13F filers starting with P

613 institutional investment managers, showing 501–613. Portfolio value and holdings are from each manager’s latest SEC Form 13F-HR filing.

Fund13F valueHoldingsLatest

Principal Street Partners, LLC$682.6M · 277 holdings · Q2 2026$682.6M277Q2 2026
Principia Wealth Advisory, LLC$200.9M · 1,065 holdings · Q2 2026$200.9M1,065Q2 2026
Principle Wealth Partners LLC$2.0B · 398 holdings · Q2 2026$2.0B398Q2 2026
PRING TURNER CAPITAL GROUP INC$174.6M · 73 holdings · Q2 2026$174.6M73Q2 2026
Prism Advisors, Inc.$411.6M · 77 holdings · Q2 2026$411.6M77Q2 2026
Prism Planning Partners LLC$94.5M · 35 holdings · Q2 2026$94.5M35Q2 2026
Private Advisor Group, LLC$21.8B · 2,512 holdings · Q2 2026$21.8B2,512Q2 2026
Private Advisory Group LLC$1.9B · 296 holdings · Q2 2026$1.9B296Q2 2026
Private Capital Advisors, Inc.$1.1B · 76 holdings · Q2 2026$1.1B76Q2 2026
Private Capital Management, LLC$1.1B · 202 holdings · Q2 2026$1.1B202Q2 2026
PRIVATE CLIENT SERVICES, LLC$381.4M · 229 holdings · Q2 2026$381.4M229Q2 2026
Private Harbour Investment Management & Counsel, LLC$84.3M · 36 holdings · Q2 2026$84.3M36Q2 2026
PRIVATE MANAGEMENT GROUP INC$3.8B · 320 holdings · Q2 2026$3.8B320Q2 2026
PRIVATE TRUST CO NA$1.3B · 2,708 holdings · Q2 2026$1.3B2,708Q2 2026
Private Wealth Advisors, LLC$391.0M · 95 holdings · Q2 2026$391.0M95Q2 2026
Private Wealth Asset Management, LLC$1.0B · 930 holdings · Q2 2026$1.0B930Q2 2026
Private Wealth Group, LLC$258.9M · 76 holdings · Q2 2026$258.9M76Q2 2026
Private Wealth Management Group, LLC$431.0M · 1,455 holdings · Q2 2026$431.0M1,455Q2 2026
Private Wealth Partners, LLC$1.4B · 183 holdings · Q2 2026$1.4B183Q2 2026
Privium Fund Management (UK) Ltd$240.4M · 29 holdings · Q2 2026$240.4M29Q2 2026
Privium Fund Management B.V.$544.2M · 61 holdings · Q2 2026$544.2M61Q2 2026
Proactive Wealth Strategies LLC$623.2M · 222 holdings · Q2 2026$623.2M222Q2 2026
PROATHLETE WEALTH MANAGEMENT LLC$404.0M · 300 holdings · Q2 2026$404.0M300Q2 2026
Probity Advisors, Inc.$699.2M · 232 holdings · Q2 2026$699.2M232Q2 2026
Processus Wealth & Capital Management, LLC$168.8M · 35 holdings · Q2 2026$168.8M35Q2 2026
ProCore Advisors, LLC$80.7M · 84 holdings · Q2 2026$80.7M84Q2 2026
Procyon Advisors, LLC$2.3B · 588 holdings · Q2 2026$2.3B588Q2 2026
Prodigy Asset Management LLC$332.1M · 29 holdings · Q2 2026$332.1M29Q2 2026
Proem Advisors LLC$1.9B · 56 holdings · Q2 2026$1.9B56Q2 2026
PROFESSIONAL ADVISORY SERVICES INC$835.7M · 93 holdings · Q2 2026$835.7M93Q2 2026
Professional Financial Advisors, LLC$578.1M · 146 holdings · Q2 2026$578.1M146Q2 2026
Professional Financial Management, Inc.$98.6M · 24 holdings · Q2 2026$98.6M24Q2 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$128.7M · 41 holdings · Q2 2026$128.7M41Q2 2026
PROFFITT & GOODSON INC$728.1M · 298 holdings · Q2 2026$728.1M298Q2 2026
Proficio Capital Partners LLC$2.8B · 691 holdings · Q2 2026$2.8B691Q2 2026
