Who owns PIZ (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-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
32 tracked funds added or opened PIZ while 17 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
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 2025-Q4 and 2026-Q1, across 103 tracked filers holding PIZ, 62 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 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 8
- AFFINITY WEALTH MANAGEMENT LLC$42M
- REDSTONE WEALTH MANAGEMENT, LLC$3M
- TRUIST FINANCIAL CORP$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- HighTower Advisors, LLC$2M
- Independent Advisor Alliance$843K
Full exits 7
- CPC Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- NewEdge Advisors, LLC$1M
- Janney Montgomery Scott LLC$1M
- Navis Wealth Advisors, LLC$571K
- Global Retirement Partners, LLC$555K
Largest adds
- WELLS FARGO & COMPANY/MN$13M
- UBS Group AG$10M
- Axiom Financial Strategies, LLC$8M
- MORGAN STANLEY$7M
- RAYMOND JAMES FINANCIAL INC$6M
- NewSquare Capital LLC$6M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11M
- CITADEL ADVISORS LLC$6M
- VISTA INVESTMENT PARTNERS II, LLC$2M
- Systelligence, LLC$1M
- GTS SECURITIES LLC$1M
- OSAIC HOLDINGS, INC.$929K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 2,245,977 | $111M | 21.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,085,573 | $54M | 10.3% | 2026-Q1 |
| AFFINITY WEALTH MANAGEMENT LLC added | 844,684 | $42M | 8.0% | 2026-Q1 |
| LPL Financial LLC added | 675,814 | $33M | 6.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 612,716 | $30M | 5.8% | 2026-Q1 |
| UBS Group AG added | 486,865 | $24M | 4.6% | 2026-Q1 |
| Axiom Financial Strategies, LLC added | 399,835 | $20M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 387,094 | $19M | 3.7% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 342,692 | $17M | 3.3% | 2026-Q1 |
| Systelligence, LLC trimmed | 335,145 | $17M | 3.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 317,195 | $16M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 283,135 | $14M | 2.7% | 2026-Q1 |
| NewSquare Capital LLC added | 187,285 | $9M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 161,640 | $8M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 146,141 | $7M | 1.4% | 2026-Q1 |
| NBC SECURITIES, INC. added | 98,272 | $5M | 0.9% | 2026-Q1 |
| Prospera Financial Services Inc added | 91,519 | $5M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 84,813 | $4M | 0.8% | 2026-Q1 |
| Del-Sette Capital Management, LLC trimmed | 75,410 | $4M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 77,480 | $4M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 65,861 | $3M | 0.6% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC new | 64,576 | $3M | 0.6% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 61,442 | $3M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 61,308 | $3M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 57,853 | $3M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 57,196 | $3M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 54,280 | $3M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 43,486 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC new | 41,116 | $2M | 0.4% | 2026-Q1 |
| &PARTNERS added | 41,110 | $2M | 0.4% | 2026-Q1 |
| Private Advisory Group LLC added | 38,985 | $2M | 0.4% | 2026-Q1 |
| Greenline Wealth Management LLC added | 36,734 | $2M | 0.3% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 36,704 | $2M | 0.3% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 36,704 | $2M | 0.3% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 34,317 | $2M | 0.3% | 2026-Q1 |
| PFG Advisors added | 33,477 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 25,055 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,539 | $1M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 22,936 | $1M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 20,912 | $1M | 0.2% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 20,871 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 20,766 | $1M | 0.2% | 2026-Q1 |
| Trueblood Wealth Management, LLC trimmed | 19,502 | $966K | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC added | 19,100 | $936K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 18,443 | $913K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 17,014 | $843K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 17,753 | $842K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 16,127 | $799K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 15,210 | $753K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,114 | $748K | 0.1% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT added | 14,115 | $699K | 0.1% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC new | 13,757 | $681K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 13,279 | $658K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 12,896 | $639K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 10,382 | $514K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 10,295 | $510K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 8,746 | $447K | 0.1% | 2026-Q1 |
| Monument Capital Management | 8,855 | $439K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 8,248 | $408K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 8,245 | $408K | 0.1% | 2026-Q1 |
| Heirloom Wealth Management new | 8,197 | $406K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 7,994 | $396K | 0.1% | 2026-Q1 |
| KANE INVESTMENT MANAGEMENT, INC. added | 7,730 | $383K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,676 | $380K | 0.1% | 2026-Q1 |
| Nicholson Wealth Management Group, LLC new | 7,652 | $379K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 7,492 | $371K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 7,271 | $360K | 0.1% | 2026-Q1 |
| Stelac Advisory Services LLC new | 7,250 | $359K | 0.1% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. trimmed | 7,057 | $349K | 0.1% | 2026-Q1 |
| Bensler, LLC added | 6,795 | $337K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 6,583 | $326K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,573 | $325K | 0.1% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 6,558 | $325K | 0.1% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 6,479 | $321K | 0.1% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 6,381 | $316K | 0.1% | 2026-Q1 |
| Atria Investments, Inc new | 6,092 | $302K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5,864 | $290K | 0.1% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 5,773 | $286K | 0.1% | 2026-Q1 |
| Darden Wealth Group Inc new | 5,509 | $273K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 5,325 | $264K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 5,235 | $259K | 0.0% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 5,214 | $258K | 0.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 5,176 | $256K | 0.0% | 2026-Q1 |
| WILLNER & HELLER, LLC new | 5,120 | $254K | 0.0% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC | 4,950 | $245K | 0.0% | 2026-Q1 |
| NWF Advisory Services Inc. new | 60,549 | $3M | 0.5% | 2025-Q2 stale |
| CPC Advisors, LLC trimmed | 45,245 | $2M | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 41,740 | $2M | 0.4% | 2025-Q4 stale |
| Financial Management Professionals, Inc. trimmed | 33,490 | $2M | 0.3% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 29,159 | $1M | 0.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 23,298 | $1M | 0.2% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC new | 11,652 | $571K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 11,327 | $555K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 10,621 | $520K | 0.1% | 2025-Q4 stale |
| Ashton Thomas Private Wealth, LLC new | 6,333 | $302K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 6,375 | $293K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,284 | $289K | 0.1% | 2025-Q2 stale |
| Bolthouse Investments, LLC new | 4,190 | $205K | 0.0% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC added | 4,885 | $186K | 0.0% | 2025-Q1 stale |
| FLAGSHIP WEALTH ADVISORS, LLC new | 2,500 | $122K | 0.0% | 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.