HoldingsChannel.com
Funds Holding PDBC
HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC14,801,774$245,117 12/31/2019
     PDBC14,801,774$245,117 12/31/2019
Charles Schwab Investment Advisory Inc.11,473,257$189,997 12/31/2019
     PDBC11,473,257$189,997 12/31/2019
Personal Capital Advisors Corp10,729,562$177,682 12/31/2019
     PDBC10,729,562$177,682 12/31/2019
Envestnet Asset Management Inc.4,604,870$76,257 12/31/2019
     PDBC4,604,870$76,257 12/31/2019
State Street Corp4,343,763$71,933 12/31/2019
     PDBC4,343,763$71,933 12/31/2019
Wells Fargo & Company MN4,003,024$66,290 12/31/2019
     PDBC4,003,024$66,290 12/31/2019
Northwestern Mutual Wealth Management Co.3,570,548$59,128 12/31/2019
     PDBC3,570,548$59,128 12/31/2019
Morgan Stanley3,146,988$52,114 12/31/2019
     PDBC3,146,988$52,114 12/31/2019
Commonwealth of Pennsylvania Public School Empls Retrmt SYS3,129,853$51,830 12/31/2019
     PDBC3,129,853$51,830 12/31/2019
CLS Investments LLC1,868,811$30,948 12/31/2019
     PDBC1,868,811$30,948 12/31/2019
Park Avenue Securities LLC1,584,760$26,244 12/31/2019
     PDBC1,584,760$26,244 12/31/2019
Aurora Private Wealth Inc.1,530,143$25,370 12/31/2019
     PDBC1,530,143$25,370 12/31/2019
The Manufacturers Life Insurance Company 1,403,341$23,239 12/31/2019
     PDBC1,403,341$23,239 12/31/2019
APCM Wealth Management for Individuals908,669$15,048 12/31/2019
     PDBC908,669$15,048 12/31/2019
Windham Capital Management LLC887,043$14,689 12/31/2019
     PDBC887,043$14,689 12/31/2019
W.E. Donoghue & Co. LLC837,926$13,876 12/31/2019
     PDBC837,926$13,876 12/31/2019
Alaska Permanent Capital Management765,690$12,680 12/31/2019
     PDBC765,690$12,680 12/31/2019
UBS Group AG756,376$12,526 12/31/2019
     PDBC756,376$12,526 12/31/2019
Traverso Chambers Private Wealth Management LLC590,147$9,773 12/31/2019
     PDBC590,147$9,773 12/31/2019
Almanack Investment Partners LLC.531,735$8,806 12/31/2019
     PDBC531,735$8,806 12/31/2019
Alesco Advisors LLC507,394$8,402 12/31/2019
     PDBC507,394$8,402 12/31/2019
LPL Financial LLC490,265$8,119 12/31/2019
     PDBC490,265$8,119 12/31/2019
Integrated Capital Management Inc.484,441$8,105 12/31/2019
     PDBC484,441$8,105 12/31/2019
MD Financial Management Inc.475,441$7,873 12/31/2019
     PDBC475,441$7,873 12/31/2019
Change Path LLC453,531$7,510 12/31/2019
     PDBC453,531$7,510 12/31/2019
Madison Asset Management LLC421,765$6,984 12/31/2019
     PDBC421,765$6,984 12/31/2019
PFS Investments Inc.418,264$6,926 12/31/2019
     PDBC418,264$6,926 12/31/2019
Cambria Investment Management L.P.402,165$6,660 12/31/2019
     PDBC402,165$6,660 12/31/2019
McMahon Financial Advisors LLC397,055$6,588 12/31/2019
     PDBC397,055$6,588 12/31/2019
GM Advisory Group Inc.395,400$6,548 12/31/2019
     PDBC395,400$6,548 12/31/2019
Madison Investment Holdings Inc.360,832$5,636 09/30/2019
     PDBC360,832$5,636 09/30/2019
Proequities Inc. $5,548 12/31/2019
     PDBC335,053$5,548 12/31/2019
     Put0$0 12/31/2019
     Call0$0 12/31/2019
