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Funds Holding PSFF

On this page, we present all of the funds holding PSFF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PSFF, with a link to that fund's top holdings. The next columns indicate the amount of PSFF stock held by each of the funds holding PSFF, followed by the PSFF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding PSFF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Allworth Financial LP. For more details on the positions held by Allworth Financial LP (or by any of the other funds holding PSFF), click the fund name in the "Holder" column of the funds-holding-PSFF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Allworth Financial LP1,219,386$32,936 03/31/2024
     PSFF1,219,386$32,936 03/31/2024
Advisor Group Holdings Inc.1,134,234$29,354 12/31/2023
     PSFF1,134,234$29,354 12/31/2023
Retirement Guys Formula LLC635,844$17,174 03/31/2024
     PSFF635,844$17,174 03/31/2024
Signal Advisors Wealth LLC567,915$15,339 03/31/2024
     PSFF567,915$15,339 03/31/2024
Maripau Wealth Management LLC558,073$14,443 12/31/2023
     PSFF558,073$14,443 12/31/2023
Atria Investments LLC541,921$14,025 12/31/2023
     PSFF541,921$14,025 12/31/2023
MML Investors Services LLC525,355$13,596 12/31/2023
     PSFF525,355$13,596 12/31/2023
Kestra Advisory Services LLC495,348$12,820 12/31/2023
     PSFF495,348$12,820 12/31/2023
Financial Strategies Group Inc.416,102$11,222 03/31/2024
     PSFF416,102$11,222 03/31/2024
Envestnet Asset Management Inc.354,076$9,163 12/31/2023
     PSFF354,076$9,163 12/31/2023
Brookstone Capital Management328,290$8,867 03/31/2024
     PSFF328,290$8,867 03/31/2024
Cetera Investment Advisers339,336$8,782 12/31/2023
     PSFF339,336$8,782 12/31/2023
New Century Financial Group LLC312,900$8,451 03/31/2024
     PSFF312,900$8,451 03/31/2024
LPL Financial LLC272,786$7,060 12/31/2023
     PSFF272,786$7,060 12/31/2023
ODonnell Financial Services LLC195,100$5,270 03/31/2024
     PSFF195,100$5,270 03/31/2024
Cetera Advisor Networks LLC195,764$5,066 12/31/2023
     PSFF195,764$5,066 12/31/2023
Cetera Advisors LLC162,736$4,212 12/31/2023
     PSFF162,736$4,212 12/31/2023
Cambridge Investment Research Advisors Inc.149,827$4,047 03/31/2024
     PSFF149,827$4,047 03/31/2024
Chicago Partners Investment Group LLC101,985$2,725 03/31/2024
     PSFF101,985$2,725 03/31/2024
Advisory Services Network LLC96,292$2,492 12/31/2023
     PSFF96,292$2,492 12/31/2023
Commonwealth Equity Services LLC91,012$2,458 03/31/2024
     PSFF91,012$2,458 03/31/2024
HighTower Advisors LLC87,414$2,261 12/31/2023
     PSFF87,414$2,261 12/31/2023
Sigma Planning Corp76,295$1,975 12/31/2023
     PSFF76,295$1,975 12/31/2023
Avantax Advisory Services Inc.75,717$1,960 12/31/2023
     PSFF75,717$1,960 12/31/2023
Ergawealth Advisors Inc.50,829$1,373 03/31/2024
     PSFF50,829$1,373 03/31/2024
Cedar Brook Financial Partners LLC48,358$1,306 03/31/2024
     PSFF48,358$1,306 03/31/2024
Kestra Private Wealth Services LLC36,497$945 12/31/2023
     PSFF36,497$945 12/31/2023
Orion Portfolio Solutions LLC35,360$915 12/31/2023
     PSFF35,360$915 12/31/2023
Diligent Investors LLC17,209$445 12/31/2023
     PSFF17,209$445 12/31/2023
Csenge Advisory Group13,536$350 12/31/2023
     PSFF13,536$350 12/31/2023
Coastal Investment Advisors Inc.12,484$337 03/31/2024
     PSFF12,484$337 03/31/2024
Centric Wealth Management11,932$314 12/31/2023
     PSFF11,932$314 12/31/2023
Triumph Capital Management8,881$240 03/31/2024
     PSFF8,881$240 03/31/2024
Allen Mooney & Barnes Investment Advisors LLC8,807$237 03/31/2024
     PSFF8,807$237 03/31/2024
Lincoln National Corp8,188$212 12/31/2023
     PSFF8,188$212 12/31/2023
Core Wealth Advisors Inc.5,810$150 12/31/2023
     PSFF5,810$150 12/31/2023
UBS Group AG3,950$102 12/31/2023
     PSFF3,950$102 12/31/2023
Aspire Wealth Management Corp1,334$35 12/31/2023
     PSFF1,334$35 12/31/2023
Royal Bank of Canada100$3 12/31/2023
     PSFF100$3 12/31/2023
DHJJ Financial Advisors Ltd.55$1 03/31/2024
     PSFF55$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     PSFF0$0 12/31/2023

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

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