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Funds Holding PDP

On this page, we present all of the funds holding PDP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PDP, with a link to that fund's top holdings. The next columns indicate the amount of PDP stock held by each of the funds holding PDP, followed by the PDP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 178 funds holding PDP 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 PDP), click the fund name in the "Holder" column of the funds-holding-PDP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley850,029$72,669 12/31/2023
     PDP850,029$72,669 12/31/2023
Raymond James & Associates589,914$58,272 03/31/2024
     PDP589,914$58,272 03/31/2024
Wells Fargo & Company MN585,280$50,036 12/31/2023
     PDP585,280$50,036 12/31/2023
Commonwealth Equity Services LLC448,276$38,323 12/31/2023
     PDP448,276$38,323 12/31/2023
Bank of America Corp DE446,118$38,139 12/31/2023
     PDP446,118$38,139 12/31/2023
Global Assets Advisory LLC314,224$31,039 03/31/2024
     PDP314,224$31,039 03/31/2024
Royal Bank of Canada315,111$26,938 12/31/2023
     PDP315,111$26,938 12/31/2023
NewSquare Capital LLC269,744$23,060 12/31/2023
     PDP269,744$23,060 12/31/2023
LPL Financial LLC250,178$21,388 12/31/2023
     PDP250,178$21,388 12/31/2023
Prospera Financial Services Inc249,123$21,298 12/31/2023
     PDP249,123$21,298 12/31/2023
UBS Group AG241,489$20,645 12/31/2023
     PDP241,489$20,645 12/31/2023
Gateway Advisory LLC206,002$17,611 12/31/2023
     PDP206,002$17,611 12/31/2023
Savant Capital LLC179,204$15,320 12/31/2023
     PDP179,204$15,320 12/31/2023
Janney Montgomery Scott LLC174,873$14,950 12/31/2023
     PDP174,873$14,950 12/31/2023
Ameriprise Financial Inc.169,330$14,476 12/31/2023
     PDP169,330$14,476 12/31/2023
Strid Group LLC129,508$12,793 03/31/2024
     PDP129,508$12,793 03/31/2024
Raymond James Financial Services Advisors Inc.121,886$12,040 03/31/2024
     PDP121,886$12,040 03/31/2024
Advisor Group Holdings Inc.124,562$10,649 12/31/2023
     PDP124,562$10,649 12/31/2023
Wealth Enhancement Advisory Services LLC97,436$9,625 03/31/2024
     PDP97,436$9,625 03/31/2024
Rockefeller Capital Management L.P.103,960$8,888 12/31/2023
     PDP103,960$8,888 12/31/2023
Envestnet Asset Management Inc.100,027$8,551 12/31/2023
     PDP100,027$8,551 12/31/2023
GWM Advisors LLC89,136$7,692 12/31/2023
     PDP89,136$7,692 12/31/2023
LJI Wealth Management LLC88,988$7,608 12/31/2023
     PDP88,988$7,608 12/31/2023
JPMorgan Chase & Co.87,526$7,483 12/31/2023
     PDP87,526$7,483 12/31/2023
Stifel Financial Corp79,783$6,821 12/31/2023
     PDP79,783$6,821 12/31/2023
Win Advisors Inc.62,444$6,168 03/31/2024
     PDP62,444$6,168 03/31/2024
Cambridge Investment Research Advisors Inc.50,660$5,004 03/31/2024
     PDP50,660$5,004 03/31/2024
Institute for Wealth Management LLC.48,392$4,137 12/31/2023
