PFL(PFL)
PFL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 886.43K | Jun 30, 26 | +81.42K | 1.78% |
| GUGGENHEIM CAPITAL LLC | 880.07K | Jun 30, 26 | -74.96K | 1.77% |
| MORGAN STANLEY | 594.86K | Jun 30, 26 | +5.82K | 1.20% |
| INDEPENDENT FINANCIAL GROUP, LLC | 524.74K | Jun 30, 26 | -25.42K | 1.06% |
| LPL Financial LLC | 432.73K | Jun 30, 26 | +12.84K | 0.87% |
| HOHIMER WEALTH MANAGEMENT, LLC | 390.26K | Jun 30, 26 | -45.01K | 0.78% |
| Invesco Ltd. | 348.67K | Jun 30, 26 | +17.23K | 0.70% |
| GraniteShares Advisors LLC | 335.39K | Jun 30, 26 | +43.90K | 0.67% |
| Shaker Financial Services, LLC | 295.08K | Jun 30, 26 | +251.85K | 0.59% |
| STIFEL FINANCIAL CORP | 281.19K | Jun 30, 26 | +5.27K | 0.57% |
| CENTAURUS FINANCIAL, INC. | 257.01K | Jun 30, 26 | +2.63K | 0.52% |
| Cetera Investment Advisers | 254.10K | Jun 30, 26 | +39.59K | 0.51% |
| ROYAL BANK OF CANADA | 246.96K | Jun 30, 26 | +11.48K | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 224.18K | Jun 30, 26 | -10.46K | 0.45% |
| BANK OF AMERICA CORP /DE/ | 204.41K | Jun 30, 26 | -784 | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 180.61K | Jun 30, 26 | -17.19K | 0.36% |
| Pinnacle Financial Partners, Inc. | 140.30K | Jun 30, 26 | -655 | 0.28% |
| Lido Advisors, LLC | 123.88K | Jun 30, 26 | +105.07K | 0.25% |
| TRUIST FINANCIAL CORP | 93.98K | Jun 30, 26 | +1.57K | 0.19% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 93.25K | Jun 30, 26 | -- | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 82.17K | Jun 30, 26 | -6.09K | 0.17% |
| NewEdge Advisors, LLC | 70.75K | Jun 30, 26 | -8.90K | 0.14% |
| Geneos Wealth Management Inc. | 65.72K | Jun 30, 26 | +12.76K | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 62.21K | Jun 30, 26 | +2.84K | 0.13% |
| UBS Group AG | 60.25K | Jun 30, 26 | +43.11K | 0.12% |
| WELLS FARGO & COMPANY/MN | 60.13K | Jun 30, 26 | -351.71K | 0.12% |
| Cypress Capital Group | 58.21K | Jun 30, 26 | -- | 0.12% |
| J.W. COLE ADVISORS, INC. | 54.68K | Jun 30, 26 | +54.68K | 0.11% |
| JANE STREET GROUP, LLC | 52.12K | Jun 30, 26 | +13.80K | 0.10% |
| Janney Montgomery Scott LLC | 48.51K | Jun 30, 26 | +3.15K | 0.10% |
| Kestra Advisory Services, LLC | 46.17K | Jun 30, 26 | -7.58K | 0.09% |
| Sanctuary Advisors, LLC | 43.34K | Jun 30, 26 | +1.27K | 0.09% |
| CITADEL ADVISORS LLC | 42.56K | Jun 30, 26 | +42.56K | 0.09% |
| TD Waterhouse Canada Inc. | 41.66K | Jun 30, 26 | +16.88K | 0.08% |
| SILVER OAK SECURITIES, INCORPORATED | 41.33K | Jun 30, 26 | -5.01K | 0.08% |
| Noble Wealth Management PBC | 38.26K | Jun 30, 26 | -- | 0.08% |
| StoneX Group Inc. | 36.39K | Jun 30, 26 | +16.51K | 0.07% |
| D.A. DAVIDSON & CO. | 36.23K | Jun 30, 26 | +476 | 0.07% |
| IMC-Chicago, LLC | 31.93K | Jun 30, 26 | +31.93K | 0.06% |
| Stratos Wealth Partners, LTD. | 27.08K | Jun 30, 26 | +1.93K | 0.05% |
| Fortitude Advisory Group L.L.C. | 26.75K | Jun 30, 26 | +6.27K | 0.05% |
| SHUFRO ROSE & CO LLC | 24.10K | Jun 30, 26 | -- | 0.05% |
| PFG Investments, LLC | 23.50K | Jun 30, 26 | -- | 0.05% |
| Elm3 Financial Group, LLC | 22.53K | Jun 30, 26 | -3.36K | 0.05% |
| Beacon Pointe Advisors, LLC | 21.34K | Jun 30, 26 | +385 | 0.04% |
