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Institutional Ownership · SEC Form 13F

Who owns PULS (PULS)


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

439
Institutional holders
202,848,644
Shares held (tracked funds)

How the tape is positioned

164 tracked funds added or opened PULS while 83 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

PULS’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes PULS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PULS 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 439 tracked filers holding PULS, 278 increased or opened the position and 156 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 PULS 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 23

  • LeClair Wealth Partners LLC$34M
  • Navigation Group, LLC$29M
  • Fortis Capital Management LLC$12M
  • Client First Investment Management LLC$8M
  • VISTA INVESTMENT PARTNERS LLC$8M
  • Bouvel Investment Partners, LLC$4M

Full exits 14

  • COMERICA BANK$13M
  • Global Retirement Partners, LLC$9M
  • CORE WEALTH ADVISORS, LLC$9M
  • IFG Advisory, LLC$9M
  • Diversify Advisory Services, LLC$8M
  • Tower Research Capital LLC (TRC)$4M

Largest adds

  • Cetera Investment Advisers$85M
  • LPL Financial LLC$77M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55M
  • PNC FINANCIAL SERVICES GROUP, INC.$45M
  • AMERIPRISE FINANCIAL INC$43M
  • MORGAN STANLEY$40M

Largest trims

  • NewEdge Advisors, LLC$53M
  • STIFEL FINANCIAL CORP$14M
  • Blue Water Asset Management$7M
  • INTEGRITY ALLIANCE, LLC.$7M
  • FMR LLC$6M
  • Vickerman Investment Advisors, Inc.$6M

