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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,858,934 | $131M | 7.1% | 2026-Q1 |
| LPL Financial LLC added | 1,378,389 | $63M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,190,971 | $55M | 3.0% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 1,109,623 | $51M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,054,588 | $48M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,031,218 | $47M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 931,078 | $43M | 2.3% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 803,591 | $37M | 2.0% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 763,275 | $35M | 1.9% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS trimmed | 758,912 | $35M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 703,464 | $32M | 1.8% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 640,455 | $29M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 412,078 | $19M | 1.0% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 373,690 | $17M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 294,623 | $14M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 278,140 | $13M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 275,764 | $13M | 0.7% | 2026-Q1 |
| Traction Financial Partners, LLC added | 273,938 | $13M | 0.7% | 2026-Q1 |
| Three Bridge Wealth Advisors, LLC added | 267,339 | $12M | 0.7% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 264,295 | $12M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 252,480 | $12M | 0.6% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 251,726 | $12M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 243,465 | $11M | 0.6% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 239,286 | $11M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 234,796 | $11M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 226,850 | $10M | 0.6% | 2026-Q1 |
| Regal Investment Advisors LLC added | 174,947 | $8M | 0.4% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 168,807 | $8M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 159,688 | $7M | 0.4% | 2026-Q1 |
| Creative Planning added | 157,276 | $7M | 0.4% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 156,382 | $7M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 150,475 | $7M | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 147,544 | $7M | 0.4% | 2026-Q1 |
| Verum Partners LLC trimmed | 143,143 | $7M | 0.4% | 2026-Q1 |
| Ducere Wealth Management LLC trimmed | 136,292 | $6M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 123,678 | $6M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 126,578 | $6M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 121,307 | $6M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 120,617 | $6M | 0.3% | 2026-Q1 |
| Charles Schwab Trust Co trimmed | 115,971 | $5M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 115,498 | $5M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 114,558 | $5M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 112,388 | $5M | 0.3% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT | 112,200 | $5M | 0.3% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 99,279 | $5M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 97,711 | $4M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC | 95,248 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 82,866 | $4M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 82,193 | $4M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 81,466 | $4M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 78,928 | $4M | 0.2% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 77,061 | $4M | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 76,879 | $4M | 0.2% | 2026-Q1 |
| Sound Stewardship, LLC trimmed | 75,601 | $3M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 73,203 | $3M | 0.2% | 2026-Q1 |
| Breakwater Capital Group added | 58,377 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 57,955 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 55,588 | $3M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 50,415 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 54,464 | $2M | 0.1% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 53,696 | $2M | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 53,608 | $2M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 53,047 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 52,216 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 48,848 | $2M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 47,066 | $2M | 0.1% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC trimmed | 45,246 | $2M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 44,239 | $2M | 0.1% | 2026-Q1 |
| Boston Standard Wealth Management, LLC trimmed | 41,491 | $2M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 40,764 | $2M | 0.1% | 2026-Q1 |
| GSG Advisors LLC added | 39,874 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 39,533 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 34,085 | $2M | 0.1% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 33,668 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,299 | $2M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 33,189 | $2M | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 32,718 | $2M | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 32,383 | $1M | 0.1% | 2026-Q1 |
| Evercore Wealth Management, LLC | 31,160 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 30,540 | $1M | 0.1% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 30,390 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 28,480 | $1M | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 28,100 | $1M | 0.1% | 2026-Q1 |
| KWB Wealth trimmed | 26,992 | $1M | 0.1% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 26,554 | $1M | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 25,072 | $1M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 24,932 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 24,257 | $1M | 0.1% | 2026-Q1 |
| Shakespeare Wealth Management, LLC | 23,098 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 22,798 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 22,764 | $1M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. | 22,425 | $1M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 22,267 | $1M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 20,959,358 | $794M | 43.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 543,852 | $22M | 1.2% | 2025-Q2 stale |
| Callan Capital, LLC trimmed | 271,234 | $10M | 0.6% | 2025-Q1 stale |
| Diversify Advisory Services, LLC added | 47,334 | $2M | 0.1% | 2025-Q4 stale |
| Clarius Group, LLC trimmed | 44,478 | $2M | 0.1% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 31,426 | $1M | 0.1% | 2025-Q2 stale |
| BRIGHTON JONES LLC trimmed | 25,751 | $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.