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Funds Holding PFL

On this page, we present all of the funds holding PFL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFL, with a link to that fund's top holdings. The next columns indicate the amount of PFL stock held by each of the funds holding PFL, followed by the PFL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 62 funds holding PFL 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 PFL), click the fund name in the "Holder" column of the funds-holding-PFL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley392,916$3,316 12/31/2023
     PFL392,916$3,316 12/31/2023
Guggenheim Capital LLC392,266$3,311 12/31/2023
     PFL392,266$3,311 12/31/2023
Invesco Ltd.272,570$2,300 12/31/2023
     PFL272,570$2,300 12/31/2023
Shaker Financial Services LLC250,269$2,133 12/31/2023
     PFL250,269$2,133 12/31/2023
Stifel Financial Corp224,588$1,896 12/31/2023
     PFL224,588$1,896 12/31/2023
LPL Financial LLC208,434$1,759 12/31/2023
     PFL208,434$1,759 12/31/2023
Atria Wealth Solutions Inc.173,340$1,463 12/31/2023
     PFL173,340$1,463 12/31/2023
Cetera Advisor Networks LLC162,025$1,367 12/31/2023
     PFL162,025$1,367 12/31/2023
Advisor Group Holdings Inc.152,370$1,286 12/31/2023
     PFL152,370$1,286 12/31/2023
Bank of America Corp DE132,084$1,115 12/31/2023
     PFL132,084$1,115 12/31/2023
Commonwealth Equity Services LLC122,728$1,036 12/31/2023
     PFL122,728$1,036 12/31/2023
Truist Financial Corp110,790$935 12/31/2023
     PFL110,790$935 12/31/2023
GWM Advisors LLC108,000$914 12/31/2023
     PFL108,000$914 12/31/2023
Horizon Kinetics Asset Management LLC99,091$836 12/31/2023
     PFL99,091$836 12/31/2023
Royal Bank of Canada87,666$740 12/31/2023
     PFL87,666$740 12/31/2023
Ameriprise Financial Inc.81,078$684 12/31/2023
     PFL81,078$684 12/31/2023
Semus Wealth Partners LLC75,682$639 12/31/2023
     PFL75,682$639 12/31/2023
Cambridge Investment Research Advisors Inc.70,259$593 12/31/2023
     PFL70,259$593 12/31/2023
Apollon Wealth Management LLC58,213$491 12/31/2023
     PFL58,213$491 12/31/2023
Western Wealth Management LLC53,454$451 12/31/2023
     PFL53,454$451 12/31/2023
Synovus Financial Corp45,611$385 12/31/2023
     PFL45,611$385 12/31/2023
Janney Montgomery Scott LLC44,004$371 12/31/2023
     PFL44,004$371 12/31/2023
Mariner LLC39,977$337 12/31/2023
     PFL39,977$337 12/31/2023
Armor Investment Advisors LLC38,527$325 12/31/2023
     PFL38,527$325 12/31/2023
Wells Fargo & Company MN36,970$312 12/31/2023
     PFL36,970$312 12/31/2023
Kingsview Wealth Management LLC27,473$232 12/31/2023
     PFL27,473$232 12/31/2023
Moser Wealth Advisors LLC27,209$230 12/31/2023
     PFL27,209$230 12/31/2023
Creative Planning27,021$228 12/31/2023
     PFL27,021$228 12/31/2023
D.A. Davidson & CO.25,475$215 12/31/2023
     PFL25,475$215 12/31/2023
Sonora Investment Management Group LLC25,065$212 12/31/2023
     PFL25,065$212 12/31/2023
Shufro Rose & Co. LLC23,600$199 12/31/2023
     PFL23,600$199 12/31/2023
Susquehanna International Group LLP22,585$191 12/31/2023
     PFL22,585$191 12/31/2023
Virtu Financial LLC21,079$178 12/31/2023
     PFL21,079$178 12/31/2023
Kestra Advisory Services LLC20,939$177 12/31/2023
     PFL20,939$177 12/31/2023
Consolidated Portfolio Review Corp20,335$172 12/31/2023
     PFL20,335$172 12/31/2023
Lido Advisors LLC20,000$170 12/31/2023
     PFL20,000$170 12/31/2023
Moors & Cabot Inc.20,000$169 12/31/2023
     PFL20,000$169 12/31/2023
UBS Group AG17,376$147 12/31/2023
     PFL17,376$147 12/31/2023
Nomura Holdings Inc.13,405$113 12/31/2023
     PFL13,405$113 12/31/2023
Fortitude Advisory Group L.L.C.12,505$106 12/31/2023
     PFL12,505$106 12/31/2023
CoreCap Advisors LLC12,430$105 12/31/2023
     PFL12,430$105 12/31/2023
Raymond James Trust N.A.12,155$103 12/31/2023
     PFL12,155$103 12/31/2023
Cetera Advisors LLC10,483$88 12/31/2023
     PFL10,483$88 12/31/2023
Northwestern Mutual Wealth Management Co.10,286$87 12/31/2023
     PFL10,286$87 12/31/2023
AE Wealth Management LLC10,017$85 12/31/2023
     PFL10,017$85 12/31/2023
The PNC Financial Services Group Inc.10,000$84 12/31/2023
     PFL10,000$84 12/31/2023
TD Waterhouse Canada Inc.7,600$65 12/31/2023
     PFL7,600$65 12/31/2023
JPMorgan Chase & Co.5,996$51 12/31/2023
     PFL5,996$51 12/31/2023
Advisory Services Network LLC5,687$48 12/31/2023
     PFL5,687$48 12/31/2023
Tradition Wealth Management LLC5,302$45 12/31/2023
     PFL5,302$45 12/31/2023
Benjamin F. Edwards & Company Inc.2,435$21 12/31/2023
     PFL2,435$21 12/31/2023
Citigroup Inc.2,164$18 12/31/2023
     PFL2,164$18 12/31/2023
Hollencrest Capital Management1,254$11 12/31/2023
     PFL1,254$11 12/31/2023
Raleigh Capital Management Inc.1,330$11 12/31/2023
     PFL1,330$11 12/31/2023
Sound Income Strategies LLC955$8 03/31/2024
     PFL955$8 03/31/2024
US Bancorp DE660$6 12/31/2023
     PFL660$6 12/31/2023
Comerica Bank730$6 12/31/2023
     PFL730$6 12/31/2023
Geneos Wealth Management Inc.558$5 12/31/2023
     PFL558$5 12/31/2023
FNY Investment Advisers LLC500$4 12/31/2023
     PFL500$4 12/31/2023
Key Financial Inc488$4 12/31/2023
     PFL488$4 12/31/2023
National Bank of Canada FI409$3 12/31/2023
     PFL409$3 12/31/2023
Farther Finance Advisors LLC91$1 12/31/2023
     PFL91$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFL0$0 12/31/2023

See Summary: Institutional Holders of PFL
See Details: Top 10 Hedge Funds Holding PFL
Also See: PFL Insider Buying
Also See: PFL Holdings Changes

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