Institutional Holders (2026 Q1)
248 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PKW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Titiun Yejiel | 4.03% | 25,000 | $3.4M |
| 2 | Triton Wealth Management, PLLC | 3.54% | 72,054 | $9.5M |
| 3 | Smart Portfolios, LLC | 3.05% | 23,290 | $3.1M |
| 4 | Curtis Advisory Group, LLC | 2.34% | 82,555 | $10.8M |
| 5 | Stegent Equity Advisors, Inc. | 1.82% | 16,246 | $2.1M |
| 6 | Pacific Wealth Strategies Group, Inc. | 1.68% | 20,496 | $2.7M |
| 7 | Legacy Capital Wealth Partners, LLC | 1.43% | 58,758 | $7.0M |
| 8 | truNorth Financial Services, Inc. | 1.31% | 9,626 | $1.3M |
| 9 | Pacific Sun Financial Corp | 1.00% | 15,801 | $2.1M |
| 10 | Total Clarity Wealth Management, Inc. | 0.91% | 29,573 | $3.9M |
| 11 | Hudock, Inc. | 0.81% | 42,151 | $5.5M |
| 12 | One Wealth Map LLC | 0.77% | 11,908 | $1.6M |
| 13 | Win Advisors, Inc | 0.72% | 12,011 | $1.6M |
| 14 | Cahill Financial Advisors Inc | 0.67% | 47,246 | $6.2M |
| 15 | Koshinski Asset Management, Inc. | 0.65% | 79,528 | $10.4M |
| 16 | Banque de Luxembourg S.A. | 0.63% | 9,227 | $1.2M |
| 17 | Sovran Advisors, LLC | 0.56% | 51,542 | $7.2M |
| 18 | Hyundai Investments Co., Ltd. | 0.50% | 3,444 | $442K |
| 19 | Del-Sette Capital Management, LLC | 0.49% | 6,215 | $816K |
| 20 | Campbell Deegan Wealth Management, LLC | 0.46% | 4,385 | $576K |
| 21 | Independent Family Office, LLC | 0.45% | 8,414 | $1.1M |
| 22 | Resonant Capital Advisors, LLC | 0.42% | 61,405 | $8.1M |
| 23 | Collaborative Wealth Managment Inc. | 0.42% | 6,959 | $913K |
| 24 | Fortis Group Advisors, LLC | 0.41% | 18,075 | $2.5M |
| 25 | Breakwater Capital Group | 0.37% | 21,089 | $2.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|