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Funds Holding PCEF

On this page, we present all of the funds holding PCEF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PCEF, with a link to that fund's top holdings. The next columns indicate the amount of PCEF stock held by each of the funds holding PCEF, followed by the PCEF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 116 funds holding PCEF 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 PCEF), click the fund name in the "Holder" column of the funds-holding-PCEF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,112,233$36,859 09/30/2022
     PCEF2,112,233$36,859 09/30/2022
Ameriprise Financial Inc.1,533,485$26,772 09/30/2022
     PCEF1,533,485$26,772 09/30/2022
Wells Fargo & Company MN990,773$17,289 09/30/2022
     PCEF990,773$17,289 09/30/2022
Bank of America Corp DE908,095$15,846 09/30/2022
     PCEF908,095$15,846 09/30/2022
LPL Financial LLC895,445$15,626 09/30/2022
     PCEF895,445$15,626 09/30/2022
Envestnet Asset Management Inc.891,353$15,554 09/30/2022
     PCEF891,353$15,554 09/30/2022
UBS Group AG698,932$12,196 09/30/2022
     PCEF698,932$12,196 09/30/2022
Royal Bank of Canada636,988$11,116 09/30/2022
     PCEF636,988$11,116 09/30/2022
Advisor Group Holdings Inc.604,913$10,555 09/30/2022
     PCEF604,913$10,555 09/30/2022
Commonwealth Equity Services LLC513,829$8,966 09/30/2022
     PCEF513,829$8,966 09/30/2022
Hightower 6M Holding LLC212,108$3,701 09/30/2022
     PCEF212,108$3,701 09/30/2022
Creative Planning200,954$3,507 09/30/2022
     PCEF200,954$3,507 09/30/2022
Beck Bode LLC192,418$3,358 09/30/2022
     PCEF192,418$3,358 09/30/2022
Cambridge Investment Research Advisors Inc.192,395$3,357 09/30/2022
     PCEF192,395$3,357 09/30/2022
WealthShield Partners LLC181,004$3,159 09/30/2022
     PCEF181,004$3,159 09/30/2022
Raymond James Financial Services Advisors Inc.156,368$2,729 09/30/2022
     PCEF156,368$2,729 09/30/2022
Mercer Global Advisors Inc. ADV137,125$2,393 09/30/2022
     PCEF137,125$2,393 09/30/2022
Dumont & Blake Investment Advisors LLC131,586$2,384 12/31/2022
     PCEF131,586$2,384 12/31/2022
Merit Financial Group LLC129,581$2,348 12/31/2022
     PCEF129,581$2,348 12/31/2022
Brinker Capital Investments LLC129,290$2,256 09/30/2022
     PCEF129,290$2,256 09/30/2022
MML Investors Services LLC128,590$2,244 09/30/2022
     PCEF128,590$2,244 09/30/2022
Belpointe Asset Management LLC124,693$2,176 09/30/2022
     PCEF124,693$2,176 09/30/2022
Rockefeller Capital Management L.P.114,976$2,006 09/30/2022
     PCEF114,976$2,006 09/30/2022
Toroso Investments LLC110,592$1,930 09/30/2022
     PCEF110,592$1,930 09/30/2022
Mariner LLC107,300$1,872 09/30/2022
     PCEF107,300$1,872 09/30/2022
Csenge Advisory Group81,226$1,417 09/30/2022
     PCEF81,226$1,417 09/30/2022
Geneos Wealth Management Inc.80,777$1,409 09/30/2022
     PCEF80,777$1,409 09/30/2022
Baird Financial Group Inc.74,897$1,307 09/30/2022
     PCEF74,897$1,307 09/30/2022
Atria Wealth Solutions Inc.64,532$1,127 09/30/2022
     PCEF64,532$1,127 09/30/2022
Susquehanna International Group LLP58,730$1,025 09/30/2022
     PCEF58,730$1,025 09/30/2022
Proequities Inc.54,108$980 12/31/2022
     PCEF54,108$980 12/31/2022
Johnson Financial Group Inc.56,034$979 09/30/2022
