HoldingsChannel.com
Funds Holding PEY
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,148,794$94,275 09/30/2019
     PEY5,148,794$94,275 09/30/2019
Morgan Stanley1,740,862$31,876 09/30/2019
     PEY1,740,862$31,876 09/30/2019
United Capital Financial Advisers LLC1,147,246$21,006 09/30/2019
     PEY1,147,246$21,006 09/30/2019
Salomon & Ludwin LLC1,100,048$20,142 09/30/2019
     PEY1,100,048$20,142 09/30/2019
Ahrens Investment Partners LLC897,825$16,439 09/30/2019
     PEY897,825$16,439 09/30/2019
Wells Fargo & Company MN760,323$13,922 09/30/2019
     PEY760,323$13,922 09/30/2019
UBS Group AG732,617$13,414 09/30/2019
     PEY732,617$13,414 09/30/2019
LPL Financial LLC331,149$6,063 09/30/2019
     PEY331,149$6,063 09/30/2019
Capital Advisors Ltd. LLC222,916$4,064 09/30/2019
     PEY222,916$4,064 09/30/2019
Ameriprise Financial Inc.219,653$4,029 09/30/2019
     PEY219,653$4,029 09/30/2019
Cambridge Investment Research Advisors Inc.203,817$3,732 09/30/2019
     PEY203,817$3,732 09/30/2019
Commonwealth Equity Services LLC180,171$3,298 09/30/2019
     PEY180,171$3,298 09/30/2019
Raymond James & Associates163,466$2,993 09/30/2019
     PEY163,466$2,993 09/30/2019
Resources Investment Advisors LLC.144,532$2,646 09/30/2019
     PEY144,532$2,646 09/30/2019
Synovus Financial Corp135,953$2,491 09/30/2019
     PEY135,953$2,491 09/30/2019
Raymond James Financial Services Advisors Inc.131,069$2,400 09/30/2019
     PEY131,069$2,400 09/30/2019
Ladenburg Thalmann Financial Services Inc.127,052$2,326 09/30/2019
     PEY127,052$2,326 09/30/2019
Howe & Rusling Inc.115,979$2,124 09/30/2019
     PEY115,979$2,124 09/30/2019
Janney Montgomery Scott LLC102,947$1,885 09/30/2019
     PEY102,947$1,885 09/30/2019
Jane Street Group LLC100,042$1,832 09/30/2019
     PEY100,042$1,832 09/30/2019
MML Investors Services LLC90,555$1,658 09/30/2019
     PEY90,555$1,658 09/30/2019
Royal Bank of Canada79,727$1,460 09/30/2019
     PEY79,727$1,460 09/30/2019
Oppenheimer & Co. Inc.78,016$1,428 09/30/2019
     PEY78,016$1,428 09/30/2019
Advisor Group Inc.70,342$1,289 09/30/2019
     PEY70,342$1,289 09/30/2019
IFP Advisors Inc69,738$1,271 09/30/2019
     PEY69,738$1,271 09/30/2019
Envestnet Asset Management Inc.68,265$1,250 09/30/2019
     PEY68,265$1,250 09/30/2019
Private Advisor Group LLC59,873$1,096 09/30/2019
     PEY59,873$1,096 09/30/2019
Beacon Pointe Wealth Advisors LLC58,584$1,070 09/30/2019
     PEY58,584$1,070 09/30/2019
First Allied Advisory Services Inc.57,742$1,057 09/30/2019
     PEY57,742$1,057 09/30/2019
B. Riley Wealth Management Inc.57,448$1,052 09/30/2019
     PEY57,448$1,052 09/30/2019
RPg Family Wealth Advisory LLC54,931$1,006 09/30/2019
     PEY54,931$1,006 09/30/2019
South State Corp54,571$999 09/30/2019
     PEY54,571$999 09/30/2019
Aft Forsyth & Company Inc.51,047$935 09/30/2019
     PEY51,047$935 09/30/2019
Creative Planning45,809$839 09/30/2019
     PEY45,809$839 09/30/2019
Beacon Pointe Advisors LLC43,265$794 09/30/2019
     PEY43,265$794 09/30/2019
WT Wealth Management43,055$788 09/30/2019
     PEY43,055$788 09/30/2019
RMB Capital Management LLC42,895$785 09/30/2019
     PEY42,895$785 09/30/2019
PNC Financial Services Group Inc.40,501$741 09/30/2019
     PEY40,501$741 09/30/2019
