Who owns PFLD (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-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 PFLD is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 17 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
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 2025-Q4 and 2026-Q1, across 60 tracked filers holding PFLD, 25 increased or opened the position and 44 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 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.
Full exits 2
- Integrated Wealth Concepts LLC$836K
- Alpine Bank Wealth Management$814K
Largest adds
- L2 Asset Management, LLC$8M
- Gotham Asset Management, LLC$2M
- MORGAN STANLEY$548K
- CITADEL ADVISORS LLC$282K
Largest trims
- JANE STREET GROUP, LLC$6M
- WELLS FARGO & COMPANY/MN$2M
- Cetera Investment Advisers$2M
- RAYMOND JAMES FINANCIAL INC$1M
- RAINEY & RANDALL WEALTH ADVISORS INC.$1M
- LPL Financial LLC$1M
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 | 4,380,710 | $85M | 32.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,326,678 | $45M | 17.2% | 2026-Q1 |
| L2 Asset Management, LLC added | 718,661 | $14M | 5.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 688,879 | $13M | 5.1% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 517,740 | $10M | 3.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 446,999 | $9M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 434,249 | $8M | 3.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 337,862 | $7M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 310,297 | $6M | 2.3% | 2026-Q1 |
| Teucrium Investment Advisors, LLC trimmed | 267,477 | $5M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 237,791 | $5M | 1.8% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 221,638 | $4M | 1.7% | 2026-Q1 |
| Gotham Asset Management, LLC added | 207,348 | $4M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 169,425 | $3M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 108,854 | $2M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 106,676 | $2M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 102,062 | $2M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 67,398 | $1M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 59,711 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 55,718 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 52,132 | $1M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc | 48,286 | $935K | 0.4% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 45,530 | $881K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 44,975 | $871K | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 37,228 | $721K | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 37,195 | $720K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 36,616 | $709K | 0.3% | 2026-Q1 |
| &PARTNERS added | 30,844 | $590K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 23,728 | $459K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 23,151 | $448K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,222 | $411K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 16,025 | $310K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 14,238 | $276K | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 13,401 | $259K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA | 13,075 | $253K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 12,501 | $242K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 12,000 | $232K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 10,655 | $206K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 9,900 | $192K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 7,000 | $136K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 6,834 | $132K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,330 | $103K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 4,268 | $83K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC new | 3,059 | $59K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 1,976 | $38K | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB | 1,720 | $33K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 1,529 | $30K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,165 | $23K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 643 | $12K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC | 600 | $12K | 0.0% | 2026-Q1 |
| Advisors Asset Management, Inc. new | 607 | $12K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC trimmed | 533 | $10K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 471 | $9K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 343 | $7K | 0.0% | 2026-Q1 |
| Hanson & Doremus Investment Management new | 183 | $4K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 150 | $3K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 100 | $2K | 0.0% | 2026-Q1 |
| PMV Capital Advisers, LLC new | 9 | $169 | 0.0% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC new | 1 | $17 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 0 | $3 | 0.0% | 2026-Q1 |
| AllSquare Wealth Management LLC trimmed | 191,732 | $4M | 1.4% | 2025-Q3 stale |
| Curtis Advisory Group, LLC | 134,624 | $3M | 1.0% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 116,691 | $2M | 0.9% | 2025-Q2 stale |
| Mariner, LLC added | 103,553 | $2M | 0.8% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 83,901 | $2M | 0.6% | 2025-Q2 stale |
| FIDELIS CAPITAL PARTNERS, LLC new | 50,650 | $998K | 0.4% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC added | 42,715 | $836K | 0.3% | 2025-Q4 stale |
| Alpine Bank Wealth Management added | 41,599 | $814K | 0.3% | 2025-Q4 stale |
| Blueprint Investment Partners LLC new | 27,017 | $546K | 0.2% | 2025-Q1 stale |
| Apollon Wealth Management, LLC trimmed | 27,131 | $534K | 0.2% | 2025-Q3 stale |
| HUB Investment Partners, LLC | 24,012 | $470K | 0.2% | 2025-Q4 stale |
| National Wealth Management Group, LLC trimmed | 22,565 | $441K | 0.2% | 2025-Q4 stale |
| Global Financial Private Client, LLC trimmed | 21,287 | $416K | 0.2% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC trimmed | 20,779 | $409K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 20,808 | $408K | 0.2% | 2025-Q2 stale |
| Waverly Advisors, LLC trimmed | 19,260 | $389K | 0.1% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ added | 18,347 | $361K | 0.1% | 2025-Q3 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 18,213 | $356K | 0.1% | 2025-Q4 stale |
| Concorde Asset Management, LLC added | 17,250 | $337K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 16,211 | $317K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 15,903 | $314K | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 14,783 | $289K | 0.1% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 14,555 | $285K | 0.1% | 2025-Q4 stale |
| Private Advisor Group, LLC added | 14,527 | $284K | 0.1% | 2025-Q4 stale |
| NWF Advisory Services Inc. trimmed | 13,051 | $264K | 0.1% | 2025-Q1 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 12,782 | $250K | 0.1% | 2025-Q4 stale |
| CSM Advisors, LLC trimmed | 12,000 | $236K | 0.1% | 2025-Q3 stale |
| Hilltop Holdings Inc. added | 12,062 | $236K | 0.1% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC trimmed | 10,564 | $207K | 0.1% | 2025-Q2 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8,292 | $163K | 0.1% | 2025-Q2 stale |
| Hexagon Capital Partners LLC | 5,110 | $103K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 4,204 | $83K | 0.0% | 2025-Q3 stale |
| FIDUCIARY ADVISORS, INC. added | 2,751 | $54K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 1,010 | $20K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP | 533 | $10K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 449 | $9K | 0.0% | 2025-Q4 stale |
| J.Safra Asset Management Corp new | 240 | $5K | 0.0% | 2025-Q3 stale |
| LRI Investments, LLC new | 223 | $4K | 0.0% | 2025-Q4 stale |
| Essential Partners LLC new | 54 | $1K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 50 | $1K | 0.0% | 2025-Q3 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.