現在 26 社の機関がPBTPを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| LPL Financial LLC | $2036.5万 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | $475.9万 | 0.01% |
| Tidemark, LLC | $414.0万 | 1.05% |
| Sowell Financial Services LLC | $238.8万 | 0.09% |
| GOLDMAN SACHS GROUP INC | $159.1万 | 0.00% |
| BANK OF AMERICA CORP /DE/ | $132.6万 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $123.5万 | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | $120.3万 | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $116.8万 | 0.00% |
| Kelly Financial Services LLC | $100.7万 | 0.24% |
| Trilogy Capital Inc. | $87.6万 | 0.04% |
| Beacon Pointe Advisors, LLC | $77.4万 | 0.00% |
| CITADEL ADVISORS LLC | $77.2万 | 0.00% |
| Arkadios Wealth Advisors | $63.5万 | 0.01% |
| OSAIC HOLDINGS, INC. | $55.3万 | 0.00% |
| MML INVESTORS SERVICES, LLC | $38.7万 | 0.00% |
| Centerpoint Advisory Group | $30.7万 | 0.23% |
| Destiny Capital Corp/CO | $20.6万 | 0.11% |
| ROYAL BANK OF CANADA | $4.3万 | 0.00% |
| BlackRock, Inc. | $3.4万 | 0.00% |
| UBS Group AG | $3.3万 | 0.00% |
| PRIVATE TRUST CO NA | $6538.0 | 0.00% |
| Arax Advisory Partners | $1386.0 | 0.00% |
| MORGAN STANLEY | $37.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | $26.0 | 0.00% |
| WELLS FARGO & COMPANY/MN | $12.0 | 0.00% |