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Funds Holding PSR

On this page, we present all of the funds holding PSR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PSR, with a link to that fund's top holdings. The next columns indicate the amount of PSR stock held by each of the funds holding PSR, followed by the PSR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 55 funds holding PSR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cambridge Associates LLC MA ADV. For more details on the positions held by Cambridge Associates LLC MA ADV (or by any of the other funds holding PSR), click the fund name in the "Holder" column of the funds-holding-PSR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cambridge Associates LLC MA ADV87,961$8,046 12/31/2023
     PSR87,961$8,046 12/31/2023
LPL Financial LLC54,609$4,995 12/31/2023
     PSR54,609$4,995 12/31/2023
Invesco Ltd.51,162$4,680 12/31/2023
     PSR51,162$4,680 12/31/2023
Royal Bank of Canada41,398$3,786 12/31/2023
     PSR41,398$3,786 12/31/2023
Morgan Stanley39,401$3,604 12/31/2023
     PSR39,401$3,604 12/31/2023
Steward Partners Investment Advisory LLC39,300$3,595 12/31/2023
     PSR39,300$3,595 12/31/2023
Private Advisor Group LLC21,465$1,963 12/31/2023
     PSR21,465$1,963 12/31/2023
Wells Fargo & Company MN21,246$1,943 12/31/2023
     PSR21,246$1,943 12/31/2023
Moody National Bank Trust Division19,871$1,752 03/31/2024
     PSR19,871$1,752 03/31/2024
Avantax Advisory Services Inc.18,487$1,691 12/31/2023
     PSR18,487$1,691 12/31/2023
AA Financial Advisors LLC14,708$1,345 12/31/2023
     PSR14,708$1,345 12/31/2023
Raymond James Financial Services Advisors Inc.14,545$1,330 12/31/2023
     PSR14,545$1,330 12/31/2023
Field & Main Bank13,880$1,270 12/31/2023
     PSR13,880$1,270 12/31/2023
Advisor Group Holdings Inc.12,748$1,166 12/31/2023
     PSR12,748$1,166 12/31/2023
Citadel Advisors LLC12,152$1,112 12/31/2023
     PSR12,152$1,112 12/31/2023
CENTRAL TRUST Co11,979$1,096 12/31/2023
     PSR11,979$1,096 12/31/2023
Cambridge Investment Research Advisors Inc.9,550$874 12/31/2023
     PSR9,550$874 12/31/2023
Tower Research Capital LLC TRC 8,940$818 12/31/2023
     PSR8,940$818 12/31/2023
Susquehanna International Group LLP7,121$651 12/31/2023
     PSR7,121$651 12/31/2023
Geneos Wealth Management Inc.6,277$574 12/31/2023
     PSR6,277$574 12/31/2023
Glenmede Trust Co. NA5,975$547 12/31/2023
     PSR5,975$547 12/31/2023
Stratos Wealth Advisors LLC6,113$539 03/31/2024
     PSR6,113$539 03/31/2024
Ameritas Investment Partners Inc.5,549$508 12/31/2023
     PSR5,549$508 12/31/2023
Commonwealth Equity Services LLC5,279$483 12/31/2023
     PSR5,279$483 12/31/2023
Itau Unibanco Holding S.A.5,200$476 12/31/2023
     PSR5,200$476 12/31/2023
Montz Harcus Wealth Management LLC5,068$464 12/31/2023
     PSR5,068$464 12/31/2023
Arbor Capital Management Inc. ADV4,992$451 12/31/2023
     PSR4,992$451 12/31/2023
Envestnet Asset Management Inc.4,535$415 12/31/2023
     PSR4,535$415 12/31/2023
Cetera Investment Advisers4,448$407 12/31/2023
     PSR4,448$407 12/31/2023
Change Path LLC4,145$379 12/31/2023
     PSR4,145$379 12/31/2023
Goldman Sachs Group Inc.3,889$356 12/31/2023
     PSR3,889$356 12/31/2023
Merit Financial Group LLC3,508$321 12/31/2023
     PSR3,508$321 12/31/2023
Lowe Brockenbrough & Co. Inc.3,350$306 12/31/2023
     PSR3,350$306 12/31/2023
BEAM Asset Management LLC3,223$295 12/31/2023
     PSR3,223$295 12/31/2023
MML Investors Services LLC2,909$266 12/31/2023
     PSR2,909$266 12/31/2023
Pacific Sun Financial Corp2,737$250 12/31/2023
     PSR2,737$250 12/31/2023
Sculati Wealth Management LLC2,235$204 12/31/2023
     PSR2,235$204 12/31/2023
Fifth Third Bancorp1,500$137 12/31/2023
     PSR1,500$137 12/31/2023
CVA Family Office LLC1,406$124 03/31/2024
     PSR1,406$124 03/31/2024
IFP Advisors Inc958$88 12/31/2023
     PSR958$88 12/31/2023
Main Street Group LTD580$53 12/31/2023
     PSR580$53 12/31/2023
Benjamin F. Edwards & Company Inc.545$50 12/31/2023
     PSR545$50 12/31/2023
EverSource Wealth Advisors LLC242$22 12/31/2023
     PSR242$22 12/31/2023
Householder Group Estate & Retirement Specialist LLC144$13 12/31/2023
     PSR144$13 12/31/2023
Private Trust Co. NA120$11 12/31/2023
     PSR120$11 12/31/2023
Independence Bank of Kentucky100$9 12/31/2023
     PSR100$9 12/31/2023
Global Retirement Partners LLC100$9 12/31/2023
     PSR100$9 12/31/2023
Comerica Bank40$4 12/31/2023
     PSR40$4 12/31/2023
National Bank of Canada FI35$3 12/31/2023
     PSR35$3 12/31/2023
Glass Jacobson Investment Advisors llc32$3 12/31/2023
     PSR32$3 12/31/2023
Principal Securities Inc.16$1 12/31/2023
     PSR16$1 12/31/2023
Brown Brothers Harriman & Co.10$1 12/31/2023
     PSR10$1 12/31/2023
Harbour Investments Inc.9$1 12/31/2023
     PSR9$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PSR0$0 12/31/2023
Blair William & Co. IL4$0 12/31/2023
     PSR4$0 12/31/2023
Baystate Wealth Management LLC0$0 12/31/2023
     PSR0$0 12/31/2023

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

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