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Funds Holding PIE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN548,868$11,433 03/31/2024
     PIE548,868$11,433 03/31/2024
Raymond James Financial Services Advisors Inc.431,317$8,984 03/31/2024
     PIE431,317$8,984 03/31/2024
Morgan Stanley289,533$5,701 12/31/2023
     PIE289,533$5,701 12/31/2023
Maltin Wealth Management Inc.257,005$5,353 03/31/2024
     PIE257,005$5,353 03/31/2024
UBS Group AG226,315$4,714 03/31/2024
     PIE226,315$4,714 03/31/2024
Raymond James & Associates189,236$3,942 03/31/2024
     PIE189,236$3,942 03/31/2024
NewSquare Capital LLC176,073$3,668 03/31/2024
     PIE176,073$3,668 03/31/2024
M Holdings Securities Inc.178,708$3,519 12/31/2023
     PIE178,708$3,519 12/31/2023
LPL Financial LLC144,473$3,009 03/31/2024
     PIE144,473$3,009 03/31/2024
Prospera Financial Services Inc81,988$1,614 12/31/2023
     PIE81,988$1,614 12/31/2023
Avantax Advisory Services Inc.73,967$1,541 03/31/2024
     PIE73,967$1,541 03/31/2024
Stifel Financial Corp67,182$1,399 03/31/2024
     PIE67,182$1,399 03/31/2024
Envestnet Asset Management Inc.60,543$1,261 03/31/2024
     PIE60,543$1,261 03/31/2024
Cambridge Investment Research Advisors Inc.58,030$1,209 03/31/2024
     PIE58,030$1,209 03/31/2024
Royal Bank of Canada60,989$1,201 12/31/2023
     PIE60,989$1,201 12/31/2023
Kingsview Wealth Management LLC44,880$935 03/31/2024
     PIE44,880$935 03/31/2024
Flow Traders U.S. LLC46,174$909 12/31/2023
     PIE46,174$909 12/31/2023
Northwestern Mutual Wealth Management Co.45,295$892 12/31/2023
     PIE45,295$892 12/31/2023
National Bank of Canada FI39,540$851 03/31/2024
     PIE39,540$851 03/31/2024
Trueblood Wealth Management LLC32,214$671 03/31/2024
     PIE32,214$671 03/31/2024
MorganRosel Wealth Management LLC30,767$641 03/31/2024
     PIE30,767$641 03/31/2024
Jane Street Group LLC32,528$640 12/31/2023
     PIE32,528$640 12/31/2023
Sontag Advisory LLC30,173$629 03/31/2024
     PIE30,173$629 03/31/2024
Susquehanna International Group LLP22,689$473 03/31/2024
     PIE22,689$473 03/31/2024
Citadel Advisors LLC22,717$447 12/31/2023
     PIE22,717$447 12/31/2023
Resources Investment Advisors LLC.21,162$441 03/31/2024
     PIE21,162$441 03/31/2024
MML Investors Services LLC19,638$387 12/31/2023
     PIE19,638$387 12/31/2023
EP Wealth Advisors LLC19,554$385 12/31/2023
     PIE19,554$385 12/31/2023
Commonwealth Equity Services LLC16,844$351 03/31/2024
     PIE16,844$351 03/31/2024
Private Advisor Group LLC14,303$298 03/31/2024
     PIE14,303$298 03/31/2024
PFG Investments LLC14,305$298 03/31/2024
     PIE14,305$298 03/31/2024
Lunt Capital Management Inc.13,843$288 03/31/2024
     PIE13,843$288 03/31/2024
Advisor Group Holdings Inc.13,137$274 03/31/2024
     PIE13,137$274 03/31/2024
IHT Wealth Management LLC13,237$261 12/31/2023
     PIE13,237$261 12/31/2023
Benjamin F. Edwards & Company Inc.11,687$243 03/31/2024
     PIE11,687$243 03/31/2024
Citigroup Inc.11,405$238 03/31/2024
     PIE11,405$238 03/31/2024
Kestra Advisory Services LLC12,049$237 12/31/2023
     PIE12,049$237 12/31/2023
OLD Mission Capital LLC11,630$229 12/31/2023
     PIE11,630$229 12/31/2023
Equitable Holdings Inc.10,810$213 12/31/2023
     PIE10,810$213 12/31/2023
Eagle Bay Advisors LLC7,399$154 03/31/2024
     PIE7,399$154 03/31/2024
UMB Bank N A MO4,890$102 03/31/2024
     PIE4,890$102 03/31/2024
O Shaughnessy Asset Management LLC4,382$91 03/31/2024
     PIE4,382$91 03/31/2024
Blair William & Co. IL4,100$85 03/31/2024
     PIE4,100$85 03/31/2024
Carolinas Wealth Consulting LLC4,296$85 12/31/2023
     PIE4,296$85 12/31/2023
Founders Financial Alliance LLC2,731$57 03/31/2024
     PIE2,731$57 03/31/2024
Comerica Bank2,910$57 12/31/2023
     PIE2,910$57 12/31/2023
MGB Wealth Management LLC2,500$52 03/31/2024
     PIE2,500$52 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC2,308$48 03/31/2024
     PIE2,308$48 03/31/2024
Financial Advisory Service Inc.1,326$28 03/31/2024
     PIE1,326$28 03/31/2024
Fortis Advisors LLC1,189$25 03/31/2024
     PIE1,189$25 03/31/2024
DHJJ Financial Advisors Ltd.1,100$23 03/31/2024
     PIE1,100$23 03/31/2024
NBC Securities Inc.982$21 03/31/2024
     PIE982$21 03/31/2024
Bessemer Group Inc.900$19 03/31/2024
     PIE900$19 03/31/2024
Colonial Trust Co SC572$12 03/31/2024
     PIE572$12 03/31/2024
Qube Research & Technologies Ltd506$11 03/31/2024
     PIE506$11 03/31/2024
Register Financial Advisors LLC494$10 03/31/2024
     PIE494$10 03/31/2024
CWM LLC334$7 03/31/2024
     PIE334$7 03/31/2024
GWM Advisors LLC133$3 03/31/2024
     PIE133$3 03/31/2024
Proequities Inc.0$0 03/31/2024
     PIE0$0 03/31/2024
Bank of America Corp DE1$0 12/31/2023
     PIE1$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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