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Funds Holding PUI

On this page, we present all of the funds holding PUI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PUI, with a link to that fund's top holdings. The next columns indicate the amount of PUI stock held by each of the funds holding PUI, followed by the PUI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 26 funds holding PUI 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 PUI), click the fund name in the "Holder" column of the funds-holding-PUI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC91,945$2,934 12/31/2023
     PUI91,945$2,934 12/31/2023
ROI Financial Advisors LLC45,032$1,437 12/31/2023
     PUI45,032$1,437 12/31/2023
Morgan Stanley30,462$972 12/31/2023
     PUI30,462$972 12/31/2023
IMC Chicago LLC23,754$800 03/31/2024
     PUI23,754$800 03/31/2024
Susquehanna International Group LLP21,037$671 12/31/2023
     PUI21,037$671 12/31/2023
Citadel Advisors LLC18,475$590 12/31/2023
     PUI18,475$590 12/31/2023
Capital Advisors Ltd. LLC17,426$587 03/31/2024
     PUI17,426$587 03/31/2024
BCJ Capital Management LLC16,881$539 12/31/2023
     PUI16,881$539 12/31/2023
Benchmark Investment Advisors LLC16,881$539 12/31/2023
     PUI16,881$539 12/31/2023
UBS Group AG13,997$447 12/31/2023
     PUI13,997$447 12/31/2023
National Asset Management Inc.13,960$445 12/31/2023
     PUI13,960$445 12/31/2023
Bank of America Corp DE13,776$440 12/31/2023
     PUI13,776$440 12/31/2023
SignalPoint Asset Management LLC8,800$296 03/31/2024
     PUI8,800$296 03/31/2024
Commonwealth Equity Services LLC8,205$262 12/31/2023
     PUI8,205$262 12/31/2023
Meitav Dash Investments Ltd.7,350$235 12/31/2023
     PUI7,350$235 12/31/2023
Jones Financial Companies Lllp6,560$209 12/31/2023
     PUI6,560$209 12/31/2023
Royal Bank of Canada5,787$185 12/31/2023
     PUI5,787$185 12/31/2023
Advisor Group Holdings Inc.3,350$107 12/31/2023
     PUI3,350$107 12/31/2023
Wells Fargo & Company MN3,104$99 12/31/2023
     PUI3,104$99 12/31/2023
Proequities Inc.727$23 12/31/2023
     PUI727$23 12/31/2023
Bellevue Asset Management LLC715$23 12/31/2023
     PUI715$23 12/31/2023
Capital Investment Advisory Services LLC480$15 12/31/2023
     PUI480$15 12/31/2023
Transamerica Financial Advisors Inc.326$11 12/31/2023
     PUI326$11 12/31/2023
Founders Financial Alliance LLC236$8 12/31/2023
     PUI236$8 12/31/2023
Bank of Montreal Can184$6 12/31/2023
     PUI184$6 12/31/2023
Archer Investment Corp125$4 12/31/2023
     PUI125$4 12/31/2023
Private Trust Co. NA79$3 12/31/2023
     PUI79$3 12/31/2023

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

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