PFO(PFO)
PFO
Institutional Ownership
Top 84 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1.52M | Mar 31, 26 | +191.76K | 11.63% |
| Advisors Asset Management, Inc. | 350.62K | Mar 31, 26 | +40.93K | 2.68% |
| 1607 Capital Partners, LLC | 321.58K | Mar 31, 26 | +58.34K | 2.46% |
| Pathstone Holdings, LLC | 270.78K | Mar 31, 26 | -68.84K | 2.07% |
| Private Advisor Group, LLC | 186.34K | Mar 31, 26 | -3.79K | 1.42% |
| Fiera Capital Corp | 125.26K | Mar 31, 26 | -4.60K | 0.96% |
| Noble Wealth Management PBC | 97.45K | Mar 31, 26 | +2.10K | 0.75% |
| MORGAN STANLEY | 94.83K | Mar 31, 26 | +4.38K | 0.73% |
| D.A. DAVIDSON & CO. | 85.31K | Mar 31, 26 | -181 | 0.65% |
| MUSTICO FINANCIAL GROUP, INC. | 81.41K | Mar 31, 26 | +73 | 0.62% |
| Cambridge Investment Research Advisors, Inc. | 67.31K | Mar 31, 26 | +4.19K | 0.51% |
| LPL Financial LLC | 43.50K | Mar 31, 26 | +2.77K | 0.33% |
| WELLS FARGO & COMPANY/MN | 43.08K | Mar 31, 26 | -3.92K | 0.33% |
| Baird Financial Group, Inc. | 42.50K | Mar 31, 26 | -335 | 0.33% |
| Sowell Financial Services LLC | 39.07K | Mar 31, 26 | -- | 0.30% |
| Smith Asset Management Co., LLC | 31.82K | Mar 31, 26 | +31.82K | 0.24% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29.50K | Mar 31, 26 | -- | 0.23% |
| GUGGENHEIM CAPITAL LLC | 25.61K | Mar 31, 26 | +1.07K | 0.20% |
| Independent Advisor Alliance | 22.14K | Mar 31, 26 | +22.14K | 0.17% |
| TrueMark Investments, LLC | 21.04K | Mar 31, 26 | -49.65K | 0.16% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 21.04K | Mar 31, 26 | -90.70K | 0.16% |
| Catalina Capital Group, LLC | 18.82K | Mar 31, 26 | -- | 0.14% |
| Invesco Ltd. | 18.47K | Mar 31, 26 | -23.20K | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.85K | Mar 31, 26 | -1.23K | 0.11% |
| AlphaCore Capital LLC | 12.90K | Mar 31, 26 | -500 | 0.10% |
| JAG CAPITAL MANAGEMENT, LLC | 12.70K | Mar 31, 26 | -- | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 11.82K | Mar 31, 26 | -- | 0.09% |
| Cetera Investment Advisers | 11.72K | Mar 31, 26 | +14 | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.22K | Mar 31, 26 | +66 | 0.09% |
| Clear Creek Financial Management, LLC | 11.04K | Mar 31, 26 | +11.04K | 0.08% |
| Logan Stone Capital, LLC | 10.50K | Mar 31, 26 | +10.50K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 9.19K | Mar 31, 26 | +200 | 0.07% |
| UBS Group AG | 6.20K | Mar 31, 26 | -559 | 0.05% |
| MATHER GROUP, LLC. | 5.89K | Mar 31, 26 | +5.89K | 0.05% |
| SRS Capital Advisors, Inc. | 4.28K | Mar 31, 26 | -44.60K | 0.03% |
| Thomas J. Herzfeld Advisors, Inc. | 3.72K | Mar 31, 26 | +379 | 0.03% |
| WEBSTER BANK, N. A. | 3.00K | Mar 31, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 3.00K | Mar 31, 26 | -322 | 0.02% |
| Allworth Financial LP | 2.51K | Mar 31, 26 | +2.51K | 0.02% |
| West Branch Capital LLC | 2.37K | Mar 31, 26 | +33 | 0.02% |
| Federation des caisses Desjardins du Quebec | 1.30K | Mar 31, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 1.08K | Mar 31, 26 | -1.10K | 0.01% |
