HoldingsChannel.com
There is a long list of 158 institutional holders of PBW within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PBW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PBW table below, the initial column indicates the name of each top institutional holder of PBW, with a link to that fund's top holdings. The next columns indicate the amount of PBW stock held by each of the institutional holders of PBW, followed by the PBW position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 693,343 | $20,606 | 12/31/2023 |
| PBW | 693,343 | $20,606 | 12/31/2023 |
| Bank of America Corp DE | 349,541 | $10,388 | 12/31/2023 |
| PBW | 349,541 | $10,388 | 12/31/2023 |
| Goldman Sachs Group Inc. | 259,465 | $7,711 | 12/31/2023 |
| PBW | 259,465 | $7,711 | 12/31/2023 |
| LPL Financial LLC | 223,437 | $6,641 | 12/31/2023 |
| PBW | 223,437 | $6,641 | 12/31/2023 |
| Harel Insurance Investments & Financial Services Ltd. | 223,249 | $6,635 | 12/31/2023 |
| PBW | 223,249 | $6,635 | 12/31/2023 |
| Credit Suisse AG | 200,158 | $5,949 | 12/31/2023 |
| PBW | 200,158 | $5,949 | 12/31/2023 |
| Advisor Group Holdings Inc. | 111,029 | $3,300 | 12/31/2023 |
| PBW | 111,029 | $3,300 | 12/31/2023 |
| Bank Hapoalim BM | 100,911 | $2,999 | 12/31/2023 |
| PBW | 100,911 | $2,999 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 82,793 | $2,461 | 12/31/2023 |
| PBW | 82,793 | $2,461 | 12/31/2023 |
| Raymond James & Associates | 98,719 | $2,275 | 03/31/2024 |
| PBW | 98,719 | $2,275 | 03/31/2024 |
| Commonwealth Equity Services LLC | 69,580 | $2,068 | 12/31/2023 |
| PBW | 69,580 | $2,068 | 12/31/2023 |
| Truist Financial Corp | 65,978 | $1,961 | 12/31/2023 |
| PBW | 65,978 | $1,961 | 12/31/2023 |
| John G Ullman & Associates Inc. | 63,150 | $1,877 | 12/31/2023 |
| PBW | 63,150 | $1,877 | 12/31/2023 |
| Envestnet Asset Management Inc. | 60,969 | $1,812 | 12/31/2023 |
| PBW | 60,969 | $1,812 | 12/31/2023 |
| Family Firm Inc. | 60,022 | $1,784 | 12/31/2023 |
| PBW | 60,022 | $1,784 | 12/31/2023 |
| Sontag Advisory LLC | 59,341 | $1,764 | 12/31/2023 |
| PBW | 59,341 | $1,764 | 12/31/2023 |
| CX Institutional | 73,682 | $1,698 | 03/31/2024 |
| PBW | 73,682 | $1,698 | 03/31/2024 |
| Wells Fargo & Company MN | 51,825 | $1,540 | 12/31/2023 |
| PBW | 51,825 | $1,540 | 12/31/2023 |
| Instrumental Wealth LLC | 46,458 | $1,381 | 12/31/2023 |
| PBW | 46,458 | $1,381 | 12/31/2023 |
| Gateway Wealth Partners LLC | 42,922 | $1,276 | 12/31/2023 |
| PBW | 42,922 | $1,276 | 12/31/2023 |
| Royal Bank of Canada | 38,536 | $1,145 | 12/31/2023 |
| PBW | 38,536 | $1,145 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 49,249 | $1,135 | 03/31/2024 |
| PBW | 49,249 | $1,135 | 03/31/2024 |
| Tower Research Capital LLC TRC | 37,465 | $1,113 | 12/31/2023 |
| PBW | 37,465 | $1,113 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 35,376 | $1,051 | 12/31/2023 |
