Who owns PGHY
Which tracked institutional funds hold PGHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGHY 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
13 tracked funds added or opened PGHY while 5 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
PGHY’s largest tracked holder by dollar value, Sowell Financial Services LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PGHY 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 PGHY, 32 increased or opened the position and 31 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 PGHY 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
- Insight Wealth Strategies, LLC$16M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- Inspire Advisors, LLC$2M
- LPL Financial LLC$902K
- Whitcomb & Hess, Inc.$637K
- Sound Income Strategies, LLC$524K
- Kingsview Wealth Management, LLC$456K
- JONES FINANCIAL COMPANIES LLLP$455K
Largest trims
- JANE STREET GROUP, LLC$3M
- Advisory Alpha, 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 |
|---|---|---|---|---|
| Sowell Financial Services LLC added | 891,794 | $18M | 11.7% | 2026-Q2 |
| Sound Income Strategies, LLC added | 759,583 | $15M | 10.0% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 737,661 | $15M | 9.7% | 2026-Q2 |
| Inspire Advisors, LLC added | 732,043 | $14M | 9.6% | 2026-Q2 |
| LPL Financial LLC added | 362,947 | $7M | 4.8% | 2026-Q2 |
| Royal Fund Management, LLC added | 272,615 | $5M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 261,559 | $5M | 3.4% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 195,173 | $4M | 2.6% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 176,861 | $3M | 2.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 161,443 | $3M | 2.1% | 2026-Q2 |
| Philadelphia Investment Partners, LLC added | 117,578 | $2M | 1.5% | 2026-Q2 |
| Simplicity Wealth,LLC added | 113,325 | $2M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 104,474 | $2M | 1.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 74,479 | $1M | 1.0% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 68,897 | $1M | 0.9% | 2026-Q2 |
| Belpointe Asset Management LLC added | 68,897 | $1M | 0.9% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 61,760 | $1M | 0.8% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 60,096 | $1M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 56,053 | $1M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 50,957 | $1M | 0.7% | 2026-Q2 |
| GeoWealth Management, LLC added | 47,468 | $935K | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 39,676 | $782K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,132 | $692K | 0.5% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 33,996 | $670K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 33,774 | $665K | 0.4% | 2026-Q2 |
| APS Management Group, Inc. added | 28,760 | $567K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,021 | $513K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,556 | $484K | 0.3% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC trimmed | 24,206 | $477K | 0.3% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 21,575 | $425K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,439 | $403K | 0.3% | 2026-Q2 |
| AlTi Global, Inc. new | 19,559 | $385K | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 18,507 | $365K | 0.2% | 2026-Q2 |
| Tidal Investments LLC | 18,301 | $361K | 0.2% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. added | 14,308 | $282K | 0.2% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 14,023 | $276K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 10,735 | $211K | 0.1% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp trimmed | 8,489 | $167K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,661 | $132K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,847 | $76K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 3,204 | $63K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 3,100 | $61K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,052 | $40K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,987 | $39K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 1,849 | $36K | 0.0% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST | 1,225 | $24K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,122 | $22K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 918 | $18K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 647 | $13K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 500 | $10K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 480 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 457 | $9K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 351 | $7K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 332 | $7K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 147 | $3K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 55 | $1K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 35 | $698 | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 33 | $650 | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 33 | $642 | 0.0% | 2026-Q2 |
| Insight Wealth Strategies, LLC new | 831,758 | $16M | 10.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 92,776 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 60,454 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC new | 12,313 | $239K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth added | 11,842 | $230K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 11,637 | $226K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC added | 8,370 | $162K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 4,283 | $83K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. added | 2,362 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ new | 1,250 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 1,000 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 365 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Truvestments Capital LLC new | 47 | $912 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 33 | $641 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Stenger Family Office, LLC added | 174,827 | $3M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| Diversify Advisory Services, LLC new | 131,947 | $3M | 1.8% | 2025-Q4 stale (2 quarters behind) |
| GREENBERG FINANCIAL GROUP added | 36,125 | $719K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| EverSource Wealth Advisors, LLC new | 50 | $995 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. new | 114,678 | $2M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 49,919 | $998K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Janney Montgomery Scott LLC added | 41,712 | $834K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Virtu Financial LLC new | 17,692 | $354K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Embree Financial Group trimmed | 16,349 | $327K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 10,767 | $215K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,041 | $200K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC trimmed | 12 | $234 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP added | 165,512 | $3M | 2.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 18,828 | $374K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC new | 2,551 | $51K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. new | 156 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NewSquare Capital LLC | 7 | $139 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.