HoldingsChannel.com
Funds Holding PSJ
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN260,858$26,023 12/31/2019
     PSJ260,858$26,023 12/31/2019
UBS Group AG170,017$16,961 12/31/2019
     PSJ170,017$16,961 12/31/2019
Morgan Stanley164,541$16,415 12/31/2019
     PSJ164,541$16,415 12/31/2019
HighTower Advisors LLC121,046$12,065 12/31/2019
     PSJ121,046$12,065 12/31/2019
LPL Financial LLC117,985$11,770 12/31/2019
     PSJ117,985$11,770 12/31/2019
Raymond James Financial Services Advisors Inc.76,237$7,605 12/31/2019
     PSJ76,237$7,605 12/31/2019
Bank of America Corp DE63,828$6,367 12/31/2019
     PSJ63,828$6,367 12/31/2019
Sigma Planning Corp60,026$5,988 12/31/2019
     PSJ60,026$5,988 12/31/2019
Ameriprise Financial Inc.53,403$5,310 12/31/2019
     PSJ53,403$5,310 12/31/2019
Raymond James & Associates36,798$3,671 12/31/2019
     PSJ36,798$3,671 12/31/2019
Stifel Financial Corp31,166$3,102 12/31/2019
     PSJ31,166$3,102 12/31/2019
Susquehanna International Group LLP29,317$2,925 12/31/2019
     PSJ29,317$2,925 12/31/2019
Niemann Capital Management Inc.28,534$2,847 12/31/2019
     PSJ28,534$2,847 12/31/2019
Renaissance Investment Consultants Holding Company LLC25,788$2,558 12/31/2019
     PSJ25,788$2,558 12/31/2019
Citadel Advisors LLC21,767$2,171 12/31/2019
     PSJ21,767$2,171 12/31/2019
Cetera Advisors LLC20,198$1,996 12/31/2019
     PSJ20,198$1,996 12/31/2019
Bank of New York Mellon Corp18,000$1,796 12/31/2019
     PSJ18,000$1,796 12/31/2019
IMC Chicago LLC15,326$1,529 12/31/2019
     PSJ15,326$1,529 12/31/2019
Envestnet Asset Management Inc.14,433$1,440 12/31/2019
     PSJ14,433$1,440 12/31/2019
Advisor Group Inc.13,933$1,390 12/31/2019
     PSJ13,933$1,390 12/31/2019
AE Wealth Management LLC12,991$1,296 12/31/2019
     PSJ12,991$1,296 12/31/2019
EP Wealth Advisors LLC12,962$1,293 12/31/2019
     PSJ12,962$1,293 12/31/2019
Alpine Woods Capital Investors LLC12,500$1,247 12/31/2019
     PSJ12,500$1,247 12/31/2019
Cambridge Investment Research Advisors Inc.11,791$1,176 12/31/2019
     PSJ11,791$1,176 12/31/2019
Capital Wealth Alliance LLC10,604$1,067 12/31/2019
     PSJ10,604$1,067 12/31/2019
Truist Financial Corp9,765$974 12/31/2019
     PSJ9,765$974 12/31/2019
Atria Investments LLC9,525$950 12/31/2019
     PSJ9,525$950 12/31/2019
Glassman Wealth Services9,486$946 12/31/2019
     PSJ9,486$946 12/31/2019
Sawtooth Solutions LLC9,182$916 12/31/2019
     PSJ9,182$916 12/31/2019
Summit Trail Advisors LLC8,786$876 12/31/2019
     PSJ8,786$876 12/31/2019
SWS Partners8,503$853 09/30/2019
     PSJ8,503$853 09/30/2019
Wedbush Securities Inc.8,139$812 12/31/2019
     PSJ8,139$812 12/31/2019
Suntrust Banks Inc.10,545$762 09/30/2019
     PSJ10,545$762 09/30/2019
Qube Research & Technologies Ltd6,800$678 12/31/2019
     PSJ6,800$678 12/31/2019
Ladenburg Thalmann Financial Services Inc.6,861$639 09/30/2019
     PSJ6,861$639 09/30/2019
National Asset Management Inc.5,953$594 12/31/2019
     PSJ5,953$594 12/31/2019
1832 Asset Management L.P.6,070$557 09/30/2019
     PSJ6,070$557 09/30/2019
Royal Bank of Canada5,560$555 12/31/2019
     PSJ5,560$555 12/31/2019
Credit Suisse AG5,355$534 12/31/2019
     PSJ5,355$534 12/31/2019
Benjamin F. Edwards & Company Inc.5,063$505 12/31/2019
     PSJ5,063$505 12/31/2019
MML Investors Services LLC5,024$501 12/31/2019
     PSJ5,024$501 12/31/2019
Financial Advocates Investment Management5,007$499 12/31/2019
     PSJ5,007$499 12/31/2019
Commonwealth Equity Services LLC4,537$452 12/31/2019
     PSJ4,537$452 12/31/2019
Glenmede Trust Co. NA4,300$428 12/31/2019
     PSJ4,300$428 12/31/2019
BEAM Asset Management LLC4,129$412 12/31/2019
     PSJ4,129$412 12/31/2019
