PAL · Proficient Auto Logistics, Inc · Holdings

$4.85 -0.14 (-2.81%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$136.06M

28.05M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 115

Total Value: $133,313,678

Total Shares: 19,576,175

Showing 1–100 of 121 holdings by value · page 1 of 2

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 115 13F filers · Δ vs Mar 31, 2026

Top Holder

21.3%

+0.9 pts

Top 5

45.9%

−6.0 pts

Top 10

60.7%

−8.6 pts

HHI

705

Broadly held−79

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +11

Institutional value: -3.8%

Shares held: -4.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large ROYCE & ASSOCIATES LP	+376,645	1,075,968
Mega MORGAN STANLEY	+227,589	572,276
Large DIAMOND HILL CAPITAL MANAGEMENT INC	+199,338	1,075,230
Mega JANE STREET GROUP, LLC	+178,650	244,984
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+171,220	316,859

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Boston Partners	−2,037,525	159,450
Mega AMERICAN CENTURY COMPANIES INC	−1,704,542	35,112
Mega BANK OF AMERICA CORP /DE/	−302,977	21,265
Mega MILLENNIUM MANAGEMENT LLC	−161,053	511,999
Mega Russell Investments Group, Ltd.	−103,851	590,536

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro ANCHOR CAPITAL MANAGEMENT COMPANY, LLC	464,292	$3,161,828
Large MARSHALL WACE, LLP	229,605	$1,563,609
Small Diametric Capital, LP	209,401	$1,426,020
Mega NORGES BANK	191,400	$1,303,434
Small Owls Nest Partners IA, LLC	114,041	$776,619

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small BRIGHTLIGHT CAPITAL MANAGEMENT LP	288,700	$1,957,386
Mid Engineers Gate Manager LP	27,211	$184,490
Small Dynamic Technology Lab Private Ltd	25,357	$171,920
Mid Brevan Howard Capital Management LP	20,160	$136,684
Mid Centiva Capital, LP	11,219	$76,064

Filter: New 22 Increased 43 Reduced 33 Sold out 11 Unchanged 17

Showing 100 of 121

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$28,366,945

21.28%

4,165,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,480,550	$16,892,545	59.6%	Defined
FIDELITY MANAGEMENT TRUST CO	321,851	$2,191,805	7.7%	Defined
Fidelity Institutional Asset Management Trust Co	77,142	$525,337	1.9%	Defined
FIAM LLC	1,285,941	$8,757,258	30.9%	Defined

BlackRock, Inc.

$11,012,891

8.26%

1,617,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	7,063	$48,099	0.4%	Sole
BlackRock Investment Management, LLC	70,564	$480,540	4.4%	Sole
BLACKROCK ADVISORS LLC	58,454	$398,071	3.6%	Sole
BlackRock Fund Advisors	943,483	$6,425,119	58.3%	Sole
BlackRock Institutional Trust Company, N.A.	537,601	$3,661,062	33.2%	Sole

ROYCE & ASSOCIATES LP

$7,327,342

5.50%

1,075,968

DIAMOND HILL CAPITAL MANAGEMENT INC

$7,322,316

5.49%

1,075,230

VANGUARD CAPITAL MANAGEMENT LLC

$7,158,215

5.37%

1,051,133

GEODE CAPITAL MANAGEMENT, LLC

$4,373,354

3.28%

642,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	89,966	$612,668	14.0%	Defined
Held directly	552,230	$3,760,686	86.0%	Defined

Russell Investments Group, Ltd.

$4,021,546

3.02%

590,536

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	294,116	$2,002,929	49.8%	Defined
Russell Investments Canada Limited	3,591	$24,454	0.6%	Defined
Russell Investments Capital, LLC	107,748	$733,763	18.2%	Defined
Russell Investments France SAS	72,412	$493,125	12.3%	Defined
Russell Investments Limited	6,375	$43,413	1.1%	Defined
Russell Investments Trust Company	106,294	$723,862	18.0%	Defined

De Lisle Partners LLP

$3,910,948

2.93%

574,295

MORGAN STANLEY

$3,897,197

2.92%

572,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,661	$11,311	0.3%	Defined
MORGAN STANLEY & CO. LLC	198,210	$1,349,810	34.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	370,223	$2,521,218	64.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,182	$14,858	0.4%	Defined

MILLENNIUM MANAGEMENT LLC

$3,486,713

2.62%

511,999

VELA Investment Management, LLC

$3,478,820

2.61%

510,840

STATE STREET CORP

$3,222,682

2.42%

473,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	473,228	$3,222,682	100.0%	Defined

Alyeska Investment Group, L.P.

