HoldingsChannel.com
Funds Holding PWZ
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.5,666,351$154,635 06/30/2020
     PWZ5,666,351$154,635 06/30/2020
Jane Street Group LLC516,105$14,085 06/30/2020
     PWZ516,105$14,085 06/30/2020
Citadel Advisors LLC495,969$13,535 06/30/2020
     PWZ495,969$13,535 06/30/2020
Bank of America Corp DE308,923$8,430 06/30/2020
     PWZ308,923$8,430 06/30/2020
Morgan Stanley289,409$7,898 06/30/2020
     PWZ289,409$7,898 06/30/2020
Brio Consultants LLC191,460$5,225 06/30/2020
     PWZ191,460$5,225 06/30/2020
FMR LLC149,309$4,075 06/30/2020
     PWZ149,309$4,075 06/30/2020
Gerber Kawasaki Wealth & Investment Management149,128$4,069 06/30/2020
     PWZ149,128$4,069 06/30/2020
Ameriprise Financial Inc.143,591$3,919 06/30/2020
     PWZ143,591$3,919 06/30/2020
Regis Management CO LLC129,000$3,528 09/30/2020
     PWZ129,000$3,528 09/30/2020
Strategic Wealth Advisors Group LLC124,504$3,398 06/30/2020
     PWZ124,504$3,398 06/30/2020
UBS Group AG121,445$3,314 06/30/2020
     PWZ121,445$3,314 06/30/2020
Wells Fargo & Company MN110,425$3,013 06/30/2020
     PWZ110,425$3,013 06/30/2020
Steel Peak Wealth Management LLC87,459$2,387 06/30/2020
     PWZ87,459$2,387 06/30/2020
Summit Wealth & Retirement Planning Inc.73,900$2,017 06/30/2020
     PWZ73,900$2,017 06/30/2020
LPL Financial LLC73,469$2,005 06/30/2020
     PWZ73,469$2,005 06/30/2020
Cetera Advisor Networks LLC52,882$1,443 06/30/2020
     PWZ52,882$1,443 06/30/2020
McNaughton Wealth Management LLC44,607$1,232 09/30/2020
     PWZ44,607$1,232 09/30/2020
Susquehanna International Group LLP41,370$1,129 06/30/2020
     PWZ41,370$1,129 06/30/2020
CLS Investments LLC35,711$975 06/30/2020
     PWZ35,711$975 06/30/2020
Keybank National Association OH34,012$928 06/30/2020
     PWZ34,012$928 06/30/2020
Cambridge Investment Research Advisors Inc.25,901$707 06/30/2020
     PWZ25,901$707 06/30/2020
Coe Capital Management LLC23,010$628 06/30/2020
     PWZ23,010$628 06/30/2020
Miracle Mile Advisors LLC22,424$612 06/30/2020
     PWZ22,424$612 06/30/2020
Lincoln National Corp22,365$610 06/30/2020
     PWZ22,365$610 06/30/2020
Advisor Group Holdings Inc.20,509$560 06/30/2020
     PWZ20,509$560 06/30/2020
Partnervest Advisory Services LLC20,231$552 06/30/2020
     PWZ20,231$552 06/30/2020
FLC Capital Advisors18,577$508 06/30/2020
     PWZ18,577$508 06/30/2020
Rockefeller Capital Management L.P.18,461$504 06/30/2020
     PWZ18,461$504 06/30/2020
Atlas Capital Advisors LLC17,679$482 06/30/2020
     PWZ17,679$482 06/30/2020
Destination Wealth Management17,642$481 06/30/2020
     PWZ17,642$481 06/30/2020
Gradient Capital Advisors LLC17,344$479 09/30/2020
     PWZ17,344$479 09/30/2020
Commonwealth Equity Services LLC16,482$449 06/30/2020
     PWZ16,482$449 06/30/2020
Raymond James Financial Services Advisors Inc.16,146$441 06/30/2020
     PWZ16,146$441 06/30/2020
Intellectus Partners LLC14,048$383 06/30/2020
     PWZ14,048$383 06/30/2020
AdvicePeriod LLC11,486$313 06/30/2020
     PWZ11,486$313 06/30/2020
HBW Advisory Services LLC10,654$294 09/30/2020
     PWZ10,654$294 09/30/2020
Global Retirement Partners LLC10,186$281 09/30/2020
     PWZ10,186$281 09/30/2020
Mid Atlantic Financial Management Inc. ADV9,835$268 06/30/2020
     PWZ9,835$268 06/30/2020
Epstein & White Financial LLC8,122$225 09/30/2020
     PWZ8,122$225 09/30/2020
Reilly Financial Advisors LLC8,116$221 06/30/2020
     PWZ8,116$221 06/30/2020
Paulson Wealth Management Inc.7,965$220 09/30/2020
     PWZ7,965$220 09/30/2020
Cypress Wealth Services LLC7,980$218 06/30/2020
     PWZ7,980$218 06/30/2020
Main Management LLC7,400$202 06/30/2020
     PWZ7,400$202 06/30/2020
Citigroup Inc.7,140$195 06/30/2020
     PWZ7,140$195 06/30/2020
Ameritas Investment Partners Inc.5,825$158 06/30/2020
     PWZ5,825$158 06/30/2020
Captrust Financial Advisors5,000$136 06/30/2020
     PWZ5,000$136 06/30/2020
Royal Bank of Canada4,386$120 06/30/2020
     PWZ4,386$120 06/30/2020
S.A. Mason LLC2,500$69 09/30/2020
     PWZ2,500$69 09/30/2020
PNC Financial Services Group Inc.2,000$55 06/30/2020
     PWZ2,000$55 06/30/2020
US Bancorp DE1,978$54 06/30/2020
     PWZ1,978$54 06/30/2020
Bartlett & Co. LLC1,250$35 09/30/2020
     PWZ1,250$35 09/30/2020
BDO Wealth Advisors LLC1,265$35 06/30/2020
     PWZ1,265$35 06/30/2020
Parallel Advisors LLC568$15 06/30/2020
     PWZ568$15 06/30/2020
Northwestern Mutual Wealth Management Co.451$12 06/30/2020
     PWZ451$12 06/30/2020
Sonora Investment Management LLC257$11 06/30/2020
     PWZ257$11 06/30/2020
Tower Research Capital LLC TRC 301$8 06/30/2020
     PWZ301$8 06/30/2020
Knuff & Co LLC292$8 06/30/2020
     PWZ292$8 06/30/2020
Allworth Financial LP155$4 06/30/2020
     PWZ155$4 06/30/2020
Proequities Inc.0$0 06/30/2020
     PWZ0$0 06/30/2020
BlackRock Inc.14$0 06/30/2020
     PWZ14$0 06/30/2020

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

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