Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
292 institutional managers reported holding PFS for the quarter ended Mar 31, 2026. Together they hold about 73% of shares outstanding; the top 10 hold 52%. 37 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 19.32M | 14.80% | $408.9M | unchanged | ≤2013 |
| Vanguard Group | 14.77M | 11.31% | $312.6M | added +3.4% | ≤2013 |
| Dimensional Fund Advisors | 8.07M | 6.18% | $170.8M | added +3.3% | ≤2013 |
| State Street | 7.28M | 5.58% | $154.1M | added +3.3% | ≤2013 |
| Wellington Management | 5.79M | 4.43% | $122.4M | trimmed -13.8% | 2024 Q2 |
| American Century Companies INC | 3.59M | 2.75% | $75.9M | added +20.4% | 2021 Q1 |
| Geode Capital | 3.32M | 2.54% | $70.3M | added +8% | ≤2013 |
| Systematic Financial Management LP | 1.96M | 1.50% | $41.4M | trimmed -0.9% | ≤2013 |
| Charles Schwab Investment Management | 1.61M | 1.24% | $34.2M | added +1.3% | ≤2013 |
| BNY Mellon | 1.53M | 1.17% | $32.4M | trimmed -3% | ≤2013 |
| Northern Trust | 1.36M | 1.04% | $28.8M | added +3.5% | ≤2013 |
| Morgan Stanley | 1.23M | 0.94% | $25.9M | trimmed -11.3% | ≤2013 |
| Prudential Financial INC | 1.01M | 0.77% | $21.3M | added +39.3% | ≤2013 |
| Bridgeway Capital Management, LLC | 953.0k | 0.73% | $20.2M | added +6.4% | ≤2013 |
| Assenagon Asset Management S.a. | 934.3k | 0.71% | $19.8M | added +18.7% | 2024 Q4 |
| Goldman Sachs | 930.4k | 0.71% | $19.7M | trimmed -24.9% | ≤2013 |
| Nuveen | 921.9k | 0.71% | $19.5M | added +2.3% | 2019 Q2 |
| Principal Financial Group INC | 827.3k | 0.63% | $17.5M | added +10.7% | ≤2013 |
| Victory Capital Management INC | 708.0k | 0.54% | $15.0M | added +71.8% | 2015 Q2 |
| Ledgewood Wealth Advisors, LLC | 678.1k | 0.52% | $14.3M | unchanged | 2023 Q4 |
| Bank OF America CORP /DE/ | 624.6k | 0.48% | $13.2M | added +23.4% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 617.1k | 0.47% | $13.1M | trimmed -8.8% | 2020 Q3 |
| Simon Quick Advisors, LLC | 600.0k | 0.46% | $12.7M | unchanged | 2025 Q2 |
| Empowered Funds, LLC | 584.8k | 0.45% | $12.4M | added +4.9% | 2023 Q2 |
| Invesco | 584.8k | 0.45% | $12.4M | trimmed -6.7% | ≤2013 |
| Sound Income Strategies, LLC | 575.2k | 0.44% | $12.2M | trimmed -3.3% | 2025 Q2 |
| Two Sigma | 519.0k | 0.40% | $11.0M | added +112.5% | 2023 Q2 |
| UBS | 493.1k | 0.38% | $10.4M | trimmed -14.5% | ≤2013 |
| Public Sector Pension Investment Board | 467.3k | 0.36% | $9.9M | added +3.3% | ≤2013 |
| FMR (Fidelity) | 431.1k | 0.33% | $9.1M | added +18.9% | 2018 Q3 |
| Basswood Capital Management, L.l.c. | 414.1k | 0.32% | $8.8M | unchanged | 2024 Q2 |
| AQR Capital | 399.8k | 0.31% | $8.5M | added +4.6% | 2022 Q1 |
| Panagora Asset Management INC | 369.0k | 0.28% | $7.8M | added +45.5% | 2024 Q4 |
| Rhumbline Advisers | 359.3k | 0.28% | $7.6M | trimmed -1% | ≤2013 |
| Arrowstreet Capital | 341.2k | 0.26% | $7.2M | added +82% | 2025 Q2 |
| Qube Research & Technologies LTD | 332.1k | 0.25% | $7.0M | opened | 2026 Q1 |
| Janus Henderson | 329.2k | 0.25% | $7.0M | added +9.3% | 2021 Q4 |
| Cetera Investment Advisers | 298.5k | 0.23% | $6.3M | unchanged | 2024 Q2 |
| Ameriprise Financial INC | 295.2k | 0.23% | $6.2M | trimmed -10% | ≤2013 |
| Legal & General Group PLC | 290.3k | 0.22% | $6.1M | trimmed -10.5% | 2014 Q3 |
| Intech Investment Management LLC | 283.8k | 0.22% | $6.0M | added +66% | 2024 Q2 |
| Hsbc Holdings PLC | 281.1k | 0.21% | $5.9M | added +104.5% | 2019 Q3 |
| Franklin Resources | 246.4k | 0.19% | $5.2M | added +101.1% | 2020 Q2 |
| Swiss National Bank | 244.7k | 0.19% | $5.2M | unchanged | ≤2013 |
| First Trust Advisors LP | 244.1k | 0.19% | $5.2M | added +57.2% | ≤2013 |
| Raymond James Financial INC | 231.7k | 0.18% | $4.9M | trimmed -3.3% | 2020 Q3 |
| New Age Alpha Advisors, LLC | 205.2k | 0.16% | $4.3M | trimmed -3.7% | 2025 Q4 |
| Susquehanna International Group | 202.6k | 0.15% | $4.3M | added +20.7% | 2021 Q4 |
| Siena Capital Partners GP, LLC | 189.7k | 0.14% | $4.0M | unchanged | 2024 Q2 |
| Hennessy Advisors INC | 180.0k | 0.14% | $3.8M | trimmed -2.7% | 2024 Q2 |
Largest 50 of 292 shown; the full ranked, searchable register is at boothcheck.com/holders/PFS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.