$3,213,843

2.41%

471,930

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

$3,161,828

2.37%

464,292

RAYMOND JAMES FINANCIAL INC

$2,625,309

1.97%

385,508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	375,946	$2,560,192	97.5%	Defined
Raymond James Financial Services Advisors, Inc.	9,562	$65,117	2.5%	Defined

AQR CAPITAL MANAGEMENT LLC

$2,602,295

1.95%

382,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	19	$129	0.0%	Other
Arax Advisory Partners	1,275	$8,682	0.3%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,058	$7,204	0.3%	Other
Stokes Family Office, LLC	434	$2,955	0.1%	Other
Held directly	379,343	$2,583,325	99.3%	Defined

Empowered Funds, LLC

$1,572,503

1.18%

230,911

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	86,602	$589,759	37.5%	Other
Held directly	144,309	$982,744	62.5%	Sole

MARSHALL WACE, LLP

$1,563,609

1.17%

229,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	229,605	$1,563,609	100.0%	Other

Diametric Capital, LP

$1,426,020

1.07%

209,401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thakore Nainoor	209,401	$1,426,020	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,403,466

1.05%

206,089

NORTHERN TRUST CORP

$1,321,234

0.99%

194,014

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	190,437	$1,296,875	98.2%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,577	$24,359	1.8%	Other

NORGES BANK

$1,303,434

0.98%

191,400

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,217,641

0.91%

178,802

Nuveen, LLC

$1,169,915

0.88%

171,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	16,243	$110,614	9.5%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	122,980	$837,493	71.6%	Defined
TEACHERS ADVISORS, LLC joint	32,571	$221,808	19.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,124,630

0.84%

165,144

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,115,878

0.84%

163,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	119,279	$812,289	72.8%	Other
G1 EXECUTION SERVICES, LLC	44,580	$303,589	27.2%	Other

Boston Partners

$1,085,854

0.81%

159,450

VANGUARD FIDUCIARY TRUST CO

$1,085,350

0.81%

159,376

GOLDMAN SACHS GROUP INC

$1,073,010

0.80%

157,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	157,564	$1,073,010	100.0%	Defined

JANE STREET GROUP, LLC

$983,254

0.74%

144,384

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	102,102	$695,314	70.7%	Defined
Jane Street Global Trading, LLC	42,282	$287,940	29.3%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$932,970

0.70%

137,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	137,000	$932,970	100.0%	Other

Owls Nest Partners IA, LLC

$776,619

0.58%

114,041

LIBERTY SQUARE WEALTH PARTNERS LLC

$759,417

0.57%

111,515

WEDGE CAPITAL MANAGEMENT L L P/NC

$752,729

0.56%

110,533

CM WEALTH ADVISORS LLC

$728,758

0.55%

107,013

XTX Topco Ltd

$518,241

0.39%

76,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	76,100	$518,241	100.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$501,427

0.38%

73,631

Bank of New York Mellon Corp

$493,710

0.37%

72,498

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	33,175	$225,921	45.8%	Defined
The Bank of New York Mellon	39,323	$267,789	54.2%	Defined

Proficio Capital Partners LLC

$492,335

0.37%

72,296

CITADEL ADVISORS LLC

$430,392

0.32%

63,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	63,200	$430,392	100.0%	Defined

Nicholas Hoffman & Company, LLC.

$408,600

0.31%

60,000

WINTON GROUP Ltd

$399,147

0.30%

58,612

Trexquant Investment LP

$383,001

0.29%

56,241

JANE STREET GROUP, LLC

$382,041

0.29%

56,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	56,100	$382,041	100.0%	Defined

ALGERT GLOBAL LLC

$379,071

0.28%

55,664

CITADEL ADVISORS LLC

$362,788

0.27%

53,273

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	30,596	$208,358	57.4%	Defined
Held directly	22,677	$154,430	42.6%	Defined

IMC-Chicago, LLC

$356,265

0.27%

52,315

Point72 Asset Management, L.P.

$355,740

0.27%

52,238

Manatuck Hill Partners, LLC

$340,500

0.26%

50,000

UBS Group AG

$324,026

0.24%

47,581

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	47,581	$324,026	100.0%	Defined

JANE STREET GROUP, LLC

$303,045

0.23%

44,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	44,500	$303,045	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$288,206

0.22%

42,321

Verition Fund Management LLC

$272,400

0.20%

40,000

CANADA PENSION PLAN INVESTMENT BOARD

$264,909

0.20%

38,900

RENAISSANCE TECHNOLOGIES LLC

$256,737

0.19%

37,700

Thrivent Financial for Lutherans

$246,474

0.18%

36,193

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Asset Management, LLC	14,051	$95,687	38.8%	Defined
Held directly	22,142	$150,787	61.2%	Sole

1492 Capital Management LLC

$242,245

0.18%

35,572

AMERICAN CENTURY COMPANIES INC

$239,112

0.18%

35,112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	35,112	$239,112	100.0%	Defined

Invesco Ltd.

