Who owns PID (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-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
8 tracked funds added or opened PID while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 157 tracked filers holding PID, 64 increased or opened the position and 64 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 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 2
- JANE STREET GROUP, LLC$801K
- CITADEL ADVISORS LLC$663K
Full exits 3
- VestGen Advisors, LLC$2M
- NewEdge Advisors, LLC$1M
- IFG Advisory, LLC$680K
Largest adds
- Equitable Holdings, Inc.$2M
- MORGAN STANLEY$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- Strategic Wealth Partners, Ltd.$1M
- UBS Group AG$1M
- RAYMOND JAMES FINANCIAL INC$427K
Largest trims
- AMERIPRISE FINANCIAL INC$15M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Modern Wealth Management, LLC$2M
- Focus Financial Network, Inc.$935K
- WELLS FARGO & COMPANY/MN$613K
- BCS Wealth Management$595K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,183,166 | $71M | 16.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,604,899 | $36M | 8.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,278,287 | $28M | 6.8% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 1,115,185 | $25M | 5.9% | 2026-Q1 |
| UBS Group AG added | 934,969 | $21M | 5.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 908,881 | $20M | 4.8% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 838,862 | $19M | 4.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 817,477 | $18M | 4.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 717,586 | $16M | 3.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 295,261 | $7M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 279,729 | $6M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 268,941 | $6M | 1.4% | 2026-Q1 |
| Morton Capital Management LLC/CA trimmed | 243,871 | $5M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 239,697 | $5M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 236,239 | $5M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 231,355 | $5M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 219,919 | $5M | 1.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 197,082 | $4M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 196,826 | $4M | 1.0% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 183,977 | $4M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 177,755 | $4M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 160,017 | $4M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 110,456 | $3M | 0.7% | 2026-Q1 |
| Cheviot Value Management, LLC trimmed | 122,042 | $3M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 113,534 | $3M | 0.6% | 2026-Q1 |
| Creative Planning added | 109,888 | $2M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 111,795 | $2M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 106,421 | $2M | 0.6% | 2026-Q1 |
| Continuum Advisory, LLC added | 105,651 | $2M | 0.6% | 2026-Q1 |
| BRIAN LOW FINANCIAL GROUP, LLC added | 99,068 | $2M | 0.5% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB trimmed | 89,617 | $2M | 0.5% | 2026-Q1 |
| One Wealth Map LLC trimmed | 87,010 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 88,314 | $2M | 0.5% | 2026-Q1 |
| &PARTNERS trimmed | 73,128 | $2M | 0.4% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 68,750 | $2M | 0.4% | 2026-Q1 |
| AAF Wealth Management, LLC trimmed | 67,731 | $2M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC | 62,063 | $1M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 61,368 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 60,889 | $1M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC added | 55,906 | $1M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 55,826 | $1M | 0.3% | 2026-Q1 |
| Freedom Financial Partners LLC added | 54,813 | $1M | 0.3% | 2026-Q1 |
| Parcion Private Wealth LLC added | 54,594 | $1M | 0.3% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 53,815 | $1M | 0.3% | 2026-Q1 |
| NESTEGG ADVISORS, INC. trimmed | 49,272 | $1M | 0.3% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 48,086 | $1M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 45,593 | $1M | 0.2% | 2026-Q1 |
| Accel Wealth Management trimmed | 42,284 | $941K | 0.2% | 2026-Q1 |
| Breakwater Capital Group added | 40,981 | $912K | 0.2% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 40,865 | $909K | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 39,493 | $879K | 0.2% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 39,088 | $870K | 0.2% | 2026-Q1 |
| Legacy Financial Advisors, Inc. trimmed | 38,518 | $857K | 0.2% | 2026-Q1 |
| Principle Wealth Partners LLC | 38,262 | $851K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 37,072 | $825K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 36,023 | $801K | 0.2% | 2026-Q1 |
| Eagle Strategies LLC trimmed | 34,626 | $770K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 32,475 | $722K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 29,794 | $663K | 0.2% | 2026-Q1 |
| Appalachian Capital Management Ltd added | 29,635 | $659K | 0.2% | 2026-Q1 |
| GLOBALT Investments LLC / GA trimmed | 29,349 | $653K | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 27,496 | $612K | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 27,349 | $608K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 26,857 | $597K | 0.1% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. added | 25,275 | $562K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 24,625 | $548K | 0.1% | 2026-Q1 |
| Cynosure Group, LLC | 24,523 | $546K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 24,185 | $538K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 23,866 | $531K | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 23,491 | $523K | 0.1% | 2026-Q1 |
| SimpliFi, Inc. added | 22,744 | $506K | 0.1% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 22,356 | $497K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 21,813 | $485K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC | 21,800 | $485K | 0.1% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 20,066 | $446K | 0.1% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 19,946 | $444K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 19,617 | $436K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 18,992 | $423K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 18,104 | $403K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 18,014 | $401K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 17,640 | $392K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 17,279 | $384K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 16,511 | $367K | 0.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 16,288 | $362K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 15,346 | $341K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 14,913 | $332K | 0.1% | 2026-Q1 |
| Kaye Capital Management trimmed | 1,008,078 | $21M | 4.9% | 2025-Q2 stale |
| VestGen Advisors, LLC trimmed | 92,275 | $2M | 0.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 96,869 | $2M | 0.5% | 2025-Q2 stale |
| TFG Advisers LLC added | 78,852 | $2M | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 63,005 | $1M | 0.3% | 2025-Q4 stale |
| Northeast Financial Consultants Inc | 61,943 | $1M | 0.3% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 47,648 | $977K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 36,089 | $740K | 0.2% | 2025-Q2 stale |
| IFG Advisory, LLC added | 30,915 | $680K | 0.2% | 2025-Q4 stale |
| First Horizon Advisors, Inc. trimmed | 28,954 | $594K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 28,208 | $538K | 0.1% | 2025-Q1 stale |
| Sandy Spring Bank | 27,382 | $522K | 0.1% | 2025-Q1 stale |
| COMERICA BANK trimmed | 17,093 | $376K | 0.1% | 2025-Q4 stale |
| SFG Wealth Management, LLC. added | 16,233 | $357K | 0.1% | 2025-Q4 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.