Who owns PCN
Which tracked institutional funds hold PCN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PCN 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
The tracked-fund tape on PCN is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 3 trimmed or exited — on balance accumulating.
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
PCN’s largest tracked holder by dollar value, MORGAN STANLEY, 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 PCN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PCN 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 115 tracked filers holding PCN, 56 increased or opened the position and 53 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 PCN 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 2
- Logan Stone Capital, LLC$725K
- Shaker Financial Services, LLC$610K
Largest adds
- WELLS FARGO & COMPANY/MN$929K
- RIVERNORTH CAPITAL MANAGEMENT, LLC$899K
- MORGAN STANLEY$634K
- LPL Financial LLC$596K
- NewEdge Advisors, LLC$466K
- GHE, LLC$378K
Largest trims
- JANE STREET GROUP, LLC$747K
- Mission Hills Financial Advisory, LLC$634K
- GUGGENHEIM CAPITAL LLC$622K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,283,608 | $15M | 10.4% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 1,210,014 | $14M | 9.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,121,385 | $13M | 9.1% | 2026-Q2 |
| LPL Financial LLC added | 734,767 | $9M | 6.0% | 2026-Q2 |
| GHE, LLC trimmed | 678,497 | $8M | 5.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 579,370 | $7M | 4.7% | 2026-Q2 |
| Invesco Ltd. added | 516,606 | $6M | 4.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 490,377 | $6M | 4.0% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 428,965 | $5M | 3.5% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 411,339 | $5M | 3.3% | 2026-Q2 |
| Noble Wealth Management PBC added | 349,637 | $4M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 279,038 | $3M | 2.3% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 256,359 | $3M | 2.1% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 242,388 | $3M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 219,714 | $3M | 1.8% | 2026-Q2 |
| Prospera Financial Services Inc added | 205,916 | $2M | 1.7% | 2026-Q2 |
| AG Asset Advisory, LLC added | 177,270 | $2M | 1.4% | 2026-Q2 |
| Venture Visionary Partners LLC | 173,373 | $2M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 173,021 | $2M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 171,246 | $2M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 160,192 | $2M | 1.3% | 2026-Q2 |
| NorthRock Partners, LLC added | 145,358 | $2M | 1.2% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 129,436 | $2M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 114,029 | $1M | 0.9% | 2026-Q2 |
| Vision Retirement, LLC trimmed | 94,183 | $1M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 88,244 | $1M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 78,021 | $932K | 0.6% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 77,289 | $924K | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 70,797 | $843K | 0.6% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. added | 70,500 | $842K | 0.6% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 70,000 | $836K | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 68,421 | $818K | 0.6% | 2026-Q2 |
| Logan Stone Capital, LLC new | 60,658 | $725K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 59,045 | $706K | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 58,714 | $702K | 0.5% | 2026-Q2 |
| Shaker Financial Services, LLC new | 50,569 | $610K | 0.4% | 2026-Q2 |
| Lido Advisors, LLC added | 44,123 | $528K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 43,170 | $516K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 41,325 | $494K | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 38,454 | $460K | 0.3% | 2026-Q2 |
| RMG Wealth Management LLC added | 35,765 | $425K | 0.3% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 35,606 | $425K | 0.3% | 2026-Q2 |
| LongView Wealth Management trimmed | 34,759 | $415K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 33,976 | $406K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 33,755 | $403K | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 33,670 | $402K | 0.3% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 32,586 | $389K | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 32,036 | $383K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,942 | $370K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 30,136 | $360K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 29,918 | $358K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 27,363 | $327K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC | 26,771 | $320K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 25,672 | $307K | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 25,652 | $299K | 0.2% | 2026-Q2 |
| CDKV HOLDINGS LLC trimmed | 24,555 | $293K | 0.2% | 2026-Q2 |
| Rathbones Group PLC | 24,500 | $293K | 0.2% | 2026-Q2 |
| Estate Planners Group, LLC added | 21,624 | $258K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 21,301 | $255K | 0.2% | 2026-Q2 |
| Clear Street Group Inc. new | 21,105 | $252K | 0.2% | 2026-Q2 |
| NWAM LLC trimmed | 20,663 | $247K | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC | 20,000 | $239K | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 20,000 | $239K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 19,372 | $231K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 18,705 | $224K | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 18,441 | $220K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 17,625 | $211K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 17,404 | $208K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 17,149 | $205K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 17,050 | $204K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 16,188 | $193K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. | 14,755 | $176K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 14,248 | $172K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 14,029 | $168K | 0.1% | 2026-Q2 |
| Symphony Financial Services, Inc. trimmed | 13,586 | $162K | 0.1% | 2026-Q2 |
| PlanVest Financial, Inc added | 13,452 | $161K | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC | 12,990 | $155K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 12,871 | $154K | 0.1% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC | 12,123 | $145K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 11,986 | $143K | 0.1% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC new | 11,978 | $143K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 11,456 | $137K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 11,253 | $134K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 11,120 | $133K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 10,064 | $120K | 0.1% | 2026-Q2 |
| Busey Bank new | 10,021 | $120K | 0.1% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 10,014 | $120K | 0.1% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. | 10,000 | $120K | 0.1% | 2026-Q2 |
| Keystone Financial Group | 10,000 | $120K | 0.1% | 2026-Q2 |
| Benchmark Financial, LLC | 10,000 | $120K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 9,200 | $110K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 8,284 | $99K | 0.1% | 2026-Q2 |
| Highland Investment Advisors LLC new | 7,702 | $92K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,081 | $84K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 5,260 | $63K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 4,300 | $51K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 4,192 | $50K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC new | 3,500 | $42K | 0.0% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. | 3,412 | $41K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,666 | $32K | 0.0% | 2026-Q2 |
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.