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Institutional Ownership · SEC Form 13F

Who owns PEY (PEY)


Which tracked institutional funds hold PEY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEY 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.

175
Institutional holders
17,215,824
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened PEY while 20 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

PEY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 PEY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PEY 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 175 tracked filers holding PEY, 57 increased or opened the position and 92 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 PEY 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 2

  • GOLDMAN SACHS GROUP INC$2M
  • CIBC Bancorp USA Inc.$646K

Full exits 11

  • Capital Advisory Group Advisory Services, LLC$3M
  • Brick & Kyle, Associates$2M
  • COMERICA BANK$2M
  • STIFEL FINANCIAL CORP$1M
  • Cresset Asset Management, LLC$953K
  • MGB Wealth Management, LLC$932K

Largest adds

  • Stolper Co$4M
  • MORGAN STANLEY$2M
  • FIFTH THIRD BANCORP$2M
  • UBS Group AG$932K
  • WELLS FARGO & COMPANY/MN$823K
  • Investors Research Corp$759K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
  • TWO SIGMA INVESTMENTS, LP$8M
  • LPL Financial LLC$8M
  • BANK OF AMERICA CORP /DE/$2M
  • AdvisorNet Financial, Inc$1M
  • Virtu Financial LLC$906K

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
BANK OF AMERICA CORP /DE/ trimmed4,546,989$97M25.3%2026-Q1
MORGAN STANLEY trimmed2,387,438$51M13.3%2026-Q1
LPL Financial LLC trimmed1,360,564$29M7.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed914,646$20M5.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed637,945$14M3.5%2026-Q1
Cetera Investment Advisers trimmed412,546$9M2.3%2026-Q1
Investors Research Corp added377,215$8M2.1%2026-Q1
UBS Group AG added325,625$7M1.8%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed258,000$6M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed254,808$5M1.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added255,608$5M1.4%2026-Q1
Good Steward Wealth Advisors,LLC added221,437$5M1.2%2026-Q1
Stolper Co trimmed13,761$5M1.2%2026-Q1
Salomon & Ludwin, LLC trimmed205,185$4M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed204,470$4M1.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed199,359$4M1.1%2026-Q1
EVOKE WEALTH, LLC171,360$4M1.0%2026-Q1
Capital Advisors, Ltd. LLC trimmed170,189$4M0.9%2026-Q1
AlphaCore Capital LLC added170,036$4M0.9%2026-Q1
FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed165,003$4M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed152,726$3M0.8%2026-Q1
GHP Investment Advisors, Inc. added137,591$3M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added134,201$3M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added133,053$3M0.7%2026-Q1
Cresta Advisors, Ltd. added127,797$3M0.7%2026-Q1
IFP Advisors, Inc trimmed122,991$3M0.7%2026-Q1
Sanctuary Advisors, LLC trimmed117,331$3M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed106,517$2M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed103,701$2M0.6%2026-Q1
OneDigital Investment Advisors LLC trimmed101,329$2M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added91,446$2M0.5%2026-Q1
WEALTH ALLIANCE, LLC added86,798$2M0.5%2026-Q1
AdvisorNet Financial, Inc trimmed81,804$2M0.5%2026-Q1
Equitable Holdings, Inc. added81,970$2M0.4%2026-Q1
FIFTH THIRD BANCORP added76,997$2M0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed75,138$2M0.4%2026-Q1
Private Advisor Group, LLC trimmed68,760$1M0.4%2026-Q1
