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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 4,546,989 | $97M | 25.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,387,438 | $51M | 13.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,360,564 | $29M | 7.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 914,646 | $20M | 5.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 637,945 | $14M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 412,546 | $9M | 2.3% | 2026-Q1 |
| Investors Research Corp added | 377,215 | $8M | 2.1% | 2026-Q1 |
| UBS Group AG added | 325,625 | $7M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 258,000 | $6M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 254,808 | $5M | 1.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 255,608 | $5M | 1.4% | 2026-Q1 |
| Good Steward Wealth Advisors,LLC added | 221,437 | $5M | 1.2% | 2026-Q1 |
| Stolper Co trimmed | 13,761 | $5M | 1.2% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 205,185 | $4M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 204,470 | $4M | 1.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 199,359 | $4M | 1.1% | 2026-Q1 |
| EVOKE WEALTH, LLC | 171,360 | $4M | 1.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 170,189 | $4M | 0.9% | 2026-Q1 |
| AlphaCore Capital LLC added | 170,036 | $4M | 0.9% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 165,003 | $4M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 152,726 | $3M | 0.8% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 137,591 | $3M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 134,201 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 133,053 | $3M | 0.7% | 2026-Q1 |
| Cresta Advisors, Ltd. added | 127,797 | $3M | 0.7% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 122,991 | $3M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 117,331 | $3M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 106,517 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 103,701 | $2M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 101,329 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 91,446 | $2M | 0.5% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 86,798 | $2M | 0.5% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 81,804 | $2M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 81,970 | $2M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 76,997 | $2M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 75,138 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 68,760 | $1M | 0.4% | 2026-Q1 |
| Aspire Capital Advisors LLC added | 68,566 | $1M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 68,053 | $1M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 64,157 | $1M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 63,537 | $1M | 0.4% | 2026-Q1 |
| Axis Wealth Partners, LLC trimmed | 62,180 | $1M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | 52,175 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 51,461 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 49,193 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,885 | $983K | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 43,450 | $931K | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 42,661 | $914K | 0.2% | 2026-Q1 |
| Arax Advisory Partners | 41,799 | $895K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 41,666 | $892K | 0.2% | 2026-Q1 |
| BARRETT & COMPANY, INC. trimmed | 38,878 | $833K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 38,369 | $822K | 0.2% | 2026-Q1 |
| Virtu Financial LLC trimmed | 37,751 | $809K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 36,327 | $778K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 35,553 | $762K | 0.2% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 34,514 | $739K | 0.2% | 2026-Q1 |
| AFT, FORSYTH & COMPANY, INC. trimmed | 33,328 | $714K | 0.2% | 2026-Q1 |
| New Insight Wealth Advisors trimmed | 33,301 | $713K | 0.2% | 2026-Q1 |
| Creative Planning added | 32,904 | $705K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 32,419 | $699K | 0.2% | 2026-Q1 |
| SouthState Bank Corp added | 32,582 | $698K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 31,961 | $685K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 31,881 | $683K | 0.2% | 2026-Q1 |
| BKM Wealth Management, LLC added | 31,755 | $680K | 0.2% | 2026-Q1 |
| FMR LLC added | 31,464 | $674K | 0.2% | 2026-Q1 |
| GLOBALT Investments LLC / GA trimmed | 30,615 | $656K | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 30,180 | $646K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 29,731 | $637K | 0.2% | 2026-Q1 |
| City State Bank added | 28,354 | $607K | 0.2% | 2026-Q1 |
| First PREMIER Bank trimmed | 25,860 | $554K | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 25,765 | $552K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 25,510 | $545K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 24,452 | $524K | 0.1% | 2026-Q1 |
| Curi Capital, LLC | 24,449 | $524K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC trimmed | 20,947 | $445K | 0.1% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 20,198 | $433K | 0.1% | 2026-Q1 |
| CWM, LLC added | 19,224 | $412K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 19,193 | $411K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC | 19,169 | $411K | 0.1% | 2026-Q1 |
| Wedmont Private Capital added | 18,885 | $406K | 0.1% | 2026-Q1 |
| Capital Advisory Group Advisory Services, LLC trimmed | 166,745 | $3M | 0.9% | 2025-Q4 stale |
| Brick & Kyle, Associates added | 108,031 | $2M | 0.6% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 95,237 | $2M | 0.5% | 2025-Q1 stale |
| COMERICA BANK added | 78,115 | $2M | 0.4% | 2025-Q4 stale |
| FIRST CITIZENS BANK & TRUST CO new | 77,440 | $2M | 0.4% | 2025-Q2 stale |
| Apexium Financial, LP trimmed | 70,421 | $1M | 0.4% | 2025-Q3 stale |
| STIFEL FINANCIAL CORP trimmed | 72,263 | $1M | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 57,895 | $1M | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 54,712 | $1M | 0.3% | 2025-Q3 stale |
| Bison Wealth, LLC trimmed | 49,275 | $1M | 0.3% | 2025-Q3 stale |
| Cresset Asset Management, LLC | 46,750 | $953K | 0.2% | 2025-Q4 stale |
| MGB Wealth Management, LLC trimmed | 45,673 | $932K | 0.2% | 2025-Q4 stale |
| RFG Advisory, LLC added | 39,808 | $855K | 0.2% | 2025-Q1 stale |
| Pasadena Private Wealth, LLC added | 38,576 | $786K | 0.2% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 38,140 | $778K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 36,326 | $765K | 0.2% | 2025-Q3 stale |
| Atria Investments, Inc trimmed | 34,405 | $702K | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 33,510 | $683K | 0.2% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC trimmed | 32,123 | $655K | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 31,358 | $639K | 0.2% | 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.
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.