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Institutional Ownership · SEC Form 13F

Who owns PALC (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

74
Institutional holders
3,227,627
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened PALC while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 74 tracked filers holding PALC, 29 increased or opened the position and 38 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 2025-Q4 and 2026-Q1 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 4

  • Mariner, LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Independent Advisor Alliance$980K
  • WBI INVESTMENTS, LLC$687K

Full exits 2

  • COMMONWEALTH EQUITY SERVICES, LLC$4M
  • Financial Designs Corp$644K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
  • JANE STREET GROUP, LLC$2M
  • CITADEL ADVISORS LLC$1M
  • RAYMOND JAMES FINANCIAL INC$1M
  • Gallagher Fiduciary Advisors, LLC$1M
  • Atria Investments, Inc$872K

Largest trims

  • AMERIPRISE FINANCIAL INC$4M
  • Equitable Holdings, Inc.$2M
  • Geneos Wealth Management Inc.$1M
  • LPL Financial LLC$1M
  • Cambridge Investment Research Advisors, Inc.$909K
  • OSAIC HOLDINGS, INC.$702K

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).

FundSharesReported value% of valueQuarter
AMERIPRISE FINANCIAL INC trimmed328,833$17M9.0%2026-Q1
Lunt Capital Management, Inc. added267,562$14M7.3%2026-Q1
Financial Enhancement Group LLC trimmed233,290$13M6.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed238,744$12M6.5%2026-Q1
Geneos Wealth Management Inc. trimmed222,641$12M6.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added205,689$11M5.6%2026-Q1
Centric Wealth Management added189,528$10M5.4%2026-Q1
LPL Financial LLC trimmed164,122$9M4.5%2026-Q1
Atria Investments, Inc added132,944$7M3.6%2026-Q1
GOLDMAN SACHS GROUP INC added113,000$6M3.1%2026-Q1
Ausdal Financial Partners, Inc. trimmed110,622$6M3.0%2026-Q1
Gallagher Fiduciary Advisors, LLC added83,558$4M2.3%2026-Q1
Mariner, LLC new73,713$4M2.0%2026-Q1
ENZI WEALTH trimmed61,490$3M1.7%2026-Q1
JANE STREET GROUP, LLC added49,591$3M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added48,639$3M1.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added44,431$2M1.2%2026-Q1
Equitable Holdings, Inc. trimmed43,402$2M1.2%2026-Q1
Creative Planning trimmed41,763$2M1.1%2026-Q1
Ergawealth Advisors, Inc. trimmed38,536$2M1.0%2026-Q1
CITADEL ADVISORS LLC added36,967$2M1.0%2026-Q1
World Investment Advisors trimmed35,705$2M1.0%2026-Q1
JPMORGAN CHASE & CO added35,397$2M0.9%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed30,708$2M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed25,622$1M0.7%2026-Q1
Waverly Advisors, LLC added24,857$1M0.7%2026-Q1
Kestra Advisory Services, LLC trimmed23,654$1M0.6%2026-Q1
Cetera Investment Advisers trimmed22,121$1M0.6%2026-Q1
Palumbo Wealth Management LLC22,086$1M0.6%2026-Q1
Independent Advisor Alliance trimmed18,912$980K0.5%2026-Q1
GeoWealth Management, LLC trimmed17,582$911K0.5%2026-Q1
LANDMARK WEALTH MANAGEMENT, INC. added14,709$762K0.4%2026-Q1
StoneX Group Inc. added13,398$694K0.4%2026-Q1
WBI INVESTMENTS, LLC trimmed13,256$687K0.4%2026-Q1
Centurion Wealth Management LLC added12,996$673K0.4%2026-Q1
Belpointe Asset Management LLC trimmed11,942$619K0.3%2026-Q1
