HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PSO Share Count | ||||
| Farther Finance Advisors LLC | 34 | 387 | +353 | +1038.24% |
| Russell Investments Group Ltd. | 61 | 410 | +349 | +572.13% |
| Tower Research Capital LLC TRC | 884 | 2,382 | +1,498 | +169.46% |
| Quantinno Capital Management LP | 51,411 | 89,739 | +38,328 | +74.55% |
| Charles Schwab Investment Management Inc. | 24,872 | 39,390 | +14,518 | +58.37% |
| D. E. Shaw & Co. Inc. | 10,598 | 16,701 | +6,103 | +57.59% |
| Citadel Advisors LLC | 102,127 | 160,578 | +58,451 | +57.23% |
| Bourgeon Capital Management LLC | 23 | 34 | +11 | +47.83% |
| Atlas Capital Advisors LLC | 20,698 | 29,844 | +9,146 | +44.19% |
| Vident Advisory LLC | 19,001 | 25,763 | +6,762 | +35.59% |
| Veriti Management LLC | 17,956 | 24,334 | +6,378 | +35.52% |
| Cerity Partners LLC | 12,522 | 16,751 | +4,229 | +33.77% |
| Mariner LLC | 132,517 | 168,569 | +36,052 | +27.21% |
| Ellevest Inc. | 13,294 | 16,309 | +3,015 | +22.68% |
| Mercer Global Advisors Inc. ADV | 10,181 | 12,175 | +1,994 | +19.59% |
| Franklin Resources Inc. | 18,686 | 22,207 | +3,521 | +18.84% |
| Fifth Third Bancorp | 1,067 | 1,267 | +200 | +18.74% |
| Bank of New York Mellon Corp | 41,345 | 48,787 | +7,442 | +18.00% |
| Quadrant Capital Group LLC | 11,419 | 13,473 | +2,054 | +17.99% |
| Bell Investment Advisors Inc | 365 | 428 | +63 | +17.26% |
| FMR LLC | 197,204 | 229,366 | +32,162 | +16.31% |
| Ballentine Partners LLC | 17,745 | 20,594 | +2,849 | +16.06% |
| Natixis Advisors L.P. | 72,604 | 83,497 | +10,893 | +15.00% |
| US Bancorp DE | 47,315 | 53,600 | +6,285 | +13.28% |
| Creative Planning | 41,467 | 46,263 | +4,796 | +11.57% |
| Crossmark Global Holdings Inc. | 75,005 | 83,338 | +8,333 | +11.11% |
| Cresset Asset Management LLC | 12,560 | 13,945 | +1,385 | +11.03% |
| CWM LLC | 2,024 | 2,207 | +183 | +9.04% |
| First Affirmative Financial Network | 15,191 | 16,519 | +1,328 | +8.74% |
| Ethic Inc. | 97,734 | 106,094 | +8,360 | +8.55% |
| QRG Capital Management Inc. | 16,756 | 18,159 | +1,403 | +8.37% |
| JFS Wealth Advisors LLC | 246 | 266 | +20 | +8.13% |
| Goldman Sachs Group Inc. | 2,096,893 | 2,239,694 | +142,801 | +6.81% |
| BlackRock Inc. | 1,668,829 | 1,782,155 | +113,326 | +6.79% |
| Wetherby Asset Management Inc. | 57,765 | 60,757 | +2,992 | +5.18% |
| JJJ Advisors Inc. | 13,013 | 13,638 | +625 | +4.80% |
| Signaturefd LLC | 13,880 | 14,524 | +644 | +4.64% |
| Allworth Financial LP | 2,063 | 2,126 | +63 | +3.05% |
| Addison Advisors LLC | 7,000 | 7,098 | +98 | +1.40% |
| American Century Companies Inc. | 51,441 | 51,949 | +508 | +0.99% |
| Lindbrook Capital LLC | 3,695 | 3,729 | +34 | +0.92% |
| Northern Trust Corp | 391,476 | 395,020 | +3,544 | +0.91% |
| Sequoia Financial Advisors LLC | 13,315 | 13,359 | +44 | +0.33% |