     MLT STRGY ALTE0$0 12/31/2019
Ladenburg Thalmann Financial Services Inc.243,831$4,039 12/31/2019
     PDBC243,831$4,039 12/31/2019
Mid Atlantic Financial Management Inc. ADV237,078$3,926 12/31/2019
     PDBC237,078$3,926 12/31/2019
Eqis Capital Management Inc.214,476$3,552 12/31/2019
     PDBC214,476$3,552 12/31/2019
Csenge Advisory Group210,594$3,487 12/31/2019
     PDBC210,594$3,487 12/31/2019
MML Investors Services LLC207,329$3,433 12/31/2019
     PDBC207,329$3,433 12/31/2019
Advisor Group Inc.196,545$3,260 12/31/2019
     PDBC196,545$3,260 12/31/2019
Savant Capital LLC176,756$2,927 12/31/2019
     PDBC176,756$2,927 12/31/2019
Fairview Capital Investment Management LLC175,749$2,910 12/31/2019
     PDBC175,749$2,910 12/31/2019
Royal Bank of Canada165,263$2,737 12/31/2019
     PDBC165,263$2,737 12/31/2019
Quantitative Advantage LLC153,668$2,545 12/31/2019
     PDBC153,668$2,545 12/31/2019
Dynamic Advisor Solutions LLC146,594$2,428 12/31/2019
     PDBC146,594$2,428 12/31/2019
Larson Financial Group LLC146,384$2,424 12/31/2019
     PDBC146,384$2,424 12/31/2019
Cornerstone Wealth Group LLC131,146$2,172 12/31/2019
     PDBC131,146$2,172 12/31/2019
Woodmont Investment Counsel LLC123,272$2,041 12/31/2019
     PDBC123,272$2,041 12/31/2019
Lake Street Financial LLC122,600$2,030 12/31/2019
     PDBC122,600$2,030 12/31/2019
US Bancorp DE122,118$2,022 12/31/2019
     PDBC122,118$2,022 12/31/2019
Comerica Securities Inc.121,575$2,013 12/31/2019
     PDBC121,575$2,013 12/31/2019
Commonwealth Equity Services LLC116,425$1,928 12/31/2019
     PDBC116,425$1,928 12/31/2019
Cabot Wealth Management Inc.116,333$1,926 12/31/2019
     PDBC116,333$1,926 12/31/2019
Hancock Whitney Corp105,862$1,753 12/31/2019
     PDBC105,862$1,753 12/31/2019
Mirsky Financial Management CORP.103,738$1,718 12/31/2019
     PDBC103,738$1,718 12/31/2019
GeoWealth Management LLC96,463$1,598 12/31/2019
     PDBC96,463$1,598 12/31/2019
People s United Financial Inc.89,564$1,483 12/31/2019
     PDBC89,564$1,483 12/31/2019
Van ECK Associates Corp87,481$1,449 12/31/2019
     PDBC87,481$1,449 12/31/2019
Cetera Advisor Networks LLC84,981$1,404 12/31/2019
     PDBC84,981$1,404 12/31/2019
Cahill Financial Advisors Inc.78,047$1,293 12/31/2019
     PDBC78,047$1,293 12/31/2019
HighTower Advisors LLC76,516$1,268 12/31/2019
     PDBC76,516$1,268 12/31/2019
Brookstone Capital Management69,456$1,150 12/31/2019
     PDBC69,456$1,150 12/31/2019
Global Financial Private Capital Inc65,912$1,092 12/31/2019
     PDBC65,912$1,092 12/31/2019
Kalos Management Inc.65,347$1,082 12/31/2019
     PDBC65,347$1,082 12/31/2019
Parcion Private Wealth LLC60,480$1,002 12/31/2019
     PDBC60,480$1,002 12/31/2019
Bank of America Corp DE60,394$999 12/31/2019
     PDBC60,394$999 12/31/2019
Deutsche Bank AG45,723$756 12/31/2019
     PDBC45,723$756 12/31/2019
Raymond James Financial Services Advisors Inc.44,088$730 12/31/2019
     PDBC44,088$730 12/31/2019
Betterment LLC41,121$681 12/31/2019
     PDBC41,121$681 12/31/2019
