Who owns PICB
Which tracked institutional funds hold PICB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PICB 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
15 tracked funds added or opened PICB while 6 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
PICB’s largest tracked holder by dollar value, Tanager Wealth Management LLP, sizes it at 9.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PICB 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 62 tracked filers holding PICB, 40 increased or opened the position and 21 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 PICB 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
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$66M
- CITADEL ADVISORS LLC$520K
Full exits 3
- Mariner, LLC$3M
- JANE STREET GROUP, LLC$2M
- Thrivent Financial for Lutherans$2M
Largest adds
- Tanager Wealth Management LLP$19M
- NOMURA ASSET MANAGEMENT CO LTD$2M
- Walkner Condon Financial Advisors LLC$1M
- Dunhill Financial, LLC$1M
- LPL Financial LLC$1M
- WELLS FARGO & COMPANY/MN$932K
Largest trims
- Urban Financial Advisory Corp$6M
- MORGAN STANLEY$4M
- Rathbones Group PLC$362K
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 |
|---|---|---|---|---|
| Tanager Wealth Management LLP added | 4,499,641 | $104M | 30.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,247,916 | $66M | 19.3% | 2026-Q2 |
| Dunhill Financial, LLC added | 2,221,653 | $51M | 15.0% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 834,395 | $19M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 487,269 | $11M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 460,908 | $11M | 3.1% | 2026-Q2 |
| Urban Financial Advisory Corp trimmed | 375,756 | $9M | 2.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 316,541 | $7M | 2.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 294,945 | $7M | 2.0% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 156,512 | $4M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 132,380 | $3M | 0.9% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 120,100 | $3M | 0.8% | 2026-Q2 |
| Rathbones Group PLC trimmed | 114,025 | $3M | 0.8% | 2026-Q2 |
| Bristlecone Value Partners, LLC added | 100,865 | $2M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 75,800 | $2M | 0.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 69,729 | $2M | 0.5% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 65,819 | $2M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 61,039 | $1M | 0.4% | 2026-Q2 |
| Climber Capital SA added | 60,195 | $1M | 0.4% | 2026-Q2 |
| Cerity Partners LLC | 43,847 | $1M | 0.3% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 40,907 | $947K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,009 | $927K | 0.3% | 2026-Q2 |
| Grey Fox Wealth Advisors, LLC trimmed | 35,847 | $830K | 0.2% | 2026-Q2 |
| VERITY Wealth Advisors added | 35,790 | $829K | 0.2% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 33,186 | $767K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 31,057 | $719K | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 30,600 | $709K | 0.2% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC | 28,096 | $651K | 0.2% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 25,631 | $594K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,404 | $542K | 0.2% | 2026-Q2 |
| UBS Group AG added | 23,294 | $539K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 22,720 | $526K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,465 | $520K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 20,359 | $472K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 20,069 | $465K | 0.1% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 17,487 | $404K | 0.1% | 2026-Q2 |
| Pacifica Partners Inc. | 17,315 | $401K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 16,796 | $389K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 15,468 | $358K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,385 | $287K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 12,153 | $281K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 11,982 | $278K | 0.1% | 2026-Q2 |
| Factor Wealth Management LTD trimmed | 11,548 | $267K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 11,329 | $262K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 10,623 | $246K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 9,643 | $223K | 0.1% | 2026-Q2 |
| Addison Advisors LLC added | 8,895 | $206K | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 8,876 | $206K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 6,034 | $140K | 0.0% | 2026-Q2 |
| FIRST UNITED BANK & TRUST trimmed | 4,559 | $106K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 4,088 | $95K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 3,278 | $76K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 2,117 | $49K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 1,953 | $45K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 1,875 | $43K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 1,080 | $25K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,000 | $23K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 672 | $16K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 497 | $12K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 477 | $11K | 0.0% | 2026-Q2 |
| FMR LLC | 42 | $973 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 5 | $116 | 0.0% | 2026-Q2 |
| Mariner, LLC new | 139,971 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 106,183 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 79,886 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Freedom Investment Management, Inc. trimmed | 12,509 | $289K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA new | 10,330 | $239K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Forum Finance Group S.A. new | 9,450 | $175K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC new | 238 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 142 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 32 | $739 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Point Nemo Capital, LLC new | 37,337 | $892K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Plan A Wealth LLC trimmed | 15,141 | $362K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC | 10,000 | $239K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,808 | $43K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 64 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Glass Jacobson Investment Advisors llc | 37 | $882 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Financial Gravity Asset Management, Inc. | 33 | $786 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Redhawk Wealth Advisors, Inc. new | 414,341 | $10M | 2.9% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 8,688 | $210K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 6,417 | $155K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 75 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Financial Gravity Companies, Inc. new | 33 | $798 | 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.