HoldingsChannel.com
On this page, we present all of the funds holding PWZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PWZ, with a link to that fund's top holdings. The next columns indicate the amount of PWZ stock held by each of the funds holding PWZ, followed by the PWZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 92 funds holding PWZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding PWZ), click the fund name in the "Holder" column of the funds-holding-PWZ table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Charles Schwab Investment Advisory Inc. | 9,818,357 | $245,263 | 12/31/2023 |
| PWZ | 9,818,357 | $245,263 | 12/31/2023 |
| Jane Street Group LLC | 3,407,395 | $85,117 | 12/31/2023 |
| PWZ | 3,407,395 | $85,117 | 12/31/2023 |
| Miracle Mile Advisors LLC | 1,594,403 | $39,653 | 03/31/2024 |
| PWZ | 1,594,403 | $39,653 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 1,379,246 | $34,302 | 03/31/2024 |
| PWZ | 1,379,246 | $34,302 | 03/31/2024 |
| First Foundation Advisors | 1,211,962 | $30,275 | 12/31/2023 |
| PWZ | 1,211,962 | $30,275 | 12/31/2023 |
| Bank of America Corp DE | 1,128,578 | $28,192 | 12/31/2023 |
| PWZ | 1,128,578 | $28,192 | 12/31/2023 |
| Gerber Kawasaki Wealth & Investment Management | 863,176 | $21,562 | 12/31/2023 |
| PWZ | 863,176 | $21,562 | 12/31/2023 |
| EP Wealth Advisors LLC | 795,605 | $19,874 | 12/31/2023 |
| PWZ | 795,605 | $19,874 | 12/31/2023 |
| Wells Fargo & Company MN | 713,770 | $17,830 | 12/31/2023 |
| PWZ | 713,770 | $17,830 | 12/31/2023 |
| Bank of Montreal Can | 447,310 | $11,210 | 12/31/2023 |
| PWZ | 447,310 | $11,210 | 12/31/2023 |
| Envestnet Asset Management Inc. | 441,764 | $11,035 | 12/31/2023 |
| PWZ | 441,764 | $11,035 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 438,994 | $10,966 | 12/31/2023 |
| PWZ | 438,994 | $10,966 | 12/31/2023 |
| Morgan Stanley | 411,395 | $10,277 | 12/31/2023 |
| PWZ | 411,395 | $10,277 | 12/31/2023 |
| JPMorgan Chase & Co. | 385,857 | $9,639 | 12/31/2023 |
| PWZ | 385,857 | $9,639 | 12/31/2023 |
| LPL Financial LLC | 309,260 | $7,725 | 12/31/2023 |
| PWZ | 309,260 | $7,725 | 12/31/2023 |
| FMR LLC | 299,776 | $7,488 | 12/31/2023 |
| PWZ | 299,776 | $7,488 | 12/31/2023 |
| Mariner LLC | 283,875 | $7,091 | 12/31/2023 |
| PWZ | 283,875 | $7,091 | 12/31/2023 |
| Ameriprise Financial Inc. | 244,904 | $6,145 | 12/31/2023 |
| PWZ | 244,904 | $6,145 | 12/31/2023 |
| Allworth Financial LP | 190,965 | $4,770 | 12/31/2023 |
| PWZ | 190,965 | $4,770 | 12/31/2023 |
| Renaissance Technologies LLC | 190,611 | $4,761 | 12/31/2023 |
| PWZ | 190,611 | $4,761 | 12/31/2023 |
| Affinity Capital Advisors LLC | 172,398 | $4,288 | 03/31/2024 |
| PWZ | 172,398 | $4,288 | 03/31/2024 |
| First American Trust FSB | 143,818 | $3,593 | 12/31/2023 |
| PWZ | 143,818 | $3,593 | 12/31/2023 |
| Steel Peak Wealth Management LLC | 136,967 | $3,406 | 03/31/2024 |
| PWZ | 136,967 | $3,406 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 122,579 | $3,074 | 12/31/2023 |
| PWZ | 122,579 | $3,074 | 12/31/2023 |
| Wealthsource Partners LLC | 117,259 | $2,929 | 12/31/2023 |
| PWZ | 117,259 | $2,929 | 12/31/2023 |
| UBS Group AG | 81,896 | $2,046 | 12/31/2023 |
| PWZ | 81,896 | $2,046 | 12/31/2023 |
| Pure Financial Advisors Inc. | 76,387 | $1,900 | 03/31/2024 |
