Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns PRFZ (PRFZ)


Which tracked institutional funds hold PRFZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRFZ 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.

318
Institutional holders
23,306,897
Shares held (tracked funds)

How the tape is positioned

33 tracked funds added or opened PRFZ while 23 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

PRFZ’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, 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 PRFZ 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 318 tracked filers holding PRFZ, 124 increased or opened the position and 113 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 PRFZ 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 4

  • Federation des caisses Desjardins du Quebec$12M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$3M
  • FIRST MANHATTAN CO. LLC.$718K
  • NATIXIS ADVISORS, LLC$627K

Full exits 4

  • Diversify Advisory Services, LLC$2M
  • Clarius Group, LLC$2M
  • CITADEL ADVISORS LLC$833K
  • GOLDMAN SACHS GROUP INC$707K

Largest adds

  • BANK OF AMERICA CORP /DE/$17M
  • WELLS FARGO & COMPANY/MN$11M
  • Traction Financial Partners, LLC$7M
  • Equitable Holdings, Inc.$5M
  • Sunrise Financial Services, LLC$5M
  • Clearstead Advisors, LLC$4M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
  • Invesco Ltd.$11M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
  • COMMONWEALTH EQUITY SERVICES, LLC$8M
  • MERCER GLOBAL ADVISORS INC /ADV$4M
  • ROYAL BANK OF CANADA$4M

