POTX

Institutional Ownership

Top 5 Institutional Holders
HolderSharesDateChange% Held
Cutler Group LLC / CA--Mar 31, 24-1.30K--
COLONY GROUP LLC29.36KSep 30, 23+29.36K0.58%
BDO Wealth Advisors, LLC1Jun 30, 23--0.00%
TRUSTCORE FINANCIAL SERVICES, LLC63Dec 31, 22--0.00%
American Portfolios Advisors33Sep 30, 22--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.