On this page, we present all of the funds holding PIE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PIE, with a link to that fund's top holdings. The next columns indicate the amount of PIE stock held by each of the funds holding PIE, followed by the PIE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 59 funds holding PIE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding PIE), click the fund name in the "Holder" column of the funds-holding-PIE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wells Fargo & Company MN | 548,868 | $11,433 | 03/31/2024 |
PIE | 548,868 | $11,433 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 431,317 | $8,984 | 03/31/2024 |
PIE | 431,317 | $8,984 | 03/31/2024 |
Morgan Stanley | 289,533 | $5,701 | 12/31/2023 |
PIE | 289,533 | $5,701 | 12/31/2023 |
Maltin Wealth Management Inc. | 257,005 | $5,353 | 03/31/2024 |
PIE | 257,005 | $5,353 | 03/31/2024 |
UBS Group AG | 226,315 | $4,714 | 03/31/2024 |
PIE | 226,315 | $4,714 | 03/31/2024 |
Raymond James & Associates | 189,236 | $3,942 | 03/31/2024 |
PIE | 189,236 | $3,942 | 03/31/2024 |
NewSquare Capital LLC | 176,073 | $3,668 | 03/31/2024 |
PIE | 176,073 | $3,668 | 03/31/2024 |
M Holdings Securities Inc. | 178,708 | $3,519 | 12/31/2023 |
PIE | 178,708 | $3,519 | 12/31/2023 |
LPL Financial LLC | 144,473 | $3,009 | 03/31/2024 |
PIE | 144,473 | $3,009 | 03/31/2024 |
Prospera Financial Services Inc | 81,988 | $1,614 | 12/31/2023 |
PIE | 81,988 | $1,614 | 12/31/2023 |
Avantax Advisory Services Inc. | 73,967 | $1,541 | 03/31/2024 |
PIE | 73,967 | $1,541 | 03/31/2024 |
Stifel Financial Corp | 67,182 | $1,399 | 03/31/2024 |
PIE | 67,182 | $1,399 | 03/31/2024 |
Envestnet Asset Management Inc. | 60,543 | $1,261 | 03/31/2024 |
PIE | 60,543 | $1,261 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 58,030 | $1,209 | 03/31/2024 |
PIE | 58,030 | $1,209 | 03/31/2024 |
Royal Bank of Canada | 60,989 | $1,201 | 12/31/2023 |
PIE | 60,989 | $1,201 | 12/31/2023 |
Kingsview Wealth Management LLC | 44,880 | $935 | 03/31/2024 |
PIE | 44,880 | $935 | 03/31/2024 |
Flow Traders U.S. LLC | 46,174 | $909 | 12/31/2023 |
PIE | 46,174 | $909 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 45,295 | $892 | 12/31/2023 |
PIE | 45,295 | $892 | 12/31/2023 |
National Bank of Canada FI | 39,540 | $851 | 03/31/2024 |
PIE | 39,540 | $851 | 03/31/2024 |
Trueblood Wealth Management LLC | 32,214 | $671 | 03/31/2024 |
PIE | 32,214 | $671 | 03/31/2024 |
MorganRosel Wealth Management LLC | 30,767 | $641 | 03/31/2024 |
PIE | 30,767 | $641 | 03/31/2024 |
Jane Street Group LLC | 32,528 | $640 | 12/31/2023 |
PIE | 32,528 | $640 | 12/31/2023 |
Sontag Advisory LLC | 30,173 | $629 | 03/31/2024 |
PIE | 30,173 | $629 | 03/31/2024 |
Susquehanna International Group LLP | 22,689 | $473 | 03/31/2024 |
PIE | 22,689 | $473 | 03/31/2024 |
Citadel Advisors LLC | 22,717 | $447 | 12/31/2023 |
PIE | 22,717 | $447 | 12/31/2023 |
Resources Investment Advisors LLC. | 21,162 | $441 | 03/31/2024 |
PIE | 21,162 | $441 | 03/31/2024 |
MML Investors Services LLC | 19,638 | $387 | 12/31/2023 |