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
JPMORGAN CHASE & CO added39,414,024$2.0B20.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed22,447,880$1.1B11.4%2026-Q1
MORGAN STANLEY added17,396,785$861M8.8%2026-Q1
LPL Financial LLC added12,718,445$630M6.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed11,480,041$568M5.8%2026-Q1
WELLS FARGO & COMPANY/MN added7,842,271$388M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added5,107,827$253M2.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added4,939,651$245M2.5%2026-Q1
Cetera Investment Advisers added4,739,085$235M2.4%2026-Q1
FMR LLC trimmed4,456,224$221M2.3%2026-Q1
UBS Group AG added4,375,558$217M2.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,871,800$192M2.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,238,063$161M1.7%2026-Q1
ROYAL BANK OF CANADA added2,441,278$121M1.2%2026-Q1
AMERIPRISE FINANCIAL INC added2,390,003$118M1.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,309,487$114M1.2%2026-Q1
STIFEL FINANCIAL CORP trimmed1,810,138$90M0.9%2026-Q1
OSAIC HOLDINGS, INC. added1,618,528$80M0.8%2026-Q1
Kensington Asset Management, LLC1,588,148$79M0.8%2026-Q1
Crane Advisory, LLC added1,537,220$76M0.8%2026-Q1
MAI Capital Management trimmed1,454,771$72M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,124,589$56M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,009,758$50M0.5%2026-Q1
Private Advisor Group, LLC added940,649$47M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added770,603$38M0.4%2026-Q1
Lakeshore Financial Planning, Inc. added768,939$38M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added740,872$37M0.4%2026-Q1
Vickerman Investment Advisors, Inc. trimmed686,116$34M0.3%2026-Q1
Pine Harbor Wealth Management, LLC added685,513$34M0.3%2026-Q1
Blue Water Asset Management trimmed684,685$34M0.3%2026-Q1
LeClair Wealth Partners LLC new684,685$34M0.3%2026-Q1
Crewe Advisors LLC trimmed675,334$33M0.3%2026-Q1
AMJ Financial Wealth Management added662,171$33M0.3%2026-Q1
Main Street Group, LTD trimmed659,316$33M0.3%2026-Q1
Valeo Financial Advisors, LLC added616,909$31M0.3%2026-Q1
Peak Planning Group, LLC added589,238$29M0.3%2026-Q1
Navigation Group, LLC new585,168$29M0.3%2026-Q1
Janney Montgomery Scott LLC added563,607$28M0.3%2026-Q1
EP Wealth Advisors, LLC trimmed531,749$26M0.3%2026-Q1
IHT Wealth Management, LLC added530,350$26M0.3%2026-Q1
MBM WEALTH CONSULTANTS, LLC added503,937$25M0.3%2026-Q1
Embree Financial Group added494,297$24M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added490,072$24M0.2%2026-Q1
Equitable Holdings, Inc. added478,478$24M0.2%2026-Q1
Disciplina Capital Management LLC added449,951$22M0.2%2026-Q1
IRONWOOD WEALTH MANAGEMENT, INC. added420,392$21M0.2%2026-Q1
&PARTNERS added412,025$21M0.2%2026-Q1
IAG Wealth Partners, LLC trimmed416,005$21M0.2%2026-Q1
Ameritas Advisory Services, LLC added413,088$20M0.2%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC trimmed412,856$20M0.2%2026-Q1
Symphony Financial, Ltd. Co. added411,953$20M0.2%2026-Q1
Wealthcare Advisory Partners LLC added396,686$20M0.2%2026-Q1
FINANCIAL CONSULATE, INC added395,811$20M0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added391,680$19M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed386,858$19M0.2%2026-Q1
Arete Wealth Advisors, LLC added377,807$19M0.2%2026-Q1
Kestra Advisory Services, LLC added373,761$19M0.2%2026-Q1
Ashton Thomas Private Wealth, LLC added366,292$18M0.2%2026-Q1
Rockefeller Capital Management L.P. added356,427$18M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added336,405$17M0.2%2026-Q1
Fairvoy Private Wealth, LLC added325,323$16M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added324,349$16M0.2%2026-Q1
Stratos Wealth Partners, LTD. added323,860$16M0.2%2026-Q1
Bulwark Capital Corp added321,880$16M0.2%2026-Q1
Caliber Wealth Management, LLC / KS added304,457$15M0.2%2026-Q1
HighTower Advisors, LLC added303,987$15M0.2%2026-Q1
Kingsview Wealth Management, LLC added298,853$15M0.2%2026-Q1
DAVENPORT & Co LLC added295,103$15M0.1%2026-Q1
Sand Hill Global Advisors, LLC trimmed289,424$14M0.1%2026-Q1
OPPENHEIMER & CO INC added288,488$14M0.1%2026-Q1
M Wealth Management, LLC trimmed282,182$14M0.1%2026-Q1
Good Steward Wealth Advisors,LLC added280,457$14M0.1%2026-Q1
1 NORTH WEALTH SERVICES LLC added279,119$14M0.1%2026-Q1
FIFTH THIRD BANCORP added278,538$14M0.1%2026-Q1
Hedeker Wealth, LLC added278,218$14M0.1%2026-Q1
Leelyn Smith, LLC trimmed271,482$13M0.1%2026-Q1
Inscription Capital, LLC added264,568$13M0.1%2026-Q1
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added255,779$13M0.1%2026-Q1
NewEdge Wealth, LLC trimmed254,065$13M0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed251,761$12M0.1%2026-Q1
J.W. COLE ADVISORS, INC. added247,217$12M0.1%2026-Q1
Fortis Capital Management LLC new232,550$12M0.1%2026-Q1
Advisory Services Network, LLC added230,629$11M0.1%2026-Q1
BOS Asset Management, LLC added223,312$11M0.1%2026-Q1
Onyx Bridge Wealth Group LLC added219,146$11M0.1%2026-Q1
Clark Wealth Partners added210,803$10M0.1%2026-Q1
Shore Point Advisors, LLC added210,882$10M0.1%2026-Q1
WESPAC Advisors, LLC added206,166$10M0.1%2026-Q1
Kovack Advisors, Inc. added206,189$10M0.1%2026-Q1
Stonebridge Financial Group, LLC added205,427$10M0.1%2026-Q1
Horizon Wealth Management, LLC added201,392$10M0.1%2026-Q1
Live Oak Investment Partners trimmed197,188$10M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed196,092$10M0.1%2026-Q1
BENJAMIN EDWARDS INC trimmed195,027$10M0.1%2026-Q1
SHEETS SMITH WEALTH MANAGEMENT added194,980$10M0.1%2026-Q1
Temasek Holdings (Private) Ltd added5,037,200$250M2.6%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC added2,313,100$115M1.2%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added863,066$43M0.4%2025-Q2 stale
COMERICA BANK trimmed266,618$13M0.1%2025-Q4 stale
CITADEL ADVISORS LLC added194,547$10M0.1%2025-Q2 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