HoldingsChannel.com
Funds Holding PEY
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,017,698$64,979 03/31/2020
     PEY5,017,698$64,979 03/31/2020
Morgan Stanley1,970,778$25,522 03/31/2020
     PEY1,970,778$25,522 03/31/2020
Orion Portfolio Solutions LLC1,639,503$21,232 03/31/2020
     PEY1,639,503$21,232 03/31/2020
United Capital Financial Advisers LLC1,223,770$15,848 03/31/2020
     PEY1,223,770$15,848 03/31/2020
Salomon & Ludwin LLC1,144,471$14,821 03/31/2020
     PEY1,144,471$14,821 03/31/2020
Wells Fargo & Company MN654,306$8,473 03/31/2020
     PEY654,306$8,473 03/31/2020
UBS Group AG538,467$6,973 03/31/2020
     PEY538,467$6,973 03/31/2020
LPL Financial LLC428,002$5,543 03/31/2020
     PEY428,002$5,543 03/31/2020
Ameriprise Financial Inc.296,952$3,857 03/31/2020
     PEY296,952$3,857 03/31/2020
Susquehanna International Group LLP293,001$3,795 03/31/2020
     PEY293,001$3,795 03/31/2020
Synovus Financial Corp288,901$3,748 03/31/2020
     PEY288,901$3,748 03/31/2020
Ahrens Investment Partners LLC245,359$3,177 03/31/2020
     PEY245,359$3,177 03/31/2020
Capital Advisors Ltd. LLC227,684$2,949 03/31/2020
     PEY227,684$2,949 03/31/2020
Commonwealth Equity Services LLC225,844$2,924 03/31/2020
     PEY225,844$2,924 03/31/2020
Benjamin F. Edwards & Company Inc.225,402$2,919 03/31/2020
     PEY225,402$2,919 03/31/2020
Ladenburg Thalmann Financial Services Inc.153,972$2,918 12/31/2019
     PEY153,972$2,918 12/31/2019
Advisor Group Holdings Inc.203,286$2,648 03/31/2020
     PEY203,286$2,648 03/31/2020
Raymond James & Associates192,059$2,487 03/31/2020
     PEY192,059$2,487 03/31/2020
Howe & Rusling Inc.150,063$1,943 03/31/2020
     PEY150,063$1,943 03/31/2020
Cambridge Investment Research Advisors Inc.147,583$1,911 03/31/2020
     PEY147,583$1,911 03/31/2020
Resources Investment Advisors LLC.145,516$1,884 03/31/2020
     PEY145,516$1,884 03/31/2020
Raymond James Financial Services Advisors Inc.131,430$1,702 03/31/2020
     PEY131,430$1,702 03/31/2020
D.A. Davidson & CO.121,927$1,579 03/31/2020
     PEY121,927$1,579 03/31/2020
Janney Montgomery Scott LLC110,701$1,434 03/31/2020
     PEY110,701$1,434 03/31/2020
B. Riley Wealth Management Inc.100,841$1,306 03/31/2020
     PEY100,841$1,306 03/31/2020
Advisor Group Inc.65,764$1,248 12/31/2019
     PEY65,764$1,248 12/31/2019
IFP Advisors Inc90,726$1,192 03/31/2020
     PEY90,726$1,192 03/31/2020
Royal Bank of Canada90,197$1,169 03/31/2020
     PEY90,197$1,169 03/31/2020
Beacon Pointe Advisors LLC85,617$1,108 03/31/2020
     PEY85,617$1,108 03/31/2020
Provident Wealth Management LLC82,302$1,066 03/31/2020
     PEY82,302$1,066 03/31/2020
Oppenheimer & Co. Inc.75,186$974 03/31/2020
     PEY75,186$974 03/31/2020
Citadel Advisors LLC74,331$963 03/31/2020
     PEY74,331$963 03/31/2020
Beacon Pointe Wealth Advisors LLC47,524$903 12/31/2019
     PEY47,524$903 12/31/2019
Prospera Financial Services Inc62,183$805 03/31/2020
     PEY62,183$805 03/31/2020
Envestnet Asset Management Inc.59,165$766 03/31/2020
     PEY59,165$766 03/31/2020
First Allied Advisory Services Inc.57,942$750 03/31/2020
     PEY57,942$750 03/31/2020
Creative Planning57,645$747 03/31/2020
     PEY57,645$747 03/31/2020
MML Investors Services LLC57,282$742 03/31/2020
     PEY57,282$742 03/31/2020
Investors Research Corp50,416$653 03/31/2020
     PEY50,416$653 03/31/2020
South State Corp49,402$639 03/31/2020
     PEY49,402$639 03/31/2020
Tower Research Capital LLC TRC 48,798$632 03/31/2020
