αAlphaSMO

Institutions Holding PDI (374 holders)

374 institutions currently hold PDI, ranked below by position value.

View full stock page for PDI

Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$220.8M0.01%
LPL Financial LLC$90.5M0.02%
BANK OF AMERICA CORP /DE/$52.0M0.00%
Cetera Investment Advisers$29.2M0.03%
UBS Group AG$28.2M0.00%
WELLS FARGO & COMPANY/MN$27.3M0.01%
OSAIC HOLDINGS, INC.$27.0M0.04%
ROYAL BANK OF CANADA$26.3M0.00%
PFG Investments, LLC$26.1M1.22%
RAYMOND JAMES FINANCIAL INC$24.9M0.01%
COHEN & STEERS, INC.$24.4M0.04%
TD Waterhouse Canada Inc.$22.7M0.07%
Estate Planners Group, LLC$22.4M10.76%
Cambridge Investment Research Advisors, Inc.$20.2M0.05%
Private Advisor Group, LLC$15.0M0.07%
Cerity Partners LLC$13.5M0.02%
INDEPENDENT FINANCIAL GROUP, LLC$12.5M0.28%
Mission Hills Financial Advisory, LLC$12.4M6.34%
GUGGENHEIM CAPITAL LLC$11.9M0.09%
Cyndeo Wealth Partners, LLC$10.6M0.56%
COMMONWEALTH EQUITY SERVICES, LLC$10.2M0.01%
Noble Wealth Management PBC$9.9M4.97%
Cornerstone Advisory, LLC$9.7M0.92%
Bensler, LLC$9.0M0.93%
Janney Montgomery Scott LLC$8.3M0.02%
Summit Financial, LLC$8.0M0.10%
Avior Wealth Management, LLC$7.7M0.22%
ENVESTNET ASSET MANAGEMENT INC$7.7M0.00%
Wealthcare Advisory Partners LLC$7.5M0.15%
ALLIANCEBERNSTEIN L.P.$7.1M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.8M0.00%
VERUS CAPITAL PARTNERS, LLC$6.5M0.44%
Arkadios Wealth Advisors$6.5M0.11%
Destiny Wealth Partners, LLC$6.3M0.69%
Wagner Wealth Management, LLC$6.3M1.28%
LifeWealth Investments, LLC$6.3M1.89%
Farther Finance Advisors, LLC$6.3M0.06%
Kestra Advisory Services, LLC$6.3M0.02%
Sentinel Advisory Group, LLC$5.9M2.85%
AE Wealth Management LLC$5.8M0.03%
ALLIUM FINANCIAL ADVISORS, LLC$5.6M4.53%
Orion Porfolio Solutions, LLC$5.4M0.05%
XTX Topco Ltd$4.9M0.09%
PRINCIPAL SECURITIES, INC.$4.8M0.07%
HighTower Advisors, LLC$4.7M0.00%
SlateStone Wealth, LLC$4.3M0.36%
PNC FINANCIAL SERVICES GROUP, INC.$4.3M0.00%
Capital Investment Advisory Services, LLC$4.3M0.31%
U.S. Capital Wealth Advisors, LLC$4.0M0.10%
Beta Wealth Group, Inc.$3.9M1.61%
Wealth Care LLC$3.9M3.43%
BANK OF MONTREAL /CAN/$3.8M0.00%
L & S Advisors Inc$3.6M0.45%
Morse Asset Management, Inc$3.4M0.71%
QUARRY HILL ADVISORS, LLC$3.4M1.38%
RFG Advisory, LLC$3.3M0.06%
Equitable Holdings, Inc.$3.2M0.02%
Catawba River Capital$3.2M1.55%
RETIREMENT PLANNING GROUP, LLC / NY$3.1M1.99%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.0M0.00%
CARY STREET PARTNERS FINANCIAL LLC$2.9M0.07%
Thrivent Financial for Lutherans$2.9M0.01%
Smith Asset Management Co., LLC$2.8M2.39%
World Investment Advisors$2.7M0.04%
Thomas J. Herzfeld Advisors, Inc.$2.6M0.90%
Flagship Private Wealth, LLC$2.6M1.06%
Tennessee Valley Asset Management Partners$2.5M0.33%
STIFEL FINANCIAL CORP$2.4M0.00%
JANE STREET GROUP, LLC$2.4M0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$2.4M0.29%
ALEXANDER LABRUNERIE & CO., INC.$2.2M0.83%
Elm3 Financial Group, LLC$2.2M1.86%
GILL CAPITAL PARTNERS, LLC$2.2M0.63%
Anchor Capital Management Group Inc$2.1M1.48%
