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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 392,916 | $3,316 | 12/31/2023 |
PFL | 392,916 | $3,316 | 12/31/2023 |
Guggenheim Capital LLC | 392,266 | $3,311 | 12/31/2023 |
PFL | 392,266 | $3,311 | 12/31/2023 |
Invesco Ltd. | 272,570 | $2,300 | 12/31/2023 |
PFL | 272,570 | $2,300 | 12/31/2023 |
Shaker Financial Services LLC | 250,269 | $2,133 | 12/31/2023 |
PFL | 250,269 | $2,133 | 12/31/2023 |
Stifel Financial Corp | 224,588 | $1,896 | 12/31/2023 |
PFL | 224,588 | $1,896 | 12/31/2023 |
LPL Financial LLC | 208,434 | $1,759 | 12/31/2023 |
PFL | 208,434 | $1,759 | 12/31/2023 |
Atria Wealth Solutions Inc. | 173,340 | $1,463 | 12/31/2023 |
PFL | 173,340 | $1,463 | 12/31/2023 |
Cetera Advisor Networks LLC | 162,025 | $1,367 | 12/31/2023 |
PFL | 162,025 | $1,367 | 12/31/2023 |
Advisor Group Holdings Inc. | 152,370 | $1,286 | 12/31/2023 |
PFL | 152,370 | $1,286 | 12/31/2023 |
Bank of America Corp DE | 132,084 | $1,115 | 12/31/2023 |
PFL | 132,084 | $1,115 | 12/31/2023 |
Commonwealth Equity Services LLC | 122,728 | $1,036 | 12/31/2023 |
PFL | 122,728 | $1,036 | 12/31/2023 |
Truist Financial Corp | 110,790 | $935 | 12/31/2023 |
PFL | 110,790 | $935 | 12/31/2023 |
GWM Advisors LLC | 108,000 | $914 | 12/31/2023 |
PFL | 108,000 | $914 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 99,091 | $836 | 12/31/2023 |
PFL | 99,091 | $836 | 12/31/2023 |
Royal Bank of Canada | 87,666 | $740 | 12/31/2023 |
PFL | 87,666 | $740 | 12/31/2023 |
Ameriprise Financial Inc. | 81,078 | $684 | 12/31/2023 |
PFL | 81,078 | $684 | 12/31/2023 |
Semus Wealth Partners LLC | 75,682 | $639 | 12/31/2023 |
PFL | 75,682 | $639 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 70,259 | $593 | 12/31/2023 |
PFL | 70,259 | $593 | 12/31/2023 |
Apollon Wealth Management LLC | 58,213 | $491 | 12/31/2023 |
PFL | 58,213 | $491 | 12/31/2023 |
Western Wealth Management LLC | 53,454 | $451 | 12/31/2023 |
PFL | 53,454 | $451 | 12/31/2023 |
Synovus Financial Corp | 45,611 | $385 | 12/31/2023 |
PFL | 45,611 | $385 | 12/31/2023 |
Janney Montgomery Scott LLC | 44,004 | $371 | 12/31/2023 |
PFL | 44,004 | $371 | 12/31/2023 |
Mariner LLC | 39,977 | $337 | 12/31/2023 |
PFL | 39,977 | $337 | 12/31/2023 |
Armor Investment Advisors LLC | 38,527 | $325 | 12/31/2023 |
PFL | 38,527 | $325 | 12/31/2023 |
Wells Fargo & Company MN | 36,970 | $312 | 12/31/2023 |
PFL | 36,970 | $312 | 12/31/2023 |
Kingsview Wealth Management LLC | 27,473 | $232 | 12/31/2023 |
PFL | 27,473 | $232 | 12/31/2023 |
Moser Wealth Advisors LLC | 27,209 | $230 | 12/31/2023 |
PFL | 27,209 | $230 | 12/31/2023 |
Creative Planning | 27,021 | $228 | 12/31/2023 |
PFL | 27,021 | $228 | 12/31/2023 |
D.A. Davidson & CO. | 25,475 | $215 | 12/31/2023 |
PFL | 25,475 | $215 | 12/31/2023 |
Sonora Investment Management Group LLC | 25,065 | $212 | 12/31/2023 |
PFL | 25,065 | $212 | 12/31/2023 |
Shufro Rose & Co. LLC | 23,600 | $199 | 12/31/2023 |
