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Institutions Holding PTF (109 holders)

109 institutions currently hold PTF, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$48.7M0.01%
MORGAN STANLEY$24.8M0.00%
BANK OF AMERICA CORP /DE/$15.8M0.00%
Transamerica Financial Advisors, LLC$13.6M1.16%
RAYMOND JAMES FINANCIAL INC$8.3M0.00%
Janney Montgomery Scott LLC$6.8M0.02%
Paller Financial Services Inc$6.4M5.32%
WELLS FARGO & COMPANY/MN$5.8M0.00%
AMERIPRISE FINANCIAL INC$4.5M0.00%
THEORY FINANCIAL LLC$4.4M1.53%
OSAIC HOLDINGS, INC.$4.4M0.01%
ROYAL BANK OF CANADA$3.9M0.00%
UBS Group AG$3.5M0.00%
Merit Financial Group, LLC$3.4M0.03%
StoneX Group Inc.$3.3M0.18%
IMC-Chicago, LLC$2.9M0.00%
Farther Finance Advisors, LLC$2.9M0.03%
Cambridge Investment Research Advisors, Inc.$2.4M0.01%
Colter Lewis Investment Partners LLC$2.3M2.13%
MISSION WEALTH MANAGEMENT, LP$2.1M0.04%
Bawa N Mallick Trust$2.1M0.85%
ENVESTNET ASSET MANAGEMENT INC$2.0M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M0.00%
Summit Financial, LLC$1.7M0.02%
Cetera Investment Advisers$1.6M0.00%
Bleakley Financial Group, LLC$1.5M0.02%
Genesee Capital Advisors, LLC$1.4M0.57%
MML INVESTORS SERVICES, LLC$1.3M0.00%
JONES FINANCIAL COMPANIES LLLP$1.2M0.00%
AlphaCore Capital LLC$1.2M0.03%
Heritage Trust Co$1.2M0.12%
STIFEL FINANCIAL CORP$1.0M0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M0.00%
Signature Equity Partners, LLC$981.1K0.53%
EP Wealth Advisors, LLC$883.9K0.00%
Quantinno Capital Management LP$850.7K0.00%
Unique Wealth Strategies, LLC$847.0K0.34%
Stratos Wealth Partners, LTD.$845.0K0.01%
Darwin Wealth Management, LLC$776.9K0.24%
Private Advisor Group, LLC$720.9K0.00%
Chicago Partners Investment Group LLC$711.0K0.02%
Advisory Services Network, LLC$710.5K0.01%
JANE STREET GROUP, LLC$709.6K0.00%
Benson Wealth Management INC$700.5K0.96%
Betterment LLC$600.0K0.00%
FIFTH THIRD BANCORP$596.2K0.00%
BALANCED WEALTH GROUP LLC$577.3K0.21%
Geneos Wealth Management Inc.$573.7K0.01%
Wealthcare Advisory Partners LLC$548.2K0.01%
HighTower Advisors, LLC$494.5K0.00%
Golden State Wealth Management, LLC$445.9K0.05%
Sound Income Strategies, LLC$443.3K0.02%
Steward Partners Investment Advisory, LLC$441.0K0.00%
COMMONWEALTH EQUITY SERVICES, LLC$423.5K0.00%
MONETA GROUP INVESTMENT ADVISORS LLC$421.6K0.00%
Sigma Planning Corp$405.7K0.01%
Western Wealth Management, LLC$388.1K0.01%
Samalin Investment Counsel, LLC$386.4K0.14%
WEDBUSH SECURITIES INC$357.0K0.01%
CAPTRUST FINANCIAL ADVISORS$350.7K0.00%
Integrated Wealth Concepts LLC$349.6K0.00%
JPMORGAN CHASE & CO$345.1K0.00%
MTM Investment Management, LLC$342.4K0.11%
SILVER OAK SECURITIES, INCORPORATED$331.4K0.02%
HRT FINANCIAL LP$324.0K0.00%
&PARTNERS$319.7K0.00%
Kestra Advisory Services, LLC$316.9K0.00%
Mariner, LLC$316.5K0.00%
REIK & CO., LLC$310.8K0.09%
AQR CAPITAL MANAGEMENT LLC$288.5K0.00%
Equitable Holdings, Inc.$287.6K0.00%
Sun Financial Inc$283.2K0.14%
EQUITABLE TRUST CO$273.0K0.01%
Cooper Financial Group$272.4K0.03%
JOURNEY STRATEGIC WEALTH LLC$259.0K0.01%
Pinnacle Financial Partners, Inc.$257.9K0.00%
KKM Financial LLC$255.7K0.05%
CITADEL ADVISORS LLC$250.3K0.00%
MGO ONE SEVEN LLC$247.5K0.00%
PRIVATE TRUST CO NA$246.4K0.02%
IHT Wealth Management, LLC$246.0K0.01%
Berger Financial Group, Inc$233.2K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$232.2K0.00%
FMR LLC$228.3K0.00%
Trueblood Wealth Management, LLC$225.6K0.09%
Rockefeller Capital Management L.P.$225.3K0.00%
Carr Financial Group Corp$216.5K0.06%
HARBOR INVESTMENT ADVISORY, LLC$215.8K0.02%
FIFTH THIRD SECURITIES, INC.$206.5K0.01%
D.A. DAVIDSON & CO.$202.4K0.00%
LJI Wealth Management, LLC$200.7K0.03%
BELLEVUE ASSET MANAGEMENT, LLC$181.5K0.09%
Sankala Group LLC$180.5K0.15%
Allworth Financial LP$151.1K0.00%
CENTAURUS FINANCIAL, INC.$141.0K0.01%
Scarborough Advisors, LLC$123.1K0.01%
Strategic Wealth Partners, Ltd.$85.6K0.01%
PNC FINANCIAL SERVICES GROUP, INC.$77.7K0.00%
CWM, LLC$58.3K0.00%
US BANCORP \DE\$44.7K0.00%
AE Wealth Management LLC$43.2K0.00%
Red Tortoise LLC$33.7K0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV$25.1K0.00%
Providence Capital Advisors, LLC$22.1K0.00%
BNP PARIBAS FINANCIAL MARKETS$17.3K0.00%
Quaker Wealth Management, LLC$14.0K0.00%
MAI Capital Management$4.4K0.00%
Spire Wealth Management$3.4K0.00%
Pinnacle Wealth Planning Services, Inc.$2.6K0.00%
Institutions Holding PTF (109 holders) | AlphaSMO