Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
256 institutional managers reported holding PUK for the quarter ended Mar 31, 2026. Together they hold about 1% of shares outstanding; the top 10 hold 1%. 43 opened new positions; 33 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Morgan Stanley | 5.10M | 0.20% | $145.3M | added +4.9% | ≤2013 |
| Bank OF America CORP /DE/ | 4.47M | 0.17% | $127.2M | added +5.6% | ≤2013 |
| FMR (Fidelity) | 4.06M | 0.16% | $115.6M | added +9.3% | 2017 Q2 |
| Dimensional Fund Advisors | 2.83M | 0.11% | $80.4M | added +9.3% | ≤2013 |
| Goldman Sachs | 2.75M | 0.11% | $78.3M | trimmed -1.9% | ≤2013 |
| Arrowstreet Capital | 2.40M | 0.09% | $68.2M | added +13.9% | 2024 Q3 |
| BlackRock | 1.39M | 0.05% | $39.5M | added +10.6% | 2020 Q3 |
| Causeway Capital Management LLC | 1.32M | 0.05% | $37.6M | trimmed -12.4% | 2016 Q2 |
| Northern Trust | 1.31M | 0.05% | $37.2M | trimmed -10.1% | ≤2013 |
| American Century Companies INC | 653.7k | 0.03% | $18.6M | added +38.4% | 2020 Q2 |
| Quantinno Capital Management LP | 638.5k | 0.03% | $18.2M | added +45.5% | 2022 Q4 |
| Envestnet Asset Management INC | 500.3k | 0.02% | $14.2M | added +9% | ≤2013 |
| Connor, Clark & Lunn Investment Management LTD. | 430.7k | 0.02% | $12.3M | trimmed -45.6% | 2025 Q4 |
| Solel Partners LP (focused) | 266.6k | 0.01% | $7.6M | unchanged | 2020 Q1 |
| Picton Mahoney Asset Management | 265.8k | 0.01% | $7.6M | added +195.3% | 2025 Q4 |
| Creative Planning | 257.1k | 0.01% | $7.3M | added +10.2% | 2023 Q2 |
| SEI Investments CO | 253.2k | 0.01% | $7.2M | trimmed -9.1% | 2014 Q4 |
| Assetmark, INC | 251.0k | 0.01% | $7.1M | added +14270.3% | 2021 Q1 |
| Wells Fargo & COMPANY/MN | 239.3k | <0.01% | $6.8M | trimmed -1.1% | ≤2013 |
| Charles Schwab Investment Management | 234.5k | <0.01% | $6.7M | added +11.3% | 2023 Q1 |
| Royal Bank OF Canada | 231.2k | <0.01% | $6.6M | trimmed -11.3% | ≤2013 |
| Pathstone Holdings, LLC | 218.9k | <0.01% | $6.2M | trimmed -12.7% | 2023 Q4 |
| Jane Street | 192.7k | <0.01% | $5.5M | added +1095.9% | 2014 Q1 |
| QRG Capital Management, INC. | 192.2k | <0.01% | $5.5M | added +47.5% | 2025 Q1 |
| Gradient Investments LLC | 172.6k | <0.01% | $4.9M | added +133.5% | 2023 Q2 |
| Transmarket Holdings LP (focused) | 168.5k | <0.01% | $4.8M | opened | 2026 Q1 |
| Natixis Advisors, LLC | 146.6k | <0.01% | $4.2M | trimmed -9.7% | ≤2013 |
| AQR Capital | 140.9k | <0.01% | $4.0M | added +81.1% | 2025 Q2 |
| Raymond James Financial INC | 140.2k | <0.01% | $4.0M | trimmed -17.9% | ≤2013 |
| AMG National Trust Bank | 136.7k | <0.01% | $3.9M | unchanged | 2022 Q2 |
| Marshall Wace | 123.6k | <0.01% | $3.5M | opened | 2020 Q3 |
| XTX Topco LTD | 121.2k | <0.01% | $3.4M | added +7% | 2023 Q4 |
| O'shaughnessy Asset Management, LLC | 119.3k | <0.01% | $3.4M | added +13% | 2023 Q1 |
| Crossmark Global Holdings, INC. | 102.2k | <0.01% | $2.9M | trimmed -0.8% | 2017 Q3 |
| UBS | 100.5k | <0.01% | $2.9M | trimmed -45.2% | ≤2013 |
| Mariner, LLC | 96.0k | <0.01% | $2.7M | added +15.3% | 2022 Q2 |
| BNY Mellon | 91.5k | <0.01% | $2.6M | added +0.8% | ≤2013 |
| Citadel Advisors | 89.9k | <0.01% | $2.6M | trimmed -38.6% | 2018 Q4 |
| Madison Asset Management, LLC | 88.7k | <0.01% | $2.5M | trimmed -6.6% | 2020 Q4 |
| Ameriprise Financial INC | 83.5k | <0.01% | $2.4M | trimmed -13.5% | 2025 Q1 |
| Citigroup INC | 78.0k | <0.01% | $2.2M | added +63.2% | ≤2013 |
| Mercer Global Advisors INC /ADV | 73.6k | <0.01% | $2.1M | added +42.8% | 2023 Q2 |
| Oppenheimer Asset Management INC. | 71.9k | <0.01% | $2.0M | trimmed -16.1% | 2017 Q1 |
| Vestmark Advisory Solutions, INC. | 71.8k | <0.01% | $2.0M | trimmed -13.5% | 2024 Q3 |
| Engineers Gate Manager LP | 71.7k | <0.01% | $2.0M | opened | 2026 Q1 |
| Millennium Management | 63.6k | <0.01% | $1.8M | opened | 2022 Q2 |
| Nuveen | 63.1k | <0.01% | $1.8M | trimmed -3.1% | 2024 Q2 |
| Brooklyn Investment Group | 62.5k | <0.01% | $1.8M | added +56.6% | 2024 Q4 |
| Ethic INC. | 61.4k | <0.01% | $1.7M | added +12.3% | 2020 Q4 |
| Davenport & CO LLC | 58.6k | <0.01% | $1.7M | trimmed -6% | 2024 Q2 |
Largest 50 of 256 shown; the full ranked, searchable register is at boothcheck.com/holders/PUK. 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.