AI Holders Summary · Q2 2026

33 institutions reported PGZ in Q2 2026. MORGAN STANLEY leads at 28.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$5M489K0.00%Q2 2026 02

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M204K0.06%Q2 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$2M174K0.03%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M128K0.01%Q2 2026 05

Lido Advisors, LLC

CIK 0001650150

$1M116K0.00%Q2 2026 06

J.W. COLE ADVISORS, INC.

CIK 0001404763

$1M115K0.02%Q2 2026 07

Closed-End Fund Advisors, Inc.

CIK 0002103520

$852K83K0.83%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$768K75K0.00%Q2 2026 09

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$676K66K0.04%Q2 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$441K43K0.00%Q2 2026 11

NWF Advisory Services Inc.

CIK 0002045735

$414K40K0.04%Q2 2026 12

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$381K37K0.00%Q2 2026 13

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$268K26K0.12%Q2 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$232K23K0.00%Q2 2026 15

Cetera Investment Advisers

CIK 0001666741

$231K22K0.00%Q2 2026 16

LPL Financial LLC

CIK 0001403438

$221K21K0.00%Q2 2026 17

SeaCrest Wealth Management, LLC

CIK 0001728121

$203K20K0.02%Q2 2026 18

Clear Creek Financial Management, LLC

CIK 0001784235

$190K18K0.01%Q2 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$149K15K0.00%Q2 2026 20

Private Advisor Group, LLC

CIK 0001567755

$133K13K0.00%Q2 2026

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