Who owns PRFD
Which tracked institutional funds hold PRFD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRFD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on PRFD is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 4 trimmed or exited — on balance accumulating.
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
PRFD’s largest tracked holder by dollar value, Allianz Asset Management GmbH, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PRFD 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 49 tracked filers holding PRFD, 40 increased or opened the position and 9 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 PRFD 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 3
- BRIGHTON JONES LLC$3M
- Trek Financial, LLC$708K
- Vise Technologies, Inc.$691K
Full exits 4
- Visionary Wealth Advisors$3M
- HighTower Advisors, LLC$2M
- Forum Finance Group S.A.$576K
- GTS SECURITIES LLC$511K
Largest adds
- NewEdge Advisors, LLC$5M
- Gradient Investments LLC$5M
- RFG Advisory, LLC$4M
- Integrated Wealth Concepts LLC$2M
- Mariner, LLC$2M
- LPL Financial 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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allianz Asset Management GmbH added | 1,273,711 | $65M | 28.6% | 2026-Q2 |
| Gradient Investments LLC added | 1,211,734 | $62M | 27.2% | 2026-Q2 |
| LPL Financial LLC added | 341,551 | $18M | 7.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 230,113 | $12M | 5.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 127,325 | $7M | 2.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 121,560 | $6M | 2.7% | 2026-Q2 |
| RFG Advisory, LLC added | 94,044 | $5M | 2.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 78,708 | $4M | 1.8% | 2026-Q2 |
| BRIGHTON JONES LLC new | 63,429 | $3M | 1.4% | 2026-Q2 |
| Mariner, LLC added | 61,481 | $3M | 1.4% | 2026-Q2 |
| Summit Financial, LLC added | 53,634 | $3M | 1.2% | 2026-Q2 |
| Cerity Partners LLC added | 45,695 | $2M | 1.0% | 2026-Q2 |
| Brown Financial Advisors added | 33,171 | $2M | 0.7% | 2026-Q2 |
| Paladin Wealth, LLC added | 23,119 | $1M | 0.5% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. added | 20,060 | $1M | 0.4% | 2026-Q2 |
| Mattson Financial Services, LLC added | 17,436 | $889K | 0.4% | 2026-Q2 |
| Trek Financial, LLC new | 13,788 | $708K | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 13,457 | $691K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 10,447 | $536K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 9,247 | $475K | 0.2% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 9,232 | $474K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 7,974 | $409K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,785 | $348K | 0.2% | 2026-Q2 |
| Williams & Novak, LLC new | 6,760 | $347K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,053 | $311K | 0.1% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. added | 4,520 | $232K | 0.1% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 3,971 | $204K | 0.1% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 3,521 | $181K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,288 | $117K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1,787 | $92K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 1,640 | $84K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 662 | $34K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 642 | $33K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 520 | $27K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 260 | $13K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC added | 253 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 232 | $12K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 213 | $11K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 200 | $10K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 198 | $10K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 194 | $10K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 179 | $9K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 147 | $8K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC added | 107 | $5K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 74 | $4K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 47 | $2K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 23 | $1K | 0.0% | 2026-Q2 |
| Luminist Capital LLC new | 0 | $1K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 14 | $719 | 0.0% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 54,324 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 32,846 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Forum Finance Group S.A. new | 14,241 | $576K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 10,076 | $511K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 9,574 | $485K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 5,309 | $269K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| EverSource Wealth Advisors, LLC added | 406 | $173K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SOL Capital Management CO added | 34,335 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| MAGNOLIA CAPITAL ADVISORS LLC added | 18,058 | $930K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| A4 Wealth Advisors LLC trimmed | 5,863 | $302K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 21 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC | 360,000 | $19M | 8.1% | 2025-Q3 stale (3 quarters behind) |
| MORGAN STANLEY added | 269 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 10,173 | $519K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Mid-American Wealth Advisory Group, Inc. trimmed | 31 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.