HoldingsChannel.com
There is a long list of 64 institutional holders of PFL 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 PFL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PFL table below, the initial column indicates the name of each top institutional holder of PFL, with a link to that fund's top holdings. The next columns indicate the amount of PFL stock held by each of the institutional holders of PFL, followed by the PFL 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 | 392,916 | $3,316 | 12/31/2023 |
| PFL | 392,916 | $3,316 | 12/31/2023 |
| Guggenheim Capital LLC | 392,266 | $3,311 | 12/31/2023 |
| PFL | 392,266 | $3,311 | 12/31/2023 |
| Invesco Ltd. | 272,570 | $2,300 | 12/31/2023 |
| PFL | 272,570 | $2,300 | 12/31/2023 |
| Shaker Financial Services LLC | 250,269 | $2,133 | 12/31/2023 |
| PFL | 250,269 | $2,133 | 12/31/2023 |
| Stifel Financial Corp | 224,588 | $1,896 | 12/31/2023 |
| PFL | 224,588 | $1,896 | 12/31/2023 |
| LPL Financial LLC | 208,434 | $1,759 | 12/31/2023 |
| PFL | 208,434 | $1,759 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 173,340 | $1,463 | 12/31/2023 |
| PFL | 173,340 | $1,463 | 12/31/2023 |
| Cetera Advisor Networks LLC | 162,025 | $1,367 | 12/31/2023 |
| PFL | 162,025 | $1,367 | 12/31/2023 |
| Advisor Group Holdings Inc. | 152,370 | $1,286 | 12/31/2023 |
| PFL | 152,370 | $1,286 | 12/31/2023 |
| Bank of America Corp DE | 132,084 | $1,115 | 12/31/2023 |
| PFL | 132,084 | $1,115 | 12/31/2023 |
| Commonwealth Equity Services LLC | 123,024 | $1,043 | 03/31/2024 |
| PFL | 123,024 | $1,043 | 03/31/2024 |
| Truist Financial Corp | 110,790 | $935 | 12/31/2023 |
| PFL | 110,790 | $935 | 12/31/2023 |
| GWM Advisors LLC | 108,000 | $914 | 12/31/2023 |
| PFL | 108,000 | $914 | 12/31/2023 |
| Horizon Kinetics Asset Management LLC | 99,091 | $836 | 12/31/2023 |
| PFL | 99,091 | $836 | 12/31/2023 |
| Royal Bank of Canada | 87,666 | $740 | 12/31/2023 |
| PFL | 87,666 | $740 | 12/31/2023 |
| Ameriprise Financial Inc. | 81,078 | $684 | 12/31/2023 |
| PFL | 81,078 | $684 | 12/31/2023 |
| Semus Wealth Partners LLC | 75,682 | $639 | 12/31/2023 |
| PFL | 75,682 | $639 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 73,809 | $626 | 03/31/2024 |
| PFL | 73,809 | $626 | 03/31/2024 |
| Apollon Wealth Management LLC | 58,213 | $491 | 12/31/2023 |
| PFL | 58,213 | $491 | 12/31/2023 |
| Western Wealth Management LLC | 53,454 | $451 | 12/31/2023 |
| PFL | 53,454 | $451 | 12/31/2023 |
| Janney Montgomery Scott LLC | 48,154 | $408 | 03/31/2024 |
| PFL | 48,154 | $408 | 03/31/2024 |
| Synovus Financial Corp | 45,611 | $385 | 12/31/2023 |
| PFL | 45,611 | $385 | 12/31/2023 |
| Mariner LLC | 39,977 | $337 | 12/31/2023 |
| PFL | 39,977 | $337 | 12/31/2023 |
| Wells Fargo & Company MN | 36,970 | $312 | 12/31/2023 |
| PFL | 36,970 | $312 | 12/31/2023 |
| Armor Investment Advisors LLC | 30,003 | $254 | 03/31/2024 |
| PFL | 30,003 | $254 | 03/31/2024 |
| Moser Wealth Advisors LLC | 27,488 | $233 | 03/31/2024 |
| PFL | 27,488 | $233 | 03/31/2024 |
| Kingsview Wealth Management LLC | 27,473 | $232 | 12/31/2023 |
| PFL | 27,473 | $232 | 12/31/2023 |
| Creative Planning | 27,021 | $228 | 12/31/2023 |
| PFL | 27,021 | $228 | 12/31/2023 |
| D.A. Davidson & CO. | 25,475 | $215 | 12/31/2023 |
| PFL | 25,475 | $215 | 12/31/2023 |
| Sonora Investment Management Group LLC | 25,065 | $212 | 12/31/2023 |
| PFL | 25,065 | $212 | 12/31/2023 |
| Shufro Rose & Co. LLC | 23,600 | $199 | 12/31/2023 |
| PFL | 23,600 | $199 | 12/31/2023 |
| Susquehanna International Group LLP | 22,585 | $191 | 12/31/2023 |
| PFL | 22,585 | $191 | 12/31/2023 |
| Virtu Financial LLC | 21,079 | $178 | 12/31/2023 |
| PFL | 21,079 | $178 | 12/31/2023 |
| Kestra Advisory Services LLC | 20,939 | $177 | 12/31/2023 |
| PFL | 20,939 | $177 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 20,675 | $175 | 03/31/2024 |
| PFL | 20,675 | $175 | 03/31/2024 |
| PFG Investments LLC | 20,675 | $175 | 03/31/2024 |
| PFL | 20,675 | $175 | 03/31/2024 |
| Lido Advisors LLC | 20,000 | $170 | 12/31/2023 |
| PFL | 20,000 | $170 | 12/31/2023 |
| Moors & Cabot Inc. | 20,000 | $169 | 12/31/2023 |
| PFL | 20,000 | $169 | 12/31/2023 |
| UBS Group AG | 17,376 | $147 | 12/31/2023 |
| PFL | 17,376 | $147 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 16,751 | $142 | 03/31/2024 |
| PFL | 16,751 | $142 | 03/31/2024 |
| Nomura Holdings Inc. | 13,405 | $113 | 12/31/2023 |
| PFL | 13,405 | $113 | 12/31/2023 |
| Fortitude Advisory Group L.L.C. | 12,505 | $106 | 12/31/2023 |
| PFL | 12,505 | $106 | 12/31/2023 |
| CoreCap Advisors LLC | 12,430 | $105 | 12/31/2023 |
| PFL | 12,430 | $105 | 12/31/2023 |
| Raymond James Trust N.A. | 12,155 | $103 | 03/31/2024 |
| PFL | 12,155 | $103 | 03/31/2024 |
| Cetera Advisors LLC | 10,483 | $88 | 12/31/2023 |
| PFL | 10,483 | $88 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 10,286 | $87 | 12/31/2023 |
| PFL | 10,286 | $87 | 12/31/2023 |
| AE Wealth Management LLC | 10,017 | $85 | 12/31/2023 |
| PFL | 10,017 | $85 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 10,000 | $84 | 12/31/2023 |
| PFL | 10,000 | $84 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 7,600 | $65 | 12/31/2023 |
| PFL | 7,600 | $65 | 12/31/2023 |
| JPMorgan Chase & Co. | 5,996 | $51 | 12/31/2023 |
| PFL | 5,996 | $51 | 12/31/2023 |
See All: Funds Holding PFL
See Details: Top 10 Hedge Funds Holding PFL
Also See: PFL Insider Buying
Also See: PFL Holdings Changes
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