HoldingsChannel.com
Funds Holding PDP
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN1,473,018$79,484 03/31/2020
     PDP1,473,018$79,484 03/31/2020
Morgan Stanley1,373,955$74,139 03/31/2020
     PDP1,373,955$74,139 03/31/2020
Raymond James & Associates911,082$49,162 03/31/2020
     PDP911,082$49,162 03/31/2020
UBS Group AG734,254$39,620 03/31/2020
     PDP734,254$39,620 03/31/2020
Commonwealth Equity Services LLC622,755$33,603 03/31/2020
     PDP622,755$33,603 03/31/2020
Bank of America Corp DE550,849$29,723 03/31/2020
     PDP550,849$29,723 03/31/2020
Royal Bank of Canada514,970$27,787 03/31/2020
     PDP514,970$27,787 03/31/2020
Janney Montgomery Scott LLC383,113$20,673 03/31/2020
     PDP383,113$20,673 03/31/2020
LPL Financial LLC380,712$20,543 03/31/2020
     PDP380,712$20,543 03/31/2020
SPC Financial Inc.368,286$19,873 03/31/2020
     PDP368,286$19,873 03/31/2020
Raymond James Financial Services Advisors Inc.352,668$19,030 03/31/2020
     PDP352,668$19,030 03/31/2020
Prospera Financial Services Inc287,859$15,533 03/31/2020
     PDP287,859$15,533 03/31/2020
Advisor Group Inc.232,604$14,969 12/31/2019
     PDP232,604$14,969 12/31/2019
Advisor Group Holdings Inc.267,571$14,495 03/31/2020
     PDP267,571$14,495 03/31/2020
Strid Group LLC258,655$13,957 03/31/2020
     PDP258,655$13,957 03/31/2020
Truist Financial Corp251,929$13,594 03/31/2020
     PDP251,929$13,594 03/31/2020
GWM Advisors LLC237,065$12,792 03/31/2020
     PDP237,065$12,792 03/31/2020
Ameriprise Financial Inc.203,133$11,162 03/31/2020
     PDP203,133$11,162 03/31/2020
Estate Counselors LLC157,600$8,504 03/31/2020
     PDP157,600$8,504 03/31/2020
NewSquare Capital LLC151,501$8,175 03/31/2020
     PDP151,501$8,175 03/31/2020
Stifel Financial Corp145,860$7,857 03/31/2020
     PDP145,860$7,857 03/31/2020
MorganRosel Wealth Management LLC136,625$7,372 03/31/2020
     PDP136,625$7,372 03/31/2020
Baird Financial Group Inc.114,712$6,190 03/31/2020
     PDP114,712$6,190 03/31/2020
Cambridge Investment Research Advisors Inc.110,505$5,963 03/31/2020
     PDP110,505$5,963 03/31/2020
Osborne Partners Capital Management LLC100,537$5,425 03/31/2020
     PDP100,537$5,425 03/31/2020
JPMorgan Chase & Co.88,196$4,759 03/31/2020
     PDP88,196$4,759 03/31/2020
AE Wealth Management LLC75,420$4,070 03/31/2020
     PDP75,420$4,070 03/31/2020
Sawtooth Solutions LLC74,320$4,010 03/31/2020
     PDP74,320$4,010 03/31/2020
Ladenburg Thalmann Financial Services Inc.59,087$3,804 12/31/2019
     PDP59,087$3,804 12/31/2019
Invesco Ltd.69,066$3,727 03/31/2020
     PDP69,066$3,727 03/31/2020
Institute for Wealth Management LLC.57,545$3,105 03/31/2020
     PDP57,545$3,105 03/31/2020
Citadel Advisors LLC50,661$2,734 03/31/2020
     PDP50,661$2,734 03/31/2020
EP Wealth Advisors LLC46,486$2,508 03/31/2020
     PDP46,486$2,508 03/31/2020
National Asset Management Inc.46,188$2,493 03/31/2020
     PDP46,188$2,493 03/31/2020
Sigma Planning Corp43,835$2,365 03/31/2020
     PDP43,835$2,365 03/31/2020
