HoldingsChannel.com
Funds Holding PSO

On this page, we present all of the funds holding PSO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PSO, with a link to that fund's top holdings. The next columns indicate the amount of PSO stock held by each of the funds holding PSO, followed by the PSO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 119 funds holding PSO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PSO), click the fund name in the "Holder" column of the funds-holding-PSO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,544,600$31,273 12/31/2023
     PSO2,544,600$31,273 12/31/2023
Dimensional Fund Advisors LP2,283,779$28,068 12/31/2023
     PSO2,283,779$28,068 12/31/2023
Goldman Sachs Group Inc.2,239,694$27,526 12/31/2023
     PSO2,239,694$27,526 12/31/2023
BlackRock Inc.1,782,155$21,903 12/31/2023
     PSO1,782,155$21,903 12/31/2023
Arrowstreet Capital Limited Partnership771,313$9,479 12/31/2023
     PSO771,313$9,479 12/31/2023
UBS Group AG496,739$6,105 12/31/2023
     PSO496,739$6,105 12/31/2023
LMR Partners LLP463,456$5,696 12/31/2023
     PSO463,456$5,696 12/31/2023
13D Management LLC440,384$5,412 12/31/2023
     PSO440,384$5,412 12/31/2023
Northern Trust Corp395,020$4,855 12/31/2023
     PSO395,020$4,855 12/31/2023
Geode Capital Management LLC294,486$3,619 12/31/2023
     PSO294,486$3,619 12/31/2023
Henry James International Management Inc.270,333$3,322 12/31/2023
     PSO270,333$3,322 12/31/2023
FMR LLC229,366$2,819 12/31/2023
     PSO229,366$2,819 12/31/2023
Optiver Holding B.V.228,078$2,800 12/31/2023
     PSO228,078$2,800 12/31/2023
Mariner LLC168,569$2,072 12/31/2023
     PSO168,569$2,072 12/31/2023
Citadel Advisors LLC $1,984 12/31/2023
     PSO160,578$1,974 12/31/2023
     Call800$10 12/31/2023
Renaissance Technologies LLC106,400$1,308 12/31/2023
     PSO106,400$1,308 12/31/2023
Ethic Inc.106,094$1,304 12/31/2023
     PSO106,094$1,304 12/31/2023
Bank of America Corp DE91,462$1,124 12/31/2023
     PSO91,462$1,124 12/31/2023
Quantinno Capital Management LP89,739$1,103 12/31/2023
     PSO89,739$1,103 12/31/2023
Natixis Advisors L.P.83,497$1,026 12/31/2023
     PSO83,497$1,026 12/31/2023
Crossmark Global Holdings Inc.83,338$1,024 12/31/2023
     PSO83,338$1,024 12/31/2023
HighTower Advisors LLC62,286$763 12/31/2023
     PSO62,286$763 12/31/2023
Wetherby Asset Management Inc.60,757$747 12/31/2023
     PSO60,757$747 12/31/2023
JustInvest LLC56,998$701 12/31/2023
     PSO56,998$701 12/31/2023
Pathstone Holdings LLC55,827$686 12/31/2023
     PSO55,827$686 12/31/2023
US Bancorp DE53,600$659 12/31/2023
     PSO53,600$659 12/31/2023
Envestnet Asset Management Inc.52,653$647 12/31/2023
     PSO52,653$647 12/31/2023
CI Private Wealth LLC52,642$647 12/31/2023
     PSO52,642$647 12/31/2023
American Century Companies Inc.51,949$638 12/31/2023
     PSO51,949$638 12/31/2023
Bank of New York Mellon Corp48,787$600 12/31/2023
     PSO48,787$600 12/31/2023
Creative Planning46,263$569 12/31/2023
     PSO46,263$569 12/31/2023
Schonfeld Strategic Advisors LLC42,700$525 12/31/2023
     PSO42,700$525 12/31/2023
Charles Schwab Investment Management Inc.39,390$484 12/31/2023
     PSO39,390$484 12/31/2023
The PNC Financial Services Group Inc.36,080$443 12/31/2023