Alpha Financial Partners LLC trimmed10,732$556K0.3%2026-Q1
Clarus Group, Inc.10,686$554K0.3%2026-Q1
Aptus Capital Advisors, LLC10,686$554K0.3%2026-Q1
Unified Investment Management added10,313$534K0.3%2026-Q1
Gladstone Institutional Advisory LLC added9,741$505K0.3%2026-Q1
Advisory Services Network, LLC trimmed9,729$504K0.3%2026-Q1
MORGAN STANLEY added8,970$465K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed7,812$405K0.2%2026-Q1
NBC SECURITIES, INC.7,775$403K0.2%2026-Q1
Chicago Wealth Management, Inc. trimmed7,680$398K0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed7,220$374K0.2%2026-Q1
TRUIST FINANCIAL CORP added7,051$365K0.2%2026-Q1
Integrated Advisors Network LLC added6,736$349K0.2%2026-Q1
HUB Investment Partners, LLC trimmed6,285$326K0.2%2026-Q1
Cornerstone Wealth Management, LLC added6,272$325K0.2%2026-Q1
Brookwood Investment Group LLC added5,940$308K0.2%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed5,852$303K0.2%2026-Q1
Capital Investment Advisory Services, LLC trimmed5,383$279K0.1%2026-Q1
Sanctuary Advisors, LLC trimmed5,363$278K0.1%2026-Q1
Maridea Wealth Management LLC trimmed5,137$266K0.1%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT4,000$207K0.1%2026-Q1
Miller Global Investments, LLC trimmed3,258$169K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed2,957$153K0.1%2026-Q1
IFP Advisors, Inc trimmed2,401$124K0.1%2026-Q1
Steward Partners Investment Advisory, LLC2,081$108K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed1,322$68K0.0%2026-Q1
Glen Eagle Advisors, LLC added940$49K0.0%2026-Q1
IMG Wealth Management, Inc.834$43K0.0%2026-Q1
FMR LLC trimmed781$40K0.0%2026-Q1
UBS Group AG trimmed500$26K0.0%2026-Q1
ASSETMARK, INC387$20K0.0%2026-Q1
CWM, LLC trimmed368$19K0.0%2026-Q1
Allworth Financial LP added248$13K0.0%2026-Q1
Frazier Financial Advisors, LLC122$6K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.29$2K0.0%2026-Q1
Sound Income Strategies, LLC17$8930.0%2026-Q1
AE Wealth Management LLC trimmed8$4140.0%2026-Q1
CITIGROUP INC trimmed1$520.0%2026-Q1
Bison Wealth, LLC added161,192$8M4.2%2025-Q2 stale
COMMONWEALTH EQUITY SERVICES, LLC added76,415$4M2.1%2025-Q4 stale
SILVER OAK SECURITIES, INCORPORATED added58,445$3M1.5%2025-Q2 stale
Burt Wealth Advisors trimmed43,979$2M1.2%2025-Q3 stale
Foundations Investment Advisors, LLC trimmed18,048$934K0.5%2025-Q3 stale
FLOW TRADERS U.S. LLC added15,617$771K0.4%2025-Q2 stale
Good Life Advisors, LLC added14,560$719K0.4%2025-Q2 stale
Financial Designs Corp trimmed12,331$644K0.3%2025-Q4 stale
L.M. KOHN & COMPANY7,775$384K0.2%2025-Q2 stale
Orion Porfolio Solutions, LLC trimmed6,811$356K0.2%2025-Q4 stale
Freedom Investment Management, Inc. trimmed6,905$341K0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. added5,529$265K0.1%2025-Q1 stale
Orion Portfolio Solutions, LLC trimmed4,836$232K0.1%2025-Q1 stale
Sigma Planning Corp new4,675$231K0.1%2025-Q2 stale
Royal Bank of Canada1,007$50K0.0%2025-Q2 stale
NewEdge Advisors, LLC231$12K0.0%2025-Q3 stale
EverSource Wealth Advisors, LLC trimmed166$8K0.0%2025-Q2 stale
Qube Research & Technologies Ltd103$5K0.0%2025-Q1 stale
WELLS FARGO & COMPANY/MN trimmed77$4K0.0%2025-Q4 stale
Abich Financial Wealth Management LLC new25$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

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