| Rossby Financial, LCC | 700 | Mar 31, 26 | +700 | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 597 | Mar 31, 26 | -403 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 400 | Mar 31, 26 | +400 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 310 | Mar 31, 26 | +310 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 204 | Mar 31, 26 | +204 | 0.00% |
| Parallel Advisors, LLC | -- | Mar 31, 26 | -685 | -- |
| CoreCap Advisors, LLC | -- | Mar 31, 26 | -1.00K | -- |
| CIBC Private Wealth Group, LLC | 588.51K | Dec 31, 25 | -- | 4.50% |
| 1607 Capital Partners, LLC | 263.24K | Dec 31, 25 | +64.63K | 2.01% |
| MORGAN STANLEY | 90.45K | Dec 31, 25 | -23.77K | 0.69% |
| MUSTICO FINANCIAL GROUP, INC. | 81.34K | Dec 31, 25 | +4.79K | 0.62% |
| SRS Capital Advisors, Inc. | 48.87K | Dec 31, 25 | -2.00K | 0.37% |
| Baird Financial Group, Inc. | 42.84K | Dec 31, 25 | -332 | 0.33% |
| NewEdge Advisors, LLC | 26.27K | Dec 31, 25 | -1.10K | 0.20% |
| GUGGENHEIM CAPITAL LLC | 24.54K | Dec 31, 25 | +24.54K | 0.19% |
| BANK OF AMERICA CORP /DE/ | 15.66K | Dec 31, 25 | -3.80K | 0.12% |
| AlphaCore Capital LLC | 13.40K | Dec 31, 25 | +13.40K | 0.10% |
| Rockefeller Capital Management L.P. | 3.32K | Dec 31, 25 | -3 | 0.03% |
| Federation des caisses Desjardins du Quebec | 1.30K | Dec 31, 25 | -- | 0.01% |
| Allworth Financial LP | -- | Dec 31, 25 | -2.51K | -- |
| NAPA WEALTH MANAGEMENT | 56.04K | Sep 30, 25 | +984 | 0.43% |
| SPC Financial, Inc. | 13.40K | Sep 30, 25 | -- | 0.10% |
| Summit X, LLC | 57.11K | Jun 30, 25 | -5.32K | 0.44% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 650 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 22.12K | Mar 31, 24 | +22.12K | 0.17% |
| Baystate Wealth Management LLC | 2.51K | Dec 31, 23 | +2.51K | 0.02% |
| Burleson & Company, LLC | -- | Dec 31, 22 | -1.25K | -- |
| Covington Capital Management | 30.11K | Sep 30, 22 | -1.60K | 0.23% |
| American Portfolios Advisors | 4.00K | Sep 30, 22 | +52 | 0.03% |
| Mosaic Family Wealth, LLC | 11.76K | Dec 31, 21 | +40 | 0.09% |
| NEXT Financial Group, Inc | 300 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 23.00K | Sep 30, 21 | +9.50K | 0.18% |
| First Allied Advisory Services, Inc. | 39.61K | Sep 30, 20 | +39.61K | 0.30% |
| Advisor Group, Inc. | 7.38K | Dec 31, 19 | +32 | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.20K | Dec 31, 19 | -- | 0.02% |
| Horizon Kinetics LLC | 20.23K | Dec 31, 18 | -6.29K | 0.15% |
| Commonwealth Equity Services, Inc | 14.55K | Jun 30, 17 | -2.08K | 0.11% |
| Investors Capital Advisory Services | 24.32K | Jun 30, 16 | +2.26K | 0.19% |
| VSR Financial Services, Inc. | 11.79K | Jun 30, 16 | -1.28K | 0.09% |
| UBS AG | 10.01K | Sep 30, 14 | -15.35K | 0.08% |
| First Allied Securities, Inc. | 5.14K | Jun 30, 12 | -- | 0.04% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 161.97K | Jun 30, 10 | -10.69K | 1.24% |