Who owns PGRO
Which tracked institutional funds hold PGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGRO 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
The tracked-fund tape on PGRO is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 1 trimmed or exited — on balance accumulating.
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
PGRO’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, 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 PGRO 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 21 tracked filers holding PGRO, 12 increased or opened the position and 4 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 PGRO 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.
New buyers 2
- FRANKLIN RESOURCES INC$30M
- RFG Advisory, LLC$13M
Full exits 1
- HighTower Advisors, LLC$4M
Largest adds
- Cetera Investment Advisers$9M
- Next Level Private LLC$5M
- &PARTNERS$2M
- BENJAMIN EDWARDS INC$2M
- Sequent Planning LLC$2M
- Prosperity Financial Group, Inc.$776K
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 |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC added | 620,131 | $30M | 25.0% | 2026-Q2 |
| Cetera Investment Advisers added | 532,108 | $25M | 21.4% | 2026-Q2 |
| Next Level Private LLC added | 268,851 | $13M | 10.8% | 2026-Q2 |
| RFG Advisory, LLC new | 264,218 | $13M | 10.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 128,843 | $6M | 5.2% | 2026-Q2 |
| Sequent Planning LLC added | 119,206 | $6M | 4.8% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 92,024 | $4M | 3.7% | 2026-Q2 |
| &PARTNERS added | 81,851 | $4M | 3.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 74,899 | $4M | 3.0% | 2026-Q2 |
| Professional Financial Advisors, LLC trimmed | 74,126 | $4M | 3.0% | 2026-Q2 |
| SMITH, MOORE & CO. added | 21,809 | $1M | 0.9% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 21,520 | $1M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 20,652 | $984K | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,708 | $749K | 0.6% | 2026-Q2 |
| WealthCare Investment Partners, LLC | 6,095 | $290K | 0.2% | 2026-Q2 |
| World Investment Advisors | 6,122 | $247K | 0.2% | 2026-Q2 |
| Allworth Financial LP new | 5,000 | $238K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 4,805 | $229K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 814 | $39K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 119 | $6K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 43 | $2K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 97,848 | $4M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 19,542 | $872K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,942 | $667K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA added | 6,081 | $271K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 7 | $313 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 5,225 | $232K | 0.2% | 2025-Q3 stale (3 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.