Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
The tracked-fund tape on PAAA is one-sided between 2026-Q1 and 2026-Q2: 111 added or opened and 33 trimmed or exited — on balance accumulating.
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 2.9% of its own reported 13F book, while the median holder sizes it at 0.3% 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 2026-Q1 and 2026-Q2, across 258 tracked filers holding PAAA, 197 increased or opened the position and 77 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 2026-Q1 and 2026-Q2 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 25
- 1900 WEALTH MANAGEMENT LLC$150M
- HIGHLINE WEALTH PARTNERS LLC$37M
- Arax Advisory Partners$19M
- L2 Asset Management, LLC$18M
- Apollon Wealth Management, LLC$13M
- WEALTHEDGE INVESTMENT ADVISORS, LLC$7M
Full exits 13
- Corebridge Financial, Inc.$206M
- Cambridge Investment Research Advisors, Inc.$28M
- U.S. Capital Wealth Advisors, LLC$18M
- HighTower Advisors, LLC$15M
- Janney Montgomery Scott LLC$7M
- NATIXIS ADVISORS, LLC$6M
Largest adds
- PRUDENTIAL FINANCIAL INC$425M
- AMERIPRISE FINANCIAL INC$116M
- LPL Financial LLC$88M
- Bank of New York Mellon Corp$76M
- BANK OF AMERICA CORP /DE/$69M
- JONES FINANCIAL COMPANIES LLLP$59M
Largest trims
- JPMORGAN CHASE & CO$19M
- Redhawk Wealth Advisors, Inc.$7M
- NORDEN GROUP LLC$6M
- POTENTIA WEALTH$1M
- Nilsine Partners, LLC$947K
- Atlas Wealth LLC$822K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC added | 52,490,323 | $2.7B | 36.8% | 2026-Q2 |
| Allianz SE | 10,604,500 | $544M | 7.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,571,417 | $491M | 6.7% | 2026-Q2 |
| LPL Financial LLC added | 6,551,711 | $336M | 4.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 6,345,361 | $325M | 4.4% | 2026-Q2 |
| MORGAN STANLEY added | 5,277,776 | $271M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,464,507 | $229M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,325,095 | $222M | 3.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,279,043 | $220M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,113,614 | $160M | 2.2% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC new | 2,922,055 | $150M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,682,303 | $86M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,557,567 | $80M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,550,918 | $80M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,431,051 | $73M | 1.0% | 2026-Q2 |
| UBS Group AG added | 1,352,347 | $69M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,226,735 | $63M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,189,608 | $61M | 0.8% | 2026-Q2 |
| NORDEN GROUP LLC trimmed | 1,098,908 | $56M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 1,003,376 | $51M | 0.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 937,864 | $48M | 0.7% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC added | 766,829 | $39M | 0.5% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 721,948 | $37M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 657,171 | $34M | 0.5% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 655,982 | $34M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 623,331 | $32M | 0.4% | 2026-Q2 |
| Main Street Group, LTD added | 597,202 | $31M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 573,686 | $29M | 0.4% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 512,528 | $26M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 506,491 | $26M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 502,060 | $26M | 0.4% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. added | 493,638 | $25M | 0.3% | 2026-Q2 |
| Blue Trust, Inc. added | 451,629 | $23M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 449,854 | $23M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 431,092 | $22M | 0.3% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 410,021 | $21M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 387,572 | $20M | 0.3% | 2026-Q2 |
| Fiduciary Group, LLC added | 379,691 | $19M | 0.3% | 2026-Q2 |
| Arax Advisory Partners new | 364,643 | $19M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 360,922 | $19M | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 348,921 | $18M | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC new | 344,747 | $18M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 338,009 | $17M | 0.2% | 2026-Q2 |
| Addison Capital Co trimmed | 323,598 | $17M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 315,539 | $16M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 309,063 | $16M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 271,017 | $14M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 267,578 | $14M | 0.2% | 2026-Q2 |
| Nilsine Partners, LLC trimmed | 258,269 | $13M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 257,955 | $13M | 0.2% | 2026-Q2 |
| COMMUNITY TRUST & INVESTMENT CO added | 257,534 | $13M | 0.2% | 2026-Q2 |
| Ballast Rock Private Wealth LLC added | 256,448 | $13M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 255,183 | $13M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 236,899 | $12M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 236,460 | $12M | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 231,367 | $12M | 0.2% | 2026-Q2 |
| Inscription Capital, LLC added | 229,013 | $12M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 222,440 | $11M | 0.2% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC trimmed | 213,996 | $11M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 207,404 | $11M | 0.1% | 2026-Q2 |
| Hartford Financial Management Inc. added | 204,782 | $10M | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC added | 202,779 | $10M | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 195,826 | $10M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 176,753 | $9M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 160,377 | $8M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 158,472 | $8M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 157,200 | $8M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 148,982 | $8M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 145,970 | $7M | 0.1% | 2026-Q2 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC new | 133,363 | $7M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 130,996 | $7M | 0.1% | 2026-Q2 |
| TOEWS CORP /ADV | 127,430 | $7M | 0.1% | 2026-Q2 |
| Indie Asset Partners, LLC added | 123,699 | $6M | 0.1% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 120,931 | $6M | 0.1% | 2026-Q2 |
| MIDDLETON & CO INC/MA added | 119,365 | $6M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 108,678 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 108,358 | $6M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 106,496 | $5M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 105,176 | $5M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 104,551 | $5M | 0.1% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 101,185 | $5M | 0.1% | 2026-Q2 |
| Argent Trust Co added | 98,623 | $5M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 97,319 | $5M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 95,436 | $5M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 94,644 | $5M | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC added | 92,966 | $5M | 0.1% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 92,483 | $5M | 0.1% | 2026-Q2 |
| ALONGSIDE, LLC new | 92,483 | $5M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 84,787 | $4M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 83,744 | $4M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 83,131 | $4M | 0.1% | 2026-Q2 |
| TOP Private Wealth LLC. new | 80,693 | $4M | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC new | 80,072 | $4M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 75,338 | $4M | 0.1% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 74,713 | $4M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 66,410 | $3M | 0.0% | 2026-Q2 |
| Andina Capital Management, LLC added | 62,689 | $3M | 0.0% | 2026-Q2 |
| K2 Financial Inc. added | 61,739 | $3M | 0.0% | 2026-Q2 |
| Entelevest, LLC trimmed | 60,891 | $3M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 56,901 | $3M | 0.0% | 2026-Q2 |
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.