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Institutional Holders of PIE

There is a long list of 60 institutional holders of PIE 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 PIE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PIE table below, the initial column indicates the name of each top institutional holder of PIE, with a link to that fund's top holdings. The next columns indicate the amount of PIE stock held by each of the institutional holders of PIE, followed by the PIE 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
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.434,786$8,561 12/31/2023
     PIE434,786$8,561 12/31/2023
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 & Associates199,743$3,933 12/31/2023
     PIE199,743$3,933 12/31/2023
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
Benjamin F. Edwards & Company Inc.99,318$1,956 12/31/2023
     PIE99,318$1,956 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
Royal Bank of Canada60,989$1,201 12/31/2023
     PIE60,989$1,201 12/31/2023
Cambridge Investment Research Advisors Inc.57,088$1,124 12/31/2023
     PIE57,088$1,124 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
PFG Investments LLC44,429$875 12/31/2023
     PIE44,429$875 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 LLC33,514$660 12/31/2023
     PIE33,514$660 12/31/2023
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 LLC17,874$352 12/31/2023
     PIE17,874$352 12/31/2023
Advisor Group Holdings Inc.16,353$322 12/31/2023
     PIE16,353$322 12/31/2023
Lunt Capital Management Inc.13,235$261 12/31/2023
     PIE13,235$261 12/31/2023
IHT Wealth Management LLC13,237$261 12/31/2023
     PIE13,237$261 12/31/2023
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
Private Advisor Group LLC11,101$219 12/31/2023
     PIE11,101$219 12/31/2023
Nations Financial Group Inc. IA ADV11,000$217 12/31/2023
     PIE11,000$217 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$96 12/31/2023
     PIE4,890$96 12/31/2023
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
Financial Advisory Service Inc.1,326$26 12/31/2023
     PIE1,326$26 12/31/2023
DHJJ Financial Advisors Ltd.1,100$23 03/31/2024
     PIE1,100$23 03/31/2024

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

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