Who Owns PSHS DYNAMIC-PEJ (PEJ)? -- Institutional Holders (2026-03-31)
90 institutions reported holding $90.3M of PSHS DYNAMIC-PEJ (PEJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kingsview Wealth Management, LLC ($15.8M), RAYMOND JAMES FINANCIAL INC ($11.5M), MORGAN STANLEY ($9.4M), GOLDMAN SACHS GROUP INC ($8.0M), PRUDENTIAL PLC ($5.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Kingsview Wealth Management, LLC | $15.8M | 272,166 | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $11.5M | 198,824 | Added |
| 3 | MORGAN STANLEY | $9.4M | 161,275 | Trimmed |
| 4 | GOLDMAN SACHS GROUP INC | $8.0M | 138,616 | Added |
| 5 | PRUDENTIAL PLC | $5.1M | 87,600 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $4.9M | 84,568 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $4.2M | 72,853 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $4.1M | 70,780 | Trimmed |
| 9 | LPL Financial LLC | $4.0M | 69,026 | Trimmed |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $2.3M | 40,093 | Trimmed |
| 11 | KWMG, LLC | $2.3M | 39,406 | Added |
| 12 | Integrated Wealth Concepts LLC | $1.6M | 26,769 | New |
| 13 | Outlook Wealth Advisors, LLC | $1.0M | 18,022 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $1.0M | 17,923 | Trimmed |
| 15 | HighTower Advisors, LLC | $975,140 | 16,818 | Trimmed |
| 16 | UBS Group AG | $957,946 | 16,522 | Trimmed |
| 17 | CITADEL ADVISORS LLC | $844,827 | 14,571 | New |
| 18 | Royal Bank of Canada | $844,000 | 14,572 | Added |
| 19 | Tower Research Capital LLC (TRC) | $791,543 | 13,652 | New |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $785,559 | 13,549 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $701,000 | 12,085 | Trimmed |
| 22 | Gateway Wealth Partners, LLC | $614,244 | 10,594 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $505,082 | 8,711 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $488,218 | 8,420 | Added |
| 25 | Ironwood Financial, llc | $451,086 | 7,780 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31