There is a long list of 401 institutional holders of PHYS within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PHYS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PHYS table below, the initial column indicates the name of each top institutional holder of PHYS, with a link to that fund's top holdings. The next columns indicate the amount of PHYS stock held by each of the institutional holders of PHYS, followed by the PHYS position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
CENTRAL TRUST Co | 6,395,228 | $110,637 | 03/31/2024 |
PHYS | 6,395,228 | $110,637 | 03/31/2024 |
Morgan Stanley | 6,835,046 | $108,882 | 12/31/2023 |
PHYS | 6,835,046 | $108,882 | 12/31/2023 |
Evanson Asset Management LLC | 6,122,779 | $105,924 | 03/31/2024 |
PHYS | 6,122,779 | $105,924 | 03/31/2024 |
Royal Bank of Canada | 5,605,316 | $89,292 | 12/31/2023 |
PHYS | 5,605,316 | $89,292 | 12/31/2023 |
Simplicity Wealth LLC | 3,903,253 | $67,526 | 03/31/2024 |
PHYS | 3,903,253 | $67,526 | 03/31/2024 |
Pekin Hardy Strauss Inc. | 4,154,931 | $66,188 | 12/31/2023 |
PHYS | 4,154,931 | $66,188 | 12/31/2023 |
Sawtooth Solutions LLC | 3,943,738 | $62,824 | 12/31/2023 |
PHYS | 3,943,738 | $62,824 | 12/31/2023 |
Bleakley Financial Group LLC | 3,868,009 | $61,617 | 12/31/2023 |
PHYS | 3,868,009 | $61,617 | 12/31/2023 |
Truist Financial Corp | 2,703,368 | $43,065 | 12/31/2023 |
PHYS | 2,703,368 | $43,065 | 12/31/2023 |
Jupiter Asset Management Ltd. | 2,533,482 | $40,358 | 12/31/2023 |
PHYS | 2,533,482 | $40,358 | 12/31/2023 |
South State CORP. | 2,021,276 | $32,199 | 12/31/2023 |
PHYS | 2,021,276 | $32,199 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 1,752,721 | $30,322 | 03/31/2024 |
PHYS | 1,752,721 | $30,322 | 03/31/2024 |
Captrust Financial Advisors | 1,751,427 | $27,900 | 12/31/2023 |
PHYS | 1,751,427 | $27,900 | 12/31/2023 |
Wells Fargo & Company MN | 1,504,105 | $23,960 | 12/31/2023 |
PHYS | 1,504,105 | $23,960 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,495,497 | $23,823 | 12/31/2023 |
PHYS | 1,495,497 | $23,823 | 12/31/2023 |
Forest Hill Capital LLC | 1,448,500 | $23,075 | 12/31/2023 |
PHYS | 1,448,500 | $23,075 | 12/31/2023 |
Sowell Financial Services LLC | 1,337,872 | $21,312 | 12/31/2023 |
PHYS | 1,337,872 | $21,312 | 12/31/2023 |
Jane Street Group LLC | 1,276,818 | $20,340 | 12/31/2023 |
PHYS | 1,276,818 | $20,340 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,211,321 | $19,296 | 12/31/2023 |
PHYS | 1,211,321 | $19,296 | 12/31/2023 |
Howland Capital Management LLC | 1,111,927 | $17,713 | 12/31/2023 |
PHYS | 1,111,927 | $17,713 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,067,443 | $17,004 | 12/31/2023 |
PHYS | 1,067,443 | $17,004 | 12/31/2023 |
LPL Financial LLC | 1,061,636 | $16,912 | 12/31/2023 |
PHYS | 1,061,636 | $16,912 | 12/31/2023 |
Cetera Advisor Networks LLC | 987,141 | $15,725 | 12/31/2023 |
