Who owns PFFA
Which tracked institutional funds hold PFFA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFFA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
30 tracked funds added or opened PFFA while 24 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
PFFA’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PFFA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFFA 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 196 tracked filers holding PFFA, 121 increased or opened the position and 72 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 PFFA 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 8
- PANORAMIC INVESTMENT ADVISORS, LLC$16M
- LAFFER TENGLER INVESTMENTS, INC.$2M
- HRT FINANCIAL LP$1M
- JANE STREET GROUP, LLC$1M
- Trask Adam Roland$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$859K
Full exits 5
- Ocean Park Asset Management, LLC$11M
- AlphaCore Capital LLC$2M
- Global Retirement Partners, LLC$2M
- Navis Wealth Advisors, LLC$1M
- GTS SECURITIES LLC$665K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- STIFEL FINANCIAL CORP$3M
- DAVENPORT & Co LLC$2M
- Financial Gravity Asset Management, Inc.$1M
- Venture Visionary Partners LLC$1M
- OSAIC HOLDINGS, INC.$879K
Largest trims
- LPL Financial LLC$36M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- ROYAL BANK OF CANADA$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,024,953 | $41M | 11.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,089,335 | $22M | 6.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,024,624 | $21M | 5.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 990,054 | $20M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 862,821 | $18M | 4.8% | 2026-Q1 |
| Melia Wealth LLC added | 774,731 | $16M | 4.3% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 774,731 | $16M | 4.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 700,061 | $14M | 3.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 454,494 | $9M | 2.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 452,923 | $9M | 2.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 387,608 | $8M | 2.3% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 377,150 | $8M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 339,041 | $7M | 1.9% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 304,877 | $6M | 1.7% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 289,221 | $6M | 1.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 249,958 | $5M | 1.4% | 2026-Q1 |
| Venture Visionary Partners LLC added | 247,290 | $5M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 239,197 | $5M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 213,604 | $4M | 1.2% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 204,051 | $4M | 1.1% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 189,099 | $4M | 1.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 175,295 | $4M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,443 | $4M | 1.0% | 2026-Q1 |
| Lido Advisors, LLC added | 169,050 | $3M | 0.9% | 2026-Q1 |
| Black Swift Group, LLC trimmed | 168,615 | $3M | 0.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 163,906 | $3M | 0.9% | 2026-Q1 |
| Urban Wealth Management, LLC added | 137,307 | $3M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 132,070 | $3M | 0.7% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 119,149 | $2M | 0.7% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 118,626 | $2M | 0.7% | 2026-Q1 |
| SMITH, MOORE & CO. added | 111,501 | $2M | 0.6% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 107,461 | $2M | 0.6% | 2026-Q1 |
| Capital Analysts, LLC added | 106,067 | $2M | 0.6% | 2026-Q1 |
| NFSG Corp added | 103,367 | $2M | 0.6% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 103,258 | $2M | 0.6% | 2026-Q1 |
| Fund Advisors of America Inc/FL trimmed | 102,320 | $2M | 0.6% | 2026-Q1 |
| Hedeker Wealth, LLC added | 95,386 | $2M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 94,316 | $2M | 0.5% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 93,988 | $2M | 0.5% | 2026-Q1 |
| TT Capital Management LLC added | 82,550 | $2M | 0.5% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 77,857 | $2M | 0.4% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 76,001 | $2M | 0.4% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. new | 75,121 | $2M | 0.4% | 2026-Q1 |
| TradeWell Securities, LLC. added | 74,337 | $2M | 0.4% | 2026-Q1 |
| Secure Asset Management, LLC added | 73,070 | $1M | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 71,937 | $1M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 70,696 | $1M | 0.4% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 68,037 | $1M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 66,294 | $1M | 0.4% | 2026-Q1 |
| Wealthstar Advisors, LLC added | 63,781 | $1M | 0.4% | 2026-Q1 |
| Brookwood Investment Group LLC added | 60,754 | $1M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 58,051 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 57,966 | $1M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 56,816 | $1M | 0.3% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 56,622 | $1M | 0.3% | 2026-Q1 |
| Trask Adam Roland new | 56,609 | $1M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 55,875 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 55,534 | $1M | 0.3% | 2026-Q1 |
| Signature Equity Partners, LLC added | 53,742 | $1M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 51,428 | $1M | 0.3% | 2026-Q1 |
| Abel Hall, LLC trimmed | 47,519 | $967K | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 47,400 | $965K | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 47,211 | $961K | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO | 42,491 | $882K | 0.2% | 2026-Q1 |
| Fiduciary Group, LLC added | 42,332 | $862K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,195 | $859K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 41,563 | $846K | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 41,181 | $838K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 40,101 | $816K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 38,187 | $777K | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 37,299 | $759K | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. added | 35,859 | $730K | 0.2% | 2026-Q1 |
| AXS Investments LLC trimmed | 35,836 | $730K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 33,907 | $698K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 32,974 | $671K | 0.2% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 31,135 | $634K | 0.2% | 2026-Q1 |
| Atlas Wealth Partners, LLC added | 29,850 | $608K | 0.2% | 2026-Q1 |
| OxenFree Capital LLC added | 27,913 | $605K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 29,270 | $596K | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 29,220 | $594K | 0.2% | 2026-Q1 |
| Heritage Family Offices, LLP new | 27,990 | $570K | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 26,542 | $540K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 26,473 | $539K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 26,362 | $537K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 26,250 | $534K | 0.1% | 2026-Q1 |
| Seros Financial, LLC trimmed | 25,736 | $524K | 0.1% | 2026-Q1 |
| Baer Investment Advisory LLC new | 25,463 | $518K | 0.1% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 25,463 | $518K | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 495,100 | $11M | 2.9% | 2025-Q4 stale |
| Inspire Advisors, LLC added | 147,572 | $3M | 0.9% | 2025-Q3 stale |
| AlphaCore Capital LLC trimmed | 103,802 | $2M | 0.6% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 83,333 | $2M | 0.5% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 80,463 | $2M | 0.5% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC new | 61,763 | $1M | 0.4% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 62,152 | $1M | 0.4% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp trimmed | 53,676 | $1M | 0.3% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. new | 35,086 | $732K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 30,880 | $665K | 0.2% | 2025-Q4 stale |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 25,947 | $550K | 0.1% | 2025-Q2 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 25,947 | $540K | 0.1% | 2025-Q2 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.