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Institutional Ownership · SEC Form 13F

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.

241
Institutional holders
21M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
SCHRODER INVESTMENT MANAGEMENT GROUP added3,636,013$210M17.9%2026-Q2
Fisher Asset Management, LLC trimmed2,938,489$171M14.6%2026-Q2
BANK OF AMERICA CORP /DE/ added1,783,301$104M8.8%2026-Q2
New Harbor Financial Group, LLC added586,820$34M2.9%2026-Q2
Greenline Partners, LLC trimmed506,542$29M2.5%2026-Q2
Woodline Partners LP trimmed490,937$29M2.4%2026-Q2
MORGAN STANLEY added473,523$28M2.3%2026-Q2
STIFEL FINANCIAL CORP trimmed444,722$26M2.2%2026-Q2
UBS Group AG added443,180$26M2.2%2026-Q2
Proficio Capital Partners LLC added418,765$24M2.1%2026-Q2
JANE STREET GROUP, LLC trimmed374,357$22M1.9%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich trimmed364,653$21M1.8%2026-Q2
BENJAMIN EDWARDS INC trimmed359,876$21M1.8%2026-Q2
Quadrature Capital Ltd added326,845$19M1.6%2026-Q2
LPL Financial LLC added324,340$19M1.6%2026-Q2
Kestra Advisory Services, LLC added299,868$17M1.5%2026-Q2
D. E. Shaw & Co., Inc. added293,118$17M1.5%2026-Q2
Bluespring Wealth Management, LLC new246,919$14M1.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed235,639$14M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed223,530$13M1.1%2026-Q2
AMERIPRISE FINANCIAL INC added194,189$11M1.0%2026-Q2
GTS SECURITIES LLC added187,698$11M0.9%2026-Q2
EQUITABLE TRUST CO new182,823$11M0.9%2026-Q2
HENGEHOLD CAPITAL MANAGEMENT LLC new181,034$11M0.9%2026-Q2
Baird Financial Group, Inc. added168,833$10M0.8%2026-Q2
Ackerman Capital Advisors, LLC trimmed164,244$10M0.8%2026-Q2
Rockefeller Capital Management L.P. added157,101$9M0.8%2026-Q2
CONFLUENCE INVESTMENT MANAGEMENT LLC added152,199$9M0.8%2026-Q2
OLD MISSION CAPITAL LLC added150,347$9M0.7%2026-Q2
Talisman Wealth Advisors LLC new146,346$11M1.0%2026-Q2
ROYAL BANK OF CANADA added136,900$8M0.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed136,889$8M0.7%2026-Q2
EDMOND DE ROTHSCHILD HOLDING S.A.136,050$8M0.7%2026-Q2
Almanack Investment Partners, LLC. trimmed134,970$8M0.7%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added129,818$8M0.6%2026-Q2
WELLS FARGO & COMPANY/MN added128,362$7M0.6%2026-Q2
THEORY FINANCIAL LLC added127,586$7M0.6%2026-Q2
Retirement Management Systems Inc. added123,859$7M0.6%2026-Q2
First Trust Bank, Ltd. added122,546$7M0.6%2026-Q2
Trilogy Capital Inc. added118,144$7M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed106,799$6M0.5%2026-Q2
Barry Investment Advisors, LLC trimmed92,743$5M0.5%2026-Q2
Tepp RIA, LLC added90,275$5M0.4%2026-Q2
BlueCrest Capital Management Ltd90,000$5M0.4%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed89,700$5M0.4%2026-Q2
Wealthfront Advisers LLC added86,342$5M0.4%2026-Q2
Cetera Investment Advisers added84,797$5M0.4%2026-Q2
CoreCap Advisors, LLC added81,242$5M0.4%2026-Q2
Refined Wealth Management added79,141$5M0.4%2026-Q2
OSAIC HOLDINGS, INC. added75,026$4M0.4%2026-Q2
Sanctuary Advisors, LLC added71,785$4M0.4%2026-Q2
Allied Investment Advisors, LLC trimmed70,114$4M0.3%2026-Q2
TLS Advisors LLC trimmed68,615$4M0.3%2026-Q2
Pinnacle Financial Partners, Inc. added66,524$4M0.3%2026-Q2
Qube Research & Technologies Ltd new61,656$4M0.3%2026-Q2
Consolidated Investment Group LLC54,600$3M0.3%2026-Q2
Clear Harbor Asset Management, LLC trimmed51,110$3M0.3%2026-Q2
Concurrent Investment Advisors, LLC new50,333$3M0.2%2026-Q2
Principia Wealth Advisory, LLC trimmed48,196$3M0.2%2026-Q2
Corient Private Wealth LP added47,139$3M0.2%2026-Q2
Mesirow Financial Investment Management, Inc. added40,537$2M0.2%2026-Q2
Vontobel Holding Ltd. trimmed36,800$2M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added36,662$2M0.2%2026-Q2
WMS Group LLC trimmed36,053$2M0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added33,620$2M0.2%2026-Q2
Federation des caisses Desjardins du Quebec added32,564$2M0.2%2026-Q2
MML INVESTORS SERVICES, LLC added31,619$2M0.2%2026-Q2
RFG Advisory, LLC new30,763$2M0.2%2026-Q2
CIBC WORLD MARKET INC. trimmed29,658$2M0.1%2026-Q2
FIDELIS CAPITAL PARTNERS, LLC added28,381$2M0.1%2026-Q2
SCOTIA CAPITAL INC. trimmed27,900$2M0.1%2026-Q2
Savvy Advisors, Inc. added26,127$2M0.1%2026-Q2
Vermillion Wealth Management, Inc. added24,712$1M0.1%2026-Q2
Arax Advisory Partners added24,382$1M0.1%2026-Q2
Comprehensive Money Management Services LLC added24,203$1M0.1%2026-Q2
TRUIST FINANCIAL CORP added24,059$1M0.1%2026-Q2
Private Advisor Group, LLC added23,990$1M0.1%2026-Q2
BARCLAYS PLC22,730$1M0.1%2026-Q2
Mariner, LLC trimmed21,711$1M0.1%2026-Q2
Creative Planning added20,814$1M0.1%2026-Q2
WT Wealth Management new19,998$1M0.1%2026-Q2
WESPAC Advisors SoCal, LLC trimmed19,738$1M0.1%2026-Q2
Evelyn Partners Group Ltd new19,623$1M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added19,413$1M0.1%2026-Q2
MARSHALL INVESTMENT MANAGEMENT, LLC added19,366$1M0.1%2026-Q2
Beacon Pointe Advisors, LLC trimmed19,179$1M0.1%2026-Q2
NORTHERN TRUST CORP added18,244$1M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added18,034$1M0.1%2026-Q2
Miller Global Investments, LLC trimmed17,936$1M0.1%2026-Q2
Compound Planning, Inc. added17,311$1M0.1%2026-Q2
Elwood & Goetz Wealth Advisory Group, LLC added16,914$984K0.1%2026-Q2
Advisor Resource Council added16,497$967K0.1%2026-Q2
Synergy Asset Management, LLC added16,394$953K0.1%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD15,523$903K0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed15,400$896K0.1%2026-Q2
Pathstone Holdings, LLC added15,305$890K0.1%2026-Q2
Brookstone Capital Management added15,160$882K0.1%2026-Q2
Ewing Morris & Co. Investment Partners Ltd. new14,568$847K0.1%2026-Q2
BFI Infinity Ltd.14,250$829K0.1%2026-Q2
Gateway Wealth Partners, LLC new14,089$819K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership