Who owns PIE
Which tracked institutional funds hold PIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PIE 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
The tracked-fund tape on PIE is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 4 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
PIE’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PIE 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 72 tracked filers holding PIE, 41 increased or opened the position and 27 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 PIE 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
- Wagner Wealth Management, Corp$3M
- OLD MISSION CAPITAL LLC$606K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$578K
Full exits 3
- Cambridge Investment Research Advisors, Inc.$2M
- CITADEL ADVISORS LLC$719K
- GOLDMAN SACHS GROUP INC$616K
Largest adds
- MORGAN STANLEY$37M
- RAYMOND JAMES FINANCIAL INC$11M
- ROYAL BANK OF CANADA$7M
- WELLS FARGO & COMPANY/MN$6M
- LPL Financial LLC$3M
- NewSquare Capital LLC$2M
Largest trims
- JANE STREET GROUP, LLC$2M
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 | 1,304,836 | $44M | 22.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,080,260 | $36M | 18.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 878,802 | $29M | 15.1% | 2026-Q2 |
| NewSquare Capital LLC trimmed | 361,283 | $12M | 6.2% | 2026-Q2 |
| LPL Financial LLC added | 294,694 | $10M | 5.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 264,917 | $9M | 4.5% | 2026-Q2 |
| Maltin Wealth Management, Inc. trimmed | 180,244 | $6M | 3.1% | 2026-Q2 |
| UBS Group AG added | 172,957 | $6M | 3.0% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 115,122 | $4M | 2.0% | 2026-Q2 |
| Wagner Wealth Management, Corp new | 94,438 | $3M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 75,968 | $3M | 1.3% | 2026-Q2 |
| Private Advisory Group LLC added | 65,385 | $2M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 59,151 | $2M | 1.0% | 2026-Q2 |
| &PARTNERS added | 50,699 | $2M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 43,775 | $1M | 0.8% | 2026-Q2 |
| PFG Investments, LLC added | 40,343 | $1M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,289 | $1M | 0.7% | 2026-Q2 |
| MorganRosel Wealth Management, LLC added | 37,894 | $1M | 0.7% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 30,217 | $1M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 29,096 | $972K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 24,110 | $805K | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 21,095 | $703K | 0.4% | 2026-Q2 |
| Del-Sette Capital Management, LLC trimmed | 18,387 | $614K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 18,152 | $606K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 18,683 | $604K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,776 | $594K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 17,600 | $588K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,321 | $578K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 16,995 | $568K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 16,945 | $566K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 14,963 | $500K | 0.3% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 14,000 | $468K | 0.2% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 13,795 | $461K | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 13,350 | $446K | 0.2% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 13,118 | $438K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 12,529 | $418K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 12,443 | $416K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 11,921 | $398K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 11,207 | $374K | 0.2% | 2026-Q2 |
| Nicholson Wealth Management Group, LLC added | 10,919 | $365K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 10,533 | $352K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 10,044 | $335K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 10,027 | $335K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC new | 9,802 | $327K | 0.2% | 2026-Q2 |
| EWA, LLC new | 9,405 | $314K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,623 | $288K | 0.1% | 2026-Q2 |
| Creative Planning added | 8,003 | $267K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 7,522 | $251K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC new | 7,137 | $238K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,916 | $231K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 5,766 | $193K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 5,678 | $190K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. | 4,890 | $163K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,400 | $147K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 2,440 | $81K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 1,800 | $60K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. new | 1,168 | $39K | 0.0% | 2026-Q2 |
| Sankala Group LLC trimmed | 1,116 | $37K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 790 | $26K | 0.0% | 2026-Q2 |
| Register Financial Advisors LLC added | 566 | $19K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 544 | $18K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 537 | $17K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 512 | $17K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC | 505 | $17K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 294 | $10K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 239 | $8K | 0.0% | 2026-Q2 |
| FMR LLC | 200 | $7K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 118 | $4K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 118 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 106 | $4K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 60 | $2K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | $67 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 61,417 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 27,640 | $719K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 23,672 | $616K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 13,574 | $353K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Heirloom Wealth Management new | 9,461 | $246K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 8,554 | $223K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 224 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 11,713 | $276K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Shade Tree Advisors LLC new | 8,900 | $210K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 6,045 | $143K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 3,451 | $82K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MGB Wealth Management, LLC | 2,000 | $47K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Eagle Bay Advisors LLC trimmed | 1,386 | $33K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 200 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Capital Investment Advisory Services, LLC | 98 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| M Holdings Securities, Inc. trimmed | 39,217 | $957K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| FAS Wealth Partners, Inc. | 1,326 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC trimmed | 617 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,061 | $232K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC | 444 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 273 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.