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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 39,414,024 | $2.0B | 20.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 22,447,880 | $1.1B | 11.4% | 2026-Q1 |
| MORGAN STANLEY added | 17,396,785 | $861M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 12,718,445 | $630M | 6.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,480,041 | $568M | 5.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,842,271 | $388M | 4.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,107,827 | $253M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,939,651 | $245M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 4,739,085 | $235M | 2.4% | 2026-Q1 |
| FMR LLC trimmed | 4,456,224 | $221M | 2.3% | 2026-Q1 |
| UBS Group AG added | 4,375,558 | $217M | 2.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,871,800 | $192M | 2.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,238,063 | $161M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,441,278 | $121M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,390,003 | $118M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,309,487 | $114M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,810,138 | $90M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,618,528 | $80M | 0.8% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,588,148 | $79M | 0.8% | 2026-Q1 |
| Crane Advisory, LLC added | 1,537,220 | $76M | 0.8% | 2026-Q1 |
| MAI Capital Management trimmed | 1,454,771 | $72M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,124,589 | $56M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,009,758 | $50M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 940,649 | $47M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 770,603 | $38M | 0.4% | 2026-Q1 |
| Lakeshore Financial Planning, Inc. added | 768,939 | $38M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 740,872 | $37M | 0.4% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. trimmed | 686,116 | $34M | 0.3% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC added | 685,513 | $34M | 0.3% | 2026-Q1 |
| Blue Water Asset Management trimmed | 684,685 | $34M | 0.3% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 684,685 | $34M | 0.3% | 2026-Q1 |
| Crewe Advisors LLC trimmed | 675,334 | $33M | 0.3% | 2026-Q1 |
| AMJ Financial Wealth Management added | 662,171 | $33M | 0.3% | 2026-Q1 |
| Main Street Group, LTD trimmed | 659,316 | $33M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 616,909 | $31M | 0.3% | 2026-Q1 |
| Peak Planning Group, LLC added | 589,238 | $29M | 0.3% | 2026-Q1 |
| Navigation Group, LLC new | 585,168 | $29M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 563,607 | $28M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 531,749 | $26M | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 530,350 | $26M | 0.3% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC added | 503,937 | $25M | 0.3% | 2026-Q1 |
| Embree Financial Group added | 494,297 | $24M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 490,072 | $24M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 478,478 | $24M | 0.2% | 2026-Q1 |
| Disciplina Capital Management LLC added | 449,951 | $22M | 0.2% | 2026-Q1 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 420,392 | $21M | 0.2% | 2026-Q1 |
| &PARTNERS added | 412,025 | $21M | 0.2% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 416,005 | $21M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 413,088 | $20M | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 412,856 | $20M | 0.2% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 411,953 | $20M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 396,686 | $20M | 0.2% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 395,811 | $20M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 391,680 | $19M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 386,858 | $19M | 0.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 377,807 | $19M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 373,761 | $19M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 366,292 | $18M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 356,427 | $18M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 336,405 | $17M | 0.2% | 2026-Q1 |
| Fairvoy Private Wealth, LLC added | 325,323 | $16M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 324,349 | $16M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 323,860 | $16M | 0.2% | 2026-Q1 |
| Bulwark Capital Corp added | 321,880 | $16M | 0.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 304,457 | $15M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 303,987 | $15M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 298,853 | $15M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 295,103 | $15M | 0.1% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 289,424 | $14M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 288,488 | $14M | 0.1% | 2026-Q1 |
| M Wealth Management, LLC trimmed | 282,182 | $14M | 0.1% | 2026-Q1 |
| Good Steward Wealth Advisors,LLC added | 280,457 | $14M | 0.1% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 279,119 | $14M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 278,538 | $14M | 0.1% | 2026-Q1 |
| Hedeker Wealth, LLC added | 278,218 | $14M | 0.1% | 2026-Q1 |
| Leelyn Smith, LLC trimmed | 271,482 | $13M | 0.1% | 2026-Q1 |
| Inscription Capital, LLC added | 264,568 | $13M | 0.1% | 2026-Q1 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added | 255,779 | $13M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 254,065 | $13M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 251,761 | $12M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 247,217 | $12M | 0.1% | 2026-Q1 |
| Fortis Capital Management LLC new | 232,550 | $12M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 230,629 | $11M | 0.1% | 2026-Q1 |
| BOS Asset Management, LLC added | 223,312 | $11M | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 219,146 | $11M | 0.1% | 2026-Q1 |
| Clark Wealth Partners added | 210,803 | $10M | 0.1% | 2026-Q1 |
| Shore Point Advisors, LLC added | 210,882 | $10M | 0.1% | 2026-Q1 |
| WESPAC Advisors, LLC added | 206,166 | $10M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 206,189 | $10M | 0.1% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 205,427 | $10M | 0.1% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 201,392 | $10M | 0.1% | 2026-Q1 |
| Live Oak Investment Partners trimmed | 197,188 | $10M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 196,092 | $10M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 195,027 | $10M | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 194,980 | $10M | 0.1% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 5,037,200 | $250M | 2.6% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 2,313,100 | $115M | 1.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 863,066 | $43M | 0.4% | 2025-Q2 stale |
| COMERICA BANK trimmed | 266,618 | $13M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 194,547 | $10M | 0.1% | 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.
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.