| BlackRock, Inc. | 19.76K | Jun 30, 26 | -- | 0.04% |
| Armor Investment Advisors, LLC | 18.52K | Jun 30, 26 | -3.21K | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.94K | Jun 30, 26 | -3.47K | 0.04% |
| Bensler, LLC | 17.53K | Jun 30, 26 | +17.53K | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 17.11K | Jun 30, 26 | -- | 0.03% |
| Sowell Financial Services LLC | 16.64K | Jun 30, 26 | -- | 0.03% |
| Element Wealth, LLC | 15.86K | Jun 30, 26 | +509 | 0.03% |
| Foundations Investment Advisors, LLC | 15.20K | Jun 30, 26 | +15.20K | 0.03% |
| Colony Group, LLC | 15.18K | Jun 30, 26 | +88 | 0.03% |
| Tudor Financial Inc. | 14.71K | Jun 30, 26 | -- | 0.03% |
| XTX Topco Ltd | 14.17K | Jun 30, 26 | +14.17K | 0.03% |
| Western Wealth Management, LLC | 14.04K | Jun 30, 26 | -2.75K | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 13.48K | Jun 30, 26 | -850 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 13.23K | Jun 30, 26 | +1.49K | 0.03% |
| HRT FINANCIAL LP | 12.46K | Jun 30, 26 | +12.46K | 0.03% |
| CoreCap Advisors, LLC | 12.35K | Jun 30, 26 | +4.00K | 0.02% |
| NOMURA HOLDINGS INC | 12.00K | Jun 30, 26 | +12.00K | 0.02% |
| Alpine Global Management, LLC | 11.97K | Jun 30, 26 | +11.97K | 0.02% |
| SCOTIA CAPITAL INC. | 11.57K | Jun 30, 26 | -- | 0.02% |
| Apollon Wealth Management, LLC | 11.20K | Jun 30, 26 | -- | 0.02% |
| Sprinkle Financial Consultants LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| Centennial Bank/AR/ | 10.00K | Jun 30, 26 | +10.00K | 0.02% |
| Integrated Wealth Concepts LLC | 9.47K | Jun 30, 26 | +9.47K | 0.02% |
| AMERIFLEX GROUP, INC. | 8.94K | Jun 30, 26 | -- | 0.02% |
| BARCLAYS PLC | 8.00K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.02K | Jun 30, 26 | +6.02K | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 4.37K | Jun 30, 26 | +120 | 0.01% |
| Allworth Financial LP | 4.10K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.67K | Jun 30, 26 | +110 | 0.01% |
| JPMORGAN CHASE & CO | 3.12K | Jun 30, 26 | +3.12K | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 1.65K | Jun 30, 26 | +218 | 0.00% |
| Strategic Wealth Partners, Ltd. | 1.45K | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 1.24K | Jun 30, 26 | +37 | 0.00% |
| ASSETMARK, INC | 1.10K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 730 | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 178 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 144 | Jun 30, 26 | +4 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -648 | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -18.95K | -- |
| GHP Investment Advisors, Inc. | -- | Jun 30, 26 | -500 | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -326 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -929 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -635 | -- |
| AdvisorNet Financial, Inc | -- | Jun 30, 26 | -510 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -2.50K | -- |
| Caldwell Trust Co | -- | Jun 30, 26 | -1.50K | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -488 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -11.38K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -10.80K | -- |
