PFO(PFO)
PFO
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 84 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 97.96K | Sep 30, 26 | -2.40K | 0.75% |
| Paladin Partners, LLC | 3.27K | Sep 30, 26 | -- | 0.03% |
| SIT INVESTMENT ASSOCIATES INC | 1.72M | Jun 30, 26 | +199.86K | 13.15% |
| CIBC Bancorp USA Inc. | 588.51K | Jun 30, 26 | -- | 4.50% |
| 1607 Capital Partners, LLC | 200.18K | Jun 30, 26 | -121.40K | 1.53% |
| Private Advisor Group, LLC | 175.63K | Jun 30, 26 | -10.72K | 1.34% |
| Fiera Capital Corp | 128.67K | Jun 30, 26 | +3.41K | 0.98% |
| Pathstone Holdings, LLC | 101.53K | Jun 30, 26 | -169.26K | 0.78% |
| Closed-End Fund Advisors, Inc. | 94.93K | Jun 30, 26 | +196 | 0.73% |
| D.A. DAVIDSON & CO. | 89.47K | Jun 30, 26 | +4.16K | 0.68% |
| MUSTICO FINANCIAL GROUP, INC. | 83.65K | Jun 30, 26 | +2.24K | 0.64% |
| MORGAN STANLEY | 77.68K | Jun 30, 26 | -17.15K | 0.59% |
| Cambridge Investment Research Advisors, Inc. | 63.97K | Jun 30, 26 | -3.35K | 0.49% |
| Atlas Wealth LLC | 57.45K | Jun 30, 26 | +57.45K | 0.44% |
| LPL Financial LLC | 54.61K | Jun 30, 26 | +11.11K | 0.42% |
| SRS Capital Advisors, Inc. | 54.04K | Jun 30, 26 | +49.76K | 0.41% |
| Baird Financial Group, Inc. | 41.93K | Jun 30, 26 | -576 | 0.32% |
| Sowell Financial Services LLC | 39.07K | Jun 30, 26 | -- | 0.30% |
| WELLS FARGO & COMPANY/MN | 36.06K | Jun 30, 26 | -7.02K | 0.28% |
| Smith Asset Management Co., LLC | 30.72K | Jun 30, 26 | -1.10K | 0.23% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29.50K | Jun 30, 26 | -- | 0.23% |
| GUGGENHEIM CAPITAL LLC | 25.64K | Jun 30, 26 | +25 | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 24.40K | Jun 30, 26 | +15.21K | 0.19% |
| TrueMark Investments, LLC | 22.54K | Jun 30, 26 | +1.49K | 0.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 22.54K | Jun 30, 26 | +1.49K | 0.17% |
| Logan Stone Capital, LLC | 16.98K | Jun 30, 26 | +6.48K | 0.13% |
| Traub Capital Management LLC | 16.76K | Jun 30, 26 | +16.76K | 0.13% |
| BANK OF AMERICA CORP /DE/ | 14.56K | Jun 30, 26 | -- | 0.11% |
| Cetera Investment Advisers | 13.73K | Jun 30, 26 | +2.02K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.48K | Jun 30, 26 | -365 | 0.10% |
| JAG CAPITAL MANAGEMENT, LLC | 12.70K | Jun 30, 26 | -- | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 11.82K | Jun 30, 26 | -- | 0.09% |
| Clear Creek Financial Management, LLC | 11.08K | Jun 30, 26 | +35 | 0.08% |
| CITADEL ADVISORS LLC | 11.06K | Jun 30, 26 | +11.06K | 0.08% |
| AlphaCore Capital LLC | 10.60K | Jun 30, 26 | -2.30K | 0.08% |
| UBS Group AG | 8.58K | Jun 30, 26 | +2.38K | 0.07% |
| Basepoint Wealth LLC | 6.39K | Jun 30, 26 | -3.55K | 0.05% |
| ROYAL BANK OF CANADA | 5.50K | Jun 30, 26 | +4.42K | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 5.42K | Jun 30, 26 | +5.42K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.64K | Jun 30, 26 | +4.64K | 0.04% |
| Thomas J. Herzfeld Advisors, Inc. | 3.68K | Jun 30, 26 | -45 | 0.03% |
| Paladin Partners, LLC | 3.27K | Jun 30, 26 | -- | 0.03% |
| MATHER GROUP, LLC. | 3.24K | Jun 30, 26 | -2.65K | 0.02% |
| Rockefeller Capital Management L.P. | 3.00K | Jun 30, 26 | -- | 0.02% |
| West Branch Capital LLC | 2.40K | Jun 30, 26 | +34 | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 1.70K | Jun 30, 26 | +1.70K | 0.01% |
| Clear Street Group Inc. | 1.53K | Jun 30, 26 | +1.53K | 0.01% |
| Federation des caisses Desjardins du Quebec | 1.30K | Jun 30, 26 | -- | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 597 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 400 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 310 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 284 | Jun 30, 26 | +284 | 0.00% |
| Invesco Ltd. | -- | Jun 30, 26 | -18.47K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -22.14K | -- |
| Advisors Asset Management, Inc. | -- | Jun 30, 26 | -350.62K | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -3.00K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -700 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -204 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -2.51K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -11.22K | -- |
| Catalina Capital Group, LLC | 18.82K | Mar 31, 26 | -- | 0.14% |
| CIBC Private Wealth Group, LLC | 588.51K | Dec 31, 25 | -- | 4.50% |
| 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% |
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