PHYS | 987,141 | $15,725 | 12/31/2023 |
Auxano Advisors LLC | 940,958 | $14,989 | 12/31/2023 |
PHYS | 940,958 | $14,989 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 921,507 | $14,680 | 12/31/2023 |
PHYS | 921,507 | $14,680 | 12/31/2023 |
Capital Wealth Alliance LLC | 867,676 | $13,824 | 12/31/2023 |
PHYS | 867,676 | $13,824 | 12/31/2023 |
Bank of America Corp DE | 866,598 | $13,805 | 12/31/2023 |
PHYS | 866,598 | $13,805 | 12/31/2023 |
Concorde Financial Corp | 860,591 | $13,709 | 12/31/2023 |
PHYS | 860,591 | $13,709 | 12/31/2023 |
Meixler Investment Management Ltd. | 845,119 | $13,463 | 12/31/2023 |
PHYS | 845,119 | $13,463 | 12/31/2023 |
HighTower Advisors LLC | 834,757 | $13,296 | 12/31/2023 |
PHYS | 834,757 | $13,296 | 12/31/2023 |
Janney Montgomery Scott LLC | 811,603 | $12,929 | 12/31/2023 |
PHYS | 811,603 | $12,929 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 767,237 | $12,222 | 12/31/2023 |
PHYS | 767,237 | $12,222 | 12/31/2023 |
Raymond James & Associates | 696,118 | $12,043 | 03/31/2024 |
PHYS | 696,118 | $12,043 | 03/31/2024 |
Van Den Berg Management I Inc. | 712,478 | $11,350 | 12/31/2023 |
PHYS | 712,478 | $11,350 | 12/31/2023 |
Bridge Advisory LLC | 645,284 | $11,163 | 03/31/2024 |
PHYS | 645,284 | $11,163 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 614,315 | $10,628 | 03/31/2024 |
PHYS | 614,315 | $10,628 | 03/31/2024 |
Bank of Montreal Can | 645,787 | $10,417 | 12/31/2023 |
PHYS | 645,787 | $10,417 | 12/31/2023 |
TCP Asset Management LLC | 574,132 | $9,932 | 03/31/2024 |
PHYS | 574,132 | $9,932 | 03/31/2024 |
Cannell Peter B & Co. Inc. | 618,340 | $9,850 | 12/31/2023 |
PHYS | 618,340 | $9,850 | 12/31/2023 |
Beacon Pointe Advisors LLC | 596,608 | $9,504 | 12/31/2023 |
PHYS | 596,608 | $9,504 | 12/31/2023 |
Quilter Plc | 579,232 | $9,233 | 12/31/2023 |
PHYS | 579,232 | $9,233 | 12/31/2023 |
SMI Advisory Services LLC | 502,316 | $9,162 | 03/31/2024 |
PHYS | 502,316 | $9,162 | 03/31/2024 |
Baird Financial Group Inc. | 557,782 | $8,885 | 12/31/2023 |
PHYS | 557,782 | $8,885 | 12/31/2023 |
Philadelphia Trust Co. | 546,587 | $8,707 | 12/31/2023 |
PHYS | 546,587 | $8,707 | 12/31/2023 |
National Bank of Canada FI | 512,157 | $8,116 | 12/31/2023 |
PHYS | 512,157 | $8,116 | 12/31/2023 |
Cohen & Steers Inc. | 497,155 | $7,920 | 12/31/2023 |
PHYS | 497,155 | $7,920 | 12/31/2023 |
CIBC World Markets Inc. | 493,096 | $7,855 | 12/31/2023 |
PHYS | 493,096 | $7,855 | 12/31/2023 |
Laird Norton Trust Company LLC | 482,889 | $7,692 | 12/31/2023 |
PHYS | 482,889 | $7,692 | 12/31/2023 |
Equitable Holdings Inc. | 479,074 | $7,632 | 12/31/2023 |
PHYS | 479,074 | $7,632 | 12/31/2023 |
Global Endowment Management LP | 476,000 | $7,583 | 12/31/2023 |
PHYS | 476,000 | $7,583 | 12/31/2023 |
See All: Funds Holding PHYS
See Details: Top 10 Hedge Funds Holding PHYS
Also See: PHYS Holdings Changes
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