On this page, we present all of the funds holding PFFV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFFV, with a link to that fund's top holdings. The next columns indicate the amount of PFFV stock held by each of the funds holding PFFV, followed by the PFFV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 61 funds holding PFFV 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 PFFV), click the fund name in the "Holder" column of the funds-holding-PFFV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 526,822 | $12,201 | 12/31/2023 |
PFFV | 526,822 | $12,201 | 12/31/2023 |
Envestnet Asset Management Inc. | 336,074 | $7,783 | 12/31/2023 |
PFFV | 336,074 | $7,783 | 12/31/2023 |
Janney Montgomery Scott LLC | 301,074 | $6,973 | 12/31/2023 |
PFFV | 301,074 | $6,973 | 12/31/2023 |
Bedel Financial Consulting Inc. | 254,813 | $5,901 | 12/31/2023 |
PFFV | 254,813 | $5,901 | 12/31/2023 |
Cetera Investment Advisers | 232,924 | $5,395 | 12/31/2023 |
PFFV | 232,924 | $5,395 | 12/31/2023 |
LPL Financial LLC | 145,443 | $3,368 | 12/31/2023 |
PFFV | 145,443 | $3,368 | 12/31/2023 |
Investment Partners Asset Management Inc. | 133,654 | $3,165 | 03/31/2024 |
PFFV | 133,654 | $3,165 | 03/31/2024 |
Princeton Global Asset Management LLC | 89,340 | $2,069 | 12/31/2023 |
PFFV | 89,340 | $2,069 | 12/31/2023 |
Creative Planning | 78,042 | $1,807 | 12/31/2023 |
PFFV | 78,042 | $1,807 | 12/31/2023 |
Seed Wealth Management Inc. | 59,055 | $1,398 | 03/31/2024 |
PFFV | 59,055 | $1,398 | 03/31/2024 |
Truist Financial Corp | 53,622 | $1,242 | 12/31/2023 |
PFFV | 53,622 | $1,242 | 12/31/2023 |
Ausdal Financial Partners Inc. | 52,037 | $1,232 | 03/31/2024 |
PFFV | 52,037 | $1,232 | 03/31/2024 |
Rockefeller Capital Management L.P. | 45,799 | $1,061 | 12/31/2023 |
PFFV | 45,799 | $1,061 | 12/31/2023 |
Castle Rock Wealth Management LLC | 37,396 | $868 | 12/31/2023 |
PFFV | 37,396 | $868 | 12/31/2023 |
Prospera Financial Services Inc | 33,443 | $775 | 12/31/2023 |
PFFV | 33,443 | $775 | 12/31/2023 |
Cetera Advisor Networks LLC | 32,098 | $743 | 12/31/2023 |
PFFV | 32,098 | $743 | 12/31/2023 |
Beacon Financial Group | 27,910 | $646 | 12/31/2023 |
PFFV | 27,910 | $646 | 12/31/2023 |
Comerica Bank | 26,390 | $611 | 12/31/2023 |
PFFV | 26,390 | $611 | 12/31/2023 |
Paulson Wealth Management Inc. | 24,687 | $572 | 12/31/2023 |
PFFV | 24,687 | $572 | 12/31/2023 |
Walter & Keenan Financial Consulting Co. MI ADV | 23,707 | $549 | 12/31/2023 |
PFFV | 23,707 | $549 | 12/31/2023 |
CI Private Wealth LLC | 23,521 | $545 | 12/31/2023 |
PFFV | 23,521 | $545 | 12/31/2023 |
Coulter & Justus Financial Services LLC | 19,565 | $453 | 12/31/2023 |
PFFV | 19,565 | $453 | 12/31/2023 |
Advisor Group Holdings Inc. | 18,718 | $433 | 12/31/2023 |
PFFV | 18,718 | $433 | 12/31/2023 |
US Bancorp DE | 17,065 | $395 | 12/31/2023 |
PFFV | 17,065 | $395 | 12/31/2023 |
Texas Yale Capital Corp. | 16,268 | $377 | 12/31/2023 |
PFFV | 16,268 | $377 | 12/31/2023 |
Perennial Investment Advisors LLC | 12,295 | $285 | 12/31/2023 |
PFFV | 12,295 | $285 | 12/31/2023 |
Ironsides Asset Advisors LLC | 12,206 | $283 | 12/31/2023 |
PFFV | 12,206 | $283 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 11,077 | $257 | 12/31/2023 |