Charles Schwab Trust Co41,085$680 12/31/2019
     PDBC41,085$680 12/31/2019
Equitable Trust Co.40,267$667 12/31/2019
     PDBC40,267$667 12/31/2019
180 Wealth Advisors LLC40,152$656 12/31/2019
     PDBC40,152$656 12/31/2019
Cambridge Investment Research Advisors Inc.39,560$655 12/31/2019
     PDBC39,560$655 12/31/2019
Atria Investments LLC36,725$608 12/31/2019
     PDBC36,725$608 12/31/2019
Element Pointe Advisors LLC33,135$549 12/31/2019
     PDBC33,135$549 12/31/2019
Citadel Advisors LLC30,849$511 12/31/2019
     PDBC30,849$511 12/31/2019
Innealta Capital LLC28,513$472 12/31/2019
     PDBC28,513$472 12/31/2019
Renaissance Technologies LLC28,000$464 12/31/2019
     PDBC28,000$464 12/31/2019
Baker Avenue Asset Management LP26,461$438 12/31/2019
     PDBC26,461$438 12/31/2019
Juncture Wealth Strategies LLC25,536$423 12/31/2019
     PDBC25,536$423 12/31/2019
Resources Investment Advisors LLC.25,520$423 12/31/2019
     PDBC25,520$423 12/31/2019
Stifel Financial Corp24,873$412 12/31/2019
     PDBC24,873$412 12/31/2019
Lantz Financial LLC24,733$410 12/31/2019
     PDBC24,733$410 12/31/2019
Harbour Capital Advisors LLC22,100$366 12/31/2019
     PDBC22,100$366 12/31/2019
First Allied Advisory Services Inc.21,280$354 12/31/2019
     PDBC21,280$354 12/31/2019
NEXT Financial Group Inc21,106$350 12/31/2019
     PDBC21,106$350 12/31/2019
Jaffetilchin Investment Partners LLC20,626$342 12/31/2019
     PDBC20,626$342 12/31/2019
Clearwater Capital Advisors LLC20,642$342 12/31/2019
     PDBC20,642$342 12/31/2019
Wedbush Securities Inc.20,274$336 12/31/2019
     PDBC20,274$336 12/31/2019
Hudock Capital Group LLC20,226$336 12/31/2019
     PDBC20,226$336 12/31/2019
Natixis19,359$322 12/31/2019
     PDBC19,359$322 12/31/2019
Capital Bank & Trust Co18,760$311 12/31/2019
     PDBC18,760$311 12/31/2019
Executive Wealth Management LLC18,605$308 12/31/2019
     PDBC18,605$308 12/31/2019
Truist Financial Corp17,643$293 12/31/2019
     PDBC17,643$293 12/31/2019
Rockefeller Capital Management L.P.17,602$291 12/31/2019
     PDBC17,602$291 12/31/2019
Jane Street Group LLC15,897$263 12/31/2019
     PDBC15,897$263 12/31/2019
Nations Financial Group Inc. IA ADV15,628$259 12/31/2019
     PDBC15,628$259 12/31/2019
IFP Advisors Inc14,276$238 12/31/2019
     PDBC14,276$238 12/31/2019
Wrapmanager Inc.13,298$220 12/31/2019
     PDBC13,298$220 12/31/2019
Raymond James & Associates11,753$195 12/31/2019
     PDBC11,753$195 12/31/2019
Linscomb & Williams Inc.11,544$191 12/31/2019
     PDBC11,544$191 12/31/2019
Brinker Capital Inc.11,356$188 12/31/2019
     PDBC11,356$188 12/31/2019
55I LLC11,374$188 12/31/2019
     PDBC11,374$188 12/31/2019
Wealth & Pension Services Group Inc.12,040$188 09/30/2019
     PDBC12,040$188 09/30/2019
AE Wealth Management LLC11,003$182 12/31/2019
     PDBC11,003$182 12/31/2019
Americana Partners LLC10,454$173 12/31/2019
     PDBC10,454$173 12/31/2019
Bank of New York Mellon Corp10,215$169 12/31/2019
     PDBC10,215$169 12/31/2019
Global Retirement Partners LLC9,241$153 12/31/2019
