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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Allworth Financial LP | 1,219,386 | $32,936 | 03/31/2024 |
PSFF | 1,219,386 | $32,936 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,134,234 | $29,354 | 12/31/2023 |
PSFF | 1,134,234 | $29,354 | 12/31/2023 |
Retirement Guys Formula LLC | 635,844 | $17,174 | 03/31/2024 |
PSFF | 635,844 | $17,174 | 03/31/2024 |
Signal Advisors Wealth LLC | 567,915 | $15,339 | 03/31/2024 |
PSFF | 567,915 | $15,339 | 03/31/2024 |
Maripau Wealth Management LLC | 558,073 | $14,443 | 12/31/2023 |
PSFF | 558,073 | $14,443 | 12/31/2023 |
Atria Investments LLC | 541,921 | $14,025 | 12/31/2023 |
PSFF | 541,921 | $14,025 | 12/31/2023 |
MML Investors Services LLC | 525,355 | $13,596 | 12/31/2023 |
PSFF | 525,355 | $13,596 | 12/31/2023 |
Kestra Advisory Services LLC | 495,348 | $12,820 | 12/31/2023 |
PSFF | 495,348 | $12,820 | 12/31/2023 |
Financial Strategies Group Inc. | 416,102 | $11,222 | 03/31/2024 |
PSFF | 416,102 | $11,222 | 03/31/2024 |
Envestnet Asset Management Inc. | 354,076 | $9,163 | 12/31/2023 |
PSFF | 354,076 | $9,163 | 12/31/2023 |
Brookstone Capital Management | 328,290 | $8,867 | 03/31/2024 |
PSFF | 328,290 | $8,867 | 03/31/2024 |
Cetera Investment Advisers | 339,336 | $8,782 | 12/31/2023 |
PSFF | 339,336 | $8,782 | 12/31/2023 |
New Century Financial Group LLC | 312,900 | $8,451 | 03/31/2024 |
PSFF | 312,900 | $8,451 | 03/31/2024 |
LPL Financial LLC | 272,786 | $7,060 | 12/31/2023 |
PSFF | 272,786 | $7,060 | 12/31/2023 |
ODonnell Financial Services LLC | 195,100 | $5,270 | 03/31/2024 |
PSFF | 195,100 | $5,270 | 03/31/2024 |
Cetera Advisor Networks LLC | 195,764 | $5,066 | 12/31/2023 |
PSFF | 195,764 | $5,066 | 12/31/2023 |
Cetera Advisors LLC | 162,736 | $4,212 | 12/31/2023 |
PSFF | 162,736 | $4,212 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 149,827 | $4,047 | 03/31/2024 |
PSFF | 149,827 | $4,047 | 03/31/2024 |
Chicago Partners Investment Group LLC | 101,985 | $2,725 | 03/31/2024 |
PSFF | 101,985 | $2,725 | 03/31/2024 |
Advisory Services Network LLC | 96,292 | $2,492 | 12/31/2023 |
PSFF | 96,292 | $2,492 | 12/31/2023 |
Commonwealth Equity Services LLC | 91,012 | $2,458 | 03/31/2024 |
PSFF | 91,012 | $2,458 | 03/31/2024 |
HighTower Advisors LLC | 87,414 | $2,261 | 12/31/2023 |
PSFF | 87,414 | $2,261 | 12/31/2023 |
Sigma Planning Corp | 76,295 | $1,975 | 12/31/2023 |
PSFF | 76,295 | $1,975 | 12/31/2023 |
Avantax Advisory Services Inc. | 75,717 | $1,960 | 12/31/2023 |
PSFF | 75,717 | $1,960 | 12/31/2023 |
Ergawealth Advisors Inc. | 50,829 | $1,373 | 03/31/2024 |
PSFF | 50,829 | $1,373 | 03/31/2024 |
Cedar Brook Financial Partners LLC | 48,358 | $1,306 | 03/31/2024 |
PSFF | 48,358 | $1,306 | 03/31/2024 |
Kestra Private Wealth Services LLC | 36,497 | $945 | 12/31/2023 |
PSFF | 36,497 | $945 | 12/31/2023 |
Orion Portfolio Solutions LLC | 35,360 | $915 | 12/31/2023 |
PSFF | 35,360 | $915 | 12/31/2023 |
Diligent Investors LLC | 17,209 | $445 | 12/31/2023 |
PSFF | 17,209 | $445 | 12/31/2023 |
Csenge Advisory Group | 13,536 | $350 | 12/31/2023 |
PSFF | 13,536 | $350 | 12/31/2023 |
Coastal Investment Advisors Inc. | 12,484 | $337 | 03/31/2024 |
PSFF | 12,484 | $337 | 03/31/2024 |
Centric Wealth Management | 11,932 | $314 | 12/31/2023 |
PSFF | 11,932 | $314 | 12/31/2023 |
Triumph Capital Management | 8,881 | $240 | 03/31/2024 |
PSFF | 8,881 | $240 | 03/31/2024 |
Allen Mooney & Barnes Investment Advisors LLC | 8,807 | $237 | 03/31/2024 |
PSFF | 8,807 | $237 | 03/31/2024 |
Lincoln National Corp | 8,188 | $212 | 12/31/2023 |
PSFF | 8,188 | $212 | 12/31/2023 |
Core Wealth Advisors Inc. | 5,810 | $150 | 12/31/2023 |
PSFF | 5,810 | $150 | 12/31/2023 |
UBS Group AG | 3,950 | $102 | 12/31/2023 |
PSFF | 3,950 | $102 | 12/31/2023 |
Aspire Wealth Management Corp | 1,334 | $35 | 12/31/2023 |
PSFF | 1,334 | $35 | 12/31/2023 |
Royal Bank of Canada | 100 | $3 | 12/31/2023 |
PSFF | 100 | $3 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 55 | $1 | 03/31/2024 |
PSFF | 55 | $1 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PSFF | 0 | $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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