PFL(PFL)
PFL
Institutional Ownership
Top 127 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 524.74K | Jun 30, 26 | -25.42K | 1.06% |
| Shaker Financial Services, LLC | 295.08K | Jun 30, 26 | +251.85K | 0.59% |
| J.W. COLE ADVISORS, INC. | 54.68K | Jun 30, 26 | +54.68K | 0.11% |
| Noble Wealth Management PBC | 38.26K | Jun 30, 26 | -- | 0.08% |
| D.A. DAVIDSON & CO. | 36.23K | Jun 30, 26 | +476 | 0.07% |
| Fortitude Advisory Group L.L.C. | 26.75K | Jun 30, 26 | +6.27K | 0.05% |
| PFG Investments, LLC | 23.50K | Jun 30, 26 | -- | 0.05% |
| Bensler, LLC | 17.53K | Jun 30, 26 | +17.53K | 0.04% |
| Sowell Financial Services LLC | 16.64K | Jun 30, 26 | -- | 0.03% |
| CoreCap Advisors, LLC | 12.35K | Jun 30, 26 | +4.00K | 0.02% |
| Apollon Wealth Management, LLC | 11.20K | Jun 30, 26 | -- | 0.02% |
| Sprinkle Financial Consultants LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 4.37K | Jun 30, 26 | +120 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.67K | Jun 30, 26 | +110 | 0.01% |
| FNY Investment Advisers, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 144 | Jun 30, 26 | +4 | 0.00% |
| Key FInancial Inc | -- | Jun 30, 26 | -488 | -- |
| GHP Investment Advisors, Inc. | -- | Jun 30, 26 | -500 | -- |
| AdvisorNet Financial, Inc | -- | Jun 30, 26 | -510 | -- |
| GUGGENHEIM CAPITAL LLC | 955.03K | Mar 31, 26 | -28.03K | 1.92% |
| AMERIPRISE FINANCIAL INC | 805.01K | Mar 31, 26 | +85.59K | 1.62% |
| MORGAN STANLEY | 589.04K | Mar 31, 26 | +35.17K | 1.18% |
| HOHIMER WEALTH MANAGEMENT, LLC | 435.27K | Mar 31, 26 | +178.30K | 0.88% |
| LPL Financial LLC | 419.88K | Mar 31, 26 | -77.84K | 0.84% |
| WELLS FARGO & COMPANY/MN | 411.85K | Mar 31, 26 | -4.56K | 0.83% |
| Invesco Ltd. | 331.44K | Mar 31, 26 | +14.09K | 0.67% |
| GraniteShares Advisors LLC | 291.49K | Mar 31, 26 | -33.36K | 0.59% |
| STIFEL FINANCIAL CORP | 275.92K | Mar 31, 26 | +20.20K | 0.55% |
| CENTAURUS FINANCIAL, INC. | 254.38K | Mar 31, 26 | +740 | 0.51% |
| ROYAL BANK OF CANADA | 235.47K | Mar 31, 26 | +32.67K | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 234.65K | Mar 31, 26 | +1.84K | 0.47% |
| Cetera Investment Advisers | 214.51K | Mar 31, 26 | +41.04K | 0.43% |
| BANK OF AMERICA CORP /DE/ | 205.19K | Mar 31, 26 | +201 | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 197.80K | Mar 31, 26 | -55.18K | 0.40% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 93.25K | Mar 31, 26 | -- | 0.19% |
| TRUIST FINANCIAL CORP | 92.41K | Mar 31, 26 | +363 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 88.27K | Mar 31, 26 | -1.31K | 0.18% |
| NewEdge Advisors, LLC | 79.65K | Mar 31, 26 | -11.00K | 0.16% |
| Navis Wealth Advisors, LLC | 68.65K | Mar 31, 26 | +68.65K | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 59.37K | Mar 31, 26 | +3.32K | 0.12% |
| Cypress Capital Group | 58.21K | Mar 31, 26 | -- | 0.12% |
| Kestra Advisory Services, LLC | 53.75K | Mar 31, 26 | +4.46K | 0.11% |
| Geneos Wealth Management Inc. | 52.96K | Mar 31, 26 | +401 | 0.11% |