PFL | 23,600 | $199 | 12/31/2023 |
Susquehanna International Group LLP | 22,585 | $191 | 12/31/2023 |
PFL | 22,585 | $191 | 12/31/2023 |
Virtu Financial LLC | 21,079 | $178 | 12/31/2023 |
PFL | 21,079 | $178 | 12/31/2023 |
Kestra Advisory Services LLC | 20,939 | $177 | 12/31/2023 |
PFL | 20,939 | $177 | 12/31/2023 |
Consolidated Portfolio Review Corp | 20,335 | $172 | 12/31/2023 |
PFL | 20,335 | $172 | 12/31/2023 |
Lido Advisors LLC | 20,000 | $170 | 12/31/2023 |
PFL | 20,000 | $170 | 12/31/2023 |
Moors & Cabot Inc. | 20,000 | $169 | 12/31/2023 |
PFL | 20,000 | $169 | 12/31/2023 |
UBS Group AG | 17,376 | $147 | 12/31/2023 |
PFL | 17,376 | $147 | 12/31/2023 |
Nomura Holdings Inc. | 13,405 | $113 | 12/31/2023 |
PFL | 13,405 | $113 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 12,505 | $106 | 12/31/2023 |
PFL | 12,505 | $106 | 12/31/2023 |
CoreCap Advisors LLC | 12,430 | $105 | 12/31/2023 |
PFL | 12,430 | $105 | 12/31/2023 |
Raymond James Trust N.A. | 12,155 | $103 | 12/31/2023 |
PFL | 12,155 | $103 | 12/31/2023 |
Cetera Advisors LLC | 10,483 | $88 | 12/31/2023 |
PFL | 10,483 | $88 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 10,286 | $87 | 12/31/2023 |
PFL | 10,286 | $87 | 12/31/2023 |
AE Wealth Management LLC | 10,017 | $85 | 12/31/2023 |
PFL | 10,017 | $85 | 12/31/2023 |
The PNC Financial Services Group Inc. | 10,000 | $84 | 12/31/2023 |
PFL | 10,000 | $84 | 12/31/2023 |
TD Waterhouse Canada Inc. | 7,600 | $65 | 12/31/2023 |
PFL | 7,600 | $65 | 12/31/2023 |
JPMorgan Chase & Co. | 5,996 | $51 | 12/31/2023 |
PFL | 5,996 | $51 | 12/31/2023 |
Advisory Services Network LLC | 5,687 | $48 | 12/31/2023 |
PFL | 5,687 | $48 | 12/31/2023 |
Tradition Wealth Management LLC | 5,302 | $45 | 12/31/2023 |
PFL | 5,302 | $45 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 2,435 | $21 | 12/31/2023 |
PFL | 2,435 | $21 | 12/31/2023 |
Citigroup Inc. | 2,164 | $18 | 12/31/2023 |
PFL | 2,164 | $18 | 12/31/2023 |
Hollencrest Capital Management | 1,254 | $11 | 12/31/2023 |
PFL | 1,254 | $11 | 12/31/2023 |
Raleigh Capital Management Inc. | 1,330 | $11 | 12/31/2023 |
PFL | 1,330 | $11 | 12/31/2023 |
Sound Income Strategies LLC | 955 | $8 | 03/31/2024 |
PFL | 955 | $8 | 03/31/2024 |
US Bancorp DE | 660 | $6 | 12/31/2023 |
PFL | 660 | $6 | 12/31/2023 |
Comerica Bank | 730 | $6 | 12/31/2023 |
PFL | 730 | $6 | 12/31/2023 |
Geneos Wealth Management Inc. | 558 | $5 | 12/31/2023 |
PFL | 558 | $5 | 12/31/2023 |
FNY Investment Advisers LLC | 500 | $4 | 12/31/2023 |
PFL | 500 | $4 | 12/31/2023 |
Key Financial Inc | 488 | $4 | 12/31/2023 |
PFL | 488 | $4 | 12/31/2023 |
National Bank of Canada FI | 409 | $3 | 12/31/2023 |
PFL | 409 | $3 | 12/31/2023 |
Farther Finance Advisors LLC | 91 | $1 | 12/31/2023 |
PFL | 91 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PFL | 0 | $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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