HoldingsChannel.com
There is a long list of 110 institutional holders of PCEF 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 PCEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PCEF table below, the initial column indicates the name of each top institutional holder of PCEF, with a link to that fund's top holdings. The next columns indicate the amount of PCEF stock held by each of the institutional holders of PCEF, followed by the PCEF 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 | 2,187,772 | $39,292 | 12/31/2023 |
| PCEF | 2,187,772 | $39,292 | 12/31/2023 |
| Royal Bank of Canada | 1,939,252 | $34,829 | 12/31/2023 |
| PCEF | 1,939,252 | $34,829 | 12/31/2023 |
| Ameriprise Financial Inc. | 1,769,709 | $31,770 | 12/31/2023 |
| PCEF | 1,769,709 | $31,770 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,641,424 | $29,480 | 12/31/2023 |
| PCEF | 1,641,424 | $29,480 | 12/31/2023 |
| Wells Fargo & Company MN | 1,509,494 | $27,111 | 12/31/2023 |
| PCEF | 1,509,494 | $27,111 | 12/31/2023 |
| LPL Financial LLC | 1,114,462 | $20,016 | 12/31/2023 |
| PCEF | 1,114,462 | $20,016 | 12/31/2023 |
| Bank of America Corp DE | 846,386 | $15,201 | 12/31/2023 |
| PCEF | 846,386 | $15,201 | 12/31/2023 |
| UBS Group AG | 820,051 | $14,728 | 12/31/2023 |
| PCEF | 820,051 | $14,728 | 12/31/2023 |
| Commonwealth Equity Services LLC | 457,387 | $8,215 | 12/31/2023 |
| PCEF | 457,387 | $8,215 | 12/31/2023 |
| Baird Financial Group Inc. | 433,520 | $7,786 | 12/31/2023 |
| PCEF | 433,520 | $7,786 | 12/31/2023 |
| Truist Financial Corp | 403,753 | $7,251 | 12/31/2023 |
| PCEF | 403,753 | $7,251 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 365,394 | $6,888 | 03/31/2024 |
| PCEF | 365,394 | $6,888 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 347,135 | $6,543 | 03/31/2024 |
| PCEF | 347,135 | $6,543 | 03/31/2024 |
| Advisor Group Holdings Inc. | 240,568 | $4,321 | 12/31/2023 |
| PCEF | 240,568 | $4,321 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 203,188 | $3,830 | 03/31/2024 |
| PCEF | 203,188 | $3,830 | 03/31/2024 |
| HighTower Advisors LLC | 212,831 | $3,819 | 12/31/2023 |
| PCEF | 212,831 | $3,819 | 12/31/2023 |
| Beck Bode LLC | 153,296 | $2,753 | 12/31/2023 |
| PCEF | 153,296 | $2,753 | 12/31/2023 |
| Dumont & Blake Investment Advisors LLC | 137,562 | $2,593 | 03/31/2024 |
| PCEF | 137,562 | $2,593 | 03/31/2024 |
| Creative Planning | 137,982 | $2,478 | 12/31/2023 |
| PCEF | 137,982 | $2,478 | 12/31/2023 |
| Mariner LLC | 107,881 | $1,938 | 12/31/2023 |
| PCEF | 107,881 | $1,938 | 12/31/2023 |
| MML Investors Services LLC | 99,075 | $1,779 | 12/31/2023 |
| PCEF | 99,075 | $1,779 | 12/31/2023 |
| Merit Financial Group LLC | 92,335 | $1,658 | 12/31/2023 |
| PCEF | 92,335 | $1,658 | 12/31/2023 |
| Cetera Advisor Networks LLC | 91,155 | $1,637 | 12/31/2023 |
| PCEF | 91,155 | $1,637 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 79,973 | $1,436 | 12/31/2023 |
| PCEF | 79,973 | $1,436 | 12/31/2023 |
| AXS Investments LLC | 76,679 | $1,377 | 12/31/2023 |
| PCEF | 76,679 | $1,377 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 70,986 | $1,291 | 12/31/2023 |
| PCEF | 70,986 | $1,291 | 12/31/2023 |
| Sykon Capital LLC | 66,755 | $1,199 | 12/31/2023 |
| PCEF | 66,755 | $1,199 | 12/31/2023 |
| WealthShield Partners LLC | 61,928 | $1,112 | 12/31/2023 |
| PCEF | 61,928 | $1,112 | 12/31/2023 |
| Future Financial Wealth Managment LLC | 53,196 | $1,003 | 03/31/2024 |
| PCEF | 53,196 | $1,003 | 03/31/2024 |
| Stifel Financial Corp | 54,742 | $983 | 12/31/2023 |
| PCEF | 54,742 | $983 | 12/31/2023 |
| Rivernorth Capital Management LLC | 53,463 | $960 | 12/31/2023 |
| PCEF | 53,463 | $960 | 12/31/2023 |
| Proequities Inc. | 51,983 | $934 | 12/31/2023 |
| PCEF | 51,983 | $934 | 12/31/2023 |
| Apollon Wealth Management LLC | 49,148 | $883 | 12/31/2023 |
| PCEF | 49,148 | $883 | 12/31/2023 |
| GWM Advisors LLC | 48,529 | $876 | 12/31/2023 |
| PCEF | 48,529 | $876 | 12/31/2023 |
| Pasadena Private Wealth LLC | 45,550 | $859 | 03/31/2024 |
| PCEF | 45,550 | $859 | 03/31/2024 |
| Marino Stram & Associates LLC | 43,380 | $818 | 03/31/2024 |
| PCEF | 43,380 | $818 | 03/31/2024 |
| Geneos Wealth Management Inc. | 44,505 | $799 | 12/31/2023 |
| PCEF | 44,505 | $799 | 12/31/2023 |
| Cetera Investment Advisers | 44,002 | $790 | 12/31/2023 |
| PCEF | 44,002 | $790 | 12/31/2023 |
| Stephens Inc. AR | 36,932 | $663 | 12/31/2023 |
| PCEF | 36,932 | $663 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 35,729 | $642 | 12/31/2023 |
| PCEF | 35,729 | $642 | 12/31/2023 |
| Heartwood Wealth Advisors LLC | 34,000 | $641 | 03/31/2024 |
| PCEF | 34,000 | $641 | 03/31/2024 |
| Comerica Bank | 33,518 | $602 | 12/31/2023 |
| PCEF | 33,518 | $602 | 12/31/2023 |
| Private Advisor Group LLC | 32,986 | $592 | 12/31/2023 |
| PCEF | 32,986 | $592 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 31,766 | $571 | 12/31/2023 |
| PCEF | 31,766 | $571 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 29,096 | $528 | 12/31/2023 |
| PCEF | 29,096 | $528 | 12/31/2023 |
| Sowell Financial Services LLC | 27,194 | $488 | 12/31/2023 |
| PCEF | 27,194 | $488 | 12/31/2023 |
| Janney Montgomery Scott LLC | 26,706 | $480 | 12/31/2023 |
| PCEF | 26,706 | $480 | 12/31/2023 |
| Avantax Advisory Services Inc. | 26,676 | $479 | 12/31/2023 |
| PCEF | 26,676 | $479 | 12/31/2023 |
| Csenge Advisory Group | 26,431 | $475 | 12/31/2023 |
| PCEF | 26,431 | $475 | 12/31/2023 |
| Newbridge Financial Services Group Inc. | 24,922 | $470 | 03/31/2024 |
| PCEF | 24,922 | $470 | 03/31/2024 |
See All: Funds Holding PCEF
See Details: Top 10 Hedge Funds Holding PCEF
Also See: PCEF Holdings Changes
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