Who owns PEO (PEO)
Which tracked institutional funds hold PEO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEO 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.
How the tape is positioned
The tracked-fund tape on PEO is one-sided between 2025-Q4 and 2026-Q1: 40 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
PEO’s largest tracked holder by dollar value, ADAMS DIVERSIFIED EQUITY FUND, INC., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PEO 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 99 tracked filers holding PEO, 68 increased or opened the position and 30 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 PEO 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 3
- St. James Investment Company, LLC$1M
- Calamos Advisors LLC$838K
- Navis Wealth Advisors, LLC$779K
Full exits 1
- Penserra Capital Management LLC$7M
Largest adds
- ADAMS DIVERSIFIED EQUITY FUND, INC.$17M
- MORGAN STANLEY$14M
- Saba Capital Management, L.P.$4M
- LAZARD ASSET MANAGEMENT LLC$3M
- COHEN & STEERS, INC.$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- Pathstone Holdings, LLC$3M
- NewEdge Advisors, LLC$294K
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 |
|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC. added | 2,621,907 | $73M | 24.0% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 2,262,661 | $63M | 20.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,274,212 | $35M | 11.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 507,006 | $14M | 4.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 426,717 | $12M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 239,336 | $7M | 2.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 181,985 | $5M | 1.7% | 2026-Q1 |
| Basepoint Wealth LLC trimmed | 165,998 | $5M | 1.5% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC added | 156,000 | $4M | 1.4% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 131,450 | $4M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 124,273 | $3M | 1.1% | 2026-Q1 |
| FCA CORP /TX added | 118,306 | $3M | 1.1% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 113,761 | $3M | 1.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 113,357 | $3M | 1.0% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 101,998 | $3M | 0.9% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 89,504 | $2M | 0.8% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC added | 88,029 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 80,156 | $2M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 77,470 | $2M | 0.7% | 2026-Q1 |
| SPROTT INC. added | 76,742 | $2M | 0.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 74,933 | $2M | 0.7% | 2026-Q1 |
| CSS LLC/IL trimmed | 74,495 | $2M | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 72,803 | $2M | 0.7% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 67,396 | $2M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 65,645 | $2M | 0.6% | 2026-Q1 |
| Uncommon Cents Investing LLC added | 61,519 | $2M | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 51,280 | $1M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 49,164 | $1M | 0.5% | 2026-Q1 |
| BURNEY CO/ added | 47,802 | $1M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 42,938 | $1M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 42,902 | $1M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 39,644 | $1M | 0.4% | 2026-Q1 |
| St. James Investment Company, LLC new | 38,690 | $1M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 38,445 | $1M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 38,210 | $1M | 0.3% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ added | 36,175 | $1M | 0.3% | 2026-Q1 |
| Walsh & Associates, LLC added | 35,472 | $986K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 35,464 | $986K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 34,799 | $967K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 34,305 | $954K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,635 | $879K | 0.3% | 2026-Q1 |
| Calamos Advisors LLC new | 30,153 | $838K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 29,673 | $825K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 28,473 | $792K | 0.3% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 28,033 | $779K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 27,283 | $758K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 26,918 | $748K | 0.2% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 25,824 | $718K | 0.2% | 2026-Q1 |
| CULLEN INVESTMENT GROUP, LTD. trimmed | 24,350 | $677K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 24,152 | $641K | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 22,002 | $612K | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 21,161 | $588K | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 20,967 | $583K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,112 | $559K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,337 | $510K | 0.2% | 2026-Q1 |
| ALTA CAPITAL MANAGEMENT LLC/ | 16,000 | $445K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 14,410 | $401K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 14,055 | $391K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC | 12,600 | $350K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 11,360 | $316K | 0.1% | 2026-Q1 |
| SEARLE & CO. added | 10,060 | $280K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 10,017 | $278K | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC | 9,369 | $260K | 0.1% | 2026-Q1 |
| Sovereign Financial Group, Inc. new | 9,209 | $256K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,514 | $237K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 8,091 | $225K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 7,820 | $217K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 7,791 | $217K | 0.1% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. new | 7,779 | $216K | 0.1% | 2026-Q1 |
| Joel Isaacson & Co., LLC trimmed | 7,620 | $212K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC new | 7,619 | $212K | 0.1% | 2026-Q1 |
| ALTFEST L J & CO INC new | 7,401 | $206K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,985 | $159K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 5,500 | $153K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,466 | $124K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,406 | $97K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,854 | $80K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,550 | $71K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,294 | $64K | 0.0% | 2026-Q1 |
| CWM, LLC | 2,239 | $62K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 1,876 | $52K | 0.0% | 2026-Q1 |
| Hilltop National Bank | 1,695 | $47K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 300,143 | $7M | 2.1% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 67,184 | $1M | 0.5% | 2025-Q2 stale |
| MEDICI CAPITAL LLC added | 26,294 | $600K | 0.2% | 2025-Q1 stale |
| Cornerstone Advisors, LLC trimmed | 18,099 | $413K | 0.1% | 2025-Q1 stale |
| Priebe Wealth Holdings LLC added | 14,896 | $340K | 0.1% | 2025-Q1 stale |
| Quantedge Capital Pte Ltd added | 15,432 | $330K | 0.1% | 2025-Q2 stale |
| PFG Investments, LLC added | 14,750 | $321K | 0.1% | 2025-Q4 stale |
| KANE INVESTMENT MANAGEMENT, INC. new | 13,355 | $305K | 0.1% | 2025-Q1 stale |
| RFG Advisory, LLC trimmed | 11,231 | $256K | 0.1% | 2025-Q1 stale |
| Compass Wealth Management LLC | 11,011 | $251K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 10,445 | $225K | 0.1% | 2025-Q3 stale |
| Vantage Financial Partners, LLC added | 10,301 | $224K | 0.1% | 2025-Q4 stale |
| Creative Planning added | 10,302 | $222K | 0.1% | 2025-Q3 stale |
| Invesco Ltd. trimmed | 9,125 | $208K | 0.1% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 8,091 | $176K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 3,541 | $81K | 0.0% | 2025-Q1 stale |
| Kiker Wealth Management, LLC | 2,966 | $63K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 2,174 | $47K | 0.0% | 2025-Q4 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.
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.