     PDP48,392$4,137 12/31/2023
Osborne Partners Capital Management LLC40,814$4,032 03/31/2024
     PDP40,814$4,032 03/31/2024
Tradition Wealth Management LLC44,895$3,832 12/31/2023
     PDP44,895$3,832 12/31/2023
JBR Co Financial Management Inc39,532$3,380 12/31/2023
     PDP39,532$3,380 12/31/2023
EP Wealth Advisors LLC38,323$3,276 12/31/2023
     PDP38,323$3,276 12/31/2023
MTM Investment Management LLC32,956$3,255 03/31/2024
     PDP32,956$3,255 03/31/2024
Truist Financial Corp34,485$2,948 12/31/2023
     PDP34,485$2,948 12/31/2023
Mercer Global Advisors Inc. ADV32,971$2,819 12/31/2023
     PDP32,971$2,819 12/31/2023
National Asset Management Inc.29,419$2,515 12/31/2023
     PDP29,419$2,515 12/31/2023
Blair William & Co. IL27,950$2,389 12/31/2023
     PDP27,950$2,389 12/31/2023
PFG Investments LLC24,163$2,387 03/31/2024
     PDP24,163$2,387 03/31/2024
G&S Capital LLC24,142$2,385 03/31/2024
     PDP24,142$2,385 03/31/2024
MorganRosel Wealth Management LLC23,409$2,312 03/31/2024
     PDP23,409$2,312 03/31/2024
Sovereign Financial Group Inc.21,400$2,114 03/31/2024
     PDP21,400$2,114 03/31/2024
Private Advisory Group LLC24,174$2,067 12/31/2023
     PDP24,174$2,067 12/31/2023
Lunt Capital Management Inc.20,027$1,978 03/31/2024
     PDP20,027$1,978 03/31/2024
D.A. Davidson & CO.21,967$1,878 12/31/2023
     PDP21,967$1,878 12/31/2023
Raymond James Trust N.A.18,183$1,796 03/31/2024
     PDP18,183$1,796 03/31/2024
Forefront Analytics LLC19,404$1,659 12/31/2023
     PDP19,404$1,659 12/31/2023
Capital Investment Advisory Services LLC19,229$1,644 12/31/2023
     PDP19,229$1,644 12/31/2023
MML Investors Services LLC18,798$1,607 12/31/2023
     PDP18,798$1,607 12/31/2023
MGB Wealth Management LLC17,387$1,487 12/31/2023
     PDP17,387$1,487 12/31/2023
Fort Point Capital Partners LLC17,129$1,464 12/31/2023
     PDP17,129$1,464 12/31/2023
AE Wealth Management LLC16,731$1,455 12/31/2023
     PDP16,731$1,455 12/31/2023
Snowden Capital Advisors LLC16,847$1,440 12/31/2023
     PDP16,847$1,440 12/31/2023
Calton & Associates Inc.14,315$1,414 03/31/2024
     PDP14,315$1,414 03/31/2024
Bridgewater Advisors Inc.14,735$1,260 12/31/2023
     PDP14,735$1,260 12/31/2023
Rainsberger Wealth Advisors Inc.14,470$1,237 12/31/2023
     PDP14,470$1,237 12/31/2023
NBC Securities Inc.12,267$1,211 03/31/2024
     PDP12,267$1,211 03/31/2024
Merit Financial Group LLC13,312$1,138 12/31/2023
     PDP13,312$1,138 12/31/2023
Sowell Financial Services LLC11,698$1,000 12/31/2023
     PDP11,698$1,000 12/31/2023
Cetera Advisors LLC11,643$995 12/31/2023
     PDP11,643$995 12/31/2023
Cetera Advisor Networks LLC11,428$977 12/31/2023
     PDP11,428$977 12/31/2023
Benjamin F. Edwards & Company Inc.11,385$973 12/31/2023
     PDP11,385$973 12/31/2023
Comerica Bank10,979$939 12/31/2023
     PDP10,979$939 12/31/2023
Baird Financial Group Inc.10,721$917 12/31/2023
