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Funds Holding PSI

On this page, we present all of the funds holding PSI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PSI, with a link to that fund's top holdings. The next columns indicate the amount of PSI stock held by each of the funds holding PSI, followed by the PSI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 125 funds holding PSI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding PSI), click the fund name in the "Holder" column of the funds-holding-PSI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC467,007$23,117 12/31/2023
     PSI467,007$23,117 12/31/2023
HighTower Advisors LLC441,600$21,853 12/31/2023
     PSI441,600$21,853 12/31/2023
Morgan Stanley409,321$20,261 12/31/2023
     PSI409,321$20,261 12/31/2023
Bank of America Corp DE364,678$18,052 12/31/2023
     PSI364,678$18,052 12/31/2023
Royal Bank of Canada259,219$12,831 12/31/2023
     PSI259,219$12,831 12/31/2023
Envestnet Asset Management Inc.210,120$10,401 12/31/2023
     PSI210,120$10,401 12/31/2023
UBS Group AG183,077$9,062 12/31/2023
     PSI183,077$9,062 12/31/2023
Captrust Financial Advisors180,736$8,946 12/31/2023
     PSI180,736$8,946 12/31/2023
Private Advisor Group LLC176,623$8,743 12/31/2023
     PSI176,623$8,743 12/31/2023
Mercer Global Advisors Inc. ADV173,771$8,602 12/31/2023
     PSI173,771$8,602 12/31/2023
MML Investors Services LLC167,874$8,310 12/31/2023
     PSI167,874$8,310 12/31/2023
Advisor Group Holdings Inc.118,349$5,858 12/31/2023
     PSI118,349$5,858 12/31/2023
Meitav Dash Investments Ltd.114,591$5,672 12/31/2023
     PSI114,591$5,672 12/31/2023
Raymond James & Associates93,619$5,283 03/31/2024
     PSI93,619$5,283 03/31/2024
Raymond James Financial Services Advisors Inc.89,662$5,060 03/31/2024
     PSI89,662$5,060 03/31/2024
Millington Financial Advisors LLC81,459$4,032 12/31/2023
     PSI81,459$4,032 12/31/2023
National Bank of Canada FI81,092$3,869 12/31/2023
     PSI81,092$3,869 12/31/2023
Proequities Inc.65,625$3,248 12/31/2023
     PSI65,625$3,248 12/31/2023
Cambridge Investment Research Advisors Inc.52,007$2,935 03/31/2024
     PSI52,007$2,935 03/31/2024
Truist Financial Corp57,714$2,857 12/31/2023
     PSI57,714$2,857 12/31/2023
Stifel Financial Corp56,818$2,813 12/31/2023
     PSI56,818$2,813 12/31/2023
Advisory Services Network LLC54,929$2,719 12/31/2023
     PSI54,929$2,719 12/31/2023
Commonwealth Equity Services LLC53,674$2,657 12/31/2023
     PSI53,674$2,657 12/31/2023
Northwestern Mutual Wealth Management Co.36,320$1,798 12/31/2023
     PSI36,320$1,798 12/31/2023
Yahav Achim Ve Achayot Provident Funds Management Co Ltd.34,122$1,688 12/31/2023
     PSI34,122$1,688 12/31/2023
Nilsine Partners LLC29,707$1,676 03/31/2024
     PSI29,707$1,676 03/31/2024
Valley National Advisers Inc.29,149$1,644 03/31/2024
     PSI29,149$1,644 03/31/2024
Susquehanna International Group LLP32,125$1,590 12/31/2023
     PSI32,125$1,590 12/31/2023
DAVENPORT & Co LLC29,755$1,473 12/31/2023
     PSI29,755$1,473 12/31/2023
Strategic Blueprint LLC25,092$1,416 03/31/2024
     PSI25,092$1,416 03/31/2024
National Asset Management Inc.26,549$1,314 12/31/2023
     PSI26,549$1,314 12/31/2023
SFI Advisors LLC21,905$1,084 12/31/2023
     PSI21,905$1,084 12/31/2023
CAPROCK Group Inc.20,935$1,036 12/31/2023
     PSI20,935$1,036 12/31/2023
Atria Wealth Solutions Inc.20,641$1,022 12/31/2023
     PSI20,641$1,022 12/31/2023
