PROFICIENT AUTO LOGISTICS INCOM (PAL)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
Institutions report 19,238,075 shares against 28,052,923 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $28.4M | 4,165,484 | 0.00% | 9q | HELD |
| BlackRock, Inc. | $11.0M | 1,617,165 | 0.00% | 8q | +7.6%+$781.6K |
| ROYCE & ASSOCIATES LP | $7.3M | 1,075,968 | 0.06% | 3q | +53.9%+$2.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7.3M | 1,075,230 | 0.06% | 8q | +22.8%+$1.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.2M | 1,051,133 | 0.00% | 2q | +6.4%+$431.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 642,196 | 0.00% | 9q | +5.6%+$230.6K |
| Russell Investments Group, Ltd. | $4.0M | 590,536 | 0.00% | 9q | -15.0%-$707.2K |
| De Lisle Partners LLP | $3.9M | 574,295 | 0.43% | 9q | HELD |
| MORGAN STANLEY | $3.9M | 572,276 | 0.00% | 8q | +66.0%+$1.5M |
| MILLENNIUM MANAGEMENT LLC | $3.5M | 511,999 | 0.00% | 9q | -23.9%-$1.1M |
| VELA Investment Management, LLC | $3.5M | 510,840 | 0.76% | 4q | +23.8%+$669.0K |
| STATE STREET CORP | $3.2M | 473,228 | 0.00% | 9q | +6.0%+$181.1K |
| Alyeska Investment Group, L.P. | $3.2M | 471,930 | 0.01% | 9q | HELD |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | $3.2M | 464,292 | 3.26% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 385,508 | 0.00% | 3q | +68.1%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 382,129 | 0.00% | 4q | +42.8%+$779.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M incl. $1.0M options CALL+PUT | 163,859 | 0.00% | 6q | +236.2%+$1.5M |
| JANE STREET GROUP, LLC | $1.7M incl. $685.1K options CALL+PUT | 144,384 | 0.00% | 6q | +300.7%+$1.3M |
| Empowered Funds, LLC | $1.6M | 230,911 | 0.01% | 3q | +5.4%+$80.0K |
| MARSHALL WACE, LLP | $1.6M | 229,605 | 0.00% | new | NEW |
| Diametric Capital, LP | $1.4M | 209,401 | 0.15% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4M | 206,089 | 0.00% | 9q | +13.7%+$169.1K |
| NORTHERN TRUST CORP | $1.3M | 194,014 | 0.00% | 9q | +7.2%+$89.1K |
| NORGES BANK | $1.3M | 191,400 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.2M | 178,802 | 0.02% | 5q | -9.3%-$125.0K |
| Nuveen, LLC | $1.2M | 171,794 | 0.00% | 6q | +61.7%+$446.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 165,144 | 0.00% | 2q | +17.6%+$168.3K |
| Boston Partners | $1.1M | 159,450 | 0.00% | 7q | -92.7%-$13.9M |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 159,376 | 0.00% | 2q | +6.4%+$65.7K |
| GOLDMAN SACHS GROUP INC | $1.1M | 157,564 | 0.00% | 8q | +201.0%+$716.5K |
| CITADEL ADVISORS LLC | $938.2K incl. $575.4K options CALL+PUT | 53,273 | 0.00% | 9q | HELD |
| IMC-Chicago, LLC | $928.3K incl. $572.0K options CALL+PUT | 52,315 | 0.00% | 2q | +359.1%+$726.1K |
| Owls Nest Partners IA, LLC | $776.6K | 114,041 | 0.25% | new | NEW |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $759.4K | 111,515 | 0.18% | 2q | +79.4%+$336.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $752.7K | 110,533 | 0.01% | 8q | -5.3%-$42.1K |
| CM WEALTH ADVISORS LLC | $728.8K | 107,013 | 0.13% | new | NEW |
