Who owns PID
Which tracked institutional funds hold PID, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PID 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
12 tracked funds added or opened PID while 17 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
PID’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes PID more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PID 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 150 tracked filers holding PID, 59 increased or opened the position and 74 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 PID 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 3
- Northwest Financial Advisors$21M
- NewEdge Advisors, LLC$1M
- IFG Advisory, LLC$687K
Full exits 7
- Cambridge Investment Research Advisors, Inc.$5M
- HighTower Advisors, LLC$4M
- Capital Analysts, LLC$1M
- WealthShield Partners, LLC$879K
- JANE STREET GROUP, LLC$801K
- Cynosure Group, LLC$546K
Largest adds
- Kingsview Wealth Management, LLC$8M
- JONES FINANCIAL COMPANIES LLLP$3M
- Equitable Holdings, Inc.$2M
- MORGAN STANLEY$1M
- Mosley Wealth Management$852K
- Strategic Wealth Partners, Ltd.$788K
Largest trims
- Modern Wealth Management, LLC$5M
- FIRST AMERICAN TRUST, FSB$857K
- AMERIPRISE FINANCIAL INC$823K
- LPL Financial LLC$734K
- WELLS FARGO & COMPANY/MN$704K
- CAHILL FINANCIAL ADVISORS INC$500K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,235,994 | $72M | 17.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,576,515 | $35M | 8.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,247,869 | $28M | 6.8% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 1,152,976 | $26M | 6.3% | 2026-Q2 |
| Northwest Financial Advisors added | 960,110 | $21M | 5.3% | 2026-Q2 |
| UBS Group AG trimmed | 921,753 | $20M | 5.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 913,843 | $20M | 5.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 889,648 | $20M | 4.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 809,382 | $18M | 4.5% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 633,789 | $14M | 3.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 394,832 | $9M | 2.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 293,709 | $7M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 279,406 | $6M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 265,187 | $6M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 251,791 | $6M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 238,786 | $5M | 1.3% | 2026-Q2 |
| Morton Capital Management LLC/CA trimmed | 236,547 | $5M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 233,367 | $5M | 1.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 185,656 | $4M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 177,344 | $4M | 1.0% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 174,940 | $4M | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 142,677 | $3M | 0.8% | 2026-Q2 |
| Cheviot Value Management, LLC added | 122,502 | $3M | 0.7% | 2026-Q2 |
| Continuum Advisory, LLC added | 116,535 | $3M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 115,906 | $3M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 111,630 | $2M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 109,884 | $2M | 0.6% | 2026-Q2 |
| BRIAN LOW FINANCIAL GROUP, LLC added | 108,657 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 103,511 | $2M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 102,535 | $2M | 0.6% | 2026-Q2 |
| One Wealth Map LLC added | 87,885 | $2M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 87,681 | $2M | 0.5% | 2026-Q2 |
| &PARTNERS trimmed | 72,547 | $2M | 0.4% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 68,750 | $2M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 68,288 | $2M | 0.4% | 2026-Q2 |
| AAF Wealth Management, LLC trimmed | 64,662 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 63,026 | $1M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP | 62,063 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 61,488 | $1M | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 55,699 | $1M | 0.3% | 2026-Q2 |
| Freedom Financial Partners LLC added | 55,153 | $1M | 0.3% | 2026-Q2 |
| Parcion Private Wealth LLC added | 54,658 | $1M | 0.3% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 52,497 | $1M | 0.3% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 51,182 | $1M | 0.3% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 48,086 | $1M | 0.3% | 2026-Q2 |
| NESTEGG ADVISORS, INC. trimmed | 47,896 | $1M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 46,210 | $1M | 0.3% | 2026-Q2 |
| Mosley Wealth Management added | 43,467 | $965K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 41,182 | $914K | 0.2% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 40,865 | $907K | 0.2% | 2026-Q2 |
| Breakwater Capital Group trimmed | 40,722 | $904K | 0.2% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 38,226 | $849K | 0.2% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 35,812 | $795K | 0.2% | 2026-Q2 |
| Accel Wealth Management trimmed | 35,772 | $794K | 0.2% | 2026-Q2 |
| Legacy Financial Advisors, Inc. trimmed | 34,717 | $771K | 0.2% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 32,881 | $730K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 32,066 | $712K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 30,937 | $687K | 0.2% | 2026-Q2 |
| Appalachian Capital Management Ltd trimmed | 29,524 | $655K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 28,018 | $622K | 0.2% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 27,964 | $621K | 0.2% | 2026-Q2 |
| BCS Wealth Management trimmed | 26,987 | $599K | 0.1% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. added | 25,287 | $561K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,918 | $553K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,437 | $543K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 23,714 | $526K | 0.1% | 2026-Q2 |
| SimpliFi, Inc. added | 23,063 | $512K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC | 21,800 | $484K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 20,934 | $465K | 0.1% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC | 20,066 | $445K | 0.1% | 2026-Q2 |
| SAXON INTERESTS, INC. | 19,946 | $443K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 19,775 | $439K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 19,065 | $423K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 17,695 | $393K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC | 17,640 | $392K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 17,279 | $384K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 16,237 | $360K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,653 | $347K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. | 14,600 | $324K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 14,053 | $312K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 13,900 | $309K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 13,522 | $300K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,001 | $289K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 12,570 | $279K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 12,533 | $278K | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 12,416 | $276K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,128 | $269K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 11,855 | $263K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 11,644 | $258K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 11,343 | $252K | 0.1% | 2026-Q2 |
| Genesis Wealth Advisors, LLC | 10,710 | $238K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 10,678 | $237K | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. new | 10,470 | $232K | 0.1% | 2026-Q2 |
| Lantern Wealth Advisors, LLC | 10,000 | $222K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC added | 9,627 | $214K | 0.1% | 2026-Q2 |
| PFG Advisors new | 9,383 | $208K | 0.1% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 9,362 | $208K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 9,342 | $207K | 0.1% | 2026-Q2 |
| FMR LLC added | 9,307 | $207K | 0.1% | 2026-Q2 |
| Coastwise Capital Group, LLC trimmed | 9,053 | $201K | 0.0% | 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.