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Funds Holding PFN

On this page, we present all of the funds holding PFN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PFN, with a link to that fund's top holdings. The next columns indicate the amount of PFN stock held by each of the funds holding PFN, followed by the PFN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 103 funds holding PFN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Rivernorth Capital Management LLC. For more details on the positions held by Rivernorth Capital Management LLC (or by any of the other funds holding PFN), click the fund name in the "Holder" column of the funds-holding-PFN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Rivernorth Capital Management LLC1,521,498$11,000 12/31/2023
     PFN1,521,498$11,000 12/31/2023
LPL Financial LLC948,609$6,858 12/31/2023
     PFN948,609$6,858 12/31/2023
Invesco Ltd.786,132$5,684 12/31/2023
     PFN786,132$5,684 12/31/2023
EverSource Wealth Advisors LLC724,459$5,238 12/31/2023
     PFN724,459$5,238 12/31/2023
Cohen & Steers Inc.696,234$5,034 12/31/2023
     PFN696,234$5,034 12/31/2023
Guggenheim Capital LLC684,938$4,952 12/31/2023
     PFN684,938$4,952 12/31/2023
Penserra Capital Management LLC476,598$3,445 12/31/2023
     PFN476,598$3,445 12/31/2023
Northwestern Mutual Wealth Management Co.473,262$3,422 12/31/2023
     PFN473,262$3,422 12/31/2023
Shaker Financial Services LLC463,132$3,377 12/31/2023
     PFN463,132$3,377 12/31/2023
Ameriprise Financial Inc.395,105$2,857 12/31/2023
     PFN395,105$2,857 12/31/2023
Consolidated Portfolio Review Corp378,023$2,733 12/31/2023
     PFN378,023$2,733 12/31/2023
Morgan Stanley317,242$2,294 12/31/2023
     PFN317,242$2,294 12/31/2023
Commonwealth Equity Services LLC305,263$2,207 12/31/2023
     PFN305,263$2,207 12/31/2023
Horizon Kinetics Asset Management LLC279,734$2,022 12/31/2023
     PFN279,734$2,022 12/31/2023
Wells Fargo & Company MN277,986$2,010 12/31/2023
     PFN277,986$2,010 12/31/2023
Raymond James & Associates247,602$1,790 12/31/2023
     PFN247,602$1,790 12/31/2023
Moors & Cabot Inc.112,169$811 12/31/2023
     PFN112,169$811 12/31/2023
Bank of America Corp DE111,585$807 12/31/2023
     PFN111,585$807 12/31/2023
GWM Advisors LLC102,808$757 12/31/2023
     PFN102,808$757 12/31/2023
UBS Group AG100,438$726 12/31/2023
     PFN100,438$726 12/31/2023
Synovus Financial Corp100,284$725 12/31/2023
     PFN100,284$725 12/31/2023
TCG Advisory Services LLC99,659$721 12/31/2023
     PFN99,659$721 12/31/2023
Private Trust Co. NA93,382$675 12/31/2023
     PFN93,382$675 12/31/2023
CoreCap Advisors LLC86,305$624 12/31/2023
     PFN86,305$624 12/31/2023
Stratos Wealth Partners LTD.82,191$613 03/31/2024
     PFN82,191$613 03/31/2024
Royal Bank of Canada83,735$606 12/31/2023
     PFN83,735$606 12/31/2023
Clear Creek Financial Management LLC70,518$510 12/31/2023
     PFN70,518$510 12/31/2023
Semus Wealth Partners LLC70,564$510 12/31/2023
     PFN70,564$510 12/31/2023
Cambridge Investment Research Advisors Inc.66,203$479 12/31/2023
     PFN66,203$479 12/31/2023
Landscape Capital Management L.L.C.63,426$459 12/31/2023
     PFN63,426$459 12/31/2023
Certified Advisory Corp57,969$419 12/31/2023
     PFN57,969$419 12/31/2023
Addison Capital Co57,434$415 12/31/2023
     PFN57,434$415 12/31/2023
Pinnacle Associates Ltd.51,970$376 12/31/2023
     PFN51,970$376 12/31/2023
Advisor Group Holdings Inc.51,005$369 12/31/2023
     PFN51,005$369 12/31/2023
Apollon Wealth Management LLC47,157$341 12/31/2023
     PFN47,157$341 12/31/2023
Truist Financial Corp44,110$319 12/31/2023
     PFN44,110$319 12/31/2023
Main Street Financial Solutions LLC41,890$303 12/31/2023
     PFN41,890$303 12/31/2023
Stifel Financial Corp39,687$287 12/31/2023
     PFN39,687$287 12/31/2023
Advisory Services Network LLC39,031$282 12/31/2023
     PFN39,031$282 12/31/2023
Atomi Financial Group Inc.38,854$281 12/31/2023
     PFN38,854$281 12/31/2023
Cetera Advisors LLC38,416$278 12/31/2023
     PFN38,416$278 12/31/2023
GeoWealth Management LLC38,400$278 12/31/2023
     PFN38,400$278 12/31/2023
Raymond James Financial Services Advisors Inc.38,084$275 12/31/2023
     PFN38,084$275 12/31/2023
TNF LLC34,175$255 12/31/2023
     PFN34,175$255 12/31/2023
National Asset Management Inc.34,339$251 12/31/2023
     PFN34,339$251 12/31/2023
Financial Alternatives Inc34,528$250 12/31/2023
     PFN34,528$250 12/31/2023
Atria Wealth Solutions Inc.32,486$236 12/31/2023
