PDI 機関投資家保有状況：374社

現在 374 社の機関がPDI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
Ascentis Independent Advisors	$12.0万	0.01%
WEBSTER BANK, N. A.	$11.1万	0.01%
Vision Retirement, LLC	$10.2万	0.03%
Medallion Wealth Advisors, LLC	$9.6万	0.03%
Global Wealth Strategies & Associates	$9.6万	0.02%
FNY Investment Advisers, LLC	$9.5万	0.04%
EverSource Wealth Advisors, LLC	$8.6万	0.00%
Atlantic Union Bankshares Corp	$7.9万	0.00%
GHP Investment Advisors, Inc.	$7.8万	0.00%
Arax Advisory Partners	$7.7万	0.00%
WFA of San Diego, LLC	$6.8万	0.05%
Golden State Wealth Management, LLC	$6.3万	0.01%
IFG Advisory, LLC	$6.3万	0.18%
ST GERMAIN D J CO INC	$6.2万	0.00%
FIRST HORIZON CORP	$5.7万	0.00%
Bogart Wealth, LLC	$5.7万	0.00%
Ancora Advisors LLC	$5.6万	0.00%
Hamrick Investment Counsel, llc	$5.3万	0.03%
Sankala Group LLC	$5.2万	0.04%
Nova Wealth Management, Inc.	$5.1万	0.03%
EASTERN BANK	$5.1万	0.00%
Federation des caisses Desjardins du Quebec	$4.8万	0.00%
HUNTINGTON NATIONAL BANK	$4.7万	0.00%
Osbon Capital Management LLC	$4.3万	0.04%
Advisory Services Network, LLC	$4.2万	0.00%
LRI Investments, LLC	$3.8万	0.00%
HHM Wealth Advisors, LLC	$3.6万	0.00%
Keating Financial Advisory Services, Inc.	$3.4万	0.01%
Western Pacific Wealth Management, LP	$3.4万	0.03%
Heritage Wealth Advisors	$3.4万	0.00%
ROTHSCHILD INVESTMENT LLC	$3.4万	0.00%
Intentional Wealth Strategies, LLC	$3.4万	0.03%
HANTZ FINANCIAL SERVICES, INC.	$3.4万	0.00%
Smartleaf Asset Management LLC	$3.4万	0.00%
Moisand Fitzgerald Tamayo, LLC	$3.1万	0.00%
JONES FINANCIAL COMPANIES LLLP	$3.0万	0.00%
Sunbelt Securities, Inc.	$2.7万	0.00%
Aspect Partners, LLC	$2.4万	0.01%
PFS Partners, LLC	$2.4万	0.01%
Evelyn Partners Asset Management Ltd	$2.2万	0.01%
Blue Trust, Inc.	$2.2万	0.00%
Coston, McIsaac & Partners	$1.9万	0.00%
Financial Management Professionals, Inc.	$1.8万	0.00%
COUNTRY TRUST BANK	$1.7万	0.00%
Wilkerson Advisory Group LLC	$1.7万	0.01%
North Star Investment Management Corp.	$1.5万	0.00%
Root Financial Partners, LLC	$1.4万	0.00%
ASSETMARK, INC	$1.2万	0.00%
SHP Wealth Management	$1.1万	0.00%
Walsh & Associates, LLC	$9736.0	0.01%
Strategic Wealth Partners, Ltd.	$9068.0	0.00%
Beaird Harris Wealth Management, LLC	$6194.0	0.00%
Salomon & Ludwin, LLC	$6135.0	0.00%
Advisors Asset Management, Inc.	$6006.0	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	$5265.0	0.00%
POM Investment Strategies, LLC	$4774.0	0.01%
GABLES CAPITAL MANAGEMENT INC.	$4705.0	0.00%
MCGUIRE CAPITAL ADVISORS INC	$4414.0	0.00%
Avion Wealth	$4000.0	0.00%
SWAN Capital LLC	$3798.0	0.00%
Roble, Belko & Company, Inc	$3000.0	0.00%
SALEM INVESTMENT COUNSELORS INC	$2995.0	0.00%
Axiom Investment Management LLC	$2789.0	0.00%
Capital Analysts, LLC	$2000.0	0.00%
HIGHLINE WEALTH PARTNERS LLC	$1711.0	0.00%
LGT Financial Advisors LLC	$1613.0	0.01%
Parallel Advisors, LLC	$1608.0	0.00%
SIGNATUREFD, LLC	$1454.0	0.00%
Greykasell Wealth Strategies, Inc.	$1369.0	0.00%
Holos Integrated Wealth LLC	$1160.0	0.00%
Reyes Financial Architecture, Inc.	$688.0	0.00%
Key Financial Inc	$565.0	0.00%
MassMutual Private Wealth & Trust, FSB	$68.0	0.00%
BNP PARIBAS FINANCIAL MARKETS	$0.2	0.00%