     PDP10,721$917 12/31/2023
Stephens Inc. AR10,494$897 12/31/2023
     PDP10,494$897 12/31/2023
Focus Financial Network Inc.8,440$777 03/31/2024
     PDP8,440$777 03/31/2024
Steward Partners Investment Advisory LLC8,999$769 12/31/2023
     PDP8,999$769 12/31/2023
Lincoln National Corp8,988$768 12/31/2023
     PDP8,988$768 12/31/2023
Buckingham Strategic Wealth LLC8,680$742 12/31/2023
     PDP8,680$742 12/31/2023
Susquehanna International Group LLP $736 12/31/2023
     Call5,200$445 12/31/2023
     PDP3,406$291 12/31/2023
Scotia Capital Inc.8,483$725 12/31/2023
     PDP8,483$725 12/31/2023
Focus Financial Network Inc. ADV8,444$722 12/31/2023
     PDP8,444$722 12/31/2023
Kestra Advisory Services LLC8,180$699 12/31/2023
     PDP8,180$699 12/31/2023
Cetera Investment Advisers8,017$685 12/31/2023
     PDP8,017$685 12/31/2023
Private Advisor Group LLC7,516$643 12/31/2023
     PDP7,516$643 12/31/2023
Citadel Advisors LLC7,504$642 12/31/2023
     PDP7,504$642 12/31/2023
IFP Advisors Inc7,300$624 12/31/2023
     PDP7,300$624 12/31/2023
WMS Partners LLC7,125$609 12/31/2023
     PDP7,125$609 12/31/2023
Geneos Wealth Management Inc.6,945$594 12/31/2023
     PDP6,945$594 12/31/2023
Creative Planning6,752$577 12/31/2023
     PDP6,752$577 12/31/2023
BOKF NA6,642$568 12/31/2023
     PDP6,642$568 12/31/2023
FMR LLC6,126$524 12/31/2023
     PDP6,126$524 12/31/2023
Warren Averett Asset Management LLC6,061$518 12/31/2023
     PDP6,061$518 12/31/2023
Stratos Wealth Partners LTD.5,146$508 03/31/2024
     PDP5,146$508 03/31/2024
Eagle Bay Advisors LLC5,761$493 12/31/2023
     PDP5,761$493 12/31/2023
EPG Wealth Management LLC5,444$490 12/31/2023
     PDP5,444$490 12/31/2023
Cyndeo Wealth Partners LLC4,924$486 03/31/2024
     PDP4,924$486 03/31/2024
WealthBridge Capital Management LLC5,622$481 12/31/2023
     PDP5,622$481 12/31/2023
Private Trust Co. NA4,578$452 03/31/2024
     PDP4,578$452 03/31/2024
Prosperity Financial Group Inc.5,157$441 12/31/2023
     PDP5,157$441 12/31/2023
Atria Wealth Solutions Inc.5,133$439 12/31/2023
     PDP5,133$439 12/31/2023
Principle Wealth Partners LLC4,395$434 03/31/2024
     PDP4,395$434 03/31/2024
TKG Advisors LLC4,991$427 12/31/2023
     PDP4,991$427 12/31/2023
Spire Wealth Management4,264$421 03/31/2024
     PDP4,264$421 03/31/2024
CIBC World Markets Inc.4,896$419 12/31/2023
     PDP4,896$419 12/31/2023
Nwam LLC4,809$411 12/31/2023
     PDP4,809$411 12/31/2023
Colony Group LLC4,739$405 12/31/2023
     PDP4,739$405 12/31/2023
Strategy Asset Managers LLC4,047$400 03/31/2024
     PDP4,047$400 03/31/2024
Trinity Wealth Management LLC3,907$386 03/31/2024
     PDP3,907$386 03/31/2024
Consolidated Planning Corp4,415$377 12/31/2023
     PDP4,415$377 12/31/2023
Baker Avenue Asset Management LP4,392$375 12/31/2023
     PDP4,392$375 12/31/2023
Koshinski Asset Management Inc.4,331$370 12/31/2023
     PDP4,331$370 12/31/2023
