HoldingsChannel.com
On this page, we present all of the funds holding PTF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTF, with a link to that fund's top holdings. The next columns indicate the amount of PTF stock held by each of the funds holding PTF, followed by the PTF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 87 funds holding PTF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding PTF), click the fund name in the "Holder" column of the funds-holding-PTF table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 LPL Financial LLC | 528,539 | $26,697 | 12/31/2023 |
| PTF | 528,539 | $26,697 | 12/31/2023 |
| HighTower Advisors LLC | 511,134 | $25,822 | 12/31/2023 |
| PTF | 511,134 | $25,822 | 12/31/2023 |
| Morgan Stanley | 460,177 | $23,244 | 12/31/2023 |
| PTF | 460,177 | $23,244 | 12/31/2023 |
| UBS Group AG | 241,997 | $12,223 | 12/31/2023 |
| PTF | 241,997 | $12,223 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 239,919 | $12,119 | 12/31/2023 |
| PTF | 239,919 | $12,119 | 12/31/2023 |
| Bank of America Corp DE | 228,426 | $11,538 | 12/31/2023 |
| PTF | 228,426 | $11,538 | 12/31/2023 |
| Royal Bank of Canada | 178,644 | $9,024 | 12/31/2023 |
| PTF | 178,644 | $9,024 | 12/31/2023 |
| MML Investors Services LLC | 172,040 | $8,690 | 12/31/2023 |
| PTF | 172,040 | $8,690 | 12/31/2023 |
| Merit Financial Group LLC | 151,213 | $7,638 | 12/31/2023 |
| PTF | 151,213 | $7,638 | 12/31/2023 |
| Janney Montgomery Scott LLC | 142,916 | $7,219 | 12/31/2023 |
| PTF | 142,916 | $7,219 | 12/31/2023 |
| Ameriprise Financial Inc. | 113,863 | $5,752 | 12/31/2023 |
| PTF | 113,863 | $5,752 | 12/31/2023 |
| Raymond James & Associates | 98,427 | $4,972 | 12/31/2023 |
| PTF | 98,427 | $4,972 | 12/31/2023 |
| Wells Fargo & Company MN | 94,789 | $4,788 | 12/31/2023 |
| PTF | 94,789 | $4,788 | 12/31/2023 |
| Theory Financial LLC | 80,348 | $4,058 | 12/31/2023 |
| PTF | 80,348 | $4,058 | 12/31/2023 |
| Unique Wealth Strategies LLC | 61,629 | $3,113 | 12/31/2023 |
| PTF | 61,629 | $3,113 | 12/31/2023 |
| Stifel Financial Corp | 60,533 | $3,058 | 12/31/2023 |
| PTF | 60,533 | $3,058 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 58,930 | $2,977 | 12/31/2023 |
| PTF | 58,930 | $2,977 | 12/31/2023 |
| Truist Financial Corp | 49,631 | $2,507 | 12/31/2023 |
| PTF | 49,631 | $2,507 | 12/31/2023 |
| Advisor Group Holdings Inc. | 40,438 | $2,043 | 12/31/2023 |
| PTF | 40,438 | $2,043 | 12/31/2023 |
| SignalPoint Asset Management LLC | 33,688 | $1,933 | 03/31/2024 |
| PTF | 33,688 | $1,933 | 03/31/2024 |
| Genesee Capital Advisors LLC | 36,951 | $1,866 | 12/31/2023 |
| PTF | 36,951 | $1,866 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 34,509 | $1,743 | 12/31/2023 |
| PTF | 34,509 | $1,743 | 12/31/2023 |
| AE Wealth Management LLC | 33,635 | $1,703 | 12/31/2023 |
| PTF | 33,635 | $1,703 | 12/31/2023 |
| IHT Wealth Management LLC | 32,045 | $1,619 | 12/31/2023 |
| PTF | 32,045 | $1,619 | 12/31/2023 |
| StoneX Group Inc. | 31,845 | $1,608 | 12/31/2023 |
| PTF | 31,845 | $1,608 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 31,634 | $1,598 | 12/31/2023 |
