31/2023
Activest Wealth Management660$20 12/31/2023
     PBW660$20 12/31/2023
McIlrath & Eck LLC573$17 12/31/2023
     PBW573$17 12/31/2023
Financial Perspectives Inc571$17 12/31/2023
     PBW571$17 12/31/2023
UMB Bank N A MO532$16 12/31/2023
     PBW532$16 12/31/2023
Your Advocates Ltd. LLP535$16 12/31/2023
     PBW535$16 12/31/2023
Allworth Financial LP510$15 12/31/2023
     PBW510$15 12/31/2023
National Bank of Canada FI487$14 12/31/2023
     PBW487$14 12/31/2023
Bank of Montreal Can472$14 12/31/2023
     PBW472$14 12/31/2023
SOA Wealth Advisors LLC.576$13 03/31/2024
     PBW576$13 03/31/2024
Rain Capital Management LLC431$13 12/31/2023
     PBW431$13 12/31/2023
Barclays PLC348$10 12/31/2023
     PBW348$10 12/31/2023
Community Bank N.A.323$10 12/31/2023
     PBW323$10 12/31/2023
AlphaCore Capital LLC350$10 12/31/2023
     PBW350$10 12/31/2023
Carmichael Hill & Associates Inc.334$10 12/31/2023
     PBW334$10 12/31/2023
GPS Wealth Strategies Group LLC347$10 12/31/2023
     PBW347$10 12/31/2023
JPMorgan Chase & Co.315$9 12/31/2023
     PBW315$9 12/31/2023
Pacific Center for Financial Services257$8 12/31/2023
     PBW257$8 12/31/2023
Fortis Group Advisors LLC266$8 12/31/2023
     PBW266$8 12/31/2023
Aptus Capital Advisors LLC225$7 12/31/2023
     PBW225$7 12/31/2023
Founders Financial Alliance LLC220$7 12/31/2023
     PBW220$7 12/31/2023
Guardian Wealth Advisors LLC NC225$7 12/31/2023
     PBW225$7 12/31/2023
Ameritas Investment Partners Inc.197$6 12/31/2023
     PBW197$6 12/31/2023
Capital Investment Advisory Services LLC210$6 12/31/2023
     PBW210$6 12/31/2023
Scarborough Advisors LLC185$6 12/31/2023
     PBW185$6 12/31/2023
Mather Group LLC.205$5 03/31/2024
     PBW205$5 03/31/2024
Center for Financial Planning Inc.160$5 12/31/2023
     PBW160$5 12/31/2023
City Holding Co.190$4 03/31/2024
     PBW190$4 03/31/2024
CWM LLC193$4 03/31/2024
     PBW193$4 03/31/2024
US Bancorp DE150$4 12/31/2023
     PBW150$4 12/31/2023
WealthShield Partners LLC124$4 12/31/2023
     PBW124$4 12/31/2023
FSA Wealth Management LLC143$4 12/31/2023
     PBW143$4 12/31/2023
Clearstead Advisors LLC100$3 12/31/2023
     PBW100$3 12/31/2023
Focused Wealth Management Inc117$3 12/31/2023
     PBW117$3 12/31/2023
Sachetta LLC100$3 12/31/2023
     PBW100$3 12/31/2023
Tompkins Financial Corp100$2 03/31/2024
     PBW100$2 03/31/2024
Pacifica Partners Inc.75$2 03/31/2024
     PBW75$2 03/31/2024
Piscataqua Savings Bank71$2 03/31/2024
     PBW71$2 03/31/2024
Register Financial Advisors LLC92$2 03/31/2024
     PBW92$2 03/31/2024
FMR LLC55$2 12/31/2023
     PBW55$2 12/31/2023
Creative Financial Designs Inc. ADV60$2 12/31/2023
     PBW60$2 12/31/2023
Gradient Investments LLC63$2 12/31/2023
     PBW63$2 12/31/2023
Bartlett & Co. LLC74$2 12/31/2023
     PBW74$2 12/31/2023
Lindbrook Capital LLC57$2 12/31/2023
     PBW57$2 12/31/2023
Tyler Stone Wealth Management80$2 12/31/2023
     PBW80$2 12/31/2023
JDM Financial Group LLC68$2 12/31/2023
     PBW68$2 12/31/2023
TD Waterhouse Canada Inc.78$2 12/31/2023
     PBW78$2 12/31/2023
Bartlett & CO. Wealth Management LLC74$2 12/31/2023
     PBW74$2 12/31/2023
Smartleaf Asset Management LLC50$2 12/31/2023
     PBW50$2 12/31/2023
Asset Dedication LLC46$1 03/31/2024
     PBW46$1 03/31/2024
Bank of New Hampshire65$1 03/31/2024
     PBW65$1 03/31/2024
Armstrong Advisory Group Inc.30$1 03/31/2024
     PBW30$1 03/31/2024
Principal Securities Inc.25$1 12/31/2023
     PBW25$1 12/31/2023
Franklin Resources Inc.31$1 12/31/2023
     PBW31$1 12/31/2023
Hollencrest Capital Management35$1 12/31/2023
     PBW35$1 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC46$1 12/31/2023
     PBW46$1 12/31/2023
Quadrant Capital Group LLC43$1 12/31/2023
     PBW43$1 12/31/2023
New Republic Capital LLC41$1 12/31/2023
     PBW41$1 12/31/2023
Wetzel Investment Advisors Inc.40$1 12/31/2023
     PBW40$1 12/31/2023
Financial Management Professionals Inc.15$0 03/31/2024
     PBW15$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     PBW0$0 12/31/2023
Heritage Wealth Advisors1$0 12/31/2023
     PBW1$0 12/31/2023
Global Retirement Partners LLC5$0 12/31/2023
     PBW5$0 12/31/2023
Sage Mountain Advisors LLC4$0 12/31/2023
     PBW4$0 12/31/2023
Newbridge Financial Services Group Inc.7$0 12/31/2023
     PBW7$0 12/31/2023
Livelsberger Financial Advisory4$0 12/31/2023
     PBW4$0 12/31/2023

See Summary: Institutional Holders of PBW
See Details: Top 10 Hedge Funds Holding PBW
Also See: PBW Holdings Changes

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