αAlphaSMO

Institutions Holding PDBC (446 holders)

446 institutions currently hold PDBC, ranked below by position value.

View full stock page for PDBC

Key HoldersTotal ValueAvg Weight
WELLS FARGO & COMPANY/MN$1.8B0.33%
Empower Advisory Group, LLC$597.6M1.55%
LPL Financial LLC$532.8M0.14%
MORGAN STANLEY$361.7M0.02%
STATE STREET CORP$154.8M0.01%
SigFig Wealth Management, LLC$116.1M3.40%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$95.3M0.01%
MANUFACTURERS LIFE INSURANCE COMPANY, THE$94.5M0.08%
BANK OF AMERICA CORP /DE/$84.9M0.01%
ENVESTNET ASSET MANAGEMENT INC$68.1M0.02%
Mirae Asset Global Investments Co., Ltd.$61.9M0.02%
Briaud Financial Planning Inc$48.6M12.75%
3EDGE Asset Management, LP$47.9M2.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46.6M0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.6M0.09%
GM Advisory Group, LLC$41.3M1.59%
SCS Capital Management LLC$37.2M0.39%
Tidal Investments LLC$36.6M0.08%
PARK AVENUE SECURITIES LLC$32.4M0.25%
CWM, LLC$31.1M0.08%
HighTower Advisors, LLC$29.9M0.03%
UBS Group AG$29.7M0.00%
POTOMAC FUND MANAGEMENT INC /ADV$29.1M1.01%
Marion Wealth Management$19.2M4.26%
EXENCIAL WEALTH ADVISORS, LLC$17.9M0.56%
HSBC HOLDINGS PLC$17.7M0.01%
AVALON CAPITAL MANAGEMENT$17.2M4.85%
AE Wealth Management LLC$17.0M0.09%
GOLDMAN SACHS GROUP INC$16.7M0.00%
Johnson Financial Group, LLC$16.4M1.09%
Quadrature Capital Ltd$16.4M0.20%
Kiker Wealth Management, LLC$16.2M7.74%
Cambridge Investment Research Advisors, Inc.$16.2M0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.1M0.00%
New York Life Investment Management LLC$15.0M0.13%
Janney Montgomery Scott LLC$14.4M0.04%
Beacon Capital Management, Inc.$13.6M0.76%
Arkadios Wealth Advisors$13.5M0.22%
INTEGRATED CAPITAL MANAGEMENT, INC.$12.9M8.55%
MAI Capital Management$12.8M0.07%
OSAIC HOLDINGS, INC.$12.7M0.02%
RAYMOND JAMES FINANCIAL INC$12.7M0.00%
ADVISORTRUST PARTNERS, LLC$12.4M5.18%
Aspect Partners, LLC$12.0M4.90%
MML INVESTORS SERVICES, LLC$11.5M0.03%
Cetera Investment Advisers$11.5M0.01%
Brookstone Capital Management$10.4M0.12%
Bedell Frazier Investment Counselling, LLC$10.2M2.05%
ROYAL BANK OF CANADA$10.0M0.00%
Mariner, LLC$9.8M0.01%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$9.5M0.35%
JPMORGAN CHASE & CO$9.5M0.00%
Plan Group Financial, LLC$9.4M2.20%
ALM First Financial Advisors, LLC$9.3M1.66%
CHOREO, LLC$8.9M0.11%
Northeast Financial Group, Inc.$8.9M2.20%
PATTON FUND MANAGEMENT, INC.$8.9M1.51%
Bank of New York Mellon Corp$8.8M0.00%
Ausdal Financial Partners, Inc.$8.7M0.39%
Ameritas Advisory Services, LLC$8.6M0.33%
Impact Partnership Wealth, LLC$8.0M0.99%
Fortis Group Advisors, LLC$7.8M1.29%
CIM, LLC$7.2M1.04%
RWA WEALTH PARTNERS, LLC$7.2M0.08%
Atria Investments, Inc$6.8M0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC$6.6M0.08%
Rockefeller Capital Management L.P.$6.6M0.01%
Echo45 Advisors LLC$6.4M3.62%
Advyzon Investment Management, LLC$6.4M0.57%
&PARTNERS$6.4M0.03%
JONES FINANCIAL COMPANIES LLLP$6.4M0.00%
Quent Capital, LLC$6.2M0.44%