PIE | 19,638 | $387 | 12/31/2023 |
EP Wealth Advisors LLC | 19,554 | $385 | 12/31/2023 |
PIE | 19,554 | $385 | 12/31/2023 |
Commonwealth Equity Services LLC | 16,844 | $351 | 03/31/2024 |
PIE | 16,844 | $351 | 03/31/2024 |
Private Advisor Group LLC | 14,303 | $298 | 03/31/2024 |
PIE | 14,303 | $298 | 03/31/2024 |
PFG Investments LLC | 14,305 | $298 | 03/31/2024 |
PIE | 14,305 | $298 | 03/31/2024 |
Lunt Capital Management Inc. | 13,843 | $288 | 03/31/2024 |
PIE | 13,843 | $288 | 03/31/2024 |
Advisor Group Holdings Inc. | 13,137 | $274 | 03/31/2024 |
PIE | 13,137 | $274 | 03/31/2024 |
IHT Wealth Management LLC | 13,237 | $261 | 12/31/2023 |
PIE | 13,237 | $261 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 11,687 | $243 | 03/31/2024 |
PIE | 11,687 | $243 | 03/31/2024 |
Citigroup Inc. | 11,405 | $238 | 03/31/2024 |
PIE | 11,405 | $238 | 03/31/2024 |
Kestra Advisory Services LLC | 12,049 | $237 | 12/31/2023 |
PIE | 12,049 | $237 | 12/31/2023 |
OLD Mission Capital LLC | 11,630 | $229 | 12/31/2023 |
PIE | 11,630 | $229 | 12/31/2023 |
Equitable Holdings Inc. | 10,810 | $213 | 12/31/2023 |
PIE | 10,810 | $213 | 12/31/2023 |
Eagle Bay Advisors LLC | 7,399 | $154 | 03/31/2024 |
PIE | 7,399 | $154 | 03/31/2024 |
UMB Bank N A MO | 4,890 | $102 | 03/31/2024 |
PIE | 4,890 | $102 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 4,382 | $91 | 03/31/2024 |
PIE | 4,382 | $91 | 03/31/2024 |
Blair William & Co. IL | 4,100 | $85 | 03/31/2024 |
PIE | 4,100 | $85 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 4,296 | $85 | 12/31/2023 |
PIE | 4,296 | $85 | 12/31/2023 |
Founders Financial Alliance LLC | 2,731 | $57 | 03/31/2024 |
PIE | 2,731 | $57 | 03/31/2024 |
Comerica Bank | 2,910 | $57 | 12/31/2023 |
PIE | 2,910 | $57 | 12/31/2023 |
MGB Wealth Management LLC | 2,500 | $52 | 03/31/2024 |
PIE | 2,500 | $52 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,308 | $48 | 03/31/2024 |
PIE | 2,308 | $48 | 03/31/2024 |
Financial Advisory Service Inc. | 1,326 | $28 | 03/31/2024 |
PIE | 1,326 | $28 | 03/31/2024 |
Fortis Advisors LLC | 1,189 | $25 | 03/31/2024 |
PIE | 1,189 | $25 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 1,100 | $23 | 03/31/2024 |
PIE | 1,100 | $23 | 03/31/2024 |
NBC Securities Inc. | 982 | $21 | 03/31/2024 |
PIE | 982 | $21 | 03/31/2024 |
Bessemer Group Inc. | 900 | $19 | 03/31/2024 |
PIE | 900 | $19 | 03/31/2024 |
Colonial Trust Co SC | 572 | $12 | 03/31/2024 |
PIE | 572 | $12 | 03/31/2024 |
Qube Research & Technologies Ltd | 506 | $11 | 03/31/2024 |
PIE | 506 | $11 | 03/31/2024 |
Register Financial Advisors LLC | 494 | $10 | 03/31/2024 |
PIE | 494 | $10 | 03/31/2024 |
CWM LLC | 334 | $7 | 03/31/2024 |
PIE | 334 | $7 | 03/31/2024 |
GWM Advisors LLC | 133 | $3 | 03/31/2024 |
PIE | 133 | $3 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
PIE | 0 | $0 | 03/31/2024 |
Bank of America Corp DE | 1 | $0 | 12/31/2023 |
PIE | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PIE
See Details: Top 10 Hedge Funds Holding PIE
Also See: PIE Holdings Changes
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