Who owns 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-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
172 tracked funds added or opened PULS while 77 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.5% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 454 tracked filers holding PULS, 289 increased or opened the position and 173 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 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 23
- Diversify Advisory Services, LLC$24M
- Northwest Financial Advisors$19M
- PRAIRIE ADVISORY, LLC$16M
- Global Retirement Partners, LLC$11M
- IFG Advisory, LLC$9M
- FIDUCIARY FINANCIAL ADVISORS$6M
Full exits 18
- Cambridge Investment Research Advisors, Inc.$38M
- LeClair Wealth Partners LLC$34M
- Janney Montgomery Scott LLC$28M
- HighTower Advisors, LLC$15M
- CWM, LLC$9M
- Independent Advisor Alliance$8M
Largest adds
- JPMORGAN CHASE & CO$560M
- PRUDENTIAL FINANCIAL INC$237M
- Kensington Asset Management, LLC$140M
- NewEdge Advisors, LLC$96M
- FMR LLC$90M
- MORGAN STANLEY$64M
Largest trims
- MILESTONE ASSET MANAGEMENT, LLC$20M
- Private Advisor Group, LLC$17M
- Wealthcare Advisory Partners LLC$15M
- BNP PARIBAS FINANCIAL MARKETS$13M
- AMERIPRISE FINANCIAL INC$10M
- Founders Financial Alliance, LLC$9M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 50,644,264 | $2.5B | 23.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 27,206,439 | $1.3B | 12.3% | 2026-Q2 |
| MORGAN STANLEY added | 18,679,985 | $926M | 8.5% | 2026-Q2 |
| LPL Financial LLC added | 13,981,921 | $693M | 6.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 12,137,761 | $601M | 5.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,853,495 | $439M | 4.0% | 2026-Q2 |
| FMR LLC added | 6,276,578 | $311M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 5,839,077 | $289M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,365,982 | $266M | 2.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 5,256,302 | $260M | 2.4% | 2026-Q2 |
| UBS Group AG added | 4,498,032 | $223M | 2.0% | 2026-Q2 |
| Kensington Asset Management, LLC added | 4,407,675 | $218M | 2.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,147,919 | $206M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,048,209 | $201M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,605,664 | $129M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,291,481 | $114M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,178,894 | $108M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,049,668 | $102M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,966,178 | $97M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,801,048 | $89M | 0.8% | 2026-Q2 |
| Crane Advisory, LLC trimmed | 1,528,318 | $76M | 0.7% | 2026-Q2 |
| MAI Capital Management trimmed | 1,443,174 | $72M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,230,140 | $61M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,113,486 | $55M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,030,413 | $51M | 0.5% | 2026-Q2 |
| Crewe Advisors LLC added | 847,303 | $42M | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 769,363 | $38M | 0.3% | 2026-Q2 |
| Lakeshore Financial Planning, Inc. trimmed | 767,769 | $38M | 0.3% | 2026-Q2 |
| Peak Planning Group, LLC added | 749,150 | $37M | 0.3% | 2026-Q2 |
| Main Street Group, LTD added | 738,794 | $37M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 731,005 | $36M | 0.3% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC added | 722,615 | $36M | 0.3% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 675,621 | $33M | 0.3% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. trimmed | 672,130 | $33M | 0.3% | 2026-Q2 |
| Blue Water Asset Management trimmed | 662,688 | $33M | 0.3% | 2026-Q2 |
| AMJ Financial Wealth Management | 662,171 | $33M | 0.3% | 2026-Q2 |
| Navigation Group, LLC added | 658,086 | $33M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 592,404 | $29M | 0.3% | 2026-Q2 |
| MBM WEALTH CONSULTANTS, LLC added | 570,844 | $28M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 543,289 | $27M | 0.2% | 2026-Q2 |
| Disciplina Capital Management LLC added | 524,130 | $26M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 522,161 | $26M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 521,161 | $26M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 515,220 | $26M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 497,420 | $25M | 0.2% | 2026-Q2 |
| &PARTNERS added | 486,353 | $24M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 482,731 | $24M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 482,731 | $24M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 458,258 | $23M | 0.2% | 2026-Q2 |
| Embree Financial Group trimmed | 453,114 | $22M | 0.2% | 2026-Q2 |
| IRONWOOD WEALTH MANAGEMENT, INC. added | 439,756 | $22M | 0.2% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 435,076 | $22M | 0.2% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 429,859 | $21M | 0.2% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 427,177 | $21M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 423,725 | $21M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 393,420 | $19M | 0.2% | 2026-Q2 |
| Bulwark Capital Corp added | 386,677 | $19M | 0.2% | 2026-Q2 |
| Northwest Financial Advisors added | 381,089 | $19M | 0.2% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS added | 378,362 | $19M | 0.2% | 2026-Q2 |
| BOS Asset Management, LLC added | 372,401 | $18M | 0.2% | 2026-Q2 |
| TD Capital Management LLC added | 362,454 | $18M | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 361,480 | $18M | 0.2% | 2026-Q2 |
| Beaumont Asset Management, L.L.C. added | 360,506 | $18M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 341,821 | $17M | 0.2% | 2026-Q2 |
| Fairvoy Private Wealth, LLC added | 340,896 | $17M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 330,609 | $16M | 0.1% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 318,946 | $16M | 0.1% | 2026-Q2 |
| Hedeker Wealth, LLC added | 316,211 | $16M | 0.1% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 310,228 | $15M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 307,563 | $15M | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 305,389 | $15M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 300,607 | $15M | 0.1% | 2026-Q2 |
| Inscription Capital, LLC added | 299,090 | $15M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 285,037 | $14M | 0.1% | 2026-Q2 |
| M Wealth Management, LLC added | 284,707 | $14M | 0.1% | 2026-Q2 |
| Good Steward Wealth Advisors,LLC added | 283,138 | $14M | 0.1% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 282,255 | $14M | 0.1% | 2026-Q2 |
| Leelyn Smith, LLC added | 281,445 | $14M | 0.1% | 2026-Q2 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added | 273,342 | $14M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 268,438 | $13M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 263,550 | $13M | 0.1% | 2026-Q2 |
| Fortis Capital Management LLC added | 248,952 | $12M | 0.1% | 2026-Q2 |
| Shore Point Advisors, LLC added | 242,425 | $12M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 237,319 | $12M | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 236,284 | $12M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 232,306 | $12M | 0.1% | 2026-Q2 |
| Clark Wealth Partners added | 227,663 | $11M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 226,970 | $11M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 225,399 | $11M | 0.1% | 2026-Q2 |
| WESPAC Advisors, LLC added | 221,162 | $11M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 213,455 | $11M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 212,523 | $11M | 0.1% | 2026-Q2 |
| Horizon Wealth Management, LLC added | 208,399 | $10M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 207,038 | $10M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 204,983 | $10M | 0.1% | 2026-Q2 |
| TABR Capital Management, LLC added | 204,228 | $10M | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 201,806 | $10M | 0.1% | 2026-Q2 |
| Live Oak Investment Partners trimmed | 196,446 | $10M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 193,859 | $10M | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 193,058 | $10M | 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.