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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
12 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
130 filers reported a long position in PWZ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Wealthfront Advisers LLC | $428.5M | 17.5M | +0.4% |
| MERCER GLOBAL ADVISORS INC /ADV | $85.3M | 3.5M | +18.3% |
| Gerber Kawasaki Wealth & Investment Management | $51.3M | 2.1M | +9.4% |
| Composition Wealth, LLC | $30.5M | 1.2M | +0.5% |
| SYON CAPITAL LLC | $30.2M | 1.2M | +2.2% |
| BANK OF AMERICA CORP /DE/ | $29.8M | 1.2M | +15.4% |
| GUGGENHEIM CAPITAL LLC | $25.2M | 1M | +19.9% |
| EP Wealth Advisors, LLC | $19.3M | 788.6K | +4.9% |
| LPL Financial LLC | $16.7M | 683K | +7.7% |
| MORGAN STANLEY | $15.3M | 625.8K | +6.4% |
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