Meristem Family Wealth LLC35,865$657 09/30/2019
     PEY35,865$657 09/30/2019
LexAurum Advisors LLC32,917$603 09/30/2019
     PEY32,917$603 09/30/2019
Prospera Financial Services Inc30,521$559 09/30/2019
     PEY30,521$559 09/30/2019
Cetera Advisor Networks LLC30,528$558 09/30/2019
     PEY30,528$558 09/30/2019
Northwestern Mutual Wealth Management Co.28,486$522 09/30/2019
     PEY28,486$522 09/30/2019
Institute for Wealth Management LLC.28,081$514 09/30/2019
     PEY28,081$514 09/30/2019
NEXT Financial Group Inc28,000$513 09/30/2019
     PEY28,000$513 09/30/2019
Claraphi Advisory Network LLC27,034$495 09/30/2019
     PEY27,034$495 09/30/2019
Clearwater Capital Advisors LLC26,964$494 09/30/2019
     PEY26,964$494 09/30/2019
Financial Advocates Investment Management25,873$474 09/30/2019
     PEY25,873$474 09/30/2019
RDA Financial Network24,877$456 06/30/2019
     PEY24,877$456 06/30/2019
Benjamin F. Edwards & Company Inc.23,999$439 09/30/2019
     PEY23,999$439 09/30/2019
Barings LLC23,368$428 09/30/2019
     PEY23,368$428 09/30/2019
Strategic Financial Group LLC23,013$421 09/30/2019
     PEY23,013$421 09/30/2019
Baird Financial Group Inc.22,699$416 09/30/2019
     PEY22,699$416 09/30/2019
Advanced Asset Management Advisors Inc21,287$390 09/30/2019
     PEY21,287$390 09/30/2019
CIBC Private Wealth Group LLC20,104$368 09/30/2019
     PEY20,104$368 09/30/2019
Madrona Financial Services LLC19,990$366 09/30/2019
     PEY19,990$366 09/30/2019
Madrona Funds LLC19,990$366 09/30/2019
     PEY19,990$366 09/30/2019
Holderness Investments Co.18,696$342 09/30/2019
     PEY18,696$342 09/30/2019
NTV Asset Management LLC18,330$336 09/30/2019
     PEY18,330$336 09/30/2019
Gateway Advisory LLC18,147$332 09/30/2019
     PEY18,147$332 09/30/2019
RVW Wealth LLC17,440$319 09/30/2019
     PEY17,440$319 09/30/2019
Personal CFO Solutions LLC15,983$293 09/30/2019
     PEY15,983$293 09/30/2019
GWM Advisors LLC15,951$292 09/30/2019
     PEY15,951$292 09/30/2019
Financial Insights Inc.14,700$269 09/30/2019
     PEY14,700$269 09/30/2019
Sheaff Brock Investment Advisors LLC14,154$259 09/30/2019
     PEY14,154$259 09/30/2019
EP Wealth Advisors LLC14,096$258 09/30/2019
     PEY14,096$258 09/30/2019
Calton & Associates Inc.13,230$242 09/30/2019
     PEY13,230$242 09/30/2019
American Financial Advisors LLC13,164$241 09/30/2019
     PEY13,164$241 09/30/2019
Cetera Advisors LLC13,001$237 09/30/2019
     PEY13,001$237 09/30/2019
Northeast Financial Consultants Inc11,814$216 09/30/2019
     PEY11,814$216 09/30/2019
Flagship Harbor Advisors LLC11,808$216 09/30/2019
     PEY11,808$216 09/30/2019
Bouchey Financial Group Ltd11,600$212 09/30/2019
     PEY11,600$212 09/30/2019
Sowell Financial Services LLC11,602$212 09/30/2019
     PEY11,602$212 09/30/2019
First PREMIER Bank11,563$211 09/30/2019
     PEY11,563$211 09/30/2019
Sigma Planning Corp10,920$200 09/30/2019
     PEY10,920$200 09/30/2019
Northern Trust Corp10,718$197 09/30/2019
     PEY10,718$197 09/30/2019
Honkamp Krueger Financial Services Inc.10,683$196 09/30/2019
     PEY10,683$196 09/30/2019
Whittier Trust Co.9,700$178 09/30/2019
     PEY9,700$178 09/30/2019
Lenox Wealth Advisors LLC9,524$174 09/30/2019
     PEY9,524$174 09/30/2019
Heritage Wealth Advisors9,337$170 09/30/2019