SkyOak Wealt LLC4,119$411 12/31/2019
     PSJ4,119$411 12/31/2019
Goldman Sachs Group Inc.4,000$399 12/31/2019
     PSJ4,000$399 12/31/2019
Personal CFO Solutions LLC3,968$396 12/31/2019
     PSJ3,968$396 12/31/2019
Creative Planning3,893$388 12/31/2019
     PSJ3,893$388 12/31/2019
Parker Investment Management LLC3,823$381 12/31/2019
     PSJ3,823$381 12/31/2019
Independent Advisor Alliance3,673$366 12/31/2019
     PSJ3,673$366 12/31/2019
Aspiriant LLC3,660$365 12/31/2019
     PSJ3,660$365 12/31/2019
SeaCrest Wealth Management LLC3,375$337 12/31/2019
     PSJ3,375$337 12/31/2019
Avitas Wealth Management LLC3,276$327 12/31/2019
     PSJ3,276$327 12/31/2019
WBH Advisory Inc.3,167$315 12/31/2019
     PSJ3,167$315 12/31/2019
Citigroup Inc.3,130$312 12/31/2019
     PSJ3,130$312 12/31/2019
Financial Gravity Wealth Inc.3,092$288 09/30/2019
     PSJ3,092$288 09/30/2019
First Republic Investment Management Inc.2,776$277 12/31/2019
     PSJ2,776$277 12/31/2019
Pacific Sun Financial Corp2,755$275 12/31/2019
     PSJ2,755$275 12/31/2019
Wealthspire Advisors L.P.2,601$260 12/31/2019
     PSJ2,601$260 12/31/2019
Kingsview Wealth Management LLC2,600$259 12/31/2019
     PSJ2,600$259 12/31/2019
CIBC World Markets Inc.2,561$255 12/31/2019
     PSJ2,561$255 12/31/2019
Clear Creek Financial Management LLC2,376$243 12/31/2019
     PSJ2,376$243 12/31/2019
Captrust Financial Advisors2,300$231 12/31/2019
     PSJ2,300$231 12/31/2019
Signet Financial Management LLC2,151$215 12/31/2019
     PSJ2,151$215 12/31/2019
London & Capital Asset Management Ltd2,110$210 12/31/2019
     PSJ2,110$210 12/31/2019
Merriman Wealth Management LLC2,006$200 12/31/2019
     PSJ2,006$200 12/31/2019
Sowell Financial Services LLC1,975$197 12/31/2019
     PSJ1,975$197 12/31/2019
CWM LLC1,960$196 12/31/2019
     PSJ1,960$196 12/31/2019
Winslow Evans & Crocker Inc.1,940$194 12/31/2019
     PSJ1,940$194 12/31/2019
Migdal Insurance & Financial Holdings Ltd.1,825$182 12/31/2019
     PSJ1,825$182 12/31/2019
NEXT Financial Group Inc1,667$166 12/31/2019
     PSJ1,667$166 12/31/2019
PNC Financial Services Group Inc.1,589$158 12/31/2019
     PSJ1,589$158 12/31/2019
Security National Trust Co.1,000$100 12/31/2019
     PSJ1,000$100 12/31/2019
Financial Architects Inc986$98 12/31/2019
     PSJ986$98 12/31/2019
Mycio Wealth Partners LLC703$70 12/31/2019
     PSJ703$70 12/31/2019
Advisory Services Network LLC438$44 12/31/2019
     PSJ438$44 12/31/2019
Gradient Investments LLC431$43 12/31/2019
     PSJ431$43 12/31/2019
MRA Associates USA LLC350$33 09/30/2019
     PSJ350$33 09/30/2019
Patriot Financial Group Insurance Agency LLC298$30 12/31/2019
     PSJ298$30 12/31/2019
Global Retirement Partners LLC280$28 12/31/2019
     PSJ280$28 12/31/2019
Jacobi Capital Management LLC200$20 12/31/2019
     PSJ200$20 12/31/2019
FMR LLC137$14 12/31/2019
     PSJ137$14 12/31/2019
M&R Capital Management Inc.97$9 12/31/2019
     PSJ97$9 12/31/2019
Steward Partners Investment Advisory LLC100$9 12/31/2019
     PSJ100$9 12/31/2019
Massmutual Trust Co. FSB ADV86$8 09/30/2019
     PSJ86$8 09/30/2019
Bogart Wealth LLC56$6 12/31/2019
     PSJ56$6 12/31/2019
JPMorgan Chase & Co.29$3 12/31/2019
     PSJ29$3 12/31/2019
Certified Advisory Corp28$3 12/31/2019
     PSJ28$3 12/31/2019
Column Capital Advisors LLC30$2 12/31/2019
     PSJ30$2 12/31/2019
Proequities Inc.0$0 12/31/2019
     PSJ0$0 12/31/2019
Tradewinds Capital Management LLC5$0 12/31/2019
     PSJ5$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     PSJ0$0 12/31/2019
EPG Wealth Management LLC0$0 12/31/2019
     PSJ0$0 12/31/2019

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

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