| Parallel Advisors LLC | 5,383 | 5,399 | +16 | +0.30% |
| Simon Quick Advisors LLC | 14,239 | 14,276 | +37 | +0.26% |
| Lester Murray Antman dba SimplyRich | 28,913 | 28,941 | +28 | +0.10% |
| 13F Filers Reporting New Positions In PSO | ||||
| Principal Securities Inc. | 0 | 22 | +22 | +100% |
| Glenmede Trust Co. NA | 0 | 10,680 | +10,680 | +100% |
| Renaissance Technologies LLC | 0 | 106,400 | +106,400 | +100% |
| Nomura Asset Management Co. Ltd. | 0 | 0 | UNCH | 100% |
| Arrowstreet Capital Limited Partnership | 0 | 771,313 | +771,313 | +100% |
| Parkside Financial Bank & Trust | 0 | 236 | +236 | +100% |
| United Capital Financial Advisers LLC | 0 | 15,210 | +15,210 | +100% |
| Two Sigma Advisers LP | 0 | 23,000 | +23,000 | +100% |
| Barometer Capital Management Inc. | 0 | 9,700 | +9,700 | +100% |
| LMR Partners LLP | 0 | 463,456 | +463,456 | +100% |
| Connor Clark & Lunn Investment Management Ltd. | 0 | 13,883 | +13,883 | +100% |
| GWM Advisors LLC | 0 | 133 | +133 | +100% |
| Larson Financial Group LLC | 0 | 62 | +62 | +100% |
| CVA Family Office LLC | 0 | 191 | +191 | +100% |
| XTX Topco Ltd | 0 | 20,835 | +20,835 | +100% |
| Crane Advisory LLC | 0 | 13,705 | +13,705 | +100% |
| National Wealth Management Group LLC | 0 | 10,228 | +10,228 | +100% |
| Syon Capital LLC | 0 | 23,447 | +23,447 | +100% |
| Bruce G. Allen Investments LLC | 0 | 1,118 | +1,118 | +100% |
| BKM Wealth Management LLC | 0 | 367 | +367 | +100% |
| GAMMA Investing LLC | 0 | 1,529 | +1,529 | +100% |
| Pathstone Holdings LLC | 0 | 55,827 | +55,827 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Harbour Investments Inc. | 79 | 79 | UNCH | 0.00% |
| GW&K Investment Management LLC | 130 | 130 | UNCH | 0.00% |
| Whittier Trust Co. | 2,957 | 2,957 | UNCH | 0.00% |
| FCA Corp TX | 16,000 | 16,000 | UNCH | 0.00% |
| Geode Capital Management LLC | 294,486 | 294,486 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 675 | 675 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,309 | 1,309 | UNCH | 0.00% |
| Mather Group LLC. | 14,745 | 14,745 | UNCH | 0.00% |
| JNBA Financial Advisors | 27,462 | 27,462 | UNCH | 0.00% |
| Glassman Wealth Services | 1,471 | 1,471 | UNCH | 0.00% |
| Zions Bancorporation N.A. | 444 | 444 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 38 | 38 | UNCH | 0.00% |
| Global Retirement Partners LLC | 257 | 257 | UNCH | 0.00% |
| Yousif Capital Management LLC | 11,715 | 11,715 | UNCH | 0.00% |
| Eagle Bay Advisors LLC | 437 | 437 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 104 | 104 | UNCH | 0.00% |
| Great Waters Wealth Management | 14,506 | 14,506 | UNCH | 0.00% |
| True Wealth Design LLC | 19 | 19 | UNCH | 0.00% |
| 13F Filers Decreasing PSO Share Count | ||||
| IFP Advisors Inc | 10,034 | 1,153 | -8,881 | -88.51% |