     PEY9,337$170 09/30/2019
Bessemer Group Inc.9,000$165 09/30/2019
     PEY9,000$165 09/30/2019
MUFG Americas Holdings Corp7,930$145 09/30/2019
     PEY7,930$145 09/30/2019
Investors Research Corp7,748$142 09/30/2019
     PEY7,748$142 09/30/2019
Deutsche Bank AG6,954$127 09/30/2019
     PEY6,954$127 09/30/2019
Joseph P. Lucia & Associates LLC6,465$118 09/30/2019
     PEY6,465$118 09/30/2019
Advisory Services Network LLC5,608$102 09/30/2019
     PEY5,608$102 09/30/2019
US Bancorp DE5,294$97 09/30/2019
     PEY5,294$97 09/30/2019
Citigroup Inc.5,069$93 09/30/2019
     PEY5,069$93 09/30/2019
Ameritas Investment Corp5,074$93 09/30/2019
     PEY5,074$93 09/30/2019
Prime Capital Investment Advisors LLC5,000$92 09/30/2019
     PEY5,000$92 09/30/2019
Wealthcare Capital Management LLC4,440$81 09/30/2019
     PEY4,440$81 09/30/2019
Capital Investment Advisory Services LLC3,800$70 09/30/2019
     PEY3,800$70 09/30/2019
Patriot Financial Group Insurance Agency LLC3,616$66 09/30/2019
     PEY3,616$66 09/30/2019
CENTRAL TRUST Co3,359$62 09/30/2019
     PEY3,359$62 09/30/2019
IMA Wealth Inc.2,440$45 09/30/2019
     PEY2,440$45 09/30/2019
Blair William & Co. IL2,000$37 09/30/2019
     PEY2,000$37 09/30/2019
Fifth Third Bancorp1,722$32 09/30/2019
     PEY1,722$32 09/30/2019
Bank of Montreal Can1,538$28 09/30/2019
     PEY1,538$28 09/30/2019
FMR LLC1,315$24 09/30/2019
     PEY1,315$24 09/30/2019
Captrust Financial Advisors1,284$24 09/30/2019
     PEY1,284$24 09/30/2019
Meeder Asset Management Inc.1,218$22 09/30/2019
     PEY1,218$22 09/30/2019
Financial Architects Inc1,200$22 09/30/2019
     PEY1,200$22 09/30/2019
Certified Advisory Corp1,129$21 09/30/2019
     PEY1,129$21 09/30/2019
Vectors Research Management LLC1,160$21 09/30/2019
     PEY1,160$21 09/30/2019
First National Bank of South Miami1,090$19 09/30/2019
     PEY1,090$19 09/30/2019
Barnett & Company Inc.1,000$18 09/30/2019
     PEY1,000$18 09/30/2019
Sound Income Strategies LLC881$16 09/30/2019
     PEY881$16 09/30/2019
Weaver Consulting Group810$15 06/30/2019
     PEY810$15 06/30/2019
North Star Investment Management Corp.740$14 09/30/2019
     PEY740$14 09/30/2019
Jacobi Capital Management LLC702$13 09/30/2019
     PEY702$13 09/30/2019
Winslow Evans & Crocker Inc.600$12 09/30/2019
     PEY600$12 09/30/2019
Carroll Financial Associates Inc.610$11 09/30/2019
     PEY610$11 09/30/2019
First Command Bank504$9 09/30/2019
     PEY504$9 09/30/2019
First Command Financial Services Inc.504$9 09/30/2019
     PEY504$9 09/30/2019
Squar Milner Financial Services LLC530$9 09/30/2019
     PEY530$9 09/30/2019
Westside Investment Management Inc.510$9 06/30/2019
     PEY510$9 06/30/2019
Parallel Advisors LLC314$6 09/30/2019
     PEY314$6 09/30/2019
AdvisorNet Financial Inc300$5 09/30/2019
     PEY300$5 09/30/2019
1 North Wealth Services LLC125$2 09/30/2019
     PEY125$2 09/30/2019
Tower Research Capital LLC TRC 70$1 09/30/2019
     PEY70$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     PEY0$0 09/30/2019
Lake Point Wealth Management19$0 06/30/2019
     PEY19$0 06/30/2019
Susquehanna International Group LLP10,900$-200 09/30/2019
     Put10,900$200 09/30/2019

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

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