HoldingsChannel.com
Funds Holding PIZ

On this page, we present all of the funds holding PIZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PIZ, with a link to that fund's top holdings. The next columns indicate the amount of PIZ stock held by each of the funds holding PIZ, followed by the PIZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding PIZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding PIZ), click the fund name in the "Holder" column of the funds-holding-PIZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC449,355$15,485 03/31/2024
     PIZ449,355$15,485 03/31/2024
NewSquare Capital LLC443,792$14,095 12/31/2023
     PIZ443,792$14,095 12/31/2023
UBS Group AG345,843$10,984 12/31/2023
     PIZ345,843$10,984 12/31/2023
Wells Fargo & Company MN198,618$6,308 12/31/2023
     PIZ198,618$6,308 12/31/2023
OLD Mission Capital LLC193,547$6,147 12/31/2023
     PIZ193,547$6,147 12/31/2023
Royal Bank of Canada174,738$5,549 12/31/2023
     PIZ174,738$5,549 12/31/2023
Raymond James & Associates139,590$4,433 12/31/2023
     PIZ139,590$4,433 12/31/2023
Jane Street Group LLC118,871$3,775 12/31/2023
     PIZ118,871$3,775 12/31/2023
Morgan Stanley74,094$2,353 12/31/2023
     PIZ74,094$2,353 12/31/2023
Prospera Financial Services Inc62,791$1,994 12/31/2023
     PIZ62,791$1,994 12/31/2023
Commonwealth Equity Services LLC56,852$1,806 12/31/2023
     PIZ56,852$1,806 12/31/2023
Flow Traders U.S. LLC44,714$1,420 12/31/2023
     PIZ44,714$1,420 12/31/2023
Susquehanna International Group LLP39,565$1,257 12/31/2023
     PIZ39,565$1,257 12/31/2023
Cyndeo Wealth Partners LLC34,656$1,194 03/31/2024
     PIZ34,656$1,194 03/31/2024
Refined Wealth Management30,306$1,044 03/31/2024
     PIZ30,306$1,044 03/31/2024
Bank of America Corp DE31,791$1,010 12/31/2023
     PIZ31,791$1,010 12/31/2023
Raymond James Financial Services Advisors Inc.31,184$990 12/31/2023
     PIZ31,184$990 12/31/2023
LPL Financial LLC29,295$930 12/31/2023
     PIZ29,295$930 12/31/2023
PFG Investments LLC28,828$916 12/31/2023
     PIZ28,828$916 12/31/2023
Monument Capital Management25,177$800 12/31/2023
     PIZ25,177$800 12/31/2023
Trueblood Wealth Management LLC25,103$797 12/31/2023
     PIZ25,103$797 12/31/2023
Citadel Advisors LLC23,298$740 12/31/2023
     PIZ23,298$740 12/31/2023
MorganRosel Wealth Management LLC20,917$721 03/31/2024
     PIZ20,917$721 03/31/2024
O Shaughnessy Asset Management LLC21,989$698 12/31/2023
     PIZ21,989$698 12/31/2023
Citigroup Inc.20,064$637 12/31/2023
     PIZ20,064$637 12/31/2023
Cambridge Investment Research Advisors Inc.17,805$565 12/31/2023
     PIZ17,805$565 12/31/2023
Lunt Capital Management Inc.17,493$556 12/31/2023
     PIZ17,493$556 12/31/2023
Stifel Financial Corp16,734$531 12/31/2023
     PIZ16,734$531 12/31/2023
Envestnet Asset Management Inc.14,269$453 12/31/2023
     PIZ14,269$453 12/31/2023
Resources Investment Advisors LLC.13,789$438 12/31/2023
     PIZ13,789$438 12/31/2023
Mercer Global Advisors Inc. ADV12,197$387 12/31/2023
     PIZ12,197$387 12/31/2023
Del Sette Capital Management LLC9,409$299 12/31/2023
     PIZ9,409$299 12/31/2023
Janney Montgomery Scott LLC9,105$289 12/31/2023
     PIZ9,105$289 12/31/2023
CIBC World Markets Inc.7,991$254 12/31/2023
     PIZ7,991$254 12/31/2023
Advisor Group Holdings Inc.7,751$246 12/31/2023
     PIZ7,751$246 12/31/2023
Comerica Bank7,724$245 12/31/2023
     PIZ7,724$245 12/31/2023
Capital Investment Advisory Services LLC5,325$169 12/31/2023
     PIZ5,325$169 12/31/2023
Eagle Bay Advisors LLC4,010$127 12/31/2023
     PIZ4,010$127 12/31/2023
Benjamin F. Edwards & Company Inc.3,683$117 12/31/2023
     PIZ3,683$117 12/31/2023
Blair William & Co. IL1,900$60 12/31/2023
     PIZ1,900$60 12/31/2023
DHJJ Financial Advisors Ltd.1,564$54 03/31/2024
     PIZ1,564$54 03/31/2024
NBC Securities Inc.878$31 03/31/2024
     PIZ878$31 03/31/2024
Steward Partners Investment Advisory LLC740$24 12/31/2023
     PIZ740$24 12/31/2023
FMR LLC601$19 12/31/2023
     PIZ601$19 12/31/2023
Qube Research & Technologies Ltd606$19 12/31/2023
     PIZ606$19 12/31/2023
Glenmede Trust Co. NA551$17 12/31/2023
     PIZ551$17 12/31/2023
Key Financial Inc406$13 12/31/2023
     PIZ406$13 12/31/2023
Geneos Wealth Management Inc.285$9 12/31/2023
     PIZ285$9 12/31/2023
CWM LLC233$8 03/31/2024
     PIZ233$8 03/31/2024
JPMorgan Chase & Co.143$5 12/31/2023
     PIZ143$5 12/31/2023
The PNC Financial Services Group Inc.125$4 12/31/2023
     PIZ125$4 12/31/2023
GWM Advisors LLC116$4 12/31/2023
     PIZ116$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     PIZ0$0 12/31/2023

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

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