Who owns PWZ
Which tracked institutional funds hold PWZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PWZ 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
31 tracked funds added or opened PWZ while 13 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
PWZ’s largest tracked holder by dollar value, Wealthfront Advisers LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PWZ 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 125 tracked filers holding PWZ, 75 increased or opened the position and 47 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 PWZ 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
- Tower Research Capital LLC (TRC)$2M
- CITADEL ADVISORS LLC$1M
- Elequin Capital, LP$1M
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$1M
- Private Advisor Group, LLC$1M
- Global Retirement Partners, LLC$966K
Full exits 7
- Beacon Pointe Advisors, LLC$4M
- HighTower Advisors, LLC$3M
- Allworth Financial LP$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Allegiance Financial Group Advisory Services LLC$618K
- FLOW TRADERS U.S. LLC$563K
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$15M
- Wealthfront Advisers LLC$13M
- Shared Vision Wealth Group LLC$7M
- Gerber Kawasaki Wealth & Investment Management$6M
- GUGGENHEIM CAPITAL LLC$5M
- BANK OF AMERICA CORP /DE/$5M
Largest trims
- Mariner, LLC$3M
- WELLS FARGO & COMPANY/MN$1M
- EverSource Wealth Advisors, LLC$616K
- Compound Planning, Inc.$546K
- JANE STREET GROUP, LLC$285K
- Impact Investors, Inc$268K
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 |
|---|---|---|---|---|
| Wealthfront Advisers LLC added | 17,483,077 | $429M | 49.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,478,440 | $85M | 9.9% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 2,093,022 | $51M | 6.0% | 2026-Q2 |
| Composition Wealth, LLC added | 1,244,215 | $30M | 3.5% | 2026-Q2 |
| SYON CAPITAL LLC added | 1,231,692 | $30M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,215,616 | $30M | 3.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,027,646 | $25M | 2.9% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 788,637 | $19M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 682,964 | $17M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 625,770 | $15M | 1.8% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 379,879 | $9M | 1.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC added | 310,889 | $8M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 297,671 | $7M | 0.8% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 284,900 | $7M | 0.8% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 238,198 | $6M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 183,517 | $4M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 175,464 | $4M | 0.5% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 169,374 | $4M | 0.5% | 2026-Q2 |
| Chatterton & Associates Inc. added | 144,898 | $4M | 0.4% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 141,077 | $3M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 133,243 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 123,367 | $3M | 0.4% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 123,281 | $3M | 0.4% | 2026-Q2 |
| FMR LLC added | 110,870 | $3M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 100,617 | $2M | 0.3% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 89,454 | $2M | 0.3% | 2026-Q2 |
| SimpliFi, Inc. trimmed | 85,725 | $2M | 0.2% | 2026-Q2 |
| UBS Group AG added | 83,031 | $2M | 0.2% | 2026-Q2 |
| Navigation Group, LLC | 77,030 | $2M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 74,450 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 72,803 | $2M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 71,630 | $2M | 0.2% | 2026-Q2 |
| McNaughton Wealth Management, LLC trimmed | 63,304 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 63,111 | $2M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 61,770 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 60,941 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 58,069 | $1M | 0.2% | 2026-Q2 |
| Elequin Capital, LP trimmed | 50,028 | $1M | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 48,510 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 47,308 | $1M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 46,329 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 45,611 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 45,549 | $1M | 0.1% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC added | 43,481 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 40,278 | $987K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 39,422 | $966K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 38,693 | $948K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 38,626 | $947K | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 37,887 | $929K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 37,685 | $924K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 35,204 | $863K | 0.1% | 2026-Q2 |
| Destination Wealth Management added | 34,942 | $856K | 0.1% | 2026-Q2 |
| Impact Investors, Inc trimmed | 33,293 | $816K | 0.1% | 2026-Q2 |
| C M BIDWELL & ASSOCIATES LTD | 33,063 | $810K | 0.1% | 2026-Q2 |
| MATTERN CAPITAL MANAGEMENT, LLC added | 31,256 | $766K | 0.1% | 2026-Q2 |
| Williams & Novak, LLC | 29,900 | $733K | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC added | 26,548 | $651K | 0.1% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC | 26,232 | $643K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 25,981 | $637K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,693 | $630K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 25,503 | $625K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 24,957 | $612K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,285 | $595K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 23,151 | $567K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 23,001 | $564K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 22,461 | $551K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 20,638 | $506K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC | 20,232 | $496K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 20,126 | $493K | 0.1% | 2026-Q2 |
| BCS Private Wealth Management, Inc. | 20,000 | $490K | 0.1% | 2026-Q2 |
| SWEENEY & MICHEL, LLC | 20,000 | $483K | 0.1% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC trimmed | 19,369 | $475K | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC trimmed | 19,240 | $470K | 0.1% | 2026-Q2 |
| SEEDS INVESTOR LLC new | 18,882 | $463K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 18,294 | $448K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 18,085 | $443K | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 14,879 | $365K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 14,746 | $361K | 0.0% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC | 14,125 | $346K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 14,039 | $344K | 0.0% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 13,187 | $323K | 0.0% | 2026-Q2 |
| Fort Point Capital Partners LLC new | 13,051 | $320K | 0.0% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 12,857 | $315K | 0.0% | 2026-Q2 |
| Climber Capital SA | 12,620 | $309K | 0.0% | 2026-Q2 |
| TME FINANCIAL, INC. added | 12,308 | $302K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 11,650 | $286K | 0.0% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 11,440 | $280K | 0.0% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 11,246 | $276K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC new | 10,783 | $264K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 10,400 | $255K | 0.0% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 10,243 | $251K | 0.0% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC trimmed | 10,239 | $251K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 9,893 | $242K | 0.0% | 2026-Q2 |
| FF Advisors,LLC trimmed | 9,824 | $241K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP | 9,729 | $238K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 9,611 | $236K | 0.0% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC new | 9,240 | $226K | 0.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 9,239 | $226K | 0.0% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 9,013 | $221K | 0.0% | 2026-Q2 |
| Parkshore Wealth Management, Inc. added | 8,896 | $218K | 0.0% | 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.