Institutional Holders (2026 Q1)
133 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flaharty Asset Management, LLC | 3.17% | 500,017 | $25.5M |
| 2 | Nestegg Advisors, INC. | 2.22% | 49,575 | $2.5M |
| 3 | Everstar Asset Management, LLC | 1.91% | 70,354 | $3.6M |
| 4 | Atlas Private Wealth Advisors | 0.52% | 42,887 | $2.2M |
| 5 | GreatBanc Trust CO | 0.43% | 12,150 | $621K |
| 6 | Cape Ann Savings Bank | 0.39% | 15,205 | $777K |
| 7 | Wealthspire Retirement, LLC | 0.35% | 113,619 | $5.8M |
| 8 | PMG Wealth Management, Inc. | 0.24% | 6,485 | $331K |
| 9 | Institute for Wealth Management, LLC. | 0.21% | 38,927 | $2.0M |
| 10 | Focus Financial Network, Inc. | 0.21% | 113,274 | $5.8M |
| 11 | Bond & Devick Financial Network, Inc. | 0.19% | 13,561 | $693K |
| 12 | Truvestments Capital LLC | 0.16% | 17,050 | $871K |
| 13 | LGT Financial Advisors LLC | 0.13% | 500 | $26K |
| 14 | Strategies Wealth Advisors, LLC | 0.12% | 23,494 | $1.2M |
| 15 | Kingswood Wealth Advisors, LLC | 0.12% | 48,953 | $2.5M |
| 16 | Clearstead Advisors, LLC | 0.11% | 228,840 | $11.7M |
| 17 | Financial Guidance Group, Inc. | 0.11% | 5,120 | $262K |
| 18 | CreativeOne Wealth, LLC | 0.09% | 77,778 | $4.0M |
| 19 | SteelPeak Wealth, LLC | 0.08% | 53,914 | $2.8M |
| 20 | Nova Wealth Management, Inc. | 0.08% | 2,258 | $115K |
| 21 | CFS Investment Advisory Services, LLC | 0.07% | 18,594 | $1.0M |
| 22 | Citizens Financial Group Inc/Ri | 0.07% | 95,870 | $4.9M |
| 23 | Revisor Wealth Management LLC | 0.07% | 4,664 | $238K |
| 24 | Briaud Financial Planning Inc | 0.06% | 4,574 | $234K |
| 25 | Choreo, LLC | 0.06% | 93,718 | $4.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|