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Institutional Ownership · SEC Form 13F

Who owns PINK


Which tracked institutional funds hold PINK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PINK company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

61
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PINK is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 25 trimmed or exited — on balance reducing.

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

PINK’s largest tracked holder by dollar value, FOURPATH CAPITAL MANAGEMENT, LLC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PINK 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 61 tracked filers holding PINK, 34 increased or opened the position and 52 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 PINK 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 3

  • HRT FINANCIAL LP$1M
  • CITADEL ADVISORS LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$780K

Full exits 9

  • FOURPATH CAPITAL MANAGEMENT, LLC$18M
  • PRIMORIS WEALTH ADVISORS, LLC$3M
  • FOUNDATIONS INVESTMENT ADVISORS, LLC$2M
  • B. Riley Wealth Advisors, Inc.$2M
  • TWO SIGMA INVESTMENTS, LP$1M
  • WMG Financial Advisors, LLC$1M

Largest adds

  • Ironsides Asset Advisors, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$1M
  • Independent Advisor Alliance$747K
  • HARMONY ASSET MANAGEMENT LLC$562K
  • COMMONWEALTH EQUITY SERVICES, LLC$530K

Largest trims

  • LPL Financial LLC$18M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12M
  • Summit Financial, LLC$2M
  • CIBC WORLD MARKET INC.$2M
  • Gladstone Institutional Advisory LLC$2M
  • WCG Wealth Advisors LLC$1M