Aspire Capital Advisors LLC added68,566$1M0.4%2026-Q1
Waverly Advisors, LLC added68,053$1M0.4%2026-Q1
Beacon Pointe Advisors, LLC added64,157$1M0.4%2026-Q1
IHT Wealth Management, LLC trimmed63,537$1M0.4%2026-Q1
Axis Wealth Partners, LLC trimmed62,180$1M0.3%2026-Q1
JOHNSON INVESTMENT COUNSEL INC52,175$1M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed51,461$1M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed49,193$1M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added45,885$983K0.3%2026-Q1
Mariner, LLC trimmed43,450$931K0.2%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed42,661$914K0.2%2026-Q1
Arax Advisory Partners41,799$895K0.2%2026-Q1
Prospera Financial Services Inc added41,666$892K0.2%2026-Q1
BARRETT & COMPANY, INC. trimmed38,878$833K0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed38,369$822K0.2%2026-Q1
Virtu Financial LLC trimmed37,751$809K0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed36,327$778K0.2%2026-Q1
Rockefeller Capital Management L.P. added35,553$762K0.2%2026-Q1
OXFORD FINANCIAL GROUP, LTD. LLC34,514$739K0.2%2026-Q1
AFT, FORSYTH & COMPANY, INC. trimmed33,328$714K0.2%2026-Q1
New Insight Wealth Advisors trimmed33,301$713K0.2%2026-Q1
Creative Planning added32,904$705K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed32,419$699K0.2%2026-Q1
SouthState Bank Corp added32,582$698K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added31,961$685K0.2%2026-Q1
NWF Advisory Services Inc. trimmed31,881$683K0.2%2026-Q1
BKM Wealth Management, LLC added31,755$680K0.2%2026-Q1
FMR LLC added31,464$674K0.2%2026-Q1
GLOBALT Investments LLC / GA trimmed30,615$656K0.2%2026-Q1
CIBC Bancorp USA Inc. new30,180$646K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added29,731$637K0.2%2026-Q1
City State Bank added28,354$607K0.2%2026-Q1
First PREMIER Bank trimmed25,860$554K0.1%2026-Q1
PFG Advisors trimmed25,765$552K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed25,510$545K0.1%2026-Q1
Institute for Wealth Management, LLC. trimmed24,452$524K0.1%2026-Q1
Curi Capital, LLC24,449$524K0.1%2026-Q1
Colonial Trust Co / SC trimmed20,947$445K0.1%2026-Q1
Sovereign Financial Group, Inc. added20,198$433K0.1%2026-Q1
CWM, LLC added19,224$412K0.1%2026-Q1
Cerity Partners LLC trimmed19,193$411K0.1%2026-Q1
EVOLVE PRIVATE WEALTH, LLC19,169$411K0.1%2026-Q1
Wedmont Private Capital added18,885$406K0.1%2026-Q1
Capital Advisory Group Advisory Services, LLC trimmed166,745$3M0.9%2025-Q4 stale
Brick & Kyle, Associates added108,031$2M0.6%2025-Q4 stale
HighTower Advisors, LLC trimmed95,237$2M0.5%2025-Q1 stale
COMERICA BANK added78,115$2M0.4%2025-Q4 stale
FIRST CITIZENS BANK & TRUST CO new77,440$2M0.4%2025-Q2 stale
Apexium Financial, LP trimmed70,421$1M0.4%2025-Q3 stale
STIFEL FINANCIAL CORP trimmed72,263$1M0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed57,895$1M0.3%2025-Q2 stale
JANE STREET GROUP, LLC trimmed54,712$1M0.3%2025-Q3 stale
Bison Wealth, LLC trimmed49,275$1M0.3%2025-Q3 stale
Cresset Asset Management, LLC46,750$953K0.2%2025-Q4 stale
MGB Wealth Management, LLC trimmed45,673$932K0.2%2025-Q4 stale
RFG Advisory, LLC added39,808$855K0.2%2025-Q1 stale
Pasadena Private Wealth, LLC added38,576$786K0.2%2025-Q4 stale
D. E. Shaw & Co., Inc. added38,140$778K0.2%2025-Q4 stale
CITADEL ADVISORS LLC added36,326$765K0.2%2025-Q3 stale
Atria Investments, Inc trimmed34,405$702K0.2%2025-Q2 stale
NewEdge Advisors, LLC trimmed33,510$683K0.2%2025-Q4 stale
BENJAMIN EDWARDS INC trimmed32,123$655K0.2%2025-Q4 stale
CIBC Private Wealth Group LLC added31,358$639K0.2%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.

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.

Learn how to read institutional ownership