Flagship Harbor Advisors LLC16,898$954 03/31/2024
     PSI16,898$954 03/31/2024
Cetera Advisor Networks LLC19,209$951 12/31/2023
     PSI19,209$951 12/31/2023
Capstone Triton Financial Group LLC16,623$938 03/31/2024
     PSI16,623$938 03/31/2024
Capital Wealth Alliance LLC17,844$883 12/31/2023
     PSI17,844$883 12/31/2023
Ameriprise Financial Inc.16,517$818 12/31/2023
     PSI16,517$818 12/31/2023
Integrated Wealth Concepts LLC16,281$806 12/31/2023
     PSI16,281$806 12/31/2023
EP Wealth Advisors LLC15,480$766 12/31/2023
     PSI15,480$766 12/31/2023
Wealthcare Advisory Partners LLC13,375$755 03/31/2024
     PSI13,375$755 03/31/2024
Tower Research Capital LLC TRC 14,535$719 12/31/2023
     PSI14,535$719 12/31/2023
Thrivent Financial for Lutherans13,837$685 12/31/2023
     PSI13,837$685 12/31/2023
Financial Advocates Investment Management12,482$618 12/31/2023
     PSI12,482$618 12/31/2023
Citadel Advisors LLC12,103$599 12/31/2023
     PSI12,103$599 12/31/2023
KKM Financial LLC12,069$597 12/31/2023
     PSI12,069$597 12/31/2023
PFG Advisors11,300$559 12/31/2023
     PSI11,300$559 12/31/2023
Hennion & Walsh Asset Management Inc.9,155$517 03/31/2024
     PSI9,155$517 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,441$517 12/31/2023
     PSI10,441$517 12/31/2023
WNY Asset Management LLC10,253$508 12/31/2023
     PSI10,253$508 12/31/2023
Householder Group Estate & Retirement Specialist LLC10,008$495 12/31/2023
     PSI10,008$495 12/31/2023
Y.D. More Investments Ltd9,879$489 12/31/2023
     PSI9,879$489 12/31/2023
Koshinski Asset Management Inc.9,193$455 12/31/2023
     PSI9,193$455 12/31/2023
PFG Investments LLC8,007$452 03/31/2024
     PSI8,007$452 03/31/2024
Goldman Sachs Group Inc.8,937$442 12/31/2023
     PSI8,937$442 12/31/2023
Harbour Investments Inc.8,542$423 12/31/2023
     PSI8,542$423 12/31/2023
Valley Brook Capital Group8,494$420 12/31/2023
     PSI8,494$420 12/31/2023
The PNC Financial Services Group Inc.8,339$413 12/31/2023
     PSI8,339$413 12/31/2023
Sweet Financial Partners LLC6,876$388 03/31/2024
     PSI6,876$388 03/31/2024
AE Wealth Management LLC7,685$386 12/31/2023
     PSI7,685$386 12/31/2023
MinichMacGregor Wealth Management LLC6,702$382 03/31/2024
     PSI6,702$382 03/31/2024
Western Financial Corp CA6,524$368 03/31/2024
     PSI6,524$368 03/31/2024
First Foundation Advisors7,146$354 12/31/2023
     PSI7,146$354 12/31/2023
Prospera Financial Services Inc6,831$338 12/31/2023
     PSI6,831$338 12/31/2023
US Bancorp DE6,724$333 12/31/2023
     PSI6,724$333 12/31/2023
Mariner LLC6,586$326 12/31/2023
     PSI6,586$326 12/31/2023
Ashton Thomas Private Wealth LLC5,627$318 03/31/2024
     PSI5,627$318 03/31/2024
Carr Financial Group Corp6,303$312 12/31/2023
     PSI6,303$312 12/31/2023
Hilltop Holdings Inc.6,204$307 12/31/2023
     PSI6,204$307 12/31/2023
Perigon Wealth Management LLC5,960$295 12/31/2023
     PSI5,960$295 12/31/2023
McGuire Investment Group LLC5,520$273 12/31/2023
     PSI5,520$273 12/31/2023
Buckingham Strategic Wealth LLC5,250$260 12/31/2023
     PSI5,250$260 12/31/2023
Principal Securities Inc.4,954$245 12/31/2023
     PSI4,954$245 12/31/2023
Argent Trust Co4,803$238 12/31/2023
     PSI4,803$238 12/31/2023
Neuberger Berman Group LLC4,770$236 12/31/2023
     PSI4,770$236 12/31/2023
Great Valley Advisor Group Inc.4,526$224 12/31/2023
     PSI4,526$224 12/31/2023
Kestra Private Wealth Services LLC4,490$222 12/31/2023
     PSI4,490$222 12/31/2023