| Clear Point Advisors Inc. | -- | Jun 30, 26 | -5.64K | -- |
| Semus Wealth Partners LLC | -- | Jun 30, 26 | -10.15K | -- |
| Navis Wealth Advisors, LLC | -- | Jun 30, 26 | -68.65K | -- |
| Shay Capital LLC | -- | Jun 30, 26 | -10.10K | -- |
| Anfield Capital Management, LLC | 6.67K | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 730 | Dec 31, 25 | -- | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | 117.90K | Sep 30, 25 | +117.90K | 0.24% |
| SYNOVUS FINANCIAL CORP | 15.10K | Sep 30, 25 | -32.05K | 0.03% |
| Sonora Investment Management Group, LLC | 13.89K | Sep 30, 25 | -11.17K | 0.03% |
| Moser Wealth Advisors, LLC | 18.43K | Jun 30, 25 | -7.62K | 0.04% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -262.79K | -- |
| RAYMOND JAMES TRUST N.A. | 12.15K | Sep 30, 24 | -- | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.56K | Jun 30, 24 | -25 | 0.00% |
| Cetera Advisor Networks LLC | 169.19K | Mar 31, 24 | +7.16K | 0.34% |
| Cetera Advisors LLC | 10.48K | Mar 31, 24 | -- | 0.02% |
| F3Logic, LLC | 595.90K | Dec 31, 22 | -3.21K | 1.20% |
| Gallagher Benefit Services, Inc. | 595.90K | Dec 31, 22 | +595.90K | 1.20% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 48.13K | Sep 30, 22 | -142 | 0.10% |
| American Portfolios Advisors | 19.87K | Sep 30, 22 | -- | 0.04% |
| Lloyd Park, LLC | 18.90K | Sep 30, 22 | +78 | 0.04% |
| Strategic Asset Management, LLC | 675 | Sep 30, 22 | -- | 0.00% |
| Sonora Investment Management, LLC | 61.08K | Sep 30, 21 | -880 | 0.12% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 54.36K | Sep 30, 21 | +15.26K | 0.11% |
| Hoover Financial Advisors, Inc. | 1.09K | Jun 30, 21 | +1.09K | 0.00% |
| Blue Chip Wealth Management, Inc. | 58.21K | Sep 30, 20 | +58.21K | 0.12% |
| NORTHSTAR WEALTH PARTNERS LLC | -- | Sep 30, 20 | -11.03K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 154.28K | Dec 31, 19 | +61.59K | 0.31% |
| Advisor Group, Inc. | 24.92K | Dec 31, 19 | -3.13K | 0.05% |
| BB&T SECURITIES, LLC | 89.42K | Sep 30, 19 | +2.18K | 0.18% |
| SUNTRUST BANKS INC | 57.21K | Sep 30, 19 | -- | 0.12% |
| Horizon Kinetics LLC | 237.54K | Dec 31, 18 | -4.66K | 0.48% |
| Questar Asset Management, Inc. | 10.01K | Dec 31, 18 | +10.01K | 0.02% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 10.01K | Sep 30, 18 | -1.32K | 0.02% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -19.79K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -181.86K | -- |
| Commonwealth Equity Services, Inc | 91.05K | Jun 30, 17 | +26.35K | 0.18% |
| WFG Advisors, LP | -- | Jun 30, 17 | -2.02K | -- |
| MSI Financial Services Inc | 11.16K | Dec 31, 16 | -3.18K | 0.02% |
| Investors Capital Advisory Services | 22.04K | Jun 30, 16 | +10.90K | 0.04% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.60K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 63.26K | Sep 30, 14 | +5.12K | 0.13% |
| KMS FINANCIAL SERVICES, INC | 25.50K | Jun 30, 14 | -50.59K | 0.05% |
| First Allied Securities, Inc. | 12.76K | Jun 30, 12 | +123 | 0.03% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 469.70K | Jun 30, 10 | +199.61K | 0.94% |