Who owns PFLD
Which tracked institutional funds hold PFLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened PFLD while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PFLD’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PFLD 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 59 tracked filers holding PFLD, 31 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 PFLD 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.
Full exits 3
- Cambridge Investment Research Advisors, Inc.$5M
- Janney Montgomery Scott LLC$1M
- HB Wealth Management, LLC$721K
Largest adds
- MORGAN STANLEY$6M
- WELLS FARGO & COMPANY/MN$971K
- OSAIC HOLDINGS, INC.$773K
- Gotham Asset Management, LLC$413K
- ENVESTNET ASSET MANAGEMENT INC$295K
- COMMONWEALTH EQUITY SERVICES, LLC$293K
Largest trims
- L2 Asset Management, LLC$6M
- RAINEY & RANDALL WEALTH ADVISORS INC.$1M
- JANE STREET GROUP, LLC$1M
- Teucrium Investment Advisors, LLC$536K
- RAYMOND JAMES FINANCIAL INC$366K
- Cetera Investment Advisers$266K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,639,845 | $91M | 35.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,353,708 | $46M | 17.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 688,338 | $13M | 5.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 454,764 | $9M | 3.4% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 449,007 | $9M | 3.4% | 2026-Q2 |
| L2 Asset Management, LLC trimmed | 412,303 | $8M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 411,298 | $8M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 346,806 | $7M | 2.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 337,381 | $7M | 2.6% | 2026-Q2 |
| Teucrium Investment Advisors, LLC trimmed | 237,437 | $5M | 1.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 226,451 | $4M | 1.7% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 216,644 | $4M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 171,102 | $3M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 122,785 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 87,468 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,723 | $1M | 0.5% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 56,717 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 56,328 | $1M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 48,581 | $950K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc | 48,286 | $944K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 47,837 | $935K | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 38,067 | $744K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 36,930 | $722K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 32,500 | $635K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 30,698 | $600K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 26,152 | $511K | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 17,263 | $337K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 16,291 | $319K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 14,238 | $278K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 13,117 | $256K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 13,075 | $256K | 0.1% | 2026-Q2 |
| UBS Group AG added | 12,994 | $254K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 12,586 | $246K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 11,000 | $215K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 10,590 | $207K | 0.1% | 2026-Q2 |
| City Center Advisors, LLC new | 10,293 | $201K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 7,694 | $150K | 0.1% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 7,159 | $140K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 7,000 | $137K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,854 | $134K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 4,268 | $83K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 3,059 | $60K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 2,926 | $57K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. new | 2,400 | $47K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,178 | $43K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors | 1,529 | $30K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,159 | $23K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,044 | $20K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 853 | $17K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 644 | $13K | 0.0% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 587 | $11K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 533 | $10K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 449 | $9K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 385 | $8K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 343 | $7K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 150 | $3K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 149 | $3K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 100 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $3 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 237,791 | $5M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 67,398 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HB Wealth Management, LLC trimmed | 37,228 | $721K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 23,728 | $459K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,222 | $411K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Concorde Asset Management, LLC added | 17,800 | $346K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 16,025 | $310K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC added | 12,501 | $242K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 5,330 | $103K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MassMutual Private Wealth & Trust, FSB | 1,720 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC | 600 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hanson & Doremus Investment Management new | 183 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HUB Investment Partners, LLC | 24,012 | $470K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| National Wealth Management Group, LLC trimmed | 22,565 | $441K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Global Financial Private Client, LLC trimmed | 21,287 | $416K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Coppell Advisory Solutions LLC trimmed | 20,779 | $409K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 18,213 | $356K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 16,211 | $317K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Gladstone Institutional Advisory LLC trimmed | 14,555 | $285K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC added | 14,527 | $284K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 12,782 | $250K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Hilltop Holdings Inc. added | 12,062 | $236K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 533 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| LRI Investments, LLC new | 223 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Essential Partners LLC new | 54 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AllSquare Wealth Management LLC trimmed | 191,732 | $4M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| FIDELIS CAPITAL PARTNERS, LLC new | 50,650 | $998K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Apollon Wealth Management, LLC trimmed | 27,131 | $534K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 18,347 | $361K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CSM Advisors, LLC trimmed | 12,000 | $236K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 4,204 | $83K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| J.Safra Asset Management Corp new | 240 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Curtis Advisory Group, LLC | 134,624 | $3M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 116,691 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Mariner, LLC added | 103,553 | $2M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 83,901 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 20,808 | $408K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 15,903 | $314K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC trimmed | 10,564 | $207K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8,292 | $163K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| FIDUCIARY ADVISORS, INC. added | 2,751 | $54K | 0.0% | 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.