Profit Investment Management, LLC$24.7M · 35 holdings · Q4 2025$24.7M35Q4 2025
PROFUND ADVISORS LLC$3.6B · 1,175 holdings · Q2 2026$3.6B1,175Q2 2026
Progeny 3, Inc.$1.9B · 29 holdings · Q2 2026$1.9B29Q2 2026
Progressive Investment Management Corp$454.4M · 56 holdings · Q2 2026$454.4M56Q2 2026
PROMETHIUM ADVISORS,LLC$208.3M · 122 holdings · Q2 2026$208.3M122Q2 2026
Promethos Capital, LLC$367.7M · 54 holdings · Q2 2026$367.7M54Q2 2026
Promus Capital, LLC$156.7M · 301 holdings · Q3 2025$156.7M301Q3 2025
Propel Bio Management, LLC$191.1M · 29 holdings · Q2 2026$191.1M29Q2 2026
ProShare Advisors LLC$69.2B · 1,913 holdings · Q2 2026$69.2B1,913Q2 2026
Prosight Management, LP$580.4M · 36 holdings · Q2 2026$580.4M36Q2 2026
Prospect Capital Advisors, LLC$220.2M · 30 holdings · Q2 2026$220.2M30Q2 2026
Prospect Financial Group LLC$124.1M · 70 holdings · Q2 2026$124.1M70Q2 2026
Prospect Financial Services LLC$197.4M · 115 holdings · Q2 2026$197.4M115Q2 2026
Prospect Hill Management, LLC$257.5M · 14 holdings · Q2 2026$257.5M14Q2 2026
PROSPECTOR PARTNERS LLC$46.7M · 16 holdings · Q4 2025$46.7M16Q4 2025
Prospera Capital Management, LLC$319.8M · 63 holdings · Q2 2026$319.8M63Q2 2026
Prospera Financial Services Inc$6.9B · 1,468 holdings · Q2 2026$6.9B1,468Q2 2026
Prosperitas Financial LLC$312.3M · 103 holdings · Q2 2026$312.3M103Q2 2026
Prosperity Advisers, LLC$138.1M · 44 holdings · Q2 2026$138.1M44Q2 2026
PROSPERITY BANCSHARES INC$153.1M · 450 holdings · Q2 2026$153.1M450Q2 2026
Prosperity Consulting Group, LLC$2.6B · 636 holdings · Q2 2026$2.6B636Q2 2026
Prosperity Financial Group, Inc.$322.6M · 184 holdings · Q2 2026$322.6M184Q2 2026
Prosperity Planning, Inc.$436.3M · 117 holdings · Q2 2026$436.3M117Q2 2026
Prosperity Wealth Management, Inc.$300.4M · 251 holdings · Q4 2025$300.4M251Q4 2025
Prossimo Advisors, LLC$17.3M · 24 holdings · Q2 2026$17.3M24Q2 2026
Prostatis Group LLC$429.4M · 190 holdings · Q2 2026$429.4M190Q2 2026
Prota Financial, LLC$151.9M · 70 holdings · Q2 2026$151.9M70Q2 2026
PROTECTIVE LIFE CORP$14.0M · 43 holdings · Q2 2026$14.0M43Q2 2026
Provenance Wealth Advisors, LLC$1.0B · 609 holdings · Q2 2026$1.0B609Q2 2026
PROVIDA PENSION FUND ADMINISTRATOR— · 1 holdings · Q2 2026—1Q2 2026
Providence Capital Advisors, LLC$660.5M · 385 holdings · Q2 2026$660.5M385Q2 2026
Providence Equity Partners L.L.C.$329.2M · 3 holdings · Q2 2026$329.2M3Q2 2026
Providence Financial Advisors, LLC$175.8M · 60 holdings · Q2 2026$175.8M60Q2 2026
Providence First Trust Co$357.6M · 196 holdings · Q2 2026$357.6M196Q2 2026
Providence Wealth Advisors, LLC$169.8M · 84 holdings · Q2 2026$169.8M84Q2 2026
Provident Co of the Employees of the Hebrew University LTD$130.8M · 35 holdings · Q2 2026$130.8M35Q2 2026
Provident Investment Management, Inc.$1.0B · 89 holdings · Q2 2026$1.0B89Q2 2026
Provident Living Financial Services, Inc.$101.5M · 50 holdings · Q2 2026$101.5M50Q2 2026
PROVIDENT TRUST CO$4.8B · 22 holdings · Q2 2026$4.8B22Q2 2026
