HoldingsChannel.com
Funds Holding PRFZ
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.3,502,730$313,284 03/31/2020
     PRFZ3,502,730$313,284 03/31/2020
Bank of America Corp DE803,571$71,871 03/31/2020
     PRFZ803,571$71,871 03/31/2020
Invesco Ltd.690,659$61,773 03/31/2020
     PRFZ690,659$61,773 03/31/2020
Hefren Tillotson Inc.575,879$51,789 03/31/2020
     PRFZ575,879$51,789 03/31/2020
Morgan Stanley308,242$27,569 03/31/2020
     PRFZ308,242$27,569 03/31/2020
Mariner LLC277,127$24,786 03/31/2020
     PRFZ277,127$24,786 03/31/2020
Raymond James & Associates270,113$24,159 03/31/2020
     PRFZ270,113$24,159 03/31/2020
Warren Averett Asset Management LLC260,095$23,263 03/31/2020
     PRFZ260,095$23,263 03/31/2020
Ladenburg Thalmann Financial Services Inc.174,297$20,218 12/31/2019
     PRFZ174,297$20,218 12/31/2019
Royal Bank of Canada160,871$14,389 03/31/2020
     PRFZ160,871$14,389 03/31/2020
UBS Group AG147,296$13,174 03/31/2020
     PRFZ147,296$13,174 03/31/2020
Advisor Group Holdings Inc.193,114$12,619 03/31/2020
     PRFZ193,114$12,619 03/31/2020
Waddell & Associates LLC116,738$10,441 03/31/2020
     PRFZ116,738$10,441 03/31/2020
Wells Fargo & Company MN92,786$8,299 03/31/2020
     PRFZ92,786$8,299 03/31/2020
Cetera Advisor Networks LLC85,451$7,643 03/31/2020
     PRFZ85,451$7,643 03/31/2020
Arbor Investment Advisors LLC84,230$7,534 03/31/2020
     PRFZ84,230$7,534 03/31/2020
Ameriprise Financial Inc.75,715$6,773 03/31/2020
     PRFZ75,715$6,773 03/31/2020
LPL Financial LLC72,623$6,495 03/31/2020
     PRFZ72,623$6,495 03/31/2020
Commonwealth Equity Services LLC72,316$6,467 03/31/2020
     PRFZ72,316$6,467 03/31/2020
Carroll Financial Associates Inc.66,769$5,971 03/31/2020
     PRFZ66,769$5,971 03/31/2020
Charles Schwab Trust Co62,228$5,566 03/31/2020
     PRFZ62,228$5,566 03/31/2020
Accredited Investors Inc.59,936$5,361 03/31/2020
     PRFZ59,936$5,361 03/31/2020
Legacy Private Trust Co.52,151$4,664 03/31/2020
     PRFZ52,151$4,664 03/31/2020
Susquehanna International Group LLP50,530$4,519 03/31/2020
     PRFZ50,530$4,519 03/31/2020
Arlington Financial Advisors LLC50,447$4,512 03/31/2020
     PRFZ50,447$4,512 03/31/2020
ARGI Investment Services LLC48,723$4,358 03/31/2020
     PRFZ48,723$4,358 03/31/2020
Tower Research Capital LLC TRC 47,447$4,244 03/31/2020
     PRFZ47,447$4,244 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC26,670$3,646 12/31/2019
     PRFZ26,670$3,646 12/31/2019
HighTower Advisors LLC40,549$3,634 03/31/2020
     PRFZ40,549$3,634 03/31/2020
Raymond James Financial Services Advisors Inc.40,375$3,611 03/31/2020
     PRFZ40,375$3,611 03/31/2020
Envestnet Asset Management Inc.39,671$3,548 03/31/2020
     PRFZ39,671$3,548 03/31/2020
Callan Capital LLC36,100$3,229 03/31/2020
     PRFZ36,100$3,229 03/31/2020
Cardan Capital Partners LLC33,021$2,953 03/31/2020
     PRFZ33,021$2,953 03/31/2020
Advisor Group Inc.21,488$2,937 12/31/2019
     PRFZ21,488$2,937 12/31/2019
Marquette Asset Management LLC31,795$2,844 03/31/2020