     PEY48,798$632 03/31/2020
Avantax Advisory Services Inc.45,231$588 03/31/2020
     PEY45,231$588 03/31/2020
Two Sigma Securities LLC44,909$582 03/31/2020
     PEY44,909$582 03/31/2020
Sugarloaf Wealth Management LLC43,315$561 03/31/2020
     PEY43,315$561 03/31/2020
Aft Forsyth & Company Inc.43,120$558 03/31/2020
     PEY43,120$558 03/31/2020
First PREMIER Bank38,433$497 03/31/2020
     PEY38,433$497 03/31/2020
PNC Financial Services Group Inc.37,370$485 03/31/2020
     PEY37,370$485 03/31/2020
Brick & Kyle Associates36,997$476 03/31/2020
     PEY36,997$476 03/31/2020
Meristem Family Wealth LLC35,865$464 03/31/2020
     PEY35,865$464 03/31/2020
XR Securities LLC35,293$457 03/31/2020
     PEY35,293$457 03/31/2020
Belpointe Asset Management LLC24,081$457 12/31/2019
     PEY24,081$457 12/31/2019
Northwestern Mutual Wealth Management Co.34,714$450 03/31/2020
     PEY34,714$450 03/31/2020
RMB Capital Management LLC31,120$403 03/31/2020
     PEY31,120$403 03/31/2020
Private Advisor Group LLC30,419$394 03/31/2020
     PEY30,419$394 03/31/2020
Goodwin Daniel L30,000$389 03/31/2020
     PEY30,000$389 03/31/2020
Cetera Advisor Networks LLC28,631$371 03/31/2020
     PEY28,631$371 03/31/2020
Institute for Wealth Management LLC.27,131$351 03/31/2020
     PEY27,131$351 03/31/2020
Financial Advocates Investment Management25,903$335 03/31/2020
     PEY25,903$335 03/31/2020
RVW Wealth LLC22,882$296 03/31/2020
     PEY22,882$296 03/31/2020
StrategIQ Financial Group LLC20,315$263 03/31/2020
     PEY20,315$263 03/31/2020
Advanced Asset Management Advisors Inc18,865$244 03/31/2020
     PEY18,865$244 03/31/2020
Clearwater Capital Advisors LLC18,859$244 03/31/2020
     PEY18,859$244 03/31/2020
Baird Financial Group Inc.18,683$242 03/31/2020
     PEY18,683$242 03/31/2020
Madrona Financial Services LLC18,645$241 03/31/2020
     PEY18,645$241 03/31/2020
Northern Trust Corp18,588$240 03/31/2020
     PEY18,588$240 03/31/2020
Credit Suisse AG17,428$226 03/31/2020
     PEY17,428$226 03/31/2020
Barings LLC17,368$225 03/31/2020
     PEY17,368$225 03/31/2020
NTV Asset Management LLC17,130$222 03/31/2020
     PEY17,130$222 03/31/2020
Jane Street Group LLC16,941$219 03/31/2020
     PEY16,941$219 03/31/2020
AlphaCore Capital LLC16,228$210 03/31/2020
     PEY16,228$210 03/31/2020
Cetera Advisors LLC15,961$207 03/31/2020
     PEY15,961$207 03/31/2020
Sheaff Brock Investment Advisors LLC15,954$207 03/31/2020
     PEY15,954$207 03/31/2020
Financial Insights Inc.14,700$190 03/31/2020
     PEY14,700$190 03/31/2020
Calton & Associates Inc.14,077$182 03/31/2020
     PEY14,077$182 03/31/2020
Personal CFO Solutions LLC14,000$181 03/31/2020
     PEY14,000$181 03/31/2020
Truist Financial Corp13,899$180 03/31/2020
     PEY13,899$180 03/31/2020
Cetera Investment Advisers13,730$178 03/31/2020
     PEY13,730$178 03/31/2020
Northeast Financial Consultants Inc12,814$166 03/31/2020
     PEY12,814$166 03/31/2020
GWM Advisors LLC12,565$163 03/31/2020
     PEY12,565$163 03/31/2020
Bouchey Financial Group Ltd11,600$150 03/31/2020
     PEY11,600$150 03/31/2020
Sowell Financial Services LLC10,645$138 03/31/2020
     PEY10,645$138 03/31/2020
Stifel Financial Corp10,458$135 03/31/2020
     PEY10,458$135 03/31/2020
Joseph P. Lucia & Associates LLC9,815$127 03/31/2020
     PEY9,815$127 03/31/2020
Whittier Trust Co.9,700$126 03/31/2020
     PEY9,700$126 03/31/2020
Heritage Wealth Advisors9,337$121 03/31/2020
     PEY9,337$121 03/31/2020
Bessemer Group Inc.9,000$117 03/31/2020
