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PFRL(PFRL)

PFRL

Institutional Ownership

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Top 36 Institutional Holders

Holder	Shares	Date	Change	% Held
PRUDENTIAL FINANCIAL INC	577.10K	Jun 30, 26	-108.00K	23.32%
RAYMOND JAMES FINANCIAL INC	454.50K	Jun 30, 26	+104.27K	18.36%
MOODY NATIONAL BANK TRUST DIVISION	141.10K	Jun 30, 26	+2.61K	5.70%
ADVISOR GROUP HOLDINGS, INC.	76.11K	Jun 30, 26	-694	3.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	51.40K	Jun 30, 26	+8.03K	2.08%
Inspire Advisors, LLC	38.60K	Jun 30, 26	+1.28K	1.56%
Mariner, LLC	38.07K	Jun 30, 26	+1.46K	1.54%
Cetera Investment Advisers	27.42K	Jun 30, 26	+1.01K	1.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.75K	Jun 30, 26	+5.65K	0.96%
SHEETS SMITH WEALTH MANAGEMENT	18.90K	Jun 30, 26	-97	0.76%
OPPENHEIMER & CO INC	18.00K	Jun 30, 26	+18.00K	0.73%
TRUIST FINANCIAL CORP	16.07K	Jun 30, 26	+16.07K	0.65%
Wealthcare Advisory Partners LLC	15.00K	Jun 30, 26	-7.21K	0.61%
Focus Financial Network, Inc.	13.95K	Jun 30, 26	+13.95K	0.56%
Kestra Advisory Services, LLC	13.54K	Jun 30, 26	-7.51K	0.55%
GOLDMAN SACHS GROUP INC	13.41K	Jun 30, 26	+13.41K	0.54%
Summit Financial, LLC	10.18K	Jun 30, 26	+1.32K	0.41%
Secure Asset Management, LLC	8.93K	Jun 30, 26	-4	0.36%
Tactive Advisors, LLC	8.26K	Jun 30, 26	+1.64K	0.33%
ENVESTNET ASSET MANAGEMENT INC	7.04K	Jun 30, 26	+1.32K	0.28%
Clearstead Advisors, LLC	4.44K	Jun 30, 26	+4.44K	0.18%
WEDBUSH SECURITIES INC	4.35K	Jun 30, 26	+4.35K	0.18%
MML INVESTORS SERVICES, LLC	4.23K	Jun 30, 26	-2.57K	0.17%
PNC FINANCIAL SERVICES GROUP, INC.	2.13K	Jun 30, 26	+2.00K	0.09%
ROYAL BANK OF CANADA	1.20K	Jun 30, 26	+378	0.05%
CoreCap Advisors, LLC	640	Jun 30, 26	-440	0.03%
Colonial Trust Advisors	448	Jun 30, 26	--	0.02%
MORGAN STANLEY	151	Jun 30, 26	--	0.01%
Triumph Capital Management	150	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	127	Jun 30, 26	+127	0.01%
Strategic Wealth Partners, Ltd.	100	Jun 30, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Jun 30, 26	-568.23K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-9.93K	--
STANCE CAPITAL LLC	--	Jun 30, 26	-882	--
UBS Group AG	--	Jun 30, 26	-85	--
ROVIN CAPITAL /UT/ /ADV	71.27K	Dec 31, 25	+1.25K	2.88%