     PRFZ31,795$2,844 03/31/2020
Oppenheimer & Co. Inc.28,769$2,573 03/31/2020
     PRFZ28,769$2,573 03/31/2020
JFS Wealth Advisors LLC26,362$2,358 03/31/2020
     PRFZ26,362$2,358 03/31/2020
US Bancorp DE25,868$2,315 03/31/2020
     PRFZ25,868$2,315 03/31/2020
Avantax Advisory Services Inc.24,767$2,219 03/31/2020
     PRFZ24,767$2,219 03/31/2020
Private Ocean LLC23,879$2,135 03/31/2020
     PRFZ23,879$2,135 03/31/2020
Albion Financial Group UT22,965$2,054 03/31/2020
     PRFZ22,965$2,054 03/31/2020
Rowland Carmichael Advisors Inc. ADV22,505$2,013 03/31/2020
     PRFZ22,505$2,013 03/31/2020
Resonant Capital Advisors LLC21,803$1,950 03/31/2020
     PRFZ21,803$1,950 03/31/2020
M Holdings Securities Inc.20,045$1,793 03/31/2020
     PRFZ20,045$1,793 03/31/2020
Resource Planning Group19,660$1,758 03/31/2020
     PRFZ19,660$1,758 03/31/2020
PNC Financial Services Group Inc.14,165$1,267 03/31/2020
     PRFZ14,165$1,267 03/31/2020
Perigon Wealth Management LLC10,735$1,040 03/31/2020
     PRFZ10,735$1,040 03/31/2020
Citadel Advisors LLC11,572$1,035 03/31/2020
     PRFZ11,572$1,035 03/31/2020
BKD Wealth Advisors LLC11,415$1,021 03/31/2020
     PRFZ11,415$1,021 03/31/2020
Cornerstone Wealth Management LLC10,953$980 03/31/2020
     PRFZ10,953$980 03/31/2020
Two Sigma Securities LLC10,613$949 03/31/2020
     PRFZ10,613$949 03/31/2020
Evercore Wealth Management LLC10,308$922 03/31/2020
     PRFZ10,308$922 03/31/2020
Shakespeare Wealth Management Inc.9,884$884 03/31/2020
     PRFZ9,884$884 03/31/2020
United Capital Financial Advisers LLC9,875$883 03/31/2020
     PRFZ9,875$883 03/31/2020
Cerity Partners LLC8,725$780 03/31/2020
     PRFZ8,725$780 03/31/2020
Steward Partners Investment Advisory LLC8,354$747 03/31/2020
     PRFZ8,354$747 03/31/2020
Aviance Capital Partners LLC8,055$720 03/31/2020
     PRFZ8,055$720 03/31/2020
WealthBridge Capital Management LLC7,972$713 03/31/2020
     PRFZ7,972$713 03/31/2020
Raymond James Trust N.A.7,238$647 03/31/2020
     PRFZ7,238$647 03/31/2020
Private Advisor Group LLC6,264$560 03/31/2020
     PRFZ6,264$560 03/31/2020
Tiedemann Advisors LLC5,833$522 03/31/2020
     PRFZ5,833$522 03/31/2020
Glenmede Trust Co. NA3,743$511 03/31/2020
     PRFZ3,743$511 03/31/2020
AlphaCore Capital LLC5,605$501 03/31/2020
     PRFZ5,605$501 03/31/2020
Creative Planning5,568$498 03/31/2020
     PRFZ5,568$498 03/31/2020
Natixis5,260$471 03/31/2020
     PRFZ5,260$471 03/31/2020
New England Private Wealth Advisors LLC5,253$468 03/31/2020
     PRFZ5,253$468 03/31/2020
Bridgeworth LLC5,131$459 03/31/2020
     PRFZ5,131$459 03/31/2020
Scotia Capital Inc.5,055$452 03/31/2020
     PRFZ5,055$452 03/31/2020
Clearwater Capital Advisors LLC4,918$440 03/31/2020
     PRFZ4,918$440 03/31/2020
Market Street Wealth Management Advisors LLC4,871$436 03/31/2020
     PRFZ4,871$436 03/31/2020
Institute for Wealth Management LLC.4,811$430 03/31/2020
     PRFZ4,811$430 03/31/2020
Renaissance Technologies LLC4,800$429 03/31/2020
     PRFZ4,800$429 03/31/2020