     PEY9,000$117 03/31/2020
RMR Wealth Builders5,830$111 12/31/2019
     PEY5,830$111 12/31/2019
Claraphi Advisory Network LLC8,413$109 03/31/2020
     PEY8,413$109 03/31/2020
Flagship Harbor Advisors LLC8,142$105 03/31/2020
     PEY8,142$105 03/31/2020
MUFG Americas Holdings Corp7,930$103 03/31/2020
     PEY7,930$103 03/31/2020
Capital Investment Advisory Services LLC6,614$86 03/31/2020
     PEY6,614$86 03/31/2020
Harwood Advisory Group LLC6,459$83 03/31/2020
     PEY6,459$83 03/31/2020
Deutsche Bank AG5,578$72 03/31/2020
     PEY5,578$72 03/31/2020
US Bancorp DE5,172$67 03/31/2020
     PEY5,172$67 03/31/2020
Prime Capital Investment Advisors LLC5,000$65 03/31/2020
     PEY5,000$65 03/31/2020
Ameritas Investment Company LLC4,544$59 03/31/2020
     PEY4,544$59 03/31/2020
Wealthcare Capital Management LLC4,440$57 03/31/2020
     PEY4,440$57 03/31/2020
NEXT Financial Group Inc3,929$51 03/31/2020
     PEY3,929$51 03/31/2020
West Bancorporation Inc.2,750$36 03/31/2020
     PEY2,750$36 03/31/2020
IMA Wealth Inc.2,440$32 03/31/2020
     PEY2,440$32 03/31/2020
Blair William & Co. IL2,000$26 03/31/2020
     PEY2,000$26 03/31/2020
Citigroup Inc.1,695$22 03/31/2020
     PEY1,695$22 03/31/2020
Bank of Montreal Can1,572$20 03/31/2020
     PEY1,572$20 03/31/2020
Certified Advisory Corp1,508$20 03/31/2020
     PEY1,508$20 03/31/2020
Fifth Third Bancorp1,500$19 03/31/2020
     PEY1,500$19 03/31/2020
Westside Investment Management Inc.1,510$19 03/31/2020
     PEY1,510$19 03/31/2020
Patriot Financial Group Insurance Agency LLC1,481$19 03/31/2020
     PEY1,481$19 03/31/2020
BlackRock Inc.1,422$18 03/31/2020
     PEY1,422$18 03/31/2020
Vectors Research Management LLC1,160$15 03/31/2020
     PEY1,160$15 03/31/2020
Private Ocean LLC1,125$14 03/31/2020
     PEY1,125$14 03/31/2020
Element Wealth LLC1,045$14 03/31/2020
     PEY1,045$14 03/31/2020
Barnett & Company Inc.1,000$13 03/31/2020
     PEY1,000$13 03/31/2020
Sound Income Strategies LLC881$11 03/31/2020
     PEY881$11 03/31/2020
North Star Investment Management Corp.740$10 03/31/2020
     PEY740$10 03/31/2020
Capital Analysts LLC810$10 03/31/2020
     PEY810$10 03/31/2020
Allworth Financial LP702$9 03/31/2020
     PEY702$9 03/31/2020
Jacobi Capital Management LLC700$9 03/31/2020
     PEY700$9 03/31/2020
Wealth Quarterback LLC669$9 03/31/2020
     PEY669$9 03/31/2020
Winslow Evans & Crocker Inc.600$8 03/31/2020
     PEY600$8 03/31/2020
FMR LLC536$7 03/31/2020
     PEY536$7 03/31/2020
Carroll Financial Associates Inc.530$6 03/31/2020
     PEY530$6 03/31/2020
Squar Milner Financial Services LLC513$6 03/31/2020
     PEY513$6 03/31/2020
Wealthcare Advisory Partners LLC410$5 03/31/2020
     PEY410$5 03/31/2020
AdvisorNet Financial Inc300$4 03/31/2020
     PEY300$4 03/31/2020
Parallel Advisors LLC321$4 03/31/2020
     PEY321$4 03/31/2020
Carolinas Wealth Consulting LLC218$3 03/31/2020
     PEY218$3 03/31/2020
Citizens Financial Group Inc RI118$2 03/31/2020
     PEY118$2 03/31/2020
Global Retirement Partners LLC120$2 03/31/2020
     PEY120$2 03/31/2020
1 North Wealth Services LLC125$2 12/31/2019
     PEY125$2 12/31/2019
Proequities Inc.0$0 03/31/2020
     PEY0$0 03/31/2020
Manchester Financial Inc.10$0 03/31/2020
     PEY10$0 03/31/2020
TRUE Private Wealth Advisors75$0 03/31/2020
     PEY75$0 03/31/2020

See Summary: Institutional Holders of PEY
See Details: Top 10 Hedge Funds Holding PEY
Also See: PEY Holdings Changes

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