Who owns 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-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 PEO is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 20 trimmed or exited — on balance reducing.
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 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp 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 2026-Q1 and 2026-Q2, across 96 tracked filers holding PEO, 60 increased or opened the position and 43 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 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
- Aspire Capital Advisors LLC$1M
Full exits 4
- COHEN & STEERS, INC.$5M
- Cambridge Investment Research Advisors, Inc.$986K
- HighTower Advisors, LLC$879K
- Navis Wealth Advisors, LLC$779K
Largest adds
- Pathstone Holdings, LLC$2M
- Allspring Global Investments Holdings, LLC$954K
- LPL Financial LLC$719K
- MORGAN STANLEY$412K
Largest trims
- Saba Capital Management, L.P.$7M
- ADAMS DIVERSIFIED EQUITY FUND, INC.$7M
- Verition Fund Management LLC$2M
- LAZARD ASSET MANAGEMENT LLC$2M
- ROYAL BANK OF CANADA$1M
- RAYMOND JAMES FINANCIAL INC$684K
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 | 2,673,453 | $66M | 23.8% | 2026-Q2 |
| Saba Capital Management, L.P. added | 2,269,294 | $56M | 20.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,449,627 | $36M | 12.9% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 507,973 | $13M | 4.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 428,278 | $11M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 241,498 | $6M | 2.2% | 2026-Q2 |
| Basepoint Wealth LLC trimmed | 162,138 | $4M | 1.4% | 2026-Q2 |
| INTREPID FAMILY OFFICE LLC added | 159,066 | $4M | 1.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 158,447 | $4M | 1.4% | 2026-Q2 |
| FCA CORP /TX added | 133,448 | $3M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 124,284 | $3M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 119,218 | $3M | 1.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 115,997 | $3M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 115,391 | $3M | 1.0% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 111,116 | $3M | 1.0% | 2026-Q2 |
| Whitener Capital Management, Inc. added | 90,616 | $2M | 0.8% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 87,849 | $2M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 77,469 | $2M | 0.7% | 2026-Q2 |
| CSS LLC/IL added | 75,495 | $2M | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 75,136 | $2M | 0.7% | 2026-Q2 |
| SPROTT INC. trimmed | 74,172 | $2M | 0.7% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 70,166 | $2M | 0.6% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 68,636 | $2M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 61,894 | $2M | 0.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 62,154 | $2M | 0.6% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 61,469 | $2M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 58,137 | $1M | 0.5% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 50,562 | $1M | 0.5% | 2026-Q2 |
| BURNEY CO/ added | 49,519 | $1M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 48,769 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 43,997 | $1M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 43,358 | $1M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 42,179 | $1M | 0.4% | 2026-Q2 |
| Aspire Capital Advisors LLC new | 40,764 | $1M | 0.4% | 2026-Q2 |
| St. James Investment Company, LLC trimmed | 37,130 | $918K | 0.3% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ added | 36,644 | $906K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 33,391 | $825K | 0.3% | 2026-Q2 |
| Calamos Advisors LLC added | 32,307 | $799K | 0.3% | 2026-Q2 |
| Walsh & Associates, LLC trimmed | 31,472 | $778K | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 31,365 | $775K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 31,162 | $766K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 27,220 | $673K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 26,713 | $660K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,409 | $653K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 24,734 | $611K | 0.2% | 2026-Q2 |
| CULLEN INVESTMENT GROUP, LTD. added | 24,699 | $611K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,717 | $562K | 0.2% | 2026-Q2 |
| Logan Stone Capital, LLC new | 20,192 | $499K | 0.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 18,748 | $463K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,648 | $461K | 0.2% | 2026-Q2 |
| ALTA CAPITAL MANAGEMENT LLC/ | 16,000 | $396K | 0.1% | 2026-Q2 |
| Man Group plc new | 15,437 | $382K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,193 | $376K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 14,972 | $370K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 13,940 | $345K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 13,755 | $340K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC | 12,600 | $311K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 11,683 | $289K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC added | 11,528 | $285K | 0.1% | 2026-Q2 |
| SEARLE & CO. added | 10,254 | $253K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 9,369 | $232K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 9,239 | $228K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 9,041 | $223K | 0.1% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 8,900 | $220K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 8,504 | $210K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,445 | $209K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 8,422 | $208K | 0.1% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 8,232 | $203K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 8,091 | $200K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,385 | $133K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,550 | $112K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,941 | $97K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,488 | $86K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,428 | $84K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 2,465 | $61K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 1,882 | $47K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 1,873 | $46K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,773 | $44K | 0.0% | 2026-Q2 |
| Hilltop National Bank | 1,695 | $42K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 1,365 | $34K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,276 | $32K | 0.0% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,108 | $27K | 0.0% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC added | 987 | $24K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 800 | $20K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 599 | $15K | 0.0% | 2026-Q2 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC new | 582 | $14K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 493 | $12K | 0.0% | 2026-Q2 |
| Community Financial Services Group, LLC new | 400 | $10K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 300 | $7K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 200 | $5K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc new | 153 | $4K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 140 | $3K | 0.0% | 2026-Q2 |
| Mosley Wealth Management trimmed | 89 | $2K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 14 | $354 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 12 | $297 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2 | $50 | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. added | 181,985 | $5M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 35,464 | $986K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC added | 300,143 | $7M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| Polar Asset Management Partners Inc. new | 67,184 | $1M | 0.5% | 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.