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
WCG Wealth Advisors LLC added503,148$17M10.0%2026-Q1
LPL Financial LLC trimmed461,340$16M9.2%2026-Q1
HighTower Advisors, LLC trimmed377,893$13M7.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed370,233$13M7.4%2026-Q1
Gladstone Institutional Advisory LLC trimmed347,007$12M6.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added270,132$9M5.4%2026-Q1
CIBC WORLD MARKET INC. trimmed177,677$6M3.5%2026-Q1
LEE DANNER & BASS INC added165,477$6M3.3%2026-Q1
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added111,591$4M2.2%2026-Q1
Ironsides Asset Advisors, LLC added100,146$3M2.0%2026-Q1
Copia Wealth Management trimmed88,868$3M1.8%2026-Q1
Thrivent Financial for Lutherans trimmed73,706$2M1.5%2026-Q1
STIFEL FINANCIAL CORP trimmed54,621$2M1.1%2026-Q1
Haven Private, LLC added49,135$2M1.0%2026-Q1
HRT FINANCIAL LP added42,431$1M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed41,122$1M0.8%2026-Q1
Sanctuary Advisors, LLC added39,167$1M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed38,853$1M0.8%2026-Q1
CITADEL ADVISORS LLC added31,672$1M0.6%2026-Q1
Cambridge Advisors Inc. added31,553$1M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added29,304$986K0.6%2026-Q1
ROYAL BANK OF CANADA added29,124$980K0.6%2026-Q1
Independent Advisor Alliance added29,105$980K0.6%2026-Q1
HARMONY ASSET MANAGEMENT LLC added29,037$977K0.6%2026-Q1
Gambit Capital Management, LLC added28,326$953K0.6%2026-Q1
Flagship Private Wealth, LLC trimmed28,099$946K0.6%2026-Q1
Stratos Wealth Advisors, LLC added25,227$849K0.5%2026-Q1
Ausdal Financial Partners, Inc. trimmed25,118$845K0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed24,206$815K0.5%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed23,318$785K0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added23,185$780K0.5%2026-Q1
JANE STREET GROUP, LLC added18,874$635K0.4%2026-Q1
GFS Advisors, LLC trimmed13,710$461K0.3%2026-Q1
Summit Financial, LLC trimmed11,660$392K0.2%2026-Q1
CWM, LLC trimmed10,489$353K0.2%2026-Q1
IFP Advisors, Inc added10,094$340K0.2%2026-Q1
Fortis Group Advisors, LLC trimmed8,730$305K0.2%2026-Q1
Blue Water Asset Management added8,728$294K0.2%2026-Q1
LeClair Wealth Partners LLC new8,728$294K0.2%2026-Q1
Steward Partners Investment Advisory, LLC added7,986$269K0.2%2026-Q1
Sigma Planning Corp added7,390$249K0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed6,576$221K0.1%2026-Q1
MAI Capital Management trimmed5,575$188K0.1%2026-Q1
Holos Integrated Wealth LLC new3,757$126K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added1,795$60K0.0%2026-Q1
Versant Capital Management, Inc1,641$55K0.0%2026-Q1
Farther Finance Advisors, LLC1,553$53K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed1,476$50K0.0%2026-Q1
AE Wealth Management LLC new730$25K0.0%2026-Q1
Ascentis Independent Advisors new718$24K0.0%2026-Q1
MORGAN STANLEY added630$21K0.0%2026-Q1
Golden State Wealth Management, LLC356$12K0.0%2026-Q1
Geneos Wealth Management Inc.300$10K0.0%2026-Q1
Advisory Services Network, LLC trimmed251$8K0.0%2026-Q1
UBS Group AG added202$7K0.0%2026-Q1
FINANCIAL CONSULATE, INC200$7K0.0%2026-Q1
FOURPATH CAPITAL MANAGEMENT, LLC new480,216$18M10.4%2025-Q4 stale
PRIMORIS WEALTH ADVISORS, LLC added86,075$3M1.9%2025-Q4 stale
Stratos Investment Management, LLC added79,679$2M1.4%2025-Q2 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC new64,313$2M1.4%2025-Q4 stale
B. Riley Wealth Advisors, Inc. added41,563$2M0.9%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added29,100$1M0.6%2025-Q4 stale
RATIONAL ADVISORS, INC. new35,000$1M0.6%2025-Q1 stale
WMG Financial Advisors, LLC added27,573$1M0.6%2025-Q4 stale
Private Advisor Group, LLC added24,830$909K0.5%2025-Q4 stale
WESPAC Advisors, LLC added30,478$893K0.5%2025-Q1 stale
MML INVESTORS SERVICES, LLC added19,231$704K0.4%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed21,990$697K0.4%2025-Q3 stale
JT Stratford LLC new17,877$654K0.4%2025-Q4 stale
M&T Bank Corp17,309$507K0.3%2025-Q1 stale
Essex Financial Services, Inc. new13,561$496K0.3%2025-Q4 stale
Strategic Blueprint, LLC new16,277$477K0.3%2025-Q1 stale
BANK OF MONTREAL /CAN/ added12,018$440K0.3%2025-Q4 stale
Insight Advisors, LLC/ PA added13,231$397K0.2%2025-Q2 stale
Cetera Investment Advisers trimmed10,619$389K0.2%2025-Q4 stale
Claris Financial LLC new10,845$344K0.2%2025-Q3 stale
GRIFFIN ASSET MANAGEMENT, INC. added9,171$336K0.2%2025-Q4 stale
Mutual Advisors, LLC trimmed8,913$326K0.2%2025-Q4 stale
Janney Montgomery Scott LLC trimmed8,824$323K0.2%2025-Q4 stale
Cauble & Harre Wealth Management, Inc. new8,313$304K0.2%2025-Q4 stale
South Shore Capital Advisors new8,000$293K0.2%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed9,962$292K0.2%2025-Q1 stale
Integrated Advisors Network LLC added9,642$289K0.2%2025-Q2 stale
Hilltop Holdings Inc. new7,708$282K0.2%2025-Q4 stale
Brookwood Investment Group LLC new7,490$274K0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added8,599$258K0.2%2025-Q2 stale
OPPENHEIMER & CO INC trimmed5,999$220K0.1%2025-Q4 stale
Freedom Investment Management, Inc. trimmed6,797$216K0.1%2025-Q3 stale
Prosperity Wealth Management, Inc. trimmed7,129$209K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC trimmed6,708$201K0.1%2025-Q2 stale
Kestra Advisory Services, LLC new3,258$119K0.1%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC new2,344$86K0.1%2025-Q4 stale
Estate Planners Group, LLC new1,667$61K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added1,760$56K0.0%2025-Q3 stale
TD Waterhouse Canada Inc. added1,500$54K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC trimmed1,500$45K0.0%2025-Q2 stale
JFS WEALTH ADVISORS, LLC1,015$37K0.0%2025-Q4 stale
Stone House Investment Management, LLC new1,000$37K0.0%2025-Q4 stale
HIGHLINE WEALTH PARTNERS LLC trimmed300$11K0.0%2025-Q4 stale
PNC Financial Services Group, Inc. new250$8K0.0%2025-Q3 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