Who owns PAAA (PAAA)
Which tracked institutional funds hold PAAA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PAAA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
94 tracked funds added or opened PAAA while 34 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PAAA’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PAAA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 231 tracked filers holding PAAA, 163 increased or opened the position and 80 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PAAA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- Allianz SE$543M
- SEI INVESTMENTS CO$312M
- Corebridge Financial, Inc.$206M
- WNY Asset Management, LLC$17M
- WealthPlan Investment Management, LLC$16M
- Beacon Pointe Advisors, LLC$9M
Full exits 7
- Tower Research Capital LLC (TRC)$12M
- Running Point Capital Advisors, LLC$7M
- Main Street Financial Solutions, LLC$3M
- GOLDMAN SACHS GROUP INC$2M
- HM PAYSON & CO$2M
- J.W. COLE ADVISORS, INC.$1M
Largest adds
- ROYAL BANK OF CANADA$182M
- BANK OF AMERICA CORP /DE/$69M
- ENVESTNET ASSET MANAGEMENT INC$47M
- LPL Financial LLC$41M
- AMERIPRISE FINANCIAL INC$35M
- JONES FINANCIAL COMPANIES LLLP$35M
Largest trims
- PRUDENTIAL FINANCIAL INC$88M
- INDEPENDENT FINANCIAL GROUP, LLC$27M
- EverSource Wealth Advisors, LLC$15M
- WealthPLAN Partners, LLC$12M
- Ameritas Advisory Services, LLC$7M
- UBS Group AG$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC trimmed | 44,277,722 | $2.3B | 36.1% | 2026-Q1 |
| Allianz SE new | 10,604,500 | $543M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,248,399 | $422M | 6.7% | 2026-Q1 |
| SEI INVESTMENTS CO new | 6,088,840 | $312M | 5.0% | 2026-Q1 |
| MORGAN STANLEY added | 5,037,335 | $258M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 4,849,195 | $248M | 3.9% | 2026-Q1 |
| Corebridge Financial, Inc. new | 4,011,314 | $206M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,868,028 | $198M | 3.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,127,790 | $161M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,620,622 | $134M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,083,226 | $107M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,415,123 | $72M | 1.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,223,679 | $63M | 1.0% | 2026-Q1 |
| NORDEN GROUP LLC trimmed | 1,210,899 | $62M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,210,048 | $62M | 1.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,203,448 | $62M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,202,149 | $62M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,061,709 | $54M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,032,296 | $53M | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 956,823 | $49M | 0.8% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC added | 740,429 | $38M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 538,311 | $28M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 507,886 | $26M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 501,811 | $26M | 0.4% | 2026-Q1 |
| Main Street Group, LTD added | 457,211 | $23M | 0.4% | 2026-Q1 |
| POTENTIA WEALTH added | 439,923 | $23M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 426,225 | $22M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 394,066 | $20M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 385,949 | $20M | 0.3% | 2026-Q1 |
| Fiduciary Group, LLC added | 371,793 | $19M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 353,663 | $18M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 348,677 | $18M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 345,542 | $18M | 0.3% | 2026-Q1 |
| Addison Capital Co added | 327,947 | $17M | 0.3% | 2026-Q1 |
| WNY Asset Management, LLC added | 322,914 | $17M | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 314,049 | $16M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 304,930 | $16M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 304,061 | $16M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 289,228 | $15M | 0.2% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 275,873 | $14M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 245,061 | $13M | 0.2% | 2026-Q1 |
| COMMUNITY TRUST & INVESTMENT CO added | 244,168 | $12M | 0.2% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 223,556 | $11M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 221,793 | $11M | 0.2% | 2026-Q1 |
| Hartford Financial Management Inc. added | 194,021 | $10M | 0.2% | 2026-Q1 |
| Inscription Capital, LLC added | 176,076 | $9M | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 174,110 | $9M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 172,255 | $9M | 0.1% | 2026-Q1 |
| BASSO CAPITAL MANAGEMENT, L.P. added | 169,943 | $9M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 161,270 | $8M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 159,067 | $8M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 156,951 | $8M | 0.1% | 2026-Q1 |
| Kestra Investment Management, LLC new | 154,021 | $8M | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 147,735 | $8M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 138,977 | $7M | 0.1% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 137,407 | $7M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 130,001 | $7M | 0.1% | 2026-Q1 |
| TOEWS CORP /ADV trimmed | 127,430 | $7M | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 119,872 | $6M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 118,717 | $6M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 117,946 | $6M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 116,052 | $6M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 114,151 | $6M | 0.1% | 2026-Q1 |
| Indie Asset Partners, LLC added | 110,259 | $6M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 109,861 | $6M | 0.1% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 109,797 | $6M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 109,288 | $6M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 106,414 | $5M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 104,471 | $5M | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 103,673 | $5M | 0.1% | 2026-Q1 |
| MIDDLETON & CO INC/MA added | 103,050 | $5M | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 100,950 | $5M | 0.1% | 2026-Q1 |
| Hobart Private Capital, LLC added | 90,119 | $5M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 89,455 | $5M | 0.1% | 2026-Q1 |
| Able Wealth Management LLC added | 88,500 | $5M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 87,899 | $5M | 0.1% | 2026-Q1 |
| Argent Trust Co added | 84,531 | $4M | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 83,933 | $4M | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC added | 82,027 | $4M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 73,950 | $4M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 73,546 | $4M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 72,079 | $4M | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 70,525 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 66,741 | $3M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 63,584 | $3M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 62,877 | $3M | 0.1% | 2026-Q1 |
| Atlas Wealth LLC trimmed | 60,996 | $3M | 0.0% | 2026-Q1 |
| Entelevest, LLC trimmed | 60,903 | $3M | 0.0% | 2026-Q1 |
| K2 Financial Inc. new | 59,765 | $3M | 0.0% | 2026-Q1 |
| Mariner, LLC added | 58,484 | $3M | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 57,826 | $3M | 0.0% | 2026-Q1 |
| TOWNSQUARE CAPITAL LLC added | 1,669,500 | $86M | 1.4% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 604,143 | $31M | 0.5% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) added | 243,237 | $12M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 217,716 | $11M | 0.2% | 2025-Q2 stale |
| Thomas J. Herzfeld Advisors, Inc. new | 205,593 | $11M | 0.2% | 2025-Q3 stale |
| COUNTRY CLUB BANK added | 159,406 | $8M | 0.1% | 2025-Q3 stale |
| Running Point Capital Advisors, LLC added | 127,015 | $7M | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 113,883 | $6M | 0.1% | 2025-Q2 stale |
| Accordant Advisory Group Inc new | 79,079 | $4M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.