| XTX Topco Ltd | $518.2K | 76,100 | 0.01% | 2q | +543.0%+$437.6K |
| VICTORY CAPITAL MANAGEMENT INC | $501.4K | 73,631 | 0.00% | 2q | -11.2%-$63.4K |
| Bank of New York Mellon Corp | $493.7K | 72,498 | 0.00% | 8q | +2.6%+$12.7K |
| Proficio Capital Partners LLC | $492.3K | 72,296 | 0.02% | new | NEW |
| Nicholas Hoffman & Company, LLC. | $408.6K | 60,000 | 0.01% | 8q | +50.0%+$136.2K |
| WINTON GROUP Ltd | $399.1K | 58,612 | 0.01% | new | NEW |
| Trexquant Investment LP | $383.0K | 56,241 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $379.1K | 55,664 | 0.00% | 3q | -50.8%-$391.7K |
| Point72 Asset Management, L.P. | $355.7K | 52,238 | 0.00% | new | NEW |
| Manatuck Hill Partners, LLC | $340.5K | 50,000 | 0.11% | new | NEW |
| UBS Group AG | $324.0K | 47,581 | 0.00% | 8q | -63.1%-$554.8K |
| BNP PARIBAS FINANCIAL MARKETS | $288.2K | 42,321 | 0.00% | 8q | +734.9%+$253.7K |
| Verition Fund Management LLC | $272.4K | 40,000 | 0.00% | 2q | -38.5%-$170.2K |
| CANADA PENSION PLAN INVESTMENT BOARD | $264.9K | 38,900 | 0.00% | 3q | +55.0%+$94.0K |
| RENAISSANCE TECHNOLOGIES LLC | $256.7K | 37,700 | 0.00% | 4q | -17.9%-$55.8K |
| Thrivent Financial for Lutherans | $247.0K | 36,193 | 0.00% | 2q | HELD |
| 1492 Capital Management LLC | $242.2K | 35,572 | 0.07% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $239.1K | 35,112 | 0.00% | 9q | -98.0%-$11.6M |
| Invesco Ltd. | $224.9K | 33,022 | 0.00% | 3q | +34.0%+$57.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $212.7K | 31,235 | 0.00% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $209.3K | 30,729 | 0.00% | new | NEW |
| RBF Capital, LLC | $204.3K | 30,000 | 0.01% | 4q | HELD |
| McGowan Group Asset Management, Inc. | $204.3K | 30,000 | 0.02% | new | NEW |
| SIMPLEX TRADING, LLC | $202.9K incl. $54.5K options CALL+PUT | 21,798 | 0.00% | 2q | +537.9%+$171.1K |
| Quadrature Capital Ltd | $197.9K | 29,063 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $193.9K | 28,480 | 0.00% | 8q | +1.1%+$2.2K |
| Squarepoint Ops LLC | $173.5K | 25,476 | 0.00% | new | NEW |
| Vident Advisory, LLC | $172.7K | 25,356 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $155.5K | 22,839 | 0.00% | 8q | -3.5%-$5.7K |
| ALLIANCEBERNSTEIN L.P. | $145.1K | 21,400 | 0.00% | 5q | +55.1%+$51.5K |
| BANK OF AMERICA CORP /DE/ | $144.8K | 21,265 | 0.00% | 9q | -93.4%-$2.1M |
| DEUTSCHE BANK AG\ | $144.1K | 21,160 | 0.00% | 3q | +3.4%+$4.7K |
| WELLS FARGO & COMPANY/MN | $140.9K | 20,684 | 0.00% | 8q | +125.8%+$78.5K |
| FRANKLIN RESOURCES INC | $140.5K | 20,630 | 0.00% | 9q | +18.6%+$22.1K |
| FIFTH THIRD BANCORP | $132.3K | 19,422 | 0.00% | 2q | -20.9%-$35.0K |
| IEQ CAPITAL, LLC | $121.8K | 17,879 | 0.00% | 2q | -12.6%-$17.5K |
| JPMORGAN CHASE & CO | $115.8K | 16,428 | 0.00% | 9q | +66.8%+$46.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $114.0K | 16,618 | 0.00% | 5q | +6.3%+$6.7K |
| SEI INVESTMENTS CO | $110.6K | 16,243 | 0.00% | 3q | HELD |
| PRELUDE CAPITAL MANAGEMENT, LLC | $105.7K | 15,514 | 0.01% | 2q | -12.3%-$14.8K |