     PCEF56,034$979 09/30/2022
Oxbow Advisors LLC55,845$974 09/30/2022
     PCEF55,845$974 09/30/2022
Janney Montgomery Scott LLC50,845$887 09/30/2022
     PCEF50,845$887 09/30/2022
Gladstone Institutional Advisory LLC48,907$853 09/30/2022
     PCEF48,907$853 09/30/2022
Marino Stram & Associates LLC43,380$786 12/31/2022
     PCEF43,380$786 12/31/2022
GWM Advisors LLC42,943$749 09/30/2022
     PCEF42,943$749 09/30/2022
Pasadena Private Wealth LLC40,712$710 09/30/2022
     PCEF40,712$710 09/30/2022
Future Financial Wealth Managment LLC39,131$709 12/31/2022
     PCEF39,131$709 12/31/2022
Cetera Advisor Networks LLC39,310$686 09/30/2022
     PCEF39,310$686 09/30/2022
Regal Investment Advisors LLC38,965$680 09/30/2022
     PCEF38,965$680 09/30/2022
Orion Portfolio Solutions LLC35,008$611 09/30/2022
     PCEF35,008$611 09/30/2022
Heartwood Wealth Advisors LLC31,000$562 12/31/2022
     PCEF31,000$562 12/31/2022
Raymond James & Associates30,868$539 09/30/2022
     PCEF30,868$539 09/30/2022
BTS Asset Management Inc.23,976$527 09/30/2022
     PCEF23,976$527 09/30/2022
Sowell Financial Services LLC28,992$506 09/30/2022
     PCEF28,992$506 09/30/2022
HighTower Advisors LLC27,497$479 09/30/2022
     PCEF27,497$479 09/30/2022
Stephens Inc. AR25,005$453 12/31/2022
     PCEF25,005$453 12/31/2022
Citadel Advisors LLC25,520$445 09/30/2022
     PCEF25,520$445 09/30/2022
Truist Financial Corp25,294$441 09/30/2022
     PCEF25,294$441 09/30/2022
Advisory Services Network LLC25,029$437 09/30/2022
     PCEF25,029$437 09/30/2022
Cooper Financial Group23,527$426 12/31/2022
     PCEF23,527$426 12/31/2022
Moors & Cabot Inc.23,470$410 09/30/2022
     PCEF23,470$410 09/30/2022
Jane Street Group LLC22,787$398 09/30/2022
     PCEF22,787$398 09/30/2022
Endowment Wealth Management Inc.21,384$373 09/30/2022
     PCEF21,384$373 09/30/2022
Stifel Financial Corp20,326$355 09/30/2022
     PCEF20,326$355 09/30/2022
TFG Advisers LLC19,684$343 09/30/2022
     PCEF19,684$343 09/30/2022
Pinnacle Wealth Planning Services Inc.19,600$342 09/30/2022
     PCEF19,600$342 09/30/2022
Oarsman Capital Inc.18,198$318 09/30/2022
     PCEF18,198$318 09/30/2022
PFG Advisors16,206$294 12/31/2022
     PCEF16,206$294 12/31/2022
Lincoln National Corp16,331$285 09/30/2022
     PCEF16,331$285 09/30/2022
J.W. Cole Advisors Inc.16,048$280 09/30/2022
     PCEF16,048$280 09/30/2022
Thrivent Financial for Lutherans14,495$253 09/30/2022
     PCEF14,495$253 09/30/2022
Equitable Holdings Inc.14,370$251 09/30/2022
     PCEF14,370$251 09/30/2022
Balboa Wealth Partners13,708$239 09/30/2022
     PCEF13,708$239 09/30/2022
TCG Advisory Services LLC13,482$235 09/30/2022
     PCEF13,482$235 09/30/2022
Avantax Advisory Services Inc.12,981$227 09/30/2022
     PCEF12,981$227 09/30/2022
Capital Investment Advisory Services LLC13,032$227 09/30/2022
     PCEF13,032$227 09/30/2022
WealthPlan Investment Management LLC11,985$225 09/30/2022
     PCEF11,985$225 09/30/2022
Hexagon Capital Partners LLC12,299$223 12/31/2022
     PCEF12,299$223 12/31/2022
Kestra Advisory Services LLC12,381$216 09/30/2022
     PCEF12,381$216 09/30/2022
Resources Investment Advisors LLC.12,012$210 09/30/2022
     PCEF12,012$210 09/30/2022
Atlas Private Wealth Advisors11,855$207 09/30/2022