Madison Asset Management LLC4,724$423 03/31/2020
     PRFZ4,724$423 03/31/2020
Element Pointe Advisors LLC4,627$413 03/31/2020
     PRFZ4,627$413 03/31/2020
Pacific Center for Financial Services4,602$412 03/31/2020
     PRFZ4,602$412 03/31/2020
Cambridge Investment Research Advisors Inc.4,546$407 03/31/2020
     PRFZ4,546$407 03/31/2020
Trexquant Investment LP4,237$379 03/31/2020
     PRFZ4,237$379 03/31/2020
Clarius Group LLC4,070$364 03/31/2020
     PRFZ4,070$364 03/31/2020
Financial Advocates Investment Management3,772$337 03/31/2020
     PRFZ3,772$337 03/31/2020
Buckingham Asset Management LLC3,722$333 03/31/2020
     PRFZ3,722$333 03/31/2020
Goldman Sachs Group Inc.3,587$321 03/31/2020
     PRFZ3,587$321 03/31/2020
D.A. Davidson & CO.3,394$304 03/31/2020
     PRFZ3,394$304 03/31/2020
Cedar Wealth Management LLC3,380$302 03/31/2020
     PRFZ3,380$302 03/31/2020
West Coast Financial LLC3,332$298 03/31/2020
     PRFZ3,332$298 03/31/2020
Jane Street Group LLC3,232$289 03/31/2020
     PRFZ3,232$289 03/31/2020
Harbour Capital Advisors LLC3,200$286 03/31/2020
     PRFZ3,200$286 03/31/2020
Homrich & Berg3,145$281 03/31/2020
     PRFZ3,145$281 03/31/2020
Spectrum Wealth Advisory Group LLC3,127$280 03/31/2020
     PRFZ3,127$280 03/31/2020
Stifel Financial Corp2,980$267 03/31/2020
     PRFZ2,980$267 03/31/2020
Brighton Jones LLC2,965$265 03/31/2020
     PRFZ2,965$265 03/31/2020
Sheets Smith Wealth Management2,942$263 03/31/2020
     PRFZ2,942$263 03/31/2020
Badgley Phelps & Bell Inc.2,928$262 03/31/2020
     PRFZ2,928$262 03/31/2020
Harborview Advisors LLC2,812$252 03/31/2020
     PRFZ2,812$252 03/31/2020
Laurel Wealth Advisors LLC2,757$247 03/31/2020
     PRFZ2,757$247 03/31/2020
Northern Trust Corp2,679$240 03/31/2020
     PRFZ2,679$240 03/31/2020
LVW Advisors LLC2,671$239 03/31/2020
     PRFZ2,671$239 03/31/2020
UMB Bank N A MO2,632$235 03/31/2020
     PRFZ2,632$235 03/31/2020
First Republic Investment Management Inc.2,597$232 03/31/2020
     PRFZ2,597$232 03/31/2020
Park Avenue Securities LLC2,545$228 03/31/2020
     PRFZ2,545$228 03/31/2020
Truist Financial Corp2,499$224 03/31/2020
     PRFZ2,499$224 03/31/2020
Watson Rebecca2,455$223 03/31/2020
     PRFZ2,455$223 03/31/2020
Townsend Asset Management Corp NC ADV2,447$219 03/31/2020
     PRFZ2,447$219 03/31/2020
First Hawaiian Bank2,418$216 03/31/2020
     PRFZ2,418$216 03/31/2020
Carlson Capital Management2,249$214 03/31/2020
     PRFZ2,249$214 03/31/2020
Bank of Nova Scotia2,369$212 03/31/2020
     PRFZ2,369$212 03/31/2020
Boston Standard Wealth Management LLC2,526$212 03/31/2020
     PRFZ2,526$212 03/31/2020
CENTRAL TRUST Co2,290$205 03/31/2020
     PRFZ2,290$205 03/31/2020
Trilogy Capital Inc.2,069$205 03/31/2020
     PRFZ2,069$205 03/31/2020
Wade Financial Advisory Inc2,289$205 03/31/2020
     PRFZ2,289$205 03/31/2020
FMR LLC1,809$162 03/31/2020
     PRFZ1,809$162 03/31/2020
Citigroup Inc.1,423$127 03/31/2020
     PRFZ1,423$127 03/31/2020
HC Financial Advisors Inc.1,395$125 03/31/2020
     PRFZ1,395$125 03/31/2020
