Institutional Holders (2026 Q1)
187 + 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 | Pine Harbor Wealth Management, LLC | 11.34% | 740,429 | $37.9M |
| 2 | NORDEN GROUP LLC | 5.95% | 1,210,899 | $62.0M |
| 3 | Tanglewood Legacy Advisors, LLC | 4.14% | 223,556 | $11.4M |
| 4 | Ballast Rock Private Wealth LLC | 3.91% | 137,407 | $7.1M |
| 5 | Entelevest, LLC | 3.12% | 60,903 | $3.1M |
| 6 | Addison Capital Co | 2.99% | 327,947 | $16.8M |
| 7 | Hartford Financial Management Inc. | 2.53% | 194,021 | $9.9M |
| 8 | TOEWS CORP /ADV | 2.52% | 127,430 | $6.5M |
| 9 | K2 Financial Inc. | 2.23% | 59,765 | $3.1M |
| 10 | Triton Wealth Management, PLLC | 2.09% | 109,797 | $5.6M |
| 11 | Asset Allocation Strategies LLC | 1.58% | 174,110 | $8.9M |
| 12 | Able Wealth Management LLC | 1.21% | 88,500 | $4.5M |
| 13 | REDSTONE WEALTH MANAGEMENT, LLC | 1.19% | 29,141 | $1.5M |
| 14 | WealthPLAN Partners, LLC | 1.19% | 119,872 | $6.1M |
| 15 | Nilsine Partners, LLC | 1.11% | 275,873 | $14.2M |
| 16 | Inscription Capital, LLC | 0.95% | 176,076 | $9.0M |
| 17 | Hobart Private Capital, LLC | 0.91% | 90,119 | $4.6M |
| 18 | WealthPlan Investment Management, LLC | 0.90% | 314,049 | $16.1M |
| 19 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.87% | 100,950 | $5.2M |
| 20 | Redhawk Wealth Advisors, Inc. | 0.83% | 147,735 | $7.6M |
| 21 | AdvisorNet Financial, Inc | 0.81% | 304,061 | $15.6M |
| 22 | DENVER WEALTH MANAGEMENT, INC. | 0.69% | 39,097 | $2.0M |
| 23 | COMMUNITY TRUST & INVESTMENT CO | 0.68% | 244,168 | $12.5M |
| 24 | RIVERCHASE WEALTH MANAGEMENT, LLC | 0.60% | 22,458 | $1.1M |
| 25 | Optivise Advisory Services LLC | 0.49% | 15,725 | $805K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|