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Funds Holding PIE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
NewSquare Capital LLC702,008$13,823 12/31/2023
     PIE702,008$13,823 12/31/2023
Wells Fargo & Company MN545,733$10,745 12/31/2023
     PIE545,733$10,745 12/31/2023
Raymond James Financial Services Advisors Inc.431,317$8,984 03/31/2024
     PIE431,317$8,984 03/31/2024
Morgan Stanley289,533$5,701 12/31/2023
     PIE289,533$5,701 12/31/2023
Maltin Wealth Management Inc.257,005$5,353 03/31/2024
     PIE257,005$5,353 03/31/2024
UBS Group AG209,750$4,130 12/31/2023
     PIE209,750$4,130 12/31/2023
Raymond James & Associates189,236$3,942 03/31/2024
     PIE189,236$3,942 03/31/2024
M Holdings Securities Inc.178,708$3,519 12/31/2023
     PIE178,708$3,519 12/31/2023
GWM Advisors LLC153,940$3,031 12/31/2023
     PIE153,940$3,031 12/31/2023
LPL Financial LLC138,903$2,735 12/31/2023
     PIE138,903$2,735 12/31/2023
Avantax Advisory Services Inc.120,976$2,382 12/31/2023
     PIE120,976$2,382 12/31/2023
Prospera Financial Services Inc81,988$1,614 12/31/2023
     PIE81,988$1,614 12/31/2023
Stifel Financial Corp69,444$1,367 12/31/2023
     PIE69,444$1,367 12/31/2023
Cambridge Investment Research Advisors Inc.58,030$1,209 03/31/2024
     PIE58,030$1,209 03/31/2024
Royal Bank of Canada60,989$1,201 12/31/2023
     PIE60,989$1,201 12/31/2023
Envestnet Asset Management Inc.54,950$1,082 12/31/2023
     PIE54,950$1,082 12/31/2023
Sontag Advisory LLC50,301$990 12/31/2023
     PIE50,301$990 12/31/2023
Susquehanna International Group LLP48,505$955 12/31/2023
     PIE48,505$955 12/31/2023
Flow Traders U.S. LLC46,174$909 12/31/2023
     PIE46,174$909 12/31/2023
Northwestern Mutual Wealth Management Co.45,295$892 12/31/2023
     PIE45,295$892 12/31/2023
Kingsview Wealth Management LLC44,064$868 12/31/2023
     PIE44,064$868 12/31/2023
National Bank of Canada FI34,750$673 12/31/2023
     PIE34,750$673 12/31/2023
Trueblood Wealth Management LLC32,214$671 03/31/2024
     PIE32,214$671 03/31/2024
MorganRosel Wealth Management LLC30,767$641 03/31/2024
     PIE30,767$641 03/31/2024
Jane Street Group LLC32,528$640 12/31/2023
     PIE32,528$640 12/31/2023
Citadel Advisors LLC22,717$447 12/31/2023
     PIE22,717$447 12/31/2023
Resources Investment Advisors LLC.21,162$417 12/31/2023
     PIE21,162$417 12/31/2023
MML Investors Services LLC19,638$387 12/31/2023
     PIE19,638$387 12/31/2023
EP Wealth Advisors LLC19,554$385 12/31/2023
     PIE19,554$385 12/31/2023
Commonwealth Equity Services LLC16,844$351 03/31/2024
     PIE16,844$351 03/31/2024
Advisor Group Holdings Inc.16,353$322 12/31/2023
     PIE16,353$322 12/31/2023
Private Advisor Group LLC14,303$298 03/31/2024
     PIE14,303$298 03/31/2024
PFG Investments LLC14,305$298 03/31/2024
     PIE14,305$298 03/31/2024
Lunt Capital Management Inc.13,843$288 03/31/2024
     PIE13,843$288 03/31/2024
IHT Wealth Management LLC13,237$261 12/31/2023
     PIE13,237$261 12/31/2023
Benjamin F. Edwards & Company Inc.11,687$243 03/31/2024
     PIE11,687$243 03/31/2024
Kestra Advisory Services LLC12,049$237 12/31/2023
     PIE12,049$237 12/31/2023
OLD Mission Capital LLC11,630$229 12/31/2023
     PIE11,630$229 12/31/2023
Citigroup Inc.10,964$216 12/31/2023
     PIE10,964$216 12/31/2023
Equitable Holdings Inc.10,810$213 12/31/2023
     PIE10,810$213 12/31/2023
Eagle Bay Advisors LLC7,399$146 12/31/2023
     PIE7,399$146 12/31/2023
Blair William & Co. IL6,979$137 12/31/2023
     PIE6,979$137 12/31/2023
UMB Bank N A MO4,890$102 03/31/2024
     PIE4,890$102 03/31/2024
O Shaughnessy Asset Management LLC4,382$86 12/31/2023
     PIE4,382$86 12/31/2023
Carolinas Wealth Consulting LLC4,296$85 12/31/2023
     PIE4,296$85 12/31/2023
Comerica Bank2,910$57 12/31/2023
     PIE2,910$57 12/31/2023
Founders Financial Alliance LLC2,731$54 12/31/2023
     PIE2,731$54 12/31/2023
MGB Wealth Management LLC2,500$49 12/31/2023
     PIE2,500$49 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC2,308$48 03/31/2024
     PIE2,308$48 03/31/2024
Financial Advisory Service Inc.1,326$28 03/31/2024
     PIE1,326$28 03/31/2024
DHJJ Financial Advisors Ltd.1,100$23 03/31/2024
     PIE1,100$23 03/31/2024
Fortis Advisors LLC1,188$23 12/31/2023
     PIE1,188$23 12/31/2023
NBC Securities Inc.982$21 03/31/2024
     PIE982$21 03/31/2024
Bessemer Group Inc.900$18 12/31/2023
     PIE900$18 12/31/2023
Colonial Trust Co SC572$11 12/31/2023
     PIE572$11 12/31/2023
Register Financial Advisors LLC494$10 03/31/2024
     PIE494$10 03/31/2024
Qube Research & Technologies Ltd506$10 12/31/2023
     PIE506$10 12/31/2023
CWM LLC334$7 03/31/2024
     PIE334$7 03/31/2024
Bank of America Corp DE1$0 12/31/2023
     PIE1$0 12/31/2023
FMR LLC1$0 12/31/2023
     PIE1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PIE0$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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