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On this page, we present all of the funds holding PIE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PIE, with a link to that fund's top holdings. The next columns
indicate the amount of PIE stock held by each of the funds holding PIE, followed by the PIE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 60 funds holding PIE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by NewSquare Capital LLC. For more details on the positions held by NewSquare Capital LLC
(or by any of the other funds holding PIE), click the fund name in the "Holder" column of the funds-holding-PIE table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
NewSquare Capital LLC | 702,008 | $13,823 | 12/31/2023 | PIE | 702,008 | $13,823 | 12/31/2023 | Wells Fargo & Company MN | 545,733 | $10,745 | 12/31/2023 | PIE | 545,733 | $10,745 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 431,317 | $8,984 | 03/31/2024 | PIE | 431,317 | $8,984 | 03/31/2024 | Morgan Stanley | 289,533 | $5,701 | 12/31/2023 | PIE | 289,533 | $5,701 | 12/31/2023 | Maltin Wealth Management Inc. | 257,005 | $5,353 | 03/31/2024 | PIE | 257,005 | $5,353 | 03/31/2024 | UBS Group AG | 209,750 | $4,130 | 12/31/2023 | PIE | 209,750 | $4,130 | 12/31/2023 | Raymond James & Associates | 189,236 | $3,942 | 03/31/2024 | PIE | 189,236 | $3,942 | 03/31/2024 | M Holdings Securities Inc. | 178,708 | $3,519 | 12/31/2023 | PIE | 178,708 | $3,519 | 12/31/2023 | GWM Advisors LLC | 153,940 | $3,031 | 12/31/2023 | PIE | 153,940 | $3,031 | 12/31/2023 | LPL Financial LLC | 138,903 | $2,735 | 12/31/2023 | PIE | 138,903 | $2,735 | 12/31/2023 | Avantax Advisory Services Inc. | 120,976 | $2,382 | 12/31/2023 | PIE | 120,976 | $2,382 | 12/31/2023 | Prospera Financial Services Inc | 81,988 | $1,614 | 12/31/2023 | PIE | 81,988 | $1,614 | 12/31/2023 | Stifel Financial Corp | 69,444 | $1,367 | 12/31/2023 | PIE | 69,444 | $1,367 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 58,030 | $1,209 | 03/31/2024 | PIE | 58,030 | $1,209 | 03/31/2024 | Royal Bank of Canada | 60,989 | $1,201 | 12/31/2023 | PIE | 60,989 | $1,201 | 12/31/2023 | Envestnet Asset Management Inc. | 54,950 | $1,082 | 12/31/2023 | PIE | 54,950 | $1,082 | 12/31/2023 | Sontag Advisory LLC | 50,301 | $990 | 12/31/2023 | PIE | 50,301 | $990 | 12/31/2023 | Susquehanna International Group LLP | 48,505 | $955 | 12/31/2023 | PIE | 48,505 | $955 | 12/31/2023 | Flow Traders U.S. LLC | 46,174 | $909 | 12/31/2023 | PIE | 46,174 | $909 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 45,295 | $892 | 12/31/2023 | PIE | 45,295 | $892 | 12/31/2023 | Kingsview Wealth Management LLC | 44,064 | $868 | 12/31/2023 | PIE | 44,064 | $868 | 12/31/2023 | National Bank of Canada FI | 34,750 | $673 | 12/31/2023 | PIE | 34,750 | $673 | 12/31/2023 | Trueblood Wealth Management LLC | 32,214 | $671 | 03/31/2024 | PIE | 32,214 | $671 | 03/31/2024 | MorganRosel Wealth Management LLC | 30,767 | $641 | 03/31/2024 | PIE | 30,767 | $641 | 03/31/2024 | Jane Street Group LLC | 32,528 | $640 | 12/31/2023 | PIE | 32,528 | $640 | 12/31/2023 | Citadel Advisors LLC | 22,717 | $447 | 12/31/2023 | PIE | 22,717 | $447 | 12/31/2023 | Resources