     PSO36,080$443 12/31/2023
Orion Portfolio Solutions LLC33,166$415 12/31/2023
     PSO33,166$415 12/31/2023
Atlas Capital Advisors LLC28,187$371 03/31/2024
     PSO28,187$371 03/31/2024
Lester Murray Antman dba SimplyRich28,941$356 12/31/2023
     PSO28,941$356 12/31/2023
JNBA Financial Advisors27,462$338 12/31/2023
     PSO27,462$338 12/31/2023
Ballentine Partners LLC24,465$322 03/31/2024
     PSO24,465$322 03/31/2024
Vident Advisory LLC25,763$317 12/31/2023
     PSO25,763$317 12/31/2023
Alaska Permanent Fund Corp23,729$312 03/31/2024
     PSO23,729$312 03/31/2024
Veriti Management LLC22,636$298 03/31/2024
     PSO22,636$298 03/31/2024
Syon Capital LLC23,447$288 12/31/2023
     PSO23,447$288 12/31/2023
Two Sigma Advisers LP23,000$283 12/31/2023
     PSO23,000$283 12/31/2023
Franklin Resources Inc.22,207$273 12/31/2023
     PSO22,207$273 12/31/2023
Ameriprise Financial Inc.21,268$261 12/31/2023
     PSO21,268$261 12/31/2023
XTX Topco Ltd20,835$256 12/31/2023
     PSO20,835$256 12/31/2023
QRG Capital Management Inc.18,159$223 12/31/2023
     PSO18,159$223 12/31/2023
JJJ Advisors Inc.16,903$222 03/31/2024
     PSO16,903$222 03/31/2024
Advisor Group Holdings Inc.17,695$217 12/31/2023
     PSO17,695$217 12/31/2023
Eqis Capital Management Inc.17,467$215 12/31/2023
     PSO17,467$215 12/31/2023
First Affirmative Financial Network16,041$211 03/31/2024
     PSO16,041$211 03/31/2024
Cerity Partners LLC16,751$206 12/31/2023
     PSO16,751$206 12/31/2023
D. E. Shaw & Co. Inc.16,701$205 12/31/2023
     PSO16,701$205 12/31/2023
Evergreen Capital Management LLC16,680$205 12/31/2023
     PSO16,680$205 12/31/2023
Ellevest Inc.16,309$200 12/31/2023
     PSO16,309$200 12/31/2023
FCA Corp TX16,000$197 12/31/2023
     PSO16,000$197 12/31/2023
Great Waters Wealth Management14,506$191 03/31/2024
     PSO14,506$191 03/31/2024
Simon Quick Advisors LLC14,299$188 03/31/2024
     PSO14,299$188 03/31/2024
United Capital Financial Advisers LLC15,210$187 12/31/2023
     PSO15,210$187 12/31/2023
Principal Street Partners LLC14,794$182 12/31/2023
     PSO14,794$182 12/31/2023
Mather Group LLC.14,745$181 03/31/2024
     PSO14,745$181 03/31/2024
Signaturefd LLC14,524$178 12/31/2023
     PSO14,524$178 12/31/2023
Crane Advisory LLC13,705$174 03/31/2024
     PSO13,705$174 03/31/2024
Connor Clark & Lunn Investment Management Ltd.13,883$171 12/31/2023
     PSO13,883$171 12/31/2023
Cresset Asset Management LLC13,945$171 12/31/2023
     PSO13,945$171 12/31/2023
Quadrant Capital Group LLC13,473$166 12/31/2023
     PSO13,473$166 12/31/2023
Sequoia Financial Advisors LLC13,359$164 12/31/2023
     PSO13,359$164 12/31/2023
Mercer Global Advisors Inc. ADV12,175$150 12/31/2023
     PSO12,175$150 12/31/2023
Advisors Asset Management Inc.12,050$148 12/31/2023
     PSO12,050$148 12/31/2023
Lake Street Advisors Group LLC11,898$146 12/31/2023
     PSO11,898$146 12/31/2023
Yousif Capital Management LLC11,715$144 12/31/2023
     PSO11,715$144 12/31/2023
Glenmede Trust Co. NA10,680$131 12/31/2023
     PSO10,680$131 12/31/2023
Wells Fargo & Company MN10,256$126 12/31/2023
     PSO10,256$126 12/31/2023
National Wealth Management Group LLC10,228$126 12/31/2023
     PSO10,228$126 12/31/2023