| PTF | 31,634 | $1,598 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 25,526 | $1,289 | 12/31/2023 |
| PTF | 25,526 | $1,289 | 12/31/2023 |
| Nilsine Partners LLC | 25,144 | $1,270 | 12/31/2023 |
| PTF | 25,144 | $1,270 | 12/31/2023 |
| Mission Wealth Management LP | 24,300 | $1,227 | 12/31/2023 |
| PTF | 24,300 | $1,227 | 12/31/2023 |
| Private Trust Co. NA | 21,294 | $1,076 | 12/31/2023 |
| PTF | 21,294 | $1,076 | 12/31/2023 |
| EP Wealth Advisors LLC | 21,048 | $1,063 | 12/31/2023 |
| PTF | 21,048 | $1,063 | 12/31/2023 |
| Banco Bilbao Vizcaya Argentaria S.A. | 20,990 | $1,060 | 12/31/2023 |
| PTF | 20,990 | $1,060 | 12/31/2023 |
| Private Advisor Group LLC | 19,602 | $990 | 12/31/2023 |
| PTF | 19,602 | $990 | 12/31/2023 |
| Envestnet Asset Management Inc. | 16,893 | $853 | 12/31/2023 |
| PTF | 16,893 | $853 | 12/31/2023 |
| SPC Financial Inc. | 15,240 | $770 | 12/31/2023 |
| PTF | 15,240 | $770 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 13,254 | $761 | 03/31/2024 |
| PTF | 13,254 | $761 | 03/31/2024 |
| Wealthcare Advisory Partners LLC | 12,747 | $731 | 03/31/2024 |
| PTF | 12,747 | $731 | 03/31/2024 |
| Cetera Advisor Networks LLC | 14,175 | $716 | 12/31/2023 |
| PTF | 14,175 | $716 | 12/31/2023 |
| Heritage Trust Co | 13,560 | $685 | 12/31/2023 |
| PTF | 13,560 | $685 | 12/31/2023 |
| Comerica Bank | 12,094 | $611 | 12/31/2023 |
| PTF | 12,094 | $611 | 12/31/2023 |
| IMC Chicago LLC | 10,580 | $607 | 03/31/2024 |
| PTF | 10,580 | $607 | 03/31/2024 |
 Susquehanna International Group LLP | $593 | 12/31/2023 | |
| PTF | 7,147 | $361 | 12/31/2023 |
| Call | 4,600 | $232 | 12/31/2023 |
| Glenmede Trust Co. NA | 10,924 | $552 | 12/31/2023 |
| PTF | 10,924 | $552 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 10,272 | $519 | 12/31/2023 |
| PTF | 10,272 | $519 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 9,955 | $503 | 12/31/2023 |
| PTF | 9,955 | $503 | 12/31/2023 |
| Scotia Capital Inc. | 9,628 | $486 | 12/31/2023 |
| PTF | 9,628 | $486 | 12/31/2023 |
| Hennion & Walsh Asset Management Inc. | 8,250 | $473 | 03/31/2024 |
| PTF | 8,250 | $473 | 03/31/2024 |
| Balanced Wealth Group LLC | 8,453 | $427 | 12/31/2023 |
| PTF | 8,453 | $427 | 12/31/2023 |
| Cooper Financial Group | 7,385 | $424 | 03/31/2024 |
| PTF | 7,385 | $424 | 03/31/2024 |
| Prospera Financial Services Inc | 7,539 | $381 | 12/31/2023 |
| PTF | 7,539 | $381 | 12/31/2023 |
| Western Financial Corp CA | 7,457 | $377 | 12/31/2023 |
| PTF | 7,457 | $377 | 12/31/2023 |
| EPG Wealth Management LLC | 6,600 | $353 | 12/31/2023 |
| PTF | 6,600 | $353 | 12/31/2023 |
| MinichMacGregor Wealth Management LLC | 6,114 | $351 | 03/31/2024 |
| PTF | 6,114 | $351 | 03/31/2024 |
| Cetera Advisors LLC | 6,938 | $350 | 12/31/2023 |
| PTF | 6,938 | $350 | 12/31/2023 |
| Samalin Investment Counsel LLC | 6,777 | $342 | 12/31/2023 |
| PTF | 6,777 | $342 | 12/31/2023 |
| Western Wealth Management LLC | 6,563 | $332 | 12/31/2023 |
| PTF | 6,563 | $332 | 12/31/2023 |