Financial Advisory Service Inc.1,289$115 03/31/2020
     PRFZ1,289$115 03/31/2020
Valeo Financial Advisors LLC974$93 03/31/2020
     PRFZ974$93 03/31/2020
Northwestern Mutual Wealth Management Co.959$86 03/31/2020
     PRFZ959$86 03/31/2020
Carolinas Wealth Consulting LLC797$71 03/31/2020
     PRFZ797$71 03/31/2020
C M Bidwell & Associates Ltd.760$68 03/31/2020
     PRFZ760$68 03/31/2020
First Personal Financial Services745$67 03/31/2020
     PRFZ745$67 03/31/2020
Litman Gregory Asset Management LLC539$48 03/31/2020
     PRFZ539$48 03/31/2020
Private Capital Group LLC500$45 03/31/2020
     PRFZ500$45 03/31/2020
Truewealth LLC420$38 03/31/2020
     PRFZ420$38 03/31/2020
Ancora Advisors LLC350$31 03/31/2020
     PRFZ350$31 03/31/2020
Advisory Services Network LLC338$30 03/31/2020
     PRFZ338$30 03/31/2020
Flagship Harbor Advisors LLC339$30 03/31/2020
     PRFZ339$30 03/31/2020
SRS Capital Advisors Inc.307$27 03/31/2020
     PRFZ307$27 03/31/2020
Ameritas Investment Company LLC275$25 03/31/2020
     PRFZ275$25 03/31/2020
Glassman Wealth Services272$24 03/31/2020
     PRFZ272$24 03/31/2020
Perkins Coie Trust Co222$20 03/31/2020
     PRFZ222$20 03/31/2020
Spectrum Management Group LLC186$17 03/31/2020
     PRFZ186$17 03/31/2020
Valley National Advisers Inc.175$16 03/31/2020
     PRFZ175$16 03/31/2020
AdvisorNet Financial Inc174$16 03/31/2020
     PRFZ174$16 03/31/2020
EPG Wealth Management LLC162$15 03/31/2020
     PRFZ162$15 03/31/2020
Covington Capital Management130$12 03/31/2020
     PRFZ130$12 03/31/2020
Financial Architects Inc120$11 03/31/2020
     PRFZ120$11 03/31/2020
Sowell Financial Services LLC121$11 03/31/2020
     PRFZ121$11 03/31/2020
Blair William & Co. IL114$10 03/31/2020
     PRFZ114$10 03/31/2020
Certified Advisory Corp102$9 03/31/2020
     PRFZ102$9 03/31/2020
HHM Wealth Advisors LLC106$9 03/31/2020
     PRFZ106$9 03/31/2020
Tortoise Investment Management LLC84$8 03/31/2020
     PRFZ84$8 03/31/2020
Benjamin F. Edwards & Company Inc.51$5 03/31/2020
     PRFZ51$5 03/31/2020
Capital Investment Advisory Services LLC54$5 03/31/2020
     PRFZ54$5 03/31/2020
Horan Securities Inc.54$5 03/31/2020
     PRFZ54$5 03/31/2020
American Research & Management Co.50$4 03/31/2020
     PRFZ50$4 03/31/2020
Evoke Wealth LLC42$4 03/31/2020
     PRFZ42$4 03/31/2020
Synovus Financial Corp34$3 03/31/2020
     PRFZ34$3 03/31/2020
Lehman & Derafelo Financial Resources LLC35$3 03/31/2020
     PRFZ35$3 03/31/2020
BlackRock Inc.23$2 03/31/2020
     PRFZ23$2 03/31/2020
McIlrath & Eck LLC19$2 03/31/2020
     PRFZ19$2 03/31/2020
Whittier Trust Co.9$1 03/31/2020
     PRFZ9$1 03/31/2020
Savior LLC6$1 03/31/2020
     PRFZ6$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     PRFZ0$0 03/31/2020
Ellevest Inc.0$0 03/31/2020
     PRFZ0$0 03/31/2020
Royal Fund Management LLC2$0 03/31/2020
     PRFZ2$0 03/31/2020

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

Quotes delayed 20 minutes

Funds Holding PRFZ | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.