| PWZ | 76,387 | $1,900 | 03/31/2024 |
| Advisor Group Holdings Inc. | 71,698 | $1,791 | 12/31/2023 |
| PWZ | 71,698 | $1,791 | 12/31/2023 |
| McNaughton Wealth Management LLC | 71,735 | $1,784 | 03/31/2024 |
| PWZ | 71,735 | $1,784 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 70,000 | $1,741 | 03/31/2024 |
| PWZ | 70,000 | $1,741 | 03/31/2024 |
| Prospera Financial Services Inc | 68,081 | $1,701 | 12/31/2023 |
| PWZ | 68,081 | $1,701 | 12/31/2023 |
| Journey Strategic Wealth LLC | 67,296 | $1,681 | 12/31/2023 |
| PWZ | 67,296 | $1,681 | 12/31/2023 |
| Keybank National Association OH | 63,082 | $1,576 | 12/31/2023 |
| PWZ | 63,082 | $1,576 | 12/31/2023 |
| SimpliFi Inc. | 64,991 | $1,525 | 12/31/2023 |
| PWZ | 64,991 | $1,525 | 12/31/2023 |
| Lodestar Private Asset Management LLC | 60,673 | $1,516 | 12/31/2023 |
| PWZ | 60,673 | $1,516 | 12/31/2023 |
| Susquehanna International Group LLP | 60,161 | $1,503 | 12/31/2023 |
| PWZ | 60,161 | $1,503 | 12/31/2023 |
| Dfpg Investments LLC | 58,520 | $1,464 | 12/31/2023 |
| PWZ | 58,520 | $1,464 | 12/31/2023 |
| Williams & Novak LLC | 47,800 | $1,194 | 03/31/2024 |
| PWZ | 47,800 | $1,194 | 03/31/2024 |
| Bank of New York Mellon Corp | 41,209 | $1,029 | 12/31/2023 |
| PWZ | 41,209 | $1,029 | 12/31/2023 |
| Wealthfront Advisers LLC | 34,999 | $874 | 12/31/2023 |
| PWZ | 34,999 | $874 | 12/31/2023 |
| FOCUS Wealth Advisors LLC | 35,039 | $871 | 03/31/2024 |
| PWZ | 35,039 | $871 | 03/31/2024 |
| Cerity Partners LLC | 30,112 | $752 | 12/31/2023 |
| PWZ | 30,112 | $752 | 12/31/2023 |
| NewEdge Wealth LLC | 28,785 | $719 | 12/31/2023 |
| PWZ | 28,785 | $719 | 12/31/2023 |
| Honkamp Krueger Financial Services Inc. | 26,746 | $668 | 12/31/2023 |
| PWZ | 26,746 | $668 | 12/31/2023 |
| Dimension Capital Management LLC | 26,232 | $655 | 12/31/2023 |
| PWZ | 26,232 | $655 | 12/31/2023 |
| Fisher Asset Management LLC | 26,000 | $649 | 12/31/2023 |
| PWZ | 26,000 | $649 | 12/31/2023 |
| Omega Financial Group LLC | 24,382 | $606 | 03/31/2024 |
| PWZ | 24,382 | $606 | 03/31/2024 |
| Warren Street Wealth Advisors LLC | 23,871 | $596 | 12/31/2023 |
| PWZ | 23,871 | $596 | 12/31/2023 |
| Mattern Capital Management LLC | 22,740 | $568 | 12/31/2023 |
| PWZ | 22,740 | $568 | 12/31/2023 |
| HighTower Advisors LLC | 22,410 | $558 | 12/31/2023 |
| PWZ | 22,410 | $558 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 20,927 | $523 | 12/31/2023 |
| PWZ | 20,927 | $523 | 12/31/2023 |
| Cetera Advisor Networks LLC | 20,059 | $501 | 12/31/2023 |
| PWZ | 20,059 | $501 | 12/31/2023 |
| Creative Planning | 19,489 | $487 | 12/31/2023 |
| PWZ | 19,489 | $487 | 12/31/2023 |
| Commonwealth Equity Services LLC | 17,973 | $449 | 12/31/2023 |
| PWZ | 17,973 | $449 | 12/31/2023 |
| Alpha Cubed Investments LLC | 17,790 | $444 | 12/31/2023 |
| PWZ | 17,790 | $444 | 12/31/2023 |
| Global Retirement Partners LLC | 17,596 | $442 | 12/31/2023 |
| PWZ | 17,596 | $442 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 17,668 | $439 | 03/31/2024 |
| PWZ | 17,668 | $439 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 16,872 | $421 | 12/31/2023 |
| PWZ | 16,872 | $421 | 12/31/2023 |
| Avantax Advisory Services Inc. | 16,217 | $405 | 12/31/2023 |
| PWZ | 16,217 | $405 | 12/31/2023 |
