Who owns PIZ
Which tracked institutional funds hold PIZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PIZ 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
31 tracked funds added or opened PIZ while 11 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
PIZ’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 PIZ 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 110 tracked filers holding PIZ, 66 increased or opened the position and 40 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 PIZ 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 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Baird Financial Group, Inc.$3M
- Bellars Harris Wealth Management, LLC$3M
- NewEdge Advisors, LLC$2M
Full exits 4
- Cambridge Investment Research Advisors, Inc.$8M
- HighTower Advisors, LLC$2M
- Independent Advisor Alliance$843K
- CITADEL ADVISORS LLC$748K
Largest adds
- LPL Financial LLC$21M
- MORGAN STANLEY$13M
- RAYMOND JAMES FINANCIAL INC$8M
- ROYAL BANK OF CANADA$6M
- AFFINITY WEALTH MANAGEMENT LLC$6M
- JONES FINANCIAL COMPANIES LLLP$4M
Largest trims
- CREATIVE FINANCIAL DESIGNS INC /ADV$9M
- LANARK FINANCIAL, INC.$5M
- UBS Group AG$5M
- Del-Sette Capital Management, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- Private Advisory Group LLC$482K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 1,967,432 | $110M | 19.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,193,152 | $67M | 11.6% | 2026-Q2 |
| LPL Financial LLC added | 966,882 | $54M | 9.4% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC added | 849,910 | $48M | 8.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 648,239 | $36M | 6.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 484,715 | $27M | 4.7% | 2026-Q2 |
| Axiom Financial Strategies, LLC added | 407,770 | $23M | 4.0% | 2026-Q2 |
| UBS Group AG trimmed | 345,711 | $19M | 3.4% | 2026-Q2 |
| Systelligence, LLC added | 335,628 | $19M | 3.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 313,971 | $17M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 284,922 | $16M | 2.8% | 2026-Q2 |
| NewSquare Capital LLC trimmed | 183,637 | $10M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 165,178 | $9M | 1.6% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 149,786 | $8M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 136,806 | $7M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 86,557 | $5M | 0.8% | 2026-Q2 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 84,712 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 81,777 | $5M | 0.8% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 80,972 | $5M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 71,781 | $4M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 69,871 | $4M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 68,647 | $4M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 67,081 | $4M | 0.7% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 62,710 | $4M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 61,747 | $3M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. new | 61,337 | $3M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 54,692 | $3M | 0.5% | 2026-Q2 |
| Genesee Capital Advisors, LLC added | 53,585 | $3M | 0.5% | 2026-Q2 |
| &PARTNERS added | 49,478 | $3M | 0.5% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 46,389 | $3M | 0.5% | 2026-Q2 |
| Greenline Wealth Management LLC added | 44,020 | $2M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 42,595 | $2M | 0.4% | 2026-Q2 |
| PFG Advisors added | 36,657 | $2M | 0.4% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 36,573 | $2M | 0.4% | 2026-Q2 |
| Blueprint Financial Advisors LLC trimmed | 36,573 | $2M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 36,302 | $2M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,455 | $2M | 0.3% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC added | 32,122 | $2M | 0.3% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 25,915 | $1M | 0.3% | 2026-Q2 |
| Del-Sette Capital Management, LLC trimmed | 24,320 | $1M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 23,150 | $1M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 20,683 | $1M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 20,629 | $1M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 20,475 | $1M | 0.2% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 19,979 | $1M | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 19,849 | $1M | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC added | 19,642 | $973K | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 15,684 | $877K | 0.2% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 15,374 | $859K | 0.1% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 14,049 | $785K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 13,975 | $781K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 13,862 | $775K | 0.1% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 13,853 | $774K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 13,685 | $765K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,712 | $591K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 10,582 | $592K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 9,867 | $552K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 9,855 | $551K | 0.1% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 8,992 | $503K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 8,646 | $483K | 0.1% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. added | 8,216 | $459K | 0.1% | 2026-Q2 |
| Nicholson Wealth Management Group, LLC added | 8,073 | $451K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 7,945 | $444K | 0.1% | 2026-Q2 |
| Darden Wealth Group Inc added | 7,796 | $436K | 0.1% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. added | 7,378 | $412K | 0.1% | 2026-Q2 |
| Bensler, LLC added | 7,348 | $411K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 7,271 | $406K | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC | 7,250 | $405K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 7,083 | $396K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 7,079 | $396K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 6,775 | $379K | 0.1% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 6,507 | $364K | 0.1% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 6,378 | $357K | 0.1% | 2026-Q2 |
| MorganRosel Wealth Management, LLC trimmed | 6,331 | $354K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 6,217 | $347K | 0.1% | 2026-Q2 |
| Heirloom Wealth Management trimmed | 5,657 | $316K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,627 | $315K | 0.1% | 2026-Q2 |
| EWA, LLC new | 5,536 | $309K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 5,523 | $309K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 5,468 | $306K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 5,325 | $298K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 5,225 | $292K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 5,218 | $292K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC | 5,214 | $291K | 0.1% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC | 4,950 | $277K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 4,239 | $237K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,879 | $217K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 3,772 | $211K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 2,699 | $151K | 0.0% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC | 2,500 | $140K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 1,987 | $97K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,958 | $109K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,637 | $92K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 1,534 | $86K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 1,360 | $76K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,149 | $64K | 0.0% | 2026-Q2 |
| PURSUIT WEALTH STRATEGIES, LLC new | 990 | $55K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 950 | $53K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 715 | $40K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 600 | $34K | 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.