Who owns PICK (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-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 PICK is one-sided between 2025-Q4 and 2026-Q1: 77 added or opened and 18 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
PICK’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.1% 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 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 2025-Q4 and 2026-Q1, across 220 tracked filers holding PICK, 142 increased or opened the position and 66 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 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.
New buyers 31
- Woodline Partners LP$36M
- BENJAMIN EDWARDS INC$21M
- Bank Julius Baer & Co. Ltd, Zurich$21M
- VESTOR CAPITAL, LLC$12M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$8M
- OLD MISSION CAPITAL LLC$8M
Full exits 7
- PRUDENTIAL PLC$18M
- Cartenna Capital, LP$15M
- Tidal Investments LLC$5M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
- Walleye Capital LLC$2M
- Principia Wealth Advisory, LLC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$35M
- STIFEL FINANCIAL CORP$25M
- Kestra Advisory Services, LLC$16M
- Fisher Asset Management, LLC$11M
- JPMORGAN CHASE & CO$10M
- RAYMOND JAMES FINANCIAL INC$7M
Largest trims
- Municipal Employees' Retirement System of Michigan$36M
- JANE STREET GROUP, LLC$6M
- SCHRODER INVESTMENT MANAGEMENT GROUP$5M
- First Trust Bank, Ltd.$3M
- WELLS FARGO & COMPANY/MN$2M
- ENVESTNET ASSET MANAGEMENT INC$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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 3,030,700 | $172M | 18.0% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan trimmed | 1,767,862 | $100M | 10.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,062,722 | $60M | 6.3% | 2026-Q1 |
| Woodline Partners LP new | 638,738 | $36M | 3.8% | 2026-Q1 |
| New Harbor Financial Group, LLC added | 564,600 | $32M | 3.3% | 2026-Q1 |
| Greenline Partners, LLC added | 507,961 | $29M | 3.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 467,918 | $26M | 2.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 401,759 | $23M | 2.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 373,274 | $21M | 2.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 370,221 | $21M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 323,780 | $18M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 288,950 | $16M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 277,111 | $16M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 262,118 | $15M | 1.6% | 2026-Q1 |
| Proficio Capital Partners LLC added | 257,117 | $15M | 1.5% | 2026-Q1 |
| Almanack Investment Partners, LLC. added | 244,668 | $14M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 230,130 | $13M | 1.4% | 2026-Q1 |
| VESTOR CAPITAL, LLC new | 206,992 | $12M | 1.2% | 2026-Q1 |
| UBS Group AG added | 184,524 | $10M | 1.1% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 180,822 | $10M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 188,563 | $10M | 1.1% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC new | 143,972 | $8M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 139,779 | $8M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 138,194 | $8M | 0.8% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. new | 136,050 | $8M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 135,827 | $8M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 123,112 | $7M | 0.7% | 2026-Q1 |
| Retirement Management Systems Inc. new | 116,694 | $7M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 110,871 | $6M | 0.7% | 2026-Q1 |
| First Trust Bank, Ltd. trimmed | 107,602 | $6M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 105,356 | $6M | 0.6% | 2026-Q1 |
| Trilogy Capital Inc. new | 105,087 | $6M | 0.6% | 2026-Q1 |
| THEORY FINANCIAL LLC added | 102,094 | $6M | 0.6% | 2026-Q1 |
| TLS Advisors LLC | 100,994 | $6M | 0.6% | 2026-Q1 |
| Barry Investment Advisors, LLC trimmed | 95,049 | $5M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 92,836 | $5M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 91,809 | $5M | 0.5% | 2026-Q1 |
| BlueCrest Capital Management Ltd new | 90,000 | $5M | 0.5% | 2026-Q1 |
| Bedell Frazier Investment Counselling, LLC added | 86,019 | $5M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 80,777 | $5M | 0.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 80,134 | $5M | 0.5% | 2026-Q1 |
| Refined Wealth Management new | 77,682 | $4M | 0.5% | 2026-Q1 |
| Allied Investment Advisors, LLC | 70,374 | $4M | 0.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 66,517 | $4M | 0.4% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 64,971 | $4M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 64,183 | $4M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 59,614 | $3M | 0.4% | 2026-Q1 |
| Tepp RIA, LLC new | 59,121 | $3M | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 57,664 | $3M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 56,573 | $3M | 0.3% | 2026-Q1 |
| Consolidated Investment Group LLC new | 54,600 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 53,207 | $3M | 0.3% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 51,428 | $3M | 0.3% | 2026-Q1 |
| Bank Pictet & Cie (Europe) AG trimmed | 48,989 | $3M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 45,819 | $3M | 0.3% | 2026-Q1 |
| Vontobel Holding Ltd. added | 41,800 | $2M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 40,531 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 39,935 | $2M | 0.2% | 2026-Q1 |
| WMS Group LLC new | 36,513 | $2M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 35,000 | $2M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 32,036 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,666 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 30,261 | $2M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 27,962 | $2M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 26,700 | $2M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 25,708 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC trimmed | 23,812 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 23,265 | $1M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 23,063 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 22,730 | $1M | 0.1% | 2026-Q1 |
| Vermillion Wealth Management, Inc. added | 21,941 | $1M | 0.1% | 2026-Q1 |
| FIDELIS CAPITAL PARTNERS, LLC new | 21,149 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 20,704 | $1M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 20,661 | $1M | 0.1% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC new | 19,770 | $1M | 0.1% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 18,700 | $1M | 0.1% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 18,509 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 18,183 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,549 | $993K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP | 17,285 | $978K | 0.1% | 2026-Q1 |
| Forum Finance Group S.A. new | 21,070 | $968K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 16,944 | $959K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC new | 16,825 | $952K | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 16,100 | $911K | 0.1% | 2026-Q1 |
| PRUDENTIAL PLC added | 341,200 | $18M | 1.8% | 2025-Q4 stale |
| Cartenna Capital, LP new | 300,000 | $15M | 1.6% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. added | 188,350 | $8M | 0.9% | 2025-Q3 stale |
| Tidal Investments LLC trimmed | 95,286 | $5M | 0.5% | 2025-Q4 stale |
| Trans-Canada Capital Inc. | 90,250 | $4M | 0.4% | 2025-Q3 stale |
| Empowered Funds, LLC trimmed | 98,579 | $4M | 0.4% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP | 65,658 | $3M | 0.3% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC added | 63,707 | $3M | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 59,001 | $3M | 0.3% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 46,480 | $2M | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC added | 37,444 | $2M | 0.2% | 2025-Q4 stale |
| Fifth Third Securities, Inc. new | 38,651 | $2M | 0.2% | 2025-Q3 stale |
| Principia Wealth Advisory, LLC added | 31,443 | $2M | 0.2% | 2025-Q4 stale |
| ASB Consultores, LLC trimmed | 42,962 | $2M | 0.2% | 2025-Q1 stale |
| Clark Capital Management Group, Inc. new | 29,564 | $2M | 0.2% | 2025-Q4 stale |
| Family Firm, Inc. added | 37,064 | $1M | 0.1% | 2025-Q2 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.