Investment Advisors LLC. | 21,162 | $417 | 12/31/2023 | PIE | 21,162 | $417 | 12/31/2023 | MML Investors Services LLC | 19,638 | $387 | 12/31/2023 | PIE | 19,638 | $387 | 12/31/2023 | EP Wealth Advisors LLC | 19,554 | $385 | 12/31/2023 | PIE | 19,554 | $385 | 12/31/2023 | Commonwealth Equity Services LLC | 16,844 | $351 | 03/31/2024 | PIE | 16,844 | $351 | 03/31/2024 | Advisor Group Holdings Inc. | 16,353 | $322 | 12/31/2023 | PIE | 16,353 | $322 | 12/31/2023 | Private Advisor Group LLC | 14,303 | $298 | 03/31/2024 | PIE | 14,303 | $298 | 03/31/2024 | PFG Investments LLC | 14,305 | $298 | 03/31/2024 | PIE | 14,305 | $298 | 03/31/2024 | Lunt Capital Management Inc. | 13,843 | $288 | 03/31/2024 | PIE | 13,843 | $288 | 03/31/2024 | IHT Wealth Management LLC | 13,237 | $261 | 12/31/2023 | PIE | 13,237 | $261 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 11,687 | $243 | 03/31/2024 | PIE | 11,687 | $243 | 03/31/2024 | Kestra Advisory Services LLC | 12,049 | $237 | 12/31/2023 | PIE | 12,049 | $237 | 12/31/2023 | OLD Mission Capital LLC | 11,630 | $229 | 12/31/2023 | PIE | 11,630 | $229 | 12/31/2023 | Citigroup Inc. | 10,964 | $216 | 12/31/2023 | PIE | 10,964 | $216 | 12/31/2023 | Equitable Holdings Inc. | 10,810 | $213 | 12/31/2023 | PIE | 10,810 | $213 | 12/31/2023 | Eagle Bay Advisors LLC | 7,399 | $146 | 12/31/2023 | PIE | 7,399 | $146 | 12/31/2023 | Blair William & Co. IL | 6,979 | $137 | 12/31/2023 | PIE | 6,979 | $137 | 12/31/2023 | UMB Bank N A MO | 4,890 | $102 | 03/31/2024 | PIE | 4,890 | $102 | 03/31/2024 | O Shaughnessy Asset Management LLC | 4,382 | $86 | 12/31/2023 | PIE | 4,382 | $86 | 12/31/2023 | Carolinas Wealth Consulting LLC | 4,296 | $85 | 12/31/2023 | PIE | 4,296 | $85 | 12/31/2023 | Comerica Bank | 2,910 | $57 | 12/31/2023 | PIE | 2,910 | $57 | 12/31/2023 | Founders Financial Alliance LLC | 2,731 | $54 | 12/31/2023 | PIE | 2,731 | $54 | 12/31/2023 | MGB Wealth Management LLC | 2,500 | $49 | 12/31/2023 | PIE | 2,500 | $49 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,308 | $48 | 03/31/2024 | PIE | 2,308 | $48 | 03/31/2024 | Financial Advisory Service Inc. | 1,326 | $28 | 03/31/2024 | PIE | 1,326 | $28 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 1,100 | $23 | 03/31/2024 | PIE | 1,100 | $23 | 03/31/2024 | Fortis Advisors LLC | 1,188 | $23 | 12/31/2023 | PIE | 1,188 | $23 | 12/31/2023 | NBC Securities Inc. | 982 | $21 | 03/31/2024 | PIE | 982 | $21 | 03/31/2024 | Bessemer Group Inc. | 900 | $18 | 12/31/2023 | PIE | 900 | $18 | 12/31/2023 | Colonial Trust Co SC | 572 | $11 | 12/31/2023 | PIE | 572 | $11 | 12/31/2023 | Register Financial Advisors LLC | 494 | $10 | 03/31/2024 | PIE | 494 | $10 | 03/31/2024 | Qube Research & Technologies Ltd | 506 | $10 | 12/31/2023 | PIE | 506 | $10 | 12/31/2023 | CWM LLC | 334 | $7 | 03/31/2024 | PIE | 334 | $7 | 03/31/2024 | Bank of America Corp DE | 1 | $0 | 12/31/2023 | PIE | 1 | $0 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | PIE | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | PIE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PIE
See Details: Top 10 Hedge Funds Holding PIE
Also See: PIE Holdings Changes
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