| Commonwealth Equity Services LLC | 6,029 | $305 | 12/31/2023 |
| PTF | 6,029 | $305 | 12/31/2023 |
| Mariner LLC | 5,996 | $303 | 12/31/2023 |
| PTF | 5,996 | $303 | 12/31/2023 |
| Citadel Advisors LLC | $297 | 12/31/2023 | |
| PTF | 4,982 | $252 | 12/31/2023 |
| Call | 900 | $45 | 12/31/2023 |
| MTM Investment Management LLC | 5,700 | $288 | 12/31/2023 |
| PTF | 5,700 | $288 | 12/31/2023 |
| KKM Financial LLC | 5,546 | $280 | 12/31/2023 |
| PTF | 5,546 | $280 | 12/31/2023 |
| Advisory Services Network LLC | 4,804 | $243 | 12/31/2023 |
| PTF | 4,804 | $243 | 12/31/2023 |
| Swisher Financial Concepts Inc. | 4,650 | $225 | 12/31/2023 |
| PTF | 4,650 | $225 | 12/31/2023 |
| WMG Financial Advisors LLC | 4,359 | $220 | 12/31/2023 |
| PTF | 4,359 | $220 | 12/31/2023 |
| Pinnacle Financial Partners Inc. | 4,320 | $218 | 12/31/2023 |
| PTF | 4,320 | $218 | 12/31/2023 |
| Pathstone Holdings LLC | 4,275 | $216 | 12/31/2023 |
| PTF | 4,275 | $216 | 12/31/2023 |
| Centaurus Financial Inc. | 4,170 | $211 | 12/31/2023 |
| PTF | 4,170 | $211 | 12/31/2023 |
| Boston Private Wealth LLC | 4,146 | $209 | 12/31/2023 |
| PTF | 4,146 | $209 | 12/31/2023 |
| Carr Financial Group Corp | 4,142 | $209 | 12/31/2023 |
| PTF | 4,142 | $209 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 4,050 | $205 | 12/31/2023 |
| PTF | 4,050 | $205 | 12/31/2023 |
| GWM Advisors LLC | 3,415 | $172 | 12/31/2023 |
| PTF | 3,415 | $172 | 12/31/2023 |
| Geneos Wealth Management Inc. | 3,168 | $160 | 12/31/2023 |
| PTF | 3,168 | $160 | 12/31/2023 |
| Harbor Investment Advisory LLC | 2,575 | $148 | 03/31/2024 |
| PTF | 2,575 | $148 | 03/31/2024 |
| Bellevue Asset Management LLC | 2,478 | $125 | 12/31/2023 |
| PTF | 2,478 | $125 | 12/31/2023 |
| CWM LLC | 987 | $57 | 03/31/2024 |
| PTF | 987 | $57 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 900 | $45 | 12/31/2023 |
| PTF | 900 | $45 | 12/31/2023 |
| Global Retirement Partners LLC | 873 | $42 | 12/31/2023 |
| PTF | 873 | $42 | 12/31/2023 |
| Sound Income Strategies LLC | 385 | $22 | 03/31/2024 |
| PTF | 385 | $22 | 03/31/2024 |
| Westside Investment Management Inc. | 414 | $21 | 12/31/2023 |
| PTF | 414 | $21 | 12/31/2023 |
| FMR LLC | 351 | $18 | 12/31/2023 |
| PTF | 351 | $18 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 291 | $15 | 12/31/2023 |
| PTF | 291 | $15 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 268 | $14 | 12/31/2023 |
| PTF | 268 | $14 | 12/31/2023 |
| Beacon Capital Management LLC | 204 | $10 | 12/31/2023 |
| PTF | 204 | $10 | 12/31/2023 |
| Tompkins Financial Corp | 150 | $9 | 03/31/2024 |
| PTF | 150 | $9 | 03/31/2024 |
| Qube Research & Technologies Ltd | 80 | $4 | 12/31/2023 |
| PTF | 80 | $4 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 60 | $3 | 12/31/2023 |
| PTF | 60 | $3 | 12/31/2023 |
| Simplex Trading LLC | 23 | $1 | 12/31/2023 |
| PTF | 23 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PTF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PTF
See Details: Top 10 Hedge Funds Holding PTF
Also See: PTF Holdings Changes
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