Institutional Holders (2026 Q1)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PIE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Maltin Wealth Management, Inc. | 1.80% | 181,424 | $4.7M |
| 2 | NewSquare Capital LLC | 0.84% | 373,168 | $9.7M |
| 3 | MorganRosel Wealth Management, LLC | 0.38% | 36,590 | $952K |
| 4 | Del-Sette Capital Management, LLC | 0.35% | 22,180 | $577K |
| 5 | Trueblood Wealth Management, LLC | 0.30% | 29,443 | $766K |
| 6 | Barometer Capital Management INC. | 0.21% | 23,100 | $601K |
| 7 | Steinberganna Wealth Management | 0.17% | 13,269 | $345K |
| 8 | Nicholson Wealth Management Group, LLC | 0.15% | 10,083 | $262K |
| 9 | Prospera Financial Services Inc | 0.06% | 153,584 | $4.0M |
| 10 | PFG Investments, LLC | 0.05% | 37,171 | $968K |
| 11 | Heirloom Wealth Management | 0.04% | 9,461 | $246K |
| 12 | Private Advisory Group LLC | 0.02% | 12,088 | $315K |
| 13 | StoneX Group Inc. | 0.01% | 9,902 | $258K |
| 14 | Founders Financial Alliance, LLC | 0.01% | 2,433 | $63K |
| 15 | Raymond James Financial Inc | 0.01% | 976,462 | $25.4M |
| 16 | IHT Wealth Management, LLC | 0.01% | 12,788 | $333K |
| 17 | Kingsview Wealth Management, LLC | 0.01% | 19,427 | $506K |
| 18 | Whipplewood Advisors, LLC | 0.01% | 505 | $13K |
| 19 | Register Financial Advisors LLC | 0.01% | 551 | $14K |
| 20 | &Partners | 0.01% | 39,235 | $1.0M |
| 21 | Equitable Holdings, Inc. | 0.00% | 29,741 | $703K |
| 22 | Wells Fargo & Company/Mn | 0.00% | 904,201 | $23.5M |
| 23 | OneDigital Investment Advisors LLC | 0.00% | 11,207 | $292K |
| 24 | Private Advisor Group, LLC | 0.00% | 21,730 | $566K |
| 25 | Benjamin Edwards Inc | 0.00% | 9,994 | $260K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|