Barometer Capital Management Inc.9,700$119 12/31/2023
     PSO9,700$119 12/31/2023
Rhumbline Advisers8,057$99 12/31/2023
     PSO8,057$99 12/31/2023
Addison Advisors LLC7,098$87 12/31/2023
     PSO7,098$87 12/31/2023
JPMorgan Chase & Co.6,935$85 12/31/2023
     PSO6,935$85 12/31/2023
Lazard Asset Management LLC5,430$66 12/31/2023
     PSO5,430$66 12/31/2023
Parallel Advisors LLC5,399$66 12/31/2023
     PSO5,399$66 12/31/2023
Citigroup Inc.4,934$61 12/31/2023
     PSO4,934$61 12/31/2023
CWM LLC3,795$50 03/31/2024
     PSO3,795$50 03/31/2024
Lindbrook Capital LLC3,729$46 12/31/2023
     PSO3,729$46 12/31/2023
Whittier Trust Co.2,957$36 12/31/2023
     PSO2,957$36 12/31/2023
Tower Research Capital LLC TRC 2,382$29 12/31/2023
     PSO2,382$29 12/31/2023
Proequities Inc. $28 12/31/2023
     PSO2,239$28 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
GAMMA Investing LLC1,943$26 03/31/2024
     PSO1,943$26 03/31/2024
Allworth Financial LP2,126$26 12/31/2023
     PSO2,126$26 12/31/2023
Glassman Wealth Services1,471$18 12/31/2023
     PSO1,471$18 12/31/2023
Ronald Blue Trust Inc.1,395$17 12/31/2023
     PSO1,395$17 12/31/2023
EverSource Wealth Advisors LLC1,283$16 12/31/2023
     PSO1,283$16 12/31/2023
Fifth Third Bancorp1,150$15 03/31/2024
     PSO1,150$15 03/31/2024
Bruce G. Allen Investments LLC1,118$15 03/31/2024
     PSO1,118$15 03/31/2024
Aquatic Capital Management LLC1,200$15 12/31/2023
     PSO1,200$15 12/31/2023
IFP Advisors Inc1,153$14 12/31/2023
     PSO1,153$14 12/31/2023
WealthCollab LLC790$10 12/31/2023
     PSO790$10 12/31/2023
GHP Investment Advisors Inc.675$8 12/31/2023
     PSO675$8 12/31/2023
Royal Bank of Canada591$7 12/31/2023
     PSO591$7 12/31/2023
UMB Bank N A MO467$6 12/31/2023
     PSO467$6 12/31/2023
Zions Bancorporation N.A.444$5 12/31/2023
     PSO444$5 12/31/2023
Russell Investments Group Ltd.410$5 12/31/2023
     PSO410$5 12/31/2023
Eagle Bay Advisors LLC437$5 12/31/2023
     PSO437$5 12/31/2023
Bell Investment Advisors Inc428$5 12/31/2023
     PSO428$5 12/31/2023
Farther Finance Advisors LLC387$5 12/31/2023
     PSO387$5 12/31/2023
Global Retirement Partners LLC257$3 03/31/2024
     PSO257$3 03/31/2024
CVA Family Office LLC191$3 03/31/2024
     PSO191$3 03/31/2024
Parkside Financial Bank & Trust236$3 12/31/2023
     PSO236$3 12/31/2023
JFS Wealth Advisors LLC266$3 12/31/2023
     PSO266$3 12/31/2023
GW&K Investment Management LLC130$2 12/31/2023
     PSO130$2 12/31/2023
GWM Advisors LLC133$2 12/31/2023
     PSO133$2 12/31/2023
Newbridge Financial Services Group Inc.104$1 03/31/2024
     PSO104$1 03/31/2024
Harbour Investments Inc.79$1 12/31/2023
     PSO79$1 12/31/2023
Larson Financial Group LLC62$1 12/31/2023
     PSO62$1 12/31/2023
Principal Securities Inc.22$0 12/31/2023
     PSO22$0 12/31/2023
Huntington National Bank1$0 12/31/2023
     PSO1$0 12/31/2023
Nomura Asset Management Co. Ltd.0$0 12/31/2023
     PSO0$0 12/31/2023
Financial Gravity Asset Management Inc.38$0 12/31/2023
     PSO38$0 12/31/2023
True Wealth Design LLC19$0 12/31/2023
     PSO19$0 12/31/2023
Genus Capital Management Inc.26,900$-330,601 12/31/2023
     Put26,900$330,601 12/31/2023

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

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