     PCEF11,855$207 09/30/2022
QP Wealth Management LLC11,218$203 12/31/2022
     PCEF11,218$203 12/31/2022
AE Wealth Management LLC11,588$202 09/30/2022
     PCEF11,588$202 09/30/2022
Boxwood Ventures Inc.11,573$202 09/30/2022
     PCEF11,573$202 09/30/2022
Change Path LLC11,075$193 09/30/2022
     PCEF11,075$193 09/30/2022
The PNC Financial Services Group Inc.10,715$187 09/30/2022
     PCEF10,715$187 09/30/2022
Madrona Financial Services LLC10,135$184 12/31/2022
     PCEF10,135$184 12/31/2022
Hudson Valley Investment Advisors Inc. ADV10,304$180 09/30/2022
     PCEF10,304$180 09/30/2022
Harbour Investments Inc.8,232$156 09/30/2022
     PCEF8,232$156 09/30/2022
US Bancorp DE7,300$127 09/30/2022
     PCEF7,300$127 09/30/2022
Ancora Advisors LLC5,574$97 09/30/2022
     PCEF5,574$97 09/30/2022
Retirement Group LLC5,448$95 09/30/2022
     PCEF5,448$95 09/30/2022
4,932$86 09/30/2022
     PCEF4,932$86 09/30/2022
Newbridge Financial Services Group Inc.4,549$82 12/31/2022
     PCEF4,549$82 12/31/2022
Bessemer Group Inc.3,864$67 09/30/2022
     PCEF3,864$67 09/30/2022
JPMorgan Chase & Co.3,769$66 09/30/2022
     PCEF3,769$66 09/30/2022
Coastal Investment Advisors Inc.3,718$65 09/30/2022
     PCEF3,718$65 09/30/2022
Money Concepts Capital Corp3,622$63 09/30/2022
     PCEF3,622$63 09/30/2022
Northwestern Mutual Wealth Management Co.2,809$49 09/30/2022
     PCEF2,809$49 09/30/2022
IFP Advisors Inc1,985$45 09/30/2022
     PCEF1,985$45 09/30/2022
PrairieView Partners LLC2,193$39 12/31/2022
     PCEF2,193$39 12/31/2022
Covington Capital Management2,000$35 09/30/2022
     PCEF2,000$35 09/30/2022
Spire Wealth Management1,739$30 09/30/2022
     PCEF1,739$30 09/30/2022
CWM LLC1,677$29 09/30/2022
     PCEF1,677$29 09/30/2022
EPG Wealth Management LLC1,675$29 09/30/2022
     PCEF1,675$29 09/30/2022
Pinnacle Bank1,500$27 12/31/2022
     PCEF1,500$27 12/31/2022
Private Trust Co. NA1,300$24 12/31/2022
     PCEF1,300$24 12/31/2022
AdvisorNet Financial Inc1,085$20 12/31/2022
     PCEF1,085$20 12/31/2022
Optimum Investment Advisors1,000$18 12/31/2022
     PCEF1,000$18 12/31/2022
Moser Wealth Advisors LLC1,000$18 12/31/2022
     PCEF1,000$18 12/31/2022
Steward Partners Investment Advisory LLC1,005$18 09/30/2022
     PCEF1,005$18 09/30/2022
Cullen Frost Bankers Inc.1,000$17 09/30/2022
     PCEF1,000$17 09/30/2022
North Star Investment Management Corp.500$9 12/31/2022
     PCEF500$9 12/31/2022
TCTC Holdings LLC500$9 09/30/2022
     PCEF500$9 09/30/2022
CENTRAL TRUST Co400$7 12/31/2022
     PCEF400$7 12/31/2022
M&R Capital Management Inc.305$6 12/31/2022
     PCEF305$6 12/31/2022
FMR LLC320$6 09/30/2022
     PCEF320$6 09/30/2022
Blair William & Co. IL370$6 09/30/2022
     PCEF370$6 09/30/2022
Investors Research Corp213$4 09/30/2022
     PCEF213$4 09/30/2022
City Holding Co.131$2 12/31/2022
     PCEF131$2 12/31/2022
Front Row Advisors LLC100$2 09/30/2022
     PCEF100$2 09/30/2022
Global Retirement Partners LLC34$1 09/30/2022
     PCEF34$1 09/30/2022
Key Financial Inc6$0 12/31/2022
     PCEF6$0 12/31/2022
Citigroup Inc.4$0 09/30/2022
     PCEF4$0 09/30/2022
Tower Research Capital LLC TRC 28$0 09/30/2022
     PCEF28$0 09/30/2022

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

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