$224,879

0.17%

33,022

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,863	$19,497	8.7%	Defined
Invesco Trust Co joint	9,775	$66,567	29.6%	Defined
Invesco Capital Management LLC	20,384	$138,815	61.7%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$212,710

0.16%

31,235

TWO SIGMA INVESTMENTS, LP

$209,264

0.16%

30,729

RBF Capital, LLC

$204,300

0.15%

30,000

McGowan Group Asset Management, Inc.

$204,300

0.15%

30,000

Quadrature Capital Ltd

$197,919

0.15%

29,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	29,063	$197,919	100.0%	Other

RHUMBLINE ADVISERS

$193,948

0.15%

28,480

Squarepoint Ops LLC

$173,491

0.13%

25,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	25,476	$173,491	100.0%	Defined

Vident Advisory, LLC

$172,674

0.13%

25,356

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	25,356	$172,674	100.0%	Defined

BARCLAYS PLC

$155,532

0.12%

22,839

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	22,285	$151,760	97.6%	Defined
BARCLAYS CAPITAL INC.	554	$3,772	2.4%	Defined

SIMPLEX TRADING, LLC

$148,444

0.11%

21,798

ALLIANCEBERNSTEIN L.P.

$145,734

0.11%

21,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	21,400	$145,734	100.0%	Defined

CITADEL ADVISORS LLC

$145,053

0.11%

21,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	21,300	$145,053	100.0%	Defined

BANK OF AMERICA CORP /DE/

$144,814

0.11%

21,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	21,265	$144,814	100.0%	Defined

DEUTSCHE BANK AG\

$144,099

0.11%

21,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	21,160	$144,099	100.0%	Defined

WELLS FARGO & COMPANY/MN

$140,858

0.11%

20,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	20,684	$140,858	100.0%	Defined

FRANKLIN RESOURCES INC

$140,490

0.11%

20,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	20,630	$140,490	100.0%	Defined

FIFTH THIRD BANCORP

$132,263

0.10%

19,422

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	19,422	$132,263	100.0%	Defined

IEQ CAPITAL, LLC

$121,755

0.09%

17,879

PRICE T ROWE ASSOCIATES INC /MD/

$113,168

0.08%

16,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	16,618	$113,168	100.0%	Defined

JPMORGAN CHASE & CO

$111,872

0.08%

16,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	10,602	$72,198	64.5%	Defined
J.P. Morgan Securities LLC	5,341	$36,372	32.5%	Defined
J.P. Morgan Securities plc	485	$3,302	3.0%	Defined

SEI INVESTMENTS CO

$110,614

0.08%

16,243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	16,243	$110,614	100.0%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$108,960

0.08%

16,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	16,000	$108,960	100.0%	Other

PRELUDE CAPITAL MANAGEMENT, LLC

$105,650

0.08%

15,514

MetLife Investment Management, LLC

$98,220

0.07%

14,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	14,423	$98,220	100.0%	Defined

LPL Financial LLC

$93,555

0.07%

13,738

CITIGROUP INC

$79,009

0.06%

11,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	11,602	$79,009	100.0%	Defined

Mariner, LLC

$78,090

0.06%

11,467

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$77,443

0.06%

11,372

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,372	$77,443	100.0%	Defined

Vanguard Global Advisers, LLC

$68,222

0.05%

10,018

Police & Firemen's Retirement System of New Jersey

$51,721

0.04%

7,595

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	7,595	$51,721	100.0%	Defined

Persistent Asset Partners Ltd

$48,623

0.04%

7,140

Tower Research Capital LLC (TRC)

$17,842

0.01%

2,620

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,620	$17,842	100.0%	Defined

Geneos Wealth Management Inc.

$17,025

0.01%

2,500

NEW YORK STATE COMMON RETIREMENT FUND

$17,025

0.01%

2,500

GROUP ONE TRADING LLC

$16,180

0.01%

2,376

Legal & General Group Plc

$14,614

0.01%

2,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,146	$14,614	100.0%	Defined

Ameritas Investment Partners, Inc.

$10,432

0.01%

1,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,532	$10,432	100.0%	Other

Arax Advisory Partners

$7,586

0.01%

1,114

St. Johns Investment Management Company, LLC

$6,810

0.01%

1,000

ROYAL BANK OF CANADA

$4,773

0.00%

701

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	701	$4,773	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$3,405

0.00%

500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	500	$3,405	100.0%	Sole

Key facts CIK 1998768 CUSIP 74317M104 13F (30d) 43 filings 43 filers Visit website Investor relations