| SILVER OAK SECURITIES, INCORPORATED | 46.34K | Mar 31, 26 | -1.50K | 0.09% |
| Janney Montgomery Scott LLC | 45.36K | Mar 31, 26 | -11.16K | 0.09% |
| Sanctuary Advisors, LLC | 42.08K | Mar 31, 26 | +1.17K | 0.08% |
| JANE STREET GROUP, LLC | 38.31K | Mar 31, 26 | +25.77K | 0.08% |
| Elm3 Financial Group, LLC | 25.89K | Mar 31, 26 | -1.55K | 0.05% |
| Stratos Wealth Partners, LTD. | 25.15K | Mar 31, 26 | +528 | 0.05% |
| TD Waterhouse Canada Inc. | 24.79K | Mar 31, 26 | -- | 0.05% |
| SHUFRO ROSE & CO LLC | 24.10K | Mar 31, 26 | -- | 0.05% |
| Armor Investment Advisors, LLC | 21.74K | Mar 31, 26 | -- | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.41K | Mar 31, 26 | +1.41K | 0.04% |
| Beacon Pointe Advisors, LLC | 20.96K | Mar 31, 26 | +354 | 0.04% |
| StoneX Group Inc. | 19.88K | Mar 31, 26 | -20.02K | 0.04% |
| BlackRock, Inc. | 19.76K | Mar 31, 26 | -- | 0.04% |
| Kingsview Wealth Management, LLC | 18.95K | Mar 31, 26 | +539 | 0.04% |
| Lido Advisors, LLC | 18.82K | Mar 31, 26 | -- | 0.04% |
| UBS Group AG | 17.14K | Mar 31, 26 | +17 | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 17.11K | Mar 31, 26 | +5.61K | 0.03% |
| Western Wealth Management, LLC | 16.79K | Mar 31, 26 | -1.56K | 0.03% |
| Element Wealth, LLC | 15.35K | Mar 31, 26 | +403 | 0.03% |
| Colony Group, LLC | 15.10K | Mar 31, 26 | -- | 0.03% |
| Tudor Financial Inc. | 14.71K | Mar 31, 26 | -- | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 14.33K | Mar 31, 26 | -397 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 11.74K | Mar 31, 26 | +288 | 0.02% |
| SCOTIA CAPITAL INC. | 11.57K | Mar 31, 26 | -174 | 0.02% |
| Mariner, LLC | 11.38K | Mar 31, 26 | -2.49K | 0.02% |
| Semus Wealth Partners LLC | 10.15K | Mar 31, 26 | -41 | 0.02% |
| Shay Capital LLC | 10.10K | Mar 31, 26 | +10.10K | 0.02% |
| AMERIFLEX GROUP, INC. | 8.94K | Mar 31, 26 | -- | 0.02% |
| BARCLAYS PLC | 8.00K | Mar 31, 26 | +8.00K | 0.02% |
| Anfield Capital Management, LLC | 6.67K | Mar 31, 26 | -- | 0.01% |
| Clear Point Advisors Inc. | 5.64K | Mar 31, 26 | +5.64K | 0.01% |
| Allworth Financial LP | 4.10K | Mar 31, 26 | -- | 0.01% |
| Golden State Equity Partners | 2.50K | Mar 31, 26 | +2.50K | 0.01% |
| Strategic Wealth Partners, Ltd. | 1.45K | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 1.43K | Mar 31, 26 | -- | 0.00% |
| Costello Asset Management, INC | 1.20K | Mar 31, 26 | +34 | 0.00% |
| ASSETMARK, INC | 1.10K | Mar 31, 26 | -- | 0.00% |
| Financial Freedom, LLC | 929 | Mar 31, 26 | +27 | 0.00% |
| FIFTH THIRD BANCORP | 730 | Mar 31, 26 | +730 | 0.00% |
| Advisory Services Network, LLC | 648 | Mar 31, 26 | +648 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 635 | Mar 31, 26 | +635 | 0.00% |
| Osbon Capital Management LLC | 326 | Mar 31, 26 | +326 | 0.00% |
| Rockefeller Capital Management L.P. | 178 | Mar 31, 26 | -655 | 0.00% |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -595 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -23.54K | -- |
| 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% |