| PBW | 35,376 | $1,051 | 12/31/2023 |
| Ameriprise Financial Inc. | 35,213 | $1,047 | 12/31/2023 |
| PBW | 35,213 | $1,047 | 12/31/2023 |
| UBS Group AG | 31,957 | $950 | 12/31/2023 |
| PBW | 31,957 | $950 | 12/31/2023 |
 Citadel Advisors LLC | $948 | 12/31/2023 | |
| PBW | 47,711 | $1,418 | 12/31/2023 |
| Put | 18,900 | $562 | 12/31/2023 |
| Call | 3,100 | $92 | 12/31/2023 |
| NTV Asset Management LLC | 29,898 | $889 | 12/31/2023 |
| PBW | 29,898 | $889 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 37,819 | $872 | 03/31/2024 |
| PBW | 37,819 | $872 | 03/31/2024 |
| Prelude Capital Management LLC | 29,274 | $870 | 12/31/2023 |
| PBW | 29,274 | $870 | 12/31/2023 |
| Citigroup Inc. | 27,722 | $824 | 12/31/2023 |
| PBW | 27,722 | $824 | 12/31/2023 |
| Susquehanna International Group LLP | $823 | 12/31/2023 | |
| Call | 15,800 | $470 | 12/31/2023 |
| PBW | 11,887 | $353 | 12/31/2023 |
| Moller Financial Services | 33,575 | $774 | 03/31/2024 |
| PBW | 33,575 | $774 | 03/31/2024 |
| D. E. Shaw & Co. Inc. | 23,548 | $700 | 12/31/2023 |
| PBW | 23,548 | $700 | 12/31/2023 |
| Balyasny Asset Management LLC | 22,207 | $660 | 12/31/2023 |
| PBW | 22,207 | $660 | 12/31/2023 |
| Nwam LLC | 21,256 | $632 | 12/31/2023 |
| PBW | 21,256 | $632 | 12/31/2023 |
| Flow Traders U.S. LLC | 20,969 | $623 | 12/31/2023 |
| PBW | 20,969 | $623 | 12/31/2023 |
| MML Investors Services LLC | 20,201 | $600 | 12/31/2023 |
| PBW | 20,201 | $600 | 12/31/2023 |
| Cerity Partners LLC | 18,365 | $545 | 12/31/2023 |
| PBW | 18,365 | $545 | 12/31/2023 |
| Wealthfront Advisers LLC | 22,112 | $510 | 03/31/2024 |
| PBW | 22,112 | $510 | 03/31/2024 |
| Total Wealth Planning LLC | 21,084 | $486 | 03/31/2024 |
| PBW | 21,084 | $486 | 03/31/2024 |
| Stifel Financial Corp | 15,679 | $466 | 12/31/2023 |
| PBW | 15,679 | $466 | 12/31/2023 |
| EP Wealth Advisors LLC | 14,631 | $435 | 12/31/2023 |
| PBW | 14,631 | $435 | 12/31/2023 |
| Banco Bilbao Vizcaya Argentaria S.A. | 14,085 | $419 | 12/31/2023 |
| PBW | 14,085 | $419 | 12/31/2023 |
| BNP Paribas Arbitrage SA | 13,536 | $402 | 12/31/2023 |
| PBW | 13,536 | $402 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 16,758 | $386 | 03/31/2024 |
| PBW | 16,758 | $386 | 03/31/2024 |
| Cetera Advisor Networks LLC | 11,674 | $347 | 12/31/2023 |
| PBW | 11,674 | $347 | 12/31/2023 |
| Tradition Wealth Management LLC | 11,551 | $343 | 12/31/2023 |
| PBW | 11,551 | $343 | 12/31/2023 |
| Evolution Wealth Advisors LLC | 14,733 | $340 | 03/31/2024 |
| PBW | 14,733 | $340 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 14,291 | $329 | 03/31/2024 |
| PBW | 14,291 | $329 | 03/31/2024 |
See All: Funds Holding PBW
See Details: Top 10 Hedge Funds Holding PBW
Also See: PBW Holdings Changes
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