Blair William & Co. IL42,475$2,292 03/31/2020
     PDP42,475$2,292 03/31/2020
Affinity Wealth Management LLC35,933$2,208 03/31/2020
     PDP35,933$2,208 03/31/2020
G&S Capital LLC39,955$2,155 03/31/2020
     PDP39,955$2,155 03/31/2020
Private Advisory Group LLC34,398$1,856 03/31/2020
     PDP34,398$1,856 03/31/2020
Koshinski Asset Management Inc.31,976$1,725 03/31/2020
     PDP31,976$1,725 03/31/2020
MML Investors Services LLC31,740$1,713 03/31/2020
     PDP31,740$1,713 03/31/2020
Mercer Global Advisors Inc. ADV25,545$1,378 03/31/2020
     PDP25,545$1,378 03/31/2020
Tower Research Capital LLC TRC 25,479$1,375 03/31/2020
     PDP25,479$1,375 03/31/2020
Capital Wealth Alliance LLC23,924$1,293 03/31/2020
     PDP23,924$1,293 03/31/2020
Fifth Third Securities Inc.23,919$1,291 03/31/2020
     PDP23,919$1,291 03/31/2020
Envestnet Asset Management Inc.23,348$1,260 03/31/2020
     PDP23,348$1,260 03/31/2020
Susquehanna International Group LLP $1,210 03/31/2020
     PDP65,127$3,514 03/31/2020
     Put56,900$3,070 03/31/2020
     Call14,200$766 03/31/2020
Coastal Investment Advisors Inc.22,259$1,201 03/31/2020
     PDP22,259$1,201 03/31/2020
Stephens Inc. AR22,055$1,190 03/31/2020
     PDP22,055$1,190 03/31/2020
Fure Financial Corp20,834$1,124 03/31/2020
     PDP20,834$1,124 03/31/2020
D.A. Davidson & CO.20,598$1,111 03/31/2020
     PDP20,598$1,111 03/31/2020
Keystone Financial Group20,464$1,104 03/31/2020
     PDP20,464$1,104 03/31/2020
Credit Suisse AG20,297$1,095 03/31/2020
     PDP20,297$1,095 03/31/2020
Flow Traders U.S. LLC19,076$1,029 03/31/2020
     PDP19,076$1,029 03/31/2020
Carroll Financial Associates Inc.17,532$946 03/31/2020
     PDP17,532$946 03/31/2020
Scotia Capital Inc.16,476$889 03/31/2020
     PDP16,476$889 03/31/2020
San Francisco Sentry Investment Group CA15,487$836 03/31/2020
     PDP15,487$836 03/31/2020
Vigilare Wealth Management15,449$834 03/31/2020
     PDP15,449$834 03/31/2020
ACG Wealth12,467$802 12/31/2019
     PDP12,467$802 12/31/2019
Two Sigma Securities LLC14,786$798 03/31/2020
     PDP14,786$798 03/31/2020
HighTower Advisors LLC14,754$792 03/31/2020
     PDP14,754$792 03/31/2020
Cetera Advisor Networks LLC14,432$779 03/31/2020
     PDP14,432$779 03/31/2020
Sowell Financial Services LLC13,952$753 03/31/2020
     PDP13,952$753 03/31/2020
Raymond James Trust N.A.13,146$709 03/31/2020
     PDP13,146$709 03/31/2020
First Allied Advisory Services Inc.11,718$632 03/31/2020
     PDP11,718$632 03/31/2020
Cetera Advisors LLC11,628$627 03/31/2020
     PDP11,628$627 03/31/2020
WealthBridge Capital Management LLC11,557$624 03/31/2020
     PDP11,557$624 03/31/2020
Bank of Montreal Can11,452$604 03/31/2020
     PDP11,452$604 03/31/2020
AdvisorNet Financial Inc11,171$603 03/31/2020
     PDP11,171$603 03/31/2020
Private Advisor Group LLC11,023$595 03/31/2020
     PDP11,023$595 03/31/2020
IFP Advisors Inc10,049$557 03/31/2020
     PDP10,049$557 03/31/2020
CWM LLC10,098$545 03/31/2020
     PDP10,098$545 03/31/2020