| GROUP ONE TRADING LLC | $98.6K incl. $82.4K options CALL+PUT | 2,376 | 0.00% | 6q | -95.8%-$2.2M |
| MetLife Investment Management, LLC | $98.2K | 14,423 | 0.00% | 6q | +167.9%+$61.6K |
| LPL Financial LLC | $93.6K | 13,738 | 0.00% | new | NEW |
| CITIGROUP INC | $79.0K | 11,602 | 0.00% | 8q | +1009.2%+$71.9K |
| Mariner, LLC | $78.1K | 11,467 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $77.4K | 11,372 | 0.00% | 8q | -2.8%-$2.3K |
| Vanguard Global Advisers, LLC | $68.2K | 10,018 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $51.7K | 7,595 | 0.00% | 7q | HELD |
| Persistent Asset Partners Ltd | $48.6K | 7,140 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $17.8K | 2,620 | 0.00% | 8q | -7.6%-$1.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $17.0K | 2,500 | 0.00% | 7q | HELD |
| Geneos Wealth Management Inc. | $17.0K | 2,500 | 0.00% | 6q | HELD |
| Legal & General Group Plc | $14.6K | 2,146 | 0.00% | 8q | HELD |
| Ameritas Investment Partners, Inc. | $10.4K | 1,532 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $7.6K | 1,114 | 0.00% | 4q | +731.3%+$6.7K |
| St. Johns Investment Management Company, LLC | $6.8K | 1,000 | 0.00% | 9q | HELD |
| ROYAL BANK OF CANADA | $5.0K | 701 | 0.00% | 8q | -25.7%-$1.7K |
| JONES FINANCIAL COMPANIES LLLP | $3.6K | 500 | 0.00% | 6q | -57.7%-$4.9K |
| Sterling Capital Management LLC | $3.1K | 453 | 0.00% | 8q | -43.5%-$2.4K |
| EverSource Wealth Advisors, LLC | $2.8K | 407 | 0.00% | 6q | -5.6% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.3K | 340 | 0.00% | 8q | -74.1%-$6.6K |
| Global Retirement Partners, LLC | $2.3K | 338 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.9K | 275 | 0.00% | 5q | +212.5%+$1.3K |
| Allworth Financial LP | $1.8K | 266 | 0.00% | 3q | -23.3% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-23 | 13G | ROYCE & ASSOCIATES LP | 5.1% |
| 2026-10-07 | 13G/A | FMR LLCwith 1 co-filers | 0.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-30 | 2026-10-30 | Directors or officers departed or appointed | filing |
| 2026-08-14 | 2026-08-13 | Acquisition or disposal completed Material agreement entered | filing |
| 2026-08-10 | 2026-08-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | Lal Rohit | Director | Bought | 40,000 | $217.2K |
| 2026-05-15 | ODELL RICHARD D | Chief Executive Officer | Sold | 33,743 | $171.4K |
| 2026-05-18 | ODELL RICHARD D | Chief Executive Officer | Sold | 27,191 | $136.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $391.8K | 112,262 | 1 | 4 | 3 | 0.0% |
| Q2 2026 | 115 | $134.0M | 19,238,075 | 22 | 41 | 32 | 2.2% |
| Q1 2026 | 104 | $139.6M | 20,185,499 | 29 | 41 | 23 | 1.9% |
| Q4 2025 | 87 | $190.3M | 19,508,960 | 13 | 32 | 27 | 1.2% |
| Q3 2025 | 86 | $133.7M | 19,111,086 | 14 | 34 | 19 | 1.5% |
| Q2 2025 | 86 | $143.2M | 19,375,032 | 14 | 34 | 20 | 1.6% |
| Q1 2025 | 84 | $154.8M | 18,273,760 | 24 | 37 | 12 | 0.9% |
| Q4 2024 | 69 | $116.7M | 14,467,846 | 13 | 32 | 13 | 0.0% |
| Q3 2024 | 73 | $209.3M | 14,766,744 | 36 | 14 | 18 | 0.0% |
| Q2 2024 | 45 | $242.9M | 15,126,395 | 45 | 0 | 0 | 0.0% |