Salomon & Ludwin LLC4,243$363 12/31/2023
     PDP4,243$363 12/31/2023
SPC Financial Inc.4,210$360 12/31/2023
     PDP4,210$360 12/31/2023
Golden Road Advisors LLC3,541$350 03/31/2024
     PDP3,541$350 03/31/2024
Second Half Financial Partners LLC4,075$348 12/31/2023
     PDP4,075$348 12/31/2023
Callan Family Office LLC4,000$342 12/31/2023
     PDP4,000$342 12/31/2023
Sapient Capital LLC3,454$341 03/31/2024
     PDP3,454$341 03/31/2024
Journey Strategic Wealth LLC3,905$334 12/31/2023
     PDP3,905$334 12/31/2023
Kingsview Wealth Management LLC3,830$327 12/31/2023
     PDP3,830$327 12/31/2023
Equitable Holdings Inc.3,770$322 12/31/2023
     PDP3,770$322 12/31/2023
Castle Rock Wealth Management LLC3,830$315 12/31/2023
     PDP3,830$315 12/31/2023
Mariner LLC3,629$310 12/31/2023
     PDP3,629$310 12/31/2023
First City Capital Management Inc.3,585$306 12/31/2023
     PDP3,585$306 12/31/2023
Brookstone Capital Management2,995$296 03/31/2024
     PDP2,995$296 03/31/2024
HighTower Advisors LLC3,466$295 12/31/2023
     PDP3,466$295 12/31/2023
Estate Counselors LLC3,450$295 12/31/2023
     PDP3,450$295 12/31/2023
True North Advisors LLC2,874$284 03/31/2024
     PDP2,874$284 03/31/2024
Pacific Sun Financial Corp3,272$280 12/31/2023
     PDP3,272$280 12/31/2023
Northwestern Mutual Wealth Management Co.3,223$276 12/31/2023
     PDP3,223$276 12/31/2023
Keystone Financial Group3,220$275 12/31/2023
     PDP3,220$275 12/31/2023
The PNC Financial Services Group Inc.3,196$273 12/31/2023
     PDP3,196$273 12/31/2023
Coastal Investment Advisors Inc.2,743$271 03/31/2024
     PDP2,743$271 03/31/2024
Selective Wealth Management Inc.2,798$268 03/31/2024
     PDP2,798$268 03/31/2024
Element Wealth LLC3,133$268 12/31/2023
     PDP3,133$268 12/31/2023
Wedbush Securities Inc.3,000$256 12/31/2023
     PDP3,000$256 12/31/2023
Financial Advocates Investment Management3,000$256 12/31/2023
     PDP3,000$256 12/31/2023
Northern Trust Corp2,798$239 12/31/2023
     PDP2,798$239 12/31/2023
CI Private Wealth LLC2,730$233 12/31/2023
     PDP2,730$233 12/31/2023
National Bank of Canada FI2,735$229 12/31/2023
     PDP2,735$229 12/31/2023
Astoria Portfolio Advisors LLC.2,416$226 03/31/2024
     PDP2,416$226 03/31/2024
Shilanski & Associates Inc.2,221$219 03/31/2024
     PDP2,221$219 03/31/2024
Arkadios Wealth Advisors2,528$216 12/31/2023
     PDP2,528$216 12/31/2023
Apollon Financial LLC2,432$208 12/31/2023
     PDP2,432$208 12/31/2023
Welch & Forbes LLC2,419$207 12/31/2023
     PDP2,419$207 12/31/2023
Perigon Wealth Management LLC2,350$201 12/31/2023
     PDP2,350$201 12/31/2023
CWM LLC1,923$190 03/31/2024
     PDP1,923$190 03/31/2024
Proequities Inc.2,165$185 12/31/2023
     PDP2,165$185 12/31/2023
DB Wealth Management Group LLC2,102$180 12/31/2023
     PDP2,102$180 12/31/2023
Harbor Investment Advisory LLC1,790$177 03/31/2024
     PDP1,790$177 03/31/2024
