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Institutional Holders of PHYS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
CENTRAL TRUST Co6,395,228$110,637 03/31/2024
     PHYS6,395,228$110,637 03/31/2024
Morgan Stanley6,835,046$108,882 12/31/2023
     PHYS6,835,046$108,882 12/31/2023
Evanson Asset Management LLC6,122,779$105,924 03/31/2024
     PHYS6,122,779$105,924 03/31/2024
Royal Bank of Canada5,605,316$89,292 12/31/2023
     PHYS5,605,316$89,292 12/31/2023
Simplicity Wealth LLC3,903,253$67,526 03/31/2024
     PHYS3,903,253$67,526 03/31/2024
Pekin Hardy Strauss Inc.4,154,931$66,188 12/31/2023
     PHYS4,154,931$66,188 12/31/2023
Sawtooth Solutions LLC3,943,738$62,824 12/31/2023
     PHYS3,943,738$62,824 12/31/2023
Bleakley Financial Group LLC3,868,009$61,617 12/31/2023
     PHYS3,868,009$61,617 12/31/2023
Truist Financial Corp2,703,368$43,065 12/31/2023
     PHYS2,703,368$43,065 12/31/2023
Jupiter Asset Management Ltd.2,533,482$40,358 12/31/2023
     PHYS2,533,482$40,358 12/31/2023
South State CORP.2,021,276$32,199 12/31/2023
     PHYS2,021,276$32,199 12/31/2023
Cambridge Investment Research Advisors Inc.1,752,721$30,322 03/31/2024
     PHYS1,752,721$30,322 03/31/2024
Captrust Financial Advisors1,751,427$27,900 12/31/2023
     PHYS1,751,427$27,900 12/31/2023
Wells Fargo & Company MN1,504,105$23,960 12/31/2023
     PHYS1,504,105$23,960 12/31/2023
Commonwealth Equity Services LLC1,495,497$23,823 12/31/2023
     PHYS1,495,497$23,823 12/31/2023
Forest Hill Capital LLC1,448,500$23,075 12/31/2023
     PHYS1,448,500$23,075 12/31/2023
Sowell Financial Services LLC1,337,872$21,312 12/31/2023
     PHYS1,337,872$21,312 12/31/2023
Jane Street Group LLC1,276,818$20,340 12/31/2023
     PHYS1,276,818$20,340 12/31/2023
Envestnet Asset Management Inc.1,211,321$19,296 12/31/2023
     PHYS1,211,321$19,296 12/31/2023
Howland Capital Management LLC1,111,927$17,713 12/31/2023
     PHYS1,111,927$17,713 12/31/2023
Advisor Group Holdings Inc.1,067,443$17,004 12/31/2023
     PHYS1,067,443$17,004 12/31/2023
LPL Financial LLC1,061,636$16,912 12/31/2023
     PHYS1,061,636$16,912 12/31/2023
Cetera Advisor Networks LLC987,141$15,725 12/31/2023
     PHYS987,141$15,725 12/31/2023
Auxano Advisors LLC940,958$14,989 12/31/2023
     PHYS940,958$14,989 12/31/2023
Sentinel Pension Advisors Inc.921,507$14,680 12/31/2023
     PHYS921,507$14,680 12/31/2023
Capital Wealth Alliance LLC867,676$13,824 12/31/2023
     PHYS867,676$13,824 12/31/2023
Bank of America Corp DE866,598$13,805 12/31/2023
     PHYS866,598$13,805 12/31/2023
Concorde Financial Corp860,591$13,709 12/31/2023
     PHYS860,591$13,709 12/31/2023
Meixler Investment Management Ltd.845,119$13,463 12/31/2023
     PHYS845,119$13,463 12/31/2023
HighTower Advisors LLC834,757$13,296 12/31/2023
     PHYS834,757$13,296 12/31/2023
Janney Montgomery Scott LLC811,603$12,929 12/31/2023
     PHYS811,603$12,929 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC767,237$12,222 12/31/2023
     PHYS767,237$12,222 12/31/2023
Raymond James & Associates696,118$12,043 03/31/2024
     PHYS696,118$12,043 03/31/2024
Van Den Berg Management I Inc.712,478$11,350 12/31/2023
     PHYS712,478$11,350 12/31/2023
Bridge Advisory LLC645,284$11,163 03/31/2024
     PHYS645,284$11,163 03/31/2024
Cyndeo Wealth Partners LLC614,315$10,628 03/31/2024
     PHYS614,315$10,628 03/31/2024
Bank of Montreal Can645,787$10,417 12/31/2023
     PHYS645,787$10,417 12/31/2023
TCP Asset Management LLC574,132$9,932 03/31/2024
     PHYS574,132$9,932 03/31/2024
Cannell Peter B & Co. Inc.618,340$9,850 12/31/2023
     PHYS618,340$9,850 12/31/2023
Beacon Pointe Advisors LLC596,608$9,504 12/31/2023
     PHYS596,608$9,504 12/31/2023
Quilter Plc579,232$9,233 12/31/2023
     PHYS579,232$9,233 12/31/2023
SMI Advisory Services LLC502,316$9,162 03/31/2024
     PHYS502,316$9,162 03/31/2024
Baird Financial Group Inc.557,782$8,885 12/31/2023
     PHYS557,782$8,885 12/31/2023
Philadelphia Trust Co.546,587$8,707 12/31/2023
     PHYS546,587$8,707 12/31/2023
National Bank of Canada FI512,157$8,116 12/31/2023
     PHYS512,157$8,116 12/31/2023
Cohen & Steers Inc.497,155$7,920 12/31/2023
     PHYS497,155$7,920 12/31/2023
CIBC World Markets Inc.493,096$7,855 12/31/2023
     PHYS493,096$7,855 12/31/2023
Laird Norton Trust Company LLC482,889$7,692 12/31/2023
     PHYS482,889$7,692 12/31/2023
Equitable Holdings Inc.479,074$7,632 12/31/2023
     PHYS479,074$7,632 12/31/2023
Global Endowment Management LP476,000$7,583 12/31/2023
     PHYS476,000$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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