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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
10 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
143 filers reported a long position in PWRD for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Dynasty Wealth Management, LLC | $679.1M | 5.5M | -15.9% |
| JPMORGAN CHASE & CO | $364.6M | 3.1M | -10.6% |
| OpenArc Corporate Advisory, LLC | $223.2M | 1.8M | -22.2% |
| SAGESPRING WEALTH PARTNERS, LLC | $213.8M | 1.7M | -17.5% |
| Quotient Wealth Partners, LLC | $116.1M | 944.1K | +1.2% |
| LPL Financial LLC | $72.1M | 586.5K | +26.6% |
| RAYMOND JAMES FINANCIAL INC | $60.4M | 491.2K | +18.2% |
| WELLS FARGO & COMPANY/MN | $47M | 382.4K | +70.9% |
| WCG Wealth Advisors LLC | $41.7M | 339.5K | -6.7% |
| BANK OF AMERICA CORP /DE/ | $30.8M | 250.6K | +176.8% |
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