Citigroup Inc.2,076$177 12/31/2023
     PDP2,076$177 12/31/2023
Bank of Montreal Can1,806$156 12/31/2023
     PDP1,806$156 12/31/2023
Founders Financial Alliance LLC1,661$142 12/31/2023
     PDP1,661$142 12/31/2023
Fortis Advisors LLC1,377$118 12/31/2023
     PDP1,377$118 12/31/2023
Wagner Wealth Management LLC1,185$117 03/31/2024
     PDP1,185$117 03/31/2024
Allworth Financial LP1,153$114 03/31/2024
     PDP1,153$114 03/31/2024
MCF Advisors LLC1,140$113 03/31/2024
     PDP1,140$113 03/31/2024
Advisory Services Network LLC1,071$92 12/31/2023
     PDP1,071$92 12/31/2023
HHM Wealth Advisors LLC1,010$86 12/31/2023
     PDP1,010$86 12/31/2023
Tortoise Investment Management LLC1,000$85 12/31/2023
     PDP1,000$85 12/31/2023
Fifth Third Bancorp843$83 03/31/2024
     PDP843$83 03/31/2024
Anchor Investment Management LLC855$73 12/31/2023
     PDP855$73 12/31/2023
WealthShield Partners LLC700$60 12/31/2023
     PDP700$60 12/31/2023
Parallel Advisors LLC662$57 12/31/2023
     PDP662$57 12/31/2023
Harbour Investments Inc.594$51 12/31/2023
     PDP594$51 12/31/2023
Tower Research Capital LLC TRC 600$51 12/31/2023
     PDP600$51 12/31/2023
Northwest Financial Advisors590$50 12/31/2023
     PDP590$50 12/31/2023
Hexagon Capital Partners LLC500$49 03/31/2024
     PDP500$49 03/31/2024
Capital Investment Counsel Inc467$40 12/31/2023
     PDP467$40 12/31/2023
Carolina Wealth Advisors LLC393$39 03/31/2024
     PDP393$39 03/31/2024
Barrett & Company Inc.300$30 03/31/2024
     PDP300$30 03/31/2024
Creative Financial Designs Inc. ADV356$30 12/31/2023
     PDP356$30 12/31/2023
FSC Wealth Advisors LLC203$20 03/31/2024
     PDP203$20 03/31/2024
Global Retirement Partners LLC185$18 03/31/2024
     PDP185$18 03/31/2024
Tidemark LLC209$18 12/31/2023
     PDP209$18 12/31/2023
Atlas Capital Advisors LLC120$12 03/31/2024
     PDP120$12 03/31/2024
MV Capital Management Inc.117$12 03/31/2024
     PDP117$12 03/31/2024
AdvisorNet Financial Inc110$11 03/31/2024
     PDP110$11 03/31/2024
Bogart Wealth LLC114$11 03/31/2024
     PDP114$11 03/31/2024
WFA Asset Management Corp100$10 03/31/2024
     PDP100$10 03/31/2024
Cambridge Trust Co.120$10 12/31/2023
     PDP120$10 12/31/2023
Principal Securities Inc.109$9 12/31/2023
     PDP109$9 12/31/2023
Smartleaf Asset Management LLC101$9 12/31/2023
     PDP101$9 12/31/2023
Aspire Wealth Management Corp85$7 12/31/2023
     PDP85$7 12/31/2023
Investors Research Corp75$6 12/31/2023
     PDP75$6 12/31/2023
Cedar Mountain Advisors LLC28$3 03/31/2024
     PDP28$3 03/31/2024
Register Financial Advisors LLC12$1 03/31/2024
     PDP12$1 03/31/2024
ZRC Wealth Management LLC6$1 03/31/2024
     PDP6$1 03/31/2024
Capital Analysts LLC12$1 12/31/2023
     PDP12$1 12/31/2023
VitalStone Financial LLC5$0 12/31/2023
     PDP5$0 12/31/2023

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

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