Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

157
Institutional holders
17,640,528
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added3,183,166$71M16.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,604,899$36M8.5%2026-Q1
LPL Financial LLC trimmed1,278,287$28M6.8%2026-Q1
Strategic Wealth Partners, Ltd. added1,115,185$25M5.9%2026-Q1
UBS Group AG added934,969$21M5.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed908,881$20M4.8%2026-Q1
Modern Wealth Management, LLC trimmed838,862$19M4.5%2026-Q1
Equitable Holdings, Inc. added817,477$18M4.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added717,586$16M3.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed295,261$7M1.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added279,729$6M1.5%2026-Q1
ROYAL BANK OF CANADA trimmed268,941$6M1.4%2026-Q1
Morton Capital Management LLC/CA trimmed243,871$5M1.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added239,697$5M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added236,239$5M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added231,355$5M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added219,919$5M1.2%2026-Q1
CAHILL FINANCIAL ADVISORS INC trimmed197,082$4M1.0%2026-Q1
HighTower Advisors, LLC added196,826$4M1.0%2026-Q1
Focus Financial Network, Inc. trimmed183,977$4M1.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed177,755$4M1.0%2026-Q1
Sanctuary Advisors, LLC trimmed160,017$4M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed110,456$3M0.7%2026-Q1
Cheviot Value Management, LLC trimmed122,042$3M0.6%2026-Q1
Mariner, LLC trimmed113,534$3M0.6%2026-Q1
Creative Planning added109,888$2M0.6%2026-Q1
JPMORGAN CHASE & CO added111,795$2M0.6%2026-Q1
Cetera Investment Advisers trimmed106,421$2M0.6%2026-Q1
Continuum Advisory, LLC added105,651$2M0.6%2026-Q1
BRIAN LOW FINANCIAL GROUP, LLC added99,068$2M0.5%2026-Q1
FIRST AMERICAN TRUST, FSB trimmed89,617$2M0.5%2026-Q1
One Wealth Map LLC trimmed87,010$2M0.5%2026-Q1
STIFEL FINANCIAL CORP added88,314$2M0.5%2026-Q1
&PARTNERS trimmed73,128$2M0.4%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC trimmed68,750$2M0.4%2026-Q1
AAF Wealth Management, LLC trimmed67,731$2M0.4%2026-Q1
Corient Private Wealth LLC62,063$1M0.3%2026-Q1
Stratos Wealth Partners, LTD. added61,368$1M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed60,889$1M0.3%2026-Q1
Capital Analysts, LLC added55,906$1M0.3%2026-Q1
Capital Investment Advisors, LLC trimmed55,826$1M0.3%2026-Q1
Freedom Financial Partners LLC added54,813$1M0.3%2026-Q1
Parcion Private Wealth LLC added54,594$1M0.3%2026-Q1
Southland Equity Partners LLC trimmed53,815$1M0.3%2026-Q1
NESTEGG ADVISORS, INC. trimmed49,272$1M0.3%2026-Q1
Institute for Wealth Management, LLC. trimmed48,086$1M0.3%2026-Q1
Cerity Partners LLC added45,593$1M0.2%2026-Q1
Accel Wealth Management trimmed42,284$941K0.2%2026-Q1
Breakwater Capital Group added40,981$912K0.2%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC trimmed40,865$909K0.2%2026-Q1
WealthShield Partners, LLC trimmed39,493$879K0.2%2026-Q1
DRIVE WEALTH MANAGEMENT, LLC added39,088$870K0.2%2026-Q1
Legacy Financial Advisors, Inc. trimmed38,518$857K0.2%2026-Q1
Principle Wealth Partners LLC38,262$851K0.2%2026-Q1
Private Advisor Group, LLC trimmed37,072$825K0.2%2026-Q1
JANE STREET GROUP, LLC added36,023$801K0.2%2026-Q1
Eagle Strategies LLC trimmed34,626$770K0.2%2026-Q1
Kestra Advisory Services, LLC trimmed32,475$722K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed29,794$663K0.2%2026-Q1
Appalachian Capital Management Ltd added29,635$659K0.2%2026-Q1
GLOBALT Investments LLC / GA trimmed29,349$653K0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added27,496$612K0.1%2026-Q1
BCS Wealth Management trimmed27,349$608K0.1%2026-Q1
Merit Financial Group, LLC trimmed26,857$597K0.1%2026-Q1
Alexander Randolph Advisory, Inc. added25,275$562K0.1%2026-Q1
Arkadios Wealth Advisors added24,625$548K0.1%2026-Q1
Cynosure Group, LLC24,523$546K0.1%2026-Q1
Kingsview Wealth Management, LLC trimmed24,185$538K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed23,866$531K0.1%2026-Q1
Capital Advisors, Ltd. LLC trimmed23,491$523K0.1%2026-Q1
SimpliFi, Inc. added22,744$506K0.1%2026-Q1
Wood Tarver Financial Group, LLC trimmed22,356$497K0.1%2026-Q1
Golden State Wealth Management, LLC trimmed21,813$485K0.1%2026-Q1
BIP Wealth, LLC21,800$485K0.1%2026-Q1
BLUEDOOR PRIVATE WEALTH, LLC trimmed20,066$446K0.1%2026-Q1
SAXON INTERESTS, INC. trimmed19,946$444K0.1%2026-Q1
STEPHENS INC /AR/ added19,617$436K0.1%2026-Q1
Sigma Planning Corp added18,992$423K0.1%2026-Q1
Essex Financial Services, Inc. added18,104$403K0.1%2026-Q1
Janney Montgomery Scott LLC added18,014$401K0.1%2026-Q1
Mutual Advisors, LLC trimmed17,640$392K0.1%2026-Q1
Federation des caisses Desjardins du Quebec added17,279$384K0.1%2026-Q1
FIFTH THIRD BANCORP added16,511$367K0.1%2026-Q1
CALTON & ASSOCIATES, INC. added16,288$362K0.1%2026-Q1
Beacon Pointe Advisors, LLC15,346$341K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added14,913$332K0.1%2026-Q1
Kaye Capital Management trimmed1,008,078$21M4.9%2025-Q2 stale
VestGen Advisors, LLC trimmed92,275$2M0.5%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed96,869$2M0.5%2025-Q2 stale
TFG Advisers LLC added78,852$2M0.4%2025-Q2 stale
NewEdge Advisors, LLC trimmed63,005$1M0.3%2025-Q4 stale
Northeast Financial Consultants Inc61,943$1M0.3%2025-Q2 stale
Atria Investments, Inc trimmed47,648$977K0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed36,089$740K0.2%2025-Q2 stale
IFG Advisory, LLC added30,915$680K0.2%2025-Q4 stale
First Horizon Advisors, Inc. trimmed28,954$594K0.1%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed28,208$538K0.1%2025-Q1 stale
Sandy Spring Bank27,382$522K0.1%2025-Q1 stale
COMERICA BANK trimmed17,093$376K0.1%2025-Q4 stale
SFG Wealth Management, LLC. added16,233$357K0.1%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.

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