| Boyd Wealth Management LLC | 15,895 | $397 | 12/31/2023 |
| PWZ | 15,895 | $397 | 12/31/2023 |
| Stifel Financial Corp | 14,697 | $367 | 12/31/2023 |
| PWZ | 14,697 | $367 | 12/31/2023 |
| Waddell & Associates LLC | 14,125 | $353 | 12/31/2023 |
| PWZ | 14,125 | $353 | 12/31/2023 |
| Spinnaker Investment Group LLC | 13,472 | $337 | 12/31/2023 |
| PWZ | 13,472 | $337 | 12/31/2023 |
| Royal Bank of Canada | 13,267 | $331 | 12/31/2023 |
| PWZ | 13,267 | $331 | 12/31/2023 |
 Citadel Advisors LLC | $300 | 12/31/2023 | |
| PWZ | 13,025 | $325 | 12/31/2023 |
| Put | 1,000 | $25 | 12/31/2023 |
| Hennion & Walsh Asset Management Inc. | 11,466 | $285 | 03/31/2024 |
| PWZ | 11,466 | $285 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 10,862 | $271 | 12/31/2023 |
| PWZ | 10,862 | $271 | 12/31/2023 |
| Laurel Wealth Planning LLC | 10,224 | $255 | 12/31/2023 |
| PWZ | 10,224 | $255 | 12/31/2023 |
| Southland Equity Partners LLC | 9,950 | $247 | 03/31/2024 |
| PWZ | 9,950 | $247 | 03/31/2024 |
| CI Private Wealth LLC | 9,729 | $243 | 12/31/2023 |
| PWZ | 9,729 | $243 | 12/31/2023 |
| National Asset Management Inc. | 9,392 | $235 | 12/31/2023 |
| PWZ | 9,392 | $235 | 12/31/2023 |
| Myecfo LLC | 8,400 | $209 | 03/31/2024 |
| PWZ | 8,400 | $209 | 03/31/2024 |
| STA Wealth Management LLC | 8,113 | $203 | 12/31/2023 |
| PWZ | 8,113 | $203 | 12/31/2023 |
| Main Management LLC | 5,842 | $146 | 12/31/2023 |
| PWZ | 5,842 | $146 | 12/31/2023 |
| US Bancorp DE | 5,805 | $145 | 12/31/2023 |
| PWZ | 5,805 | $145 | 12/31/2023 |
| DAGCO Inc. | 4,687 | $117 | 12/31/2023 |
| PWZ | 4,687 | $117 | 12/31/2023 |
| Dynamic Wealth Strategies LLC | 4,687 | $117 | 12/31/2023 |
| PWZ | 4,687 | $117 | 12/31/2023 |
| Comerica Bank | 4,074 | $102 | 12/31/2023 |
| PWZ | 4,074 | $102 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 3,851 | $96 | 12/31/2023 |
| PWZ | 3,851 | $96 | 12/31/2023 |
| ZRC Wealth Management LLC | 2,927 | $69 | 12/31/2023 |
| PWZ | 2,927 | $69 | 12/31/2023 |
| Bartlett & Co. LLC | 1,430 | $36 | 12/31/2023 |
| PWZ | 1,430 | $36 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 1,430 | $36 | 12/31/2023 |
| PWZ | 1,430 | $36 | 12/31/2023 |
| S.A. Mason LLC | 1,400 | $35 | 03/31/2024 |
| PWZ | 1,400 | $35 | 03/31/2024 |
| Tidemark LLC | 1,148 | $29 | 12/31/2023 |
| PWZ | 1,148 | $29 | 12/31/2023 |
| Citigroup Inc. | 1,000 | $25 | 12/31/2023 |
| PWZ | 1,000 | $25 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 665 | $16 | 12/31/2023 |
| PWZ | 665 | $16 | 12/31/2023 |
| Versant Capital Management Inc | 370 | $9 | 03/31/2024 |
| PWZ | 370 | $9 | 03/31/2024 |
| Tower Research Capital LLC TRC | 301 | $8 | 12/31/2023 |
| PWZ | 301 | $8 | 12/31/2023 |
| SRS Capital Advisors Inc. | 339 | $8 | 12/31/2023 |
| PWZ | 339 | $8 | 12/31/2023 |
| IFP Advisors Inc | 287 | $7 | 12/31/2023 |
| PWZ | 287 | $7 | 12/31/2023 |
| Planned Solutions Inc. | 294 | $7 | 12/31/2023 |
| PWZ | 294 | $7 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PWZ | 0 | $0 | 12/31/2023 |
| Smartleaf Asset Management LLC | 1 | $0 | 12/31/2023 |
| PWZ | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PWZ
See Details: Top 10 Hedge Funds Holding PWZ
Also See: PWZ Holdings Changes
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