     PFN32,486$236 12/31/2023
Lido Advisors LLC31,971$233 12/31/2023
     PFN31,971$233 12/31/2023
D.A. Davidson & CO.31,963$231 12/31/2023
     PFN31,963$231 12/31/2023
Vanguard Capital Wealth Advisors30,000$224 03/31/2024
     PFN30,000$224 03/31/2024
Cetera Advisor Networks LLC30,789$223 12/31/2023
     PFN30,789$223 12/31/2023
Janney Montgomery Scott LLC30,575$221 12/31/2023
     PFN30,575$221 12/31/2023
Aptus Capital Advisors LLC28,872$209 12/31/2023
     PFN28,872$209 12/31/2023
Shufro Rose & Co. LLC31,400$207 12/31/2023
     PFN31,400$207 12/31/2023
Sonora Investment Management Group LLC28,660$207 12/31/2023
     PFN28,660$207 12/31/2023
Walled Lake Planning & Wealth Management LLC27,700$200 12/31/2023
     PFN27,700$200 12/31/2023
Focus Financial Network Inc. ADV24,969$182 12/31/2023
     PFN24,969$182 12/31/2023
St. Louis Financial Planners Asset Management LLC22,394$168 03/31/2024
     PFN22,394$168 03/31/2024
Edge Wealth Management LLC19,800$148 03/31/2024
     PFN19,800$148 03/31/2024
First Foundation Advisors19,591$142 12/31/2023
     PFN19,591$142 12/31/2023
Cetera Investment Advisers18,303$132 12/31/2023
     PFN18,303$132 12/31/2023
Asset Allocation & Management Company LLC17,500$131 03/31/2024
     PFN17,500$131 03/31/2024
Koshinski Asset Management Inc.17,642$128 12/31/2023
     PFN17,642$128 12/31/2023
Private Advisor Group LLC17,014$123 12/31/2023
     PFN17,014$123 12/31/2023
Burns J W & Co. Inc. NY15,600$116 03/31/2024
     PFN15,600$116 03/31/2024
Raymond James Trust N.A.15,935$115 12/31/2023
     PFN15,935$115 12/31/2023
Wedbush Securities Inc.15,673$113 12/31/2023
     PFN15,673$113 12/31/2023
Geneos Wealth Management Inc.14,394$104 12/31/2023
     PFN14,394$104 12/31/2023
Conning Inc.13,666$99 12/31/2023
     PFN13,666$99 12/31/2023
Cary Street Partners Investment Advisory LLC13,700$99 12/31/2023
     PFN13,700$99 12/31/2023
Bank of Montreal Can13,250$96 12/31/2023
     PFN13,250$96 12/31/2023
Great Valley Advisor Group Inc.12,628$91 12/31/2023
     PFN12,628$91 12/31/2023
Wealth Alliance Advisory Group LLC12,000$90 03/31/2024
     PFN12,000$90 03/31/2024
Amplius Wealth Advisors LLC11,000$82 03/31/2024
     PFN11,000$82 03/31/2024
Wsfs Capital Management LLC10,993$79 12/31/2023
     PFN10,993$79 12/31/2023
Foundations Investment Advisors LLC10,281$77 12/31/2023
     PFN10,281$77 12/31/2023
Keudell Morrison Wealth Management10,450$76 12/31/2023
     PFN10,450$76 12/31/2023
Essex Financial Services Inc.10,428$75 12/31/2023
     PFN10,428$75 12/31/2023
Capstone Financial Advisors Inc.10,400$75 12/31/2023
     PFN10,400$75 12/31/2023
Citigroup Inc.7,132$52 12/31/2023
     PFN7,132$52 12/31/2023
Elequin Capital LP6,129$44 12/31/2023
     PFN6,129$44 12/31/2023
The PNC Financial Services Group Inc.5,700$41 12/31/2023
     PFN5,700$41 12/31/2023
Global Retirement Partners LLC5,270$40 12/31/2023
     PFN5,270$40 12/31/2023
Hollencrest Capital Management5,105$37 12/31/2023
     PFN5,105$37 12/31/2023
Sound Income Strategies LLC4,786$36 03/31/2024
     PFN4,786$36 03/31/2024
Spire Wealth Management4,470$33 12/31/2023
     PFN4,470$33 12/31/2023
GPS Wealth Strategies Group LLC4,435$32 12/31/2023
     PFN4,435$32 12/31/2023
TD Waterhouse Canada Inc.4,300$31 12/31/2023
     PFN4,300$31 12/31/2023
Comerica Bank3,550$26 12/31/2023
     PFN3,550$26 12/31/2023
Principal Securities Inc.2,340$17 12/31/2023
     PFN2,340$17 12/31/2023
Baystate Wealth Management LLC2,020$15 12/31/2023
     PFN2,020$15 12/31/2023
US Bancorp DE2,000$14 12/31/2023
     PFN2,000$14 12/31/2023
Colonial Trust Advisors1,900$14 12/31/2023
     PFN1,900$14 12/31/2023
FNY Investment Advisers LLC1,200$8 12/31/2023
     PFN1,200$8 12/31/2023
CWM LLC1,000$7 03/31/2024
     PFN1,000$7 03/31/2024
Gs Investments Inc.1,000$7 12/31/2023
     PFN1,000$7 12/31/2023
Creative Financial Designs Inc. ADV885$6 12/31/2023
     PFN885$6 12/31/2023
Concord Wealth Partners799$6 12/31/2023
     PFN799$6 12/31/2023
Key Financial Inc548$4 12/31/2023
     PFN548$4 12/31/2023
Focused Wealth Management Inc466$3 12/31/2023
     PFN466$3 12/31/2023
Highlander Capital Management LLC327$2 12/31/2023
     PFN327$2 12/31/2023
Mark Sheptoff Financial Planning LLC300$2 12/31/2023
     PFN300$2 12/31/2023
JPMorgan Chase & Co.107$1 12/31/2023
     PFN107$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PFN0$0 12/31/2023

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

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