Who owns PALC
Which tracked institutional funds hold PALC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PALC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened PALC while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PALC’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PALC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PALC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 75 tracked filers holding PALC, 34 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PALC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Summit Financial, LLC$2M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$12M
- Mariner, LLC$4M
- JANE STREET GROUP, LLC$3M
- Independent Advisor Alliance$980K
- StoneX Group Inc.$694K
- MILLINGTON SECURITIES, LLC$687K
Largest adds
- Atria Investments, Inc$2M
- Gallagher Fiduciary Advisors, LLC$2M
- Geneos Wealth Management Inc.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Financial Enhancement Group LLC$2M
- Lunt Capital Management, Inc.$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$2M
- Equitable Holdings, Inc.$480K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC trimmed | 300,530 | $18M | 8.7% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 256,680 | $15M | 7.4% | 2026-Q2 |
| Financial Enhancement Group LLC added | 236,296 | $14M | 6.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 221,744 | $13M | 6.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 206,458 | $12M | 5.9% | 2026-Q2 |
| Centric Wealth Management | 189,528 | $10M | 5.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 161,121 | $10M | 4.6% | 2026-Q2 |
| Atria Investments, Inc added | 152,729 | $9M | 4.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 121,964 | $7M | 3.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 105,749 | $6M | 3.0% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 103,651 | $6M | 3.0% | 2026-Q2 |
| ENZI WEALTH trimmed | 59,420 | $3M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 48,904 | $3M | 1.4% | 2026-Q2 |
| Creative Planning | 41,763 | $2M | 1.2% | 2026-Q2 |
| Ergawealth Advisors, Inc. trimmed | 36,690 | $2M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32,003 | $2M | 0.9% | 2026-Q2 |
| World Investment Advisors | 35,705 | $2M | 0.9% | 2026-Q2 |
| Summit Financial, LLC new | 30,891 | $2M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,746 | $2M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 29,909 | $2M | 0.9% | 2026-Q2 |
| Waverly Advisors, LLC added | 28,192 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 24,697 | $1M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,360 | $1M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 22,266 | $1M | 0.6% | 2026-Q2 |
| Palumbo Wealth Management LLC trimmed | 21,200 | $1M | 0.6% | 2026-Q2 |
| Centurion Wealth Management LLC added | 18,774 | $1M | 0.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 17,592 | $1M | 0.5% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 14,851 | $887K | 0.4% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 14,144 | $845K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 12,306 | $735K | 0.4% | 2026-Q2 |
| Clarus Group, Inc. | 10,686 | $638K | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 10,686 | $638K | 0.3% | 2026-Q2 |
| Unified Investment Management added | 10,314 | $616K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 9,777 | $584K | 0.3% | 2026-Q2 |
| Alpha Financial Partners LLC trimmed | 9,704 | $580K | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 9,677 | $578K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,316 | $497K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC added | 8,035 | $480K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 7,775 | $465K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 7,539 | $450K | 0.2% | 2026-Q2 |
| Chicago Wealth Management, Inc. trimmed | 7,397 | $442K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 6,796 | $406K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,245 | $373K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,134 | $367K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 5,990 | $358K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,594 | $334K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 5,485 | $328K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 5,363 | $320K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 5,171 | $309K | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 5,104 | $305K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,006 | $239K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 3,706 | $221K | 0.1% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 3,204 | $191K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 2,958 | $174K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 2,770 | $166K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 2,329 | $139K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 2,319 | $139K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,081 | $124K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,972 | $118K | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 941 | $56K | 0.0% | 2026-Q2 |
| IMG Wealth Management, Inc. | 834 | $50K | 0.0% | 2026-Q2 |
| FMR LLC | 781 | $47K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 672 | $40K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 334 | $20K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 268 | $16K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 209 | $12K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 163 | $10K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC added | 123 | $7K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 75 | $4K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 35 | $2K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 29 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 20 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 19 | $1K | 0.0% | 2026-Q2 |
| Bullock Wealth Management Group new | 10 | $590 | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 8 | $478 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 238,744 | $12M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 73,713 | $4M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 49,591 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 18,912 | $980K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. added | 13,398 | $694K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 13,256 | $687K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TRUSTMARK BANK TRUST DEPARTMENT | 4,000 | $207K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 368 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 17 | $893 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 76,415 | $4M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Financial Designs Corp trimmed | 12,331 | $644K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 6,811 | $356K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN trimmed | 77 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Burt Wealth Advisors trimmed | 43,979 | $2M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Foundations Investment Advisors, LLC trimmed | 18,048 | $934K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| NewEdge Advisors, LLC | 231 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Abich Financial Wealth Management LLC new | 25 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bison Wealth, LLC added | 161,192 | $8M | 3.8% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 58,445 | $3M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC added | 15,617 | $771K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Good Life Advisors, LLC added | 14,560 | $719K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| L.M. KOHN & COMPANY | 7,775 | $384K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 6,905 | $341K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Sigma Planning Corp new | 4,675 | $231K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC new | 166 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.