Who owns PKW
Which tracked institutional funds hold PKW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PKW 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
33 tracked funds added or opened PKW while 20 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
PKW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 gap the other way — the median holder sizes PKW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PKW 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 250 tracked filers holding PKW, 114 increased or opened the position and 86 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 PKW 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 12
- TWO SIGMA INVESTMENTS, LP$5M
- Asset One Wealth Management LLC$2M
- WIN ADVISORS, INC$2M
- GOLDMAN SACHS GROUP INC$2M
- SILVER OAK SECURITIES, INCORPORATED$1M
- Integrated Wealth Concepts LLC$1M
Full exits 7
- BNP PARIBAS FINANCIAL MARKETS$3M
- NewEdge Advisors, LLC$3M
- IFG Advisory, LLC$2M
- EP Wealth Advisors, LLC$806K
- Dana Investment Advisors, Inc.$726K
- Independent Wealth Network Inc.$659K
Largest adds
- STIFEL FINANCIAL CORP$23M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- UBS Group AG$8M
- Total Clarity Wealth Management, Inc.$4M
- Cambridge Investment Research Advisors, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest trims
- BANK OF AMERICA CORP /DE/$6M
- LPL Financial LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Sovran Advisors, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- RAYMOND JAMES FINANCIAL INC$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 841,993 | $111M | 16.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 455,890 | $60M | 8.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 369,840 | $49M | 7.2% | 2026-Q1 |
| MORGAN STANLEY added | 344,012 | $45M | 6.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 221,091 | $29M | 4.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 193,748 | $25M | 3.8% | 2026-Q1 |
| UBS Group AG added | 173,840 | $23M | 3.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 106,056 | $14M | 2.1% | 2026-Q1 |
| Curtis Advisory Group, LLC added | 82,555 | $11M | 1.6% | 2026-Q1 |
| Mariner, LLC added | 81,983 | $11M | 1.6% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 79,528 | $10M | 1.5% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 72,054 | $10M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 71,073 | $9M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 70,520 | $9M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 68,772 | $9M | 1.3% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 61,405 | $8M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 61,132 | $8M | 1.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 51,542 | $7M | 1.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 58,758 | $7M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 52,312 | $7M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 50,419 | $7M | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC added | 50,413 | $7M | 1.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 48,380 | $6M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,368 | $6M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 46,808 | $6M | 0.9% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 47,246 | $6M | 0.9% | 2026-Q1 |
| FMR LLC added | 43,065 | $6M | 0.8% | 2026-Q1 |
| Hudock, Inc. added | 42,151 | $6M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 38,488 | $5M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 37,685 | $5M | 0.7% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 37,282 | $5M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 36,331 | $5M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 33,993 | $4M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,426 | $4M | 0.7% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 32,255 | $4M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 31,994 | $4M | 0.6% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 29,573 | $4M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 28,718 | $4M | 0.6% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 25,504 | $3M | 0.5% | 2026-Q1 |
| Titiun Yejiel | 25,000 | $3M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 24,796 | $3M | 0.5% | 2026-Q1 |
| Smart Portfolios, LLC added | 23,290 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,130 | $3M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 31,875 | $3M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 21,089 | $3M | 0.4% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. trimmed | 20,496 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 19,894 | $3M | 0.4% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 18,075 | $3M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 18,704 | $2M | 0.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 18,334 | $2M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 17,610 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 16,454 | $2M | 0.3% | 2026-Q1 |
| Stegent Equity Advisors, Inc. added | 16,246 | $2M | 0.3% | 2026-Q1 |
| Essex Financial Services, Inc. added | 16,215 | $2M | 0.3% | 2026-Q1 |
| Madison Asset Management, LLC | 15,839 | $2M | 0.3% | 2026-Q1 |
| Pacific Sun Financial Corp added | 15,801 | $2M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 15,411 | $2M | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 15,182 | $2M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,245 | $2M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 13,497 | $2M | 0.3% | 2026-Q1 |
| Asset One Wealth Management LLC new | 11,948 | $2M | 0.2% | 2026-Q1 |
| One Wealth Map LLC trimmed | 11,908 | $2M | 0.2% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 12,011 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,616 | $2M | 0.2% | 2026-Q1 |
| Tempus Wealth Planning, LLC added | 11,093 | $1M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 11,061 | $1M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 11,007 | $1M | 0.2% | 2026-Q1 |
| BankPlus Trust Department trimmed | 10,036 | $1M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 9,913 | $1M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 9,600 | $1M | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 9,693 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 9,658 | $1M | 0.2% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 9,576 | $1M | 0.2% | 2026-Q1 |
| truNorth Financial Services, Inc. added | 9,626 | $1M | 0.2% | 2026-Q1 |
| Argent Trust Co | 9,412 | $1M | 0.2% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO added | 8,946 | $1M | 0.2% | 2026-Q1 |
| Kendall Capital Management added | 9,265 | $1M | 0.2% | 2026-Q1 |
| Banque de Luxembourg S.A. trimmed | 9,227 | $1M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 9,216 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 8,999 | $1M | 0.2% | 2026-Q1 |
| Destiny Wealth Partners, LLC | 8,618 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 8,467 | $1M | 0.2% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 8,429 | $1M | 0.2% | 2026-Q1 |
| Independent Family Office, LLC | 8,414 | $1M | 0.2% | 2026-Q1 |
| Gator Capital Management, LLC | 8,183 | $1M | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 7,906 | $1M | 0.2% | 2026-Q1 |
| &PARTNERS added | 7,549 | $991K | 0.1% | 2026-Q1 |
| Wedmont Private Capital new | 7,049 | $960K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 7,025 | $922K | 0.1% | 2026-Q1 |
| Collaborative Wealth Managment Inc. | 6,959 | $913K | 0.1% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 61,388 | $8M | 1.2% | 2025-Q3 stale |
| Fortitude Financial, LLC trimmed | 25,272 | $3M | 0.5% | 2025-Q3 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 20,000 | $3M | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 18,813 | $3M | 0.4% | 2025-Q4 stale |
| Park Edge Advisors, LLC trimmed | 16,200 | $2M | 0.3% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 14,318 | $2M | 0.3% | 2025-Q3 stale |
| Hershey Financial Advisers, LLC trimmed | 13,206 | $2M | 0.3% | 2025-Q3 stale |
| IFG Advisory, LLC added | 12,678 | $2M | 0.3% | 2025-Q4 stale |
| WealthBridge Capital Management, LLC added | 9,921 | $1M | 0.2% | 2025-Q3 stale |
| AllSquare Wealth Management LLC trimmed | 7,629 | $1M | 0.1% | 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.
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.