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-Q2 13F filings (latest filed 2026-08-20). 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
42 tracked funds added or opened PFFA while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0pp 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 2026-Q1 and 2026-Q2, across 195 tracked filers holding PFFA, 129 increased or opened the position and 75 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 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 12
- Foguth Wealth Management, LLC.$14M
- Merit Financial Group, LLC$2M
- Mezzasalma Advisors, LLC$2M
- Global Retirement Partners, LLC$2M
- AlphaCore Capital LLC$2M
- BANK OF AMERICA CORP /DE/$2M
Full exits 14
- Cambridge Investment Research Advisors, Inc.$22M
- PANORAMIC INVESTMENT ADVISORS, LLC$16M
- Capital Analysts, LLC$2M
- Financial Gravity Asset Management, Inc.$2M
- HRT FINANCIAL LP$1M
- Sunbelt Securities, Inc.$1M
Largest adds
- Melia Wealth LLC$14M
- OSAIC HOLDINGS, INC.$6M
- RAYMOND JAMES FINANCIAL INC$4M
- LPL Financial LLC$3M
- Lido Advisors, LLC$2M
- MML INVESTORS SERVICES, LLC$2M
Largest trims
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$716K
- Foundations Investment Advisors, LLC$613K
- Urban Wealth Management, LLC$487K
- Prospera Financial Services Inc$439K
- Private Advisor Group, LLC$427K
- Black Swift Group, LLC$335K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,144,834 | $44M | 11.8% | 2026-Q2 |
| Melia Wealth LLC added | 1,461,685 | $30M | 8.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,250,971 | $26M | 6.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,028,444 | $21M | 5.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 951,440 | $20M | 5.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 801,143 | $16M | 4.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. new | 654,919 | $14M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 540,484 | $11M | 3.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 507,070 | $10M | 2.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 497,225 | $10M | 2.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 461,496 | $9M | 2.5% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 397,868 | $8M | 2.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 357,220 | $7M | 2.0% | 2026-Q2 |
| Lido Advisors, LLC added | 284,284 | $6M | 1.6% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC trimmed | 283,867 | $6M | 1.6% | 2026-Q2 |
| Venture Visionary Partners LLC added | 271,983 | $6M | 1.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 234,803 | $5M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 233,694 | $5M | 1.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 217,583 | $4M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 217,134 | $4M | 1.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 199,272 | $4M | 1.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 190,749 | $4M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 189,899 | $4M | 1.0% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 187,587 | $4M | 1.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 180,120 | $4M | 1.0% | 2026-Q2 |
| Black Swift Group, LLC trimmed | 150,615 | $3M | 0.8% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 118,913 | $2M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC new | 118,014 | $2M | 0.6% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 115,046 | $2M | 0.6% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 113,975 | $2M | 0.6% | 2026-Q2 |
| Urban Wealth Management, LLC trimmed | 112,207 | $2M | 0.6% | 2026-Q2 |
| SMITH, MOORE & CO. added | 111,621 | $2M | 0.6% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 110,650 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 109,948 | $2M | 0.6% | 2026-Q2 |
| NFSG Corp added | 104,145 | $2M | 0.6% | 2026-Q2 |
| Hedeker Wealth, LLC added | 96,469 | $2M | 0.5% | 2026-Q2 |
| Fund Advisors of America Inc/FL trimmed | 96,297 | $2M | 0.5% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 89,891 | $2M | 0.5% | 2026-Q2 |
| TT Capital Management LLC added | 86,150 | $2M | 0.5% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 84,571 | $2M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 84,040 | $2M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 82,105 | $2M | 0.5% | 2026-Q2 |
| TradeWell Securities, LLC. added | 81,913 | $2M | 0.4% | 2026-Q2 |
| Secure Asset Management, LLC added | 80,972 | $2M | 0.4% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 79,787 | $2M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 79,475 | $2M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 79,198 | $2M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 78,569 | $2M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 76,179 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 74,000 | $2M | 0.4% | 2026-Q2 |
| LAFFER TENGLER INVESTMENTS, INC. trimmed | 73,628 | $2M | 0.4% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 71,864 | $1M | 0.4% | 2026-Q2 |
| Wealthstar Advisors, LLC added | 70,789 | $1M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 62,918 | $1M | 0.3% | 2026-Q2 |
| Burnham & Co LLC new | 59,609 | $1M | 0.3% | 2026-Q2 |
| Empire Financial Management Company, LLC trimmed | 56,449 | $1M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 56,430 | $1M | 0.3% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 55,876 | $1M | 0.3% | 2026-Q2 |
| Signature Equity Partners, LLC added | 55,288 | $1M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 52,401 | $1M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 52,400 | $1M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 52,001 | $1M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 51,639 | $1M | 0.3% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 51,541 | $1M | 0.3% | 2026-Q2 |
| Bramshill Investments, LLC new | 50,000 | $1M | 0.3% | 2026-Q2 |
| Fiduciary Group, LLC added | 48,502 | $998K | 0.3% | 2026-Q2 |
| OxenFree Capital LLC added | 48,261 | $1M | 0.3% | 2026-Q2 |
| Abel Hall, LLC trimmed | 47,500 | $977K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 45,420 | $934K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 45,126 | $928K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 45,019 | $926K | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 44,860 | $942K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 43,813 | $901K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 40,255 | $843K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 39,342 | $809K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 38,613 | $794K | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. added | 37,449 | $770K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 37,390 | $769K | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 36,485 | $751K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 35,123 | $726K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 33,981 | $699K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 31,932 | $657K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 31,698 | $652K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 30,497 | $627K | 0.2% | 2026-Q2 |
| Atlas Wealth Partners, LLC added | 30,400 | $625K | 0.2% | 2026-Q2 |
| MCDONALD PARTNERS LLC added | 30,000 | $617K | 0.2% | 2026-Q2 |
| Guilbault Capital LLC added | 29,766 | $612K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 27,347 | $563K | 0.1% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC added | 27,203 | $560K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 26,820 | $552K | 0.1% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 26,525 | $546K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 26,356 | $542K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 26,258 | $540K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 25,478 | $524K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 24,228 | $498K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 24,070 | $495K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 23,149 | $476K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 23,098 | $475K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 22,679 | $466K | 0.1% | 2026-Q2 |
| Seros Financial, LLC trimmed | 21,196 | $436K | 0.1% | 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.