CIBC WORLD MARKET INC.$6.2M0.01%
CITIGROUP INC$6.2M0.00%
Legacy Wealth Partners, LLC$6.1M1.53%
Avestar Capital, LLC$6.0M0.39%
Perissos Private Wealth Management, LLC$6.0M5.21%
LCW Services, LLC$5.8M2.89%
Symphony Financial, Ltd. Co.$5.8M0.76%
Baird Financial Group, Inc.$5.5M0.01%
OARSMAN CAPITAL, INC.$5.1M0.63%
Steward Partners Investment Advisory, LLC$5.1M0.03%
Bison Wealth, LLC$5.1M0.49%
THEORY FINANCIAL LLC$4.9M1.73%
Equitable Holdings, Inc.$4.9M0.03%
Ball & Co Wealth Management Inc.$4.8M4.02%
M Wealth Management, LLC$4.7M3.93%
Lido Advisors, LLC$4.6M0.01%
Private Advisor Group, LLC$4.6M0.02%
New England Capital Financial Advisors LLC$4.5M1.23%
IronBridge Private Wealth, LLC$4.4M1.42%
Maridea Wealth Management LLC$4.4M0.63%
CoreCap Advisors, LLC$4.3M0.15%
Ashton Thomas Private Wealth, LLC$4.3M0.10%
FIFTH THIRD BANCORP$4.2M0.01%
MGO ONE SEVEN LLC$3.7M0.07%
Integrated Wealth Concepts LLC$3.6M0.03%
Lifeworks Advisors, LLC$3.5M0.45%
Gladwyn Financial Advisors, Inc.$3.4M2.38%
HANCOCK WHITNEY CORP$3.4M0.06%
CITADEL ADVISORS LLC$3.4M0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$3.0M0.15%
Kensington Asset Management, LLC$2.9M0.16%
Wealthspire Advisors, LLC$2.9M0.02%
Robertson Stephens Wealth Management, LLC$2.9M0.08%
Randall & Associates Wealth Management$2.9M1.93%
Creative Planning$2.8M0.00%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.8M0.36%
CreativeOne Wealth, LLC$2.7M0.06%
Sigma Planning Corp$2.7M0.07%
Farther Finance Advisors, LLC$2.6M0.02%
B. Riley Wealth Advisors, Inc.$2.6M0.16%
MinichMacGregor Wealth Management, LLC$2.5M0.45%
McIlrath & Eck, LLC$2.5M0.19%
Elyxium Wealth, LLC$2.5M0.80%
WESPAC Advisors, LLC$2.5M1.35%
NewSquare Capital LLC$2.4M0.21%
COMMONWEALTH EQUITY SERVICES, LLC$2.3M0.00%
Evolution Wealth Advisors, LLC$2.3M0.24%
SCOTIA CAPITAL INC.$2.3M0.01%
Smartleaf Asset Management LLC$2.3M0.08%
Innova Wealth Partners$2.3M1.09%
Sanctuary Advisors, LLC$2.3M0.01%
FSA Investment Group, LLC$2.3M0.92%
SILVER OAK SECURITIES, INCORPORATED$2.3M0.17%
Aletheian Wealth Advisors LLC$2.2M1.08%
Verity Asset Management, Inc.$2.2M0.92%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$2.1M0.12%
Perigon Wealth Management, LLC$2.1M0.04%
GTS SECURITIES LLC$2.0M0.07%
Anson Capital, Inc.$1.9M1.31%
IFP Advisors, Inc$1.9M0.04%
Private Wealth Asset Management, LLC$1.9M0.20%
M&T Bank Corp$1.9M0.01%
JOHNSON INVESTMENT COUNSEL INC$1.8M0.01%
McNamara Financial Services, Inc.$1.8M0.34%
Concurrent Investment Advisors, LLC$1.8M0.02%
Cordoba Advisory Partners LLC$1.8M0.50%
GENESIS PRIVATE WEALTH, LLC$1.8M0.56%
CONGRESS ASSET MANAGEMENT CO$1.8M0.01%
TRUST CO OF OKLAHOMA$1.7M0.50%
Transamerica Financial Advisors, LLC$1.7M0.15%
Kuhn & Co Investment Counsel$1.7M1.07%
Continuum Advisory, LLC$1.6M0.16%
Alhambra Investment Management LLC$1.6M0.75%
Worth Asset Management, LLC$1.6M0.60%
Geneos Wealth Management Inc.$1.6M0.04%
Virtue Capital Management, LLC$1.6M0.24%
Praxis Capital Management LLC$1.5M3.56%
Palumbo Wealth Management LLC$1.5M0.37%