Kovack Advisors, Inc.$2.1M0.11%
MEANS INVESTMENT CO., INC.$2.0M0.18%
AlphaStar Capital Management, LLC$2.0M0.15%
Navis Wealth Advisors, LLC$1.9M0.98%
Wealthstar Advisors, LLC$1.9M0.87%
HUB Investment Partners, LLC$1.8M0.04%
Focus Financial Network, Inc.$1.8M0.06%
Independent Advisor Alliance$1.8M0.02%
MorganRosel Wealth Management, LLC$1.8M0.70%
EVERGREEN CAPITAL MANAGEMENT LLC$1.7M0.04%
Rockefeller Capital Management L.P.$1.6M0.00%
MRA Advisory Group$1.6M0.66%
Mariner, LLC$1.6M0.00%
Williams Jones Wealth Management, LLC.$1.5M0.02%
MERCER GLOBAL ADVISORS INC /ADV$1.5M0.00%
Marks Group Wealth Management, Inc$1.5M0.14%
Sanctuary Advisors, LLC$1.4M0.01%
MML INVESTORS SERVICES, LLC$1.4M0.00%
MAI Capital Management$1.4M0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M0.00%
Western Wealth Management, LLC$1.3M0.05%
CAPTRUST FINANCIAL ADVISORS$1.3M0.00%
Parisi Gray Wealth Management$1.3M0.31%
CIBC WORLD MARKET INC.$1.3M0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M0.02%
&PARTNERS$1.3M0.01%
WEDBUSH SECURITIES INC$1.3M0.04%
IEQ CAPITAL, LLC$1.2M0.01%
OPPENHEIMER & CO INC$1.2M0.02%
Americana Partners, LLC$1.2M0.03%
Baird Financial Group, Inc.$1.2M0.00%
Stratos Wealth Partners, LTD.$1.2M0.01%
PRIVATE TRUST CO NA$1.2M0.11%
SCOTIA CAPITAL INC.$1.2M0.00%
Cresset Asset Management, LLC$1.2M0.01%
Tradition Wealth Management, LLC$1.1M0.08%
IHT Wealth Management, LLC$1.1M0.02%
HF Advisory Group, LLC$1.1M0.36%
Significant Wealth Partners LLC$1.0M1.27%
FIFTH THIRD BANCORP$1.0M0.00%
Benchmark Financial, LLC$1.0M0.91%
Merit Financial Group, LLC$999.4K0.01%
Duncan Williams Asset Management, LLC$994.8K0.28%
BROWN ADVISORY INC$984.8K0.00%
White Knight Strategic Wealth Advisors, LLC$974.6K0.82%
Rayburn West Financial Services LLC$938.0K0.55%
JOURNEY STRATEGIC WEALTH LLC$912.0K0.02%
HARBOR INVESTMENT ADVISORY, LLC$909.3K0.07%
Prospera Financial Services Inc$907.2K0.01%
Savant Capital, LLC$903.7K0.00%
Outlook Wealth Advisors, LLC$902.0K0.22%
Virtu Financial LLC$893.0K0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC$880.8K0.01%
CoreCap Advisors, LLC$878.4K0.03%
Lido Advisors, LLC$847.3K0.00%
Lewis Asset Management, LLC$834.9K0.34%
Mach-1 Financial Group, LLC$831.5K0.29%
TRUIST FINANCIAL CORP$831.1K0.00%
Goldstone Financial Group, LLC$823.9K0.09%
Fiduciary Alliance LLC$810.0K0.05%
SEAVIEW INVESTMENT MANAGERS LLC$804.9K0.29%
Sovran Advisors, LLC$791.1K0.06%
Garden State Investment Advisory Services LLC$784.3K0.17%
Verity Asset Management, Inc.$781.0K0.33%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$778.3K0.02%
Stratos Wealth Advisors, LLC$765.0K0.05%
Accredited Investors Inc.$762.8K0.04%
Resurgent Financial Advisors LLC$759.8K0.27%
First Heartland Consultants, Inc.$755.3K0.06%
Samalin Investment Counsel, LLC$750.3K0.27%
Ausdal Financial Partners, Inc.$735.2K0.03%
Gateway Wealth Partners, LLC$726.7K0.03%
Key Client Fiduciary Advisors, LLC$695.6K0.24%
Arlington Capital Management, Inc.$686.1K0.39%
Beacon Financial Advisory LLC$684.9K0.15%
VectorGlobal IAG, Inc.$662.7K0.17%