Who owns PICK
Which tracked institutional funds hold PICK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PICK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
59 tracked funds added or opened PICK while 27 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
PICK’s largest tracked holder by dollar value, SCHRODER INVESTMENT MANAGEMENT GROUP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PICK 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 241 tracked filers holding PICK, 150 increased or opened the position and 88 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 PICK 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 20
- Quadrature Capital Ltd$19M
- Bluespring Wealth Management, LLC$14M
- Talisman Wealth Advisors LLC$11M
- EQUITABLE TRUST CO$11M
- HENGEHOLD CAPITAL MANAGEMENT LLC$11M
- ALLIANCEBERNSTEIN L.P.$5M
Full exits 13
- Municipal Employees' Retirement System of Michigan$100M
- VESTOR CAPITAL, LLC$12M
- HighTower Advisors, LLC$5M
- Bedell Frazier Investment Counselling, LLC$5M
- BANQUE PICTET & CIE SA$4M
- Bank Pictet & Cie (Europe) AG$3M
Largest adds
- SCHRODER INVESTMENT MANAGEMENT GROUP$209M
- BANK OF AMERICA CORP /DE/$44M
- D. E. Shaw & Co., Inc.$16M
- UBS Group AG$15M
- Proficio Capital Partners LLC$10M
- MORGAN STANLEY$9M
Largest trims
- Woodline Partners LP$8M
- Almanack Investment Partners, LLC.$6M
- JPMORGAN CHASE & CO$4M
- RAYMOND JAMES FINANCIAL INC$2M
- TLS Advisors LLC$2M
- Mariner, LLC$997K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 3,636,013 | $210M | 17.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 2,938,489 | $171M | 14.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,783,301 | $104M | 8.8% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 586,820 | $34M | 2.9% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 506,542 | $29M | 2.5% | 2026-Q2 |
| Woodline Partners LP trimmed | 490,937 | $29M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 473,523 | $28M | 2.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 444,722 | $26M | 2.2% | 2026-Q2 |
| UBS Group AG added | 443,180 | $26M | 2.2% | 2026-Q2 |
| Proficio Capital Partners LLC added | 418,765 | $24M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 374,357 | $22M | 1.9% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 364,653 | $21M | 1.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 359,876 | $21M | 1.8% | 2026-Q2 |
| Quadrature Capital Ltd added | 326,845 | $19M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 324,340 | $19M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 299,868 | $17M | 1.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 293,118 | $17M | 1.5% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 246,919 | $14M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 235,639 | $14M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 223,530 | $13M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 194,189 | $11M | 1.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 187,698 | $11M | 0.9% | 2026-Q2 |
| EQUITABLE TRUST CO new | 182,823 | $11M | 0.9% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC new | 181,034 | $11M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 168,833 | $10M | 0.8% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 164,244 | $10M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 157,101 | $9M | 0.8% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 152,199 | $9M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 150,347 | $9M | 0.7% | 2026-Q2 |
| Talisman Wealth Advisors LLC new | 146,346 | $11M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 136,900 | $8M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 136,889 | $8M | 0.7% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 136,050 | $8M | 0.7% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 134,970 | $8M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 129,818 | $8M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 128,362 | $7M | 0.6% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 127,586 | $7M | 0.6% | 2026-Q2 |
| Retirement Management Systems Inc. added | 123,859 | $7M | 0.6% | 2026-Q2 |
| First Trust Bank, Ltd. added | 122,546 | $7M | 0.6% | 2026-Q2 |
| Trilogy Capital Inc. added | 118,144 | $7M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 106,799 | $6M | 0.5% | 2026-Q2 |
| Barry Investment Advisors, LLC trimmed | 92,743 | $5M | 0.5% | 2026-Q2 |
| Tepp RIA, LLC added | 90,275 | $5M | 0.4% | 2026-Q2 |
| BlueCrest Capital Management Ltd | 90,000 | $5M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 89,700 | $5M | 0.4% | 2026-Q2 |
| Wealthfront Advisers LLC added | 86,342 | $5M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 84,797 | $5M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 81,242 | $5M | 0.4% | 2026-Q2 |
| Refined Wealth Management added | 79,141 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 75,026 | $4M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 71,785 | $4M | 0.4% | 2026-Q2 |
| Allied Investment Advisors, LLC trimmed | 70,114 | $4M | 0.3% | 2026-Q2 |
| TLS Advisors LLC trimmed | 68,615 | $4M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 66,524 | $4M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 61,656 | $4M | 0.3% | 2026-Q2 |
| Consolidated Investment Group LLC | 54,600 | $3M | 0.3% | 2026-Q2 |
| Clear Harbor Asset Management, LLC trimmed | 51,110 | $3M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 50,333 | $3M | 0.2% | 2026-Q2 |
| Principia Wealth Advisory, LLC trimmed | 48,196 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 47,139 | $3M | 0.2% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 40,537 | $2M | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 36,800 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 36,662 | $2M | 0.2% | 2026-Q2 |
| WMS Group LLC trimmed | 36,053 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 33,620 | $2M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 32,564 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,619 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC new | 30,763 | $2M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 29,658 | $2M | 0.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC added | 28,381 | $2M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 27,900 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 26,127 | $2M | 0.1% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 24,712 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 24,382 | $1M | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 24,203 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 24,059 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 23,990 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC | 22,730 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 21,711 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 20,814 | $1M | 0.1% | 2026-Q2 |
| WT Wealth Management new | 19,998 | $1M | 0.1% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC trimmed | 19,738 | $1M | 0.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 19,623 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 19,413 | $1M | 0.1% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 19,366 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 19,179 | $1M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 18,244 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 18,034 | $1M | 0.1% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 17,936 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 17,311 | $1M | 0.1% | 2026-Q2 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 16,914 | $984K | 0.1% | 2026-Q2 |
| Advisor Resource Council added | 16,497 | $967K | 0.1% | 2026-Q2 |
| Synergy Asset Management, LLC added | 16,394 | $953K | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 15,523 | $903K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 15,400 | $896K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 15,305 | $890K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 15,160 | $882K | 0.1% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. new | 14,568 | $847K | 0.1% | 2026-Q2 |
| BFI Infinity Ltd. | 14,250 | $829K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC new | 14,089 | $819K | 0.1% | 2026-Q2 |
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.