HoldingsChannel.com
There is a long list of 91 institutional holders of PWZ 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 PWZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PWZ table below, the initial column indicates the name of each top institutional holder of PWZ, with a link to that fund's top holdings. The next columns indicate the amount of PWZ stock held by each of the institutional holders of PWZ, followed by the PWZ 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 |
|---|---|---|---|
 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 |
| Renaissance Technologies LLC | 190,611 | $4,761 | 12/31/2023 |
| PWZ | 190,611 | $4,761 | 12/31/2023 |
| Allworth Financial LP | 186,585 | $4,640 | 03/31/2024 |
| PWZ | 186,585 | $4,640 | 03/31/2024 |
| 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 |
| Lodestar Private Asset Management LLC | 61,901 | $1,539 | 03/31/2024 |
| PWZ | 61,901 | $1,539 | 03/31/2024 |
| Susquehanna International Group LLP | 60,161 | $1,503 | 12/31/2023 |
| PWZ | 60,161 | $1,503 | 12/31/2023 |
| SimpliFi Inc. | 58,946 | $1,466 | 03/31/2024 |
| PWZ | 58,946 | $1,466 | 03/31/2024 |
| 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 | 45,093 | $1,121 | 03/31/2024 |
| PWZ | 45,093 | $1,121 | 03/31/2024 |
| FOCUS Wealth Advisors LLC | 35,039 | $871 | 03/31/2024 |
| PWZ | 35,039 | $871 | 03/31/2024 |
| Wealthfront Advisers LLC | 34,631 | $861 | 03/31/2024 |
| PWZ | 34,631 | $861 | 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 |
See All: Funds Holding PWZ
See Details: Top 10 Hedge Funds Holding PWZ
Also See: PWZ Holdings Changes
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