| Aquatic Capital Management LLC | 4,700 | 1,200 | -3,500 | -74.47% |
| Optiver Holding B.V. | 668,130 | 228,078 | -440,052 | -65.86% |
| Principal Street Partners LLC | 29,430 | 14,794 | -14,636 | -49.73% |
| JPMorgan Chase & Co. | 13,349 | 6,935 | -6,414 | -48.05% |
| 13D Management LLC | 757,583 | 440,384 | -317,199 | -41.87% |
| Advisor Group Holdings Inc. | 30,132 | 17,695 | -12,437 | -41.28% |
| Ronald Blue Trust Inc. | 2,087 | 1,395 | -692 | -33.16% |
| Royal Bank of Canada | 832 | 591 | -241 | -28.97% |
| Advisors Asset Management Inc. | 16,237 | 12,050 | -4,187 | -25.79% |
| Henry James International Management Inc. | 346,518 | 270,333 | -76,185 | -21.99% |
| EverSource Wealth Advisors LLC | 1,536 | 1,283 | -253 | -16.47% |
| Proequities Inc. | 2,613 | 2,239 | -374 | -14.31% |
| Envestnet Asset Management Inc. | 59,441 | 52,653 | -6,788 | -11.42% |
| UMB Bank N A MO | 522 | 467 | -55 | -10.54% |
| Eqis Capital Management Inc. | 19,501 | 17,467 | -2,034 | -10.43% |
| Wells Fargo & Company MN | 11,425 | 10,256 | -1,169 | -10.23% |
| Schonfeld Strategic Advisors LLC | 47,000 | 42,700 | -4,300 | -9.15% |
| The PNC Financial Services Group Inc. | 38,915 | 36,080 | -2,835 | -7.29% |
| Bank of America Corp DE | 98,059 | 91,462 | -6,597 | -6.73% |
| Orion Portfolio Solutions LLC | 35,366 | 33,166 | -2,200 | -6.22% |
| Lazard Asset Management LLC | 5,724 | 5,430 | -294 | -5.14% |
| Morgan Stanley | 2,663,113 | 2,544,600 | -118,513 | -4.45% |
| Lake Street Advisors Group LLC | 12,447 | 11,898 | -549 | -4.41% |
| Dimensional Fund Advisors LP | 2,338,561 | 2,283,779 | -54,782 | -2.34% |
| JustInvest LLC | 58,275 | 56,998 | -1,277 | -2.19% |
| Citigroup Inc. | 5,024 | 4,934 | -90 | -1.79% |
| Evergreen Capital Management LLC | 16,915 | 16,680 | -235 | -1.39% |
| Rhumbline Advisers | 8,169 | 8,057 | -112 | -1.37% |
| HighTower Advisors LLC | 63,030 | 62,286 | -744 | -1.18% |
| Ameriprise Financial Inc. | 21,493 | 21,268 | -225 | -1.05% |
| UBS Group AG | 498,279 | 496,739 | -1,540 | -0.31% |
| CI Private Wealth LLC | 52,789 | 52,642 | -147 | -0.28% |
| 13F Filers Exiting PSO | ||||
| Qube Research & Technologies Ltd | 9,485 | 0 | -9,485 | -100.00% |
| Summit Global Investments | 23,258 | 0 | -23,258 | -100.00% |
| RFG Advisory LLC | 12,467 | 0 | -12,467 | -100.00% |
| Jane Street Group LLC | 898,675 | 0 | -898,675 | -100.00% |
| Bollard Group LLC | 245 | 0 | -245 | -100.00% |
| OLD Mission Capital LLC | 10,133 | 0 | -10,133 | -100.00% |
| Marshall Wace LLP | 21,279 | 0 | -21,279 | -100.00% |
| Millennium Management LLC | 52,566 | 0 | -52,566 | -100.00% |
| BNP Paribas Arbitrage SA | 7,600 | 0 | -7,600 | -100.00% |
| Hartford Investment Management Co. | 50,897 | 0 | -50,897 | -100.00% |
See Summary: Institutional Holders of PSO
See Details: Top 10 Hedge Funds Holding PSO
