Institutional Holders (2026 Q2)
272 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PAAA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cooper Capital Advisors LLC | 11.40% | 512,528 | $26.3M |
| 2 | Pine Harbor Wealth Management, LLC | 10.53% | 766,829 | $39.3M |
| 3 | Potentia Wealth | 8.61% | 410,021 | $21.0M |
| 4 | 1900 Wealth Management LLC | 8.34% | 2,922,055 | $149.8M |
| 5 | Highline Wealth Partners LLC | 7.51% | 721,948 | $37.0M |
| 6 | Main Street Group, LTD | 7.13% | 597,202 | $30.6M |
| 7 | Ballast Rock Private Wealth LLC | 6.10% | 256,448 | $13.2M |
| 8 | Indie Asset Partners, LLC | 6.07% | 123,699 | $6.3M |
| 9 | Allianz Se | 5.74% | 10,604,500 | $543.7M |
| 10 | Basso Capital Management, L.P. | 5.40% | 493,638 | $25.3M |
| 11 | Andina Capital Management, LLC | 5.19% | 62,689 | $3.2M |
| 12 | Norden Group LLC | 4.62% | 1,098,908 | $56.3M |
| 13 | TOP Private Wealth LLC. | 3.97% | 80,693 | $4.1M |
| 14 | Tanglewood Legacy Advisors, LLC | 3.54% | 213,996 | $11.0M |
| 15 | Insight Wealth Strategies, LLC | 3.28% | 655,982 | $33.6M |
| 16 | Prudential Financial Inc | 2.93% | 52,490,323 | $2.69B |
| 17 | Addison Capital Co | 2.72% | 323,598 | $16.6M |
| 18 | Entelevest, LLC | 2.67% | 60,891 | $3.1M |
| 19 | Hartford Financial Management Inc. | 2.34% | 204,782 | $10.5M |
| 20 | Wealthedge Investment Advisors, LLC | 2.33% | 133,363 | $6.8M |
| 21 | K2 Financial Inc. | 2.24% | 61,739 | $3.2M |
| 22 | Triton Wealth Management, PLLC | 1.91% | 120,931 | $6.2M |
| 23 | L2 Asset Management, LLC | 1.84% | 344,747 | $17.7M |
| 24 | Asset Allocation Strategies LLC | 1.55% | 195,826 | $10.0M |
| 25 | Fiduciary Group, LLC | 1.53% | 379,691 | $19.5M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|