Investment Partners LTD.9,653$521 03/31/2020
     PDP9,653$521 03/31/2020
Calton & Associates Inc.9,449$510 03/31/2020
     PDP9,449$510 03/31/2020
Wintrust Investments LLC9,030$487 03/31/2020
     PDP9,030$487 03/31/2020
EPG Wealth Management LLC8,458$456 03/31/2020
     PDP8,458$456 03/31/2020
BOKF NA8,345$450 03/31/2020
     PDP8,345$450 03/31/2020
Resources Investment Advisors LLC.8,313$449 03/31/2020
     PDP8,313$449 03/31/2020
Benjamin F. Edwards & Company Inc.8,143$439 03/31/2020
     PDP8,143$439 03/31/2020
Creative Planning8,034$434 03/31/2020
     PDP8,034$434 03/31/2020
Lincoln National Corp7,976$431 03/31/2020
     PDP7,976$431 03/31/2020
CIBC World Markets Inc.7,762$419 03/31/2020
     PDP7,762$419 03/31/2020
Capital Investment Advisory Services LLC7,550$407 03/31/2020
     PDP7,550$407 03/31/2020
Steward Partners Investment Advisory LLC7,423$400 03/31/2020
     PDP7,423$400 03/31/2020
Castle Rock Wealth Management LLC6,440$398 03/31/2020
     PDP6,440$398 03/31/2020
Fortis Advisors LLC7,196$388 03/31/2020
     PDP7,196$388 03/31/2020
Concentrum Wealth Management7,198$388 03/31/2020
     PDP7,198$388 03/31/2020
Trinity Wealth Management LLC7,085$382 03/31/2020
     PDP7,085$382 03/31/2020
Nwam LLC7,009$378 03/31/2020
     PDP7,009$378 03/31/2020
Citigroup Inc.6,950$375 03/31/2020
     PDP6,950$375 03/31/2020
Avantax Advisory Services Inc.6,851$369 03/31/2020
     PDP6,851$369 03/31/2020
Alpha Cubed Investments LLC6,830$369 03/31/2020
     PDP6,830$369 03/31/2020
Baker Avenue Asset Management LP6,670$359 03/31/2020
     PDP6,670$359 03/31/2020
United Capital Financial Advisers LLC6,273$338 03/31/2020
     PDP6,273$338 03/31/2020
Salomon & Ludwin LLC6,127$331 03/31/2020
     PDP6,127$331 03/31/2020
Surevest LLC5,954$321 03/31/2020
     PDP5,954$321 03/31/2020
Warren Averett Asset Management LLC5,885$318 03/31/2020
     PDP5,885$318 03/31/2020
Stratos Wealth Partners LTD.5,889$318 03/31/2020
     PDP5,889$318 03/31/2020
FMR LLC5,872$317 03/31/2020
     PDP5,872$317 03/31/2020
Total Clarity Wealth Management Inc.5,355$289 03/31/2020
     PDP5,355$289 03/31/2020
Pacific Sun Financial Corp5,082$274 03/31/2020
     PDP5,082$274 03/31/2020
Perigon Wealth Management LLC4,722$270 03/31/2020
     PDP4,722$270 03/31/2020
PNC Financial Services Group Inc.4,974$269 03/31/2020
     PDP4,974$269 03/31/2020
RFG Advisory LLC4,972$268 03/31/2020
     PDP4,972$268 03/31/2020
Old Port Advisors4,813$260 03/31/2020
     PDP4,813$260 03/31/2020
Western Wealth Management LLC4,796$258 03/31/2020
     PDP4,796$258 03/31/2020
Kingsview Wealth Management LLC4,420$239 03/31/2020
     PDP4,420$239 03/31/2020
Principle Wealth Partners LLC4,395$237 03/31/2020
     PDP4,395$237 03/31/2020
Waterloo Capital L.P.4,203$227 03/31/2020
     PDP4,203$227 03/31/2020
Engrave Wealth Partners LLC4,152$224 03/31/2020
     PDP4,152$224 03/31/2020
Magnus Financial Group LLC4,004$216 03/31/2020
     PDP4,004$216 03/31/2020
FineMark National Bank & Trust3,778$204 03/31/2020