Institute for Wealth Management LLC.4,365$216 12/31/2023
     PSI4,365$216 12/31/2023
Wealth Enhancement Advisory Services LLC3,766$213 03/31/2024
     PSI3,766$213 03/31/2024
MONECO Advisors LLC4,310$213 12/31/2023
     PSI4,310$213 12/31/2023
IFG Advisory LLC4,144$205 12/31/2023
     PSI4,144$205 12/31/2023
Benjamin F. Edwards & Company Inc.4,039$200 12/31/2023
     PSI4,039$200 12/31/2023
JPMorgan Chase & Co.3,587$178 12/31/2023
     PSI3,587$178 12/31/2023
Barclays PLC3,591$178 12/31/2023
     PSI3,591$178 12/31/2023
Farther Finance Advisors LLC3,000$148 12/31/2023
     PSI3,000$148 12/31/2023
Private Trust Co. NA2,499$141 03/31/2024
     PSI2,499$141 03/31/2024
WASHINGTON TRUST Co2,467$139 03/31/2024
     PSI2,467$139 03/31/2024
Ulland Investment Advisors LLC2,705$134 12/31/2023
     PSI2,705$134 12/31/2023
Bank of Montreal Can2,449$123 12/31/2023
     PSI2,449$123 12/31/2023
Centaurus Financial Inc.2,402$119 12/31/2023
     PSI2,402$119 12/31/2023
Spire Wealth Management1,702$96 03/31/2024
     PSI1,702$96 03/31/2024
Qube Research & Technologies Ltd1,841$91 12/31/2023
     PSI1,841$91 12/31/2023
Capital Investment Advisory Services LLC1,716$85 12/31/2023
     PSI1,716$85 12/31/2023
Global Retirement Partners LLC1,392$79 03/31/2024
     PSI1,392$79 03/31/2024
NBC Securities Inc.1,017$57 03/31/2024
     PSI1,017$57 03/31/2024
FMR LLC1,123$56 12/31/2023
     PSI1,123$56 12/31/2023
Aspect Partners LLC909$45 12/31/2023
     PSI909$45 12/31/2023
MV Capital Management Inc.750$42 03/31/2024
     PSI750$42 03/31/2024
GPS Wealth Strategies Group LLC768$38 12/31/2023
     PSI768$38 12/31/2023
Geneos Wealth Management Inc.698$35 12/31/2023
     PSI698$35 12/31/2023
IFP Advisors Inc660$33 12/31/2023
     PSI660$33 12/31/2023
Comerica Bank568$28 12/31/2023
     PSI568$28 12/31/2023
CWM LLC462$26 03/31/2024
     PSI462$26 03/31/2024
Tucker Asset Management LLC507$25 12/31/2023
     PSI507$25 12/31/2023
Newbridge Financial Services Group Inc.425$24 03/31/2024
     PSI425$24 03/31/2024
M&R Capital Management Inc.405$23 03/31/2024
     PSI405$23 03/31/2024
Citigroup Inc.306$15 12/31/2023
     PSI306$15 12/31/2023
Wells Fargo & Company MN196$10 12/31/2023
     PSI196$10 12/31/2023
Frazier Financial Advisors LLC200$10 12/31/2023
     PSI200$10 12/31/2023
Mark Sheptoff Financial Planning LLC175$9 12/31/2023
     PSI175$9 12/31/2023
Aptus Capital Advisors LLC161$8 12/31/2023
     PSI161$8 12/31/2023
Provence Wealth Management Group135$7 12/31/2023
     PSI135$7 12/31/2023
Main Street Group LTD120$6 12/31/2023
     PSI120$6 12/31/2023
VitalStone Financial LLC92$5 12/31/2023
     PSI92$5 12/31/2023
Venturi Wealth Management LLC63$4 03/31/2024
     PSI63$4 03/31/2024
DB Wealth Management Group LLC84$4 12/31/2023
     PSI84$4 12/31/2023
Larson Financial Group LLC51$3 12/31/2023
     PSI51$3 12/31/2023
GWM Advisors LLC33$2 12/31/2023
     PSI33$2 12/31/2023
Wagner Wealth Management LLC21$1 03/31/2024
     PSI21$1 03/31/2024
Parallel Advisors LLC12$1 12/31/2023
     PSI12$1 12/31/2023
ICA Group Wealth Management LLC15$1 12/31/2023
     PSI15$1 12/31/2023
Northwest Financial Advisors12$1 12/31/2023
     PSI12$1 12/31/2023
Cutler Group LP $0 03/31/2024
     Put400$0 03/31/2024
     Call100$0 03/31/2024
DHJJ Financial Advisors Ltd.1$0 03/31/2024
     PSI1$0 03/31/2024
Signaturefd LLC2$0 12/31/2023
     PSI2$0 12/31/2023

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

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