PFFV | 11,077 | $257 | 12/31/2023 |
Acorn Wealth Advisors LLC | 10,758 | $249 | 12/31/2023 |
PFFV | 10,758 | $249 | 12/31/2023 |
Bank of America Corp DE | 10,321 | $239 | 12/31/2023 |
PFFV | 10,321 | $239 | 12/31/2023 |
Firestone Capital Management | 10,138 | $235 | 12/31/2023 |
PFFV | 10,138 | $235 | 12/31/2023 |
MML Investors Services LLC | 9,748 | $226 | 12/31/2023 |
PFFV | 9,748 | $226 | 12/31/2023 |
Jane Street Group LLC | 9,574 | $222 | 12/31/2023 |
PFFV | 9,574 | $222 | 12/31/2023 |
Kestra Advisory Services LLC | 9,413 | $218 | 12/31/2023 |
PFFV | 9,413 | $218 | 12/31/2023 |
GSB Wealth Management LLC | 9,300 | $215 | 12/31/2023 |
PFFV | 9,300 | $215 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 8,821 | $209 | 03/31/2024 |
PFFV | 8,821 | $209 | 03/31/2024 |
Cetera Advisors LLC | 8,996 | $208 | 12/31/2023 |
PFFV | 8,996 | $208 | 12/31/2023 |
Private Advisor Group LLC | 8,988 | $208 | 12/31/2023 |
PFFV | 8,988 | $208 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,639 | $205 | 03/31/2024 |
PFFV | 8,639 | $205 | 03/31/2024 |
Harbour Investments Inc. | 7,910 | $183 | 12/31/2023 |
PFFV | 7,910 | $183 | 12/31/2023 |
CWM LLC | 7,478 | $177 | 03/31/2024 |
PFFV | 7,478 | $177 | 03/31/2024 |
GeoWealth Management LLC | 7,225 | $168 | 12/31/2023 |
PFFV | 7,225 | $168 | 12/31/2023 |
Capital Investment Advisory Services LLC | 5,285 | $125 | 03/31/2024 |
PFFV | 5,285 | $125 | 03/31/2024 |
UBS Group AG | 5,276 | $122 | 12/31/2023 |
PFFV | 5,276 | $122 | 12/31/2023 |
GWM Advisors LLC | 4,639 | $107 | 12/31/2023 |
PFFV | 4,639 | $107 | 12/31/2023 |
Evermay Wealth Management LLC | 4,500 | $104 | 12/31/2023 |
PFFV | 4,500 | $104 | 12/31/2023 |
Private Trust Co. NA | 3,443 | $82 | 03/31/2024 |
PFFV | 3,443 | $82 | 03/31/2024 |
JPMorgan Chase & Co. | 3,023 | $70 | 12/31/2023 |
PFFV | 3,023 | $70 | 12/31/2023 |
Advisory Services Network LLC | 2,350 | $54 | 12/31/2023 |
PFFV | 2,350 | $54 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,651 | $38 | 12/31/2023 |
PFFV | 1,651 | $38 | 12/31/2023 |
Wells Fargo & Company MN | 1,000 | $23 | 12/31/2023 |
PFFV | 1,000 | $23 | 12/31/2023 |
Franklin Resources Inc. | 885 | $20 | 12/31/2023 |
PFFV | 885 | $20 | 12/31/2023 |
First Horizon Advisors Inc. | 468 | $11 | 12/31/2023 |
PFFV | 468 | $11 | 12/31/2023 |
Aptus Capital Advisors LLC | 484 | $11 | 12/31/2023 |
PFFV | 484 | $11 | 12/31/2023 |
Spire Wealth Management | 300 | $7 | 03/31/2024 |
PFFV | 300 | $7 | 03/31/2024 |
Global Retirement Partners LLC | 248 | $6 | 03/31/2024 |
PFFV | 248 | $6 | 03/31/2024 |
Gradient Investments LLC | 181 | $4 | 03/31/2024 |
PFFV | 181 | $4 | 03/31/2024 |
Sunbelt Securities Inc. | 123 | $3 | 03/31/2024 |
PFFV | 123 | $3 | 03/31/2024 |
Sound Income Strategies LLC | 42 | $1 | 03/31/2024 |
PFFV | 42 | $1 | 03/31/2024 |
Farther Finance Advisors LLC | 45 | $1 | 12/31/2023 |
PFFV | 45 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PFFV | 0 | $0 | 12/31/2023 |
Royal Bank of Canada | 21 | $0 | 12/31/2023 |
PFFV | 21 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PFFV
See Details: Top 10 Hedge Funds Holding PFFV
Also See: PFFV Holdings Changes
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