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
BANK OF AMERICA CORP /DE/ added2,858,934$131M7.1%2026-Q1
LPL Financial LLC added1,378,389$63M3.4%2026-Q1
MORGAN STANLEY added1,190,971$55M3.0%2026-Q1
Waverly Advisors, LLC trimmed1,109,623$51M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,054,588$48M2.6%2026-Q1
Cetera Investment Advisers added1,031,218$47M2.6%2026-Q1
WELLS FARGO & COMPANY/MN added931,078$43M2.3%2026-Q1
Arbor Investment Advisors, LLC added803,591$37M2.0%2026-Q1
Stonebridge Financial Group, LLC added763,275$35M1.9%2026-Q1
FIRST FOUNDATION ADVISORS trimmed758,912$35M1.9%2026-Q1
ROYAL BANK OF CANADA trimmed703,464$32M1.8%2026-Q1
WCG Wealth Advisors LLC added640,455$29M1.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed412,078$19M1.0%2026-Q1
Wealthspire Retirement, LLC trimmed373,690$17M0.9%2026-Q1
Baird Financial Group, Inc. added294,623$14M0.7%2026-Q1
Sanctuary Advisors, LLC added278,140$13M0.7%2026-Q1
Equitable Holdings, Inc. added275,764$13M0.7%2026-Q1
Traction Financial Partners, LLC added273,938$13M0.7%2026-Q1
Three Bridge Wealth Advisors, LLC added267,339$12M0.7%2026-Q1
Johnson & White Wealth Management, LLC added264,295$12M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added252,480$12M0.6%2026-Q1
Federation des caisses Desjardins du Quebec added251,726$12M0.6%2026-Q1
UBS Group AG trimmed243,465$11M0.6%2026-Q1
AlphaCore Capital LLC trimmed239,286$11M0.6%2026-Q1
Invesco Ltd. trimmed234,796$11M0.6%2026-Q1
Mariner, LLC trimmed226,850$10M0.6%2026-Q1
Regal Investment Advisors LLC added174,947$8M0.4%2026-Q1
Accredited Investors Inc. trimmed168,807$8M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added159,688$7M0.4%2026-Q1
Creative Planning added157,276$7M0.4%2026-Q1
Arlington Financial Advisors, LLC trimmed156,382$7M0.4%2026-Q1
Bank of New York Mellon Corp added150,475$7M0.4%2026-Q1
Dynamic Advisor Solutions LLC trimmed147,544$7M0.4%2026-Q1
Verum Partners LLC trimmed143,143$7M0.4%2026-Q1
Ducere Wealth Management LLC trimmed136,292$6M0.3%2026-Q1
Cornerstone Wealth Management, LLC trimmed123,678$6M0.3%2026-Q1
JPMORGAN CHASE & CO added126,578$6M0.3%2026-Q1
Perigon Wealth Management, LLC trimmed121,307$6M0.3%2026-Q1
Cerity Partners LLC added120,617$6M0.3%2026-Q1
Charles Schwab Trust Co trimmed115,971$5M0.3%2026-Q1
Focus Partners Wealth added115,498$5M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added114,558$5M0.3%2026-Q1
HighTower Advisors, LLC trimmed112,388$5M0.3%2026-Q1
ALBION FINANCIAL GROUP /UT112,200$5M0.3%2026-Q1
Sunrise Financial Services, LLC added99,279$5M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added97,711$4M0.2%2026-Q1
Wealthspire Advisors, LLC95,248$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added82,866$4M0.2%2026-Q1
Clearstead Advisors, LLC added82,193$4M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed81,466$4M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added78,928$4M0.2%2026-Q1
Crusonia Wealth Advisors LLC trimmed77,061$4M0.2%2026-Q1
WealthBridge Capital Management, LLC added76,879$4M0.2%2026-Q1
Sound Stewardship, LLC trimmed75,601$3M0.2%2026-Q1
Independent Advisor Alliance added73,203$3M0.2%2026-Q1
Breakwater Capital Group added58,377$3M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed57,955$3M0.1%2026-Q1
FMR LLC added55,588$3M0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new50,415$3M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed54,464$2M0.1%2026-Q1
Legacy Private Trust Co. trimmed53,696$2M0.1%2026-Q1
JFS WEALTH ADVISORS, LLC trimmed53,608$2M0.1%2026-Q1
Modern Wealth Management, LLC trimmed53,047$2M0.1%2026-Q1
Quantinno Capital Management LP added52,216$2M0.1%2026-Q1
Rockefeller Capital Management L.P. added48,848$2M0.1%2026-Q1
TD Waterhouse Canada Inc. trimmed47,066$2M0.1%2026-Q1
EQ WEALTH ADVISORS, LLC trimmed45,246$2M0.1%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed44,239$2M0.1%2026-Q1
Boston Standard Wealth Management, LLC trimmed41,491$2M0.1%2026-Q1
Advisory Services Network, LLC trimmed40,764$2M0.1%2026-Q1
GSG Advisors LLC added39,874$2M0.1%2026-Q1
IEQ CAPITAL, LLC added39,533$2M0.1%2026-Q1
Kestra Advisory Services, LLC trimmed34,085$2M0.1%2026-Q1
Bell Investment Advisors, Inc trimmed33,668$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added33,299$2M0.1%2026-Q1
US BANCORP \DE\ added33,189$2M0.1%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed32,718$2M0.1%2026-Q1
Savant Capital, LLC added32,383$1M0.1%2026-Q1
Evercore Wealth Management, LLC31,160$1M0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added30,540$1M0.1%2026-Q1
Resonant Capital Advisors, LLC added30,390$1M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed28,480$1M0.1%2026-Q1
Whipplewood Advisors, LLC trimmed28,100$1M0.1%2026-Q1
KWB Wealth trimmed26,992$1M0.1%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed26,554$1M0.1%2026-Q1
New England Private Wealth Advisors LLC added25,072$1M0.1%2026-Q1
BENJAMIN EDWARDS INC added24,932$1M0.1%2026-Q1
Corient Private Wealth LLC added24,257$1M0.1%2026-Q1
Shakespeare Wealth Management, LLC23,098$1M0.1%2026-Q1
Focus Partners Advisor Solutions, LLC added22,798$1M0.1%2026-Q1
Private Advisor Group, LLC trimmed22,764$1M0.1%2026-Q1
M Holdings Securities, Inc.22,425$1M0.1%2026-Q1
Sequoia Financial Advisors, LLC trimmed22,267$1M0.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added20,959,358$794M43.2%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added543,852$22M1.2%2025-Q2 stale
Callan Capital, LLC trimmed271,234$10M0.6%2025-Q1 stale
Diversify Advisory Services, LLC added47,334$2M0.1%2025-Q4 stale
Clarius Group, LLC trimmed44,478$2M0.1%2025-Q4 stale
Lion Street Advisors, LLC added31,426$1M0.1%2025-Q2 stale
BRIGHTON JONES LLC trimmed25,751$1M0.1%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.

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