Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 PRFZ is one-sided between 2026-Q1 and 2026-Q2: 96 added or opened and 10 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
PRFZ’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 PRFZ more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 345 tracked filers holding PRFZ, 160 increased or opened the position and 116 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 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 7
- CI INVESTMENTS INC.$12M
- Lebenthal Global Advisors, LLC$6M
- Diversify Advisory Services, LLC$3M
- CITADEL ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- BRIGHTON JONES LLC$1M
Full exits 5
- HighTower Advisors, LLC$5M
- M Holdings Securities, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$779K
- NATIXIS ADVISORS, LLC$627K
- CWM, LLC$550K
Largest adds
- BANK OF AMERICA CORP /DE/$27M
- MORGAN STANLEY$18M
- WELLS FARGO & COMPANY/MN$15M
- LPL Financial LLC$15M
- ROYAL BANK OF CANADA$11M
- Cetera Investment Advisers$10M
Largest trims
- Invesco Ltd.$4M
- Independent Advisor Alliance$2M
- Clearstead Advisors, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$597K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,829,358 | $158M | 12.6% | 2026-Q2 |
| LPL Financial LLC added | 1,398,235 | $78M | 6.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,300,997 | $73M | 5.8% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 1,071,783 | $60M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 1,034,707 | $58M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,031,039 | $58M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,010,685 | $56M | 4.5% | 2026-Q2 |
| Arbor Investment Advisors, LLC added | 805,518 | $45M | 3.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 767,863 | $43M | 3.4% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 762,863 | $43M | 3.4% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 739,179 | $41M | 3.3% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 634,759 | $35M | 2.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 422,426 | $23M | 1.8% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 355,967 | $20M | 1.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 293,041 | $16M | 1.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 288,249 | $16M | 1.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 286,779 | $16M | 1.3% | 2026-Q2 |
| Traction Financial Partners, LLC added | 285,584 | $16M | 1.3% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 266,421 | $15M | 1.2% | 2026-Q2 |
| Three Bridge Wealth Advisors, LLC trimmed | 261,632 | $15M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 247,800 | $14M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 241,394 | $13M | 1.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 241,085 | $13M | 1.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 234,261 | $13M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 224,734 | $13M | 1.0% | 2026-Q2 |
| Mariner, LLC trimmed | 223,907 | $12M | 1.0% | 2026-Q2 |
| CI INVESTMENTS INC. new | 220,300 | $12M | 1.0% | 2026-Q2 |
| Regal Investment Advisors LLC added | 179,531 | $10M | 0.8% | 2026-Q2 |
| Creative Planning added | 163,037 | $9M | 0.7% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 161,715 | $9M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 161,405 | $9M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 154,161 | $9M | 0.7% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 153,664 | $9M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 153,219 | $9M | 0.7% | 2026-Q2 |
| Verum Partners LLC trimmed | 137,069 | $8M | 0.6% | 2026-Q2 |
| Ducere Wealth Management LLC trimmed | 126,030 | $7M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 123,550 | $7M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 122,475 | $7M | 0.5% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 117,056 | $7M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 116,848 | $7M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 115,881 | $6M | 0.5% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT | 112,200 | $6M | 0.5% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 109,278 | $6M | 0.5% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 107,920 | $6M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 104,432 | $6M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 103,683 | $6M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 102,790 | $6M | 0.5% | 2026-Q2 |
| Lebenthal Global Advisors, LLC new | 99,550 | $6M | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 95,879 | $5M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 95,855 | $5M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 92,421 | $5M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,622 | $5M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 80,040 | $4M | 0.4% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 78,803 | $4M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 75,303 | $4M | 0.3% | 2026-Q2 |
| Sound Stewardship, LLC trimmed | 75,200 | $4M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 63,128 | $4M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 59,764 | $3M | 0.3% | 2026-Q2 |
| Breakwater Capital Group added | 58,931 | $3M | 0.3% | 2026-Q2 |
| FMR LLC added | 58,058 | $3M | 0.3% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 55,566 | $3M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC | 53,047 | $3M | 0.2% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 52,381 | $3M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 50,268 | $3M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 50,268 | $3M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 46,443 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 46,319 | $3M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 44,019 | $2M | 0.2% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 42,387 | $2M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 42,267 | $2M | 0.2% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC trimmed | 41,686 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 40,770 | $2M | 0.2% | 2026-Q2 |
| GSG Advisors LLC added | 39,906 | $2M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 39,784 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 38,758 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 34,991 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,231 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 33,847 | $2M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 32,439 | $2M | 0.1% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 32,144 | $2M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 31,903 | $2M | 0.1% | 2026-Q2 |
| Evercore Wealth Management, LLC | 31,160 | $2M | 0.1% | 2026-Q2 |
| Resonant Capital Advisors, LLC | 30,390 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 29,362 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 27,354 | $2M | 0.1% | 2026-Q2 |
| KWB Wealth added | 27,177 | $2M | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 26,292 | $1M | 0.1% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 26,164 | $1M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 26,095 | $1M | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 25,080 | $1M | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC trimmed | 24,248 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 24,155 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 24,030 | $1M | 0.1% | 2026-Q2 |
| Shakespeare Wealth Management, LLC | 23,098 | $1M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 22,908 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 22,558 | $1M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 21,970 | $1M | 0.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC added | 21,920 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 21,864 | $1M | 0.1% | 2026-Q2 |
| Smith Salley Wealth Management | 20,743 | $1M | 0.1% | 2026-Q2 |
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.