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Institutional Holders of PEJ

There is a long list of 115 institutional holders of PEJ 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 PEJ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PEJ table below, the initial column indicates the name of each top institutional holder of PEJ, with a link to that fund's top holdings. The next columns indicate the amount of PEJ stock held by each of the institutional holders of PEJ, followed by the PEJ 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
Bank of America Corp DE483,229$20,261 12/31/2023
     PEJ483,229$20,261 12/31/2023
Prudential PLC256,950$10,864 12/31/2023
     PEJ256,950$10,864 12/31/2023
Cambridge Investment Research Advisors Inc.197,831$8,295 12/31/2023
     PEJ197,831$8,295 12/31/2023
Morgan Stanley183,789$7,706 12/31/2023
     PEJ183,789$7,706 12/31/2023
LPL Financial LLC158,301$6,638 12/31/2023
     PEJ158,301$6,638 12/31/2023
Wexford Capital LP119,000$4,990 12/31/2023
     PEJ119,000$4,990 12/31/2023
Chevy Chase Trust Holdings Inc.113,587$4,763 12/31/2023
     PEJ113,587$4,763 12/31/2023
Wells Fargo & Company MN111,279$4,666 12/31/2023
     PEJ111,279$4,666 12/31/2023
UBS Group AG77,483$3,249 12/31/2023
     PEJ77,483$3,249 12/31/2023
Royal Bank of Canada70,001$2,935 12/31/2023
     PEJ70,001$2,935 12/31/2023
Integrated Wealth Concepts LLC52,336$2,194 12/31/2023
     PEJ52,336$2,194 12/31/2023
BNP Paribas Arbitrage SA50,060$2,099 12/31/2023
     PEJ50,060$2,099 12/31/2023
Commonwealth Equity Services LLC47,445$1,989 12/31/2023
     PEJ47,445$1,989 12/31/2023
Millennium Management LLC40,092$1,681 12/31/2023
     PEJ40,092$1,681 12/31/2023
Kwmg LLC37,042$1,553 12/31/2023
     PEJ37,042$1,553 12/31/2023
Advisor Group Holdings Inc.33,876$1,420 12/31/2023
     PEJ33,876$1,420 12/31/2023
Advisor OS LLC33,494$1,404 12/31/2023
     PEJ33,494$1,404 12/31/2023
Edmond DE Rothschild Holding S.A.33,083$1,387 12/31/2023
     PEJ33,083$1,387 12/31/2023
Citadel Advisors LLC $1,306 12/31/2023
     PEJ30,250$1,268 12/31/2023
     Call900$38 12/31/2023
Raymond James Financial Services Advisors Inc.30,097$1,262 12/31/2023
     PEJ30,097$1,262 12/31/2023
HBW Advisory Services LLC28,585$1,199 12/31/2023
     PEJ28,585$1,199 12/31/2023
Kingsview Wealth Management LLC27,023$1,133 12/31/2023
     PEJ27,023$1,133 12/31/2023
Dfpg Investments LLC26,723$1,075 12/31/2023
     PEJ26,723$1,075 12/31/2023
Susquehanna International Group LLP25,105$1,053 12/31/2023
     PEJ25,105$1,053 12/31/2023
KLK Capital Management LLC26,354$1,010 09/30/2023
     PEJ26,354$1,010 09/30/2023
Raymond James & Associates22,014$923 12/31/2023
     PEJ22,014$923 12/31/2023
GWM Advisors LLC20,860$875 12/31/2023
     PEJ20,860$875 12/31/2023
Two Sigma Advisers LP20,400$855 12/31/2023
     PEJ20,400$855 12/31/2023
IPG Investment Advisors LLC20,300$851 12/31/2023
     PEJ20,300$851 12/31/2023
Ameriprise Financial Inc.20,198$847 12/31/2023
     PEJ20,198$847 12/31/2023
Stifel Financial Corp18,092$759 12/31/2023
     PEJ18,092$759 12/31/2023
Cetera Advisor Networks LLC16,949$711 12/31/2023
     PEJ16,949$711 12/31/2023
Ironwood Financial llc16,372$686 12/31/2023
     PEJ16,372$686 12/31/2023
Bluesphere Advisors LLC13,286$557 12/31/2023
     PEJ13,286$557 12/31/2023
HighTower Advisors LLC12,838$537 12/31/2023
     PEJ12,838$537 12/31/2023
SFI Advisors LLC11,730$492 12/31/2023
     PEJ11,730$492 12/31/2023
Cumberland Partners Ltd10,155$426 12/31/2023
     PEJ10,155$426 12/31/2023
CI Private Wealth LLC10,030$421 12/31/2023
     PEJ10,030$421 12/31/2023
Goldman Sachs Group Inc.9,936$417 12/31/2023
     PEJ9,936$417 12/31/2023
Flagship Harbor Advisors LLC9,820$412 12/31/2023
     PEJ9,820$412 12/31/2023
Vontobel Holding Ltd.9,500$398 12/31/2023
     PEJ9,500$398 12/31/2023
Citigroup Inc.9,154$384 12/31/2023
     PEJ9,154$384 12/31/2023
Private Advisor Group LLC8,956$376 12/31/2023
     PEJ8,956$376 12/31/2023
Thrivent Financial for Lutherans8,083$339 12/31/2023
     PEJ8,083$339 12/31/2023
Navis Wealth Advisors LLC7,588$318 12/31/2023
     PEJ7,588$318 12/31/2023
Keybank National Association OH7,407$311 12/31/2023
     PEJ7,407$311 12/31/2023
Kestra Advisory Services LLC7,093$297 12/31/2023
     PEJ7,093$297 12/31/2023
Jane Street Group LLC6,432$270 12/31/2023
     PEJ6,432$270 12/31/2023
Wealthcare Advisory Partners LLC5,809$244 12/31/2023
     PEJ5,809$244 12/31/2023
Nations Financial Group Inc. IA ADV5,586$234 12/31/2023
     PEJ5,586$234 12/31/2023

See All: Funds Holding PEJ
See Details: Top 10 Hedge Funds Holding PEJ
Also See: PEJ Holdings Changes

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