     PDP3,778$204 03/31/2020
Cullen Frost Bankers Inc.2,970$160 03/31/2020
     PDP2,970$160 03/31/2020
Northwestern Mutual Wealth Management Co.2,787$150 03/31/2020
     PDP2,787$150 03/31/2020
NEXT Financial Group Inc2,728$147 03/31/2020
     PDP2,728$147 03/31/2020
Advisory Services Network LLC2,695$145 03/31/2020
     PDP2,695$145 03/31/2020
Arkadios Wealth Advisors2,525$136 03/31/2020
     PDP2,525$136 03/31/2020
Claraphi Advisory Network LLC1,810$98 03/31/2020
     PDP1,810$98 03/31/2020
Allred Capital Management LLC1,665$90 03/31/2020
     PDP1,665$90 03/31/2020
Parkside Financial Bank & Trust1,648$89 03/31/2020
     PDP1,648$89 03/31/2020
LifePlan Financial Group Inc1,615$87 03/31/2020
     PDP1,615$87 03/31/2020
US Bancorp DE1,419$76 03/31/2020
     PDP1,419$76 03/31/2020
Synovus Financial Corp1,289$70 03/31/2020
     PDP1,289$70 03/31/2020
MCF Advisors LLC1,140$62 03/31/2020
     PDP1,140$62 03/31/2020
Tortoise Investment Management LLC1,000$54 03/31/2020
     PDP1,000$54 03/31/2020
Ironwood Financial llc800$43 03/31/2020
     PDP800$43 03/31/2020
Parallel Advisors LLC737$39 03/31/2020
     PDP737$39 03/31/2020
Emerald Investment Partners LLC700$38 03/31/2020
     PDP700$38 03/31/2020
Capital Asset Advisory Services LLC550$34 03/31/2020
     PDP550$34 03/31/2020
1776 Wealth LLC400$25 03/31/2020
     PDP400$25 03/31/2020
Ameritas Investment Company LLC440$24 03/31/2020
     PDP440$24 03/31/2020
Eudaimonia Partners LLC425$23 03/31/2020
     PDP425$23 03/31/2020
Squar Milner Financial Services LLC405$21 03/31/2020
     PDP405$21 03/31/2020
Capital Bank & Trust Co350$19 03/31/2020
     PDP350$19 03/31/2020
Motco293$16 03/31/2020
     PDP293$16 03/31/2020
Wealthcare Advisory Partners LLC239$13 03/31/2020
     PDP239$13 03/31/2020
Duncker Streett & Co. Inc.200$11 03/31/2020
     PDP200$11 03/31/2020
Cascade Investment Advisors Inc.205$11 03/31/2020
     PDP205$11 03/31/2020
Atlas Capital Advisors LLC146$8 03/31/2020
     PDP146$8 03/31/2020
Stratos Wealth Advisors LLC153$8 03/31/2020
     PDP153$8 03/31/2020
Verus Capital Partners LLC145$8 03/31/2020
     PDP145$8 03/31/2020
Tradewinds Capital Management LLC104$6 03/31/2020
     PDP104$6 03/31/2020
MV Capital Management Inc.117$6 03/31/2020
     PDP117$6 03/31/2020
Bogart Wealth LLC114$6 03/31/2020
     PDP114$6 03/31/2020
Harwood Advisory Group LLC93$5 03/31/2020
     PDP93$5 03/31/2020
Proequities Inc.81$4 03/31/2020
     PDP81$4 03/31/2020
Clearstead Advisors LLC81$4 03/31/2020
     PDP81$4 03/31/2020
Investors Research Corp78$4 03/31/2020
     PDP78$4 03/31/2020
1 North Wealth Services LLC57$4 12/31/2019
     PDP57$4 12/31/2019
Orion Portfolio Solutions LLC45$2 03/31/2020
     PDP45$2 03/31/2020
BlackRock Inc.15$1 03/31/2020
     PDP15$1 03/31/2020
Cedar Mountain Advisors LLC28$1 03/31/2020
     PDP28$1 03/31/2020
Savior LLC4$0 03/31/2020
     PDP4$0 03/31/2020

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

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