     PDBC9,241$153 12/31/2019
Belpointe Asset Management LLC6,091$101 12/31/2019
     PDBC6,091$101 12/31/2019
Bank of Montreal Can5,893$98 12/31/2019
     PDBC5,893$98 12/31/2019
Orion Portfolio Solutions LLC5,925$98 12/31/2019
     PDBC5,925$98 12/31/2019
Advisory Services Network LLC4,894$81 12/31/2019
     PDBC4,894$81 12/31/2019
Trustcore Financial Services LLC4,797$79 12/31/2019
     PDBC4,797$79 12/31/2019
CWM LLC4,662$77 12/31/2019
     PDBC4,662$77 12/31/2019
JPMorgan Chase & Co.4,403$73 12/31/2019
     PDBC4,403$73 12/31/2019
Semmax Financial Advisors Inc.3,991$66 12/31/2019
     PDBC3,991$66 12/31/2019
Sowell Financial Services LLC3,761$62 12/31/2019
     PDBC3,761$62 12/31/2019
Creative Financial Designs Inc. ADV3,614$60 12/31/2019
     PDBC3,614$60 12/31/2019
Benjamin F. Edwards & Company Inc.3,485$58 12/31/2019
     PDBC3,485$58 12/31/2019
Citigroup Inc.2,993$50 12/31/2019
     PDBC2,993$50 12/31/2019
QS Investors LLC2,653$45 12/31/2019
     PDBC2,653$45 12/31/2019
Atlas Private Wealth Management2,720$45 12/31/2019
     PDBC2,720$45 12/31/2019
Private Capital Group LLC2,030$33 12/31/2019
     PDBC2,030$33 12/31/2019
Steward Partners Investment Advisory LLC1,495$24 12/31/2019
     PDBC1,495$24 12/31/2019
Baldrige Asset Management LLC1,185$20 12/31/2019
     PDBC1,185$20 12/31/2019
Covington Capital Management1,078$18 12/31/2019
     PDBC1,078$18 12/31/2019
Glenmede Trust Co. NA738$12 12/31/2019
     PDBC738$12 12/31/2019
Jacobi Capital Management LLC578$10 12/31/2019
     PDBC578$10 12/31/2019
Bedel Financial Consulting Inc.542$9 12/31/2019
     PDBC542$9 12/31/2019
Parallel Advisors LLC397$7 12/31/2019
     PDBC397$7 12/31/2019
Liberty Wealth Management LLC396$7 12/31/2019
     PDBC396$7 12/31/2019
Certified Advisory Corp375$6 12/31/2019
     PDBC375$6 12/31/2019
Carroll Financial Associates Inc.317$5 12/31/2019
     PDBC317$5 12/31/2019
BerganKDV Wealth Management LLC303$5 12/31/2019
     PDBC303$5 12/31/2019
Asset Dedication LLC293$4 12/31/2019
     PDBC293$4 12/31/2019
Coastal Investment Advisors Inc.282$4 12/31/2019
     PDBC282$4 12/31/2019
Global Wealth Management Investment Advisory Inc.209$3 12/31/2019
     PDBC209$3 12/31/2019
Harbor Investment Advisory LLC95$2 12/31/2019
     PDBC95$2 12/31/2019
Tower Research Capital LLC TRC 100$2 12/31/2019
     PDBC100$2 12/31/2019
Lighthouse Financial Advisors Inc.122$2 12/31/2019
     PDBC122$2 12/31/2019
PNC Financial Services Group Inc.61$1 12/31/2019
     PDBC61$1 12/31/2019
Assetmark Inc.42$1 12/31/2019
     PDBC42$1 12/31/2019
AdvisorNet Financial Inc56$1 12/31/2019
     PDBC56$1 12/31/2019
Lake Point Wealth Management61$1 12/31/2019
     PDBC61$1 12/31/2019
Weaver Consulting Group87$1 12/31/2019
     PDBC87$1 12/31/2019
Huntington National Bank1$0 12/31/2019
     PDBC1$0 12/31/2019
Horan Capital Advisors LLC.10$0 12/31/2019
     PDBC10$0 12/31/2019

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

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