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Institutional Ownership · SEC Form 13F

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.

103
Institutional holders
10,259,389
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
WELLS FARGO & COMPANY/MN added2,245,977$111M21.3%2026-Q1
MORGAN STANLEY added1,085,573$54M10.3%2026-Q1
AFFINITY WEALTH MANAGEMENT LLC added844,684$42M8.0%2026-Q1
LPL Financial LLC added675,814$33M6.4%2026-Q1
ROYAL BANK OF CANADA added612,716$30M5.8%2026-Q1
UBS Group AG added486,865$24M4.6%2026-Q1
Axiom Financial Strategies, LLC added399,835$20M3.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added387,094$19M3.7%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added342,692$17M3.3%2026-Q1
Systelligence, LLC trimmed335,145$17M3.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed317,195$16M3.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added283,135$14M2.7%2026-Q1
NewSquare Capital LLC added187,285$9M1.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added161,640$8M1.5%2026-Q1
Cetera Investment Advisers added146,141$7M1.4%2026-Q1
NBC SECURITIES, INC. added98,272$5M0.9%2026-Q1
Prospera Financial Services Inc added91,519$5M0.9%2026-Q1
JANE STREET GROUP, LLC added84,813$4M0.8%2026-Q1
Del-Sette Capital Management, LLC trimmed75,410$4M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added77,480$4M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added65,861$3M0.6%2026-Q1
REDSTONE WEALTH MANAGEMENT, LLC new64,576$3M0.6%2026-Q1
Wagner Wealth Management, Corp added61,442$3M0.6%2026-Q1
STIFEL FINANCIAL CORP trimmed61,308$3M0.6%2026-Q1
MML INVESTORS SERVICES, LLC added57,853$3M0.5%2026-Q1
Equitable Holdings, Inc. added57,196$3M0.5%2026-Q1
TRUIST FINANCIAL CORP added54,280$3M0.5%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC new43,486$2M0.4%2026-Q1
HighTower Advisors, LLC new41,116$2M0.4%2026-Q1
&PARTNERS added41,110$2M0.4%2026-Q1
Private Advisory Group LLC added38,985$2M0.4%2026-Q1
Greenline Wealth Management LLC added36,734$2M0.3%2026-Q1
Blueprint Investment Partners LLC added36,704$2M0.3%2026-Q1
Blueprint Financial Advisors LLC added36,704$2M0.3%2026-Q1
Genesee Capital Advisors, LLC trimmed34,317$2M0.3%2026-Q1
PFG Advisors added33,477$2M0.3%2026-Q1
Sanctuary Advisors, LLC added25,055$1M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed24,539$1M0.2%2026-Q1
CreativeOne Wealth, LLC added22,936$1M0.2%2026-Q1
Cyndeo Wealth Partners, LLC trimmed20,912$1M0.2%2026-Q1
RiverTree Advisors, LLC trimmed20,871$1M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed20,766$1M0.2%2026-Q1
Trueblood Wealth Management, LLC trimmed19,502$966K0.2%2026-Q1
Formidable Asset Management, LLC added19,100$936K0.2%2026-Q1
PFG Investments, LLC added18,443$913K0.2%2026-Q1
Independent Advisor Alliance added17,014$843K0.2%2026-Q1
JPMORGAN CHASE & CO trimmed17,753$842K0.2%2026-Q1
CITIGROUP INC trimmed16,127$799K0.2%2026-Q1
Advisory Services Network, LLC added15,210$753K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed15,114$748K0.1%2026-Q1
STEINBERGANNA WEALTH MANAGEMENT added14,115$699K0.1%2026-Q1
PETRA FINANCIAL ADVISORS INC new13,757$681K0.1%2026-Q1
Quantinno Capital Management LP added13,279$658K0.1%2026-Q1
Geneos Wealth Management Inc. added12,896$639K0.1%2026-Q1
FIFTH THIRD BANCORP new10,382$514K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added10,295$510K0.1%2026-Q1
Farther Finance Advisors, LLC added8,746$447K0.1%2026-Q1
Monument Capital Management8,855$439K0.1%2026-Q1
CWM, LLC trimmed8,248$408K0.1%2026-Q1
OneDigital Investment Advisors LLC8,245$408K0.1%2026-Q1
Heirloom Wealth Management new8,197$406K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed7,994$396K0.1%2026-Q1
KANE INVESTMENT MANAGEMENT, INC. added7,730$383K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed7,676$380K0.1%2026-Q1
Nicholson Wealth Management Group, LLC new7,652$379K0.1%2026-Q1
GTS SECURITIES LLC trimmed7,492$371K0.1%2026-Q1
CIBC WORLD MARKET INC. trimmed7,271$360K0.1%2026-Q1
Stelac Advisory Services LLC new7,250$359K0.1%2026-Q1
Riggs Asset Managment Co. Inc. trimmed7,057$349K0.1%2026-Q1
Bensler, LLC added6,795$337K0.1%2026-Q1
Gladstone Institutional Advisory LLC added6,583$326K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed6,573$325K0.1%2026-Q1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV added6,558$325K0.1%2026-Q1
VISTA INVESTMENT PARTNERS II, LLC trimmed6,479$321K0.1%2026-Q1
MorganRosel Wealth Management, LLC trimmed6,381$316K0.1%2026-Q1
Atria Investments, Inc new6,092$302K0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC5,864$290K0.1%2026-Q1
DRIVE WEALTH MANAGEMENT, LLC added5,773$286K0.1%2026-Q1
Darden Wealth Group Inc new5,509$273K0.1%2026-Q1
Capital Investment Advisory Services, LLC trimmed5,325$264K0.1%2026-Q1
Kestra Advisory Services, LLC added5,235$259K0.0%2026-Q1
Apollon Wealth Management, LLC trimmed5,214$258K0.0%2026-Q1
BENJAMIN EDWARDS INC added5,176$256K0.0%2026-Q1
WILLNER & HELLER, LLC new5,120$254K0.0%2026-Q1
PRIVATE CLIENT SERVICES, LLC4,950$245K0.0%2026-Q1
NWF Advisory Services Inc. new60,549$3M0.5%2025-Q2 stale
CPC Advisors, LLC trimmed45,245$2M0.4%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed41,740$2M0.4%2025-Q4 stale
Financial Management Professionals, Inc. trimmed33,490$2M0.3%2025-Q3 stale
NewEdge Advisors, LLC added29,159$1M0.3%2025-Q4 stale
Janney Montgomery Scott LLC added23,298$1M0.2%2025-Q4 stale
Navis Wealth Advisors, LLC new11,652$571K0.1%2025-Q4 stale
Global Retirement Partners, LLC added11,327$555K0.1%2025-Q4 stale
COMERICA BANK added10,621$520K0.1%2025-Q4 stale
Ashton Thomas Private Wealth, LLC new6,333$302K0.1%2025-Q3 stale
FLOW TRADERS U.S. LLC trimmed6,375$293K0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed6,284$289K0.1%2025-Q2 stale
Bolthouse Investments, LLC new4,190$205K0.0%2025-Q4 stale
CAROLINAS WEALTH CONSULTING LLC added4,885$186K0.0%2025-Q1 stale
FLAGSHIP WEALTH ADVISORS, LLC new2,500$122K0.0%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.

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