Provident Wealth Management, LLC$388.4M · 161 holdings · Q2 2026$388.4M161Q2 2026
ProVise Management Group, LLC$1.5B · 282 holdings · Q2 2026$1.5B282Q2 2026
PRUDENT INVESTORS NETWORK, INC.$516.3M · 87 holdings · Q2 2026$516.3M87Q2 2026
Prudent Man Advisors, LLC$437.5M · 141 holdings · Q2 2026$437.5M141Q2 2026
Prudent Man Investment Management, Inc.$293.1M · 169 holdings · Q2 2026$293.1M169Q2 2026
PRUDENTIAL FINANCIAL INC$91.8B · 2,485 holdings · Q2 2026$91.8B2,485Q2 2026
PRUDENTIAL PLC$18.4B · 691 holdings · Q2 2026$18.4B691Q2 2026
PSG Equity L.L.C.$859.8M · 1 holdings · Q2 2026$859.8M1Q2 2026
PSI Advisors, LLC$430.5M · 151 holdings · Q2 2026$430.5M151Q2 2026
PSP Research LLC$187.9M · 75 holdings · Q2 2026$187.9M75Q2 2026
PSquared Asset Management AG$306.0M · 18 holdings · Q2 2026$306.0M18Q2 2026
PTM WEALTH MANAGEMENT, LLC$222.1M · 62 holdings · Q2 2026$222.1M62Q2 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$28.9B · 1,842 holdings · Q2 2026$28.9B1,842Q2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$34.0B · 2,291 holdings · Q2 2026$34.0B2,291Q2 2026
PUBLIC INVESTMENT FUND$37.9B · 5 holdings · Q2 2026$37.9B5Q2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$38.7B · 1,337 holdings · Q2 2026$38.7B1,337Q2 2026
PUFF WEALTH MANAGEMENT, LLC$98.1M · 77 holdings · Q2 2026$98.1M77Q2 2026
Pullen Investment Management, LLC$216.0M · 98 holdings · Q2 2026$216.0M98Q2 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$2.0B · 164 holdings · Q2 2026$2.0B164Q2 2026
Punch Card Management L.P.$256.0M · 5 holdings · Q2 2026$256.0M5Q2 2026
PURA VIDA INVESTMENTS, LLC$37.0M · 19 holdings · Q2 2026$37.0M19Q2 2026
Pure Financial Advisors, LLC$7.9B · 636 holdings · Q2 2026$7.9B636Q2 2026
PURE PORTFOLIOS HOLDINGS LLC$332.1M · 104 holdings · Q4 2025$332.1M104Q4 2025
PUREfi Wealth, LLC$182.1M · 208 holdings · Q2 2026$182.1M208Q2 2026
Pureheart Capital Pte Ltd.$223.3M · 4 holdings · Q2 2026$223.3M4Q2 2026
Purewater Capital LLC$138.6M · 57 holdings · Q2 2026$138.6M57Q2 2026
Purkiss Capital Advisors LLC$262.7M · 189 holdings · Q2 2026$262.7M189Q2 2026
Purpose Unlimited Inc.$2.6B · 603 holdings · Q2 2026$2.6B603Q2 2026
PURSUE WEALTH PARTNERS LLC$178.6M · 91 holdings · Q2 2026$178.6M91Q2 2026
Pursuit Wealth Management LLC$116.4M · 118 holdings · Q4 2025$116.4M118Q4 2025
PURSUIT WEALTH STRATEGIES, LLC$76.9M · 114 holdings · Q2 2026$76.9M114Q2 2026
Purus Wealth Management, LLC$363.2M · 171 holdings · Q2 2026$363.2M171Q2 2026
Putney Financial Group LLC$111.1M · 78 holdings · Q2 2026$111.1M78Q2 2026
PUZO MICHAEL J$387.9M · 66 holdings · Q2 2026$387.9M66Q2 2026
PVG ASSET MANAGEMENT CORP$173.2M · 132 holdings · Q2 2026$173.2M132Q2 2026
PW ADVISORS, LLC \ FL$149.8M · 36 holdings · Q2 2026$149.8M36Q2 2026
PW Nova Financial Services LLC$466.2M · 208 holdings · Q2 2026$466.2M208Q2 2026
PYA Waltman Capital, LLC$420.6M · 67 holdings · Q2 2026$420.6M67Q2 2026
PZENA INVESTMENT MANAGEMENT LLC$34.1B · 161 holdings · Q2 2026$34.1B161Q2 2026